Edmp, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Edmp, Inc. reported 71 stock positions worth $123.7 million. Its top holding was Broadcom (AVGO) at 7.7% of the portfolio, followed by Amgen (AMGN, 4.4%) and Abbvie (ABBV, 4.3%). Compared with Q4 2025, it opened 7 new positions, sold out of 4, added to 23 and reduced 29. The biggest buy was Omnicom (OMC, shares +271%) and the biggest sale an exit from Johnson & Johnson (JNJ).
- Most Recent 13F
- Q2 2026
- Location
- LUTZ, FL
- CIK
- 0001016021
- Portfolio Value
- $123.7M (Q1 2026)
- SEC Filing
- 0001016021-26-000002 ↗ filed Apr 28, 2026
Holdings Value
Holdings 71 stocks · $123.7M
| AVGO Broadcom Inc. | 7.70% | 30,775 | $9.5M | Reduce -3.3% |
| AMGN Amgen Inc. | 4.42% | 15,524 | $5.5M | Reduce -0.9% |
| ABBV Abbvie Inc. | 4.31% | 24,536 | $5.3M | Reduce -1.4% |
| MO Altria Group Inc. | 4.12% | 77,322 | $5.1M | Reduce -1.6% |
| OHI Omega Healthcare Investors | 3.98% | 112,291 | $4.9M | Reduce -1.6% |
| AFL Aflac Inc. | 3.75% | 42,311 | $4.6M | Reduce -1.5% |
| OMC Omnicom Group | 3.74% | 61,328 | $4.6M | Add +271.2% |
| UGI Ugi Corp. | 3.49% | 118,392 | $4.3M | Reduce -0.8% |
| AMP Ameriprise Financial Inc. | 2.61% | 7,254 | $3.2M | Add +2.1% |
| NFG National Fuel Gas Co. | 2.55% | 33,507 | $3.1M | Reduce -0.7% |
| TFC Truist Financial Corp. | 2.43% | 65,278 | $3.0M | Reduce -0.4% |
| CVX Chevron Corp. | 2.36% | 14,083 | $2.9M | Reduce -3.6% |
| SON Sonoco Products Co. | 2.35% | 53,828 | $2.9M | New |
| T AT&T Inc. | 2.32% | 99,041 | $2.9M | Reduce -1.4% |
| COR Cencora Inc. | 2.29% | 9,000 | $2.8M | Reduce -6.7% |
| EMN Eastman Chemical Co. | 2.23% | 36,213 | $2.8M | Reduce -1.1% |
| BWA Borgwarner Inc. | 2.12% | 48,442 | $2.6M | Add +3.6% |
| O Realty Income Corp. | 2.10% | 42,522 | $2.6M | Reduce -4.2% |
| VZ Verizon Communications Inc. | 1.92% | 47,251 | $2.4M | Add +5.3% |
| EPD Enterprise Products Partners | 1.78% | 58,138 | $2.2M | Reduce -2.6% |
| BMY Bristol-Myers Squibb Co. | 1.76% | 35,910 | $2.2M | Reduce -0.3% |
| CMI Cummins Inc. | 1.71% | 3,929 | $2.1M | Reduce -12.8% |
| ES Eversource Energy | 1.63% | 29,058 | $2.0M | Reduce -1.7% |
| OGE Oge Energy Corp. | 1.58% | 40,845 | $2.0M | Reduce -0.5% |
| ELV Elevance Health Inc. | 1.57% | 6,616 | $1.9M | Reduce -0.3% |
| EBAY eBay Inc. | 1.49% | 20,246 | $1.8M | Add +0.0% |
| PEP Pepsico Inc. | 1.46% | 11,620 | $1.8M | Reduce -0.8% |
| CI The Cigna Group | 1.39% | 6,426 | $1.7M | Add +11.8% |
| AMZN Amazon.com Inc. | 1.34% | 7,971 | $1.7M | Add +5.8% |
| CSCO Cisco Systems Inc. | 1.34% | 21,370 | $1.7M | Reduce -4.2% |
| RY Royal Bank of Canada | 1.29% | 9,895 | $1.6M | No change |
| C Citigroup Inc. | 1.23% | 13,426 | $1.5M | Add +0.6% |
| DOX Amdocs Ltd. | 1.21% | 22,979 | $1.5M | Add +13.0% |
| AIZ Assurant Inc. | 1.20% | 6,824 | $1.5M | No change |
| MMM 3M Co. | 1.15% | 9,817 | $1.4M | Reduce -6.8% |
| CTSH Cognizant Tech Solutions-A | 1.06% | 21,455 | $1.3M | Add +2.9% |
| MGA Magna International Inc. | 0.94% | 20,901 | $1.2M | Reduce -1.6% |
| FDX FedEx Corp. | 0.85% | 2,943 | $1.0M | Reduce -14.1% |
| NTAP Netapp Inc. | 0.85% | 10,219 | $1.0M | Add +0.0% |
| SMCI Super Micro Computer Inc. | 0.80% | 43,721 | $996K | Add +4.1% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.77% | 9,923 | $957K | Add +1.0% |
| MPT Medical Properties Trust Inc. | 0.74% | 197,517 | $915K | Reduce -3.6% |
| G Genpact Ltd. | 0.69% | 22,846 | $852K | New |
| PRU Prudential Financial Inc. | 0.61% | 7,756 | $758K | Reduce -0.6% |
| SF Stifel Financial Corp. | 0.58% | 9,727 | $719K | No change |
| TGT Target Corp. | 0.58% | 5,878 | $712K | Add +10.6% |
| GPN Global Payments Inc. | 0.54% | 9,861 | $664K | Add +6.8% |
| BBY Best Buy Co. Inc. | 0.51% | 9,815 | $630K | Add +29.2% |
| CAG Conagra Brands Inc. | 0.51% | 39,787 | $625K | Add +11.2% |
| CCK Crown Holdings Inc. | 0.48% | 5,922 | $594K | No change |
| CTBI Community Trust Bancorp Inc. | 0.47% | 9,504 | $577K | Add +24.3% |
| AROW Arrow Financial Corp. | 0.39% | 14,237 | $478K | No change |
| JPM JPMorgan Chase & Co. | 0.37% | 1,545 | $455K | Add +8.9% |
| CMCSA Comcast Corp. Class A | 0.37% | 15,794 | $453K | Add +7.3% |
| FISV Fiserv Inc. | 0.37% | 8,102 | $452K | New |
| NVDA Nvidia Corp. | 0.34% | 2,418 | $422K | New |
| ADM Archer-Daniels-Midland Co. | 0.33% | 5,601 | $407K | No change |
| CB Chubb Ltd. | 0.28% | 1,055 | $344K | No change |
| FSLR First Solar Inc. | 0.26% | 1,618 | $319K | Add +36.0% |
| TKR Timken Co. | 0.26% | 3,139 | $316K | Reduce -36.8% |
| PFE Pfizer Inc. | 0.25% | 11,174 | $314K | Reduce -6.5% |
| LEA Lear Corp. | 0.24% | 2,502 | $303K | Add +36.9% |
| META Meta Platforms Inc. Class A | 0.23% | 496 | $284K | New |
| TRV The Travelers Cos Inc. | 0.22% | 945 | $276K | No change |
| BTI British American Tob-SP ADR | 0.20% | 4,239 | $248K | No change |
| PHM Pultegroup Inc. | 0.20% | 2,091 | $246K | No change |
| RJF Raymond James Financial Inc. | 0.19% | 1,662 | $241K | No change |
| JBL Jabil Inc. | 0.19% | 893 | $237K | No change |
| MU Micron Technology Inc. | 0.18% | 661 | $223K | New |
| WU Western Union Co. | 0.14% | 20,067 | $175K | Add +12.1% |
| DNP DNP Select Income Fund Inc. | 0.10% | 12,267 | $126K | New |
Portfolio Sells Q4 2025 → Q1 2026
| JNJ Johnson & Johnson | Sold out | 0.00% | −2.50 |
| CAH Cardinal Health Inc. | Sold out | 0.00% | −1.59 |
| AVGO Broadcom Inc. | Reduce -3.3% | 7.70% | −1.35 |
| WHR Whirlpool Corp. | Sold out | 0.00% | −1.27 |
| COR Cencora Inc. | Reduce -6.7% | 2.29% | −0.39 |
| ABBV Abbvie Inc. | Reduce -1.4% | 4.31% | −0.36 |
| ELV Elevance Health Inc. | Reduce -0.3% | 1.57% | −0.35 |
| MMM 3M Co. | Reduce -6.8% | 1.15% | −0.23 |
| TFC Truist Financial Corp. | Reduce -0.4% | 2.43% | −0.23 |
| WSM Williams-Sonoma Inc. | Sold out | 0.00% | −0.19 |
| UGI Ugi Corp. | Reduce -0.8% | 3.49% | −0.19 |
| OHI Omega Healthcare Investors | Reduce -1.6% | 3.98% | −0.18 |
| CMI Cummins Inc. | Reduce -12.8% | 1.71% | −0.18 |
| AFL Aflac Inc. | Reduce -1.5% | 3.75% | −0.14 |
| PRU Prudential Financial Inc. | Reduce -0.6% | 0.61% | −0.11 |
| MPT Medical Properties Trust Inc. | Reduce -3.6% | 0.74% | −0.10 |
| TKR Timken Co. | Reduce -36.8% | 0.26% | −0.09 |
| CSCO Cisco Systems Inc. | Reduce -4.2% | 1.34% | −0.07 |
| ES Eversource Energy | Reduce -1.7% | 1.63% | −0.01 |
| PFE Pfizer Inc. | Reduce -6.5% | 0.25% | +0.01 |
| MGA Magna International Inc. | Reduce -1.6% | 0.94% | +0.01 |
| FDX FedEx Corp. | Reduce -14.1% | 0.85% | +0.03 |
| O Realty Income Corp. | Reduce -4.2% | 2.10% | +0.05 |
| PEP Pepsico Inc. | Reduce -0.8% | 1.46% | +0.08 |
| OGE Oge Energy Corp. | Reduce -0.5% | 1.58% | +0.14 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.3% | 1.76% | +0.16 |
| AMGN Amgen Inc. | Reduce -0.9% | 4.42% | +0.20 |
| EPD Enterprise Products Partners | Reduce -2.6% | 1.78% | +0.20 |
| T AT&T Inc. | Reduce -1.4% | 2.32% | +0.27 |
| EMN Eastman Chemical Co. | Reduce -1.1% | 2.23% | +0.31 |
| NFG National Fuel Gas Co. | Reduce -0.7% | 2.55% | +0.32 |
| MO Altria Group Inc. | Reduce -1.6% | 4.12% | +0.40 |
| CVX Chevron Corp. | Reduce -3.6% | 2.36% | +0.52 |
Portfolio Buys Q4 2025 → Q1 2026
| OMC Omnicom Group | Add +271.2% | 3.74% | +2.65 |
| SON Sonoco Products Co. | New | 2.35% | +2.35 |
| G Genpact Ltd. | New | 0.69% | +0.69 |
| VZ Verizon Communications Inc. | Add +5.3% | 1.92% | +0.41 |
| BWA Borgwarner Inc. | Add +3.6% | 2.12% | +0.39 |
| FISV Fiserv Inc. | New | 0.37% | +0.37 |
| NVDA Nvidia Corp. | New | 0.34% | +0.34 |
| META Meta Platforms Inc. Class A | New | 0.23% | +0.23 |
| MU Micron Technology Inc. | New | 0.18% | +0.18 |
| TGT Target Corp. | Add +10.6% | 0.58% | +0.15 |
| CTBI Community Trust Bancorp Inc. | Add +24.3% | 0.47% | +0.11 |
| DNP DNP Select Income Fund Inc. | New | 0.10% | +0.10 |
| BBY Best Buy Co. Inc. | Add +29.2% | 0.51% | +0.09 |
| CI The Cigna Group | Add +11.8% | 1.39% | +0.09 |
| LEA Lear Corp. | Add +36.9% | 0.24% | +0.07 |
| EBAY eBay Inc. | Add +0.0% | 1.49% | +0.04 |
| CMCSA Comcast Corp. Class A | Add +7.3% | 0.37% | +0.00 |
| WU Western Union Co. | Add +12.1% | 0.14% | +0.00 |
| FSLR First Solar Inc. | Add +36.0% | 0.26% | +0.00 |
| CAG Conagra Brands Inc. | Add +11.2% | 0.51% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +8.9% | 0.37% | −0.01 |
| SJM The JM Smucker Co. | Add +1.0% | 0.77% | −0.02 |
| C Citigroup Inc. | Add +0.6% | 1.23% | −0.05 |
| GPN Global Payments Inc. | Add +6.8% | 0.54% | −0.05 |
| NTAP Netapp Inc. | Add +0.0% | 0.85% | −0.05 |
| AMZN Amazon.com Inc. | Add +5.8% | 1.34% | −0.09 |
| DOX Amdocs Ltd. | Add +13.0% | 1.21% | −0.13 |
| SMCI Super Micro Computer Inc. | Add +4.1% | 0.80% | −0.21 |
| AMP Ameriprise Financial Inc. | Add +2.1% | 2.61% | −0.26 |
| CTSH Cognizant Tech Solutions-A | Add +2.9% | 1.06% | −0.36 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 70 | $124.3M | AVGO, ABBV, AMGN, MO, OHI |
| Q1 2026 | 71 | $123.7M | AVGO, AMGN, ABBV, MO, OHI |
| Q4 2025 | 68 | $121.7M | AVGO, ABBV, AMGN, OHI, AFL |
| Q3 2025 | 69 | $126.2M | AVGO, MO, ABBV, OHI, AFL |
| Q2 2025 | 69 | $117.5M | AVGO, MO, ABBV, UGI, AFL |
| Q1 2025 | 71 | $119.4M | AVGO, MO, ABBV, AMGN, AFL |
| Q4 2024 | 65 | $105.3M | AVGO, MO, ABBV, AFL, OHI |
| Q3 2024 | 78 | $121.7M | AVGO, AMGN, AFL, OHI, ABBV |
| Q2 2024 | 79 | $110.4M | AVGO, AMGN, ABBV, OHI, MO |
| Q1 2024 | 76 | $119.8M | AVGO, ABBV, AMGN, OHI, AFL |