Edmp, Inc.
13F holdings for Q2 2026 · LUTZ, FL · filed July 29, 2026
Edmp, Inc. reported $124M in 13F securities across 70 holdings for Q2 2026, in a Form 13F filed July 29, 2026. The largest positions were AVGO (9.3%), ABBV (5.0%), AMGN (4.5%). Reported value rose 0.4% from the quarter before. It opened 5 new positions, added to 25, trimmed 29 and sold out of 6.
- 13F value Q2 2026
- $124M
- Holdings
- 70
- Change vs prior quarter
- +0.4%
- Rank by 13F value
- #7,939
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| AVGO Broadcom Inc. | $11.5M | 9.3% | 30,499 | -0.9% | Trimmed |
| ABBV AbbVie Inc. | $6.2M | 5.0% | 24,495 | -0.2% | Trimmed |
| AMGN Amgen Inc. | $5.6M | 4.5% | 15,552 | +0.2% | Added |
| MO Altria Group Inc. | $5.6M | 4.5% | 77,690 | +0.5% | Added |
| OHI Omega Healthcare Investors Inc. | $5.4M | 4.3% | 112,431 | +0.1% | Added |
| AFL AFLAC Incorporated | $4.9M | 4.0% | 42,038 | -0.6% | Trimmed |
| OMC Omnicom Group Inc. | $4.6M | 3.7% | 62,552 | +2.0% | Added |
| UGI UGI Corporation | $4.2M | 3.4% | 120,683 | +1.9% | Added |
| AMP Ameriprise Financial Inc. | $3.3M | 2.6% | 7,148 | -1.5% | Trimmed |
| TFC Truist Financial Corporation | $3.2M | 2.6% | 65,153 | -0.2% | Trimmed |
| SON Sonoco Products Company | $3.0M | 2.4% | 54,002 | +0.3% | Added |
| BWA BorgWarner Inc. | $2.9M | 2.3% | 43,271 | -10.7% | Trimmed |
| O Realty Income Corporation | $2.7M | 2.1% | 42,855 | +0.8% | Added |
| NFG National Fuel Gas Company | $2.6M | 2.1% | 33,443 | -0.2% | Trimmed |
| COR Cencora Inc. | $2.5M | 2.0% | 8,976 | -0.3% | Trimmed |
| ELV Elevance Health Inc. | $2.4M | 2.0% | 6,273 | -5.2% | Trimmed |
| EMN Eastman Chemical Company | $2.4M | 1.9% | 35,967 | -0.7% | Trimmed |
| CVX Chevron Corporation | $2.3M | 1.9% | 14,035 | -0.3% | Trimmed |
| Amdocs LTD | $2.3M | 1.9% | 45,697 | +98.9% | Added |
| EPD Enterprise Products Partners L.P. | $2.2M | 1.7% | 58,597 | +0.8% | Added |
| ES Eversource Energy (D/B/A) | $2.1M | 1.7% | 29,101 | +0.1% | Added |
| BMY Bristol-Myers Squibb Company | $2.1M | 1.7% | 35,784 | -0.4% | Trimmed |
| T AT&T Inc. | $2.1M | 1.7% | 99,333 | +0.3% | Added |
| RY Royal Bank Of Canada | $2.0M | 1.6% | 9,870 | -0.3% | Trimmed |
| OGE OGE Energy Corp | $2.0M | 1.6% | 40,845 | 0% | Unchanged |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $124M in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- Amdocs LTD Added+$1.1M
- CTSH Cognizant Technology Solutions Corporation Added+$503K
- INGR Ingredion Incorporated New+$319K
- GIS General Mills Inc. New+$275K
- ALV Autoliv Inc. New+$260K
- DVA DaVita Inc. New+$233K
- JD JD.com Inc. New+$209K
- BBY Best Buy Co. Inc. Added+$183K
- NVDA NVIDIA Corporation Added+$162K
- RJF Raymond James Financial Inc. Added+$135K
Biggest sells in Q2 2026
- CMI Cummins Inc. Trimmed-$2.5M
- CSCO Cisco Systems Inc. Sold out-$1.7M
- NTAP NetApp Inc. Sold out-$1.0M
- MU Micron Technology Inc. Trimmed-$368K
- BWA BorgWarner Inc. Trimmed-$343K
- PFE Pfizer Inc. Sold out-$314K
- LEA Lear Corporation Sold out-$303K
- MGA Magna International Inc. Trimmed-$293K
- EBAY eBay Inc. Trimmed-$289K
- C Citigroup Inc. Trimmed-$268K
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 5 new, 25 added, 29 trimmed, 6 sold out.
Sector mix
- Health Care22.8%
- Finance16.9%
- Consumer Discretionary15.5%
- Technology12.9%
- Utilities10.5%
- Real Estate7.1%
- Telecommunications3.6%
- Consumer Staples3.4%
- Industrials2.8%
- Not listed with us2.5%
- Energy1.9%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| VZ Verizon Communications Inc. | $2.0M | 1.6% | 46,707 | -1.2% | Trimmed |
| EBAY eBay Inc. | $2.0M | 1.6% | 17,657 | -12.8% | Trimmed |
| CI The Cigna Group | $1.8M | 1.4% | 6,508 | +1.3% | Added |
| AMZN Amazon.com Inc. | $1.8M | 1.4% | 7,384 | -7.4% | Trimmed |
| AIZ Assurant Inc. | $1.7M | 1.3% | 6,203 | -9.1% | Trimmed |
| C Citigroup Inc. | $1.6M | 1.3% | 11,510 | -14.3% | Trimmed |
| MMM 3M Company | $1.6M | 1.3% | 9,874 | +0.6% | Added |
| PEP PepsiCo Inc. | $1.6M | 1.3% | 11,496 | -1.1% | Trimmed |
| SMCI Super Micro Computer Inc. | $1.4M | 1.1% | 46,613 | +6.6% | Added |
| CTSH Cognizant Technology Solutions Corporation | $1.3M | 1.1% | 34,455 | +60.6% | Added |
| SJM The J.M. Smucker Company | $1.1M | 0.9% | 9,854 | -0.7% | Trimmed |
| MGA Magna International Inc. | $1.1M | 0.9% | 16,429 | -21.4% | Trimmed |
| BBY Best Buy Co. Inc. | $928K | 0.7% | 12,230 | +24.6% | Added |
| PRU Prudential Financial Inc. | $928K | 0.7% | 8,595 | +10.8% | Added |
| MPT Medical Properties Trust Inc. | $855K | 0.7% | 185,011 | -6.3% | Trimmed |
| FDX FedEx Corporation | $774K | 0.6% | 2,472 | -16.0% | Trimmed |
| TGT Target Corporation | $768K | 0.6% | 5,878 | 0% | Unchanged |
| CTBI Community Trust Bancorp Inc. | $688K | 0.6% | 9,504 | 0% | Unchanged |
| SF Stifel Financial Corporation | $679K | 0.5% | 9,728 | 0% | Unchanged |
| NVDA NVIDIA Corporation | $646K | 0.5% | 3,230 | +33.6% | Added |
| Genpact Limited SHS | $635K | 0.5% | 22,846 | 0% | Unchanged |
| AROW Arrow Financial Corporation | $584K | 0.5% | 14,237 | 0% | Unchanged |
| CAG ConAgra Brands Inc. | $536K | 0.4% | 39,787 | 0% | Unchanged |
| CCK Crown Holdings Inc. | $511K | 0.4% | 4,572 | -22.8% | Trimmed |
| FSLR First Solar Inc. | $509K | 0.4% | 2,159 | +33.4% | Added |
Showing the 50 largest of 70 share positions. The full filing on SEC EDGAR
Questions about Edmp, Inc.
- What does Edmp, Inc. own?
- In its Form 13F for Q2 2026, Edmp, Inc. reported 70 holdings worth $124M. The five largest were AVGO, ABBV, AMGN, MO, OHI.
- What did Edmp, Inc. buy and sell in Q2 2026?
- Edmp, Inc. opened 5 new positions, added to 25, trimmed 29 and sold out of 6 compared with the quarter before.
- When did Edmp, Inc. file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed July 29, 2026.
From Form 13F filed by Edmp, Inc. (SEC CIK 0001016021) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds