Edmp, Inc.
Net seller this quarter
$124M
70
-$7.08M
43.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AVGO | $11.5M | 9.27% | 0.00% | -0.9% | Q2 2019 |
 ABBV | $6.16M | 4.96% | 0.00% | -0.2% | Q2 2013 |
 AMGN | $5.63M | 4.53% | 0.00% | +0.2% | Q4 2016 |
 MO | $5.59M | 4.50% | 0.00% | +0.5% | Q2 2014 |
 OHI | $5.36M | 4.31% | 0.04% | +0.1% | Q2 2013 |
 AFL | $4.93M | 3.97% | 0.01% | -0.7% | Q2 2013 |
 OMC | $4.57M | 3.68% | 0.02% | +2.0% | Q3 2021 |
 UGI | $4.17M | 3.35% | 0.06% | +1.9% | Q1 2021 |
 AMP | $3.28M | 2.64% | 0.01% | -1.5% | Q1 2015 |
 TFC | $3.25M | 2.61% | 0.01% | -0.2% | Q1 2023 |
 SON | $3.04M | 2.45% | 0.05% | +0.3% | Q1 2026 |
 BWA | $2.87M | 2.31% | 0.02% | -10.7% | Q3 2021 |
 O | $2.66M | 2.14% | 0.00% | +0.8% | Q2 2023 |
 NFG | $2.58M | 2.08% | 0.04% | -0.2% | Q3 2023 |
 COR | $2.54M | 2.04% | 0.00% | -0.3% | Q4 2014 |
 ELV | $2.43M | 1.95% | 0.00% | -5.2% | Q2 2019 |
 EMN | $2.41M | 1.94% | 0.03% | -0.7% | Q1 2023 |
 CVX | $2.33M | 1.87% | 0.00% | -0.3% | Q2 2013 |
 DOX | $2.31M | 1.86% | 0.04% | +98.9% | Q3 2024 |
 EPD | $2.15M | 1.73% | 0.00% | +0.8% | Q4 2019 |
 ES | $2.1M | 1.69% | 0.01% | +0.2% | Q1 2025 |
 BMY | $2.06M | 1.66% | 0.00% | -0.4% | Q2 2020 |
 T | $2.06M | 1.65% | 0.00% | +0.3% | Q2 2013 |
 RY | $2.04M | 1.64% | 0.00% | -0.3% | Q4 2015 |
 OGE | $1.99M | 1.60% | 0.02% | Not reported | Q1 2021 |
 VZ | $1.98M | 1.59% | 0.00% | -1.2% | Q4 2015 |
 EBAY | $1.97M | 1.59% | 0.00% | -12.8% | Q1 2021 |
 CI | $1.79M | 1.44% | 0.00% | +1.3% | Q4 2018 |
 AMZN | $1.76M | 1.42% | 0.00% | -7.4% | Q1 2021 |
 AIZ | $1.67M | 1.34% | 0.01% | -9.1% | Q1 2023 |
 C | $1.61M | 1.30% | 0.00% | -14.3% | Q1 2025 |
 MMM | $1.6M | 1.29% | 0.00% | +0.6% | Q1 2023 |
 PEP | $1.56M | 1.25% | 0.00% | -1.1% | Q2 2013 |
 SMCI | $1.37M | 1.10% | 0.01% | +6.6% | Q3 2024 |
 CTSH | $1.33M | 1.07% | 0.01% | +60.6% | Q2 2013 |
 SJM | $1.11M | 0.89% | 0.01% | -0.7% | Q3 2018 |
 MGA | $1.08M | 0.87% | 0.01% | -21.4% | Q1 2022 |
 BBY | $928K | 0.75% | 0.01% | +24.6% | Q2 2013 |
 PRU | $928K | 0.75% | 0.00% | +10.8% | Q3 2019 |
 MPT | $855K | 0.69% | 0.03% | -6.3% | Q1 2023 |
 FDX | $774K | 0.62% | 0.00% | -16.0% | Q3 2019 |
 TGT | $768K | 0.62% | 0.00% | Not reported | Q4 2016 |
 CTBI | $688K | 0.55% | 0.05% | Not reported | Q4 2025 |
 SF | $679K | 0.55% | 0.01% | 0.0% | Q1 2025 |
 NVDA | $646K | 0.52% | 0.00% | +33.6% | Q1 2026 |
 G | $635K | 0.51% | 0.01% | Not reported | Q1 2026 |
 AROW | $584K | 0.47% | 0.09% | Not reported | Q4 2025 |
 CAG | $536K | 0.43% | 0.01% | Not reported | Q3 2024 |
 CCK | $511K | 0.41% | 0.00% | -22.8% | Q3 2019 |
 FSLR | $509K | 0.41% | 0.00% | +33.4% | Q4 2025 |
| Q1 2026 | |||||
| AVGO | $9.53M | 7.70% | 0.00% | -3.3% | Q2 2019 |
| AMGN | $5.46M | 4.42% | 0.00% | -0.9% | Q4 2016 |
| ABBV | $5.34M | 4.31% | 0.00% | -1.4% | Q2 2013 |
| MO | $5.1M | 4.12% | 0.00% | -1.6% | Q2 2014 |
| OHI | $4.92M | 3.98% | 0.04% | -1.6% | Q2 2013 |
| AFL | $4.64M | 3.75% | 0.01% | -1.5% | Q2 2013 |
| OMC | $4.63M | 3.74% | 0.02% | +271.2% | Q3 2021 |
| UGI | $4.31M | 3.49% | 0.06% | -0.8% | Q1 2021 |
| AMP | $3.22M | 2.61% | 0.01% | +2.1% | Q1 2015 |
| NFG | $3.15M | 2.55% | 0.04% | -0.7% | Q3 2023 |
| TFC | $3M | 2.43% | 0.01% | -0.4% | Q1 2023 |
| CVX | $2.91M | 2.36% | 0.00% | -3.7% | Q2 2013 |
| SON | $2.91M | 2.35% | 0.05% | New | Q1 2026 |
| T | $2.87M | 2.32% | 0.00% | -1.4% | Q2 2013 |
| COR | $2.83M | 2.29% | 0.00% | -6.7% | Q4 2014 |
| EMN | $2.76M | 2.23% | 0.03% | -1.1% | Q1 2023 |
| BWA | $2.63M | 2.12% | 0.02% | +3.6% | Q3 2021 |
| O | $2.6M | 2.10% | 0.00% | -4.2% | Q2 2023 |
| VZ | $2.37M | 1.92% | 0.00% | +5.3% | Q4 2015 |
| EPD | $2.2M | 1.78% | 0.00% | -2.6% | Q4 2019 |
| BMY | $2.18M | 1.76% | 0.00% | -0.3% | Q2 2020 |
 CMI | $2.11M | 1.71% | 0.00% | -12.8% | Q1 2015 |
| ES | $2.01M | 1.63% | 0.01% | -1.7% | Q1 2025 |
| OGE | $1.96M | 1.58% | 0.02% | -0.5% | Q1 2021 |
| ELV | $1.94M | 1.57% | 0.00% | -0.3% | Q2 2019 |
| EBAY | $1.84M | 1.49% | 0.00% | 0.0% | Q1 2021 |
| PEP | $1.8M | 1.46% | 0.00% | -0.8% | Q2 2013 |
| CI | $1.71M | 1.39% | 0.00% | +11.8% | Q4 2018 |
| AMZN | $1.66M | 1.34% | 0.00% | +5.8% | Q1 2021 |
 CSCO | $1.66M | 1.34% | 0.00% | -4.2% | Q1 2015 |
| RY | $1.6M | 1.29% | 0.00% | Not reported | Q4 2015 |
| C | $1.52M | 1.23% | 0.00% | +0.6% | Q1 2025 |
| DOX | $1.5M | 1.21% | 0.02% | +13.0% | Q3 2024 |
| AIZ | $1.49M | 1.20% | 0.01% | Not reported | Q1 2023 |
| MMM | $1.43M | 1.15% | 0.00% | -6.8% | Q1 2023 |
| CTSH | $1.32M | 1.06% | 0.00% | +2.9% | Q2 2013 |
| MGA | $1.17M | 0.94% | 0.01% | -1.6% | Q1 2022 |
| FDX | $1.05M | 0.85% | 0.00% | -14.1% | Q3 2019 |
 NTAP | $1.05M | 0.85% | 0.01% | 0.0% | Q1 2023 |
| SMCI | $996K | 0.80% | 0.01% | +4.1% | Q3 2024 |
| SJM | $957K | 0.77% | 0.01% | +1.0% | Q3 2018 |
| MPT | $915K | 0.74% | 0.03% | -3.6% | Q1 2023 |
| G | $852K | 0.69% | 0.01% | New | Q1 2026 |
| PRU | $758K | 0.61% | 0.00% | -0.6% | Q3 2019 |
| SF | $719K | 0.58% | 0.01% | -0.1% | Q1 2025 |
| TGT | $712K | 0.58% | 0.00% | +10.6% | Q4 2016 |
 GPN | $664K | 0.54% | 0.00% | +6.8% | Q2 2023 |
| BBY | $630K | 0.51% | 0.00% | +29.2% | Q2 2013 |
| CAG | $625K | 0.51% | 0.01% | +11.2% | Q3 2024 |
| CCK | $594K | 0.48% | 0.01% | Not reported | Q3 2019 |
| Q4 2025 | |||||
| AVGO | $11M | 9.05% | 0.00% | -2.5% | Q2 2019 |
| ABBV | $5.68M | 4.67% | 0.00% | -2.1% | Q2 2013 |
| AMGN | $5.13M | 4.22% | 0.00% | -1.6% | Q4 2016 |
| OHI | $5.06M | 4.16% | 0.04% | -1.3% | Q2 2013 |
| AFL | $4.74M | 3.89% | 0.01% | -1.1% | Q2 2013 |
| MO | $4.53M | 3.72% | 0.00% | -14.0% | Q2 2014 |
| UGI | $4.47M | 3.67% | 0.06% | -7.3% | Q1 2021 |
| AMP | $3.48M | 2.86% | 0.01% | -9.7% | Q1 2015 |
| COR | $3.26M | 2.68% | 0.01% | -0.4% | Q4 2014 |
| TFC | $3.23M | 2.65% | 0.01% | -1.0% | Q1 2023 |
 JNJ | $3.04M | 2.50% | 0.00% | -2.0% | Q2 2013 |
| NFG | $2.7M | 2.22% | 0.04% | -2.0% | Q3 2023 |
| O | $2.5M | 2.06% | 0.00% | -7.8% | Q2 2023 |
| T | $2.5M | 2.05% | 0.00% | -4.7% | Q2 2013 |
| EMN | $2.34M | 1.92% | 0.03% | -17.9% | Q1 2023 |
| ELV | $2.33M | 1.91% | 0.00% | -3.6% | Q2 2019 |
| CMI | $2.3M | 1.89% | 0.00% | -8.1% | Q1 2015 |
| CVX | $2.23M | 1.83% | 0.00% | -1.3% | Q2 2013 |
| BWA | $2.11M | 1.73% | 0.02% | -1.0% | Q3 2021 |
| ES | $1.99M | 1.64% | 0.01% | -12.3% | Q1 2025 |
| BMY | $1.94M | 1.60% | 0.00% | -4.8% | Q2 2020 |
 CAH | $1.93M | 1.59% | 0.00% | -0.7% | Q1 2018 |
| EPD | $1.91M | 1.57% | 0.00% | -17.5% | Q4 2019 |
| VZ | $1.83M | 1.50% | 0.00% | -10.3% | Q4 2015 |
| EBAY | $1.76M | 1.45% | 0.00% | -1.3% | Q1 2021 |
| OGE | $1.75M | 1.44% | 0.02% | -0.9% | Q1 2021 |
| AMZN | $1.74M | 1.43% | 0.00% | -10.8% | Q1 2021 |
| CTSH | $1.73M | 1.42% | 0.00% | +1.1% | Q2 2013 |
| CSCO | $1.72M | 1.41% | 0.00% | -1.8% | Q1 2015 |
| RY | $1.69M | 1.39% | 0.00% | -0.5% | Q4 2015 |
| MMM | $1.69M | 1.39% | 0.00% | -2.1% | Q1 2023 |
| PEP | $1.68M | 1.38% | 0.00% | -17.3% | Q2 2013 |
| AIZ | $1.64M | 1.35% | 0.01% | -2.4% | Q1 2023 |
| DOX | $1.64M | 1.35% | 0.02% | -5.0% | Q3 2024 |
| CI | $1.58M | 1.30% | 0.00% | -13.0% | Q4 2018 |
| C | $1.56M | 1.28% | 0.00% | +36.7% | Q1 2025 |
 WHR | $1.54M | 1.27% | 0.04% | -1.6% | Q4 2019 |
| OMC | $1.33M | 1.10% | 0.01% | -15.1% | Q3 2021 |
| SMCI | $1.23M | 1.01% | 0.01% | -15.0% | Q3 2024 |
| MGA | $1.13M | 0.93% | 0.01% | +1.6% | Q1 2022 |
| NTAP | $1.09M | 0.90% | 0.01% | Not reported | Q1 2023 |
| MPT | $1.02M | 0.84% | 0.03% | -3.3% | Q1 2023 |
| FDX | $990K | 0.81% | 0.00% | -27.6% | Q3 2019 |
| SJM | $961K | 0.79% | 0.01% | Not reported | Q3 2018 |
| PRU | $881K | 0.72% | 0.00% | +81.6% | Q3 2019 |
| SF | $813K | 0.67% | 0.01% | +2.4% | Q1 2025 |
| GPN | $715K | 0.59% | 0.00% | -23.9% | Q2 2023 |
| CAG | $619K | 0.51% | 0.01% | -11.1% | Q3 2024 |
| CCK | $610K | 0.50% | 0.01% | -3.5% | Q3 2019 |
| TGT | $519K | 0.43% | 0.00% | +108.8% | Q4 2016 |
| Q3 2025 | |||||
| AVGO | $10.8M | 8.53% | 0.00% | -3.0% | Q2 2019 |
| MO | $6.04M | 4.78% | 0.01% | +1.3% | Q2 2014 |
| ABBV | $5.88M | 4.66% | 0.00% | -0.3% | Q2 2013 |
| OHI | $4.88M | 3.87% | 0.04% | -1.4% | Q2 2013 |
| AFL | $4.85M | 3.85% | 0.01% | -0.6% | Q2 2013 |
| AMGN | $4.49M | 3.56% | 0.00% | +0.4% | Q4 2016 |
| UGI | $4.28M | 3.39% | 0.06% | -0.3% | Q1 2021 |
| AMP | $3.87M | 3.06% | 0.01% | -1.7% | Q1 2015 |
| NFG | $3.18M | 2.52% | 0.04% | -0.1% | Q3 2023 |
| COR | $3.03M | 2.40% | 0.01% | -3.0% | Q4 2014 |
| TFC | $3.03M | 2.40% | 0.01% | +1.6% | Q1 2023 |
| T | $2.98M | 2.36% | 0.00% | -1.3% | Q2 2013 |
| O | $2.93M | 2.32% | 0.01% | +2.9% | Q2 2023 |
| EMN | $2.81M | 2.23% | 0.04% | +95.0% | Q1 2023 |
| JNJ | $2.78M | 2.20% | 0.00% | +15.1% | Q2 2013 |
| ES | $2.4M | 1.90% | 0.01% | +32.7% | Q1 2025 |
| SMCI | $2.37M | 1.88% | 0.01% | +1.7% | Q3 2024 |
| CVX | $2.3M | 1.82% | 0.00% | 0.0% | Q2 2013 |
| EPD | $2.26M | 1.79% | 0.00% | +1.0% | Q4 2019 |
| ELV | $2.22M | 1.76% | 0.00% | +1.5% | Q2 2019 |
| VZ | $2.2M | 1.74% | 0.00% | +6.1% | Q4 2015 |
| BWA | $2.08M | 1.65% | 0.02% | -1.3% | Q3 2021 |
| CMI | $2.07M | 1.64% | 0.00% | +1.1% | Q1 2015 |
| PEP | $1.99M | 1.58% | 0.00% | +16.3% | Q2 2013 |
| OGE | $1.91M | 1.52% | 0.02% | Not reported | Q1 2021 |
| CI | $1.9M | 1.51% | 0.00% | -2.5% | Q4 2018 |
| EBAY | $1.87M | 1.48% | 0.00% | 0.0% | Q1 2021 |
| AMZN | $1.85M | 1.47% | 0.00% | +7.4% | Q1 2021 |
| DOX | $1.76M | 1.39% | 0.02% | +2.9% | Q3 2024 |
| WHR | $1.71M | 1.35% | 0.04% | -6.6% | Q4 2019 |
| BMY | $1.71M | 1.35% | 0.00% | +0.4% | Q2 2020 |
| MMM | $1.67M | 1.32% | 0.00% | -1.9% | Q1 2023 |
| OMC | $1.59M | 1.26% | 0.01% | -0.9% | Q3 2021 |
| CSCO | $1.55M | 1.23% | 0.00% | -0.7% | Q1 2015 |
| AIZ | $1.51M | 1.20% | 0.01% | +2.4% | Q1 2023 |
| CAH | $1.49M | 1.18% | 0.00% | -8.3% | Q1 2018 |
| RY | $1.46M | 1.16% | 0.00% | -1.7% | Q4 2015 |
| CTSH | $1.38M | 1.10% | 0.00% | 0.0% | Q2 2013 |
| NTAP | $1.21M | 0.96% | 0.01% | -0.2% | Q1 2023 |
| FDX | $1.12M | 0.88% | 0.00% | -0.5% | Q3 2019 |
| MPT | $1.07M | 0.85% | 0.04% | +7.3% | Q1 2023 |
| SJM | $1.07M | 0.85% | 0.01% | -17.2% | Q3 2018 |
| GPN | $1.01M | 0.80% | 0.01% | +61.0% | Q2 2023 |
| C | $991K | 0.79% | 0.00% | +0.7% | Q1 2025 |
| MGA | $990K | 0.79% | 0.01% | -1.9% | Q1 2022 |
| CAG | $737K | 0.58% | 0.01% | -17.3% | Q3 2024 |
| SF | $719K | 0.57% | 0.01% | -0.3% | Q1 2025 |
 BABA | $690K | 0.55% | 0.00% | -0.7% | Q3 2023 |
 CMCSA | $676K | 0.54% | 0.00% | -7.4% | Q3 2019 |
| BBY | $605K | 0.48% | 0.00% | Not reported | Q2 2013 |