EDMP, INC.

CIK

1016021

Location

LUTZ, FL

Portfolio Value

Small $124,239,544

Diversification

Diversified

Filing Date

Global Rank

#5,623 / 8,645 ▼ 107

Top Industry

Drug Manufacturers - General 11.2%

3Y Alpha vs SPY

+23.9%

Period ended 52 days ago

Filed Jul 29, 2026 · 23d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+200.1%

SPY

+73.6%

Annualised alpha

+24.1%

Max drawdown

−12.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

70 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.3%

+1.6 pts

Top 5

27.6%

+3.0 pts

Top 10

43.8%

+3.2 pts

HHI

305

Diversified+33

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	17.2%	$21,382,709	16
Healthcare	16.8%	$20,850,976	7
Technology	15.1%	$18,710,883	8
Consumer Cyclical	10.2%	$12,635,683	9
Consumer Defensive	8.7%	$10,842,023	9
Communication Services	7.5%	$9,327,623	5
Real Estate	7.1%	$8,870,755	3
Utilities	6.6%	$8,259,036	3
Energy	5.7%	$7,062,600	3
Industrials	2.8%	$3,486,125	5
Basic Materials	1.9%	$2,409,069	1
Unclassified	0.3%	$402,062	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DOX	Amdocs Ltd	+22,718	45,697	$2,309,526
CTSH	Cognizant Technology Solutions Corp	+13,000	34,455	$1,334,442
SMCI	Super Micro Computer, Inc.	+2,892	46,613	$1,367,159
CMCSA	Comcast Corp	+2,688	18,482	$453,733
BBY	Best Buy Co Inc	+2,415	12,230	$928,012
UGI	Ugi Corp /Pa/	+2,291	120,683	$4,168,390
WU	Western Union CO	+2,022	22,089	$170,085
OMC	Omnicom Group Inc.	+1,224	62,552	$4,555,662
RJF	Raymond James Financial Inc	+890	2,552	$387,980
PRU	Prudential Financial Inc	+839	8,595	$927,658
NVDA	Nvidia Corp	+812	3,230	$646,290
FSLR	First Solar, Inc.	+541	2,159	$509,437
EPD	Enterprise Products Partners L.P.	+459	58,597	$2,154,025
MO	Altria Group, Inc.	+368	77,690	$5,589,795
O	Realty Income Corp	+333	42,855	$2,655,295
T	At&T Inc.	+292	99,333	$2,056,193
SON	Sonoco Products Co	+174	54,002	$3,043,012
OHI	Omega Healthcare Investors Inc	+140	112,431	$5,360,710
FISV	Fiserv Inc	+95	8,197	$402,062
CI	Cigna Group	+82	6,508	$1,794,125
MMM	3M Co	+57	9,874	$1,598,699
ES	Eversource Energy	+43	29,101	$2,103,129
AMGN	Amgen Inc	+28	15,552	$5,631,690
META	Meta Platforms, Inc.	+9	505	$284,461
JPM	Jpmorgan Chase & Co	+8	1,553	$508,343
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MPT	Medical Properties Trust Inc	−12,506	185,011	$854,750
BWA	Borgwarner Inc	−5,171	43,271	$2,873,194
MGA	Magna International Inc	−4,472	16,429	$1,078,728
CMI	Cummins Inc	−3,519	410	$292,416
GPN	Global Payments Inc	−3,009	6,852	$497,181
EBAY	Ebay Inc	−2,589	17,657	$1,973,169
C	Citigroup Inc	−1,916	11,510	$1,610,939
CCK	Crown Holdings, Inc.	−1,350	4,572	$511,241
TKR	Timken Co	−911	2,228	$323,772
AIZ	Assurant, Inc.	−621	6,203	$1,665,691
AMZN	Amazon Com Inc	−587	7,384	$1,759,902
VZ	Verizon Communications Inc	−544	46,707	$1,977,574
FDX	Fedex Corp	−471	2,472	$774,057
CB	Chubb Ltd	−407	648	$220,799
ELV	Elevance Health, Inc.	−343	6,273	$2,425,957
MU	Micron Technology Inc	−319	342	$394,767
AVGO	Broadcom Inc.	−276	30,499	$11,520,997
AFL	Aflac Inc	−273	42,038	$4,928,955
EMN	Eastman Chemical Co	−246	35,967	$2,409,069
BMY	Bristol Myers Squibb Co	−126	35,784	$2,061,874
TFC	Truist Financial Corp	−125	65,153	$3,245,922
PEP	Pepsico Inc	−124	11,496	$1,556,558
AMP	Ameriprise Financial Inc	−106	7,148	$3,279,216
SJM	J M SMUCKER Co	−69	9,854	$1,108,575
NFG	National Fuel Gas Co	−64	33,443	$2,582,134
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
INGR	Ingredion Inc	3,367	$318,888
GIS	General Mills Inc	7,909	$275,233
ALV	Autoliv Inc	2,237	$259,872
DVA	Davita Inc.	1,049	$233,381
JD	JD.com, Inc.	8,185	$208,553
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
CSCO	Cisco Systems, Inc.	21,370	$1,658,098
NTAP	NetApp, Inc.	10,219	$1,046,323
PFE	Pfizer Inc	11,174	$313,765
LEA	Lear Corp	2,502	$302,942
PHM	Pultegroup Inc/Mi/	2,091	$245,922
JBL	Jabil Inc	893	$237,207
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

70 tracked positions · $124,239,544 total · filing declares 70 positions · $124,257,173 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 70 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Reduced	30,499	-276	$11,520,997	+21.0%	9.27%
ABBV	AbbVie Inc. Healthcare	Reduced	24,495	-41	$6,163,921	+15.5%	4.96%
AMGN	Amgen Inc Healthcare	Added	15,552	+28	$5,631,690	+3.1%	4.53%
MO	Altria Group, Inc. Consumer Defensive	Added	77,690	+368	$5,589,795	+9.6%	4.50%
OHI	Omega Healthcare Investors Inc Real Estate	Added	112,431	+140	$5,360,710	+8.9%	4.31%
AFL	Aflac Inc Financial Services	Reduced	42,038	-273	$4,928,955	+6.2%	3.97%
OMC	Omnicom Group Inc. Communication Services	Added	62,552	+1,224	$4,555,662	−1.4%	3.67%
UGI	Ugi Corp /Pa/ Utilities	Added	120,683	+2,291	$4,168,390	−3.3%	3.36%
AMP	Ameriprise Financial Inc Financial Services	Reduced	7,148	-106	$3,279,216	+1.7%	2.64%
TFC	Truist Financial Corp Financial Services	Reduced	65,153	-125	$3,245,922	+8.2%	2.61%
SON	Sonoco Products Co Consumer Cyclical	Added	54,002	+174	$3,043,012	+4.5%	2.45%
BWA	Borgwarner Inc Consumer Cyclical	Reduced	43,271	-5,171	$2,873,194	+9.3%	2.31%
O	Realty Income Corp Real Estate	Added	42,855	+333	$2,655,295	+2.1%	2.14%
NFG	National Fuel Gas Co Energy	Reduced	33,443	-64	$2,582,134	−18.0%	2.08%
COR	Cencora, Inc. Healthcare	Reduced	8,976	-24	$2,540,028	−10.2%	2.04%
ELV	Elevance Health, Inc. Healthcare	Reduced	6,273	-343	$2,425,957	+25.3%	1.95%
EMN	Eastman Chemical Co Basic Materials	Reduced	35,967	-246	$2,409,069	−12.8%	1.94%
CVX	Chevron Corp Energy	Reduced	14,035	-48	$2,326,441	−20.2%	1.87%
DOX	Amdocs Ltd Technology	Added	45,697	+22,718	$2,309,526	+54.0%	1.86%
EPD	Enterprise Products Partners L.P. Energy	Added	58,597	+459	$2,154,025	−2.1%	1.73%
ES	Eversource Energy Utilities	Added	29,101	+43	$2,103,129	+4.5%	1.69%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	35,784	-126	$2,061,874	−5.3%	1.66%
T	At&T Inc. Communication Services	Added	99,333	+292	$2,056,193	−28.4%	1.66%
RY	Royal Bank Of Canada Financial Services	Reduced	9,870	-25	$2,042,793	+27.6%	1.64%
OGE	Oge Energy Corp. Utilities	Held	40,845	0	$1,987,517	+1.5%	1.60%
VZ	Verizon Communications Inc Communication Services	Reduced	46,707	-544	$1,977,574	−16.6%	1.59%
EBAY	Ebay Inc Consumer Cyclical	Reduced	17,657	-2,589	$1,973,169	+7.1%	1.59%
CI	Cigna Group Healthcare	Added	6,508	+82	$1,794,125	+4.7%	1.44%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	7,384	-587	$1,759,902	+6.0%	1.42%
AIZ	Assurant, Inc. Financial Services	Reduced	6,203	-621	$1,665,691	+12.1%	1.34%
C	Citigroup Inc Financial Services	Reduced	11,510	-1,916	$1,610,939	+5.8%	1.30%
MMM	3M Co Industrials	Added	9,874	+57	$1,598,699	+12.1%	1.29%
PEP	Pepsico Inc Consumer Defensive	Reduced	11,496	-124	$1,556,558	−13.7%	1.25%
SMCI	Super Micro Computer, Inc. Technology	Added	46,613	+2,892	$1,367,159	+37.3%	1.10%
CTSH	Cognizant Technology Solutions Corp Technology	Added	34,455	+13,000	$1,334,442	+1.4%	1.07%
SJM	J M SMUCKER Co Consumer Defensive	Reduced	9,854	-69	$1,108,575	+15.8%	0.89%
MGA	Magna International Inc Consumer Cyclical	Reduced	16,429	-4,472	$1,078,728	−7.5%	0.87%
BBY	Best Buy Co Inc Consumer Cyclical	Added	12,230	+2,415	$928,012	+47.3%	0.75%
PRU	Prudential Financial Inc Financial Services	Added	8,595	+839	$927,658	+22.4%	0.75%
MPT	Medical Properties Trust Inc Real Estate	Reduced	185,011	-12,506	$854,750	−6.5%	0.69%
FDX	Fedex Corp Industrials	Reduced	2,472	-471	$774,057	−26.2%	0.62%
TGT	Target Corp Consumer Defensive	Held	5,878	0	$767,725	+7.8%	0.62%
CTBI	Community Trust Bancorp Inc /Ky/ Financial Services	Held	9,504	0	$687,709	+19.2%	0.55%
SF	Stifel Financial Corp Financial Services	Added	9,728	+1	$678,722	−5.6%	0.55%
NVDA	Nvidia Corp Technology	Added	3,230	+812	$646,290	+53.3%	0.52%
G	Genpact LTD Technology	Held	22,846	0	$628,265	−26.2%	0.51%
AROW	Arrow Financial Corp Financial Services	Held	14,237	0	$583,574	+22.1%	0.47%
CAG	Conagra Brands Inc. Consumer Defensive	Held	39,787	0	$535,533	−14.4%	0.43%
CCK	Crown Holdings, Inc. Consumer Cyclical	Reduced	4,572	-1,350	$511,241	−13.9%	0.41%
FSLR	First Solar, Inc. Technology	Added	2,159	+541	$509,437	+59.6%	0.41%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.