EDMP, INC.

CIK

1016021

Location

LUTZ, FL

Portfolio Value

Small $123,689,318

Diversification

Diversified

Filing Date

Global Rank

#4,907 / 8,232 ▲ 328

Top Industry

Drug Manufacturers - General 10.8%

3Y Alpha vs SPY

-4.0%

Period ended 2 months ago

Filed Apr 28, 2026 · 47d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+59.5%

SPY

+76.3%

Annualised alpha

-4.0%

Max drawdown

−11.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

71 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.7%

−1.4 pts

Top 5

24.5%

−1.5 pts

Top 10

40.7%

−1.0 pts

HHI

272

Diversified−16

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	16.0%	$19,768,388	7
Financial Services	15.9%	$19,624,099	16
Technology	14.6%	$18,093,388	11
Consumer Cyclical	9.7%	$11,982,079	9
Communication Services	8.6%	$10,599,030	5
Consumer Defensive	8.0%	$9,856,775	7
Real Estate	6.8%	$8,436,589	3
Utilities	6.7%	$8,283,900	3
Energy	6.7%	$8,262,030	3
Industrials	4.5%	$5,567,173	5
Basic Materials	2.2%	$2,763,776	1
Unclassified	0.4%	$452,091	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
OMC	Omnicom Group Inc.	+44,806	61,328	$4,618,611
CAG	Conagra Brands Inc.	+4,019	39,787	$625,451
SF	Stifel Financial Corp	+3,237	9,727	$719,019
DOX	Amdocs Ltd	+2,651	22,979	$1,499,609
VZ	Verizon Communications Inc	+2,364	47,251	$2,372,000
BBY	Best Buy Co Inc	+2,216	9,815	$630,123
WU	Western Union CO	+2,164	20,067	$175,184
CTBI	Community Trust Bancorp Inc /Ky/	+1,855	9,504	$577,082
SMCI	Super Micro Computer, Inc.	+1,722	43,721	$995,527
BWA	Borgwarner Inc	+1,688	48,442	$2,628,462
CMCSA	Comcast Corp	+1,072	15,794	$453,445
CI	Cigna Group	+680	6,426	$1,714,135
LEA	Lear Corp	+674	2,502	$302,942
GPN	Global Payments Inc	+628	9,861	$663,645
CTSH	Cognizant Technology Solutions Corp	+610	21,455	$1,316,264
TGT	Target Corp	+565	5,878	$712,413
AMZN	Amazon Com Inc	+435	7,971	$1,660,120
FSLR	First Solar, Inc.	+428	1,618	$319,166
AMP	Ameriprise Financial Inc	+149	7,254	$3,223,677
JPM	Jpmorgan Chase & Co	+126	1,545	$454,477
SJM	J M SMUCKER Co	+97	9,923	$956,974
C	Citigroup Inc	+81	13,426	$1,522,642
NTAP	NetApp, Inc.	+2	10,219	$1,046,323
EBAY	Ebay Inc	+1	20,246	$1,842,790
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MPT	Medical Properties Trust Inc	−7,291	197,517	$914,503
O	Realty Income Corp	−1,864	42,522	$2,601,495
OHI	Omega Healthcare Investors Inc	−1,835	112,291	$4,920,591
TKR	Timken Co	−1,824	3,139	$315,689
EPD	Enterprise Products Partners L.P.	−1,577	58,138	$2,199,941
T	At&T Inc.	−1,450	99,041	$2,871,198
MO	Altria Group, Inc.	−1,264	77,322	$5,102,478
AVGO	Broadcom Inc.	−1,038	30,775	$9,525,170
UGI	Ugi Corp /Pa/	−941	118,392	$4,311,836
CSCO	Cisco Systems, Inc.	−939	21,370	$1,658,098
PFE	Pfizer Inc	−776	11,174	$313,765
MMM	3M Co	−720	9,817	$1,425,722
AFL	Aflac Inc	−647	42,311	$4,641,939
COR	Cencora, Inc.	−645	9,000	$2,827,260
CMI	Cummins Inc	−574	3,929	$2,113,880
CVX	Chevron Corp	−533	14,083	$2,913,772
ES	Eversource Energy	−509	29,058	$2,013,138
FDX	Fedex Corp	−484	2,943	$1,048,237
EMN	Eastman Chemical Co	−406	36,213	$2,763,776
MGA	Magna International Inc	−342	20,901	$1,166,484
ABBV	AbbVie Inc.	−340	24,536	$5,336,334
TFC	Truist Financial Corp	−266	65,278	$3,000,829
NFG	National Fuel Gas Co	−251	33,507	$3,148,317
OGE	Oge Energy Corp.	−183	40,845	$1,958,926
AMGN	Amgen Inc	−145	15,524	$5,462,119
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
SON	Sonoco Products Co	53,828	$2,911,556
G	Genpact LTD	22,846	$851,013
FISV	Fiserv Inc	8,102	$452,091
NVDA	Nvidia Corp	2,418	$421,699
META	Meta Platforms, Inc.	496	$283,776
MU	Micron Technology Inc	661	$223,312
DNP	Dnp Select Income Fund Inc	12,267	$126,350
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
JNJ	Johnson & Johnson	14,680	$3,038,026
CAH	Cardinal Health Inc	9,405	$1,932,727
WHR	Whirlpool Corp /De/	21,392	$1,543,218
WSM	Williams Sonoma Inc	1,322	$236,095
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

71 positions · $123,689,318 total · as of Mar 31, 2026

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

Showing 1–50 of 71 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Reduced	30,775	-1,038	$9,525,170	−13.5%	7.70%
AMGN	Amgen Inc Healthcare	Reduced	15,524	-145	$5,462,119	+6.5%	4.42%
ABBV	AbbVie Inc. Healthcare	Reduced	24,536	-340	$5,336,334	−6.1%	4.31%
MO	Altria Group, Inc. Consumer Defensive	Reduced	77,322	-1,264	$5,102,478	+12.6%	4.13%
OHI	Omega Healthcare Investors Inc Real Estate	Reduced	112,291	-1,835	$4,920,591	−2.8%	3.98%
AFL	Aflac Inc Financial Services	Reduced	42,311	-647	$4,641,939	−2.0%	3.75%
OMC	Omnicom Group Inc. Communication Services	Added	61,328	+44,806	$4,618,611	+246.2%	3.73%
UGI	Ugi Corp /Pa/ Utilities	Reduced	118,392	-941	$4,311,836	−3.5%	3.49%
AMP	Ameriprise Financial Inc Financial Services	Added	7,254	+149	$3,223,677	−7.5%	2.61%
NFG	National Fuel Gas Co Energy	Reduced	33,507	-251	$3,148,317	+16.5%	2.55%
TFC	Truist Financial Corp Financial Services	Reduced	65,278	-266	$3,000,829	−7.0%	2.43%
CVX	Chevron Corp Energy	Reduced	14,083	-533	$2,913,772	+30.8%	2.36%
SON	Sonoco Products Co Consumer Cyclical	NEW	53,828	NEW	$2,911,556	NEW	2.35%
T	At&T Inc. Communication Services	Reduced	99,041	-1,450	$2,871,198	+15.0%	2.32%
COR	Cencora, Inc. Healthcare	Reduced	9,000	-645	$2,827,260	−13.2%	2.29%
EMN	Eastman Chemical Co Basic Materials	Reduced	36,213	-406	$2,763,776	+18.2%	2.23%
BWA	Borgwarner Inc Consumer Cyclical	Added	48,442	+1,688	$2,628,462	+24.8%	2.13%
O	Realty Income Corp Real Estate	Reduced	42,522	-1,864	$2,601,495	+4.0%	2.10%
VZ	Verizon Communications Inc Communication Services	Added	47,251	+2,364	$2,372,000	+29.7%	1.92%
EPD	Enterprise Products Partners L.P. Energy	Reduced	58,138	-1,577	$2,199,941	+14.9%	1.78%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	35,910	-96	$2,177,941	+12.1%	1.76%
CMI	Cummins Inc Industrials	Reduced	3,929	-574	$2,113,880	−8.0%	1.71%
ES	Eversource Energy Utilities	Reduced	29,058	-509	$2,013,138	+1.1%	1.63%
OGE	Oge Energy Corp. Utilities	Reduced	40,845	-183	$1,958,926	+11.8%	1.58%
ELV	Elevance Health, Inc. Healthcare	Reduced	6,616	-19	$1,936,834	−16.7%	1.57%
EBAY	Ebay Inc Consumer Cyclical	Added	20,246	+1	$1,842,790	+4.5%	1.49%
PEP	Pepsico Inc Consumer Defensive	Reduced	11,620	-97	$1,804,469	+7.3%	1.46%
CI	Cigna Group Healthcare	Added	6,426	+680	$1,714,135	+8.4%	1.39%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,971	+435	$1,660,120	−4.6%	1.34%
CSCO	Cisco Systems, Inc. Technology	Reduced	21,370	-939	$1,658,098	−3.5%	1.34%
RY	Royal Bank Of Canada Financial Services	Held	9,895	0	$1,600,813	−5.1%	1.29%
C	Citigroup Inc Financial Services	Added	13,426	+81	$1,522,642	−2.2%	1.23%
DOX	Amdocs Ltd Technology	Added	22,979	+2,651	$1,499,609	−8.4%	1.21%
AIZ	Assurant, Inc. Financial Services	Held	6,824	0	$1,486,335	−9.6%	1.20%
MMM	3M Co Industrials	Reduced	9,817	-720	$1,425,722	−15.5%	1.15%
CTSH	Cognizant Technology Solutions Corp Technology	Added	21,455	+610	$1,316,264	−23.9%	1.06%
MGA	Magna International Inc Consumer Cyclical	Reduced	20,901	-342	$1,166,484	+3.0%	0.94%
FDX	Fedex Corp Industrials	Reduced	2,943	-484	$1,048,237	+5.9%	0.85%
NTAP	NetApp, Inc. Technology	Added	10,219	+2	$1,046,323	−4.4%	0.85%
SMCI	Super Micro Computer, Inc. Technology	Added	43,721	+1,722	$995,527	−19.0%	0.80%
SJM	J M SMUCKER Co Consumer Defensive	Added	9,923	+97	$956,974	−0.4%	0.77%
MPT	Medical Properties Trust Inc Real Estate	Reduced	197,517	-7,291	$914,503	−10.7%	0.74%
G	Genpact LTD Technology	NEW	22,846	NEW	$851,013	NEW	0.69%
PRU	Prudential Financial Inc Financial Services	Reduced	7,756	-47	$757,683	−14.0%	0.61%
SF	Stifel Financial Corp Financial Services	Added	9,727	+3,237	$719,019	+32.7%	0.58%
TGT	Target Corp Consumer Defensive	Added	5,878	+565	$712,413	+37.2%	0.58%
GPN	Global Payments Inc Industrials	Added	9,861	+628	$663,645	−7.1%	0.54%
BBY	Best Buy Co Inc Consumer Cyclical	Added	9,815	+2,216	$630,123	+23.9%	0.51%
CAG	Conagra Brands Inc. Consumer Defensive	Added	39,787	+4,019	$625,451	+1.0%	0.51%
CCK	Crown Holdings, Inc. Consumer Cyclical	Held	5,922	0	$593,680	−2.6%	0.48%