EDMP, INC.

CIK

1016021

Location

LUTZ, FL

Portfolio Value

Small $129,540,192

Diversification

Diversified

Filing Date

Global Rank

#7,961 / 8,827 ▼ 356 · as of Jun 2026

Top Industry

Drug Manufacturers - General 11.5%

Period ended 38 days ago

Filed Oct 22, 2026 · 16d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 43.8%, 32.8 effective positions, active share 89.2% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

16.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 19.2 quarters (12+), a floor since 46.2% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 89.2%; sector active share 33.4% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

74 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

8.2%

−1.1 pts

Top 5

25.9%

−1.7 pts

Top 10

41.4%

−2.4 pts

HHI

278

Diversified−28

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	17.6%	$22,769,664	12
Healthcare	16.7%	$21,683,409	6
Financial Services	16.0%	$20,777,469	16
Consumer Cyclical	9.2%	$11,940,364	9
Consumer Defensive	8.2%	$10,620,995	9
Communication Services	7.8%	$10,159,541	5
Utilities	7.7%	$9,924,754	4
Real Estate	6.3%	$8,155,481	3
Energy	5.8%	$7,452,957	3
Industrials	2.6%	$3,363,622	5
Basic Materials	1.8%	$2,321,596	1
Unclassified	0.3%	$370,340	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	+4,895	23,377	$508,683
DOX	Amdocs Ltd	+2,766	48,463	$2,771,114
OMC	Omnicom Group Inc.	+1,478	64,030	$4,714,528
PEP	Pepsico Inc	+1,207	12,703	$1,609,724
PRU	Prudential Financial Inc	+1,182	9,777	$1,110,471
SJM	J M SMUCKER Co	+942	10,796	$1,283,752
O	Realty Income Corp	+812	43,667	$2,371,118
VZ	Verizon Communications Inc	+559	47,266	$2,168,091
CTSH	Cognizant Technology Solutions Corp	+464	34,919	$2,005,747
ALV	Autoliv Inc	+454	2,691	$301,095
NVDA	Nvidia Corp	+427	3,657	$835,185
SON	Sonoco Products Co	+415	54,417	$2,656,637
GPN	Global Payments Inc	+225	7,077	$577,978
INGR	Ingredion Inc	+188	3,555	$340,604
SMCI	Super Micro Computer, Inc.	+122	46,735	$1,919,406
ES	Eversource Energy	+82	29,183	$1,872,381
META	Meta Platforms, Inc.	+5	510	$369,841
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MPT	Medical Properties Trust Inc	−8,159	176,852	$611,907
CAG	Conagra Brands Inc.	−2,979	36,808	$494,699
WU	Western Union CO	−2,227	19,862	$117,185
MO	Altria Group, Inc.	−1,937	75,753	$5,101,207
UGI	Ugi Corp	−1,845	118,838	$4,238,951
TFC	Truist Financial Corp	−1,692	63,461	$2,938,244
T	At&T Inc.	−1,038	98,295	$2,398,398
BMY	Bristol Myers Squibb Co	−860	34,924	$2,179,257
OHI	Omega Healthcare Investors Inc	−739	111,692	$5,172,456
BWA	Borgwarner Inc	−703	42,568	$2,558,762
G	Genpact LTD	−600	22,246	$723,662
ABBV	AbbVie Inc.	−526	23,969	$6,270,050
EBAY	Ebay Inc	−522	17,135	$1,817,166
ADM	Archer-Daniels-Midland Co	−486	5,115	$406,028
MGA	Magna International Inc	−404	16,025	$1,020,311
AMGN	Amgen Inc	−393	15,159	$6,389,670
RY	Royal Bank Of Canada	−264	9,606	$1,888,443
SF	Stifel Financial Corp	−260	9,468	$663,138
C	Citigroup Inc	−244	11,266	$1,458,721
NFG	National Fuel Gas Co	−218	33,225	$2,520,448
AVGO	Broadcom Inc.	−190	30,309	$10,644,217
AFL	Aflac Inc	−172	41,866	$4,679,781
EMN	Eastman Chemical Co	−162	35,805	$2,321,596
TGT	Target Corp	−134	5,744	$900,027
CCK	Crown Holdings, Inc.	−116	4,456	$469,706
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
EIX	Edison International	36,446	$1,958,243
ADBE	Adobe Inc.	6,508	$1,561,529
VERX	Vertex, Inc.	94,892	$1,117,827
NTAP	NetApp, Inc.	1,117	$234,659
HPE	Hewlett Packard Enterprise Co	3,431	$219,206
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
DVA	Davita Inc.	1,049	$233,381
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

74 tracked positions · $129,540,192 total · filing declares 74 positions · $129,571,204 · as of Sep 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 74 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Reduced	30,309	-190	$10,644,217	−7.6%	8.22%
AMGN	Amgen Inc Healthcare	Reduced	15,159	-393	$6,389,670	+13.5%	4.93%
ABBV	AbbVie Inc. Healthcare	Reduced	23,969	-526	$6,270,050	+1.7%	4.84%
OHI	Omega Healthcare Investors Inc Real Estate	Reduced	111,692	-739	$5,172,456	−3.5%	3.99%
MO	Altria Group, Inc. Consumer Defensive	Reduced	75,753	-1,937	$5,101,207	−8.7%	3.94%
OMC	Omnicom Group Inc. Communication Services	Added	64,030	+1,478	$4,714,528	+3.5%	3.64%
AFL	Aflac Inc Financial Services	Reduced	41,866	-172	$4,679,781	−5.1%	3.61%
UGI	Ugi Corp Utilities	Reduced	118,838	-1,845	$4,238,951	+1.7%	3.27%
AMP	Ameriprise Financial Inc Financial Services	Reduced	7,077	-71	$3,484,360	+6.3%	2.69%
TFC	Truist Financial Corp Financial Services	Reduced	63,461	-1,692	$2,938,244	−9.5%	2.27%
CVX	Chevron Corp Energy	Reduced	13,936	-99	$2,845,870	+22.3%	2.20%
DOX	Amdocs Ltd Technology	Added	48,463	+2,766	$2,771,114	+20.0%	2.14%
COR	Cencora, Inc. Healthcare	Reduced	8,877	-99	$2,665,319	+4.9%	2.06%
SON	Sonoco Products Co Consumer Cyclical	Added	54,417	+415	$2,656,637	−12.7%	2.05%
BWA	Borgwarner Inc Consumer Cyclical	Reduced	42,568	-703	$2,558,762	−10.9%	1.98%
NFG	National Fuel Gas Co Energy	Reduced	33,225	-218	$2,520,448	−2.4%	1.95%
ELV	Elevance Health, Inc. Healthcare	Reduced	6,241	-32	$2,426,625	+0.0%	1.87%
T	At&T Inc. Communication Services	Reduced	98,295	-1,038	$2,398,398	+16.6%	1.85%
O	Realty Income Corp Real Estate	Added	43,667	+812	$2,371,118	−10.7%	1.83%
EMN	Eastman Chemical Co Basic Materials	Reduced	35,805	-162	$2,321,596	−3.6%	1.79%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	34,924	-860	$2,179,257	+5.7%	1.68%
VZ	Verizon Communications Inc Communication Services	Added	47,266	+559	$2,168,091	+9.6%	1.67%
EPD	Enterprise Products Partners L.P. Energy	Held	58,597	0	$2,086,639	−3.1%	1.61%
CTSH	Cognizant Technology Solutions Corp Technology	Added	34,919	+464	$2,005,747	+50.3%	1.55%
EIX	Edison International Utilities	NEW	36,446	NEW	$1,958,243	NEW	1.51%
SMCI	Super Micro Computer, Inc. Technology	Added	46,735	+122	$1,919,406	+40.4%	1.48%
RY	Royal Bank Of Canada Financial Services	Reduced	9,606	-264	$1,888,443	−7.6%	1.46%
ES	Eversource Energy Utilities	Added	29,183	+82	$1,872,381	−11.0%	1.45%
OGE	Oge Energy Corp. Utilities	Held	40,845	0	$1,855,179	−6.7%	1.43%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	7,304	-80	$1,819,791	+3.4%	1.40%
EBAY	Ebay Inc Consumer Cyclical	Reduced	17,135	-522	$1,817,166	−7.9%	1.40%
CI	Cigna Group Healthcare	Reduced	6,447	-61	$1,752,488	−2.3%	1.35%
AIZ	Assurant, Inc. Financial Services	Reduced	6,167	-36	$1,625,004	−2.4%	1.25%
MMM	3M Co Industrials	Reduced	9,828	-46	$1,613,266	+0.9%	1.25%
PEP	Pepsico Inc Consumer Defensive	Added	12,703	+1,207	$1,609,724	+3.4%	1.24%
ADBE	Adobe Inc. Technology	NEW	6,508	NEW	$1,561,529	NEW	1.21%
C	Citigroup Inc Financial Services	Reduced	11,266	-244	$1,458,721	−9.4%	1.13%
SJM	J M SMUCKER Co Consumer Defensive	Added	10,796	+942	$1,283,752	+15.8%	0.99%
VERX	Vertex, Inc. Technology	NEW	94,892	NEW	$1,117,827	NEW	0.86%
PRU	Prudential Financial Inc Financial Services	Added	9,777	+1,182	$1,110,471	+19.7%	0.86%
BBY	Best Buy Co Inc Consumer Cyclical	Held	12,230	0	$1,079,175	+16.3%	0.83%
MGA	Magna International Inc Consumer Cyclical	Reduced	16,025	-404	$1,020,311	−5.4%	0.79%
TGT	Target Corp Consumer Defensive	Reduced	5,744	-134	$900,027	+17.2%	0.69%
NVDA	Nvidia Corp Technology	Added	3,657	+427	$835,185	+29.2%	0.64%
G	Genpact LTD Technology	Reduced	22,246	-600	$723,662	+15.2%	0.56%
CTBI	Community Trust Bancorp Inc Financial Services	Held	9,504	0	$705,386	+2.6%	0.54%
FDX	Fedex Corp Industrials	Reduced	2,457	-15	$700,466	−9.5%	0.54%
SF	Stifel Financial Corp Financial Services	Reduced	9,468	-260	$663,138	−2.3%	0.51%
MPT	Medical Properties Trust Inc Real Estate	Reduced	176,852	-8,159	$611,907	−28.4%	0.47%
GPN	Global Payments Inc Industrials	Added	7,077	+225	$577,978	+16.3%	0.45%

Showing the top 50 of 74 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.