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Edmp, Inc. Portfolio

$129.6M across 74 positions as of 2026-09-30, with 41% of it in the ten largest. 4 quarters on file.

How the reported portfolio did

Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.

Every manager →
1 year
+10.4%
-4.0% a year vs the S&P 500
3 years
+15.3%
-6.0% a year vs the S&P 500
5 years
+10.4%
-1.8% a year vs the S&P 500
Quarters ahead
8 of 20
QuarterPortfolioS&P 500
Jun 30, 2026 to Sep 30, 2026+0.5%+2.1%
Mar 31, 2026 to Jun 30, 2026+6.7%+14.8%
Dec 31, 2025 to Mar 31, 2026+1.3%-4.6%
Sep 30, 2025 to Dec 31, 2025+1.7%+2.4%
Jun 30, 2025 to Sep 30, 2025+5.5%+7.8%
Mar 31, 2025 to Jun 30, 2025+3.1%+10.5%
Dec 31, 2024 to Mar 31, 2025+3.1%-4.6%
Sep 30, 2024 to Dec 31, 2024-2.2%+2.1%

Largest first

Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.

HoldingValueShareShares
AVGOBroadcom Inc$10.6M8.2%30,309
AMGNAmgen Inc$6.4M4.9%15,159
ABBVAbbVie Inc$6.3M4.8%23,969
OHIOmega Healthcare Investors, Inc$5.2M4.0%111,692
MOAltria Group Inc$5.1M3.9%75,753
OMCOmnicom Group Inc$4.7M3.6%64,030
AFLAflac Inc$4.7M3.6%41,866
UGIUGI Corp$4.2M3.3%118,838
AMPAmeriprise Financial Inc$3.5M2.7%7,077
TFCTruist Financial Corp$2.9M2.3%63,461
CVXChevron Corp$2.8M2.2%13,936
AMDOCS LTD$2.8M2.1%48,463
CORCencora Inc$2.7M2.1%8,877
SONSonoco Products Co$2.7M2.1%54,417
BWABorgwarner Inc$2.6M2.0%42,568
NFGNational Fuel Gas Co$2.5M1.9%33,225
ELVElevance Health Inc$2.4M1.9%6,241
TAT&T Inc$2.4M1.9%98,295
ORealty Income Corp$2.4M1.8%43,667
EMNEastman Chemical Co$2.3M1.8%35,805
BMYBristol-Myers Squibb Co$2.2M1.7%34,924
VZVerizon Communications Inc$2.2M1.7%47,266
EPDEnterprise Products Partners L.P$2.1M1.6%58,597
CTSHCognizant Technology Solutions Corp$2M1.5%34,919
EIXEdison International$2M1.5%36,446
SMCISuper Micro Computer Inc$1.9M1.5%46,735
RYRoyal Bank of Canada$1.9M1.5%9,606
ESEversource Energy$1.9M1.4%29,183
OGEOGE Energy Corp$1.9M1.4%40,845
AMZNAmazon.com Inc$1.8M1.4%7,304
EBAYeBay Inc$1.8M1.4%17,135
CICigna Group$1.8M1.4%6,447
AIZAssurant Inc$1.6M1.3%6,167
MMM3M Co$1.6M1.2%9,828
PEPPepsiCo Inc$1.6M1.2%12,703
ADBEAdobe Inc$1.6M1.2%6,508
CCitigroup Inc$1.5M1.1%11,266
SJMJ.M. Smucker Co$1.3M1.0%10,796
VERTEX INC$1.1M0.9%94,892
PRUPrudential Financial Inc$1.1M0.9%9,777
BBYBest Buy Co Inc$1.1M0.8%12,230
MGAMagna International Inc$1M0.8%16,025
TGTTarget Corp$900K0.7%5,744
NVDANVIDIA Corp$833.2K0.6%3,657
GENPACT LIMITED$727.6K0.6%22,246
CTBICommunity Trust Bancorp, Inc.$705.4K0.5%9,504
FDXFedEx Corp$700.5K0.5%2,457
SFStifel Financial Corp$663.1K0.5%9,468
MEDICAL PROPERTIES TRUST INC$611.9K0.5%176,852
GPNGlobal Payments Inc$577.9K0.4%7,077
ARROW FINL CORP$524.6K0.4%14,237
JPMJPMorgan Chase & Co$513.7K0.4%1,553
CMCSAComcast Corp$508.7K0.4%23,377
CAGConagra Brands Inc$494.7K0.4%36,808
CCKCrown Holdings Inc$469.7K0.4%4,456
ADMArcher-Daniels-Midland Co$406K0.3%5,115
RJFRaymond James Financial Inc$403.3K0.3%2,552
FSLRFirst Solar Inc$378.2K0.3%2,159
FISVFiserv Inc$370.3K0.3%8,197
METAMeta Platforms Inc$370K0.3%510
MUMicron Technology Inc$358.9K0.3%337
INGRIngredion Inc$340.6K0.3%3,555
TRVTravelers Companies Inc$336.9K0.3%945
ALVAutoliv Inc$301.1K0.2%2,691
TKRTimken Co$260.1K0.2%2,228
GISGeneral Mills Inc$254.4K0.2%7,909
NTAPNetApp Inc$234.7K0.2%1,117
BTIBritish American Tobacco plc$230.6K0.2%4,239
HPEHewlett Packard Enterprise Co$219.2K0.2%3,431
JDJD.com Inc$217.7K0.2%8,185
CMICummins Inc$211.8K0.2%410
CHUBB LIMITED$210.8K0.2%648
DNP SELECT INCOME FD INC$117.4K0.1%12,267
WUWestern Union Co$117.2K0.1%19,862

Quarter ending 2026-09-30.

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