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Livermore
Livermore
ZHEN

Edmp, Inc.

SEC CIK
0001016021
Latest filing
Jul 29, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Jul 24, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
65
+5 vs. Q1 2023
Portfolio value
$105.0M
+$5.10M (+5.1%) vs. Q1 2023
Filed
Jul 24, 2023
SEC
Holdings of Edmp, Inc. in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
WUWestern Union COStock16,479$193.3K0.2%00.0%UnchangedHistory
PIIPolaris Inc.Stock1,732$209.5K0.2%+1,732NewHistory
GPNGlobal Payments IncStock2,221$218.8K0.2%+2,221NewHistory
EMNEastman Chemical CoStock2,672$223.7K0.2%00.0%UnchangedHistory
SPGSimon Property Group Inc.REIT2,012$232.3K0.2%−73−3.5%ReducedHistory
URIUnited Rentals, Inc.COM553$246.1K0.2%00.0%UnchangedHistory
IRMIron Mountain IncCOM4,387$249.3K0.2%00.0%UnchangedHistory
AAPLApple Inc.Stock1,343$260.5K0.2%+1,343NewHistory
HCAHCA Healthcare, Inc.COM915$277.7K0.3%+100+12.3%AddedHistory
ORealty Income CorpREIT4,739$283.3K0.3%+4,739NewHistory
CATCaterpillar IncStock1,164$286.4K0.3%+1,164NewHistory
ENBEnbridge IncStock8,164$303.3K0.3%00.0%UnchangedHistory
MCHPMicrochip Technology IncStock3,752$336.1K0.3%00.0%UnchangedHistory
NTAPNetApp, Inc.Stock4,698$358.9K0.3%+564+13.6%AddedHistory
AIZAssurant, Inc.Stock2,897$364.3K0.3%00.0%UnchangedHistory
MGAMagna International IncCOM6,604$372.7K0.4%−877−11.7%ReducedHistory
JBLJabil IncStock3,567$385.0K0.4%00.0%UnchangedHistory
LMTLockheed Martin CorpStock938$431.8K0.4%00.0%UnchangedHistory
ADMArcher-Daniels-Midland CoStock6,041$456.5K0.4%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock4,910$479.3K0.5%00.0%UnchangedHistory
OMCOmnicom Group Inc.COM5,967$567.8K0.5%−141−2.3%ReducedHistory
MPTMedical Properties Trust IncCOM61,712$571.5K0.5%+28,852+87.8%AddedHistory
CCKCrown Holdings, Inc.COM6,872$597.0K0.6%+320+4.9%AddedHistory
CSCOCisco Systems, Inc.Stock15,171$784.9K0.7%00.0%UnchangedHistory
FLFoot Locker, Inc.COM29,339$795.4K0.8%−305−1.0%ReducedHistory
EBAYeBay IncCOM20,223$903.8K0.9%+154+0.8%AddedHistory
CMCSAComcast CorpStock22,575$938.0K0.9%+1,076+5.0%AddedHistory
CMICummins IncStock4,159$1.02M1.0%+109+2.7%AddedHistory
VZVerizon Communications IncStock28,994$1.08M1.0%−1,021−3.4%ReducedHistory
CAHCardinal Health IncStock11,987$1.13M1.1%−35−0.3%ReducedHistory
BWABorgwarner IncCOMMON STOCK23,364$1.14M1.1%+23,364NewHistory
MMM3M CoStock11,709$1.17M1.1%+2,908+33.0%AddedHistory
FDXFedEx CorpStock4,777$1.18M1.1%+5+0.1%AddedHistory
TAT&T Inc.Stock75,576$1.21M1.1%+618+0.8%AddedHistory
RTXRTX CorpStock12,599$1.23M1.2%−200−1.6%ReducedHistory
CICigna GroupStock4,456$1.25M1.2%+43+1.0%AddedHistory
RYRoyal Bank of CanadaStock13,108$1.25M1.2%00.0%UnchangedHistory
CTSHCognizant Technology Solutions CorpCL A19,741$1.29M1.2%−355−1.8%ReducedHistory
AMZNAmazon Com IncStock11,121$1.45M1.4%−95−0.8%ReducedHistory
WHRWhirlpool CorpStock10,115$1.51M1.4%00.0%UnchangedHistory
SJMJ M SMUCKER CoStock10,663$1.57M1.5%+107+1.0%AddedHistory
AZNAstraZeneca PLCSPONSORED ADR22,556$1.62M1.5%−57−0.3%ReducedHistory
OGEOGE Energy Corp.COM45,850$1.65M1.6%+440+1.0%AddedHistory
EPDEnterprise Products Partners L.P.Stock78,671$2.07M2.0%−360−0.5%ReducedHistory
GDGeneral Dynamics CorpStock9,712$2.09M2.0%+96+1.0%AddedHistory
IBMInternational Business Machines CorpStock17,083$2.29M2.2%+38+0.2%AddedHistory
UGIUgi CorpStock85,744$2.31M2.2%+2,573+3.1%AddedHistory
PFEPfizer IncStock63,571$2.33M2.2%+492+0.8%AddedHistory
TFCTruist Financial CorpCOM77,342$2.35M2.2%+11,458+17.4%AddedHistory
CORCencora, Inc.Stock12,526$2.41M2.3%−27−0.2%ReducedHistory
AMPAmeriprise Financial IncCOM7,364$2.45M2.3%+45+0.6%AddedHistory
CVXChevron CorpStock16,151$2.54M2.4%+50.0%AddedHistory
ELVElevance Health, Inc.Stock5,918$2.63M2.5%−33−0.6%ReducedHistory
ORCLOracle CorpStock23,370$2.78M2.6%+108+0.5%AddedHistory
BMYBristol Myers Squibb CoStock45,395$2.90M2.8%−198−0.4%ReducedHistory
JNJJohnson & JohnsonStock17,891$2.96M2.8%+45+0.3%AddedHistory
AFLAflac IncStock50,118$3.50M3.3%−63−0.1%ReducedHistory
CVSCVS Health CorpStock50,752$3.51M3.3%+4,447+9.6%AddedHistory
AMGNAmgen IncStock17,019$3.78M3.6%+45+0.3%AddedHistory
OHIOmega Healthcare Investors IncCOM133,738$4.10M3.9%+144+0.1%AddedHistory
SWKSSkyworks Solutions, Inc.Stock37,312$4.13M3.9%+90.0%AddedHistory
MOAltria Group, Inc.Stock92,908$4.21M4.0%+2,304+2.5%AddedHistory
ABBVAbbVie Inc.Stock31,482$4.24M4.0%−153−0.5%ReducedHistory
PAGPenske Automotive Group, Inc.COM36,343$6.06M5.8%+359+1.0%AddedHistory
AVGOBroadcom Inc.Stock8,416$7.30M7.0%−65−0.8%ReducedHistory

Sold out since Q1 2023 (1)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Edmp, Inc. sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
BWABorgwarner IncCOM21,198$1.04M1.0%History