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Livermore
Livermore
ZHEN

Edmp, Inc.

SEC CIK
0001016021
Latest filing
Jul 29, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 28, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
69
−2 vs. Q1 2025
Portfolio value
$117.5M
−$1.95M (−1.6%) vs. Q1 2025
Filed
Jul 28, 2025
SEC
Holdings of Edmp, Inc. in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AVGOBroadcom Inc.Stock33,627$9.27M7.9%−1,331−3.8%ReducedHistory
MOAltria Group, Inc.Stock90,172$5.29M4.5%−1,798−2.0%ReducedHistory
ABBVAbbVie Inc.Stock25,476$4.73M4.0%−327−1.3%ReducedHistory
UGIUgi CorpStock129,119$4.70M4.0%−6,512−4.8%ReducedHistory
AFLAflac IncStock43,698$4.61M3.9%−876−2.0%ReducedHistory
AMGNAmgen IncStock15,859$4.43M3.8%−476−2.9%ReducedHistory
OHIOmega Healthcare Investors IncCOM117,255$4.30M3.7%−1,729−1.5%ReducedHistory
AMPAmeriprise Financial IncCOM8,007$4.27M3.6%−204−2.5%ReducedHistory
TAT&T Inc.Stock106,817$3.09M2.6%−7,931−6.9%ReducedHistory
CORCencora, Inc.Stock9,983$2.99M2.5%−517−4.9%ReducedHistory
NFGNational Fuel Gas CoStock34,476$2.92M2.5%−1,234−3.5%ReducedHistory
TFCTruist Financial CorpCOM65,110$2.80M2.4%−5,412−7.7%ReducedHistory
ORealty Income CorpREIT46,791$2.70M2.3%−1,124−2.3%ReducedHistory
ELVElevance Health, Inc.Stock6,785$2.64M2.2%−161−2.3%ReducedHistory
SMCISuper Micro Computer, Inc.Stock48,551$2.38M2.0%+6,072+14.3%AddedHistory
WHRWhirlpool CorpStock23,275$2.36M2.0%+1,727+8.0%AddedHistory
CICigna GroupStock6,775$2.24M1.9%+44+0.7%AddedHistory
EPDEnterprise Products Partners L.P.Stock71,662$2.22M1.9%−1,329−1.8%ReducedHistory
CVXChevron CorpStock14,809$2.12M1.8%−339−2.2%ReducedHistory
VZVerizon Communications IncStock47,131$2.04M1.7%+1,658+3.6%AddedHistory
JNJJohnson & JohnsonStock13,011$1.99M1.7%+274+2.2%AddedHistory
DOXAmdocs LtdSHS20,787$1.90M1.6%−460−2.2%ReducedHistory
OGEOGE Energy Corp.COM41,378$1.84M1.6%−565−1.3%ReducedHistory
BMYBristol Myers Squibb CoStock37,679$1.74M1.5%−2,094−5.3%ReducedHistory
CAHCardinal Health IncStock10,331$1.74M1.5%−281−2.6%ReducedHistory
AMZNAmazon Com IncStock7,865$1.73M1.5%−920−10.5%ReducedHistory
EMNEastman Chemical CoStock22,879$1.71M1.5%−1,029−4.3%ReducedHistory
MMM3M CoStock10,973$1.67M1.4%−1,297−10.6%ReducedHistory
ESEversource EnergyStock25,398$1.62M1.4%+1,171+4.8%AddedHistory
CTSHCognizant Technology Solutions CorpCL A20,616$1.61M1.4%−675−3.2%ReducedHistory
PEPPepsiCo IncStock12,183$1.61M1.4%+1,396+12.9%AddedHistory
BWABorgwarner IncCOM47,832$1.60M1.4%−8,043−14.4%ReducedHistory
CSCOCisco Systems, Inc.Stock22,891$1.59M1.4%−1,041−4.3%ReducedHistory
CMICummins IncStock4,846$1.59M1.4%−682−12.3%ReducedHistory
EBAYeBay IncCOM20,509$1.53M1.3%−614−2.9%ReducedHistory
OMCOmnicom Group Inc.COM19,615$1.41M1.2%−1,088−5.3%ReducedHistory
AIZAssurant, Inc.Stock6,824$1.35M1.1%−215−3.1%ReducedHistory
RYRoyal Bank of CanadaStock10,108$1.33M1.1%−993−8.9%ReducedHistory
SJMJ M SMUCKER CoStock11,869$1.17M1.0%−229−1.9%ReducedHistory
NTAPNetApp, Inc.Stock10,236$1.09M0.9%+275+2.8%AddedHistory
FDXFedEx CorpStock4,754$1.08M0.9%−457−8.8%ReducedHistory
CAGConagra Brands Inc.Stock48,675$996.4K0.8%+544+1.1%AddedHistory
MPTMedical Properties Trust IncCOM197,449$851.0K0.7%−16,049−7.5%ReducedHistory
CMCSAComcast CorpStock23,242$829.5K0.7%−2,673−10.3%ReducedHistory
CCitigroup IncStock9,698$825.5K0.7%+329+3.5%AddedHistory
MGAMagna International IncCOM21,310$822.8K0.7%−470−2.2%ReducedHistory
SFStifel Financial CorpCOM6,357$659.7K0.6%−400−5.9%ReducedHistory
JBLJabil IncStock2,936$640.4K0.5%00.0%UnchangedHistory
CCKCrown Holdings, Inc.COM6,181$636.5K0.5%−491−7.4%ReducedHistory
GPNGlobal Payments IncStock7,537$603.2K0.5%−967−11.4%ReducedHistory
JPMJPMorgan Chase & CoStock1,589$460.7K0.4%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR3,886$440.7K0.4%+28+0.7%AddedHistory
ENBEnbridge IncStock8,164$370.0K0.3%00.0%UnchangedHistory
ADMArcher-Daniels-Midland CoStock6,723$354.8K0.3%+221+3.4%AddedHistory
LEALear CorpCOM NEW3,660$347.6K0.3%00.0%UnchangedHistory
CNCCentene CorpStock6,369$345.7K0.3%00.0%UnchangedHistory
TKRTimken CoCOM4,764$345.6K0.3%−721−13.1%ReducedHistory
GISGeneral Mills IncStock6,188$320.6K0.3%00.0%UnchangedHistory
PFEPfizer IncStock11,950$289.7K0.2%−1,389−10.4%ReducedHistory
WUWestern Union COStock33,926$285.7K0.2%−9,966−22.7%ReducedHistory
RJFRaymond James Financial IncCOM1,662$254.9K0.2%00.0%UnchangedHistory
TRVTravelers Companies, Inc.Stock945$252.8K0.2%00.0%UnchangedHistory
TGTTarget CorpStock2,545$251.1K0.2%+2,545NewHistory
EEFTEuronet Worldwide, Inc.COM2,380$241.3K0.2%−60−2.5%ReducedHistory
USBUS Bancorp DECOM NEW5,245$237.3K0.2%+5,245NewHistory
PHMPultegroup IncCOM2,091$220.5K0.2%00.0%UnchangedHistory
WSMWilliams Sonoma IncCOM1,322$216.0K0.2%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock292$215.5K0.2%−67−18.7%ReducedHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR4,239$200.6K0.2%−2,627−38.3%ReducedHistory

Sold out since Q1 2025 (4)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Edmp, Inc. sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
PMPhilip Morris International Inc.Stock4,910$779.4K0.7%History
SWKSSkyworks Solutions, Inc.Stock11,432$738.8K0.6%History
CPRXCatalyst Pharmaceuticals, Inc.COM8,333$202.1K0.2%History
AESAES CorpStock10,174$126.4K0.1%History