EDMP, INC. — 13F Holdings & Portfolio

CIK 1016021 · latest 13F-HR filed 2026-04-28

EDMP, INC. manages $123.7M in 13F-reported U.S. long-equity assets across 71 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AVGO (7.70%), AMGN (4.42%), ABBV (4.31%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 4, added to 24, and trimmed 19.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$123.7M

Long-equity book

Holdings

71

Distinct positions

Period

2026-03-31

Filed 2026-04-28

Q/Q Activity

+7 / −4 / ↑24 / ↓19

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • OMNICOM GROUP INC$3.3M +247.0%
  • CHEVRON CORPORATION$686.3K +30.8%
  • ALTRIA GROUP INC$571.2K +12.6%
  • VERIZON COMMUNICATIONS INC$543.8K +29.7%
  • BORGWARNER INC$521.7K +24.8%
Show all 24

Top Trims

  • BROADCOM INC-$1.5M -13.5%
  • CENCORA INC-$430.3K -13.2%
  • COGNIZANT TECHNOLOGY SOLUTIO-$413.9K -23.9%
  • ELEVANCE HEALTH INC FORMERLY-$389.2K -16.7%
  • ABBVIE INC-$347.4K -6.1%
Show all 19

New Positions

  • SONOCO PRODS CO$2.9M
  • GENPACT LIMITED$852.4K
  • FISERV INC$452.1K
  • NVIDIA CORPORATION$421.7K
  • META PLATFORMS INC$283.7K
Show all 7

Exited Positions

  • JOHNSON & JOHNSON$3.0M
  • CARDINAL HEALTH INC$1.9M
  • WHIRLPOOL CORP$1.5M
  • WILLIAMS SONOMA INC$236.1K
Show all 4
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BROADCOM INC AVGO 11135F101 $9.5M 7.70% 30,775 SH
2 AMGEN INC AMGN 031162100 $5.5M 4.42% 15,524 SH
3 ABBVIE INC ABBV 00287Y109 $5.3M 4.31% 24,536 SH
4 ALTRIA GROUP INC MO 02209S103 $5.1M 4.12% 77,322 SH
5 OMEGA HEALTHCARE INVS INC OHI 681936100 $4.9M 3.98% 112,291 SH
6 AFLAC INC AFL 001055102 $4.6M 3.75% 42,311 SH
7 OMNICOM GROUP INC OMC 681919106 $4.6M 3.74% 61,328 SH
8 UGI CORP NEW UGI 902681105 $4.3M 3.49% 118,392 SH
9 AMERIPRISE FINL INC AMP 03076C106 $3.2M 2.61% 7,254 SH
10 NATIONAL FUEL GAS CO NFG 636180101 $3.1M 2.55% 33,507 SH
11 TRUIST FINL CORP TFC 89832Q109 $3.0M 2.43% 65,278 SH
12 CHEVRON CORPORATION CVX 166764100 $2.9M 2.36% 14,083 SH
13 SONOCO PRODS CO SON 835495102 $2.9M 2.35% 53,828 SH
14 AT&T INC T 00206R102 $2.9M 2.32% 99,041 SH
15 CENCORA INC COR 03073E105 $2.8M 2.29% 9,000 SH
16 EASTMAN CHEM CO EMN 277432100 $2.8M 2.23% 36,213 SH
17 BORGWARNER INC BWA 099724106 $2.6M 2.12% 48,442 SH
18 REALTY INCOME CORP O 756109104 $2.6M 2.10% 42,522 SH
19 VERIZON COMMUNICATIONS INC VZ 92343V104 $2.4M 1.92% 47,251 SH
20 ENTERPRISE PRODS PARTNERS L EPD 293792107 $2.2M 1.78% 58,138 SH
21 BRISTOL-MYERS SQUIBB CO BMY 110122108 $2.2M 1.76% 35,910 SH
22 CUMMINS INC CMI 231021106 $2.1M 1.71% 3,929 SH
23 EVERSOURCE ENERGY ES 30040W108 $2.0M 1.63% 29,058 SH
24 OGE ENERGY CORP OGE 670837103 $2.0M 1.58% 40,845 SH
25 ELEVANCE HEALTH INC FORMERLY ELV 036752103 $1.9M 1.57% 6,616 SH
26 EBAY INC. EBAY 278642103 $1.8M 1.49% 20,246 SH
27 PEPSICO INC PEP 713448108 $1.8M 1.46% 11,620 SH
28 THE CIGNA GROUP CI 125523100 $1.7M 1.39% 6,426 SH
29 AMAZON COM INC AMZN 023135106 $1.7M 1.34% 7,971 SH
30 CISCO SYS INC CSCO 17275R102 $1.7M 1.34% 21,370 SH
31 ROYAL BK CDA RY 780087102 $1.6M 1.29% 9,895 SH
32 CITIGROUP INC C 172967424 $1.5M 1.23% 13,426 SH
33 AMDOCS LTD DOX G02602103 $1.5M 1.21% 22,979 SH
34 ASSURANT INC AIZ 04621X108 $1.5M 1.20% 6,824 SH
35 3M CO MMM 88579Y101 $1.4M 1.15% 9,817 SH
36 COGNIZANT TECHNOLOGY SOLUTIO CTSH 192446102 $1.3M 1.06% 21,455 SH
37 MAGNA INTL INC MGA 559222401 $1.2M 0.94% 20,901 SH
38 FEDEX CORP FDX 31428X106 $1.0M 0.85% 2,943 SH
39 NETAPP INC NTAP 64110D104 $1.0M 0.85% 10,219 SH
40 SUPER MICRO COMPUTER INC SMCI 86800U302 $995.5K 0.80% 43,721 SH
41 SMUCKER J M CO SJM 832696405 $957.0K 0.77% 9,923 SH
42 MEDICAL PROPERTIES TRUST INC MPT 58463J304 $914.5K 0.74% 197,517 SH
43 GENPACT LIMITED G G3922B107 $852.4K 0.69% 22,846 SH
44 PRUDENTIAL FINL INC PRU 744320102 $757.7K 0.61% 7,756 SH
45 STIFEL FINL CORP SF 860630102 $719.0K 0.58% 9,727 SH
46 TARGET CORP TGT 87612E106 $712.4K 0.58% 5,878 SH
47 GLOBAL PMTS INC GPN 37940X102 $663.6K 0.54% 9,861 SH
48 BEST BUY INC BBY 086516101 $630.1K 0.51% 9,815 SH
49 CONAGRA BRANDS INC CAG 205887102 $625.5K 0.51% 39,787 SH
50 CROWN HLDGS INC CCK 228368106 $593.7K 0.48% 5,922 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-28 $123.7M 71 0001016021-26-000002
2025-12-31 2026-01-21 $121.7M 68 0001016021-26-000001