Edmp, Inc. holds a diversified book of 70 stocks worth $124.3M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Ingredion Inc and trimmed Broadcom Inc. Their largest long position is Broadcom Inc at 9% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+4 sectors below the cut, 10% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Edmp, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoey Investments, Inc | 27 / 70 | $527.4M |
| Ketron Financial | 7 / 70 | $187.9M |
| V. M. Manning & Co., Inc. | 9 / 70 | $54.9M |
| Lynch Asset Management, Inc. | 9 / 70 | $171.3M |
| Integrated Financial Solutions, Inc. | 7 / 70 | $78.6M |
| Kieckhefer Group LLC | 8 / 70 | $103.8M |
| Summa Corp. | 10 / 70 | $128.4M |
| Parus Finance (UK) Ltd | 7 / 70 | $153.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Edmp, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc COM | $11.5M | 30.5K | 9.3% | ▼−0.9% Reduced · −276 sh | |
| 2 | Abbvie Inc COM | $6.2M | 24.5K | 5.0% | ▼−0.2% Reduced · −41 sh | |
| 3 | Amgen Inc COM | $5.6M | 15.6K | 4.5% | ▲+0.2% Added · +28 sh | |
| 4 | Altria Group Inc COM | $5.6M | 77.7K | 4.5% | ▲+0.5% Added · +368 sh | |
| 5 | Omega Healthcare Invs Inc COM | $5.4M | 112.4K | 4.3% | ▲+0.1% Added · +140 sh | |
| 6 | Aflac Inc COM | $4.9M | 42.0K | 4.0% | ▼−0.6% Reduced · −273 sh | |
| 7 | Omnicom Group Inc COM | $4.6M | 62.6K | 3.7% | ▲+2.0% Added · +1K sh | |
| 8 | Ugi Corp New COM | $4.2M | 120.7K | 3.4% | ▲+1.9% Added · +2K sh | |
| 9 | Ameriprise Finl Inc COM | $3.3M | 7.1K | 2.6% | ▼−1.5% Reduced · −106 sh | |
| 10 | Truist Finl Corp COM | $3.2M | 65.2K | 2.6% | ▼−0.2% Reduced · −125 sh | |
| 11 | Sonoco Prods Co COM | $3.0M | 54.0K | 2.4% | ▲+0.3% Added · +174 sh | |
| 12 | Borgwarner Inc COM | $2.9M | 43.3K | 2.3% | ▼−11% Reduced · −5K sh | |
| 13 | Realty Income Corp COM | $2.7M | 42.9K | 2.1% | ▲+0.8% Added · +333 sh | |
| 14 | National Fuel Gas Co COM | $2.6M | 33.4K | 2.1% | ▼−0.2% Reduced · −64 sh | |
| 15 | Cencora Inc COM | $2.5M | 9.0K | 2.0% | ▼−0.3% Reduced · −24 sh | |
| 16 | Elevance Health Inc Formerly COM | $2.4M | 6.3K | 2.0% | ▼−5.2% Reduced · −343 sh | |
| 17 | Eastman Chem Co COM | $2.4M | 36.0K | 1.9% | ▼−0.7% Reduced · −246 sh | |
| 18 | Chevron Corporation COM | $2.3M | 14.0K | 1.9% | ▼−0.3% Reduced · −48 sh | |
| 19 | Amdocs Ltd SHS | $2.3M | 45.7K | 1.9% | ▲+99% Added · +23K sh | |
| 20 | Enterprise Prods Partners L COM | $2.2M | 58.6K | 1.7% | ▲+0.8% Added · +459 sh | |
| 21 | Eversource Energy COM | $2.1M | 29.1K | 1.7% | ▲+0.1% Added · +43 sh | |
| 22 | Bristol-Myers Squibb Co COM | $2.1M | 35.8K | 1.7% | ▼−0.3% Reduced · −126 sh | |
| 23 | AT&T Inc COM | $2.1M | 99.3K | 1.7% | ▲+0.3% Added · +292 sh | |
| 24 | Royal BK Cda COM | $2.0M | 9.9K | 1.6% | ▼−0.3% Reduced · −25 sh | |
| 25 | Oge Energy Corp COM | $2.0M | 40.8K | 1.6% | —Held | |
| 26 | Verizon Communications Inc COM | $2.0M | 46.7K | 1.6% | ▼−1.1% Reduced · −544 sh | |
| 27 | Ebay Inc. COM | $2.0M | 17.7K | 1.6% | ▼−13% Reduced · −3K sh | |
| 28 | The Cigna Group COM | $1.8M | 6.5K | 1.4% | ▲+1.3% Added · +82 sh | |
| 29 | Amazon Com Inc COM | $1.8M | 7.4K | 1.4% | ▼−7.4% Reduced · −587 sh | |
| 30 | Assurant Inc COM | $1.7M | 6.2K | 1.3% | ▼−9.1% Reduced · −621 sh | |
| 31 | Citigroup Inc COM NEW | $1.6M | 11.5K | 1.3% | ▼−14% Reduced · −2K sh | |
| 32 | 3M Co COM | $1.6M | 9.9K | 1.3% | ▲+0.6% Added · +57 sh | |
| 33 | Pepsico Inc COM | $1.6M | 11.5K | 1.3% | ▼−1.1% Reduced · −124 sh | |
| 34 | Super Micro Computer Inc COM NEW | $1.4M | 46.6K | 1.1% | ▲+6.6% Added · +3K sh | |
| 35 | Cognizant Technology Solutio CL A | $1.3M | 34.5K | 1.1% | ▲+61% Added · +13K sh | |
| 36 | Smucker J M Co COM NEW | $1.1M | 9.9K | 0.9% | ▼−0.7% Reduced · −69 sh | |
| 37 | Magna Intl Inc COM | $1.1M | 16.4K | 0.9% | ▼−21% Reduced · −4K sh | |
| 38 | Best Buy Inc COM | $928K | 12.2K | 0.7% | ▲+25% Added · +2K sh | |
| 39 | Prudential Finl Inc COM | $928K | 8.6K | 0.7% | ▲+11% Added · +839 sh | |
| 40 | Medical Properties Trust Inc COM | $855K | 185.0K | 0.7% | ▼−6.3% Reduced · −13K sh | |
| 41 | Fedex Corp COM | $774K | 2.5K | 0.6% | ▼−16% Reduced · −471 sh | |
| 42 | Target Corp COM | $768K | 5.9K | 0.6% | —Held | |
| 43 | Community TR Bancorp Inc COM | $688K | 9.5K | 0.6% | —Held | |
| 44 | Stifel Finl Corp COM | $679K | 9.7K | 0.5% | ▲~0% Added · +1 sh | |
| 45 | Nvidia Corporation COM | $646K | 3.2K | 0.5% | ▲+34% Added · +812 sh | |
| 46 | Genpact Limited SHS | $635K | 22.8K | 0.5% | —Held | |
| 47 | Arrow Finl Corp COM | $584K | 14.2K | 0.5% | —Held | |
| 48 | Conagra Brands Inc COM | $536K | 39.8K | 0.4% | —Held | |
| 49 | Crown Hldgs Inc COM | $511K | 4.6K | 0.4% | ▼−23% Reduced · −1K sh | |
| 50 | First Solar Inc COM | $509K | 2.2K | 0.4% | ▲+33% Added · +541 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1016021/holdings"
Use Arkolith to show EDMP, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 29d | 70 | $124.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 28d | 71 | $123.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 21d | 68 | $121.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 21d | 69 | $126.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 28d | 69 | $117.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 23d | 71 | $119.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 29d | 65 | $105.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 31d | 78 | $121.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.