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CIK: 0001016021
Total reported value
$124.3M
$124.3M
76 檔
23.2%
In Q1 2024, Edmp, Inc.'s U.S. equity holdings reached a combined market value of $124.3M, distributed across 76 disclosed stock positions.
In Q1 2024, Edmp, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 19 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, ABBV, AMGN) accounted for 23.2% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 8.70% | +1.57% | -0.33% | |
| 2 | ABBV | Abbvie Inc | Stock-Healthcare | 4.39% | +0.65% | +0.18% | |
| 3 | AMGN | Amgen Inc | Stock-Healthcare | 4.12% | +0.11% | +0.31% | |
| 4 | OHI | Omega Healthcare Investors | Stock-Real Estate | 3.47% | +0.33% | +0.26% | |
| 5 | AFL | Aflac Inc | Stock-Financials | 3.39% | +0.22% | +0.43% | |
| 6 | MO | Altria Group Inc | Stock-Consumer Staples | 3.37% | +0.38% | -0.17% | |
| 7 | SWKS | Skyworks Solutions Inc | Stock-Tech | 3.31% | — | -0.21% | |
| 8 | AMP | Ameriprise Financial Inc | Stock-Financials | 3.27% | +0.03% | -0.10% | |
| 9 | CVS | Cvs Health CORP | Stock-Healthcare | 3.21% | — | +0.29% | |
| 10 | UGI | Ugi CORP | Stock-Utilities | 2.80% | -0.14% | +1.20% | |
| 11 | ELV | Elevance Health Inc | Stock-Healthcare | 2.79% | +0.38% | +0.51% | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 2.60% | — | -4.14% | |
| 13 | COR | Cencora Inc | Stock-Healthcare | 2.41% | -0.25% | -0.85% | |
| 14 | TFC | Truist Financial CORP | Stock-Financials | 2.36% | +0.18% | — | |
| 15 | GD | General Dynamics CORP | Stock-Industrials | 2.15% | — | — | |
| 16 | CVX | Chevron CORP | Stock-Energy | 2.02% | -0.49% | -0.67% | |
| 17 | CI | THE Cigna Group | Stock-Healthcare | 1.98% | +0.05% | +7.74% | |
| 18 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.96% | -0.10% | +0.14% | |
| 19 | EPD | Enterprise Products Partners | Stock-Energy | 1.81% | -0.05% | +0.69% | |
| 20 | ✓ | Stock-Other | 1.76% | — | — | ||
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.75% | — | +0.52% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.74% | +0.08% | +0.83% | |
| 23 | T | At&t Inc | Stock-Comm Services | 1.55% | -0.67% | -0.14% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.51% | -0.33% | +2.02% | |
| 25 | CMI | Cummins Inc | Stock-Industrials | 1.39% | -1.47% | +1.60% | |
| 26 | MPT | Medical Properties Trust Inc | Stock-Real Estate | 1.34% | -0.05% | — | |
| 27 | FDX | Fedex CORP | Stock-Industrials | 1.27% | -0.23% | +1.79% | |
| 28 | OGE | Oge Energy CORP | Stock-Utilities | 1.22% | +0.02% | — | |
| 29 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.17% | +0.01% | -0.01% | |
| 30 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.14% | — | -2.99% | |
| 31 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.10% | +0.12% | +0.72% | |
| 32 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.10% | — | -1.39% | |
| 33 | WHR | Whirlpool CORP | Stock-Consumer Disc | 1.06% | — | — | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 1.04% | -1.34% | EXIT | |
| 35 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.01% | +0.10% | — | |
| 36 | RY | Royal Bank Of Canada | Stock-Financials | 0.98% | +0.35% | — | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.98% | — | -0.79% | |
| 38 | AIZ | Assurant Inc | Stock-Financials | 0.95% | +0.14% | — | |
| 39 | GPN | Global Payments Inc | Stock-Industrials | 0.94% | -0.14% | +1.94% | |
| 40 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.94% | — | +2.36% | |
| 41 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.91% | +0.19% | +2.33% | |
| 42 | O | Realty Income CORP | Stock-Real Estate | 0.85% | +0.04% | +7.62% | |
| 43 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.79% | — | -4.71% | |
| 44 | URI | United Rentals Inc | Stock-Industrials | 0.70% | — | -0.43% | |
| 45 | EMN | Eastman Chemical Co | Stock-Materials | 0.67% | -0.29% | +3.52% | |
| 46 | WOO | Foot Locker Inc | Stock-Other | 0.66% | — | -4.06% | |
| 47 | MGA | Magna International Inc | Stock-Consumer Disc | 0.63% | -0.07% | +3.01% | |
| 48 | OMC | Omnicom Group | Stock-Comm Services | 0.58% | -0.06% | +3.71% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.55% | — | — | |
| 50 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 0.45% | -0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +1.8% | NEW | New buy | |
| 2 | AVGO | Broadcom Inc | +0.7% | -0.33% | Trim |
| 3 | ABBV | Abbvie Inc | +0.3% | +0.18% | Add |
| 4 | CI | THE Cigna Group | +0.3% | +7.74% | Add |
| 5 | LEA | Lear CORP | +0.2% | NEW | New buy |
| 6 | BABA | Alibaba Group Holding-sp Adr | +0.2% | NEW | New buy |
| 7 | TGT | Target CORP | +0.2% | NEW | New buy |
| 8 | CMI | Cummins Inc | +0.2% | +1.60% | Add |
| 9 | TRV | Travelers Cos Inc/the | +0.2% | NEW | New buy |
| 10 | AMP | Ameriprise Financial Inc | +0.2% | -0.10% | Trim |
| 11 | COR | Cencora Inc | +0.2% | -0.85% | Trim |
| 12 | TKR | Timken Co | +0.2% | +71.96% | Add |
| 13 | GIS | General Mills Inc | +0.2% | +89.08% | Add |
| 14 | NXPI | NXP Semiconductors N.V. | +0.2% | NEW | New buy |
| 15 | AMZN | Amazon.com Inc | +0.2% | +0.83% | Add |
| 16 | EBAY | Ebay Inc | +0.1% | — | Unchanged |
| 17 | URI | United Rentals Inc | +0.1% | -0.43% | Trim |
| 18 | WSM | Williams-sonoma Inc | +0.1% | — | Unchanged |
| 19 | FDX | Fedex CORP | +0.1% | +1.79% | Add |
| 20 | IBM | Intl Business Machines CORP | +0.1% | -4.14% | Trim |
| 21 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 22 | VZ | Verizon Communications Inc | +0.1% | +2.02% | Add |
| 23 | RTX | Rtx CORP | +0.1% | -0.79% | Trim |
| 24 | EMN | Eastman Chemical Co | 0% | +3.52% | Add |
| 25 | OMC | Omnicom Group | 0% | +3.71% | Add |
| 26 | ELV | Elevance Health Inc | 0% | +0.51% | Add |
| 27 | EPD | Enterprise Products Partners | 0% | +0.69% | Add |
| 28 | NTAP | Netapp Inc | 0% | — | Unchanged |
| 29 | AIZ | Assurant Inc | 0% | — | Unchanged |
| 30 | HCA | Hca Healthcare Inc | 0% | — | Unchanged |
| 31 | PII | Polaris Inc | 0% | +14.70% | Add |
| 32 | CAH | Cardinal Health Inc | — | -1.39% | Trim |
| 33 | GD | General Dynamics CORP | 0% | — | Unchanged |
| 34 | GPN | Global Payments Inc | 0% | +1.94% | Add |
| 35 | MO | Altria Group Inc | 0% | -0.17% | Trim |
| 36 | BMY | Bristol-myers Squibb Co | -0.1% | +0.14% | Add |
| 37 | T | At&t Inc | -0.1% | -0.14% | Trim |
| 38 | TFC | Truist Financial CORP | -0.1% | — | Unchanged |
| 39 | CVX | Chevron CORP | -0.1% | -0.67% | Trim |
| 40 | ADM | Archer-daniels-midland Co | -0.1% | — | Unchanged |
| 41 | CCK | Crown Holdings Inc | -0.1% | — | Unchanged |
| 42 | KVUE | Kenvue Inc | -0.1% | -4.71% | Trim |
| 43 | AFL | Aflac Inc | -0.2% | +0.43% | Add |
| 44 | WOO | Foot Locker Inc | -0.2% | -4.06% | Trim |
| 45 | OHI | Omega Healthcare Investors | -0.2% | +0.26% | Add |
| 46 | MPT | Medical Properties Trust Inc | -0.2% | — | Unchanged |
| 47 | CVS | Cvs Health CORP | -0.3% | +0.29% | Add |
| 48 | AMGN | Amgen Inc | -0.4% | +0.31% | Add |
| 49 | SWKS | Skyworks Solutions Inc | -0.5% | -0.21% | Trim |
| 50 | MMM | 3m Co | -1.8% | EXIT | Sold out |
According to official SEC Form 13F filings, Edmp, Inc. reported a total U.S. public equity portfolio value of $124.3M across 76 disclosed positions in Q1 2024.
During Q1 2024, Edmp, Inc.'s top holdings by market value included AVGO (8.7%)、ABBV (4.4%)、AMGN (4.1%). The largest single position, AVGO, represented 8.7% of total portfolio value.
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Top New Position Initiated
市值: $2.1M
Top Position Liquidated / Trimmed
MMM
前期市值: $2.0M
In Q1 2024, Edmp, Inc. made 39 total portfolio adjustments, initiating 6 new buys, adding to 19 positions, trimming 13 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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