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CIK: 0001016021
Total reported value
$124.3M
$124.3M
79 檔
19.9%
As reported in its official Q2 2024 Form 13F filing, Edmp, Inc.'s tracked investment portfolio stood at $124.3M with 79 total positions.
In Q2 2024, Edmp, Inc. adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, AMGN, ABBV) accounted for 19.9% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 5.27% | +1.57% | -53.95% | |
| 2 | AMGN | Amgen Inc | Stock-Healthcare | 4.86% | +0.11% | -1.17% | |
| 3 | ABBV | Abbvie Inc | Stock-Healthcare | 4.45% | +0.65% | -0.78% | |
| 4 | OHI | Omega Healthcare Investors | Stock-Real Estate | 4.02% | +0.33% | -1.25% | |
| 5 | MO | Altria Group Inc | Stock-Consumer Staples | 3.81% | +0.38% | -0.27% | |
| 6 | AFL | Aflac Inc | Stock-Financials | 3.77% | +0.22% | -1.43% | |
| 7 | SWKS | Skyworks Solutions Inc | Stock-Tech | 3.54% | — | — | |
| 8 | AMP | Ameriprise Financial Inc | Stock-Financials | 3.45% | +0.03% | -0.39% | |
| 9 | ELV | Elevance Health Inc | Stock-Healthcare | 3.17% | +0.38% | -0.09% | |
| 10 | UGI | Ugi CORP | Stock-Utilities | 2.67% | -0.14% | -5.82% | |
| 11 | CVS | Cvs Health CORP | Stock-Healthcare | 2.57% | — | -0.62% | |
| 12 | TFC | Truist Financial CORP | Stock-Financials | 2.54% | +0.18% | -0.37% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 2.44% | — | -4.31% | |
| 14 | COR | Cencora Inc | Stock-Healthcare | 2.24% | -0.25% | -7.83% | |
| 15 | GD | General Dynamics CORP | Stock-Industrials | 2.22% | — | -7.77% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 2.16% | -0.49% | -0.71% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.03% | +0.08% | -0.01% | |
| 18 | CI | THE Cigna Group | Stock-Healthcare | 1.96% | +0.05% | — | |
| 19 | EPD | Enterprise Products Partners | Stock-Energy | 1.92% | -0.05% | -2.01% | |
| 20 | T | At&t Inc | Stock-Comm Services | 1.81% | -0.67% | -0.59% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.73% | — | -1.38% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.60% | -0.33% | -0.71% | |
| 23 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.55% | -0.10% | -4.95% | |
| 24 | MMM | 3m Co | Stock-Industrials | 1.51% | +0.14% | — | |
| 25 | FDX | Fedex CORP | Stock-Industrials | 1.43% | -0.23% | +0.38% | |
| 26 | CMI | Cummins Inc | Stock-Industrials | 1.42% | -1.47% | — | |
| 27 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.40% | — | — | |
| 28 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.38% | +0.01% | +17.12% | |
| 29 | OGE | Oge Energy CORP | Stock-Utilities | 1.38% | +0.02% | — | |
| 30 | MPT | Medical Properties Trust Inc | Stock-Real Estate | 1.13% | -0.05% | -15.21% | |
| 31 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.13% | +0.10% | +0.46% | |
| 32 | RY | Royal Bank Of Canada | Stock-Financials | 1.12% | +0.35% | — | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 1.06% | -1.34% | EXIT | |
| 34 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.05% | — | — | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 1.02% | — | -6.26% | |
| 36 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.02% | +0.12% | -1.43% | |
| 37 | WHR | Whirlpool CORP | Stock-Consumer Disc | 0.98% | — | — | |
| 38 | AIZ | Assurant Inc | Stock-Financials | 0.93% | +0.14% | +1.23% | |
| 39 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.92% | +0.19% | — | |
| 40 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.92% | — | -0.11% | |
| 41 | O | Realty Income CORP | Stock-Real Estate | 0.91% | +0.04% | +0.96% | |
| 42 | GPN | Global Payments Inc | Stock-Industrials | 0.74% | -0.14% | +0.18% | |
| 43 | MGA | Magna International Inc | Stock-Consumer Disc | 0.73% | -0.07% | +38.36% | |
| 44 | EMN | Eastman Chemical Co | Stock-Materials | 0.70% | -0.29% | -1.23% | |
| 45 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.70% | — | -4.32% | |
| 46 | URI | United Rentals Inc | Stock-Industrials | 0.69% | — | +0.51% | |
| 47 | WOO | Foot Locker Inc | Stock-Other | 0.62% | — | — | |
| 48 | OMC | Omnicom Group | Stock-Comm Services | 0.57% | -0.06% | -1.33% | |
| 49 | NTAP | Netapp Inc | Stock-Tech | 0.55% | -0.85% | EXIT | |
| 50 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 0.46% | -0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MMM | 3m Co | +1.5% | NEW | New buy |
| 2 | AMGN | Amgen Inc | +0.7% | -1.17% | Trim |
| 3 | OHI | Omega Healthcare Investors | +0.6% | -1.25% | Trim |
| 4 | MO | Altria Group Inc | +0.4% | -0.27% | Trim |
| 5 | ELV | Elevance Health Inc | +0.4% | -0.09% | Trim |
| 6 | AFL | Aflac Inc | +0.4% | -1.43% | Trim |
| 7 | AMZN | Amazon.com Inc | +0.3% | -0.01% | Trim |
| 8 | AZNN | Astrazeneca Plc-spons Adr | +0.3% | — | Unchanged |
| 9 | T | At&t Inc | +0.3% | -0.59% | Trim |
| 10 | CNC | Centene CORP | +0.2% | NEW | New buy |
| 11 | MDT | Medtronic plc | +0.2% | NEW | New buy |
| 12 | SWKS | Skyworks Solutions Inc | +0.2% | — | Unchanged |
| 13 | BERYEUR | Berry Global Group Inc | +0.2% | NEW | New buy |
| 14 | CTSH | Cognizant Tech Solutions-a | +0.2% | +17.12% | Add |
| 15 | SOLV | Solventum CORP | +0.2% | NEW | New buy |
| 16 | AMP | Ameriprise Financial Inc | +0.2% | -0.39% | Trim |
| 17 | OGE | Oge Energy CORP | +0.2% | — | Unchanged |
| 18 | FDX | Fedex CORP | +0.2% | +0.38% | Add |
| 19 | NTAP | Netapp Inc | +0.1% | — | Unchanged |
| 20 | RY | Royal Bank Of Canada | +0.1% | — | Unchanged |
| 21 | GD | General Dynamics CORP | +0.1% | -7.77% | Trim |
| 22 | ABBV | Abbvie Inc | +0.1% | -0.78% | Trim |
| 23 | CMI | Cummins Inc | 0% | — | Unchanged |
| 24 | CSCO | Cisco Systems Inc | 0% | -1.10% | Trim |
| 25 | BWA | Borgwarner Inc | 0% | — | Unchanged |
| 26 | URI | United Rentals Inc | 0% | +0.51% | Add |
| 27 | CI | THE Cigna Group | 0% | — | Unchanged |
| 28 | JNJ | Johnson & Johnson | 0% | -1.38% | Trim |
| 29 | AIZ | Assurant Inc | 0% | +1.23% | Add |
| 30 | CMCSA | Comcast Corp-class A | 0% | -0.11% | Trim |
| 31 | LEA | Lear CORP | 0% | — | Unchanged |
| 32 | WOO | Foot Locker Inc | 0% | — | Unchanged |
| 33 | JBL | Jabil Inc | 0% | +1.26% | Add |
| 34 | CAH | Cardinal Health Inc | -0.1% | — | Unchanged |
| 35 | SJM | Jm Smucker Co/the | -0.1% | -1.43% | Trim |
| 36 | WHR | Whirlpool CORP | -0.1% | — | Unchanged |
| 37 | WBA | Walgreens Boots Alliance Inc | -0.1% | -2.77% | Trim |
| 38 | KVUE | Kenvue Inc | -0.1% | -4.32% | Trim |
| 39 | WSM | Williams-sonoma Inc | -0.1% | -26.12% | Trim |
| 40 | UGI | Ugi CORP | -0.1% | -5.82% | Trim |
| 41 | IBM | Intl Business Machines CORP | -0.2% | -4.31% | Trim |
| 42 | COR | Cencora Inc | -0.2% | -7.83% | Trim |
| 43 | TRV | Travelers Cos Inc/the | -0.2% | EXIT | Sold out |
| 44 | GPN | Global Payments Inc | -0.2% | +0.18% | Add |
| 45 | MPT | Medical Properties Trust Inc | -0.2% | -15.21% | Trim |
| 46 | CAT | Caterpillar Inc | -0.3% | -50.61% | Trim |
| 47 | BMY | Bristol-myers Squibb Co | -0.4% | -4.95% | Trim |
| 48 | CVS | Cvs Health CORP | -0.6% | -0.62% | Trim |
| 49 | ✓ | -1.8% | EXIT | Sold out | |
| 50 | AVGO | Broadcom Inc | -3.4% | -53.95% | Trim |
According to official SEC Form 13F filings, Edmp, Inc. reported a total U.S. public equity portfolio value of $124.3M across 79 disclosed positions in Q2 2024.
During Q2 2024, Edmp, Inc.'s top holdings by market value included AVGO (5.3%)、AMGN (4.9%)、ABBV (4.5%). The largest single position, AVGO, represented 5.3% of total portfolio value.
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Top New Position Initiated
MMM
市值: $1.7M
Top Position Liquidated / Trimmed
前期市值: $2.1M
In Q2 2024, Edmp, Inc. made 38 total portfolio adjustments, initiating 5 new buys, adding to 6 positions, trimming 25 holdings, and fully liquidating 2 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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