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CIK: 0001016021
Total reported value
$124.3M
$124.3M
78 檔
21.9%
At the close of Q3 2024, Edmp, Inc. disclosed equity holdings valued at approximately $124.3M, spread across 78 reported holdings.
In Q3 2024, Edmp, Inc. adopted a defensive or profit-taking posture, trimming 38 positions and completely liquidating 6 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, AMGN, AFL) accounted for 21.9% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 5.13% | +1.57% | +898.26% | |
| 2 | AMGN | Amgen Inc | Stock-Healthcare | 4.44% | +0.11% | -2.35% | |
| 3 | AFL | Aflac Inc | Stock-Financials | 4.26% | +0.22% | -0.47% | |
| 4 | OHI | Omega Healthcare Investors | Stock-Real Estate | 4.26% | +0.33% | -1.49% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 4.26% | +0.65% | -8.33% | |
| 6 | MO | Altria Group Inc | Stock-Consumer Staples | 3.88% | +0.38% | +0.40% | |
| 7 | AMP | Ameriprise Financial Inc | Stock-Financials | 3.29% | +0.03% | -4.20% | |
| 8 | SWKS | Skyworks Solutions Inc | Stock-Tech | 2.90% | — | -2.31% | |
| 9 | IBM | Intl Business Machines CORP | Stock-Tech | 2.79% | — | -1.30% | |
| 10 | UGI | Ugi CORP | Stock-Utilities | 2.74% | -0.14% | +3.52% | |
| 11 | ELV | Elevance Health Inc | Stock-Healthcare | 2.72% | +0.38% | -1.38% | |
| 12 | TFC | Truist Financial CORP | Stock-Financials | 2.51% | +0.18% | -1.16% | |
| 13 | T | At&t Inc | Stock-Comm Services | 2.07% | -0.67% | +9.42% | |
| 14 | COR | Cencora Inc | Stock-Healthcare | 2.00% | -0.25% | -1.31% | |
| 15 | GD | General Dynamics CORP | Stock-Industrials | 1.96% | — | -6.53% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.87% | -0.49% | +1.40% | |
| 17 | CI | THE Cigna Group | Stock-Healthcare | 1.81% | +0.05% | -2.69% | |
| 18 | MMM | 3m Co | Stock-Industrials | 1.80% | +0.14% | -1.94% | |
| 19 | EPD | Enterprise Products Partners | Stock-Energy | 1.77% | -0.05% | +1.12% | |
| 20 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.76% | -0.10% | +0.58% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.75% | — | +0.47% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.68% | -0.33% | +6.18% | |
| 23 | CMI | Cummins Inc | Stock-Industrials | 1.54% | -1.47% | +2.78% | |
| 24 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 1.49% | — | — | |
| 25 | OGE | Oge Energy CORP | Stock-Utilities | 1.44% | +0.02% | — | |
| 26 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.41% | +0.01% | -0.83% | |
| 27 | O | Realty Income CORP | Stock-Real Estate | 1.41% | +0.04% | +41.78% | |
| 28 | WHR | Whirlpool CORP | Stock-Consumer Disc | 1.40% | — | +50.21% | |
| 29 | BWA | Borgwarner Inc | Stock-Consumer Disc | 1.39% | +0.19% | +48.86% | |
| 30 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.30% | — | -0.01% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.30% | +0.08% | -26.35% | |
| 32 | NFG | National Fuel Gas Co | Stock-Energy | 1.28% | -0.47% | +290.07% | |
| 33 | AIZ | Assurant Inc | Stock-Financials | 1.20% | +0.14% | +19.37% | |
| 34 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.18% | +0.10% | -4.26% | |
| 35 | RY | Royal Bank Of Canada | Stock-Financials | 1.16% | +0.35% | -2.52% | |
| 36 | MPT | Medical Properties Trust Inc | Stock-Real Estate | 1.15% | -0.05% | -17.37% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 1.11% | — | -1.11% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 1.10% | -1.34% | EXIT | |
| 39 | FDX | Fedex CORP | Stock-Industrials | 1.10% | -0.23% | -7.08% | |
| 40 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.05% | +0.12% | +2.10% | |
| 41 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.02% | — | -4.46% | |
| 42 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.95% | — | +6.90% | |
| 43 | DOX | Amdocs Limited | Stock-Tech | 0.85% | +0.65% | — | |
| 44 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.77% | — | -4.33% | |
| 45 | URI | United Rentals Inc | Stock-Industrials | 0.73% | — | -6.30% | |
| 46 | EMN | Eastman Chemical Co | Stock-Materials | 0.72% | -0.29% | -0.63% | |
| 47 | MGA | Magna International Inc | Stock-Consumer Disc | 0.72% | -0.07% | +11.37% | |
| 48 | GPN | Global Payments Inc | Stock-Industrials | 0.70% | -0.14% | -0.97% | |
| 49 | OMC | Omnicom Group | Stock-Comm Services | 0.58% | -0.06% | -3.61% | |
| 50 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 0.53% | -0.07% | -1.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SMCIUSD | Super Micro Computer Inc | +1.5% | NEW | New buy |
| 2 | NFG | National Fuel Gas Co | +1% | +290.07% | Add |
| 3 | DOX | Amdocs Limited | +0.9% | NEW | New buy |
| 4 | O | Realty Income CORP | +0.5% | +41.78% | Add |
| 5 | AFL | Aflac Inc | +0.5% | -0.47% | Trim |
| 6 | BWA | Borgwarner Inc | +0.5% | +48.86% | Add |
| 7 | WHR | Whirlpool CORP | +0.4% | +50.21% | Add |
| 8 | IBM | Intl Business Machines CORP | +0.4% | -1.30% | Trim |
| 9 | MMM | 3m Co | +0.3% | -1.94% | Trim |
| 10 | AIZ | Assurant Inc | +0.3% | +19.37% | Add |
| 11 | PFE | Pfizer Inc | +0.3% | NEW | New buy |
| 12 | T | At&t Inc | +0.3% | +9.42% | Add |
| 13 | OHI | Omega Healthcare Investors | +0.2% | -1.49% | Trim |
| 14 | BMY | Bristol-myers Squibb Co | +0.2% | +0.58% | Add |
| 15 | TRV | Travelers Cos Inc/the | +0.2% | NEW | New buy |
| 16 | CAG | Conagra Brands Inc | +0.2% | NEW | New buy |
| 17 | CMI | Cummins Inc | +0.1% | +2.78% | Add |
| 18 | RTX | Rtx CORP | +0.1% | -1.11% | Trim |
| 19 | BABA | Alibaba Group Holding-sp Adr | +0.1% | — | Unchanged |
| 20 | VZ | Verizon Communications Inc | +0.1% | +6.18% | Add |
| 21 | MO | Altria Group Inc | +0.1% | +0.40% | Add |
| 22 | UGI | Ugi CORP | +0.1% | +3.52% | Add |
| 23 | KVUE | Kenvue Inc | +0.1% | -4.33% | Trim |
| 24 | CCK | Crown Holdings Inc | +0.1% | -1.34% | Trim |
| 25 | IRM | Iron Mountain Inc | +0.1% | — | Unchanged |
| 26 | OGE | Oge Energy CORP | +0.1% | — | Unchanged |
| 27 | EBAY | Ebay Inc | +0.1% | -4.26% | Trim |
| 28 | RY | Royal Bank Of Canada | 0% | -2.52% | Trim |
| 29 | CSCO | Cisco Systems Inc | 0% | +2.11% | Add |
| 30 | URI | United Rentals Inc | 0% | -6.30% | Trim |
| 31 | PM | Philip Morris International | 0% | — | Unchanged |
| 32 | HCA | Hca Healthcare Inc | 0% | — | Unchanged |
| 33 | CTSH | Cognizant Tech Solutions-a | 0% | -0.83% | Trim |
| 34 | SJM | Jm Smucker Co/the | 0% | +2.10% | Add |
| 35 | CMCSA | Comcast Corp-class A | 0% | +6.90% | Add |
| 36 | IIPR | Innovative Industrial Proper | 0% | — | Unchanged |
| 37 | JNJ | Johnson & Johnson | 0% | +0.47% | Add |
| 38 | MPT | Medical Properties Trust Inc | 0% | -17.37% | Trim |
| 39 | EMN | Eastman Chemical Co | 0% | -0.63% | Trim |
| 40 | GIS | General Mills Inc | 0% | — | Unchanged |
| 41 | OMC | Omnicom Group | 0% | -3.61% | Trim |
| 42 | ENB | Enbridge Inc | 0% | — | Unchanged |
| 43 | CNC | Centene CORP | 0% | — | Unchanged |
| 44 | BERYEUR | Berry Global Group Inc | 0% | — | Unchanged |
| 45 | AES | Aes CORP | 0% | — | Unchanged |
| 46 | TKR | Timken Co | — | +4.83% | Add |
| 47 | JBL | Jabil Inc | — | — | Unchanged |
| 48 | SPG | Simon Property Group Inc | — | -1.48% | Trim |
| 49 | WSM | Williams-sonoma Inc | — | +100.00% | Add |
| 50 | MGA | Magna International Inc | 0% | +11.37% | Add |
According to official SEC Form 13F filings, Edmp, Inc. reported a total U.S. public equity portfolio value of $124.3M across 78 disclosed positions in Q3 2024.
During Q3 2024, Edmp, Inc.'s top holdings by market value included AVGO (5.1%)、AMGN (4.4%)、AFL (4.3%). The largest single position, AVGO, represented 5.1% of total portfolio value.
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Top New Position Initiated
SMCIUSD
市值: $1.8M
Top Position Liquidated / Trimmed
CVS
前期市值: $2.8M
In Q3 2024, Edmp, Inc. made 70 total portfolio adjustments, initiating 5 new buys, adding to 21 positions, trimming 38 holdings, and fully liquidating 6 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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