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CIK: 0001016021
Total reported value
$124.3M
$124.3M
65 檔
21.6%
As reported in its official Q4 2024 Form 13F filing, Edmp, Inc.'s tracked investment portfolio stood at $124.3M with 65 total positions.
In Q4 2024, Edmp, Inc. adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 16 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, MO, ABBV) accounted for 21.6% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 7.71% | +1.57% | -3.15% | |
| 2 | MO | Altria Group Inc | Stock-Consumer Staples | 4.62% | +0.38% | +0.44% | |
| 3 | ABBV | Abbvie Inc | Stock-Healthcare | 4.42% | +0.65% | -0.31% | |
| 4 | AFL | Aflac Inc | Stock-Financials | 4.38% | +0.22% | -3.88% | |
| 5 | OHI | Omega Healthcare Investors | Stock-Real Estate | 4.33% | +0.33% | -5.59% | |
| 6 | AMP | Ameriprise Financial Inc | Stock-Financials | 4.25% | +0.03% | -1.59% | |
| 7 | AMGN | Amgen Inc | Stock-Healthcare | 4.06% | +0.11% | -2.21% | |
| 8 | UGI | Ugi CORP | Stock-Utilities | 3.65% | -0.14% | +2.15% | |
| 9 | TFC | Truist Financial CORP | Stock-Financials | 2.93% | +0.18% | -0.22% | |
| 10 | SWKS | Skyworks Solutions Inc | Stock-Tech | 2.90% | — | -3.60% | |
| 11 | T | At&t Inc | Stock-Comm Services | 2.50% | -0.67% | +0.74% | |
| 12 | COR | Cencora Inc | Stock-Healthcare | 2.27% | -0.25% | -1.38% | |
| 13 | ELV | Elevance Health Inc | Stock-Healthcare | 2.27% | +0.38% | +1.74% | |
| 14 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 2.23% | -0.10% | +0.41% | |
| 15 | EPD | Enterprise Products Partners | Stock-Energy | 2.20% | -0.05% | — | |
| 16 | CVX | Chevron CORP | Stock-Energy | 2.08% | -0.49% | -2.11% | |
| 17 | O | Realty Income CORP | Stock-Real Estate | 1.99% | +0.04% | +45.45% | |
| 18 | CMI | Cummins Inc | Stock-Industrials | 1.89% | -1.47% | -1.58% | |
| 19 | WHR | Whirlpool CORP | Stock-Consumer Disc | 1.79% | — | +3.82% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | +0.08% | -0.83% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.75% | — | -2.87% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.74% | -0.33% | +1.05% | |
| 23 | CI | THE Cigna Group | Stock-Healthcare | 1.66% | +0.05% | -0.35% | |
| 24 | OGE | Oge Energy CORP | Stock-Utilities | 1.64% | +0.02% | -1.64% | |
| 25 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.55% | +0.01% | -4.11% | |
| 26 | NFG | National Fuel Gas Co | Stock-Energy | 1.52% | -0.47% | +2.65% | |
| 27 | MMM | 3m Co | Stock-Industrials | 1.51% | +0.14% | -22.96% | |
| 28 | AIZ | Assurant Inc | Stock-Financials | 1.45% | +0.14% | -2.29% | |
| 29 | BWA | Borgwarner Inc | Stock-Consumer Disc | 1.43% | +0.19% | +1.10% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 1.35% | -1.34% | EXIT | |
| 31 | FDX | Fedex CORP | Stock-Industrials | 1.33% | -0.23% | +1.64% | |
| 32 | RY | Royal Bank Of Canada | Stock-Financials | 1.30% | +0.35% | — | |
| 33 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.28% | +0.10% | -2.07% | |
| 34 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.24% | — | -2.22% | |
| 35 | SMCI | Super Micro Computer Inc | Stock-Tech | 1.20% | +0.30% | — | |
| 36 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.12% | +0.12% | +1.37% | |
| 37 | DOX | Amdocs Limited | Stock-Tech | 1.04% | +0.65% | +7.87% | |
| 38 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.95% | — | -3.60% | |
| 39 | GPN | Global Payments Inc | Stock-Industrials | 0.93% | -0.14% | +4.73% | |
| 40 | MGA | Magna International Inc | Stock-Consumer Disc | 0.80% | -0.07% | -5.22% | |
| 41 | MPT | Medical Properties Trust Inc | Stock-Real Estate | 0.80% | -0.05% | -10.65% | |
| 42 | EMN | Eastman Chemical Co | Stock-Materials | 0.73% | -0.29% | +7.17% | |
| 43 | OMC | Omnicom Group | Stock-Comm Services | 0.66% | -0.06% | +20.17% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.56% | — | — | |
| 45 | JBL | Jabil Inc | Stock-Tech | 0.54% | -0.19% | EXIT | |
| 46 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 0.52% | -0.07% | -0.33% | |
| 47 | TKR | Timken Co | Stock-Industrials | 0.38% | — | -3.88% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | +0.04% | +27.62% | |
| 49 | GIS | General Mills Inc | Stock-Consumer Staples | 0.37% | +0.22% | NEW | |
| 50 | NTAP | Netapp Inc | Stock-Tech | 0.36% | -0.85% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2.6% | -3.15% | Trim |
| 2 | SMCI | Super Micro Computer Inc | +1.2% | NEW | New buy |
| 3 | AMP | Ameriprise Financial Inc | +1% | -1.59% | Trim |
| 4 | UGI | Ugi CORP | +0.9% | +2.15% | Add |
| 5 | MO | Altria Group Inc | +0.7% | +0.44% | Add |
| 6 | O | Realty Income CORP | +0.6% | +45.45% | Add |
| 7 | BMY | Bristol-myers Squibb Co | +0.5% | +0.41% | Add |
| 8 | AMZN | Amazon.com Inc | +0.5% | -0.83% | Trim |
| 9 | EPD | Enterprise Products Partners | +0.4% | — | Unchanged |
| 10 | T | At&t Inc | +0.4% | +0.74% | Add |
| 11 | TFC | Truist Financial CORP | +0.4% | -0.22% | Trim |
| 12 | WHR | Whirlpool CORP | +0.4% | +3.82% | Add |
| 13 | CMI | Cummins Inc | +0.4% | -1.58% | Trim |
| 14 | COR | Cencora Inc | +0.3% | -1.38% | Trim |
| 15 | CSCO | Cisco Systems Inc | +0.3% | -4.80% | Trim |
| 16 | AIZ | Assurant Inc | +0.3% | -2.29% | Trim |
| 17 | NFG | National Fuel Gas Co | +0.2% | +2.65% | Add |
| 18 | GPN | Global Payments Inc | +0.2% | +4.73% | Add |
| 19 | FDX | Fedex CORP | +0.2% | +1.64% | Add |
| 20 | CAH | Cardinal Health Inc | +0.2% | -2.22% | Trim |
| 21 | BTI | British American Tob-sp Adr | +0.2% | NEW | New buy |
| 22 | CVX | Chevron CORP | +0.2% | -2.11% | Trim |
| 23 | OGE | Oge Energy CORP | +0.2% | -1.64% | Trim |
| 24 | META | Meta Platforms Inc-class A | +0.2% | NEW | New buy |
| 25 | DOX | Amdocs Limited | +0.2% | +7.87% | Add |
| 26 | JBL | Jabil Inc | +0.2% | +9.61% | Add |
| 27 | ABBV | Abbvie Inc | +0.2% | -0.31% | Trim |
| 28 | JPM | Jpmorgan Chase & Co | +0.2% | +27.62% | Add |
| 29 | CTSH | Cognizant Tech Solutions-a | +0.1% | -4.11% | Trim |
| 30 | RY | Royal Bank Of Canada | +0.1% | — | Unchanged |
| 31 | AFL | Aflac Inc | +0.1% | -3.88% | Trim |
| 32 | EBAY | Ebay Inc | +0.1% | -2.07% | Trim |
| 33 | WSM | Williams-sonoma Inc | +0.1% | — | Unchanged |
| 34 | TGT | Target CORP | +0.1% | +41.19% | Add |
| 35 | MGA | Magna International Inc | +0.1% | -5.22% | Trim |
| 36 | OMC | Omnicom Group | +0.1% | +20.17% | Add |
| 37 | OHI | Omega Healthcare Investors | +0.1% | -5.59% | Trim |
| 38 | SJM | Jm Smucker Co/the | +0.1% | +1.37% | Add |
| 39 | PFE | Pfizer Inc | +0.1% | +19.96% | Add |
| 40 | PM | Philip Morris International | +0.1% | — | Unchanged |
| 41 | VZ | Verizon Communications Inc | +0.1% | +1.05% | Add |
| 42 | ENB | Enbridge Inc | +0.1% | — | Unchanged |
| 43 | BWA | Borgwarner Inc | 0% | +1.10% | Add |
| 44 | CAG | Conagra Brands Inc | 0% | +22.70% | Add |
| 45 | TRV | Travelers Cos Inc/the | 0% | — | Unchanged |
| 46 | RJF | Raymond James Financial Inc | 0% | -20.25% | Trim |
| 47 | BERYEUR | Berry Global Group Inc | 0% | — | Unchanged |
| 48 | EMN | Eastman Chemical Co | 0% | +7.17% | Add |
| 49 | SWKS | Skyworks Solutions Inc | — | -3.60% | Trim |
| 50 | JNJ | Johnson & Johnson | — | -2.87% | Trim |
According to official SEC Form 13F filings, Edmp, Inc. reported a total U.S. public equity portfolio value of $124.3M across 65 disclosed positions in Q4 2024.
During Q4 2024, Edmp, Inc.'s top holdings by market value included AVGO (7.7%)、MO (4.6%)、ABBV (4.4%). The largest single position, AVGO, represented 7.7% of total portfolio value.
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Top New Position Initiated
SMCI
市值: $1.3M
Top Position Liquidated / Trimmed
IBM
前期市值: $3.4M
In Q4 2024, Edmp, Inc. made 69 total portfolio adjustments, initiating 3 new buys, adding to 21 positions, trimming 29 holdings, and fully liquidating 16 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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