13F Insight
DOSSIER · 13F-HR · Q2 2026

EDMP, INC.

$124M in tracked AUM across 70 positions as of Q2 2026.

EI
CIK 0001016021 · last filed Jun 30, 2026
Total AUM
$124M
as of Q2 2026
Holdings
70
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

The SEC 13F filing for EDMP, INC. (CIK: 0001016021) reveals a period of significant expansion and portfolio restructuring for the quarter ending December 31, 2025. The total portfolio value surged by 122.6%, growing from $54.66 million to $121.68 million. This dramatic increase is attributed not merely to market appreciation but to substantial capital deployment, evidenced by the addition of 32 new positions. The firm now holds 68 total assets, indicating a shift towards ...

Key Holdings

The portfolio is anchored by Broadcom Inc. (AVGO), which remains the largest holding at $11.01 million, representing 9.05% of the total portfolio. Despite a minor reduction of 2.5% during the quarter, AVGO’s dominant position underscores a continued conviction in the semiconductor and infrastructure technology sector.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVGO
BROADCOM INC
$12M30K9.3%02
ABBV
ABBVIE INC
$6M24K5.0%03
AMGN
AMGEN INC
$6M16K4.5%04
MO
ALTRIA GROUP INC
$6M78K4.5%05
OHI
OMEGA HEALTHCARE INVS INC
$5M112K4.3%06
AFL
AFLAC INC
$5M42K4.0%07
OMC
OMNICOM GROUP INC
$5M63K3.7%08
UGI
UGI CORP NEW
$4M121K3.4%09
AMP
AMERIPRISE FINL INC
$3M7K2.6%10
TFC
TRUIST FINL CORP
$3M65K2.6%

Filing history

2026Q2Jun 30
$124M▲ 0.4%
70 positionsView →2026Q1Mar 31
$124M▲ 1.7%
71 positionsView →2025Q4Dec 31
$122M▼ 3.6%
68 positionsView →2025Q3Sep 30
$126M▲ 7.4%
69 positionsView →2025Q2Jun 30
$117M▼ 1.6%
69 positionsLocked2025Q1Mar 31
$119M▲ 13.4%
71 positionsLocked2024Q4Dec 31
$105M▼ 13.5%
65 positionsLocked2024Q3Sep 30
$122M▲ 10.3%
78 positionsLocked2024Q2Jun 30
$110M▼ 7.8%
79 positionsLocked2024Q1Mar 31
$120M▲ 9.2%
76 positionsLocked2023Q4Dec 31
$110M▲ 12.1%
71 positionsLocked2023Q3Sep 30
$98M▼ 6.8%
65 positionsLocked
Showing 12 of 46