You're signed outSign in or to get full access.
Edmp, Inc.
EDMP, Inc. is an SEC-registered investment adviser headquartered in Palm Harbor, Florida. The firm is independently owned and was founded in 1997. EDMP, Inc. provides investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, and corporations. The firm focuses on long-term investing and fundamental value analysis, maintaining a boutique presence with a small team serving a select client base.
Investment Strategy
EDMP, Inc. pursues a fundamentals-driven, long-term investing strategy with a focus on intrinsic value and quality companies. The firm typically invests in publicly traded equities, using a bottom-up stock selection process based on business fundamentals, consistent financial performance, and attractive valuations. The strategy is characterized by individualized portfolio management and disciplined adherence to fundamental research.
Latest 13F Filing Activity
Edmp, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 68 equity positions with a total 13F market value of $126M. The fund increased holdings in Broadcom Inc., Abbvie Inc., Eastman Chem Co. among other positions. Edmp, Inc. reduced exposure to Whirlpool Corp., Jabil Inc., Ugi Corp. New among others.
Top Holdings
Equity Positions (68)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 8.53% | $10.8M | 32,635 | $29.95 | $329.91 | +$1.5M |
M MO | ALTRIA GROUP INC | 4.78% | $6.0M | 91,360 | $49.80 | $66.06 | +$748.5K |
A ABBV | ABBVIE INC | 4.66% | $5.9M | 25,408 | $62.37 | $231.54 | +$1.2M |
O OHI | OMEGA HEALTHCARE INVS INC | 3.87% | $4.9M | 115,583 | $28.41 | $42.22 | +$582.5K |
A AFL | AFLAC INC | 3.85% | $4.9M | 43,454 | $27.24 | $111.70 | +$245.5K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more