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.
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 |