Institutional Fund
Edmp, Inc.
Lutz, FLCIK 10160215 filings on record
Portfolio Value
$123.70M
Q1 2026
Holdings
71
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+1.7%
from $121.68M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Broadcom Inc7.7%
- Amgen Inc4.4%
- Abbvie Inc4.3%
- Altria Group Inc4.1%
- Omega Healthcare Invs Inc4.0%
- Aflac Inc3.8%
- Other71.7%
Portfolio Holdings
71 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc | 30.8K | $9.53M | 7.7% | −1.0K | Reduced |
| 2 | Amgen Inc | 15.5K | $5.46M | 4.4% | −145 | Reduced |
| 3 | Abbvie Inc | 24.5K | $5.34M | 4.3% | −340 | Reduced |
| 4 | Altria Group Inc | 77.3K | $5.10M | 4.1% | −1.3K | Reduced |
| 5 | Omega Healthcare Invs Inc | 112.3K | $4.92M | 4.0% | −1.8K | Reduced |
| 6 | Aflac Inc | 42.3K | $4.64M | 3.8% | −647 | Reduced |
| 7 | Omnicom Group Inc | 61.3K | $4.63M | 3.7% | +44.8K | Added |
| 8 | Ugi Corp New | 118.4K | $4.31M | 3.5% | −941 | Reduced |
| 9 | Ameriprise Finl Inc | 7.3K | $3.22M | 2.6% | +149 | Added |
| 10 | National Fuel Gas Co | 33.5K | $3.15M | 2.5% | −251 | Reduced |
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