Edmp Inc Portfolio Changes in Q2 2026
This report details observable purchases and sales by Edmp Inc. covering the period ending June 30, 2026.
Edmp Inc has made several notable adjustments to its portfolio during this quarter.
New Positions: The investor established a new position in AMDOCS LTD (G02602103), acquiring shares that represented approximately 98.86% of its prior stake, making it one of the most significant new holdings for the quarter.
Additionally, Edmp Inc increased its position in COGNIZANT TECHNOLOGY SOLUTIONS CORP (CTSH), raising its stake by 60.59%. The investor also purchased shares of RJF and INGREDION INC (GPNR), though specific allocation percentages for these new positions are not provided in the top holdings list.
Increased Holdings: Beyond the new position, Edmp Inc also boosted its stake in SUPER MICRO COMPUTER INC (SMCI), increasing it by 6.61%. Increases were noted across various sectors including Technology with AVGO (-0.9%), Healthcare with ABBV (-0.17%) and AMGN (0.18%), Real Estate with MPW (-6.33%), Consumer Defensive with MO (0.48%), Financial Services with TFC (-0.19%), Communication Services with OMC (2.0%), Utilities with UGI (1.94%), Energy, and Consumer Cyclical with GIS (100%) and JD (100%).
Exits: The investor significantly reduced its position in CUMMINS INC (CMI), exiting nearly 89.56% of its stake during the quarter.
Furthermore, Edmp Inc sold shares from its portfolio including exits from positions like CMI and others not detailed in this report due to insufficient data or being below the disclosure threshold.