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EDMP, INC.
RIA/Wealth
EDMP, INC. is a RIA/Wealth based in Lutz, FL led by Julie Cycenas Carnevale, reporting $147.5M in AUM as of Q3 2025 with AVGO as the largest holding (9% allocation).
PresidentJulie Cycenas Carnevale
- Portfolio Value
- $126.2M
- Positions
- 69
- Top Holding
- AVGO at 8.53%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in EDMP, INC.'s portfolio (40.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $10.8M | 8.53% | -$327.3K Sold | 0.00% 32.6K shares | |
Tobacco Consumer Defensive | $6.0M | 4.78% | +$78.5K Bought | 0.01% 91.4K shares | |
Drug Manufacturers - General Healthcare | $5.9M | 4.66% | -$15.7K Sold | 0.00% 25.4K shares | |
REIT - Healthcare Facilities Real Estate | $4.9M | 3.87% | -$70.6K Sold | 0.04% 115.6K shares | |
Insurance - Life Financial Services | $4.9M | 3.85% | -$27.3K Sold | 0.01% 43.5K shares | |
Drug Manufacturers - General Healthcare | $4.5M | 3.56% | +$19.2K Bought | 0.00% 15.9K shares | |
Regulated Gas Utilities | $4.3M | 3.39% | -$13.1K Sold | 0.06% 128.7K shares | |
Asset Management Financial Services | $3.9M | 3.06% | -$68.3K Sold | 0.01% 7.9K shares | |
Oil & Gas Integrated Energy | $3.2M | 2.52% | -$4.2K Sold | 0.04% 34.4K shares | |
Medical - Distribution Healthcare | $3.0M | 2.40% | -$92.8K Sold | — 9.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in EDMP, INC.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+94.95% | |
+60.99% | |
+32.66% | |
+27.8% | |
+16.31% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-17.34% | |
-17.21% |
Analytics
Portfolio insights and performance metrics for EDMP, INC.
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