EDMP, INC.

HTTP://WWW.EDMPINC.ORG LUTZ, FL Investment Advisor How do I update this listing?

Edmp is based out of Lutz. Edmp is a large advisory firm with 154 clients and discretionary assets under management (AUM) of $128,520,281 (Form ADV from 2020-06-19). Their last reported 13F filing for Q3 2020 included $68,007,000 in managed 13F securities and a top 10 holdings concentration of 46.61%. Edmp's largest holding is Amgen, Inc. with shares held of 19,485. Whalewisdom has at least 61 13F filings

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09/30/2020

13F Activity

  • Market Value $68.007 Million
  • Prior Market Value $64.237 Million
  • New Purchases4 stocks
  • Additional Purchases1 stock
  • Sold out of0 stocks
  • Reduced holdings in39 stocks
  • Top 10 Holdings % 46.61 %
  • Turnover % [1]:8.51%
  • Turnover Alt % [2]: 2.19 %
  • Time Held Top20:9.50 quarters
  • Time Held Top10:5.30 quarters
  • Time Held All:17.21 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

09/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-11-16

Performance for Q3 2020: 7.52%
Performance Last 4 Quarters: 1.97%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

EDMP, INC.
136 WHITAKER ROAD SUITE A
LUTZ FL    33549
Country: United States

Business Phone: 813-960-9600
Fax: 813-960-9609
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: FL
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 154
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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Insider Transactions in the past year

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EDMP, INC.

ownership team - last updated 2020-06-19
Name Title Start Date Direct/Indirect % Ownership
CARNEVALE, CHARLES, CARMEN CCO 09/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
EDMP, INC. CCO direct 2006-09-01
EDMP INC PRESIDENT direct 1992-12-01 2001-02-26
EDMP INC CHIEF INVESTMENT OFFICER direct 1992-12-01 2006-06-16
GREAT COMPANIES, INC. CO-CEO/CHIEF INVESTMENT OFFICER direct 2006-09-01 2007-03-29
EDMP, INC. CHIEF INVESTMENT OFFICER direct 2006-09-01 2015-03-10
CARNEVALE, JULIE, CYCENAS PRESIDENT 04/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
EDMP, INC. PRESIDENT direct 2008-04-01
EDMP INC EXECUTIVE VICE PRESIDENT direct 1992-12-01 2001-02-26
EDMP INC PRESIDENT direct 1992-12-01 2006-06-16
GREAT COMPANIES, INC. MANAGING DIRECTOR direct 2006-09-01 2008-03-29
EDMP, INC. MANAGING DIRECTOR/PRESIDENT direct 2008-04-01 2013-03-07
LOUDIN, TIMOTHY, W. SR VP 04/01/1998 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EDMP, INC. SR VP direct 1998-04-01
EDMP INC SR. VP OF INFORMATION TECHNOLOGY direct 1998-04-01 2004-09-02
EDMP INC SR VP/CCO/PORTFOLIO MANAGER direct 1998-04-01 2006-03-22
GREAT COMPANIES, INC. CHIEF COMPLIANCE OFFICER direct 1998-04-01 2007-03-29
EDMP, INC. CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGER direct 1998-04-01 2015-03-10
GERACI, LAUREN, NICOLE SHAREHOLDER 01/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EDMP, INC. SHAREHOLDER direct 2010-01-01
Carnevale, Colton, Joseph PORTFOLIO MANAGER 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
EDMP, INC. PORTFOLIO MANAGER direct 2018-11-01

EDMP, INC.

ownership team - last updated 2020-03-18
Name Title Start Date Direct/Indirect % Ownership

EDMP, INC.

ownership team - last updated 2019-03-06
Name Title Start Date Direct/Indirect % Ownership
CARNEVALE, CHARLES, CARMEN CCO 09/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
EDMP, INC. CCO direct 2006-09-01
EDMP INC PRESIDENT direct 1992-12-01 2001-02-26
EDMP INC CHIEF INVESTMENT OFFICER direct 1992-12-01 2006-06-16
GREAT COMPANIES, INC. CO-CEO/CHIEF INVESTMENT OFFICER direct 2006-09-01 2007-03-29
EDMP, INC. CHIEF INVESTMENT OFFICER direct 2006-09-01 2015-03-10
CARNEVALE, JULIE, CYCENAS PRESIDENT 04/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
EDMP, INC. PRESIDENT direct 2008-04-01
EDMP INC EXECUTIVE VICE PRESIDENT direct 1992-12-01 2001-02-26
EDMP INC PRESIDENT direct 1992-12-01 2006-06-16
GREAT COMPANIES, INC. MANAGING DIRECTOR direct 2006-09-01 2008-03-29
EDMP, INC. MANAGING DIRECTOR/PRESIDENT direct 2008-04-01 2013-03-07
LOUDIN, TIMOTHY, W. SR VP 04/01/1998 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EDMP, INC. SR VP direct 1998-04-01
EDMP INC SR. VP OF INFORMATION TECHNOLOGY direct 1998-04-01 2004-09-02
EDMP INC SR VP/CCO/PORTFOLIO MANAGER direct 1998-04-01 2006-03-22
GREAT COMPANIES, INC. CHIEF COMPLIANCE OFFICER direct 1998-04-01 2007-03-29
EDMP, INC. CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGER direct 1998-04-01 2015-03-10
GERACI, LAUREN, NICOLE SHAREHOLDER 01/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EDMP, INC. SHAREHOLDER direct 2010-01-01

EDMP, INC.

ownership team - last updated 2018-11-29
Name Title Start Date Direct/Indirect % Ownership
CARNEVALE, CHARLES, CARMEN CCO 09/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
EDMP, INC. CCO direct 2006-09-01
EDMP INC PRESIDENT direct 1992-12-01 2001-02-26
EDMP INC CHIEF INVESTMENT OFFICER direct 1992-12-01 2006-06-16
GREAT COMPANIES, INC. CO-CEO/CHIEF INVESTMENT OFFICER direct 2006-09-01 2007-03-29
EDMP, INC. CHIEF INVESTMENT OFFICER direct 2006-09-01 2015-03-10
CARNEVALE, JULIE, CYCENAS PRESIDENT 04/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
EDMP, INC. PRESIDENT direct 2008-04-01
EDMP INC EXECUTIVE VICE PRESIDENT direct 1992-12-01 2001-02-26
EDMP INC PRESIDENT direct 1992-12-01 2006-06-16
GREAT COMPANIES, INC. MANAGING DIRECTOR direct 2006-09-01 2008-03-29
EDMP, INC. MANAGING DIRECTOR/PRESIDENT direct 2008-04-01 2013-03-07
LOUDIN, TIMOTHY, W. SR VP 04/01/1998 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EDMP, INC. SR VP direct 1998-04-01
EDMP INC SR. VP OF INFORMATION TECHNOLOGY direct 1998-04-01 2004-09-02
EDMP INC SR VP/CCO/PORTFOLIO MANAGER direct 1998-04-01 2006-03-22
GREAT COMPANIES, INC. CHIEF COMPLIANCE OFFICER direct 1998-04-01 2007-03-29
EDMP, INC. CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGER direct 1998-04-01 2015-03-10
GERACI, LAUREN, NICOLE SHAREHOLDER 01/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EDMP, INC. SHAREHOLDER direct 2010-01-01

EDMP, INC.

ownership team - last updated 2018-06-21
Name Title Start Date Direct/Indirect % Ownership
CARNEVALE, CHARLES, CARMEN CCO 09/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
EDMP, INC. CCO direct 2006-09-01
EDMP INC PRESIDENT direct 1992-12-01 2001-02-26
EDMP INC CHIEF INVESTMENT OFFICER direct 1992-12-01 2006-06-16
GREAT COMPANIES, INC. CO-CEO/CHIEF INVESTMENT OFFICER direct 2006-09-01 2007-03-29
EDMP, INC. CHIEF INVESTMENT OFFICER direct 2006-09-01 2015-03-10
CARNEVALE, JULIE, CYCENAS PRESIDENT 04/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
EDMP, INC. PRESIDENT direct 2008-04-01
EDMP INC EXECUTIVE VICE PRESIDENT direct 1992-12-01 2001-02-26
EDMP INC PRESIDENT direct 1992-12-01 2006-06-16
GREAT COMPANIES, INC. MANAGING DIRECTOR direct 2006-09-01 2008-03-29
EDMP, INC. MANAGING DIRECTOR/PRESIDENT direct 2008-04-01 2013-03-07
LOUDIN, TIMOTHY, W. SR VP 04/01/1998 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EDMP, INC. SR VP direct 1998-04-01
EDMP INC SR. VP OF INFORMATION TECHNOLOGY direct 1998-04-01 2004-09-02
EDMP INC SR VP/CCO/PORTFOLIO MANAGER direct 1998-04-01 2006-03-22
GREAT COMPANIES, INC. CHIEF COMPLIANCE OFFICER direct 1998-04-01 2007-03-29
EDMP, INC. CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGER direct 1998-04-01 2015-03-10
GERACI, LAUREN, NICOLE SHAREHOLDER 01/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EDMP, INC. SHAREHOLDER direct 2010-01-01

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