Palmer Knight Co
- SEC CIK
- 0001767735
- Latest filing
- Aug 10, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Jul 20, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 27
- −1 vs. Q1 2021
- Portfolio value
- $182.2M
- +$8.23M (+4.7%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| COFCapital One Financial Corp | Stock | 64,037 | $9.91M | 5.4% | −582−0.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 32,094 | $8.69M | 4.8% | −175−0.5% | Reduced | History |
| ADBEAdobe Inc. | Stock | 14,282 | $8.36M | 4.6% | −127−0.9% | Reduced | History |
| HDHome Depot, Inc. | Stock | 25,657 | $8.18M | 4.5% | −270−1.0% | Reduced | History |
| PAYXPaychex Inc | Stock | 75,993 | $8.15M | 4.5% | −545−0.7% | Reduced | History |
| RVTYRevvity, Inc. | COM | 52,742 | $8.14M | 4.5% | +7,535+16.7% | Added | History |
| WMWaste Management Inc | Stock | 57,786 | $8.10M | 4.4% | −532−0.9% | Reduced | History |
| APTVAptiv PLC | SHS | 50,606 | $7.96M | 4.4% | −339−0.7% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 51,685 | $7.64M | 4.2% | −690−1.3% | Reduced | History |
| AAPLApple Inc. | Stock | 55,599 | $7.62M | 4.2% | +94+0.2% | Added | History |
| ZBRAZebra Technologies Corp | CL A | 14,325 | $7.58M | 4.2% | −172−1.2% | Reduced | History |
| TRVTravelers Companies, Inc. | Stock | 50,358 | $7.54M | 4.1% | −399−0.8% | Reduced | History |
| DHRDanaher Corp | Stock | 27,684 | $7.43M | 4.1% | −285−1.0% | Reduced | History |
| AVYAvery Dennison Corp | COM | 34,854 | $7.33M | 4.0% | −8,882−20.3% | Reduced | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 44,858 | $7.25M | 4.0% | −333−0.7% | Reduced | History |
| RJFRaymond James Financial Inc | COM | 54,356 | $7.06M | 3.9% | −16,554−23.3% | Reduced | History |
| SKXSkechers USA Inc | CL A | 137,410 | $6.85M | 3.8% | −52,886−27.8% | Reduced | History |
| VMCVulcan Materials CO | COM | 38,706 | $6.74M | 3.7% | −499−1.3% | Reduced | History |
| CTASCintas Corp | Stock | 17,570 | $6.71M | 3.7% | −223−1.3% | Reduced | History |
| FISVFiserv Inc | Stock | 60,245 | $6.44M | 3.5% | −396−0.7% | Reduced | History |
| HONHoneywell International Inc | COM | 29,293 | $6.42M | 3.5% | −363−1.2% | Reduced | History |
| FTVFortive Corp | Stock | 89,576 | $6.25M | 3.4% | −1,116−1.2% | Reduced | History |
| DISWalt Disney Co | Stock | 34,621 | $6.08M | 3.3% | −401−1.1% | Reduced | History |
| GPNGlobal Payments Inc | Stock | 29,855 | $5.60M | 3.1% | −415−1.4% | Reduced | History |
| VNTVontier Corp | Stock | 98,113 | $3.20M | 1.8% | −920−0.9% | Reduced | History |
| SRCLStericycle Inc | COM | 8,628 | $617.0K | 0.3% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 2,296 | $313.0K | 0.2% | 00.0% | Unchanged | History |
Sold out since Q1 2021 (1)
Positions held at the end of Q1 2021 that are gone from this filing.