Palmer Knight Co
- SEC CIK
- 0001767735
- Latest filing
- Aug 10, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Oct 22, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 28
- +1 vs. Q2 2021
- Portfolio value
- $191.8M
- +$9.66M (+5.3%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| COFCapital One Financial Corp | Stock | 64,279 | $10.4M | 5.4% | +242+0.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 32,236 | $9.09M | 4.7% | +142+0.4% | Added | History |
| RVTYRevvity, Inc. | COM | 52,168 | $9.04M | 4.7% | −574−1.1% | Reduced | History |
| WMWaste Management Inc | Stock | 58,732 | $8.77M | 4.6% | +946+1.6% | Added | History |
| PAYXPaychex Inc | Stock | 77,258 | $8.69M | 4.5% | +1,265+1.7% | Added | History |
| DHRDanaher Corp | Stock | 27,786 | $8.46M | 4.4% | +102+0.4% | Added | History |
| HDHome Depot, Inc. | Stock | 25,752 | $8.45M | 4.4% | +95+0.4% | Added | History |
| ADBEAdobe Inc. | Stock | 14,376 | $8.28M | 4.3% | +94+0.7% | Added | History |
| AAgilent Technologies, Inc. | COM | 51,512 | $8.12M | 4.2% | −173−0.3% | Reduced | History |
| AAPLApple Inc. | Stock | 57,055 | $8.07M | 4.2% | +1,456+2.6% | Added | History |
| TRVTravelers Companies, Inc. | Stock | 52,598 | $8.00M | 4.2% | +2,240+4.4% | Added | History |
| RJFRaymond James Financial Inc | COM | 84,824 | $7.83M | 4.1% | +30,468+56.1% | Added | History |
| APTVAptiv PLC | SHS | 52,194 | $7.78M | 4.1% | +1,588+3.1% | Added | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 46,421 | $7.74M | 4.0% | +1,563+3.5% | Added | History |
| ZBRAZebra Technologies Corp | CL A | 14,773 | $7.61M | 4.0% | +448+3.1% | Added | History |
| CTASCintas Corp | Stock | 19,551 | $7.44M | 3.9% | +1,981+11.3% | Added | History |
| AVYAvery Dennison Corp | COM | 35,887 | $7.44M | 3.9% | +1,033+3.0% | Added | History |
| FISVFiserv Inc | Stock | 64,412 | $6.99M | 3.6% | +4,167+6.9% | Added | History |
| GPNGlobal Payments Inc | Stock | 43,373 | $6.83M | 3.6% | +13,518+45.3% | Added | History |
| VMCVulcan Materials CO | COM | 40,339 | $6.82M | 3.6% | +1,633+4.2% | Added | History |
| FTVFortive Corp | Stock | 94,132 | $6.64M | 3.5% | +4,556+5.1% | Added | History |
| HONHoneywell International Inc | COM | 30,630 | $6.50M | 3.4% | +1,337+4.6% | Added | History |
| DISWalt Disney Co | Stock | 36,944 | $6.25M | 3.3% | +2,323+6.7% | Added | History |
| SKXSkechers USA Inc | CL A | 138,621 | $5.84M | 3.0% | +1,211+0.9% | Added | History |
| AMATApplied Materials Inc | Stock | 28,064 | $3.61M | 1.9% | +28,064 | New | History |
| SRCLStericycle Inc | COM | 8,628 | $586.0K | 0.3% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 2,296 | $340.0K | 0.2% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 4,734 | $201.0K | 0.1% | +4,734 | New | History |
Sold out since Q2 2021 (1)
Positions held at the end of Q2 2021 that are gone from this filing.