Palmer Knight Co
- SEC CIK
- 0001767735
- Latest filing
- Aug 10, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 2, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 27
- 0 vs. Q1 2022
- Portfolio value
- $105.5M
- −$21.1M (−16.7%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TRVTravelers Companies, Inc. | Stock | 35,858 | $6.07M | 5.7% | −282−0.8% | Reduced | History |
| WMWaste Management Inc | Stock | 34,558 | $5.29M | 5.0% | −213−0.6% | Reduced | History |
| PAYXPaychex Inc | Stock | 43,613 | $4.97M | 4.7% | −241−0.5% | Reduced | History |
| RJFRaymond James Financial Inc | COM | 54,816 | $4.90M | 4.6% | −493−0.9% | Reduced | History |
| AAPLApple Inc. | Stock | 35,594 | $4.87M | 4.6% | −298−0.8% | Reduced | History |
| CTASCintas Corp | Stock | 12,482 | $4.66M | 4.4% | −119−0.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 18,023 | $4.63M | 4.4% | −93−0.5% | Reduced | History |
| FISVFiserv Inc | Stock | 51,470 | $4.58M | 4.3% | −312−0.6% | Reduced | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 31,756 | $4.53M | 4.3% | −279−0.9% | Reduced | History |
| RVTYRevvity, Inc. | COM | 31,726 | $4.51M | 4.3% | −329−1.0% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 78,600 | $4.45M | 4.2% | −765−1.0% | ReducedConverted for a 5-for-1 split | History |
| DHRDanaher Corp | Stock | 16,932 | $4.29M | 4.1% | −133−0.8% | Reduced | History |
| AVYAvery Dennison Corp | COM | 26,360 | $4.27M | 4.0% | −275−1.0% | Reduced | History |
| HONHoneywell International Inc | COM | 23,904 | $4.16M | 3.9% | −232−1.0% | Reduced | History |
| SKXSkechers USA Inc | CL A | 113,519 | $4.04M | 3.8% | −569−0.5% | Reduced | History |
| ADBEAdobe Inc. | Stock | 10,996 | $4.03M | 3.8% | −67−0.6% | Reduced | History |
| COFCapital One Financial Corp | Stock | 37,791 | $3.94M | 3.7% | −222−0.6% | Reduced | History |
| HDHome Depot, Inc. | Stock | 14,188 | $3.89M | 3.7% | −74−0.5% | Reduced | History |
| FTVFortive Corp | Stock | 69,882 | $3.80M | 3.6% | −627−0.9% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 30,767 | $3.65M | 3.5% | −274−0.9% | Reduced | History |
| VMCVulcan Materials CO | COM | 24,455 | $3.48M | 3.3% | −216−0.9% | Reduced | History |
| AMATApplied Materials Inc | Stock | 33,552 | $3.05M | 2.9% | −262−0.8% | Reduced | History |
| DISWalt Disney Co | Stock | 32,277 | $3.05M | 2.9% | −335−1.0% | Reduced | History |
| APTVAptiv PLC | SHS | 34,073 | $3.04M | 2.9% | −141−0.4% | Reduced | History |
| ZBRAZebra Technologies Corp | CL A | 9,168 | $2.69M | 2.6% | −80−0.9% | Reduced | History |
| SRCLStericycle Inc | COM | 8,628 | $378.0K | 0.4% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 2,296 | $312.0K | 0.3% | 00.0% | Unchanged | History |