Palmer Knight Co
- SEC CIK
- 0001767735
- Latest filing
- Aug 10, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 1, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 28
- +1 vs. Q2 2022
- Portfolio value
- $106.3M
- +$765.0K (+0.7%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WMWaste Management Inc | Stock | 36,629 | $5.87M | 5.5% | +2,071+6.0% | Added | History |
| TRVTravelers Companies, Inc. | Stock | 37,861 | $5.80M | 5.5% | +2,003+5.6% | Added | History |
| RJFRaymond James Financial Inc | COM | 58,050 | $5.74M | 5.4% | +3,234+5.9% | Added | History |
| AAPLApple Inc. | Stock | 37,668 | $5.21M | 4.9% | +2,074+5.8% | Added | History |
| PAYXPaychex Inc | Stock | 46,205 | $5.18M | 4.9% | +2,592+5.9% | Added | History |
| CTASCintas Corp | Stock | 13,301 | $5.16M | 4.9% | +819+6.6% | Added | History |
| FISVFiserv Inc | Stock | 54,799 | $5.13M | 4.8% | +3,329+6.5% | Added | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 33,841 | $4.88M | 4.6% | +2,085+6.6% | Added | History |
| AVYAvery Dennison Corp | COM | 28,190 | $4.59M | 4.3% | +1,830+6.9% | Added | History |
| MSFTMicrosoft Corp | Stock | 19,310 | $4.50M | 4.2% | +1,287+7.1% | Added | History |
| FTVFortive Corp | Stock | 75,794 | $4.42M | 4.2% | +5,912+8.5% | Added | History |
| DHRDanaher Corp | Stock | 16,928 | $4.37M | 4.1% | −40.0% | Reduced | History |
| HONHoneywell International Inc | COM | 25,824 | $4.31M | 4.1% | +1,920+8.0% | Added | History |
| HDHome Depot, Inc. | Stock | 15,298 | $4.22M | 4.0% | +1,110+7.8% | Added | History |
| VMCVulcan Materials CO | COM | 26,515 | $4.18M | 3.9% | +2,060+8.4% | Added | History |
| FTNTFortinet, Inc. | Stock | 84,225 | $4.14M | 3.9% | +5,625+7.2% | Added | History |
| RVTYRevvity, Inc. | COM | 34,104 | $4.10M | 3.9% | +2,378+7.5% | Added | History |
| AAgilent Technologies, Inc. | COM | 33,238 | $4.04M | 3.8% | +2,471+8.0% | Added | History |
| COFCapital One Financial Corp | Stock | 40,637 | $3.75M | 3.5% | +2,846+7.5% | Added | History |
| SKXSkechers USA Inc | CL A | 113,459 | $3.60M | 3.4% | −60−0.1% | Reduced | History |
| ADBEAdobe Inc. | Stock | 11,827 | $3.25M | 3.1% | +831+7.6% | Added | History |
| AMATApplied Materials Inc | Stock | 37,026 | $3.03M | 2.9% | +3,474+10.4% | Added | History |
| APTVAptiv PLC | SHS | 37,533 | $2.94M | 2.8% | +3,460+10.2% | Added | History |
| ZBRAZebra Technologies Corp | CL A | 10,241 | $2.68M | 2.5% | +1,073+11.7% | Added | History |
| SRCLStericycle Inc | COM | 8,628 | $363.0K | 0.3% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 2,296 | $322.0K | 0.3% | 00.0% | Unchanged | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,160 | $267.0K | 0.3% | +2,160 | New | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,004 | $215.0K | 0.2% | +1,004 | New | – |
Sold out since Q2 2022 (1)
Positions held at the end of Q2 2022 that are gone from this filing.