Palmer Knight Co
- SEC CIK
- 0001767735
- Latest filing
- Aug 10, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 24, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 27
- −1 vs. Q3 2022
- Portfolio value
- $112.0M
- +$5.72M (+5.4%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TRVTravelers Companies, Inc. | Stock | 37,813 | $7.09M | 6.3% | −48−0.1% | Reduced | History |
| RJFRaymond James Financial Inc | COM | 57,941 | $6.19M | 5.5% | −109−0.2% | Reduced | History |
| CTASCintas Corp | Stock | 13,301 | $6.01M | 5.4% | 00.0% | Unchanged | History |
| WMWaste Management Inc | Stock | 36,618 | $5.74M | 5.1% | −110.0% | Reduced | History |
| FISVFiserv Inc | Stock | 54,773 | $5.54M | 4.9% | −260.0% | Reduced | History |
| HONHoneywell International Inc | COM | 25,824 | $5.53M | 4.9% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 46,184 | $5.34M | 4.8% | −210.0% | Reduced | History |
| AVYAvery Dennison Corp | COM | 28,128 | $5.09M | 4.5% | −62−0.2% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 33,178 | $4.97M | 4.4% | −60−0.2% | Reduced | History |
| AAPLApple Inc. | Stock | 37,656 | $4.89M | 4.4% | −120.0% | Reduced | History |
| FTVFortive Corp | Stock | 75,794 | $4.87M | 4.3% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 15,298 | $4.83M | 4.3% | 00.0% | Unchanged | History |
| RVTYRevvity, Inc. | COM | 34,090 | $4.78M | 4.3% | −140.0% | Reduced | History |
| VMCVulcan Materials CO | COM | 26,481 | $4.64M | 4.1% | −34−0.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 19,310 | $4.63M | 4.1% | 00.0% | Unchanged | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 33,780 | $4.53M | 4.0% | −61−0.2% | Reduced | History |
| DHRDanaher Corp | Stock | 16,928 | $4.49M | 4.0% | 00.0% | Unchanged | History |
| FTNTFortinet, Inc. | Stock | 83,780 | $4.10M | 3.7% | −445−0.5% | Reduced | History |
| ADBEAdobe Inc. | Stock | 11,774 | $3.96M | 3.5% | −53−0.4% | Reduced | History |
| COFCapital One Financial Corp | Stock | 40,637 | $3.78M | 3.4% | 00.0% | Unchanged | History |
| AMATApplied Materials Inc | Stock | 36,849 | $3.59M | 3.2% | −177−0.5% | Reduced | History |
| APTVAptiv PLC | SHS | 37,371 | $3.48M | 3.1% | −162−0.4% | Reduced | History |
| ZBRAZebra Technologies Corp | CL A | 10,241 | $2.63M | 2.3% | 00.0% | Unchanged | History |
| SRCLStericycle Inc | COM | 8,628 | $430.5K | 0.4% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 2,296 | $341.9K | 0.3% | 00.0% | Unchanged | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,160 | $303.2K | 0.3% | 00.0% | Unchanged | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,004 | $214.0K | 0.2% | 00.0% | Unchanged | – |
Sold out since Q3 2022 (1)
Positions held at the end of Q3 2022 that are gone from this filing.