Palmer Knight Co
- SEC CIK
- 0001767735
- Latest filing
- Aug 10, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 2, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 31
- +4 vs. Q4 2022
- Portfolio value
- $157.4M
- +$45.4M (+40.6%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TRVTravelers Companies, Inc. | Stock | 39,813 | $6.82M | 4.3% | +2,000+5.3% | Added | History |
| MSFTMicrosoft Corp | Stock | 23,406 | $6.75M | 4.3% | +4,096+21.2% | Added | History |
| AAPLApple Inc. | Stock | 40,751 | $6.72M | 4.3% | +3,095+8.2% | Added | History |
| FISVFiserv Inc | Stock | 57,488 | $6.50M | 4.1% | +2,715+5.0% | Added | History |
| CTASCintas Corp | Stock | 13,995 | $6.48M | 4.1% | +694+5.2% | Added | History |
| FTNTFortinet, Inc. | Stock | 96,107 | $6.39M | 4.1% | +12,327+14.7% | Added | History |
| WMWaste Management Inc | Stock | 38,372 | $6.26M | 4.0% | +1,754+4.8% | Added | History |
| RJFRaymond James Financial Inc | COM | 60,607 | $5.65M | 3.6% | +2,666+4.6% | Added | History |
| ADBEAdobe Inc. | Stock | 14,496 | $5.59M | 3.5% | +2,722+23.1% | Added | History |
| APTVAptiv PLC | SHS | 49,605 | $5.57M | 3.5% | +12,234+32.7% | Added | History |
| PAYXPaychex Inc | Stock | 48,306 | $5.54M | 3.5% | +2,122+4.6% | Added | History |
| ZBRAZebra Technologies Corp | CL A | 17,110 | $5.44M | 3.5% | +6,869+67.1% | Added | History |
| FTVFortive Corp | Stock | 79,443 | $5.42M | 3.4% | +3,649+4.8% | Added | History |
| AMATApplied Materials Inc | Stock | 43,233 | $5.31M | 3.4% | +6,384+17.3% | Added | History |
| AVYAvery Dennison Corp | COM | 29,240 | $5.23M | 3.3% | +1,112+4.0% | Added | History |
| RVTYRevvity, Inc. | COM | 39,163 | $5.22M | 3.3% | +5,073+14.9% | Added | History |
| HONHoneywell International Inc | COM | 27,305 | $5.22M | 3.3% | +1,481+5.7% | Added | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 35,399 | $5.19M | 3.3% | +1,619+4.8% | Added | History |
| KRKroger Co | Stock | 100,935 | $4.98M | 3.2% | +100,935 | New | History |
| AMZNAmazon Com Inc | Stock | 47,365 | $4.89M | 3.1% | +47,365 | New | History |
| DHRDanaher Corp | Stock | 19,314 | $4.87M | 3.1% | +2,386+14.1% | Added | History |
| AAgilent Technologies, Inc. | COM | 34,730 | $4.80M | 3.1% | +1,552+4.7% | Added | History |
| TXNTexas Instruments Inc | Stock | 25,700 | $4.78M | 3.0% | +25,700 | New | History |
| VMCVulcan Materials CO | COM | 27,809 | $4.77M | 3.0% | +1,328+5.0% | Added | History |
| HDHome Depot, Inc. | Stock | 15,985 | $4.72M | 3.0% | +687+4.5% | Added | History |
| COFCapital One Financial Corp | Stock | 48,370 | $4.65M | 3.0% | +7,733+19.0% | Added | History |
| SBUXStarbucks Corp | Stock | 42,861 | $4.46M | 2.8% | +42,861 | New | History |
| DOWDow Inc. | Stock | 77,977 | $4.27M | 2.7% | +77,977 | New | History |
| JPMJPMorgan Chase & Co | Stock | 32,111 | $4.18M | 2.7% | +32,111 | New | History |
| MARMarriott International Inc | Stock | 2,296 | $381.2K | 0.2% | 00.0% | Unchanged | History |
| SRCLStericycle Inc | COM | 8,628 | $376.3K | 0.2% | 00.0% | Unchanged | History |
Sold out since Q4 2022 (2)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | ETF | 2,160 | $303.2K | 0.3% | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,004 | $214.0K | 0.2% | – |