Palmer Knight Co
- SEC CIK
- 0001767735
- Latest filing
- Aug 10, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Jul 31, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 31
- 0 vs. Q1 2023
- Portfolio value
- $166.6M
- +$9.20M (+5.8%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 24,011 | $8.18M | 4.9% | +605+2.6% | Added | History |
| AAPLApple Inc. | Stock | 41,719 | $8.09M | 4.9% | +968+2.4% | Added | History |
| FISVFiserv Inc | Stock | 59,032 | $7.45M | 4.5% | +1,544+2.7% | Added | History |
| FTNTFortinet, Inc. | Stock | 98,134 | $7.42M | 4.5% | +2,027+2.1% | Added | History |
| ADBEAdobe Inc. | Stock | 14,946 | $7.31M | 4.4% | +450+3.1% | Added | History |
| CTASCintas Corp | Stock | 14,455 | $7.19M | 4.3% | +460+3.3% | Added | History |
| TRVTravelers Companies, Inc. | Stock | 41,209 | $7.16M | 4.3% | +1,396+3.5% | Added | History |
| WMWaste Management Inc | Stock | 39,532 | $6.86M | 4.1% | +1,160+3.0% | Added | History |
| RJFRaymond James Financial Inc | COM | 63,162 | $6.55M | 3.9% | +2,555+4.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 49,701 | $6.48M | 3.9% | +2,336+4.9% | Added | History |
| VMCVulcan Materials CO | COM | 28,652 | $6.46M | 3.9% | +843+3.0% | Added | History |
| AMATApplied Materials Inc | Stock | 44,455 | $6.43M | 3.9% | +1,222+2.8% | Added | History |
| FTVFortive Corp | Stock | 82,227 | $6.15M | 3.7% | +2,784+3.5% | Added | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 36,527 | $6.05M | 3.6% | +1,128+3.2% | Added | History |
| HONHoneywell International Inc | COM | 28,348 | $5.88M | 3.5% | +1,043+3.8% | Added | History |
| PAYXPaychex Inc | Stock | 50,089 | $5.60M | 3.4% | +1,783+3.7% | Added | History |
| COFCapital One Financial Corp | Stock | 50,225 | $5.49M | 3.3% | +1,855+3.8% | Added | History |
| APTVAptiv PLC | SHS | 51,428 | $5.25M | 3.2% | +1,823+3.7% | Added | History |
| ZBRAZebra Technologies Corp | CL A | 17,738 | $5.25M | 3.1% | +628+3.7% | Added | History |
| AVYAvery Dennison Corp | COM | 30,350 | $5.21M | 3.1% | +1,110+3.8% | Added | History |
| HDHome Depot, Inc. | Stock | 16,577 | $5.15M | 3.1% | +592+3.7% | Added | History |
| KRKroger Co | Stock | 104,375 | $4.91M | 2.9% | +3,440+3.4% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 33,321 | $4.85M | 2.9% | +1,210+3.8% | Added | History |
| DHRDanaher Corp | Stock | 20,100 | $4.82M | 2.9% | +786+4.1% | Added | History |
| TXNTexas Instruments Inc | Stock | 26,705 | $4.81M | 2.9% | +1,005+3.9% | Added | History |
| SBUXStarbucks Corp | Stock | 44,455 | $4.40M | 2.6% | +1,594+3.7% | Added | History |
| DOWDow Inc. | Stock | 81,112 | $4.32M | 2.6% | +3,135+4.0% | Added | History |
| NVDANVIDIA Corp | Stock | 3,860 | $1.63M | 1.0% | +3,860 | New | History |
| UNHUnitedHealth Group Inc | Stock | 963 | $462.9K | 0.3% | +963 | New | History |
| MARMarriott International Inc | Stock | 2,296 | $421.8K | 0.3% | 00.0% | Unchanged | History |
| SRCLStericycle Inc | COM | 8,628 | $400.7K | 0.2% | 00.0% | Unchanged | History |
Sold out since Q1 2023 (2)
Positions held at the end of Q1 2023 that are gone from this filing.