Palmer Knight Co
- SEC CIK
- 0001767735
- Latest filing
- Aug 10, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Oct 23, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 31
- 0 vs. Q2 2023
- Portfolio value
- $149.0M
- −$17.6M (−10.6%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 41,700 | $7.14M | 4.8% | −190.0% | Reduced | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 36,528 | $6.54M | 4.4% | +10.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 49,750 | $6.32M | 4.2% | +49+0.1% | Added | History |
| FTNTFortinet, Inc. | Stock | 107,388 | $6.30M | 4.2% | +9,254+9.4% | Added | History |
| RJFRaymond James Financial Inc | COM | 62,655 | $6.29M | 4.2% | −507−0.8% | Reduced | History |
| WMWaste Management Inc | Stock | 39,554 | $6.03M | 4.0% | +22+0.1% | Added | History |
| TRVTravelers Companies, Inc. | Stock | 36,405 | $5.95M | 4.0% | −4,804−11.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 18,827 | $5.94M | 4.0% | −5,184−21.6% | Reduced | History |
| PAYXPaychex Inc | Stock | 50,150 | $5.78M | 3.9% | +61+0.1% | Added | History |
| AVYAvery Dennison Corp | COM | 30,415 | $5.56M | 3.7% | +65+0.2% | Added | History |
| ZBRAZebra Technologies Corp | CL A | 23,425 | $5.54M | 3.7% | +5,687+32.1% | Added | History |
| ADBEAdobe Inc. | Stock | 10,796 | $5.50M | 3.7% | −4,150−27.8% | Reduced | History |
| CTASCintas Corp | Stock | 11,421 | $5.49M | 3.7% | −3,034−21.0% | Reduced | History |
| FISVFiserv Inc | Stock | 47,756 | $5.39M | 3.6% | −11,276−19.1% | Reduced | History |
| HONHoneywell International Inc | COM | 28,405 | $5.25M | 3.5% | +57+0.2% | Added | History |
| AMATApplied Materials Inc | Stock | 37,731 | $5.22M | 3.5% | −6,724−15.1% | Reduced | History |
| FTVFortive Corp | Stock | 70,375 | $5.22M | 3.5% | −11,852−14.4% | Reduced | History |
| APTVAptiv PLC | SHS | 51,539 | $5.08M | 3.4% | +111+0.2% | Added | History |
| HDHome Depot, Inc. | Stock | 16,603 | $5.02M | 3.4% | +26+0.2% | Added | History |
| DHRDanaher Corp | Stock | 20,148 | $5.00M | 3.4% | +48+0.2% | Added | History |
| VMCVulcan Materials CO | COM | 24,440 | $4.94M | 3.3% | −4,212−14.7% | Reduced | History |
| COFCapital One Financial Corp | Stock | 50,292 | $4.88M | 3.3% | +67+0.1% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 33,377 | $4.84M | 3.2% | +56+0.2% | Added | History |
| KRKroger Co | Stock | 104,554 | $4.68M | 3.1% | +179+0.2% | Added | History |
| TXNTexas Instruments Inc | Stock | 26,756 | $4.25M | 2.9% | +51+0.2% | Added | History |
| DOWDow Inc. | Stock | 81,299 | $4.19M | 2.8% | +187+0.2% | Added | History |
| SBUXStarbucks Corp | Stock | 44,552 | $4.07M | 2.7% | +97+0.2% | Added | History |
| NVDANVIDIA Corp | Stock | 2,918 | $1.27M | 0.9% | −942−24.4% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 963 | $485.5K | 0.3% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 2,296 | $451.3K | 0.3% | 00.0% | Unchanged | History |
| SRCLStericycle Inc | COM | 8,628 | $385.8K | 0.3% | 00.0% | Unchanged | History |