Palmer Knight Co
- SEC CIK
- 0001767735
- Latest filing
- Aug 10, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 5, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 32
- +1 vs. Q3 2023
- Portfolio value
- $165.6M
- +$16.6M (+11.1%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 41,688 | $8.03M | 4.8% | −120.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 49,669 | $7.55M | 4.6% | −81−0.2% | Reduced | History |
| WMWaste Management Inc | Stock | 39,466 | $7.07M | 4.3% | −88−0.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 18,795 | $7.07M | 4.3% | −32−0.2% | Reduced | History |
| RJFRaymond James Financial Inc | COM | 62,508 | $6.97M | 4.2% | −147−0.2% | Reduced | History |
| TRVTravelers Companies, Inc. | Stock | 36,298 | $6.91M | 4.2% | −107−0.3% | Reduced | History |
| CTASCintas Corp | Stock | 11,396 | $6.87M | 4.1% | −25−0.2% | Reduced | History |
| COFCapital One Financial Corp | Stock | 50,174 | $6.58M | 4.0% | −118−0.2% | Reduced | History |
| ADBEAdobe Inc. | Stock | 10,778 | $6.43M | 3.9% | −18−0.2% | Reduced | History |
| ZBRAZebra Technologies Corp | CL A | 23,392 | $6.39M | 3.9% | −33−0.1% | Reduced | History |
| FISVFiserv Inc | Stock | 47,690 | $6.34M | 3.8% | −66−0.1% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 107,135 | $6.27M | 3.8% | −253−0.2% | Reduced | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 29,949 | $6.16M | 3.7% | −6,579−18.0% | Reduced | History |
| AVYAvery Dennison Corp | COM | 30,316 | $6.13M | 3.7% | −99−0.3% | Reduced | History |
| AMATApplied Materials Inc | Stock | 37,600 | $6.09M | 3.7% | −131−0.3% | Reduced | History |
| PAYXPaychex Inc | Stock | 50,068 | $5.96M | 3.6% | −82−0.2% | Reduced | History |
| HONHoneywell International Inc | COM | 28,372 | $5.95M | 3.6% | −33−0.1% | Reduced | History |
| HDHome Depot, Inc. | Stock | 16,576 | $5.74M | 3.5% | −27−0.2% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 33,329 | $5.67M | 3.4% | −48−0.1% | Reduced | History |
| VMCVulcan Materials CO | COM | 24,347 | $5.53M | 3.3% | −93−0.4% | Reduced | History |
| FTVFortive Corp | Stock | 70,285 | $5.18M | 3.1% | −90−0.1% | Reduced | History |
| KRKroger Co | Stock | 104,421 | $4.77M | 2.9% | −133−0.1% | Reduced | History |
| DHRDanaher Corp | Stock | 20,129 | $4.66M | 2.8% | −19−0.1% | Reduced | History |
| APTVAptiv PLC | SHS | 51,473 | $4.62M | 2.8% | −66−0.1% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 26,726 | $4.56M | 2.8% | −30−0.1% | Reduced | History |
| DOWDow Inc. | Stock | 81,205 | $4.45M | 2.7% | −94−0.1% | Reduced | History |
| SBUXStarbucks Corp | Stock | 44,494 | $4.27M | 2.6% | −58−0.1% | Reduced | History |
| NVDANVIDIA Corp | Stock | 2,932 | $1.45M | 0.9% | +14+0.5% | Added | History |
| VLTOVeralto Corp | Stock | 6,631 | $545.5K | 0.3% | +6,631 | New | History |
| UNHUnitedHealth Group Inc | Stock | 997 | $524.9K | 0.3% | +34+3.5% | Added | History |
| MARMarriott International Inc | Stock | 2,296 | $517.8K | 0.3% | 00.0% | Unchanged | History |
| SRCLStericycle Inc | COM | 7,628 | $378.0K | 0.2% | −1,000−11.6% | Reduced | History |