Palmer Knight Co
- SEC CIK
- 0001767735
- Latest filing
- Aug 10, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Apr 29, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 33
- +1 vs. Q4 2023
- Portfolio value
- $205.4M
- +$39.7M (+24.0%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 50,465 | $9.10M | 4.4% | +796+1.6% | Added | History |
| COFCapital One Financial Corp | Stock | 59,043 | $8.79M | 4.3% | +8,869+17.7% | Added | History |
| WMWaste Management Inc | Stock | 40,271 | $8.58M | 4.2% | +805+2.0% | Added | History |
| TRVTravelers Companies, Inc. | Stock | 36,707 | $8.45M | 4.1% | +409+1.1% | Added | History |
| HDHome Depot, Inc. | Stock | 21,697 | $8.32M | 4.1% | +5,121+30.9% | Added | History |
| RJFRaymond James Financial Inc | COM | 64,593 | $8.30M | 4.0% | +2,085+3.3% | Added | History |
| MSFTMicrosoft Corp | Stock | 19,209 | $8.08M | 3.9% | +414+2.2% | Added | History |
| CTASCintas Corp | Stock | 11,586 | $7.96M | 3.9% | +190+1.7% | Added | History |
| AMATApplied Materials Inc | Stock | 38,437 | $7.93M | 3.9% | +837+2.2% | Added | History |
| FISVFiserv Inc | Stock | 48,848 | $7.81M | 3.8% | +1,158+2.4% | Added | History |
| PAYXPaychex Inc | Stock | 62,920 | $7.73M | 3.8% | +12,852+25.7% | Added | History |
| DHRDanaher Corp | Stock | 30,537 | $7.63M | 3.7% | +10,408+51.7% | Added | History |
| FTNTFortinet, Inc. | Stock | 110,020 | $7.52M | 3.7% | +2,885+2.7% | Added | History |
| HONHoneywell International Inc | COM | 36,351 | $7.46M | 3.6% | +7,979+28.1% | Added | History |
| ZBRAZebra Technologies Corp | CL A | 24,131 | $7.27M | 3.5% | +739+3.2% | Added | History |
| AAPLApple Inc. | Stock | 42,124 | $7.22M | 3.5% | +436+1.0% | Added | History |
| ADBEAdobe Inc. | Stock | 14,064 | $7.10M | 3.5% | +3,286+30.5% | Added | History |
| AVYAvery Dennison Corp | COM | 31,028 | $6.93M | 3.4% | +712+2.3% | Added | History |
| VMCVulcan Materials CO | COM | 25,113 | $6.85M | 3.3% | +766+3.1% | Added | History |
| SBUXStarbucks Corp | Stock | 74,728 | $6.83M | 3.3% | +30,234+68.0% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 34,064 | $6.82M | 3.3% | +735+2.2% | Added | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 30,721 | $6.29M | 3.1% | +772+2.6% | Added | History |
| FTVFortive Corp | Stock | 72,130 | $6.20M | 3.0% | +1,845+2.6% | Added | History |
| KRKroger Co | Stock | 107,121 | $6.12M | 3.0% | +2,700+2.6% | Added | History |
| ELVElevance Health, Inc. | Stock | 10,367 | $5.38M | 2.6% | +10,367 | New | History |
| DOWDow Inc. | Stock | 84,894 | $4.92M | 2.4% | +3,689+4.5% | Added | History |
| TXNTexas Instruments Inc | Stock | 28,028 | $4.88M | 2.4% | +1,302+4.9% | Added | History |
| APTVAptiv PLC | SHS | 51,832 | $4.13M | 2.0% | +359+0.7% | Added | History |
| NVDANVIDIA Corp | Stock | 2,960 | $2.67M | 1.3% | +28+1.0% | Added | History |
| VLTOVeralto Corp | Stock | 7,035 | $623.7K | 0.3% | +404+6.1% | Added | History |
| MARMarriott International Inc | Stock | 2,296 | $579.3K | 0.3% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 985 | $487.3K | 0.2% | −12−1.2% | Reduced | History |
| SRCLStericycle Inc | COM | 7,628 | $402.4K | 0.2% | 00.0% | Unchanged | History |