Palmer Knight Co
- SEC CIK
- 0001767735
- Latest filing
- Aug 10, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 5, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 35
- +2 vs. Q1 2024
- Portfolio value
- $209.1M
- +$3.70M (+1.8%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 50,284 | $9.72M | 4.6% | −181−0.4% | Reduced | History |
| AMATApplied Materials Inc | Stock | 38,322 | $9.04M | 4.3% | −115−0.3% | Reduced | History |
| AAPLApple Inc. | Stock | 42,093 | $8.87M | 4.2% | −31−0.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 19,192 | $8.58M | 4.1% | −17−0.1% | Reduced | History |
| WMWaste Management Inc | Stock | 40,100 | $8.55M | 4.1% | −171−0.4% | Reduced | History |
| COFCapital One Financial Corp | Stock | 59,253 | $8.20M | 3.9% | +210+0.4% | Added | History |
| CTASCintas Corp | Stock | 11,545 | $8.08M | 3.9% | −41−0.4% | Reduced | History |
| RJFRaymond James Financial Inc | COM | 64,695 | $8.00M | 3.8% | +102+0.2% | Added | History |
| ADBEAdobe Inc. | Stock | 14,237 | $7.91M | 3.8% | +173+1.2% | Added | History |
| HONHoneywell International Inc | COM | 36,428 | $7.78M | 3.7% | +77+0.2% | Added | History |
| DHRDanaher Corp | Stock | 30,645 | $7.66M | 3.7% | +108+0.4% | Added | History |
| HDHome Depot, Inc. | Stock | 21,818 | $7.51M | 3.6% | +121+0.6% | Added | History |
| PAYXPaychex Inc | Stock | 63,320 | $7.51M | 3.6% | +400+0.6% | Added | History |
| ZBRAZebra Technologies Corp | CL A | 24,220 | $7.48M | 3.6% | +89+0.4% | Added | History |
| TRVTravelers Companies, Inc. | Stock | 36,767 | $7.48M | 3.6% | +60+0.2% | Added | History |
| FISVFiserv Inc | Stock | 48,928 | $7.29M | 3.5% | +80+0.2% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 34,134 | $6.90M | 3.3% | +70+0.2% | Added | History |
| AVYAvery Dennison Corp | COM | 30,917 | $6.76M | 3.2% | −111−0.4% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 111,199 | $6.70M | 3.2% | +1,179+1.1% | Added | History |
| VMCVulcan Materials CO | COM | 25,236 | $6.28M | 3.0% | +123+0.5% | Added | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 30,900 | $6.09M | 2.9% | +179+0.6% | Added | History |
| SBUXStarbucks Corp | Stock | 75,626 | $5.89M | 2.8% | +898+1.2% | Added | History |
| ELVElevance Health, Inc. | Stock | 10,455 | $5.67M | 2.7% | +88+0.8% | Added | History |
| TXNTexas Instruments Inc | Stock | 28,283 | $5.50M | 2.6% | +255+0.9% | Added | History |
| FTVFortive Corp | Stock | 72,839 | $5.40M | 2.6% | +709+1.0% | Added | History |
| KRKroger Co | Stock | 107,628 | $5.37M | 2.6% | +507+0.5% | Added | History |
| TTTrane Technologies plc | SHS | 14,672 | $4.83M | 2.3% | +14,672 | New | History |
| DOWDow Inc. | Stock | 85,480 | $4.53M | 2.2% | +586+0.7% | Added | History |
| NVDANVIDIA Corp | Stock | 29,600 | $3.66M | 1.7% | 00.0% | UnchangedConverted for a 10-for-1 split | History |
| APTVAptiv PLC | SHS | 51,836 | $3.65M | 1.7% | +40.0% | Added | History |
| VLTOVeralto Corp | Stock | 7,054 | $673.4K | 0.3% | +19+0.3% | Added | History |
| MARMarriott International Inc | Stock | 2,296 | $555.1K | 0.3% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 985 | $501.6K | 0.2% | 00.0% | Unchanged | History |
| SRCLStericycle Inc | COM | 4,095 | $238.0K | 0.1% | −3,533−46.3% | Reduced | History |
| LNGCheniere Energy, Inc. | COM NEW | 1,231 | $215.2K | 0.1% | +1,231 | New | History |