Palmer Knight Co
- SEC CIK
- 0001767735
- Latest filing
- Aug 10, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Oct 31, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 35
- 0 vs. Q2 2024
- Portfolio value
- $227.5M
- +$18.4M (+8.8%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 41,539 | $9.68M | 4.3% | −554−1.3% | Reduced | History |
| CTASCintas Corp | Stock | 45,780 | $9.43M | 4.1% | −400−0.9% | ReducedConverted for a 4-for-1 split | History |
| AMZNAmazon Com Inc | Stock | 49,731 | $9.27M | 4.1% | −553−1.1% | Reduced | History |
| ZBRAZebra Technologies Corp | CL A | 23,959 | $8.87M | 3.9% | −261−1.1% | Reduced | History |
| COFCapital One Financial Corp | Stock | 59,058 | $8.84M | 3.9% | −195−0.3% | Reduced | History |
| HDHome Depot, Inc. | Stock | 21,756 | $8.82M | 3.9% | −62−0.3% | Reduced | History |
| FISVFiserv Inc | Stock | 48,402 | $8.70M | 3.8% | −526−1.1% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 110,971 | $8.61M | 3.8% | −228−0.2% | Reduced | History |
| TRVTravelers Companies, Inc. | Stock | 36,451 | $8.53M | 3.8% | −316−0.9% | Reduced | History |
| PAYXPaychex Inc | Stock | 63,463 | $8.52M | 3.7% | +143+0.2% | Added | History |
| DHRDanaher Corp | Stock | 30,562 | $8.50M | 3.7% | −83−0.3% | Reduced | History |
| WMWaste Management Inc | Stock | 39,843 | $8.27M | 3.6% | −257−0.6% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 19,023 | $8.19M | 3.6% | −169−0.9% | Reduced | History |
| RJFRaymond James Financial Inc | COM | 64,457 | $7.89M | 3.5% | −238−0.4% | Reduced | History |
| AMATApplied Materials Inc | Stock | 37,872 | $7.65M | 3.4% | −450−1.2% | Reduced | History |
| HONHoneywell International Inc | COM | 36,407 | $7.53M | 3.3% | −21−0.1% | Reduced | History |
| SBUXStarbucks Corp | Stock | 75,850 | $7.39M | 3.3% | +224+0.3% | Added | History |
| ADBEAdobe Inc. | Stock | 14,276 | $7.39M | 3.2% | +39+0.3% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 33,609 | $7.09M | 3.1% | −525−1.5% | Reduced | History |
| AVYAvery Dennison Corp | COM | 30,692 | $6.78M | 3.0% | −225−0.7% | Reduced | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 30,768 | $6.62M | 2.9% | −132−0.4% | Reduced | History |
| VMCVulcan Materials CO | COM | 25,131 | $6.29M | 2.8% | −105−0.4% | Reduced | History |
| KRKroger Co | Stock | 106,287 | $6.09M | 2.7% | −1,341−1.2% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 22,143 | $6.01M | 2.6% | +22,143 | New | History |
| TXNTexas Instruments Inc | Stock | 28,049 | $5.79M | 2.5% | −234−0.8% | Reduced | History |
| FTVFortive Corp | Stock | 73,010 | $5.76M | 2.5% | +171+0.2% | Added | History |
| TTTrane Technologies plc | SHS | 14,745 | $5.73M | 2.5% | +73+0.5% | Added | History |
| ELVElevance Health, Inc. | Stock | 10,504 | $5.46M | 2.4% | +49+0.5% | Added | History |
| DOWDow Inc. | Stock | 85,089 | $4.65M | 2.0% | −391−0.5% | Reduced | History |
| APTVAptiv PLC | SHS | 52,133 | $3.75M | 1.7% | +297+0.6% | Added | History |
| NVDANVIDIA Corp | Stock | 26,791 | $3.25M | 1.4% | −2,809−9.5% | Reduced | History |
| VLTOVeralto Corp | Stock | 7,124 | $796.9K | 0.4% | +70+1.0% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 985 | $575.9K | 0.3% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 2,296 | $570.8K | 0.3% | 00.0% | Unchanged | History |
| LNGCheniere Energy, Inc. | COM NEW | 1,251 | $225.0K | 0.1% | +20+1.6% | Added | History |
Sold out since Q2 2024 (1)
Positions held at the end of Q2 2024 that are gone from this filing.