Palmer Knight Co
- SEC CIK
- 0001767735
- Latest filing
- Aug 10, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 23, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 33
- −2 vs. Q3 2024
- Portfolio value
- $223.2M
- −$4.32M (−1.9%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 49,939 | $11.0M | 4.9% | +208+0.4% | Added | History |
| AAPLApple Inc. | Stock | 41,548 | $10.4M | 4.7% | +90.0% | Added | History |
| FISVFiserv Inc | Stock | 48,495 | $9.96M | 4.5% | +93+0.2% | Added | History |
| DHRDanaher Corp | Stock | 41,836 | $9.60M | 4.3% | +11,274+36.9% | Added | History |
| FTNTFortinet, Inc. | Stock | 95,092 | $8.98M | 4.0% | −15,879−14.3% | Reduced | History |
| PAYXPaychex Inc | Stock | 63,711 | $8.93M | 4.0% | +248+0.4% | Added | History |
| RJFRaymond James Financial Inc | COM | 57,323 | $8.90M | 4.0% | −7,134−11.1% | Reduced | History |
| COFCapital One Financial Corp | Stock | 49,272 | $8.79M | 3.9% | −9,786−16.6% | Reduced | History |
| TRVTravelers Companies, Inc. | Stock | 36,449 | $8.78M | 3.9% | −20.0% | Reduced | History |
| HDHome Depot, Inc. | Stock | 21,918 | $8.53M | 3.8% | +162+0.7% | Added | History |
| LULUlululemon athletica inc. | Stock | 22,169 | $8.48M | 3.8% | +26+0.1% | Added | History |
| CTASCintas Corp | Stock | 45,957 | $8.40M | 3.8% | +177+0.4% | Added | History |
| ZBRAZebra Technologies Corp | CL A | 21,606 | $8.34M | 3.7% | −2,353−9.8% | Reduced | History |
| HONHoneywell International Inc | COM | 36,771 | $8.31M | 3.7% | +364+1.0% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 33,736 | $8.09M | 3.6% | +127+0.4% | Added | History |
| WMWaste Management Inc | Stock | 40,008 | $8.07M | 3.6% | +165+0.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 19,032 | $8.02M | 3.6% | +90.0% | Added | History |
| SBUXStarbucks Corp | Stock | 76,860 | $7.01M | 3.1% | +1,010+1.3% | Added | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 30,925 | $6.99M | 3.1% | +157+0.5% | Added | History |
| KRKroger Co | Stock | 107,295 | $6.56M | 2.9% | +1,008+0.9% | Added | History |
| VMCVulcan Materials CO | COM | 25,352 | $6.52M | 2.9% | +221+0.9% | Added | History |
| ADBEAdobe Inc. | Stock | 14,463 | $6.43M | 2.9% | +187+1.3% | Added | History |
| AMATApplied Materials Inc | Stock | 38,111 | $6.20M | 2.8% | +239+0.6% | Added | History |
| AVYAvery Dennison Corp | COM | 31,112 | $5.82M | 2.6% | +420+1.4% | Added | History |
| FTVFortive Corp | Stock | 74,077 | $5.56M | 2.5% | +1,067+1.5% | Added | History |
| TTTrane Technologies plc | SHS | 14,848 | $5.48M | 2.5% | +103+0.7% | Added | History |
| TXNTexas Instruments Inc | Stock | 28,389 | $5.32M | 2.4% | +340+1.2% | Added | History |
| ELVElevance Health, Inc. | Stock | 10,717 | $3.95M | 1.8% | +213+2.0% | Added | History |
| NVDANVIDIA Corp | Stock | 26,773 | $3.60M | 1.6% | −18−0.1% | Reduced | History |
| VLTOVeralto Corp | Stock | 7,659 | $780.1K | 0.3% | +535+7.5% | Added | History |
| MARMarriott International Inc | Stock | 2,296 | $640.4K | 0.3% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 985 | $498.3K | 0.2% | 00.0% | Unchanged | History |
| LNGCheniere Energy, Inc. | COM NEW | 1,251 | $268.8K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.