Palmer Knight Co
- SEC CIK
- 0001767735
- Latest filing
- Aug 10, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 6, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 33
- 0 vs. Q4 2024
- Portfolio value
- $205.8M
- −$17.4M (−7.8%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FISVFiserv Inc | Stock | 47,741 | $10.5M | 5.1% | −754−1.6% | Reduced | History |
| PAYXPaychex Inc | Stock | 62,701 | $9.67M | 4.7% | −1,010−1.6% | Reduced | History |
| TRVTravelers Companies, Inc. | Stock | 35,785 | $9.46M | 4.6% | −664−1.8% | Reduced | History |
| CTASCintas Corp | Stock | 45,214 | $9.29M | 4.5% | −743−1.6% | Reduced | History |
| WMWaste Management Inc | Stock | 39,358 | $9.11M | 4.4% | −650−1.6% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 93,632 | $9.01M | 4.4% | −1,460−1.5% | Reduced | History |
| COFCapital One Financial Corp | Stock | 48,445 | $8.69M | 4.2% | −827−1.7% | Reduced | History |
| DHRDanaher Corp | Stock | 41,103 | $8.43M | 4.1% | −733−1.8% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 33,208 | $8.15M | 4.0% | −528−1.6% | Reduced | History |
| HDHome Depot, Inc. | Stock | 21,611 | $7.92M | 3.8% | −307−1.4% | Reduced | History |
| RJFRaymond James Financial Inc | COM | 56,405 | $7.84M | 3.8% | −918−1.6% | Reduced | History |
| HONHoneywell International Inc | COM | 36,175 | $7.66M | 3.7% | −596−1.6% | Reduced | History |
| SBUXStarbucks Corp | Stock | 75,579 | $7.41M | 3.6% | −1,281−1.7% | Reduced | History |
| AAPLApple Inc. | Stock | 33,255 | $7.39M | 3.6% | −8,293−20.0% | Reduced | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 30,415 | $7.37M | 3.6% | −510−1.6% | Reduced | History |
| KRKroger Co | Stock | 105,311 | $7.13M | 3.5% | −1,984−1.8% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 37,075 | $7.05M | 3.4% | −12,864−25.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 18,773 | $7.05M | 3.4% | −259−1.4% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 21,874 | $6.19M | 3.0% | −295−1.3% | Reduced | History |
| VMCVulcan Materials CO | COM | 24,931 | $5.82M | 2.8% | −421−1.7% | Reduced | History |
| ADBEAdobe Inc. | Stock | 14,256 | $5.47M | 2.7% | −207−1.4% | Reduced | History |
| AVYAvery Dennison Corp | COM | 30,626 | $5.45M | 2.6% | −486−1.6% | Reduced | History |
| FTVFortive Corp | Stock | 72,700 | $5.32M | 2.6% | −1,377−1.9% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 27,923 | $5.02M | 2.4% | −466−1.6% | Reduced | History |
| TTTrane Technologies plc | SHS | 14,586 | $4.91M | 2.4% | −262−1.8% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 10,543 | $4.59M | 2.2% | −174−1.6% | Reduced | History |
| AMATApplied Materials Inc | Stock | 30,922 | $4.49M | 2.2% | −7,189−18.9% | Reduced | History |
| ZBRAZebra Technologies Corp | CL A | 15,479 | $4.37M | 2.1% | −6,127−28.4% | Reduced | History |
| NVDANVIDIA Corp | Stock | 26,773 | $2.90M | 1.4% | 00.0% | Unchanged | History |
| VLTOVeralto Corp | Stock | 7,573 | $738.0K | 0.4% | −86−1.1% | Reduced | History |
| MARMarriott International Inc | Stock | 2,290 | $545.5K | 0.3% | −6−0.3% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 985 | $515.9K | 0.3% | 00.0% | Unchanged | History |
| LNGCheniere Energy, Inc. | COM NEW | 1,251 | $289.5K | 0.1% | 00.0% | Unchanged | History |