Palmer Knight Co
- SEC CIK
- 0001767735
- Latest filing
- Aug 10, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 29, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 37
- +4 vs. Q1 2025
- Portfolio value
- $234.6M
- +$28.8M (+14.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 43,259 | $9.49M | 4.0% | +6,184+16.7% | Added | History |
| DHRDanaher Corp | Stock | 47,236 | $9.33M | 4.0% | +6,133+14.9% | Added | History |
| AMATApplied Materials Inc | Stock | 50,864 | $9.31M | 4.0% | +19,942+64.5% | Added | History |
| MSFTMicrosoft Corp | Stock | 18,524 | $9.21M | 3.9% | −249−1.3% | Reduced | History |
| PAYXPaychex Inc | Stock | 62,547 | $9.10M | 3.9% | −154−0.2% | Reduced | History |
| WMWaste Management Inc | Stock | 39,208 | $8.97M | 3.8% | −150−0.4% | Reduced | History |
| SBUXStarbucks Corp | Stock | 96,441 | $8.84M | 3.8% | +20,862+27.6% | Added | History |
| FISVFiserv Inc | Stock | 50,186 | $8.65M | 3.7% | +2,445+5.1% | Added | History |
| RJFRaymond James Financial Inc | COM | 55,664 | $8.54M | 3.6% | −741−1.3% | Reduced | History |
| HONHoneywell International Inc | COM | 36,194 | $8.43M | 3.6% | +19+0.1% | Added | History |
| ADBEAdobe Inc. | Stock | 21,682 | $8.39M | 3.6% | +7,426+52.1% | Added | History |
| COFCapital One Financial Corp | Stock | 39,036 | $8.31M | 3.5% | −9,409−19.4% | Reduced | History |
| CTASCintas Corp | Stock | 37,110 | $8.27M | 3.5% | −8,104−17.9% | Reduced | History |
| HDHome Depot, Inc. | Stock | 21,716 | $7.96M | 3.4% | +105+0.5% | Added | History |
| AAPLApple Inc. | Stock | 38,791 | $7.96M | 3.4% | +5,536+16.6% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 26,489 | $7.68M | 3.3% | −6,719−20.2% | Reduced | History |
| KRKroger Co | Stock | 105,078 | $7.54M | 3.2% | −233−0.2% | Reduced | History |
| TRVTravelers Companies, Inc. | Stock | 28,056 | $7.51M | 3.2% | −7,729−21.6% | Reduced | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 30,370 | $7.38M | 3.1% | −45−0.1% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 69,273 | $7.32M | 3.1% | −24,359−26.0% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 30,554 | $7.26M | 3.1% | +8,680+39.7% | Added | History |
| AVYAvery Dennison Corp | COM | 40,647 | $7.13M | 3.0% | +10,021+32.7% | Added | History |
| ZBRAZebra Technologies Corp | CL A | 22,452 | $6.92M | 3.0% | +6,973+45.0% | Added | History |
| VMCVulcan Materials CO | COM | 24,951 | $6.51M | 2.8% | +20+0.1% | Added | History |
| TTTrane Technologies plc | SHS | 14,558 | $6.37M | 2.7% | −28−0.2% | Reduced | History |
| CATCaterpillar Inc | Stock | 15,158 | $5.88M | 2.5% | +15,158 | New | History |
| TXNTexas Instruments Inc | Stock | 28,027 | $5.82M | 2.5% | +104+0.4% | Added | History |
| LENLennar Corp | CL A | 50,314 | $5.57M | 2.4% | +50,314 | New | History |
| NVDANVIDIA Corp | Stock | 26,553 | $4.20M | 1.8% | −220−0.8% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 10,523 | $4.09M | 1.7% | −20−0.2% | Reduced | History |
| FTVFortive Corp | Stock | 73,001 | $3.81M | 1.6% | +301+0.4% | Added | History |
| RALRalliant Corp | Stock | 24,272 | $1.18M | 0.5% | +24,272 | New | History |
| MARMarriott International Inc | Stock | 2,290 | $625.7K | 0.3% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 985 | $307.3K | 0.1% | 00.0% | Unchanged | History |
| LNGCheniere Energy, Inc. | COM NEW | 1,251 | $304.6K | 0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 1,056 | $230.9K | 0.1% | +1,056 | New | History |
| ABCBAmeris Bancorp | COM | 3,109 | $201.2K | 0.1% | +3,109 | New | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.