Palmer Knight Co
- SEC CIK
- 0001767735
- Latest filing
- Aug 10, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 4, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 33
- −4 vs. Q2 2025
- Portfolio value
- $211.1M
- −$23.5M (−10.0%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 37,779 | $9.62M | 4.6% | −1,012−2.6% | Reduced | History |
| RJFRaymond James Financial Inc | COM | 54,013 | $9.32M | 4.4% | −1,651−3.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 17,989 | $9.32M | 4.4% | −535−2.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 42,336 | $9.30M | 4.4% | −923−2.1% | Reduced | History |
| DHRDanaher Corp | Stock | 46,129 | $9.15M | 4.3% | −1,107−2.3% | Reduced | History |
| HDHome Depot, Inc. | Stock | 21,128 | $8.56M | 4.1% | −588−2.7% | Reduced | History |
| LENLennar Corp | CL A | 67,342 | $8.49M | 4.0% | +17,028+33.8% | Added | History |
| WMWaste Management Inc | Stock | 38,143 | $8.42M | 4.0% | −1,065−2.7% | Reduced | History |
| FISVFiserv Inc | Stock | 63,692 | $8.21M | 3.9% | +13,506+26.9% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 25,861 | $8.16M | 3.9% | −628−2.4% | Reduced | History |
| COFCapital One Financial Corp | Stock | 37,849 | $8.05M | 3.8% | −1,187−3.0% | Reduced | History |
| PAYXPaychex Inc | Stock | 60,826 | $7.71M | 3.7% | −1,721−2.8% | Reduced | History |
| TRVTravelers Companies, Inc. | Stock | 27,243 | $7.61M | 3.6% | −813−2.9% | Reduced | History |
| VMCVulcan Materials CO | COM | 24,365 | $7.50M | 3.6% | −586−2.3% | Reduced | History |
| ADBEAdobe Inc. | Stock | 21,111 | $7.45M | 3.5% | −571−2.6% | Reduced | History |
| HONHoneywell International Inc | COM | 35,338 | $7.44M | 3.5% | −856−2.4% | Reduced | History |
| CTASCintas Corp | Stock | 36,199 | $7.43M | 3.5% | −911−2.5% | Reduced | History |
| AMATApplied Materials Inc | Stock | 35,374 | $7.24M | 3.4% | −15,490−30.5% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 84,953 | $7.14M | 3.4% | +15,680+22.6% | Added | History |
| CATCaterpillar Inc | Stock | 14,787 | $7.06M | 3.3% | −371−2.4% | Reduced | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 29,492 | $7.02M | 3.3% | −878−2.9% | Reduced | History |
| KRKroger Co | Stock | 102,594 | $6.92M | 3.3% | −2,484−2.4% | Reduced | History |
| ZBRAZebra Technologies Corp | CL A | 21,834 | $6.49M | 3.1% | −618−2.8% | Reduced | History |
| AVYAvery Dennison Corp | COM | 39,586 | $6.42M | 3.0% | −1,061−2.6% | Reduced | History |
| TTTrane Technologies plc | SHS | 14,220 | $6.00M | 2.8% | −338−2.3% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 32,096 | $5.90M | 2.8% | +4,069+14.5% | Added | History |
| NVDANVIDIA Corp | Stock | 22,153 | $4.13M | 2.0% | −4,400−16.6% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 10,270 | $3.32M | 1.6% | −253−2.4% | Reduced | History |
| MARMarriott International Inc | Stock | 2,290 | $596.4K | 0.3% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 985 | $340.1K | 0.2% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 1,056 | $297.0K | 0.1% | 00.0% | Unchanged | History |
| LNGCheniere Energy, Inc. | COM NEW | 1,251 | $294.0K | 0.1% | 00.0% | Unchanged | History |
| ABCBAmeris Bancorp | COM | 3,109 | $227.9K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2025 (4)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| SBUXStarbucks Corp | Stock | 96,441 | $8.84M | 3.8% | History |
| LULUlululemon athletica inc. | Stock | 30,554 | $7.26M | 3.1% | History |
| FTVFortive Corp | Stock | 73,001 | $3.81M | 1.6% | History |
| RALRalliant Corp | Stock | 24,272 | $1.18M | 0.5% | History |