Palmer Knight Co
- SEC CIK
- 0001767735
- Latest filing
- Aug 10, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 3, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 32
- −1 vs. Q3 2025
- Portfolio value
- $190.5M
- −$20.6M (−9.7%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| COFCapital One Financial Corp | Stock | 37,820 | $9.17M | 4.8% | −29−0.1% | Reduced | History |
| DHRDanaher Corp | Stock | 37,521 | $8.59M | 4.5% | −8,608−18.7% | Reduced | History |
| HDHome Depot, Inc. | Stock | 24,548 | $8.45M | 4.4% | +3,420+16.2% | Added | History |
| PAYXPaychex Inc | Stock | 74,776 | $8.39M | 4.4% | +13,950+22.9% | Added | History |
| WMWaste Management Inc | Stock | 38,063 | $8.36M | 4.4% | −80−0.2% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 25,816 | $8.32M | 4.4% | −45−0.2% | Reduced | History |
| ADBEAdobe Inc. | Stock | 23,656 | $8.28M | 4.3% | +2,545+12.1% | Added | History |
| AMZNAmazon Com Inc | Stock | 34,362 | $7.93M | 4.2% | −7,974−18.8% | Reduced | History |
| AAPLApple Inc. | Stock | 28,981 | $7.88M | 4.1% | −8,798−23.3% | Reduced | History |
| TRVTravelers Companies, Inc. | Stock | 27,121 | $7.87M | 4.1% | −122−0.4% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 45,258 | $7.85M | 4.1% | +13,162+41.0% | Added | History |
| CTASCintas Corp | Stock | 41,621 | $7.83M | 4.1% | +5,422+15.0% | Added | History |
| AMATApplied Materials Inc | Stock | 29,407 | $7.56M | 4.0% | −5,967−16.9% | Reduced | History |
| CATCaterpillar Inc | Stock | 12,625 | $7.23M | 3.8% | −2,162−14.6% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 20,432 | $7.16M | 3.8% | +10,162+98.9% | Added | History |
| RJFRaymond James Financial Inc | COM | 44,342 | $7.12M | 3.7% | −9,671−17.9% | Reduced | History |
| LENLennar Corp | CL A | 67,246 | $6.91M | 3.6% | −96−0.1% | Reduced | History |
| HONHoneywell International Inc | COM | 35,332 | $6.89M | 3.6% | −60.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 14,035 | $6.79M | 3.6% | −3,954−22.0% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 84,839 | $6.74M | 3.5% | −114−0.1% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 54,009 | $6.50M | 3.4% | +54,009 | New | History |
| KRKroger Co | Stock | 102,477 | $6.40M | 3.4% | −117−0.1% | Reduced | History |
| VMCVulcan Materials CO | COM | 20,645 | $5.89M | 3.1% | −3,720−15.3% | Reduced | History |
| TTTrane Technologies plc | SHS | 14,238 | $5.54M | 2.9% | +18+0.1% | Added | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 24,569 | $5.48M | 2.9% | −4,923−16.7% | Reduced | History |
| NVDANVIDIA Corp | Stock | 17,557 | $3.27M | 1.7% | −4,596−20.7% | Reduced | History |
| MARMarriott International Inc | Stock | 2,290 | $710.5K | 0.4% | 00.0% | Unchanged | History |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 8,771 | $426.1K | 0.2% | +8,771 | New | History |
| UNHUnitedHealth Group Inc | Stock | 985 | $325.2K | 0.2% | 00.0% | Unchanged | History |
| LNGCheniere Energy, Inc. | COM NEW | 1,251 | $243.2K | 0.1% | 00.0% | Unchanged | History |
| ABCBAmeris Bancorp | COM | 3,109 | $230.9K | 0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 1,028 | $200.4K | 0.1% | −28−2.7% | Reduced | History |
Sold out since Q3 2025 (3)
Positions held at the end of Q3 2025 that are gone from this filing.