Palmer Knight Co
- SEC CIK
- 0001767735
- Latest filing
- Aug 10, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 12, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 32
- 0 vs. Q4 2025
- Portfolio value
- $204.9M
- +$14.4M (+7.6%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 63,809 | $10.8M | 5.3% | +9,800+18.1% | Added | History |
| AMATApplied Materials Inc | Stock | 29,621 | $10.1M | 4.9% | +214+0.7% | Added | History |
| TRVTravelers Companies, Inc. | Stock | 31,115 | $9.08M | 4.4% | +3,994+14.7% | Added | History |
| CATCaterpillar Inc | Stock | 12,761 | $9.04M | 4.4% | +136+1.1% | Added | History |
| TXNTexas Instruments Inc | Stock | 45,519 | $8.84M | 4.3% | +261+0.6% | Added | History |
| TTTrane Technologies plc | SHS | 20,945 | $8.73M | 4.3% | +6,707+47.1% | Added | History |
| WMWaste Management Inc | Stock | 37,955 | $8.72M | 4.3% | −108−0.3% | Reduced | History |
| HONHoneywell International Inc | COM | 36,968 | $8.36M | 4.1% | +1,636+4.6% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 26,616 | $7.83M | 3.8% | +800+3.1% | Added | History |
| HDHome Depot, Inc. | Stock | 23,708 | $7.80M | 3.8% | −840−3.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 21,008 | $7.78M | 3.8% | +6,973+49.7% | Added | History |
| KRKroger Co | Stock | 104,788 | $7.58M | 3.7% | +2,311+2.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 36,279 | $7.56M | 3.7% | +1,917+5.6% | Added | History |
| DHRDanaher Corp | Stock | 39,837 | $7.55M | 3.7% | +2,316+6.2% | Added | History |
| VMCVulcan Materials CO | COM | 27,421 | $7.47M | 3.6% | +6,776+32.8% | Added | History |
| CTASCintas Corp | Stock | 43,125 | $7.29M | 3.6% | +1,504+3.6% | Added | History |
| AAPLApple Inc. | Stock | 28,629 | $7.27M | 3.5% | −352−1.2% | Reduced | History |
| AMEAmetek Inc | COM | 32,814 | $7.03M | 3.4% | +32,814 | New | History |
| FTNTFortinet, Inc. | Stock | 83,082 | $6.79M | 3.3% | −1,757−2.1% | Reduced | History |
| COFCapital One Financial Corp | Stock | 36,516 | $6.66M | 3.3% | −1,304−3.4% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 22,675 | $6.64M | 3.2% | +2,243+11.0% | Added | History |
| RJFRaymond James Financial Inc | COM | 43,781 | $6.34M | 3.1% | −561−1.3% | Reduced | History |
| MASMasco Corp | COM | 101,049 | $6.10M | 3.0% | +101,049 | New | History |
| LENLennar Corp | CL A | 68,867 | $5.98M | 2.9% | +1,621+2.4% | Added | History |
| ADBEAdobe Inc. | Stock | 22,818 | $5.55M | 2.7% | −838−3.5% | Reduced | History |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 48,823 | $3.72M | 1.8% | +40,052+456.6% | Added | History |
| METAMeta Platforms, Inc. | Stock | 6,267 | $3.59M | 1.7% | +6,267 | New | History |
| NVDANVIDIA Corp | Stock | 17,721 | $3.09M | 1.5% | +164+0.9% | Added | History |
| MARMarriott International Inc | Stock | 2,290 | $749.0K | 0.4% | 00.0% | Unchanged | History |
| LNGCheniere Energy, Inc. | COM NEW | 1,251 | $355.0K | 0.2% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 985 | $266.5K | 0.1% | 00.0% | Unchanged | History |
| ABCBAmeris Bancorp | COM | 3,109 | $242.5K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (3)
Positions held at the end of Q4 2025 that are gone from this filing.