Palmer Knight Co
- SEC CIK
- 0001767735
- Latest filing
- Aug 10, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 10, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 36
- +4 vs. Q1 2026
- Portfolio value
- $259.7M
- +$54.8M (+26.7%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMATApplied Materials Inc | Stock | 22,785 | $16.5M | 6.3% | −6,836−23.1% | Reduced | History |
| CATCaterpillar Inc | Stock | 12,433 | $13.2M | 5.1% | −328−2.6% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 80,657 | $12.4M | 4.8% | −2,425−2.9% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 35,449 | $10.6M | 4.1% | −10,070−22.1% | Reduced | History |
| HDHome Depot, Inc. | Stock | 29,562 | $10.4M | 4.0% | +5,854+24.7% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 30,797 | $10.1M | 3.9% | +4,181+15.7% | Added | History |
| TTTrane Technologies plc | SHS | 20,446 | $10.0M | 3.9% | −499−2.4% | Reduced | History |
| TRVTravelers Companies, Inc. | Stock | 30,242 | $9.98M | 3.8% | −873−2.8% | Reduced | History |
| AMEAmetek Inc | COM | 39,810 | $9.63M | 3.7% | +6,996+21.3% | Added | History |
| VMCVulcan Materials CO | COM | 32,059 | $9.46M | 3.6% | +4,638+16.9% | Added | History |
| ELVElevance Health, Inc. | Stock | 22,163 | $8.57M | 3.3% | −512−2.3% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 23,826 | $8.51M | 3.3% | +23,826 | New | History |
| XOMExxonMobil Holdings Corp | COM | 62,269 | $8.51M | 3.3% | −1,540−2.4% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 35,492 | $8.46M | 3.3% | −787−2.2% | Reduced | History |
| CTASCintas Corp | Stock | 49,490 | $8.42M | 3.2% | +6,365+14.8% | Added | History |
| WMWaste Management Inc | Stock | 37,157 | $8.28M | 3.2% | −798−2.1% | Reduced | History |
| AAPLApple Inc. | Stock | 27,891 | $8.07M | 3.1% | −738−2.6% | Reduced | History |
| MASMasco Corp | COM | 98,522 | $8.02M | 3.1% | −2,527−2.5% | Reduced | History |
| COFCapital One Financial Corp | Stock | 39,604 | $7.95M | 3.1% | +3,088+8.5% | Added | History |
| MSFTMicrosoft Corp | Stock | 20,504 | $7.65M | 2.9% | −504−2.4% | Reduced | History |
| HOODRobinhood Markets, Inc. | Stock | 76,201 | $7.64M | 2.9% | +76,201 | New | History |
| METAMeta Platforms, Inc. | Stock | 13,153 | $7.41M | 2.9% | +6,886+109.9% | Added | History |
| RJFRaymond James Financial Inc | COM | 42,771 | $6.50M | 2.5% | −1,010−2.3% | Reduced | History |
| LENLennar Corp | CL A | 67,255 | $6.09M | 2.3% | −1,612−2.3% | Reduced | History |
| KRKroger Co | Stock | 102,618 | $5.70M | 2.2% | −2,170−2.1% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 17,605 | $4.95M | 1.9% | +17,605 | New | History |
| HONHoneywell International Inc | Stock | 21,996 | $4.92M | 1.9% | +21,996 | New | History |
| HONAHoneywell Aerospace Inc. | COM | 21,996 | $4.86M | 1.9% | +21,996 | New | History |
| ADBEAdobe Inc. | Stock | 22,274 | $4.57M | 1.8% | −544−2.4% | Reduced | History |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 47,806 | $4.24M | 1.6% | −1,017−2.1% | Reduced | History |
| NVDANVIDIA Corp | Stock | 16,881 | $3.38M | 1.3% | −840−4.7% | Reduced | History |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 17,027 | $2.91M | 1.1% | +17,027 | New | History |
| MARMarriott International Inc | Stock | 2,290 | $848.7K | 0.3% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 985 | $409.4K | 0.2% | 00.0% | Unchanged | History |
| LNGCheniere Energy, Inc. | COM NEW | 1,251 | $299.0K | 0.1% | 00.0% | Unchanged | History |
| ABCBAmeris Bancorp | COM | 3,109 | $280.6K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.