Palmer Knight Co 13F Holdings
CIK 0001767735 · Jacksonville, FL
As of Sep 30, 2025, Palmer Knight Co reported 33 positions worth $211.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 37,779 | $9.6M | 4.56% |
| RAYMOND JAMES FINANCIAL INC | RJF | Financial Services | 54,013 | $9.3M | 4.42% |
| MICROSOFT CORP | MSFT | Technology | 17,989 | $9.3M | 4.41% |
| AMAZON.COM INC | AMZN | Equity | 42,336 | $9.3M | 4.40% |
| DANAHER CORP | DHR | Healthcare | 46,129 | $9.1M | 4.33% |
| HOME DEPOT INC | HD | Consumer Cyclical | 21,128 | $8.6M | 4.06% |
| LENNAR CORP | LEN | Consumer Cyclical | 67,342 | $8.5M | 4.02% |
| WASTE MANAGEMENT INC | WM | Industrials | 38,143 | $8.4M | 3.99% |
| FISERV INC | FISV | Technology | 63,692 | $8.2M | 3.89% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 25,861 | $8.2M | 3.86% |
| CAPITAL ONE FINANCIAL CORP | COF | Financial Services | 37,849 | $8.0M | 3.81% |
| PAYCHEX INC | PAYX | Industrials | 60,826 | $7.7M | 3.65% |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 27,243 | $7.6M | 3.60% |
| VULCAN MATERIALS CO | VMC | Basic Materials | 24,365 | $7.5M | 3.55% |
| ADOBE INC | ADBE | Technology | 21,111 | $7.4M | 3.53% |
| HONEYWELL INTERNATIONAL INC | HON | Industrials | 35,338 | $7.4M | 3.52% |
| CINTAS CORP | CTAS | Industrials | 36,199 | $7.4M | 3.52% |
| APPLIED MATERIALS INC | AMAT | Technology | 35,374 | $7.2M | 3.43% |
| FORTINET INC | FTNT | Technology | 84,953 | $7.1M | 3.38% |
| CATERPILLAR INC | CAT | Industrials | 14,787 | $7.1M | 3.34% |
| BROADRIDGE FINANCIAL SOLUTIONS INC | BR | Technology | 29,492 | $7.0M | 3.33% |
| KROGER CO | KR | Consumer Defensive | 102,594 | $6.9M | 3.28% |
| ZEBRA TECHNOLOGIES CORP | ZBRA | Technology | 21,834 | $6.5M | 3.07% |
| AVERY DENNISON CORP | AVY | Consumer Cyclical | 39,586 | $6.4M | 3.04% |
| TRANE TECHNOLOGIES PLC | TT | Basic Materials | 14,220 | $6.0M | 2.84% |