13F HOLDINGS REPORT
Palmer Knight Co
Quarter ended Q2 2025 · Filed July 29, 2025 · Accession 0001705819-25-000052
Total Value
$234.6M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 43,259 | $9.5M | 4.05% |
| 2 | DANAHER CORPORATION | 235851102 | 47,236 | $9.3M | 3.98% |
| 3 | APPLIED MATLS INC | 038222105 | 50,864 | $9.3M | 3.97% |
| 4 | MICROSOFT CORP | MSFT | 18,524 | $9.2M | 3.93% |
| 5 | PAYCHEX INC | PAYX | 62,547 | $9.1M | 3.88% |
| 6 | WASTE MGMT INC DEL | 94106L109 | 39,208 | $9.0M | 3.82% |
| 7 | STARBUCKS CORP | SBUX | 96,441 | $8.8M | 3.77% |
| 8 | FISERV INC | FISV | 50,186 | $8.7M | 3.69% |
| 9 | RAYMOND JAMES FINL INC | 754730109 | 55,664 | $8.5M | 3.64% |
| 10 | HONEYWELL INTL INC | 438516106 | 36,194 | $8.4M | 3.59% |
| 11 | ADOBE INC | ADBE | 21,682 | $8.4M | 3.58% |
| 12 | CAPITAL ONE FINL CORP | 14040H105 | 39,036 | $8.3M | 3.54% |
| 13 | CINTAS CORP | CTAS | 37,110 | $8.3M | 3.53% |
| 14 | HOME DEPOT INC | HD | 21,716 | $8.0M | 3.39% |
| 15 | APPLE INC | AAPL | 38,791 | $8.0M | 3.39% |
| 16 | JPMORGAN CHASE & CO. | VYLD | 26,489 | $7.7M | 3.27% |
| 17 | KROGER CO | KR | 105,078 | $7.5M | 3.21% |
| 18 | TRAVELERS COMPANIES INC | TRV | 28,056 | $7.5M | 3.20% |
| 19 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 30,370 | $7.4M | 3.15% |
| 20 | FORTINET INC | FTNT | 69,273 | $7.3M | 3.12% |
| 21 | LULULEMON ATHLETICA INC | LULU | 30,554 | $7.3M | 3.09% |
| 22 | AVERY DENNISON CORP | AVY | 40,647 | $7.1M | 3.04% |
| 23 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 22,452 | $6.9M | 2.95% |
| 24 | VULCAN MATLS CO | 929160109 | 24,951 | $6.5M | 2.77% |
| 25 | TRANE TECHNOLOGIES PLC | TT | 14,558 | $6.4M | 2.71% |
| 26 | CATERPILLAR INC | CAT | 15,158 | $5.9M | 2.51% |
| 27 | TEXAS INSTRS INC | 882508104 | 28,027 | $5.8M | 2.48% |
| 28 | LENNAR CORP | LEN-B | 50,314 | $5.6M | 2.37% |
| 29 | NVIDIA CORPORATION | NVDA | 26,553 | $4.2M | 1.79% |
| 30 | ELEVANCE HEALTH INC | ELV | 10,523 | $4.1M | 1.74% |
| 31 | FORTIVE CORP | FTV | 73,001 | $3.8M | 1.62% |
| 32 | RALLIANT CORP | RAL | 24,272 | $1.2M | 0.50% |
| 33 | MARRIOTT INTL INC NEW | 571903202 | 2,290 | $625,651 | 0.27% |
| 34 | UNITEDHEALTH GROUP INC | UNH | 985 | $307,290 | 0.13% |
| 35 | CHENIERE ENERGY INC | LNG | 1,251 | $304,644 | 0.13% |
| 36 | ORACLE CORP | ORCL-PD | 1,056 | $230,873 | 0.10% |
| 37 | AMERIS BANCORP | ABCB | 3,109 | $201,152 | 0.09% |