13F HOLDINGS REPORT
Palmer Knight Co
Quarter ended Q3 2025 · Filed November 4, 2025 · Accession 0001705819-25-000076
Total Value
$211.1M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 37,779 | $9.6M | 4.56% |
| 2 | RAYMOND JAMES FINL INC | 754730109 | 54,013 | $9.3M | 4.42% |
| 3 | MICROSOFT CORP | MSFT | 17,989 | $9.3M | 4.41% |
| 4 | AMAZON COM INC | AMZN | 42,336 | $9.3M | 4.40% |
| 5 | DANAHER CORPORATION | 235851102 | 46,129 | $9.1M | 4.33% |
| 6 | HOME DEPOT INC | HD | 21,128 | $8.6M | 4.06% |
| 7 | LENNAR CORP | LEN-B | 67,342 | $8.5M | 4.02% |
| 8 | WASTE MGMT INC DEL | 94106L109 | 38,143 | $8.4M | 3.99% |
| 9 | FISERV INC | FISV | 63,692 | $8.2M | 3.89% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 25,861 | $8.2M | 3.86% |
| 11 | CAPITAL ONE FINL CORP | 14040H105 | 37,849 | $8.0M | 3.81% |
| 12 | PAYCHEX INC | PAYX | 60,826 | $7.7M | 3.65% |
| 13 | TRAVELERS COMPANIES INC | TRV | 27,243 | $7.6M | 3.60% |
| 14 | VULCAN MATLS CO | 929160109 | 24,365 | $7.5M | 3.55% |
| 15 | ADOBE INC | ADBE | 21,111 | $7.4M | 3.53% |
| 16 | HONEYWELL INTL INC | 438516106 | 35,338 | $7.4M | 3.52% |
| 17 | CINTAS CORP | CTAS | 36,199 | $7.4M | 3.52% |
| 18 | APPLIED MATLS INC | 038222105 | 35,374 | $7.2M | 3.43% |
| 19 | FORTINET INC | FTNT | 84,953 | $7.1M | 3.38% |
| 20 | CATERPILLAR INC | CAT | 14,787 | $7.1M | 3.34% |
| 21 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 29,492 | $7.0M | 3.33% |
| 22 | KROGER CO | KR | 102,594 | $6.9M | 3.28% |
| 23 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 21,834 | $6.5M | 3.07% |
| 24 | AVERY DENNISON CORP | AVY | 39,586 | $6.4M | 3.04% |
| 25 | TRANE TECHNOLOGIES PLC | TT | 14,220 | $6.0M | 2.84% |
| 26 | TEXAS INSTRS INC | 882508104 | 32,096 | $5.9M | 2.79% |
| 27 | NVIDIA CORPORATION | NVDA | 22,153 | $4.1M | 1.96% |
| 28 | ELEVANCE HEALTH INC FORMERLY | ELV | 10,270 | $3.3M | 1.57% |
| 29 | MARRIOTT INTL INC NEW | 571903202 | 2,290 | $596,408 | 0.28% |
| 30 | UNITEDHEALTH GROUP INC | UNH | 985 | $340,121 | 0.16% |
| 31 | ORACLE CORP | ORCL-PD | 1,056 | $296,989 | 0.14% |
| 32 | CHENIERE ENERGY INC | LNG | 1,251 | $293,960 | 0.14% |
| 33 | AMERIS BANCORP | ABCB | 3,109 | $227,921 | 0.11% |