13F HOLDINGS REPORT
Palmer Knight Co
Quarter ended Q4 2025 · Filed February 3, 2026 · Accession 0001705819-26-000019
Total Value
$190.5M
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CAPITAL ONE FINL CORP | 14040H105 | 37,820 | $9.2M | 4.81% |
| 2 | DANAHER CORPORATION | 235851102 | 37,521 | $8.6M | 4.51% |
| 3 | HOME DEPOT INC | HD | 24,548 | $8.4M | 4.43% |
| 4 | PAYCHEX INC | PAYX | 74,776 | $8.4M | 4.40% |
| 5 | WASTE MGMT INC DEL | 94106L109 | 38,063 | $8.4M | 4.39% |
| 6 | JPMORGAN CHASE & CO. | VYLD | 25,816 | $8.3M | 4.37% |
| 7 | ADOBE INC | ADBE | 23,656 | $8.3M | 4.35% |
| 8 | AMAZON COM INC | AMZN | 34,362 | $7.9M | 4.16% |
| 9 | APPLE INC | AAPL | 28,981 | $7.9M | 4.14% |
| 10 | TRAVELERS COMPANIES INC | TRV | 27,121 | $7.9M | 4.13% |
| 11 | TEXAS INSTRS INC | 882508104 | 45,258 | $7.9M | 4.12% |
| 12 | CINTAS CORP | CTAS | 41,621 | $7.8M | 4.11% |
| 13 | APPLIED MATLS INC | 038222105 | 29,407 | $7.6M | 3.97% |
| 14 | CATERPILLAR INC | CAT | 12,625 | $7.2M | 3.80% |
| 15 | ELEVANCE HEALTH INC FORMERLY | ELV | 20,432 | $7.2M | 3.76% |
| 16 | RAYMOND JAMES FINL INC | 754730109 | 44,342 | $7.1M | 3.74% |
| 17 | LENNAR CORP | LEN-B | 67,246 | $6.9M | 3.63% |
| 18 | HONEYWELL INTL INC | 438516106 | 35,332 | $6.9M | 3.62% |
| 19 | MICROSOFT CORP | MSFT | 14,035 | $6.8M | 3.56% |
| 20 | FORTINET INC | FTNT | 84,839 | $6.7M | 3.54% |
| 21 | EXXON MOBIL CORP | XOM | 54,009 | $6.5M | 3.41% |
| 22 | KROGER CO | KR | 102,477 | $6.4M | 3.36% |
| 23 | VULCAN MATLS CO | 929160109 | 20,645 | $5.9M | 3.09% |
| 24 | TRANE TECHNOLOGIES PLC | TT | 14,238 | $5.5M | 2.91% |
| 25 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 24,569 | $5.5M | 2.88% |
| 26 | NVIDIA CORPORATION | NVDA | 17,557 | $3.3M | 1.72% |
| 27 | MARRIOTT INTL INC NEW | 571903202 | 2,290 | $710,450 | 0.37% |
| 28 | SOLSTICE ADVANCED MATLS INC | 83443Q103 | 8,771 | $426,095 | 0.22% |
| 29 | UNITEDHEALTH GROUP INC | UNH | 985 | $325,158 | 0.17% |
| 30 | CHENIERE ENERGY INC | LNG | 1,251 | $243,182 | 0.13% |
| 31 | AMERIS BANCORP | ABCB | 3,109 | $230,905 | 0.12% |
| 32 | ORACLE CORP | ORCL-PD | 1,028 | $200,367 | 0.11% |