Institutional Manager · CIK 0001767735
Palmer Knight Co
Jacksonville, FL · File #028-19185
Latest AUM
$190.5M
Positions
32
Top-10 Concentration
43.7%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202532 pos · $190.5M
- 13F HOLDINGS REPORTQ/E Sep 202533 pos · $211.1M
- 13F HOLDINGS REPORTQ/E Jun 202537 pos · $234.6M
- 13F HOLDINGS REPORTQ/E Mar 202533 pos · $205.8M
- 13F HOLDINGS REPORTQ/E Dec 202433 pos · $223.2M
- 13F HOLDINGS REPORTQ/E Sep 202435 pos · $227.5M
- 13F HOLDINGS REPORTQ/E Jun 202435 pos · $209.1M
- 13F HOLDINGS REPORTQ/E Mar 202433 pos · $205.4M
- 13F HOLDINGS REPORTQ/E Dec 202331 pos · $149.0M
- 13F HOLDINGS REPORTQ/E Sep 202331 pos · $166.6M
- 13F HOLDINGS REPORTQ/E Jun 202331 pos · $157.4M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 202327 pos · $112.0M
- 13F HOLDINGS REPORTQ/E Mar 202327 pos · $111,982
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |