Institutions / Palmer Knight Co
Palmer Knight Co
CIK 1767735 · Institution · as of Dec 31, 2025
Portfolio value
$190.54M
Positions
32
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 32 →
| Company | Value | % of portfolio |
|---|---|---|
| Capital One Financial Corp | $9.17M | 4.8% |
| Danaher Corp /De | $8.59M | 4.5% |
| Home Depot, Inc. | $8.45M | 4.4% |
| Paychex Inc | $8.39M | 4.4% |
| Waste Management Inc | $8.36M | 4.4% |
| JPMorgan Chase & Co | $8.32M | 4.4% |
| Adobe Inc. | $8.28M | 4.3% |
| Amazon.com Inc | $7.93M | 4.2% |
| Apple Inc. | $7.88M | 4.1% |
| Travelers Companies, Inc. | $7.87M | 4.1% |
| Texas Instruments Inc | $7.85M | 4.1% |
| Cintas Corp | $7.83M | 4.1% |
| Applied Materials Inc /De | $7.56M | 4.0% |
| Caterpillar Inc | $7.23M | 3.8% |
| Elevance Health Inc | $7.16M | 3.8% |
| Raymond James Financial Inc | $7.12M | 3.7% |
| Lennar Corp /New | $6.91M | 3.6% |
| Honeywell International Inc | $6.89M | 3.6% |
| Microsoft Corp | $6.79M | 3.6% |
| Fortinet Inc | $6.74M | 3.5% |
| Exxon Mobil Corp | $6.50M | 3.4% |
| Kroger Co | $6.40M | 3.4% |
| Vulcan Materials Co | $5.89M | 3.1% |
| Trane Technologies plc | $5.54M | 2.9% |
| Broadridge Financial Solutions Inc | $5.48M | 2.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.