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Palmer Knight Co

All holdings · as of Dec 31, 2025

32 positions

CompanyClassValueShares% of portfolio
ORACLE CORP$200.4K1,0280.1%
Ameris Bancorp$230.9K3,1090.1%
Cheniere Energy, Inc.$243.2K1,2510.1%
UNITEDHEALTH GROUP INC$325.2K9850.2%
Solstice Advanced Materials Inc.$426.1K8,7710.2%
Marriott International Inc/MD$710.5K2,2900.4%
NVIDIA Corp$3.27M17,5571.7%
BROADRIDGE FINANCIAL SOLUTIONS INC$5.48M24,5692.9%
Trane Technologies plc$5.54M14,2382.9%
Vulcan Materials Co$5.89M20,6453.1%
KROGER CO$6.40M102,4773.4%
EXXON MOBIL CORP$6.50M54,0093.4%
Fortinet Inc$6.74M84,8393.5%
MICROSOFT CORP$6.79M14,0353.6%
HONEYWELL INTERNATIONAL INC$6.89M35,3323.6%
LENNAR CORP /NEW$6.91M67,2463.6%
RAYMOND JAMES FINANCIAL INC$7.12M44,3423.7%
Elevance Health Inc$7.16M20,4323.8%
CATERPILLAR INC$7.23M12,6253.8%
APPLIED MATERIALS INC /DE$7.56M29,4074.0%
CINTAS CORP$7.83M41,6214.1%
TEXAS INSTRUMENTS INC$7.85M45,2584.1%
TRAVELERS COMPANIES, INC.$7.87M27,1214.1%
Apple Inc.$7.88M28,9814.1%
Amazon.com Inc$7.93M34,3624.2%
ADOBE INC.$8.28M23,6564.3%
JPMORGAN CHASE & CO$8.32M25,8164.4%
WASTE MANAGEMENT INC$8.36M38,0634.4%
PAYCHEX INC$8.39M74,7764.4%
HOME DEPOT, INC.$8.45M24,5484.4%
DANAHER CORP /DE$8.59M37,5214.5%
CAPITAL ONE FINANCIAL CORP$9.17M37,8204.8%
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