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Palmer Knight Co Top Holdings and 13F Report (2025)

About Palmer Knight Co

Investment Activity

  • Palmer Knight Co has $223.19 million in total holdings as of December 31, 2024.
  • Palmer Knight Co owns shares of 33 different stocks, but just 21 companies or ETFs make up 80% of its holdings.
  • Approximately 1.66% of the portfolio was purchased this quarter.
  • About 6.12% of the portfolio was sold this quarter.
  • This quarter, Palmer Knight Co has purchased 35 new stocks and bought additional shares in 24 stocks.
  • Palmer Knight Co sold shares of 6 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Amazon.com
$10,956,117
Apple
$10,404,450
Fiserv
$9,961,843
Danaher
$9,603,454
Fortinet
$8,984,292

Largest Purchases this Quarter

Danaher
11,274 shares (about $2.59M)
Starbucks
1,010 shares (about $92.16K)
Adobe
187 shares (about $83.16K)
Honeywell International
364 shares (about $82.22K)
Fortive
1,067 shares (about $80.03K)

Largest Sales this Quarter

Capital One Financial
9,786 shares (about $1.75M)
Fortinet
15,879 shares (about $1.50M)
Raymond James
7,134 shares (about $1.11M)
Zebra Technologies
2,353 shares (about $908.78K)
NVIDIA
18 shares (about $2.42K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPalmer Knight Co

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$10,956,117$45,633 0.4%49,9394.9%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$10,404,450$2,254 0.0%41,5484.7%Computer and Technology
Fiserv, Inc. stock logo
FI
Fiserv
$9,961,843$19,104 0.2%48,4954.5%Business Services
Danaher Co. stock logo
DHR
Danaher
$9,603,454$2,587,947 36.9%41,8364.3%Multi-Sector Conglomerates
Fortinet, Inc. stock logo
FTNT
Fortinet
$8,984,292$1,500,248 -14.3%95,0924.0%Computer and Technology
Paychex, Inc. stock logo
PAYX
Paychex
$8,933,556$34,775 0.4%63,7114.0%Business Services
Raymond James stock logo
RJF
Raymond James
$8,903,982$1,108,124 -11.1%57,3234.0%Finance
Capital One Financial Co. stock logo
COF
Capital One Financial
$8,786,183$1,745,040 -16.6%49,2723.9%Finance
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$8,780,200$482 0.0%36,4493.9%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$8,526,026$63,017 0.7%21,9183.8%Retail/Wholesale
Lululemon Athletica Inc. stock logo
LULU
Lululemon Athletica
$8,477,647$9,943 0.1%22,1693.8%Consumer Discretionary
Cintas Co. stock logo
CTAS
Cintas
$8,396,344$32,338 0.4%45,9573.8%Business Services
Zebra Technologies Co. stock logo
ZBRA
Zebra Technologies
$8,344,669$908,776 -9.8%21,6063.7%Industrial Products
Honeywell International Inc. stock logo
HON
Honeywell International
$8,306,201$82,224 1.0%36,7713.7%Multi-Sector Conglomerates
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$8,086,857$30,443 0.4%33,7363.6%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$8,073,214$33,295 0.4%40,0083.6%Business Services
Microsoft Co. stock logo
MSFT
Microsoft
$8,021,988$3,794 0.0%19,0323.6%Computer and Technology
Starbucks Co. stock logo
SBUX
Starbucks
$7,013,475$92,163 1.3%76,8603.1%Retail/Wholesale
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$6,991,833$35,496 0.5%30,9253.1%Business Services
The Kroger Co. stock logo
KR
Kroger
$6,561,089$61,639 0.9%107,2952.9%Retail/Wholesale
Vulcan Materials stock logo
VMC
Vulcan Materials
$6,521,295$56,848 0.9%25,3522.9%Construction
Adobe Inc. stock logo
ADBE
Adobe
$6,431,407$83,155 1.3%14,4632.9%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$6,197,992$38,869 0.6%38,1112.8%Computer and Technology
Avery Dennison Co. stock logo
AVY
Avery Dennison
$5,821,989$78,595 1.4%31,1122.6%Industrial Products
Fortive Co. stock logo
FTV
Fortive
$5,555,775$80,025 1.5%74,0772.5%Computer and Technology
Trane Technologies plc stock logo
TT
Trane Technologies
$5,484,109$38,043 0.7%14,8482.5%Construction
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$5,323,221$63,753 1.2%28,3892.4%Computer and Technology
Elevance Health, Inc. stock logo
ELV
Elevance Health
$3,953,501$78,576 2.0%10,7171.8%Medical
NVIDIA Co. stock logo
NVDA
NVIDIA
$3,595,346$2,417 -0.1%26,7731.6%Computer and Technology
VERALTO CORP
$780,069$54,490 7.5%7,6590.3%COM SHS
Marriott International, Inc. stock logo
MAR
Marriott International
$640,4460.0%2,2960.3%Consumer Discretionary
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$498,2720.0%9850.2%Medical
CHENIERE ENERGY INC
$268,8020.0%1,2510.1%COM NEW
Dow Inc. stock logo
DOW
DOW
$0$4,648,412 -100.0%00.0%Basic Materials
Aptiv PLC stock logo
APTV
Aptiv
$0$3,754,097 -100.0%00.0%Business Services

Showing largest 100 holdings. View all holdings.
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