Palmer Knight
Latest statistics and disclosures from Palmer Knight's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, COF, WM, TRV, HD, and represent 21.06% of Palmer Knight's stock portfolio.
- Added to shares of these 10 stocks: ELV (+$5.4M), SBUX, DHR, HD, ADBE, HON, PAYX, COF, RJF, TXN.
- Started 1 new stock position in ELV.
- Reduced shares in these 1 stock: UNH.
- Palmer Knight was a net buyer of stock by $22M.
- Palmer Knight has $205M in assets under management (AUM), dropping by 23.99%.
- Central Index Key (CIK): 0001767735
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Portfolio Holdings for Palmer Knight
Palmer Knight holds 33 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 4.4 | $9.1M | 51k | 180.38 |
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| Capital One Financial (COF) | 4.3 | $8.8M | +17% | 59k | 148.89 |
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| Waste Management (WM) | 4.2 | $8.6M | +2% | 40k | 213.15 |
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| Travelers Companies (TRV) | 4.1 | $8.4M | 37k | 230.14 |
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| Home Depot (HD) | 4.1 | $8.3M | +30% | 22k | 383.61 |
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| Raymond James Financial (RJF) | 4.0 | $8.3M | +3% | 65k | 128.42 |
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| Microsoft Corporation (MSFT) | 3.9 | $8.1M | +2% | 19k | 420.72 |
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| Cintas Corporation (CTAS) | 3.9 | $8.0M | 12k | 687.03 |
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| Applied Materials (AMAT) | 3.9 | $7.9M | +2% | 38k | 206.23 |
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| Fiserv (FI) | 3.8 | $7.8M | +2% | 49k | 159.82 |
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| Paychex (PAYX) | 3.8 | $7.7M | +25% | 63k | 122.80 |
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| Danaher Corporation (DHR) | 3.7 | $7.6M | +51% | 31k | 249.72 |
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| Fortinet (FTNT) | 3.7 | $7.5M | +2% | 110k | 68.31 |
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| Honeywell International (HON) | 3.6 | $7.5M | +28% | 36k | 205.25 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 3.5 | $7.3M | +3% | 24k | 301.44 |
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| Apple (AAPL) | 3.5 | $7.2M | 42k | 171.48 |
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| Adobe Systems Incorporated (ADBE) | 3.5 | $7.1M | +30% | 14k | 504.60 |
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| Avery Dennison Corporation (AVY) | 3.4 | $6.9M | +2% | 31k | 223.25 |
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| Vulcan Materials Company (VMC) | 3.3 | $6.9M | +3% | 25k | 272.92 |
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| Starbucks Corporation (SBUX) | 3.3 | $6.8M | +67% | 75k | 91.39 |
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| JPMorgan Chase & Co. (JPM) | 3.3 | $6.8M | +2% | 34k | 200.30 |
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| Broadridge Financial Solutions (BR) | 3.1 | $6.3M | +2% | 31k | 204.86 |
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| Fortive (FTV) | 3.0 | $6.2M | +2% | 72k | 86.02 |
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| Kroger (KR) | 3.0 | $6.1M | +2% | 107k | 57.13 |
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| Anthem (ELV) | 2.6 | $5.4M | NEW | 10k | 518.54 |
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| Dow (DOW) | 2.4 | $4.9M | +4% | 85k | 57.93 |
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| Texas Instruments Incorporated (TXN) | 2.4 | $4.9M | +4% | 28k | 174.21 |
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| Aptiv SHS (APTV) | 2.0 | $4.1M | 52k | 79.65 |
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| NVIDIA Corporation (NVDA) | 1.3 | $2.7M | 3.0k | 903.56 |
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| Veralto Corp Com Shs (VLTO) | 0.3 | $624k | +6% | 7.0k | 88.66 |
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| Marriott Intl Cl A (MAR) | 0.3 | $579k | 2.3k | 252.31 |
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| UnitedHealth (UNH) | 0.2 | $487k | 985.00 | 494.70 |
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| Stericycle (SRCL) | 0.2 | $402k | 7.6k | 52.75 |
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Past Filings by Palmer Knight
SEC 13F filings are viewable for Palmer Knight going back to 2018
- Palmer Knight 2024 Q1 filed April 29, 2024
- Palmer Knight 2023 Q4 filed Feb. 5, 2024
- Palmer Knight 2023 Q3 filed Oct. 23, 2023
- Palmer Knight 2023 Q2 filed July 31, 2023
- Palmer Knight 2023 Q1 filed May 2, 2023
- Palmer Knight 2022 Q4 restated filed Feb. 24, 2023
- Palmer Knight 2022 Q4 filed Feb. 3, 2023
- Palmer Knight 2022 Q3 filed Nov. 1, 2022
- Palmer Knight 2022 Q2 filed Aug. 2, 2022
- Palmer Knight 2022 Q1 filed May 6, 2022
- Palmer Knight 2021 Q4 filed Jan. 26, 2022
- Palmer Knight 2021 Q3 filed Oct. 22, 2021
- Palmer Knight 2021 Q2 filed July 20, 2021
- Palmer Knight 2021 Q1 filed April 23, 2021
- Palmer Knight 2020 Q4 filed Jan. 26, 2021
- Palmer Knight 2020 Q3 filed Oct. 29, 2020