Palmer Knight
Latest statistics and disclosures from Palmer Knight's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, RJF, MSFT, AMZN, DHR, and represent 22.12% of Palmer Knight's stock portfolio.
- Added to shares of these 4 stocks: LEN, FI, FTNT, TXN.
- Reduced shares in these 10 stocks: SBUX (-$8.8M), LULU (-$7.3M), FTV, AMAT, RAL, NVDA, RJF, MSFT, AAPL, COF.
- Sold out of its positions in FTV, LULU, RAL, SBUX.
- Palmer Knight was a net seller of stock by $-24M.
- Palmer Knight has $211M in assets under management (AUM), dropping by -10.01%.
- 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 September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.6 | $9.6M | -2% | 38k | 254.63 |
|
| Raymond James Financial (RJF) | 4.4 | $9.3M | -2% | 54k | 172.60 |
|
| Microsoft Corporation (MSFT) | 4.4 | $9.3M | -2% | 18k | 517.95 |
|
| Amazon (AMZN) | 4.4 | $9.3M | -2% | 42k | 219.57 |
|
| Danaher Corporation (DHR) | 4.3 | $9.1M | -2% | 46k | 198.26 |
|
| Home Depot (HD) | 4.1 | $8.6M | -2% | 21k | 405.20 |
|
| Lennar Corp Cl A (LEN) | 4.0 | $8.5M | +33% | 67k | 126.04 |
|
| Waste Management (WM) | 4.0 | $8.4M | -2% | 38k | 220.83 |
|
| Fiserv (FI) | 3.9 | $8.2M | +26% | 64k | 128.93 |
|
| JPMorgan Chase & Co. (JPM) | 3.9 | $8.2M | -2% | 26k | 315.43 |
|
| Capital One Financial (COF) | 3.8 | $8.0M | -3% | 38k | 212.58 |
|
| Paychex (PAYX) | 3.7 | $7.7M | -2% | 61k | 126.76 |
|
| Travelers Companies (TRV) | 3.6 | $7.6M | -2% | 27k | 279.22 |
|
| Vulcan Materials Company (VMC) | 3.6 | $7.5M | -2% | 24k | 307.62 |
|
| Adobe Systems Incorporated (ADBE) | 3.5 | $7.4M | -2% | 21k | 352.75 |
|
| Honeywell International (HON) | 3.5 | $7.4M | -2% | 35k | 210.50 |
|
| Cintas Corporation (CTAS) | 3.5 | $7.4M | -2% | 36k | 205.26 |
|
| Applied Materials (AMAT) | 3.4 | $7.2M | -30% | 35k | 204.74 |
|
| Fortinet (FTNT) | 3.4 | $7.1M | +22% | 85k | 84.08 |
|
| Caterpillar (CAT) | 3.3 | $7.1M | -2% | 15k | 477.15 |
|
| Broadridge Financial Solutions (BR) | 3.3 | $7.0M | -2% | 30k | 238.17 |
|
| Kroger (KR) | 3.3 | $6.9M | -2% | 103k | 67.41 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 3.1 | $6.5M | -2% | 22k | 297.16 |
|
| Avery Dennison Corporation (AVY) | 3.0 | $6.4M | -2% | 40k | 162.17 |
|
| Trane Technologies SHS (TT) | 2.8 | $6.0M | -2% | 14k | 421.96 |
|
| Texas Instruments Incorporated (TXN) | 2.8 | $5.9M | +14% | 32k | 183.73 |
|
| NVIDIA Corporation (NVDA) | 2.0 | $4.1M | -16% | 22k | 186.58 |
|
| Anthem (ELV) | 1.6 | $3.3M | -2% | 10k | 323.12 |
|
| Marriott Intl Cl A (MAR) | 0.3 | $596k | 2.3k | 260.44 |
|
|
| UnitedHealth (UNH) | 0.2 | $340k | 985.00 | 345.30 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $297k | 1.1k | 281.24 |
|
|
| Cheniere Energy Com New (LNG) | 0.1 | $294k | 1.3k | 234.98 |
|
|
| Ameris Ban (ABCB) | 0.1 | $228k | 3.1k | 73.31 |
|
Past Filings by Palmer Knight
SEC 13F filings are viewable for Palmer Knight going back to 2018
- Palmer Knight 2025 Q3 filed Nov. 4, 2025
- Palmer Knight 2025 Q2 filed July 29, 2025
- Palmer Knight 2024 Q4 filed Jan. 23, 2025
- Palmer Knight 2024 Q3 filed Oct. 31, 2024
- Palmer Knight 2024 Q2 filed Aug. 5, 2024
- 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