Palmer Knight
Latest statistics and disclosures from Palmer Knight's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, CTAS, AMZN, ZBRA, COF, and represent 20.26% of Palmer Knight's stock portfolio.
- Added to shares of these 10 stocks: CTAS (+$7.0M), LULU (+$6.0M), TT, ELV, SBUX, APTV, ADBE, PAYX, FTV, VLTO.
- Started 1 new stock position in LULU.
- Reduced shares in these 10 stocks: NVDA, SRCL, AAPL, JPM, AMZN, ZBRA, FI, AMAT, KR, TRV.
- Sold out of its position in SRCL.
- Palmer Knight was a net buyer of stock by $11M.
- Palmer Knight has $228M in assets under management (AUM), dropping by 8.82%.
- Central Index Key (CIK): 0001767735
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Portfolio Holdings for Palmer Knight
Palmer Knight holds 35 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.3 | $9.7M | 42k | 233.00 |
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| Cintas Corporation (CTAS) | 4.1 | $9.4M | +296% | 46k | 205.88 |
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| Amazon (AMZN) | 4.1 | $9.3M | 50k | 186.33 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 3.9 | $8.9M | 24k | 370.32 |
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| Capital One Financial (COF) | 3.9 | $8.8M | 59k | 149.73 |
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| Home Depot (HD) | 3.9 | $8.8M | 22k | 405.21 |
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| Fiserv (FI) | 3.8 | $8.7M | 48k | 179.65 |
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| Fortinet (FTNT) | 3.8 | $8.6M | 111k | 77.55 |
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| Travelers Companies (TRV) | 3.8 | $8.5M | 37k | 234.12 |
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| Paychex (PAYX) | 3.7 | $8.5M | 64k | 134.19 |
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| Danaher Corporation (DHR) | 3.7 | $8.5M | 31k | 278.02 |
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| Waste Management (WM) | 3.6 | $8.3M | 40k | 207.60 |
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| Microsoft Corporation (MSFT) | 3.6 | $8.2M | 19k | 430.30 |
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| Raymond James Financial (RJF) | 3.5 | $7.9M | 65k | 122.46 |
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| Applied Materials (AMAT) | 3.4 | $7.7M | 38k | 202.05 |
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| Honeywell International (HON) | 3.3 | $7.5M | 36k | 206.71 |
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| Starbucks Corporation (SBUX) | 3.3 | $7.4M | 76k | 97.49 |
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| Adobe Systems Incorporated (ADBE) | 3.2 | $7.4M | 14k | 517.78 |
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| JPMorgan Chase & Co. (JPM) | 3.1 | $7.1M | 34k | 210.86 |
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| Avery Dennison Corporation (AVY) | 3.0 | $6.8M | 31k | 220.76 |
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| Broadridge Financial Solutions (BR) | 2.9 | $6.6M | 31k | 215.03 |
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| Vulcan Materials Company (VMC) | 2.8 | $6.3M | 25k | 250.43 |
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| Kroger (KR) | 2.7 | $6.1M | 106k | 57.30 |
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| Lululemon Athletica (LULU) | 2.6 | $6.0M | NEW | 22k | 271.35 |
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| Texas Instruments Incorporated (TXN) | 2.5 | $5.8M | 28k | 206.57 |
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| Fortive (FTV) | 2.5 | $5.8M | 73k | 78.93 |
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| Trane Technologies SHS (TT) | 2.5 | $5.7M | 15k | 388.73 |
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| Anthem (ELV) | 2.4 | $5.5M | 11k | 520.00 |
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| Dow (DOW) | 2.0 | $4.6M | 85k | 54.63 |
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| Aptiv SHS (APTV) | 1.7 | $3.8M | 52k | 72.01 |
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| NVIDIA Corporation (NVDA) | 1.4 | $3.3M | -9% | 27k | 121.44 |
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| Veralto Corp Com Shs (VLTO) | 0.4 | $797k | 7.1k | 111.86 |
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| UnitedHealth (UNH) | 0.3 | $576k | 985.00 | 584.68 |
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| Marriott Intl Cl A (MAR) | 0.3 | $571k | 2.3k | 248.60 |
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| Cheniere Energy Com New (LNG) | 0.1 | $225k | 1.3k | 179.84 |
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Past Filings by Palmer Knight
SEC 13F filings are viewable for Palmer Knight going back to 2018
- 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
- Palmer Knight 2021 Q3 filed Oct. 22, 2021
- Palmer Knight 2021 Q2 filed July 20, 2021
- Palmer Knight 2021 Q1 filed April 23, 2021