Palmer Knight
Latest statistics and disclosures from Palmer Knight's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, WM, MSFT, RJF, and represent 22.14% of Palmer Knight's stock portfolio.
- Added to shares of these 3 stocks: VLTO, UNH, NVDA.
- Started 1 new stock position in VLTO.
- Reduced shares in these 10 stocks: BR, SRCL, AMAT, VMC, TRV, AVY, RJF, WM, COF, CTAS.
- Palmer Knight was a net seller of stock by $-1.1M.
- Palmer Knight has $166M in assets under management (AUM), dropping by 11.15%.
- Central Index Key (CIK): 0001767735
Tip: Access up to 7 years of quarterly data
Positions held by Palmer Knight consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Palmer Knight
Palmer Knight holds 32 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.8 | $8.0M | 42k | 192.53 |
|
|
| Amazon (AMZN) | 4.6 | $7.5M | 50k | 151.94 |
|
|
| Waste Management (WM) | 4.3 | $7.1M | 40k | 179.10 |
|
|
| Microsoft Corporation (MSFT) | 4.3 | $7.1M | 19k | 376.04 |
|
|
| Raymond James Financial (RJF) | 4.2 | $7.0M | 63k | 111.50 |
|
|
| Travelers Companies (TRV) | 4.2 | $6.9M | 36k | 190.49 |
|
|
| Cintas Corporation (CTAS) | 4.1 | $6.9M | 11k | 602.66 |
|
|
| Capital One Financial (COF) | 4.0 | $6.6M | 50k | 131.12 |
|
|
| Adobe Systems Incorporated (ADBE) | 3.9 | $6.4M | 11k | 596.60 |
|
|
| Zebra Technologies Corporati Cl A (ZBRA) | 3.9 | $6.4M | 23k | 273.33 |
|
|
| Fiserv (FI) | 3.8 | $6.3M | 48k | 132.84 |
|
|
| Fortinet (FTNT) | 3.8 | $6.3M | 107k | 58.53 |
|
|
| Broadridge Financial Solutions (BR) | 3.7 | $6.2M | -18% | 30k | 205.75 |
|
| Avery Dennison Corporation (AVY) | 3.7 | $6.1M | 30k | 202.16 |
|
|
| Applied Materials (AMAT) | 3.7 | $6.1M | 38k | 162.07 |
|
|
| Paychex (PAYX) | 3.6 | $6.0M | 50k | 119.11 |
|
|
| Honeywell International (HON) | 3.6 | $5.9M | 28k | 209.71 |
|
|
| Home Depot (HD) | 3.5 | $5.7M | 17k | 346.55 |
|
|
| JPMorgan Chase & Co. (JPM) | 3.4 | $5.7M | 33k | 170.10 |
|
|
| Vulcan Materials Company (VMC) | 3.3 | $5.5M | 24k | 227.01 |
|
|
| Fortive (FTV) | 3.1 | $5.2M | 70k | 73.63 |
|
|
| Kroger (KR) | 2.9 | $4.8M | 104k | 45.71 |
|
|
| Danaher Corporation (DHR) | 2.8 | $4.7M | 20k | 231.34 |
|
|
| Aptiv SHS (APTV) | 2.8 | $4.6M | 52k | 89.72 |
|
|
| Texas Instruments Incorporated (TXN) | 2.8 | $4.6M | 27k | 170.46 |
|
|
| Dow (DOW) | 2.7 | $4.5M | 81k | 54.84 |
|
|
| Starbucks Corporation (SBUX) | 2.6 | $4.3M | 45k | 96.01 |
|
|
| NVIDIA Corporation (NVDA) | 0.9 | $1.5M | 2.9k | 495.22 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.3 | $546k | NEW | 6.6k | 82.26 |
|
| UnitedHealth (UNH) | 0.3 | $525k | +3% | 997.00 | 526.47 |
|
| Marriott Intl Cl A (MAR) | 0.3 | $518k | 2.3k | 225.51 |
|
|
| Stericycle (SRCL) | 0.2 | $378k | -11% | 7.6k | 49.56 |
|
Past Filings by Palmer Knight
SEC 13F filings are viewable for Palmer Knight going back to 2018
- 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
- Palmer Knight 2020 Q2 filed July 20, 2020