Palmer Knight as of March 31, 2019
Portfolio Holdings for Palmer Knight
Palmer Knight holds 24 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Danaher Corporation (DHR) | 5.7 | $6.1M | 47k | 132.01 | |
| Fiserv (FI) | 5.7 | $6.1M | 69k | 88.27 | |
| Paychex (PAYX) | 5.6 | $6.0M | 75k | 80.20 | |
| Baxter International (BAX) | 5.4 | $5.9M | 72k | 81.31 | |
| Apple (AAPL) | 5.3 | $5.7M | 30k | 189.94 | |
| PerkinElmer (RVTY) | 5.2 | $5.6M | 58k | 96.36 | |
| Skechers USA (SKX) | 5.1 | $5.5M | 165k | 33.61 | |
| Global Payments (GPN) | 5.1 | $5.5M | 40k | 136.52 | |
| Avery Dennison Corporation (AVY) | 5.1 | $5.5M | 49k | 113.00 | |
| Fortive (FTV) | 4.8 | $5.2M | 62k | 83.89 | |
| Waste Management (WM) | 4.7 | $5.1M | 49k | 103.91 | |
| Home Depot (HD) | 4.7 | $5.0M | 26k | 191.90 | |
| Valero Energy Corporation (VLO) | 4.6 | $5.0M | 59k | 84.84 | |
| Broadridge Financial Solutions (BR) | 4.6 | $5.0M | 48k | 103.69 | |
| Cintas Corporation (CTAS) | 4.6 | $5.0M | 25k | 202.12 | |
| TD Ameritrade Holding | 4.2 | $4.6M | 92k | 49.99 | |
| Agilent Technologies Inc C ommon (A) | 4.2 | $4.5M | 56k | 80.38 | |
| Raymond James Financial (RJF) | 4.0 | $4.4M | 54k | 80.41 | |
| Xpo Logistics Inc equity (XPO) | 3.8 | $4.1M | 77k | 53.75 | |
| Vulcan Materials Company (VMC) | 3.7 | $4.0M | 34k | 118.39 | |
| Halyard Health (AVNS) | 3.1 | $3.4M | 80k | 42.68 | |
| Wells Fargo & Company (WFC) | 0.4 | $391k | 8.1k | 48.28 | |
| Marriott International (MAR) | 0.3 | $287k | 2.3k | 125.00 | |
| Stericycle (SRCL) | 0.2 | $257k | 4.7k | 54.36 |
