Palmer Knight as of Sept. 30, 2019
Portfolio Holdings for Palmer Knight
Palmer Knight holds 25 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Home Depot (HD) | 5.4 | $6.4M | 27k | 232.01 | |
| Paychex (PAYX) | 5.4 | $6.3M | 76k | 82.77 | |
| Apple (AAPL) | 5.2 | $6.1M | 27k | 223.98 | |
| Waste Management (WM) | 5.0 | $5.9M | 51k | 115.00 | |
| Avery Dennison Corporation (AVY) | 4.8 | $5.7M | 50k | 113.57 | |
| Baxter International (BAX) | 4.8 | $5.7M | 65k | 87.47 | |
| Travelers Companies (TRV) | 4.7 | $5.5M | 37k | 148.68 | |
| Fiserv (FI) | 4.7 | $5.5M | 53k | 103.60 | |
| Danaher Corporation (DHR) | 4.6 | $5.4M | 38k | 144.44 | |
| Broadridge Financial Solutions (BR) | 4.6 | $5.4M | 43k | 124.42 | |
| Vulcan Materials Company (VMC) | 4.5 | $5.4M | 35k | 151.24 | |
| Cintas Corporation (CTAS) | 4.5 | $5.3M | 20k | 268.11 | |
| Valero Energy Corporation (VLO) | 4.4 | $5.2M | 61k | 85.24 | |
| PerkinElmer (RVTY) | 4.3 | $5.1M | 60k | 85.16 | |
| Global Payments (GPN) | 4.3 | $5.1M | 32k | 159.00 | |
| Fortive (FTV) | 4.2 | $5.0M | 73k | 68.57 | |
| Skechers USA (SKX) | 4.1 | $4.8M | 129k | 37.35 | |
| Raymond James Financial (RJF) | 4.0 | $4.7M | 57k | 82.45 | |
| Agilent Technologies Inc C ommon (A) | 3.9 | $4.6M | 61k | 76.63 | |
| TD Ameritrade Holding | 3.8 | $4.5M | 96k | 46.70 | |
| Adobe Systems Incorporated (ADBE) | 3.2 | $3.8M | 14k | 276.25 | |
| Halyard Health (AVNS) | 2.7 | $3.2M | 85k | 37.46 | |
| Zebra Technologies (ZBRA) | 2.1 | $2.4M | 12k | 206.38 | |
| Stericycle (SRCL) | 0.5 | $541k | 11k | 50.90 | |
| Marriott International (MAR) | 0.2 | $286k | 2.3k | 124.56 |
