Palmer Knight as of Dec. 31, 2019
Portfolio Holdings for Palmer Knight
Palmer Knight holds 24 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paychex (PAYX) | 5.4 | $6.5M | 76k | 85.06 | |
| Apple (AAPL) | 5.3 | $6.4M | 22k | 293.66 | |
| Fiserv (FI) | 5.1 | $6.1M | 53k | 115.63 | |
| Home Depot (HD) | 5.0 | $6.0M | 27k | 218.38 | |
| Broadridge Financial Solutions (BR) | 4.9 | $5.9M | 48k | 123.55 | |
| Global Payments (GPN) | 4.9 | $5.8M | 32k | 182.56 | |
| PerkinElmer (RVTY) | 4.9 | $5.8M | 60k | 97.09 | |
| Waste Management (WM) | 4.9 | $5.8M | 51k | 113.95 | |
| Danaher Corporation (DHR) | 4.8 | $5.8M | 38k | 153.48 | |
| Travelers Companies (TRV) | 4.8 | $5.7M | 42k | 136.95 | |
| Valero Energy Corporation (VLO) | 4.8 | $5.7M | 61k | 93.65 | |
| Fortive (FTV) | 4.7 | $5.6M | 73k | 76.39 | |
| Skechers USA (SKX) | 4.6 | $5.5M | 128k | 43.19 | |
| Vulcan Materials Company (VMC) | 4.6 | $5.5M | 38k | 143.99 | |
| Baxter International (BAX) | 4.5 | $5.4M | 65k | 83.62 | |
| Cintas Corporation (CTAS) | 4.5 | $5.3M | 20k | 269.10 | |
| Agilent Technologies Inc C ommon (A) | 4.3 | $5.2M | 60k | 85.32 | |
| Avery Dennison Corporation (AVY) | 4.3 | $5.1M | 39k | 130.81 | |
| Raymond James Financial (RJF) | 4.2 | $5.1M | 57k | 89.46 | |
| Adobe Systems Incorporated (ADBE) | 3.8 | $4.6M | 14k | 329.83 | |
| Zebra Technologies (ZBRA) | 2.5 | $3.0M | 12k | 255.48 | |
| Halyard Health (AVNS) | 2.4 | $2.9M | 85k | 33.70 | |
| Stericycle (SRCL) | 0.6 | $678k | 11k | 63.79 | |
| Marriott International (MAR) | 0.3 | $348k | 2.3k | 151.57 |
