Palmer Knight as of June 30, 2020
Portfolio Holdings for Palmer Knight
Palmer Knight holds 26 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.4 | $7.0M | 19k | 364.77 | |
| Cintas Corporation (CTAS) | 4.7 | $6.1M | 23k | 266.36 | |
| Home Depot (HD) | 4.6 | $6.0M | 24k | 250.51 | |
| Adobe Systems Incorporated (ADBE) | 4.6 | $5.9M | 14k | 435.32 | |
| Microsoft Corporation (MSFT) | 4.6 | $5.9M | 29k | 203.50 | |
| Broadridge Financial Solutions (BR) | 4.4 | $5.7M | 45k | 126.20 | |
| Skechers U S A Cl A (SKX) | 4.4 | $5.7M | 182k | 31.38 | |
| PerkinElmer (RVTY) | 4.4 | $5.6M | 57k | 98.09 | |
| Paychex (PAYX) | 4.3 | $5.5M | 73k | 75.75 | |
| Danaher Corporation (DHR) | 4.2 | $5.4M | 31k | 176.82 | |
| Baxter International (BAX) | 4.2 | $5.4M | 62k | 86.10 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 4.1 | $5.3M | 21k | 255.93 | |
| Fortive (FTV) | 4.1 | $5.3M | 78k | 67.66 | |
| Agilent Technologies Inc C ommon (A) | 4.0 | $5.1M | 58k | 88.37 | |
| Avery Dennison Corporation (AVY) | 3.9 | $5.0M | 44k | 114.08 | |
| Fiserv (FI) | 3.9 | $5.0M | 52k | 97.62 | |
| Raymond James Financial (RJF) | 3.9 | $5.0M | 73k | 68.83 | |
| Global Payments (GPN) | 3.7 | $4.8M | 28k | 169.61 | |
| Honeywell International (HON) | 3.6 | $4.6M | 32k | 144.59 | |
| Travelers Companies (TRV) | 3.6 | $4.6M | 41k | 114.04 | |
| Waste Management (WM) | 3.6 | $4.6M | 44k | 105.91 | |
| Valero Energy Corporation (VLO) | 3.4 | $4.4M | 74k | 58.82 | |
| Vulcan Materials Company (VMC) | 3.3 | $4.3M | 37k | 115.84 | |
| Disney Walt Com Disney (DIS) | 3.0 | $3.8M | 35k | 111.51 | |
| Halyard Health (AVNS) | 1.5 | $1.9M | 66k | 29.40 | |
| Stericycle (SRCL) | 0.4 | $483k | 8.6k | 55.98 |
