Palmer Knight as of June 30, 2021
Portfolio Holdings for Palmer Knight
Palmer Knight holds 27 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Capital One Financial (COF) | 5.4 | $9.9M | 64k | 154.69 | |
| Microsoft Corporation (MSFT) | 4.8 | $8.7M | 32k | 270.89 | |
| Adobe Systems Incorporated (ADBE) | 4.6 | $8.4M | 14k | 585.63 | |
| Home Depot (HD) | 4.5 | $8.2M | 26k | 318.90 | |
| Paychex (PAYX) | 4.5 | $8.2M | 76k | 107.30 | |
| PerkinElmer (RVTY) | 4.5 | $8.1M | 53k | 154.41 | |
| Waste Management (WM) | 4.4 | $8.1M | 58k | 140.10 | |
| Aptiv SHS | 4.4 | $8.0M | 51k | 157.33 | |
| Agilent Technologies Inc C ommon (A) | 4.2 | $7.6M | 52k | 147.82 | |
| Apple (AAPL) | 4.2 | $7.6M | 56k | 136.96 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 4.2 | $7.6M | 14k | 529.49 | |
| Travelers Companies (TRV) | 4.1 | $7.5M | 50k | 149.71 | |
| Danaher Corporation (DHR) | 4.1 | $7.4M | 28k | 268.35 | |
| Avery Dennison Corporation (AVY) | 4.0 | $7.3M | 35k | 210.25 | |
| Broadridge Financial Solutions (BR) | 4.0 | $7.2M | 45k | 161.53 | |
| Raymond James Financial (RJF) | 3.9 | $7.1M | 54k | 129.90 | |
| Skechers U S A Cl A | 3.8 | $6.8M | 137k | 49.83 | |
| Vulcan Materials Company (VMC) | 3.7 | $6.7M | 39k | 174.08 | |
| Cintas Corporation (CTAS) | 3.7 | $6.7M | 18k | 382.01 | |
| Fiserv (FI) | 3.5 | $6.4M | 60k | 106.90 | |
| Honeywell International (HON) | 3.5 | $6.4M | 29k | 219.34 | |
| Fortive (FTV) | 3.4 | $6.2M | 90k | 69.74 | |
| Walt Disney Company (DIS) | 3.3 | $6.1M | 35k | 175.76 | |
| Global Payments (GPN) | 3.1 | $5.6M | 30k | 187.54 | |
| Vontier Corporation (VNT) | 1.8 | $3.2M | 98k | 32.58 | |
| Stericycle (SRCL) | 0.3 | $617k | 8.6k | 71.51 | |
| Marriott Intl Cl A (MAR) | 0.2 | $313k | 2.3k | 136.32 |
