Palmer Knight as of Dec. 31, 2021
Portfolio Holdings for Palmer Knight
Palmer Knight holds 29 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.0 | $11M | 32k | 336.31 | |
| Home Depot (HD) | 4.9 | $11M | 25k | 415.01 | |
| PerkinElmer (RVTY) | 4.9 | $11M | 52k | 201.06 | |
| Paychex (PAYX) | 4.9 | $10M | 76k | 136.50 | |
| Apple (AAPL) | 4.8 | $10M | 58k | 177.56 | |
| Waste Management (WM) | 4.5 | $9.6M | 58k | 166.90 | |
| Capital One Financial (COF) | 4.4 | $9.3M | 64k | 145.09 | |
| Danaher Corporation (DHR) | 4.2 | $9.0M | 27k | 329.02 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 4.1 | $8.9M | 15k | 595.22 | |
| Cintas Corporation (CTAS) | 4.1 | $8.7M | 20k | 443.17 | |
| Aptiv SHS (APTV) | 4.0 | $8.7M | 53k | 164.95 | |
| Broadridge Financial Solutions (BR) | 4.0 | $8.6M | 47k | 182.83 | |
| Raymond James Financial (RJF) | 4.0 | $8.5M | 84k | 100.40 | |
| Vulcan Materials Company (VMC) | 4.0 | $8.5M | 41k | 207.58 | |
| Applied Materials (AMAT) | 3.9 | $8.4M | 54k | 157.36 | |
| Travelers Companies (TRV) | 3.9 | $8.3M | 53k | 156.43 | |
| Agilent Technologies Inc C ommon (A) | 3.9 | $8.2M | 52k | 159.65 | |
| Adobe Systems Incorporated (ADBE) | 3.8 | $8.2M | 14k | 567.09 | |
| Avery Dennison Corporation (AVY) | 3.7 | $7.8M | 36k | 216.57 | |
| Fortive (FTV) | 3.4 | $7.3M | 96k | 76.29 | |
| Fortinet (FTNT) | 3.4 | $7.3M | 20k | 359.41 | |
| Fiserv (FI) | 3.1 | $6.7M | 65k | 103.80 | |
| Honeywell International (HON) | 3.0 | $6.5M | 31k | 208.52 | |
| Skechers U S A Cl A (SKX) | 2.8 | $6.0M | 139k | 43.40 | |
| Walt Disney Company (DIS) | 2.7 | $5.7M | 37k | 154.88 | |
| Stericycle (SRCL) | 0.2 | $515k | 8.6k | 59.69 | |
| Marriott Intl Cl A (MAR) | 0.2 | $379k | 2.3k | 165.07 | |
| Bank of America Corporation (BAC) | 0.1 | $211k | 4.7k | 44.57 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $206k | 309.00 | 666.67 |
