Palmer Knight as of March 31, 2022
Portfolio Holdings for Palmer Knight
Palmer Knight holds 27 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Travelers Companies (TRV) | 5.2 | $6.6M | 36k | 182.73 | |
| Apple (AAPL) | 4.9 | $6.3M | 36k | 174.61 | |
| Raymond James Financial (RJF) | 4.8 | $6.1M | 55k | 109.91 | |
| Paychex (PAYX) | 4.7 | $6.0M | 44k | 136.48 | |
| PerkinElmer (RVTY) | 4.4 | $5.6M | 32k | 174.45 | |
| Microsoft Corporation (MSFT) | 4.4 | $5.6M | 18k | 308.29 | |
| Waste Management (WM) | 4.4 | $5.5M | 35k | 158.49 | |
| Fortinet (FTNT) | 4.3 | $5.4M | 16k | 341.71 | |
| Cintas Corporation (CTAS) | 4.2 | $5.4M | 13k | 425.36 | |
| Fiserv (FI) | 4.1 | $5.3M | 52k | 101.41 | |
| Adobe Systems Incorporated (ADBE) | 4.0 | $5.0M | 11k | 455.66 | |
| Danaher Corporation (DHR) | 4.0 | $5.0M | 17k | 293.35 | |
| Capital One Financial (COF) | 3.9 | $5.0M | 38k | 131.30 | |
| Broadridge Financial Solutions (BR) | 3.9 | $5.0M | 32k | 155.70 | |
| Honeywell International (HON) | 3.7 | $4.7M | 24k | 194.56 | |
| Skechers U S A Cl A (SKX) | 3.7 | $4.6M | 114k | 40.76 | |
| Avery Dennison Corporation (AVY) | 3.7 | $4.6M | 27k | 173.98 | |
| Vulcan Materials Company (VMC) | 3.6 | $4.5M | 25k | 183.70 | |
| Walt Disney Company (DIS) | 3.5 | $4.5M | 33k | 137.16 | |
| Applied Materials (AMAT) | 3.5 | $4.5M | 34k | 131.81 | |
| Fortive (FTV) | 3.4 | $4.3M | 71k | 60.93 | |
| Home Depot (HD) | 3.4 | $4.3M | 14k | 299.33 | |
| Agilent Technologies Inc C ommon (A) | 3.2 | $4.1M | 31k | 132.34 | |
| Aptiv SHS (APTV) | 3.2 | $4.1M | 34k | 119.72 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 3.0 | $3.8M | 9.2k | 413.71 | |
| Stericycle (SRCL) | 0.4 | $508k | 8.6k | 58.88 | |
| Marriott Intl Cl A (MAR) | 0.3 | $404k | 2.3k | 175.96 |
