Palmer Knight as of March 31, 2023
Portfolio Holdings for Palmer Knight
Palmer Knight holds 31 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Travelers Companies (TRV) | 4.3 | $6.8M | 40k | 171.41 | |
| Microsoft Corporation (MSFT) | 4.3 | $6.7M | 23k | 288.30 | |
| Apple (AAPL) | 4.3 | $6.7M | 41k | 164.90 | |
| Fiserv (FI) | 4.1 | $6.5M | 58k | 113.03 | |
| Cintas Corporation (CTAS) | 4.1 | $6.5M | 14k | 462.68 | |
| Fortinet (FTNT) | 4.1 | $6.4M | 96k | 66.46 | |
| Waste Management (WM) | 4.0 | $6.3M | 38k | 163.17 | |
| Raymond James Financial (RJF) | 3.6 | $5.7M | 61k | 93.27 | |
| Adobe Systems Incorporated (ADBE) | 3.5 | $5.6M | 15k | 385.37 | |
| Aptiv SHS | 3.5 | $5.6M | 50k | 112.19 | |
| Paychex (PAYX) | 3.5 | $5.5M | 48k | 114.59 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 3.5 | $5.4M | 17k | 318.00 | |
| Fortive (FTV) | 3.4 | $5.4M | 79k | 68.17 | |
| Applied Materials (AMAT) | 3.4 | $5.3M | 43k | 122.83 | |
| Avery Dennison Corporation (AVY) | 3.3 | $5.2M | 29k | 178.93 | |
| PerkinElmer (RVTY) | 3.3 | $5.2M | 39k | 133.26 | |
| Honeywell International (HON) | 3.3 | $5.2M | 27k | 191.12 | |
| Broadridge Financial Solutions (BR) | 3.3 | $5.2M | 35k | 146.57 | |
| Kroger (KR) | 3.2 | $5.0M | 101k | 49.37 | |
| Amazon (AMZN) | 3.1 | $4.9M | 47k | 103.29 | |
| Danaher Corporation (DHR) | 3.1 | $4.9M | 19k | 252.04 | |
| Agilent Technologies Inc C ommon (A) | 3.1 | $4.8M | 35k | 138.34 | |
| Texas Instruments Incorporated (TXN) | 3.0 | $4.8M | 26k | 186.01 | |
| Vulcan Materials Company (VMC) | 3.0 | $4.8M | 28k | 171.56 | |
| Home Depot (HD) | 3.0 | $4.7M | 16k | 295.12 | |
| Capital One Financial (COF) | 3.0 | $4.7M | 48k | 96.16 | |
| Starbucks Corporation (SBUX) | 2.8 | $4.5M | 43k | 104.13 | |
| Dow (DOW) | 2.7 | $4.3M | 78k | 54.82 | |
| JPMorgan Chase & Co. (JPM) | 2.7 | $4.2M | 32k | 130.31 | |
| Marriott Intl Cl A (MAR) | 0.2 | $381k | 2.3k | 166.04 | |
| Stericycle (SRCL) | 0.2 | $376k | 8.6k | 43.61 |
