Palmer Knight as of March 31, 2024
Portfolio Holdings for Palmer Knight
Palmer Knight holds 33 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 4.4 | $9.1M | 51k | 180.38 | |
| Capital One Financial (COF) | 4.3 | $8.8M | 59k | 148.89 | |
| Waste Management (WM) | 4.2 | $8.6M | 40k | 213.15 | |
| Travelers Companies (TRV) | 4.1 | $8.4M | 37k | 230.14 | |
| Home Depot (HD) | 4.1 | $8.3M | 22k | 383.61 | |
| Raymond James Financial (RJF) | 4.0 | $8.3M | 65k | 128.42 | |
| Microsoft Corporation (MSFT) | 3.9 | $8.1M | 19k | 420.72 | |
| Cintas Corporation (CTAS) | 3.9 | $8.0M | 12k | 687.03 | |
| Applied Materials (AMAT) | 3.9 | $7.9M | 38k | 206.23 | |
| Fiserv (FI) | 3.8 | $7.8M | 49k | 159.82 | |
| Paychex (PAYX) | 3.8 | $7.7M | 63k | 122.80 | |
| Danaher Corporation (DHR) | 3.7 | $7.6M | 31k | 249.72 | |
| Fortinet (FTNT) | 3.7 | $7.5M | 110k | 68.31 | |
| Honeywell International (HON) | 3.6 | $7.5M | 36k | 205.25 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 3.5 | $7.3M | 24k | 301.44 | |
| Apple (AAPL) | 3.5 | $7.2M | 42k | 171.48 | |
| Adobe Systems Incorporated (ADBE) | 3.5 | $7.1M | 14k | 504.60 | |
| Avery Dennison Corporation (AVY) | 3.4 | $6.9M | 31k | 223.25 | |
| Vulcan Materials Company (VMC) | 3.3 | $6.9M | 25k | 272.92 | |
| Starbucks Corporation (SBUX) | 3.3 | $6.8M | 75k | 91.39 | |
| JPMorgan Chase & Co. (JPM) | 3.3 | $6.8M | 34k | 200.30 | |
| Broadridge Financial Solutions (BR) | 3.1 | $6.3M | 31k | 204.86 | |
| Fortive (FTV) | 3.0 | $6.2M | 72k | 86.02 | |
| Kroger (KR) | 3.0 | $6.1M | 107k | 57.13 | |
| Anthem (ELV) | 2.6 | $5.4M | 10k | 518.54 | |
| Dow (DOW) | 2.4 | $4.9M | 85k | 57.93 | |
| Texas Instruments Incorporated (TXN) | 2.4 | $4.9M | 28k | 174.21 | |
| Aptiv SHS | 2.0 | $4.1M | 52k | 79.65 | |
| NVIDIA Corporation (NVDA) | 1.3 | $2.7M | 3.0k | 903.56 | |
| Veralto Corp Com Shs (VLTO) | 0.3 | $624k | 7.0k | 88.66 | |
| Marriott Intl Cl A (MAR) | 0.3 | $579k | 2.3k | 252.31 | |
| UnitedHealth (UNH) | 0.2 | $487k | 985.00 | 494.70 | |
| Stericycle (SRCL) | 0.2 | $402k | 7.6k | 52.75 |
