Palmer Knight as of Dec. 31, 2024
Portfolio Holdings for Palmer Knight
Palmer Knight holds 33 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 4.9 | $11M | 50k | 219.39 | |
| Apple (AAPL) | 4.7 | $10M | 42k | 250.42 | |
| Fiserv (FI) | 4.5 | $10M | 49k | 205.42 | |
| Danaher Corporation (DHR) | 4.3 | $9.6M | 42k | 229.55 | |
| Fortinet (FTNT) | 4.0 | $9.0M | 95k | 94.48 | |
| Paychex (PAYX) | 4.0 | $8.9M | 64k | 140.22 | |
| Raymond James Financial (RJF) | 4.0 | $8.9M | 57k | 155.33 | |
| Capital One Financial (COF) | 3.9 | $8.8M | 49k | 178.32 | |
| Travelers Companies (TRV) | 3.9 | $8.8M | 36k | 240.89 | |
| Home Depot (HD) | 3.8 | $8.5M | 22k | 389.00 | |
| Lululemon Athletica (LULU) | 3.8 | $8.5M | 22k | 382.41 | |
| Cintas Corporation (CTAS) | 3.8 | $8.4M | 46k | 182.70 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 3.7 | $8.3M | 22k | 386.22 | |
| Honeywell International (HON) | 3.7 | $8.3M | 37k | 225.89 | |
| JPMorgan Chase & Co. (JPM) | 3.6 | $8.1M | 34k | 239.71 | |
| Waste Management (WM) | 3.6 | $8.1M | 40k | 201.79 | |
| Microsoft Corporation (MSFT) | 3.6 | $8.0M | 19k | 421.50 | |
| Starbucks Corporation (SBUX) | 3.1 | $7.0M | 77k | 91.25 | |
| Broadridge Financial Solutions (BR) | 3.1 | $7.0M | 31k | 226.09 | |
| Kroger (KR) | 2.9 | $6.6M | 107k | 61.15 | |
| Vulcan Materials Company (VMC) | 2.9 | $6.5M | 25k | 257.23 | |
| Adobe Systems Incorporated (ADBE) | 2.9 | $6.4M | 15k | 444.68 | |
| Applied Materials (AMAT) | 2.8 | $6.2M | 38k | 162.63 | |
| Avery Dennison Corporation (AVY) | 2.6 | $5.8M | 31k | 187.13 | |
| Fortive (FTV) | 2.5 | $5.6M | 74k | 75.00 | |
| Trane Technologies SHS (TT) | 2.5 | $5.5M | 15k | 369.35 | |
| Texas Instruments Incorporated (TXN) | 2.4 | $5.3M | 28k | 187.51 | |
| Anthem (ELV) | 1.8 | $4.0M | 11k | 368.90 | |
| NVIDIA Corporation (NVDA) | 1.6 | $3.6M | 27k | 134.29 | |
| Veralto Corp Com Shs (VLTO) | 0.3 | $780k | 7.7k | 101.85 | |
| Marriott Intl Cl A (MAR) | 0.3 | $640k | 2.3k | 278.94 | |
| UnitedHealth (UNH) | 0.2 | $498k | 985.00 | 505.86 | |
| Cheniere Energy Com New (LNG) | 0.1 | $269k | 1.3k | 214.87 |
