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 |
