Palmer Knight as of June 30, 2025
Portfolio Holdings for Palmer Knight
Palmer Knight holds 37 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 4.0 | $9.5M | 43k | 219.39 | |
| Danaher Corporation (DHR) | 4.0 | $9.3M | 47k | 197.54 | |
| Applied Materials (AMAT) | 4.0 | $9.3M | 51k | 183.07 | |
| Microsoft Corporation (MSFT) | 3.9 | $9.2M | 19k | 497.41 | |
| Paychex (PAYX) | 3.9 | $9.1M | 63k | 145.46 | |
| Waste Management (WM) | 3.8 | $9.0M | 39k | 228.82 | |
| Starbucks Corporation (SBUX) | 3.8 | $8.8M | 96k | 91.63 | |
| Fiserv (FI) | 3.7 | $8.7M | 50k | 172.41 | |
| Raymond James Financial (RJF) | 3.6 | $8.5M | 56k | 153.37 | |
| Honeywell International (HON) | 3.6 | $8.4M | 36k | 232.88 | |
| Adobe Systems Incorporated (ADBE) | 3.6 | $8.4M | 22k | 386.88 | |
| Capital One Financial (COF) | 3.5 | $8.3M | 39k | 212.76 | |
| Cintas Corporation (CTAS) | 3.5 | $8.3M | 37k | 222.87 | |
| Home Depot (HD) | 3.4 | $8.0M | 22k | 366.65 | |
| Apple (AAPL) | 3.4 | $8.0M | 39k | 205.17 | |
| JPMorgan Chase & Co. (JPM) | 3.3 | $7.7M | 27k | 289.91 | |
| Kroger (KR) | 3.2 | $7.5M | 105k | 71.73 | |
| Travelers Companies (TRV) | 3.2 | $7.5M | 28k | 267.54 | |
| Broadridge Financial Solutions (BR) | 3.1 | $7.4M | 30k | 243.03 | |
| Fortinet (FTNT) | 3.1 | $7.3M | 69k | 105.72 | |
| Lululemon Athletica (LULU) | 3.1 | $7.3M | 31k | 237.58 | |
| Avery Dennison Corporation (AVY) | 3.0 | $7.1M | 41k | 175.47 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 3.0 | $6.9M | 23k | 308.36 | |
| Vulcan Materials Company (VMC) | 2.8 | $6.5M | 25k | 260.82 | |
| Trane Technologies SHS (TT) | 2.7 | $6.4M | 15k | 437.41 | |
| Caterpillar (CAT) | 2.5 | $5.9M | 15k | 388.21 | |
| Texas Instruments Incorporated (TXN) | 2.5 | $5.8M | 28k | 207.62 | |
| Lennar Corp Cl A (LEN) | 2.4 | $5.6M | 50k | 110.61 | |
| NVIDIA Corporation (NVDA) | 1.8 | $4.2M | 27k | 157.99 | |
| Anthem (ELV) | 1.7 | $4.1M | 11k | 388.96 | |
| Fortive (FTV) | 1.6 | $3.8M | 73k | 52.13 | |
| Ralliant Corp (RAL) | 0.5 | $1.2M | 24k | 48.49 | |
| Marriott Intl Cl A (MAR) | 0.3 | $626k | 2.3k | 273.21 | |
| UnitedHealth (UNH) | 0.1 | $307k | 985.00 | 311.97 | |
| Cheniere Energy Com New (LNG) | 0.1 | $305k | 1.3k | 243.52 | |
| Oracle Corporation (ORCL) | 0.1 | $231k | 1.1k | 218.63 | |
| Ameris Ban (ABCB) | 0.1 | $201k | 3.1k | 64.70 |
