Palmer Knight as of Sept. 30, 2025
Portfolio Holdings for Palmer Knight
Palmer Knight holds 33 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 4.6 | $9.6M | 38k | 254.63 | |
| Raymond James Financial (RJF) | 4.4 | $9.3M | 54k | 172.60 | |
| Microsoft Corporation (MSFT) | 4.4 | $9.3M | 18k | 517.95 | |
| Amazon (AMZN) | 4.4 | $9.3M | 42k | 219.57 | |
| Danaher Corporation (DHR) | 4.3 | $9.1M | 46k | 198.26 | |
| Home Depot (HD) | 4.1 | $8.6M | 21k | 405.20 | |
| Lennar Corp Cl A (LEN) | 4.0 | $8.5M | 67k | 126.04 | |
| Waste Management (WM) | 4.0 | $8.4M | 38k | 220.83 | |
| Fiserv (FI) | 3.9 | $8.2M | 64k | 128.93 | |
| JPMorgan Chase & Co. (JPM) | 3.9 | $8.2M | 26k | 315.43 | |
| Capital One Financial (COF) | 3.8 | $8.0M | 38k | 212.58 | |
| Paychex (PAYX) | 3.7 | $7.7M | 61k | 126.76 | |
| Travelers Companies (TRV) | 3.6 | $7.6M | 27k | 279.22 | |
| Vulcan Materials Company (VMC) | 3.6 | $7.5M | 24k | 307.62 | |
| Adobe Systems Incorporated (ADBE) | 3.5 | $7.4M | 21k | 352.75 | |
| Honeywell International (HON) | 3.5 | $7.4M | 35k | 210.50 | |
| Cintas Corporation (CTAS) | 3.5 | $7.4M | 36k | 205.26 | |
| Applied Materials (AMAT) | 3.4 | $7.2M | 35k | 204.74 | |
| Fortinet (FTNT) | 3.4 | $7.1M | 85k | 84.08 | |
| Caterpillar (CAT) | 3.3 | $7.1M | 15k | 477.15 | |
| Broadridge Financial Solutions (BR) | 3.3 | $7.0M | 30k | 238.17 | |
| Kroger (KR) | 3.3 | $6.9M | 103k | 67.41 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 3.1 | $6.5M | 22k | 297.16 | |
| Avery Dennison Corporation (AVY) | 3.0 | $6.4M | 40k | 162.17 | |
| Trane Technologies SHS (TT) | 2.8 | $6.0M | 14k | 421.96 | |
| Texas Instruments Incorporated (TXN) | 2.8 | $5.9M | 32k | 183.73 | |
| NVIDIA Corporation (NVDA) | 2.0 | $4.1M | 22k | 186.58 | |
| Anthem (ELV) | 1.6 | $3.3M | 10k | 323.12 | |
| Marriott Intl Cl A (MAR) | 0.3 | $596k | 2.3k | 260.44 | |
| UnitedHealth (UNH) | 0.2 | $340k | 985.00 | 345.30 | |
| Oracle Corporation (ORCL) | 0.1 | $297k | 1.1k | 281.24 | |
| Cheniere Energy Com New (LNG) | 0.1 | $294k | 1.3k | 234.98 | |
| Ameris Ban (ABCB) | 0.1 | $228k | 3.1k | 73.31 |
