Palmer Knight as of Dec. 31, 2025
Portfolio Holdings for Palmer Knight
Palmer Knight holds 32 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Capital One Financial (COF) | 4.8 | $9.2M | 38k | 242.36 | |
| Danaher Corporation (DHR) | 4.5 | $8.6M | 38k | 228.92 | |
| Home Depot (HD) | 4.4 | $8.4M | 25k | 344.11 | |
| Paychex (PAYX) | 4.4 | $8.4M | 75k | 112.18 | |
| Waste Management (WM) | 4.4 | $8.4M | 38k | 219.71 | |
| JPMorgan Chase & Co. (JPM) | 4.4 | $8.3M | 26k | 322.22 | |
| Adobe Systems Incorporated (ADBE) | 4.3 | $8.3M | 24k | 349.99 | |
| Amazon (AMZN) | 4.2 | $7.9M | 34k | 230.82 | |
| Apple (AAPL) | 4.1 | $7.9M | 29k | 271.86 | |
| Travelers Companies (TRV) | 4.1 | $7.9M | 27k | 290.06 | |
| Texas Instruments Incorporated (TXN) | 4.1 | $7.9M | 45k | 173.49 | |
| Cintas Corporation (CTAS) | 4.1 | $7.8M | 42k | 188.07 | |
| Applied Materials (AMAT) | 4.0 | $7.6M | 29k | 256.99 | |
| Caterpillar (CAT) | 3.8 | $7.2M | 13k | 572.87 | |
| Anthem (ELV) | 3.8 | $7.2M | 20k | 350.55 | |
| Raymond James Financial (RJF) | 3.7 | $7.1M | 44k | 160.59 | |
| Lennar Corp Cl A (LEN) | 3.6 | $6.9M | 67k | 102.80 | |
| Honeywell International (HON) | 3.6 | $6.9M | 35k | 195.09 | |
| Microsoft Corporation (MSFT) | 3.6 | $6.8M | 14k | 483.62 | |
| Fortinet (FTNT) | 3.5 | $6.7M | 85k | 79.41 | |
| Exxon Mobil Corporation (XOM) | 3.4 | $6.5M | 54k | 120.34 | |
| Kroger (KR) | 3.4 | $6.4M | 103k | 62.48 | |
| Vulcan Materials Company (VMC) | 3.1 | $5.9M | 21k | 285.22 | |
| Trane Technologies SHS (TT) | 2.9 | $5.5M | 14k | 389.20 | |
| Broadridge Financial Solutions (BR) | 2.9 | $5.5M | 25k | 223.17 | |
| NVIDIA Corporation (NVDA) | 1.7 | $3.3M | 18k | 186.50 | |
| Marriott Intl Cl A (MAR) | 0.4 | $711k | 2.3k | 310.24 | |
| Solstice Advanced Matls Com Shs (SOLS) | 0.2 | $426k | 8.8k | 48.58 | |
| UnitedHealth (UNH) | 0.2 | $325k | 985.00 | 330.11 | |
| Cheniere Energy Com New (LNG) | 0.1 | $243k | 1.3k | 194.39 | |
| Ameris Ban (ABCB) | 0.1 | $231k | 3.1k | 74.27 | |
| Oracle Corporation (ORCL) | 0.1 | $200k | 1.0k | 194.91 |
