Palmer Knight as of March 31, 2026
Portfolio Holdings for Palmer Knight
Palmer Knight holds 32 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Exxon Mobil Corporation (XOM) | 5.3 | $11M | 64k | 169.66 | |
| Applied Materials (AMAT) | 4.9 | $10M | 30k | 341.79 | |
| Travelers Companies (TRV) | 4.4 | $9.1M | 31k | 291.68 | |
| Caterpillar (CAT) | 4.4 | $9.0M | 13k | 708.46 | |
| Texas Instruments Incorporated (TXN) | 4.3 | $8.8M | 46k | 194.14 | |
| Trane Technologies SHS (TT) | 4.3 | $8.7M | 21k | 416.74 | |
| Waste Management (WM) | 4.3 | $8.7M | 38k | 229.79 | |
| Honeywell International (HON) | 4.1 | $8.4M | 37k | 226.03 | |
| JPMorgan Chase & Co. (JPM) | 3.8 | $7.8M | 27k | 294.16 | |
| Home Depot (HD) | 3.8 | $7.8M | 24k | 328.90 | |
| Microsoft Corporation (MSFT) | 3.8 | $7.8M | 21k | 370.17 | |
| Kroger (KR) | 3.7 | $7.6M | 105k | 72.36 | |
| Amazon (AMZN) | 3.7 | $7.6M | 36k | 208.27 | |
| Danaher Corporation (DHR) | 3.7 | $7.6M | 40k | 189.60 | |
| Vulcan Materials Company (VMC) | 3.6 | $7.5M | 27k | 272.30 | |
| Cintas Corporation (CTAS) | 3.6 | $7.3M | 43k | 169.14 | |
| Apple (AAPL) | 3.5 | $7.3M | 29k | 253.79 | |
| Ametek (AME) | 3.4 | $7.0M | 33k | 214.36 | |
| Fortinet (FTNT) | 3.3 | $6.8M | 83k | 81.72 | |
| Capital One Financial (COF) | 3.3 | $6.7M | 37k | 182.43 | |
| Anthem (ELV) | 3.2 | $6.6M | 23k | 292.75 | |
| Raymond James Financial (RJF) | 3.1 | $6.3M | 44k | 144.79 | |
| Masco Corporation (MAS) | 3.0 | $6.1M | 101k | 60.37 | |
| Lennar Corp Cl A (LEN) | 2.9 | $6.0M | 69k | 86.84 | |
| Adobe Systems Incorporated (ADBE) | 2.7 | $5.5M | 23k | 243.08 | |
| Solstice Advanced Matls Com Shs (SOLS) | 1.8 | $3.7M | 49k | 76.16 | |
| Meta Platforms Cl A (META) | 1.7 | $3.6M | 6.3k | 572.13 | |
| NVIDIA Corporation (NVDA) | 1.5 | $3.1M | 18k | 174.40 | |
| Marriott Intl Cl A (MAR) | 0.4 | $749k | 2.3k | 327.07 | |
| Cheniere Energy Com New (LNG) | 0.2 | $355k | 1.3k | 283.76 | |
| UnitedHealth (UNH) | 0.1 | $267k | 985.00 | 270.59 | |
| Ameris Ban (ABCB) | 0.1 | $243k | 3.1k | 77.99 |
