Palmer Knight as of June 30, 2026
Portfolio Holdings for Palmer Knight
Palmer Knight holds 36 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applied Materials (AMAT) | 6.3 | $17M | 23k | 723.00 | |
| Caterpillar (CAT) | 5.1 | $13M | 12k | 1064.90 | |
| Fortinet (FTNT) | 4.8 | $12M | 81k | 153.62 | |
| Texas Instruments Incorporated (TXN) | 4.1 | $11M | 35k | 298.07 | |
| Home Depot (HD) | 4.0 | $10M | 30k | 352.68 | |
| JPMorgan Chase & Co. (JPM) | 3.9 | $10M | 31k | 327.33 | |
| Trane Technologies SHS (TT) | 3.9 | $10M | 20k | 491.16 | |
| Travelers Companies (TRV) | 3.8 | $10M | 30k | 330.12 | |
| Ametek (AME) | 3.7 | $9.6M | 40k | 241.94 | |
| Vulcan Materials Company (VMC) | 3.6 | $9.5M | 32k | 295.01 | |
| Anthem (ELV) | 3.3 | $8.6M | 22k | 386.73 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $8.5M | 24k | 357.37 | |
| Exxon Mobil Corporation (XOM) | 3.3 | $8.5M | 62k | 136.72 | |
| Amazon (AMZN) | 3.3 | $8.5M | 36k | 238.34 | |
| Cintas Corporation (CTAS) | 3.2 | $8.4M | 50k | 170.08 | |
| Waste Management (WM) | 3.2 | $8.3M | 37k | 222.88 | |
| Apple (AAPL) | 3.1 | $8.1M | 28k | 289.36 | |
| Masco Corporation (MAS) | 3.1 | $8.0M | 99k | 81.37 | |
| Capital One Financial (COF) | 3.1 | $7.9M | 40k | 200.62 | |
| Microsoft Corporation (MSFT) | 2.9 | $7.6M | 21k | 373.02 | |
| Robinhood Mkts Com Cl A (HOOD) | 2.9 | $7.6M | 76k | 100.28 | |
| Meta Platforms Cl A (META) | 2.9 | $7.4M | 13k | 563.29 | |
| Raymond James Financial (RJF) | 2.5 | $6.5M | 43k | 152.03 | |
| Lennar Corp Cl A (LEN) | 2.3 | $6.1M | 67k | 90.49 | |
| Kroger (KR) | 2.2 | $5.7M | 103k | 55.53 | |
| International Business Machines (IBM) | 1.9 | $5.0M | 18k | 281.21 | |
| Honeywell International (HON) | 1.9 | $4.9M | 22k | 223.90 | |
| Honeywell Aerospace (HONA) | 1.9 | $4.9M | 22k | 221.08 | |
| Adobe Systems Incorporated (ADBE) | 1.8 | $4.6M | 22k | 205.02 | |
| Solstice Advanced Matls Com Shs (SOLS) | 1.6 | $4.2M | 48k | 88.60 | |
| NVIDIA Corporation (NVDA) | 1.3 | $3.4M | 17k | 200.09 | |
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 1.1 | $2.9M | 17k | 170.86 | |
| Marriott Intl Cl A (MAR) | 0.3 | $849k | 2.3k | 370.59 | |
| UnitedHealth (UNH) | 0.2 | $409k | 985.00 | 415.63 | |
| Cheniere Energy Com New (LNG) | 0.1 | $299k | 1.3k | 239.01 | |
| Ameris Ban (ABCB) | 0.1 | $281k | 3.1k | 90.26 |
