Palmer Knight Co
38 holdingsFiling period: 2026-06-30Current AUM: $268.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | 22.8K | $16.5M | $9.6M | 3.58% | -6,836 | 2026-06-30 |
| 2 | CAT | CATERPILLAR INC | 12.4K | $13.2M | $9.7M | 3.63% | -328 | 2026-06-30 |
| 3 | FTNT | FORTINET INC | 80.7K | $12.4M | $13.9M | 5.18% | -2,425 | 2026-06-30 |
| 4 | TXN | TEXAS INSTRS INC | 35.4K | $10.6M | $9.3M | 3.48% | -10,070 | 2026-06-30 |
| 5 | HD | HOME DEPOT INC | 29.6K | $10.4M | $9.0M | 3.37% | +5.9K | 2026-06-30 |
| 6 | JPM | JPMORGAN CHASE & CO | 30.8K | $10.1M | $10.9M | 4.05% | +4.2K | 2026-06-30 |
| 7 | — | TRANE TECHNOLOGIES PLC | 20.4K | $10.0M | $10.0M | 3.74% | -499 | 2026-06-30 |
| 8 | TRV | TRAVELERS COMPANIES INC | 30.2K | $10.0M | $11.4M | 4.26% | -873 | 2026-06-30 |
| 9 | AME | AMETEK INC | 39.8K | $9.6M | $9.3M | 3.48% | +7.0K | 2026-06-30 |
| 10 | VMC | VULCAN MATLS CO | 32.1K | $9.5M | $8.0M | 2.98% | +4.6K | 2026-06-30 |
| 11 | ELV | ELEVANCE HEALTH INC FORMERLY | 22.2K | $8.6M | $9.3M | 3.45% | -512 | 2026-06-30 |
| 12 | GOOGL | ALPHABET INC | 23.8K | $8.5M | $8.2M | 3.06% | -- | 2026-06-30 |
| 13 | XOM | EXXON MOBIL CORP | 62.3K | $8.5M | $10.5M | 3.93% | -1,540 | 2026-06-30 |
| 14 | XOM | EXXON MOBIL CORP | 62.3K | $8.5M | $10.5M | 3.93% | -1,540 | 2026-06-30 |
| 15 | AMZN | AMAZON COM INC | 35.5K | $8.5M | $8.8M | 3.29% | -787 | 2026-06-30 |
| 16 | CTAS | CINTAS CORP | 49.5K | $8.4M | $9.8M | 3.67% | +6.4K | 2026-06-30 |
| 17 | WM | WASTE MGMT INC DEL | 37.2K | $8.3M | $8.1M | 3.01% | -798 | 2026-06-30 |
| 18 | AAPL | APPLE INC | 27.9K | $8.1M | $9.2M | 3.45% | -738 | 2026-06-30 |
| 19 | MAS | MASCO CORP | 98.5K | $8.0M | $6.8M | 2.53% | -2,527 | 2026-06-30 |
| 20 | COF | CAPITAL ONE FINL CORP | 39.6K | $7.9M | $8.2M | 3.05% | +3.1K | 2026-06-30 |
| 21 | MSFT | MICROSOFT CORP | 20.5K | $7.6M | $10.2M | 3.80% | -504 | 2026-06-30 |
| 22 | HOOD | ROBINHOOD MKTS INC | 76.2K | $7.6M | $8.4M | 3.14% | -- | 2026-06-30 |
| 23 | META | META PLATFORMS INC | 13.2K | $7.4M | $8.8M | 3.29% | +6.9K | 2026-06-30 |
| 24 | RJF | RAYMOND JAMES FINL INC | 42.8K | $6.5M | $7.2M | 2.69% | -1,010 | 2026-06-30 |
| 25 | LEN | LENNAR CORP | 67.3K | $6.1M | $5.4M | 2.01% | -1,612 | 2026-06-30 |
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