Palmer Knight Co
33 holdingsFiling period: 2026-03-31Current AUM: $242.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | 63.8K | $10.8M | $9.9M | 4.09% | +9.8K | 2026-03-31 |
| 2 | XOM | EXXON MOBIL CORP | 63.8K | $10.8M | $9.9M | 4.09% | +9.8K | 2026-03-31 |
| 3 | AMAT | APPLIED MATLS INC | 29.6K | $10.1M | $15.0M | 6.20% | +214 | 2026-03-31 |
| 4 | TRV | TRAVELERS COMPANIES INC | 31.1K | $9.1M | $11.6M | 4.80% | +4.0K | 2026-03-31 |
| 5 | CAT | CATERPILLAR INC | 12.8K | $9.0M | $10.4M | 4.28% | +136 | 2026-03-31 |
| 6 | TXN | TEXAS INSTRS INC | 45.5K | $8.8M | $12.6M | 5.17% | +261 | 2026-03-31 |
| 7 | — | TRANE TECHNOLOGIES PLC | 20.9K | $8.7M | $8.7M | 3.60% | +6.7K | 2026-03-31 |
| 8 | WM | WASTE MGMT INC DEL | 38.0K | $8.7M | $8.6M | 3.54% | -108 | 2026-03-31 |
| 9 | HON | HONEYWELL INTL INC | 37.0K | $8.4M | $4.5M | 1.85% | +1.6K | 2026-03-31 |
| 10 | JPM | JPMORGAN CHASE & CO | 26.6K | $7.8M | $9.4M | 3.86% | +800 | 2026-03-31 |
| 11 | HD | HOME DEPOT INC | 23.7K | $7.8M | $7.9M | 3.24% | -840 | 2026-03-31 |
| 12 | MSFT | MICROSOFT CORP | 21.0K | $7.8M | $9.8M | 4.02% | +7.0K | 2026-03-31 |
| 13 | KR | KROGER CO | 104.8K | $7.6M | $6.1M | 2.49% | +2.3K | 2026-03-31 |
| 14 | AMZN | AMAZON COM INC | 36.3K | $7.6M | $9.9M | 4.06% | +1.9K | 2026-03-31 |
| 15 | DHR | DANAHER CORP DEL | 39.8K | $7.6M | $7.8M | 3.20% | +2.3K | 2026-03-31 |
| 16 | VMC | VULCAN MATLS CO | 27.4K | $7.5M | $7.4M | 3.03% | +6.8K | 2026-03-31 |
| 17 | CTAS | CINTAS CORP | 43.1K | $7.3M | $8.8M | 3.64% | +1.5K | 2026-03-31 |
| 18 | AAPL | APPLE INC | 28.6K | $7.3M | $8.8M | 3.64% | -352 | 2026-03-31 |
| 19 | AME | AMETEK INC | 32.8K | $7.0M | $7.9M | 3.27% | -- | 2026-03-31 |
| 20 | FTNT | FORTINET INC | 83.1K | $6.8M | $13.5M | 5.54% | -1,757 | 2026-03-31 |
| 21 | COF | CAPITAL ONE FINL CORP | 36.5K | $6.7M | $7.6M | 3.14% | -1,304 | 2026-03-31 |
| 22 | ELV | ELEVANCE HEALTH INC FORMERLY | 22.7K | $6.6M | $8.5M | 3.51% | +2.2K | 2026-03-31 |
| 23 | RJF | RAYMOND JAMES FINL INC | 43.8K | $6.3M | $7.7M | 3.17% | -561 | 2026-03-31 |
| 24 | MAS | MASCO CORP | 101.0K | $6.1M | $7.2M | 2.98% | -- | 2026-03-31 |
| 25 | LEN | LENNAR CORP | 68.9K | $6.0M | $5.7M | 2.34% | +1.6K | 2026-03-31 |
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