Palmer Knight Co
CIK: 0001767735SEC EDGAR →
Portfolio Value
$190.5M
Holdings
32
As of
Q4 2025
New Positions
32
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CAPITAL ONE FINL CORP | 37,820 | $9.2M | 4.81% |
| 2 | DANAHER CORPORATION | 37,521 | $8.6M | 4.51% |
| 3 | HOME DEPOT INC | 24,548 | $8.4M | 4.43% |
| 4 | PAYCHEX INC | 74,776 | $8.4M | 4.40% |
| 5 | WASTE MGMT INC DEL | 38,063 | $8.4M | 4.39% |
| 6 | JPMORGAN CHASE & CO. | 25,816 | $8.3M | 4.37% |
| 7 | ADOBE INC | 23,656 | $8.3M | 4.35% |
| 8 | AMAZON COM INC | 34,362 | $7.9M | 4.16% |
| 9 | APPLE INC | 28,981 | $7.9M | 4.13% |
| 10 | TRAVELERS COMPANIES INC | 27,121 | $7.9M | 4.13% |
Quarterly Changes
New Positions (32)
$9.2M · 38K shares
$8.6M · 38K shares
$8.4M · 25K shares
$8.4M · 75K shares
$8.4M · 38K shares
$8.3M · 26K shares
$8.3M · 24K shares
$7.9M · 34K shares
$7.9M · 29K shares
$7.9M · 27K shares
$7.9M · 45K shares
$7.8M · 42K shares
$7.6M · 29K shares
$7.2M · 13K shares
$7.2M · 20K shares
$7.1M · 44K shares
$6.9M · 67K shares
$6.9M · 35K shares
$6.8M · 14K shares
$6.7M · 85K shares
$6.5M · 54K shares
$6.4M · 102K shares
$5.9M · 21K shares
$5.5M · 14K shares
$5.5M · 25K shares
$3.3M · 18K shares
$710K · 2K shares
$426K · 9K shares
$325K · 985 shares
$243K · 1K shares
$230K · 3K shares
$200K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 9 | $54.0M | 28.4% |
| Industrials | 5 | $36.4M | 19.1% |
| Financial Services | 5 | $32.7M | 17.2% |
| Consumer Cyclical | 4 | $24.0M | 12.6% |
| Healthcare | 3 | $16.1M | 8.4% |
| Unknown | 1 | $7.8M | 4.1% |
| Energy | 2 | $6.7M | 3.5% |
| Consumer Defensive | 1 | $6.4M | 3.4% |
| Basic Materials | 2 | $6.3M | 3.3% |