Palmer Knight Co
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Palmer Knight Co reported 36 stock positions worth $259.7 million. Its top holding was Applied Materials (AMAT) at 6.3% of the portfolio, followed by Caterpillar (CAT, 5.1%) and Fortinet (FTNT, 4.8%). Compared with Q1 2026, it opened 4 new positions, sold out of 1, added to 9 and reduced 19. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale an exit from Danaher (DHR).
- Most Recent 13F
- Q2 2026
- Location
- Jacksonville, FL
- CIK
- 0001767735
- Portfolio Value
- $259.7M (Q2 2026)
- SEC Filing
- 0001705819-26-000052 ↗ filed Aug 10, 2026
Holdings Value
Holdings 36 stocks · $259.7M
| AMAT Applied Materials Inc. | 6.34% | 22,785 | $16.5M | Reduce -23.1% |
| CAT Caterpillar Inc. | 5.10% | 12,433 | $13.2M | Reduce -2.6% |
| FTNT Fortinet Inc. | 4.77% | 80,657 | $12.4M | Reduce -2.9% |
| TXN Texas Instruments Inc. | 4.07% | 35,449 | $10.6M | Reduce -22.1% |
| HD Home Depot Inc. | 4.01% | 29,562 | $10.4M | Add +24.7% |
| JPM JPMorgan Chase & Co. | 3.88% | 30,797 | $10.1M | Add +15.7% |
| TT Trane Technologies PLC | 3.87% | 20,446 | $10.0M | Reduce -2.4% |
| TRV The Travelers Cos Inc. | 3.84% | 30,242 | $10.0M | Reduce -2.8% |
| AME Ametek Inc. | 3.71% | 39,810 | $9.6M | Add +21.3% |
| VMC Vulcan Materials Co. | 3.64% | 32,059 | $9.5M | Add +16.9% |
| ELV Elevance Health Inc. | 3.30% | 22,163 | $8.6M | Reduce -2.3% |
| GOOGL Alphabet Inc. Class A | 3.28% | 23,826 | $8.5M | New |
| XOM Exxon Mobil Corp. | 3.28% | 62,269 | $8.5M | Reduce -2.4% |
| AMZN Amazon.com Inc. | 3.26% | 35,492 | $8.5M | Reduce -2.2% |
| CTAS Cintas Corp. | 3.24% | 49,490 | $8.4M | Add +14.8% |
| WM Waste Management Inc. | 3.19% | 37,157 | $8.3M | Reduce -2.1% |
| AAPL Apple Inc. | 3.11% | 27,891 | $8.1M | Reduce -2.6% |
| MAS Masco Corp. | 3.09% | 98,522 | $8.0M | Reduce -2.5% |
| COF Capital One Financial Corp. | 3.06% | 39,604 | $7.9M | Add +8.5% |
| MSFT Microsoft Corp. | 2.94% | 20,504 | $7.6M | Reduce -2.4% |
| HOOD Robinhood Markets Inc. Class A | 2.94% | 76,201 | $7.6M | New |
| META Meta Platforms Inc. Class A | 2.85% | 13,153 | $7.4M | Add +109.9% |
| RJF Raymond James Financial Inc. | 2.50% | 42,771 | $6.5M | Reduce -2.3% |
| LEN Lennar Corp. Class A | 2.34% | 67,255 | $6.1M | Reduce -2.3% |
| KR Kroger Co. | 2.19% | 102,618 | $5.7M | Reduce -2.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.91% | 17,605 | $5.0M | New |
| HON Honeywell International Inc. | 1.90% | 21,996 | $4.9M | Add +19.0% |
| HONA Honeywell Aerospace Inc. | 1.87% | 21,996 | $4.9M | Add +19.0% |
| ADBE Adobe Inc. | 1.76% | 22,274 | $4.6M | Reduce -2.4% |
| SOLS Solstice Adv Materials Inc. | 1.63% | 47,806 | $4.2M | Reduce -2.1% |
| NVDA Nvidia Corp. | 1.30% | 16,881 | $3.4M | Reduce -4.7% |
| SPCX Space Exploration Techn Class A | 1.12% | 17,027 | $2.9M | New |
| MAR Marriott International Class A | 0.33% | 2,290 | $849K | No change |
| UNH Unitedhealth Group Inc. | 0.16% | 985 | $409K | No change |
| LNG Cheniere Energy Inc. | 0.12% | 1,251 | $299K | No change |
| ABCB Ameris Bancorp | 0.11% | 3,109 | $281K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| DHR Danaher Corp. | Sold out | 0.00% | −3.69 |
| XOM Exxon Mobil Corp. | Reduce -2.4% | 3.28% | −2.00 |
| KR Kroger Co. | Reduce -2.1% | 2.19% | −1.51 |
| WM Waste Management Inc. | Reduce -2.1% | 3.19% | −1.07 |
| ADBE Adobe Inc. | Reduce -2.4% | 1.76% | −0.95 |
| MSFT Microsoft Corp. | Reduce -2.4% | 2.94% | −0.85 |
| RJF Raymond James Financial Inc. | Reduce -2.3% | 2.50% | −0.59 |
| TRV The Travelers Cos Inc. | Reduce -2.8% | 3.84% | −0.58 |
| LEN Lennar Corp. Class A | Reduce -2.3% | 2.34% | −0.58 |
| AAPL Apple Inc. | Reduce -2.6% | 3.11% | −0.44 |
| AMZN Amazon.com Inc. | Reduce -2.2% | 3.26% | −0.43 |
| TT Trane Technologies PLC | Reduce -2.4% | 3.87% | −0.39 |
| TXN Texas Instruments Inc. | Reduce -22.1% | 4.07% | −0.24 |
| NVDA Nvidia Corp. | Reduce -4.7% | 1.30% | −0.21 |
| SOLS Solstice Adv Materials Inc. | Reduce -2.1% | 1.63% | −0.18 |
| ELV Elevance Health Inc. | Reduce -2.3% | 3.30% | +0.06 |
| MAS Masco Corp. | Reduce -2.5% | 3.09% | +0.11 |
| CAT Caterpillar Inc. | Reduce -2.6% | 5.10% | +0.69 |
| AMAT Applied Materials Inc. | Reduce -23.1% | 6.34% | +1.40 |
| FTNT Fortinet Inc. | Reduce -2.9% | 4.77% | +1.46 |
Portfolio Buys Q1 2026 → Q2 2026
| GOOGL Alphabet Inc. Class A | New | 3.28% | +3.28 |
| HOOD Robinhood Markets Inc. Class A | New | 2.94% | +2.94 |
| IBM Intl Business Machines Corp. | New | 1.91% | +1.91 |
| SPCX Space Exploration Techn Class A | New | 1.12% | +1.12 |
| META Meta Platforms Inc. Class A | Add +109.9% | 2.85% | +1.10 |
| AME Ametek Inc. | Add +21.3% | 3.71% | +0.28 |
| HD Home Depot Inc. | Add +24.7% | 4.01% | +0.21 |
| JPM JPMorgan Chase & Co. | Add +15.7% | 3.88% | +0.06 |
| VMC Vulcan Materials Co. | Add +16.9% | 3.64% | −0.00 |
| HONA Honeywell Aerospace Inc. | Add +19.0% | 1.87% | −0.12 |
| COF Capital One Financial Corp. | Add +8.5% | 3.06% | −0.19 |
| CTAS Cintas Corp. | Add +14.8% | 3.24% | −0.32 |
| HON Honeywell International Inc. | Add +19.0% | 1.90% | −2.18 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 36 | $259.7M | AMAT, CAT, FTNT, TXN, HD |
| Q1 2026 | 32 | $204.9M | XOM, AMAT, TRV, CAT, TXN |
| Q4 2025 | 32 | $190.5M | COF, DHR, HD, PAYX, WM |
| Q3 2025 | 33 | $211.1M | AAPL, RJF, MSFT, AMZN, DHR |
| Q2 2025 | 37 | $234.6M | AMZN, DHR, AMAT, MSFT, PAYX |
| Q1 2025 | 33 | $205.8M | FISV, PAYX, TRV, CTAS, WM |
| Q4 2024 | 33 | $223.2M | AMZN, AAPL, FISV, DHR, FTNT |
| Q3 2024 | 35 | $227.5M | AAPL, CTAS, AMZN, ZBRA, COF |
| Q2 2024 | 35 | $209.1M | AMZN, AMAT, AAPL, MSFT, WM |
| Q1 2024 | 33 | $205.4M | AMZN, COF, WM, TRV, HD |