Palmer Knight Co
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 29, 2024), Palmer Knight Co reported 33 stock positions worth $205.4 million. Its top holding was Amazon.com (AMZN) at 4.4% of the portfolio, followed by Capital One Financial (COF, 4.3%) and Waste Management (WM, 4.2%). Compared with Q4 2023, it opened 1 new position, added to 29 and reduced 1. The biggest buy was a new position in Elevance Health (ELV) and the biggest sale Unitedhealth (UNH, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Jacksonville, FL
- CIK
- 0001767735
- Portfolio Value
- $205.4M (Q1 2024)
- SEC Filing
- 0001705819-24-000029 ↗ filed Apr 29, 2024
Holdings Value
Holdings 33 stocks · $205.4M
| AMZN Amazon.com Inc. | 4.43% | 50,465 | $9.1M | Add +1.6% |
| COF Capital One Financial Corp. | 4.28% | 59,043 | $8.8M | Add +17.7% |
| WM Waste Management Inc. | 4.18% | 40,271 | $8.6M | Add +2.0% |
| TRV The Travelers Cos Inc. | 4.11% | 36,707 | $8.4M | Add +1.1% |
| HD Home Depot Inc. | 4.05% | 21,697 | $8.3M | Add +30.9% |
| RJF Raymond James Financial Inc. | 4.04% | 64,593 | $8.3M | Add +3.3% |
| MSFT Microsoft Corp. | 3.94% | 19,209 | $8.1M | Add +2.2% |
| CTAS Cintas Corp. | 3.88% | 11,586 | $8.0M | Add +1.7% |
| AMAT Applied Materials Inc. | 3.86% | 38,437 | $7.9M | Add +2.2% |
| FISV Fiserv Inc. | 3.80% | 48,848 | $7.8M | Add +2.4% |
| PAYX Paychex Inc. | 3.76% | 62,920 | $7.7M | Add +25.7% |
| DHR Danaher Corp. | 3.71% | 30,537 | $7.6M | Add +51.7% |
| FTNT Fortinet Inc. | 3.66% | 110,020 | $7.5M | Add +2.7% |
| HON Honeywell International Inc. | 3.63% | 36,351 | $7.5M | Add +28.1% |
| ZBRA Zebra Technologies Corp. Class A | 3.54% | 24,131 | $7.3M | Add +3.2% |
| AAPL Apple Inc. | 3.52% | 42,124 | $7.2M | Add +1.1% |
| ADBE Adobe Inc. | 3.46% | 14,064 | $7.1M | Add +30.5% |
| AVY Avery Dennison Corp. | 3.37% | 31,028 | $6.9M | Add +2.4% |
| VMC Vulcan Materials Co. | 3.34% | 25,113 | $6.9M | Add +3.1% |
| SBUX Starbucks Corp. | 3.33% | 74,728 | $6.8M | Add +68.0% |
| JPM JPMorgan Chase & Co. | 3.32% | 34,064 | $6.8M | Add +2.2% |
| BR Broadridge Financial Solutio | 3.06% | 30,721 | $6.3M | Add +2.6% |
| FTV Fortive Corp. | 3.02% | 72,130 | $6.2M | Add +2.6% |
| KR Kroger Co. | 2.98% | 107,121 | $6.1M | Add +2.6% |
| ELV Elevance Health Inc. | 2.62% | 10,367 | $5.4M | New |
| DOW Dow Inc. | 2.39% | 84,894 | $4.9M | Add +4.5% |
| TXN Texas Instruments Inc. | 2.38% | 28,028 | $4.9M | Add +4.9% |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 2.01% | 51,832 | $4.1M | Add +0.7% |
| NVDA Nvidia Corp. | 1.30% | 2,960 | $2.7M | Add +0.9% |
| VLTO Veralto Corp. | 0.30% | 7,035 | $624K | Add +6.1% |
| MAR Marriott International Class A | 0.28% | 2,296 | $579K | No change |
| UNH Unitedhealth Group Inc. | 0.24% | 985 | $487K | Reduce -1.2% |
| SRCL Stericycle Inc. | 0.20% | 7,628 | $402K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| UNH Unitedhealth Group Inc. | Reduce -1.2% | 0.24% | −0.08 |
Portfolio Buys Q4 2023 → Q1 2024
| ELV Elevance Health Inc. | New | 2.62% | +2.62 |
| DHR Danaher Corp. | Add +51.7% | 3.71% | +0.90 |
| SBUX Starbucks Corp. | Add +68.0% | 3.33% | +0.75 |
| HD Home Depot Inc. | Add +30.9% | 4.05% | +0.58 |
| NVDA Nvidia Corp. | Add +0.9% | 1.30% | +0.43 |
| COF Capital One Financial Corp. | Add +17.7% | 4.28% | +0.31 |
| AMAT Applied Materials Inc. | Add +2.2% | 3.86% | +0.18 |
| PAYX Paychex Inc. | Add +25.7% | 3.76% | +0.16 |
| KR Kroger Co. | Add +2.6% | 2.98% | +0.10 |
| HON Honeywell International Inc. | Add +28.1% | 3.63% | +0.04 |
| VMC Vulcan Materials Co. | Add +3.1% | 3.34% | +0.00 |
| FISV Fiserv Inc. | Add +2.4% | 3.80% | −0.02 |
| VLTO Veralto Corp. | Add +6.1% | 0.30% | −0.03 |
| TRV The Travelers Cos Inc. | Add +1.1% | 4.11% | −0.06 |
| WM Waste Management Inc. | Add +2.0% | 4.18% | −0.09 |
| JPM JPMorgan Chase & Co. | Add +2.2% | 3.32% | −0.10 |
| FTV Fortive Corp. | Add +2.6% | 3.02% | −0.10 |
| AMZN Amazon.com Inc. | Add +1.6% | 4.43% | −0.12 |
| FTNT Fortinet Inc. | Add +2.7% | 3.66% | −0.13 |
| RJF Raymond James Financial Inc. | Add +3.3% | 4.04% | −0.17 |
| CTAS Cintas Corp. | Add +1.7% | 3.88% | −0.27 |
| DOW Dow Inc. | Add +4.5% | 2.39% | −0.29 |
| ZBRA Zebra Technologies Corp. Class A | Add +3.2% | 3.54% | −0.32 |
| AVY Avery Dennison Corp. | Add +2.4% | 3.37% | −0.33 |
| MSFT Microsoft Corp. | Add +2.2% | 3.94% | −0.33 |
| TXN Texas Instruments Inc. | Add +4.9% | 2.38% | −0.37 |
| ADBE Adobe Inc. | Add +30.5% | 3.46% | −0.43 |
| BR Broadridge Financial Solutio | Add +2.6% | 3.06% | −0.66 |
| APTV Aptiv Irish Holdings Ltd. | Add +0.7% | 2.01% | −0.78 |
| AAPL Apple Inc. | Add +1.1% | 3.52% | −1.33 |
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 |