Palmer Knight Co
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), Palmer Knight Co reported 33 stock positions worth $223.2 million. Its top holding was Amazon.com (AMZN) at 4.9% of the portfolio, followed by Apple (AAPL, 4.7%) and Fiserv (FISV, 4.5%). Compared with Q3 2024, it sold out of 2, added to 24 and reduced 6. The biggest buy was Lululemon Athletica (LULU, shares +0%) and the biggest sale an exit from Dow (DOW).
- Most Recent 13F
- Q2 2026
- Location
- Jacksonville, FL
- CIK
- 0001767735
- Portfolio Value
- $223.2M (Q4 2024)
- SEC Filing
- 0001705819-25-000011 ↗ filed Jan 23, 2025
Holdings Value
Holdings 33 stocks · $223.2M
| AMZN Amazon.com Inc. | 4.91% | 49,939 | $11.0M | Add +0.4% |
| AAPL Apple Inc. | 4.66% | 41,548 | $10.4M | Add +0.0% |
| FISV Fiserv Inc. | 4.46% | 48,495 | $10.0M | Add +0.2% |
| DHR Danaher Corp. | 4.30% | 41,836 | $9.6M | Add +36.9% |
| FTNT Fortinet Inc. | 4.03% | 95,092 | $9.0M | Reduce -14.3% |
| PAYX Paychex Inc. | 4.00% | 63,711 | $8.9M | Add +0.4% |
| RJF Raymond James Financial Inc. | 3.99% | 57,323 | $8.9M | Reduce -11.1% |
| COF Capital One Financial Corp. | 3.94% | 49,272 | $8.8M | Reduce -16.6% |
| TRV The Travelers Cos Inc. | 3.93% | 36,449 | $8.8M | Reduce -0.0% |
| HD Home Depot Inc. | 3.82% | 21,918 | $8.5M | Add +0.7% |
| LULU Lululemon Athletica Inc. | 3.80% | 22,169 | $8.5M | Add +0.1% |
| CTAS Cintas Corp. | 3.76% | 45,957 | $8.4M | Add +0.4% |
| ZBRA Zebra Technologies Corp. Class A | 3.74% | 21,606 | $8.3M | Reduce -9.8% |
| HON Honeywell International Inc. | 3.72% | 36,771 | $8.3M | Add +1.0% |
| JPM JPMorgan Chase & Co. | 3.62% | 33,736 | $8.1M | Add +0.4% |
| WM Waste Management Inc. | 3.62% | 40,008 | $8.1M | Add +0.4% |
| MSFT Microsoft Corp. | 3.59% | 19,032 | $8.0M | Add +0.1% |
| SBUX Starbucks Corp. | 3.14% | 76,860 | $7.0M | Add +1.3% |
| BR Broadridge Financial Solutio | 3.13% | 30,925 | $7.0M | Add +0.5% |
| KR Kroger Co. | 2.94% | 107,295 | $6.6M | Add +0.9% |
| VMC Vulcan Materials Co. | 2.92% | 25,352 | $6.5M | Add +0.9% |
| ADBE Adobe Inc. | 2.88% | 14,463 | $6.4M | Add +1.3% |
| AMAT Applied Materials Inc. | 2.78% | 38,111 | $6.2M | Add +0.6% |
| AVY Avery Dennison Corp. | 2.61% | 31,112 | $5.8M | Add +1.4% |
| FTV Fortive Corp. | 2.49% | 74,077 | $5.6M | Add +1.5% |
| TT Trane Technologies PLC | 2.46% | 14,848 | $5.5M | Add +0.7% |
| TXN Texas Instruments Inc. | 2.39% | 28,389 | $5.3M | Add +1.2% |
| ELV Elevance Health Inc. | 1.77% | 10,717 | $4.0M | Add +2.0% |
| NVDA Nvidia Corp. | 1.61% | 26,773 | $3.6M | Reduce -0.1% |
| VLTO Veralto Corp. | 0.35% | 7,659 | $780K | Add +7.5% |
| MAR Marriott International Class A | 0.29% | 2,296 | $640K | No change |
| UNH Unitedhealth Group Inc. | 0.22% | 985 | $498K | No change |
| LNG Cheniere Energy Inc. | 0.12% | 1,251 | $269K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| DOW Dow Inc. | Sold out | 0.00% | −2.04 |
| APTV Aptiv Irish Holdings Ltd. | Sold out | 0.00% | −1.65 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -9.8% | 3.74% | −0.16 |
| COF Capital One Financial Corp. | Reduce -16.6% | 3.94% | +0.05 |
| NVDA Nvidia Corp. | Reduce -0.1% | 1.61% | +0.18 |
| TRV The Travelers Cos Inc. | Reduce -0.0% | 3.93% | +0.18 |
| FTNT Fortinet Inc. | Reduce -14.3% | 4.03% | +0.24 |
| RJF Raymond James Financial Inc. | Reduce -11.1% | 3.99% | +0.52 |
Portfolio Buys Q3 2024 → Q4 2024
| LULU Lululemon Athletica Inc. | Add +0.1% | 3.80% | +1.16 |
| AMZN Amazon.com Inc. | Add +0.4% | 4.91% | +0.84 |
| FISV Fiserv Inc. | Add +0.2% | 4.46% | +0.64 |
| DHR Danaher Corp. | Add +36.9% | 4.30% | +0.57 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 3.62% | +0.51 |
| HON Honeywell International Inc. | Add +1.0% | 3.72% | +0.41 |
| AAPL Apple Inc. | Add +0.0% | 4.66% | +0.41 |
| KR Kroger Co. | Add +0.9% | 2.94% | +0.26 |
| PAYX Paychex Inc. | Add +0.4% | 4.00% | +0.26 |
| BR Broadridge Financial Solutio | Add +0.5% | 3.13% | +0.22 |
| VMC Vulcan Materials Co. | Add +0.9% | 2.92% | +0.16 |
| VLTO Veralto Corp. | Add +7.5% | 0.35% | −0.00 |
| MSFT Microsoft Corp. | Add +0.1% | 3.59% | −0.00 |
| WM Waste Management Inc. | Add +0.4% | 3.62% | −0.02 |
| FTV Fortive Corp. | Add +1.5% | 2.49% | −0.04 |
| HD Home Depot Inc. | Add +0.7% | 3.82% | −0.05 |
| TT Trane Technologies PLC | Add +0.7% | 2.46% | −0.06 |
| SBUX Starbucks Corp. | Add +1.3% | 3.14% | −0.11 |
| TXN Texas Instruments Inc. | Add +1.2% | 2.39% | −0.16 |
| ADBE Adobe Inc. | Add +1.3% | 2.88% | −0.37 |
| AVY Avery Dennison Corp. | Add +1.4% | 2.61% | −0.37 |
| CTAS Cintas Corp. | Add +0.4% | 3.76% | −0.38 |
| AMAT Applied Materials Inc. | Add +0.6% | 2.78% | −0.59 |
| ELV Elevance Health Inc. | Add +2.0% | 1.77% | −0.63 |
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 |