Palmer Knight Co
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Palmer Knight Co reported 33 stock positions worth $205.8 million. Its top holding was Fiserv (FISV) at 5.1% of the portfolio, followed by Paychex (PAYX, 4.7%) and Travelers Cos (TRV, 4.6%). Compared with Q4 2024, it reduced 30. The biggest sale was Zebra Technologies Class A (ZBRA, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- Jacksonville, FL
- CIK
- 0001767735
- Portfolio Value
- $205.8M (Q1 2025)
- SEC Filing
- 0001705819-25-000032 ↗ filed May 6, 2025
Holdings Value
Holdings 33 stocks · $205.8M
| FISV Fiserv Inc. | 5.12% | 47,741 | $10.5M | Reduce -1.6% |
| PAYX Paychex Inc. | 4.70% | 62,701 | $9.7M | Reduce -1.6% |
| TRV The Travelers Cos Inc. | 4.60% | 35,785 | $9.5M | Reduce -1.8% |
| CTAS Cintas Corp. | 4.52% | 45,214 | $9.3M | Reduce -1.6% |
| WM Waste Management Inc. | 4.43% | 39,358 | $9.1M | Reduce -1.6% |
| FTNT Fortinet Inc. | 4.38% | 93,632 | $9.0M | Reduce -1.5% |
| COF Capital One Financial Corp. | 4.22% | 48,445 | $8.7M | Reduce -1.7% |
| DHR Danaher Corp. | 4.09% | 41,103 | $8.4M | Reduce -1.8% |
| JPM JPMorgan Chase & Co. | 3.96% | 33,208 | $8.1M | Reduce -1.6% |
| HD Home Depot Inc. | 3.85% | 21,611 | $7.9M | Reduce -1.4% |
| RJF Raymond James Financial Inc. | 3.81% | 56,405 | $7.8M | Reduce -1.6% |
| HON Honeywell International Inc. | 3.72% | 36,175 | $7.7M | Reduce -1.6% |
| SBUX Starbucks Corp. | 3.60% | 75,579 | $7.4M | Reduce -1.7% |
| AAPL Apple Inc. | 3.59% | 33,255 | $7.4M | Reduce -20.0% |
| BR Broadridge Financial Solutio | 3.58% | 30,415 | $7.4M | Reduce -1.6% |
| KR Kroger Co. | 3.46% | 105,311 | $7.1M | Reduce -1.9% |
| AMZN Amazon.com Inc. | 3.43% | 37,075 | $7.1M | Reduce -25.8% |
| MSFT Microsoft Corp. | 3.42% | 18,773 | $7.0M | Reduce -1.4% |
| LULU Lululemon Athletica Inc. | 3.01% | 21,874 | $6.2M | Reduce -1.3% |
| VMC Vulcan Materials Co. | 2.83% | 24,931 | $5.8M | Reduce -1.7% |
| ADBE Adobe Inc. | 2.66% | 14,256 | $5.5M | Reduce -1.4% |
| AVY Avery Dennison Corp. | 2.65% | 30,626 | $5.5M | Reduce -1.6% |
| FTV Fortive Corp. | 2.59% | 72,700 | $5.3M | Reduce -1.9% |
| TXN Texas Instruments Inc. | 2.44% | 27,923 | $5.0M | Reduce -1.6% |
| TT Trane Technologies PLC | 2.39% | 14,586 | $4.9M | Reduce -1.8% |
| ELV Elevance Health Inc. | 2.23% | 10,543 | $4.6M | Reduce -1.6% |
| AMAT Applied Materials Inc. | 2.18% | 30,922 | $4.5M | Reduce -18.9% |
| ZBRA Zebra Technologies Corp. Class A | 2.13% | 15,479 | $4.4M | Reduce -28.4% |
| NVDA Nvidia Corp. | 1.41% | 26,773 | $2.9M | No change |
| VLTO Veralto Corp. | 0.36% | 7,573 | $738K | Reduce -1.1% |
| MAR Marriott International Class A | 0.27% | 2,290 | $545K | Reduce -0.3% |
| UNH Unitedhealth Group Inc. | 0.25% | 985 | $516K | No change |
| LNG Cheniere Energy Inc. | 0.14% | 1,251 | $289K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| ZBRA Zebra Technologies Corp. Class A | Reduce -28.4% | 2.13% | −1.61 |
| AMZN Amazon.com Inc. | Reduce -25.8% | 3.43% | −1.48 |
| AAPL Apple Inc. | Reduce -20.0% | 3.59% | −1.07 |
| LULU Lululemon Athletica Inc. | Reduce -1.3% | 3.01% | −0.79 |
| AMAT Applied Materials Inc. | Reduce -18.9% | 2.18% | −0.60 |
| ADBE Adobe Inc. | Reduce -1.4% | 2.66% | −0.22 |
| DHR Danaher Corp. | Reduce -1.8% | 4.09% | −0.21 |
| RJF Raymond James Financial Inc. | Reduce -1.6% | 3.81% | −0.18 |
| MSFT Microsoft Corp. | Reduce -1.4% | 3.42% | −0.17 |
| VMC Vulcan Materials Co. | Reduce -1.7% | 2.83% | −0.10 |
| TT Trane Technologies PLC | Reduce -1.8% | 2.39% | −0.07 |
| MAR Marriott International Class A | Reduce -0.3% | 0.27% | −0.02 |
| HON Honeywell International Inc. | Reduce -1.6% | 3.72% | +0.00 |
| VLTO Veralto Corp. | Reduce -1.1% | 0.36% | +0.01 |
| HD Home Depot Inc. | Reduce -1.4% | 3.85% | +0.03 |
| AVY Avery Dennison Corp. | Reduce -1.6% | 2.65% | +0.04 |
| TXN Texas Instruments Inc. | Reduce -1.6% | 2.44% | +0.05 |
| FTV Fortive Corp. | Reduce -1.9% | 2.59% | +0.10 |
| COF Capital One Financial Corp. | Reduce -1.7% | 4.22% | +0.28 |
| JPM JPMorgan Chase & Co. | Reduce -1.6% | 3.96% | +0.34 |
| FTNT Fortinet Inc. | Reduce -1.5% | 4.38% | +0.35 |
| BR Broadridge Financial Solutio | Reduce -1.6% | 3.58% | +0.45 |
| ELV Elevance Health Inc. | Reduce -1.6% | 2.23% | +0.46 |
| SBUX Starbucks Corp. | Reduce -1.7% | 3.60% | +0.46 |
| KR Kroger Co. | Reduce -1.9% | 3.46% | +0.52 |
| FISV Fiserv Inc. | Reduce -1.6% | 5.12% | +0.66 |
| TRV The Travelers Cos Inc. | Reduce -1.8% | 4.60% | +0.66 |
| PAYX Paychex Inc. | Reduce -1.6% | 4.70% | +0.70 |
| CTAS Cintas Corp. | Reduce -1.6% | 4.52% | +0.75 |
| WM Waste Management Inc. | Reduce -1.6% | 4.43% | +0.81 |
Portfolio Buys Q4 2024 → Q1 2025
| None this quarter. | |||
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 |