Palmer Knight Co
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Palmer Knight Co reported 37 stock positions worth $234.6 million. Its top holding was Amazon.com (AMZN) at 4.0% of the portfolio, followed by Danaher (DHR, 4.0%) and Applied Materials (AMAT, 4.0%). Compared with Q1 2025, it opened 4 new positions, sold out of 1, added to 16 and reduced 14. The biggest buy was a new position in Caterpillar (CAT) and the biggest sale Travelers Cos (TRV, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- Jacksonville, FL
- CIK
- 0001767735
- Portfolio Value
- $234.6M (Q2 2025)
- SEC Filing
- 0001705819-25-000052 ↗ filed Jul 29, 2025
Holdings Value
Holdings 37 stocks · $234.6M
| AMZN Amazon.com Inc. | 4.05% | 43,259 | $9.5M | Add +16.7% |
| DHR Danaher Corp. | 3.98% | 47,236 | $9.3M | Add +14.9% |
| AMAT Applied Materials Inc. | 3.97% | 50,864 | $9.3M | Add +64.5% |
| MSFT Microsoft Corp. | 3.93% | 18,524 | $9.2M | Reduce -1.3% |
| PAYX Paychex Inc. | 3.88% | 62,547 | $9.1M | Reduce -0.3% |
| WM Waste Management Inc. | 3.82% | 39,208 | $9.0M | Reduce -0.4% |
| SBUX Starbucks Corp. | 3.77% | 96,441 | $8.8M | Add +27.6% |
| FISV Fiserv Inc. | 3.69% | 50,186 | $8.7M | Add +5.1% |
| RJF Raymond James Financial Inc. | 3.64% | 55,664 | $8.5M | Reduce -1.3% |
| HON Honeywell International Inc. | 3.59% | 36,194 | $8.4M | Add +0.1% |
| ADBE Adobe Inc. | 3.58% | 21,682 | $8.4M | Add +52.1% |
| COF Capital One Financial Corp. | 3.54% | 39,036 | $8.3M | Reduce -19.4% |
| CTAS Cintas Corp. | 3.53% | 37,110 | $8.3M | Reduce -17.9% |
| HD Home Depot Inc. | 3.39% | 21,716 | $8.0M | Add +0.5% |
| AAPL Apple Inc. | 3.39% | 38,791 | $8.0M | Add +16.6% |
| JPM JPMorgan Chase & Co. | 3.27% | 26,489 | $7.7M | Reduce -20.2% |
| KR Kroger Co. | 3.21% | 105,078 | $7.5M | Reduce -0.2% |
| TRV The Travelers Cos Inc. | 3.20% | 28,056 | $7.5M | Reduce -21.6% |
| BR Broadridge Financial Solutio | 3.15% | 30,370 | $7.4M | Reduce -0.1% |
| FTNT Fortinet Inc. | 3.12% | 69,273 | $7.3M | Reduce -26.0% |
| LULU Lululemon Athletica Inc. | 3.09% | 30,554 | $7.3M | Add +39.7% |
| AVY Avery Dennison Corp. | 3.04% | 40,647 | $7.1M | Add +32.7% |
| ZBRA Zebra Technologies Corp. Class A | 2.95% | 22,452 | $6.9M | Add +45.0% |
| VMC Vulcan Materials Co. | 2.77% | 24,951 | $6.5M | Add +0.1% |
| TT Trane Technologies PLC | 2.71% | 14,558 | $6.4M | Reduce -0.2% |
| CAT Caterpillar Inc. | 2.51% | 15,158 | $5.9M | New |
| TXN Texas Instruments Inc. | 2.48% | 28,027 | $5.8M | Add +0.4% |
| LEN Lennar Corp. Class A | 2.37% | 50,314 | $5.6M | New |
| NVDA Nvidia Corp. | 1.79% | 26,553 | $4.2M | Reduce -0.8% |
| ELV Elevance Health Inc. | 1.74% | 10,523 | $4.1M | Reduce -0.2% |
| FTV Fortive Corp. | 1.62% | 73,001 | $3.8M | Add +0.4% |
| RAL Ralliant Corp. | 0.50% | 24,272 | $1.2M | Add +0.3% |
| MAR Marriott International Class A | 0.27% | 2,290 | $626K | No change |
| UNH Unitedhealth Group Inc. | 0.13% | 985 | $307K | No change |
| LNG Cheniere Energy Inc. | 0.13% | 1,251 | $305K | No change |
| ORCL Oracle Corp. | 0.10% | 1,056 | $231K | New |
| ABCB Ameris Bancorp | 0.09% | 3,109 | $201K | New |
Portfolio Sells Q1 2025 → Q2 2025
| TRV The Travelers Cos Inc. | Reduce -21.6% | 3.20% | −1.40 |
| FTNT Fortinet Inc. | Reduce -26.0% | 3.12% | −1.26 |
| CTAS Cintas Corp. | Reduce -17.9% | 3.53% | −0.99 |
| PAYX Paychex Inc. | Reduce -0.3% | 3.88% | −0.82 |
| JPM JPMorgan Chase & Co. | Reduce -20.2% | 3.27% | −0.68 |
| COF Capital One Financial Corp. | Reduce -19.4% | 3.54% | −0.68 |
| WM Waste Management Inc. | Reduce -0.4% | 3.82% | −0.60 |
| ELV Elevance Health Inc. | Reduce -0.2% | 1.74% | −0.48 |
| BR Broadridge Financial Solutio | Reduce -0.1% | 3.15% | −0.44 |
| VLTO Veralto Corp. | Sold out | 0.00% | −0.36 |
| KR Kroger Co. | Reduce -0.2% | 3.21% | −0.25 |
| RJF Raymond James Financial Inc. | Reduce -1.3% | 3.64% | −0.17 |
| TT Trane Technologies PLC | Reduce -0.2% | 2.71% | +0.33 |
| NVDA Nvidia Corp. | Reduce -0.8% | 1.79% | +0.38 |
| MSFT Microsoft Corp. | Reduce -1.3% | 3.93% | +0.50 |
Portfolio Buys Q1 2025 → Q2 2025
| CAT Caterpillar Inc. | New | 2.51% | +2.51 |
| LEN Lennar Corp. Class A | New | 2.37% | +2.37 |
| AMAT Applied Materials Inc. | Add +64.5% | 3.97% | +1.79 |
| ADBE Adobe Inc. | Add +52.1% | 3.58% | +0.92 |
| ZBRA Zebra Technologies Corp. Class A | Add +45.0% | 2.95% | +0.83 |
| AMZN Amazon.com Inc. | Add +16.7% | 4.05% | +0.62 |
| AVY Avery Dennison Corp. | Add +32.7% | 3.04% | +0.39 |
| SBUX Starbucks Corp. | Add +27.6% | 3.77% | +0.16 |
| ORCL Oracle Corp. | New | 0.10% | +0.10 |
| ABCB Ameris Bancorp | New | 0.09% | +0.09 |
| LULU Lululemon Athletica Inc. | Add +39.7% | 3.09% | +0.09 |
| TXN Texas Instruments Inc. | Add +0.4% | 2.48% | +0.04 |
| VMC Vulcan Materials Co. | Add +0.1% | 2.77% | −0.05 |
| RAL Ralliant Corp. | Add +0.3% | 0.50% | −0.07 |
| DHR Danaher Corp. | Add +14.9% | 3.98% | −0.12 |
| HON Honeywell International Inc. | Add +0.1% | 3.59% | −0.13 |
| AAPL Apple Inc. | Add +16.6% | 3.39% | −0.20 |
| HD Home Depot Inc. | Add +0.5% | 3.39% | −0.45 |
| FTV Fortive Corp. | Add +0.4% | 1.62% | −0.96 |
| FISV Fiserv Inc. | Add +5.1% | 3.69% | −1.43 |
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 |