Palmer Knight Co
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Palmer Knight Co reported 33 stock positions worth $211.1 million. Its top holding was Apple (AAPL) at 4.6% of the portfolio, followed by Raymond James Financial (RJF, 4.4%) and Microsoft (MSFT, 4.4%). Compared with Q2 2025, it sold out of 4, added to 4 and reduced 24. The biggest buy was Lennar Class A (LEN, shares +34%) and the biggest sale an exit from Starbucks (SBUX).
- Most Recent 13F
- Q2 2026
- Location
- Jacksonville, FL
- CIK
- 0001767735
- Portfolio Value
- $211.1M (Q3 2025)
- SEC Filing
- 0001705819-25-000076 ↗ filed Nov 4, 2025
Holdings Value
Holdings 33 stocks · $211.1M
| AAPL Apple Inc. | 4.56% | 37,779 | $9.6M | Reduce -2.6% |
| RJF Raymond James Financial Inc. | 4.42% | 54,013 | $9.3M | Reduce -3.0% |
| MSFT Microsoft Corp. | 4.41% | 17,989 | $9.3M | Reduce -2.9% |
| AMZN Amazon.com Inc. | 4.40% | 42,336 | $9.3M | Reduce -2.1% |
| DHR Danaher Corp. | 4.33% | 46,129 | $9.1M | Reduce -2.3% |
| HD Home Depot Inc. | 4.06% | 21,128 | $8.6M | Reduce -2.7% |
| LEN Lennar Corp. Class A | 4.02% | 67,342 | $8.5M | Add +33.8% |
| WM Waste Management Inc. | 3.99% | 38,143 | $8.4M | Reduce -2.7% |
| FISV Fiserv Inc. | 3.89% | 63,692 | $8.2M | Add +26.9% |
| JPM JPMorgan Chase & Co. | 3.86% | 25,861 | $8.2M | Reduce -2.4% |
| COF Capital One Financial Corp. | 3.81% | 37,849 | $8.0M | Reduce -3.0% |
| PAYX Paychex Inc. | 3.65% | 60,826 | $7.7M | Reduce -2.8% |
| TRV The Travelers Cos Inc. | 3.60% | 27,243 | $7.6M | Reduce -2.9% |
| VMC Vulcan Materials Co. | 3.55% | 24,365 | $7.5M | Reduce -2.4% |
| ADBE Adobe Inc. | 3.53% | 21,111 | $7.4M | Reduce -2.6% |
| HON Honeywell International Inc. | 3.52% | 35,338 | $7.4M | Reduce -2.4% |
| CTAS Cintas Corp. | 3.52% | 36,199 | $7.4M | Reduce -2.5% |
| AMAT Applied Materials Inc. | 3.43% | 35,374 | $7.2M | Reduce -30.4% |
| FTNT Fortinet Inc. | 3.38% | 84,953 | $7.1M | Add +22.6% |
| CAT Caterpillar Inc. | 3.34% | 14,787 | $7.1M | Reduce -2.5% |
| BR Broadridge Financial Solutio | 3.33% | 29,492 | $7.0M | Reduce -2.9% |
| KR Kroger Co. | 3.28% | 102,594 | $6.9M | Reduce -2.4% |
| ZBRA Zebra Technologies Corp. Class A | 3.07% | 21,834 | $6.5M | Reduce -2.8% |
| AVY Avery Dennison Corp. | 3.04% | 39,586 | $6.4M | Reduce -2.6% |
| TT Trane Technologies PLC | 2.84% | 14,220 | $6.0M | Reduce -2.3% |
| TXN Texas Instruments Inc. | 2.79% | 32,096 | $5.9M | Add +14.5% |
| NVDA Nvidia Corp. | 1.96% | 22,153 | $4.1M | Reduce -16.6% |
| ELV Elevance Health Inc. | 1.57% | 10,270 | $3.3M | Reduce -2.4% |
| MAR Marriott International Class A | 0.28% | 2,290 | $596K | No change |
| UNH Unitedhealth Group Inc. | 0.16% | 985 | $340K | No change |
| ORCL Oracle Corp. | 0.14% | 1,056 | $297K | No change |
| LNG Cheniere Energy Inc. | 0.14% | 1,251 | $294K | No change |
| ABCB Ameris Bancorp | 0.11% | 3,109 | $228K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| SBUX Starbucks Corp. | Sold out | 0.00% | −3.77 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −3.09 |
| FTV Fortive Corp. | Sold out | 0.00% | −1.62 |
| AMAT Applied Materials Inc. | Reduce -30.4% | 3.43% | −0.54 |
| RAL Ralliant Corp. | Sold out | 0.00% | −0.50 |
| PAYX Paychex Inc. | Reduce -2.8% | 3.65% | −0.23 |
| ELV Elevance Health Inc. | Reduce -2.4% | 1.57% | −0.17 |
| HON Honeywell International Inc. | Reduce -2.4% | 3.52% | −0.07 |
| ADBE Adobe Inc. | Reduce -2.6% | 3.53% | −0.05 |
| CTAS Cintas Corp. | Reduce -2.5% | 3.52% | −0.01 |
| AVY Avery Dennison Corp. | Reduce -2.6% | 3.04% | +0.00 |
| KR Kroger Co. | Reduce -2.4% | 3.28% | +0.06 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -2.8% | 3.07% | +0.12 |
| TT Trane Technologies PLC | Reduce -2.3% | 2.84% | +0.13 |
| WM Waste Management Inc. | Reduce -2.7% | 3.99% | +0.17 |
| NVDA Nvidia Corp. | Reduce -16.6% | 1.96% | +0.17 |
| BR Broadridge Financial Solutio | Reduce -2.9% | 3.33% | +0.18 |
| COF Capital One Financial Corp. | Reduce -3.0% | 3.81% | +0.27 |
| DHR Danaher Corp. | Reduce -2.3% | 4.33% | +0.35 |
| AMZN Amazon.com Inc. | Reduce -2.1% | 4.40% | +0.36 |
| TRV The Travelers Cos Inc. | Reduce -2.9% | 3.60% | +0.40 |
| MSFT Microsoft Corp. | Reduce -2.9% | 4.41% | +0.49 |
| JPM JPMorgan Chase & Co. | Reduce -2.4% | 3.86% | +0.59 |
| HD Home Depot Inc. | Reduce -2.7% | 4.06% | +0.66 |
| VMC Vulcan Materials Co. | Reduce -2.4% | 3.55% | +0.78 |
| RJF Raymond James Financial Inc. | Reduce -3.0% | 4.42% | +0.78 |
| CAT Caterpillar Inc. | Reduce -2.5% | 3.34% | +0.83 |
| AAPL Apple Inc. | Reduce -2.6% | 4.56% | +1.16 |
Portfolio Buys Q2 2025 → Q3 2025
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 |