Palmer Knight Co
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), Palmer Knight Co reported 32 stock positions worth $190.5 million. Its top holding was Capital One Financial (COF) at 4.8% of the portfolio, followed by Danaher (DHR, 4.5%) and Home Depot (HD, 4.4%). Compared with Q3 2025, it opened 1 new position, sold out of 3, added to 7 and reduced 20. The biggest buy was a new position in Exxon Mobil (XOM) and the biggest sale an exit from Fiserv (FISV).
- Most Recent 13F
- Q2 2026
- Location
- Jacksonville, FL
- CIK
- 0001767735
- Portfolio Value
- $190.5M (Q4 2025)
- SEC Filing
- 0001705819-26-000019 ↗ filed Feb 3, 2026
Holdings Value
Holdings 32 stocks · $190.5M
| COF Capital One Financial Corp. | 4.81% | 37,820 | $9.2M | Reduce -0.1% |
| DHR Danaher Corp. | 4.51% | 37,521 | $8.6M | Reduce -18.7% |
| HD Home Depot Inc. | 4.43% | 24,548 | $8.4M | Add +16.2% |
| PAYX Paychex Inc. | 4.40% | 74,776 | $8.4M | Add +22.9% |
| WM Waste Management Inc. | 4.39% | 38,063 | $8.4M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 4.37% | 25,816 | $8.3M | Reduce -0.2% |
| ADBE Adobe Inc. | 4.35% | 23,656 | $8.3M | Add +12.1% |
| AMZN Amazon.com Inc. | 4.16% | 34,362 | $7.9M | Reduce -18.8% |
| AAPL Apple Inc. | 4.13% | 28,981 | $7.9M | Reduce -23.3% |
| TRV The Travelers Cos Inc. | 4.13% | 27,121 | $7.9M | Reduce -0.5% |
| TXN Texas Instruments Inc. | 4.12% | 45,258 | $7.9M | Add +41.0% |
| CTAS Cintas Corp. | 4.11% | 41,621 | $7.8M | Add +15.0% |
| AMAT Applied Materials Inc. | 3.97% | 29,407 | $7.6M | Reduce -16.9% |
| CAT Caterpillar Inc. | 3.80% | 12,625 | $7.2M | Reduce -14.6% |
| ELV Elevance Health Inc. | 3.76% | 20,432 | $7.2M | Add +99.0% |
| RJF Raymond James Financial Inc. | 3.74% | 44,342 | $7.1M | Reduce -17.9% |
| LEN Lennar Corp. Class A | 3.63% | 67,246 | $6.9M | Reduce -0.1% |
| HON Honeywell International Inc. | 3.62% | 35,332 | $6.9M | Reduce -0.0% |
| MSFT Microsoft Corp. | 3.56% | 14,035 | $6.8M | Reduce -22.0% |
| FTNT Fortinet Inc. | 3.54% | 84,839 | $6.7M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 3.41% | 54,009 | $6.5M | New |
| KR Kroger Co. | 3.36% | 102,477 | $6.4M | Reduce -0.1% |
| VMC Vulcan Materials Co. | 3.09% | 20,645 | $5.9M | Reduce -15.3% |
| TT Trane Technologies PLC | 2.91% | 14,238 | $5.5M | Add +0.1% |
| BR Broadridge Financial Solutio | 2.88% | 24,569 | $5.5M | Reduce -16.7% |
| NVDA Nvidia Corp. | 1.72% | 17,557 | $3.3M | Reduce -20.8% |
| MAR Marriott International Class A | 0.37% | 2,290 | $710K | No change |
| SOLS Solstice Adv Materials Inc. | 0.22% | 8,771 | $426K | Reduce -0.7% |
| UNH Unitedhealth Group Inc. | 0.17% | 985 | $325K | No change |
| LNG Cheniere Energy Inc. | 0.13% | 1,251 | $243K | No change |
| ABCB Ameris Bancorp | 0.12% | 3,109 | $231K | No change |
| ORCL Oracle Corp. | 0.11% | 1,028 | $200K | Reduce -2.6% |
Portfolio Sells Q3 2025 → Q4 2025
| FISV Fiserv Inc. | Sold out | 0.00% | −3.89 |
| ZBRA Zebra Technologies Corp. Class A | Sold out | 0.00% | −3.07 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −3.04 |
| MSFT Microsoft Corp. | Reduce -22.0% | 3.56% | −0.85 |
| RJF Raymond James Financial Inc. | Reduce -17.9% | 3.74% | −0.68 |
| VMC Vulcan Materials Co. | Reduce -15.3% | 3.09% | −0.46 |
| BR Broadridge Financial Solutio | Reduce -16.7% | 2.88% | −0.45 |
| AAPL Apple Inc. | Reduce -23.3% | 4.13% | −0.42 |
| LEN Lennar Corp. Class A | Reduce -0.1% | 3.63% | −0.39 |
| AMZN Amazon.com Inc. | Reduce -18.8% | 4.16% | −0.24 |
| NVDA Nvidia Corp. | Reduce -20.8% | 1.72% | −0.24 |
| ORCL Oracle Corp. | Reduce -2.6% | 0.11% | −0.04 |
| SOLS Solstice Adv Materials Inc. | Reduce -0.7% | 0.22% | +0.02 |
| KR Kroger Co. | Reduce -0.1% | 3.36% | +0.08 |
| HON Honeywell International Inc. | Reduce -0.0% | 3.62% | +0.09 |
| FTNT Fortinet Inc. | Reduce -0.1% | 3.54% | +0.15 |
| DHR Danaher Corp. | Reduce -18.7% | 4.51% | +0.18 |
| WM Waste Management Inc. | Reduce -0.2% | 4.39% | +0.40 |
| CAT Caterpillar Inc. | Reduce -14.6% | 3.80% | +0.45 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 4.37% | +0.50 |
| TRV The Travelers Cos Inc. | Reduce -0.5% | 4.13% | +0.53 |
| AMAT Applied Materials Inc. | Reduce -16.9% | 3.97% | +0.54 |
| COF Capital One Financial Corp. | Reduce -0.1% | 4.81% | +1.00 |
Portfolio Buys Q3 2025 → Q4 2025
| XOM Exxon Mobil Corp. | New | 3.41% | +3.41 |
| ELV Elevance Health Inc. | Add +99.0% | 3.76% | +2.19 |
| TXN Texas Instruments Inc. | Add +41.0% | 4.12% | +1.33 |
| ADBE Adobe Inc. | Add +12.1% | 4.35% | +0.82 |
| PAYX Paychex Inc. | Add +22.9% | 4.40% | +0.75 |
| CTAS Cintas Corp. | Add +15.0% | 4.11% | +0.59 |
| HD Home Depot Inc. | Add +16.2% | 4.43% | +0.38 |
| TT Trane Technologies PLC | Add +0.1% | 2.91% | +0.07 |
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 |