Palmer Knight Co
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$204.9M
Q ending 2026-03-31
Prior quarter
$190.5M
Q ending 2025-12-31
Change
+7.6% QoQ · -0.4% YoY
Positions
32
reported holdings
Largest positions
All 32 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Exxon Mobil Corp | XOM | Shares | $10.8M | 64K |
| Applied Matls Inc | AMAT | Shares | $10.1M | 30K |
| Travelers Companies Inc | TRV | Shares | $9.1M | 31K |
| Caterpillar Inc | CAT | Shares | $9.0M | 13K |
| Texas Instrs Inc | TXN | Shares | $8.8M | 46K |
| Trane Technologies Plc | Shares | $8.7M | 21K | |
| Waste Mgmt Inc Del | WM | Shares | $8.7M | 38K |
| Honeywell Intl Inc | HONGBP | Shares | $8.4M | 37K |
| Jpmorgan Chase & Co | JPM | Shares | $7.8M | 27K |
| Home Depot Inc | HD | Shares | $7.8M | 24K |
| Microsoft Corp | MSFT | Shares | $7.8M | 21K |
| Kroger Co | KR | Shares | $7.6M | 105K |
| Amazon Com Inc | AMZN | Shares | $7.6M | 36K |
| Danaher Corp Del | DHR | Shares | $7.6M | 40K |
| Vulcan Matls Co | VMC | Shares | $7.5M | 27K |
| Cintas Corp | CTAS | Shares | $7.3M | 43K |
| Apple Inc | AAPL | Shares | $7.3M | 29K |
| Ametek Inc | AME | Shares | $7.0M | 33K |
| Fortinet Inc | FTNT | Shares | $6.8M | 83K |
| Capital One Finl Corp | COF | Shares | $6.7M | 37K |
| Elevance Health Inc Formerly | ELV | Shares | $6.6M | 23K |
| Raymond James Finl Inc | RJF | Shares | $6.3M | 44K |
| Masco Corp | MAS | Shares | $6.1M | 101K |
| Lennar Corp | LEN | Shares | $6.0M | 69K |
| Adobe Inc | ADBE | Shares | $5.5M | 23K |
| Solstice Advanced Matls Inc | SOLS | Shares | $3.7M | 49K |
| Meta Platforms Inc | META | Shares | $3.6M | 6K |
| Nvidia Corporation | NVDA | Shares | $3.1M | 18K |
| Marriott Intl Inc New | MAR | Shares | $749K | 2K |
| Cheniere Energy Inc | LNG | Shares | $355K | 1K |
| Unitedhealth Group Inc | UNH | Shares | $267K | 985 |
| Ameris Bancorp | ABCB | Shares | $242K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.