Palmer Knight Co 13F Holdings · Q2 2026
Palmer Knight Co reported 36 securities worth $259.73M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AMAT (6.34%), CAT (5.10%), FTNT (4.77%). Among its top 25 positions this quarter: 2 new, 7 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | $16.5M | 6.34% | 22,785 | Trimmed |
| 2 | CAT | CATERPILLAR INC | $13.2M | 5.10% | 12,433 | Trimmed |
| 3 | FTNT | FORTINET INC | $12.4M | 4.77% | 80,657 | Trimmed |
| 4 | TXN | TEXAS INSTRS INC | $10.6M | 4.07% | 35,449 | Trimmed |
| 5 | HD | HOME DEPOT INC | $10.4M | 4.01% | 29,562 | Added |
| 6 | JPM | JPMORGAN CHASE & CO | $10.1M | 3.88% | 30,797 | Added |
| 7 | TT | TRANE TECHNOLOGIES PLC | $10.0M | 3.87% | 20,446 | Trimmed |
| 8 | TRV | TRAVELERS COMPANIES INC | $10.0M | 3.84% | 30,242 | Trimmed |
| 9 | AME | AMETEK INC | $9.6M | 3.71% | 39,810 | Added |
| 10 | VMC | VULCAN MATLS CO | $9.5M | 3.64% | 32,059 | Added |
| 11 | ELV | ELEVANCE HEALTH INC FORMERLY | $8.6M | 3.30% | 22,163 | Trimmed |
| 12 | GOOGL | ALPHABET INC | $8.5M | 3.28% | 23,826 | New |
| 13 | XOM | EXXON MOBIL CORP | $8.5M | 3.28% | 62,269 | Trimmed |
| 14 | AMZN | AMAZON COM INC | $8.5M | 3.26% | 35,492 | Trimmed |
| 15 | CTAS | CINTAS CORP | $8.4M | 3.24% | 49,490 | Added |
| 16 | WM | WASTE MGMT INC DEL | $8.3M | 3.19% | 37,157 | Trimmed |
| 17 | AAPL | APPLE INC | $8.1M | 3.11% | 27,891 | Trimmed |
| 18 | MAS | MASCO CORP | $8.0M | 3.09% | 98,522 | Trimmed |
| 19 | COF | CAPITAL ONE FINL CORP | $7.9M | 3.06% | 39,604 | Added |
| 20 | HOOD | ROBINHOOD MKTS INC | $7.6M | 2.94% | 76,201 | New |
| 21 | MSFT | MICROSOFT CORP | $7.6M | 2.94% | 20,504 | Trimmed |
| 22 | META | META PLATFORMS INC | $7.4M | 2.85% | 13,153 | Added |
| 23 | RJF | RAYMOND JAMES FINL INC | $6.5M | 2.50% | 42,771 | Trimmed |
| 24 | LEN | LENNAR CORP | $6.1M | 2.34% | 67,255 | Trimmed |
| 25 | KR | KROGER CO | $5.7M | 2.19% | 102,618 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR