Palmer Knight Co
Palmer Knight Co reported 36 holdings worth US$260M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Palmer Knight Co reported 36 holdings worth US$260M as of Jun 30, 2026. Largest: Applied Materials, Inc., Caterpillar, Inc. and Fortinet, Inc. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 36
- Value as reported
- US$260M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Applied Materials, Inc. | 22,785 | US$16.5M | 6.3% |
| Caterpillar, Inc. | 12,433 | US$13.2M | 5.1% |
| Fortinet, Inc. | 80,657 | US$12.4M | 4.8% |
| Texas Instruments Incorporated | 35,449 | US$10.6M | 4.1% |
| Home Depot, Inc. (the) | 29,562 | US$10.4M | 4.0% |
| Jp Morgan Chase & Co. | 30,797 | US$10.1M | 3.9% |
| The Travelers Companies, Inc. | 30,242 | US$9.98M | 3.8% |
| Ametek, Inc. | 39,810 | US$9.63M | 3.7% |
| Vulcan Materials Company (holding Company) | 32,059 | US$9.46M | 3.6% |
| Elevance Health, Inc. | 22,163 | US$8.57M | 3.3% |
| Alphabet Inc (google) Class C | 23,826 | US$8.51M | 3.3% |
| Exxon Mobil Corporation | 62,269 | US$8.51M | 3.3% |
| Amazon.com, Inc. | 35,492 | US$8.46M | 3.3% |
| Cintas Corporation | 49,490 | US$8.42M | 3.2% |
| Waste Management, Inc. | 37,157 | US$8.28M | 3.2% |
| Apple Inc | 27,891 | US$8.07M | 3.1% |
| Masco Corporation | 98,522 | US$8.02M | 3.1% |
| Capital One Financial Corporation | 39,604 | US$7.95M | 3.1% |
| Microsoft Corp. | 20,504 | US$7.65M | 2.9% |
| Robinhood Markets, Inc. | 76,201 | US$7.64M | 2.9% |
| Meta Platforms, Inc. | 13,153 | US$7.41M | 2.9% |
| Raymond James Financial, Inc. | 42,771 | US$6.5M | 2.5% |
| Lennar Corporation | 67,255 | US$6.09M | 2.3% |
| Kroger Company (the) | 103K | US$5.7M | 2.2% |
| International Business Machines Corporation | 17,605 | US$4.95M | 1.9% |
| Adobe Inc. | 22,274 | US$4.57M | 1.8% |
| Solstice Advanced Materials Inc. | 47,806 | US$4.24M | 1.6% |
| Nvidia Corporation | 16,881 | US$3.38M | 1.3% |
| Space Exploration Technologies Corp | 17,027 | US$2.91M | 1.1% |
| Marriott International | 2,290 | US$849K | 0.33% |
| Unitedhealth Group Incorporated | 985 | US$409K | 0.16% |
| Cheniere Energy, Inc. | 1,251 | US$299K | 0.12% |
| Ameris Bancorp | 3,109 | US$281K | 0.11% |
| Danaher Corporation | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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