PALMER KNIGHT CO
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KR | 105K | $7.58M |
 | MAS | 101K | $6.10M |
 | FTNT | 83K | $6.79M |
 | LEN | 69K | $5.98M |
 | XOM | 64K | $10.83M |
 | SOLS | 49K | $3.72M |
 | TXN | 46K | $8.84M |
 | RJF | 44K | $6.34M |
 | CTAS | 43K | $7.29M |
 | DHR | 40K | $7.55M |
 | WM | 38K | $8.72M |
 | HON | 37K | $8.36M |
 | COF | 37K | $6.66M |
 | AMZN | 36K | $7.56M |
 | AME | 33K | $7.03M |
 | TRV | 31K | $9.08M |
 | AMAT | 30K | $10.12M |
 | AAPL | 29K | $7.27M |
 | VMC | 27K | $7.47M |
 | JPM | 27K | $7.83M |
The Kroger Co.
KR
Shares Held
105K
Value
$7.58M
Masco Corporation
MAS
Shares Held
101K
Value
$6.10M
Fortinet, Inc.
FTNT
Shares Held
83K
Value
$6.79M
Lennar Corporation
LEN
Shares Held
69K
Value
$5.98M
Exxon Mobil Corporation
XOM
Shares Held
64K
Value
$10.83M
Solstice Advanced Materials Inc.
SOLS
Shares Held
49K
Value
$3.72M
Texas Instruments Incorporated
TXN
Shares Held
46K
Value
$8.84M
Raymond James Financial, Inc.
RJF
Shares Held
44K
Value
$6.34M
Cintas Corporation
CTAS
Shares Held
43K
Value
$7.29M
Danaher Corporation
DHR
Shares Held
40K
Value
$7.55M
Waste Management, Inc.
WM
Shares Held
38K
Value
$8.72M
Honeywell International Inc.
HON
Shares Held
37K
Value
$8.36M
Capital One Financial Corporation
COF
Shares Held
37K
Value
$6.66M
Amazon.com, Inc.
AMZN
Shares Held
36K
Value
$7.56M
AMETEK, Inc.
AME
Shares Held
33K
Value
$7.03M
The Travelers Companies, Inc.
TRV
Shares Held
31K
Value
$9.08M
Applied Materials, Inc.
AMAT
Shares Held
30K
Value
$10.12M
Apple Inc.
AAPL
Shares Held
29K
Value
$7.27M
Vulcan Materials Company
VMC
Shares Held
27K
Value
$7.47M
JPMorgan Chase & Co.
JPM
Shares Held
27K
Value
$7.83M