PALMER KNIGHT CO
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KR | 102K | $6.40M |
 | FTNT | 85K | $6.74M |
 | PAYX | 75K | $8.39M |
 | LEN | 67K | $6.91M |
 | XOM | 54K | $6.50M |
 | TXN | 45K | $7.85M |
 | RJF | 44K | $7.12M |
 | CTAS | 42K | $7.83M |
 | WM | 38K | $8.36M |
 | COF | 38K | $9.17M |
 | DHR | 38K | $8.59M |
 | HON | 35K | $6.89M |
 | AMZN | 34K | $7.93M |
 | AMAT | 29K | $7.56M |
 | AAPL | 29K | $7.88M |
 | TRV | 27K | $7.87M |
 | JPM | 26K | $8.32M |
 | BR | 25K | $5.48M |
 | HD | 25K | $8.45M |
 | ADBE | 24K | $8.28M |
The Kroger Co.
KR
Shares Held
102K
Value
$6.40M
Fortinet, Inc.
FTNT
Shares Held
85K
Value
$6.74M
Paychex, Inc.
PAYX
Shares Held
75K
Value
$8.39M
Lennar Corporation
LEN
Shares Held
67K
Value
$6.91M
Exxon Mobil Corporation
XOM
Shares Held
54K
Value
$6.50M
Texas Instruments Incorporated
TXN
Shares Held
45K
Value
$7.85M
Raymond James Financial, Inc.
RJF
Shares Held
44K
Value
$7.12M
Cintas Corporation
CTAS
Shares Held
42K
Value
$7.83M
Waste Management, Inc.
WM
Shares Held
38K
Value
$8.36M
Capital One Financial Corporation
COF
Shares Held
38K
Value
$9.17M
Danaher Corporation
DHR
Shares Held
38K
Value
$8.59M
Honeywell International Inc.
HON
Shares Held
35K
Value
$6.89M
Amazon.com, Inc.
AMZN
Shares Held
34K
Value
$7.93M
Applied Materials, Inc.
AMAT
Shares Held
29K
Value
$7.56M
Apple Inc.
AAPL
Shares Held
29K
Value
$7.88M
The Travelers Companies, Inc.
TRV
Shares Held
27K
Value
$7.87M
JPMorgan Chase & Co.
JPM
Shares Held
26K
Value
$8.32M
Broadridge Financial Solutions, Inc.
BR
Shares Held
25K
Value
$5.48M
The Home Depot, Inc.
HD
Shares Held
25K
Value
$8.45M
Adobe Inc.
ADBE
Shares Held
24K
Value
$8.28M