Palmer Knight Co Top Holdings and 13F Report (2025) About Palmer Knight CoInvestment ActivityPalmer Knight Co has $234.58 million in total holdings as of June 30, 2025.Palmer Knight Co owns shares of 37 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 13.50% of the portfolio was purchased this quarter.About 4.91% of the portfolio was sold this quarter.This quarter, Palmer Knight Co has purchased 33 new stocks and bought additional shares in 15 stocks.Palmer Knight Co sold shares of 14 stocks and completely divested from 1 stock this quarter.Largest Holdings Amazon.com $9,490,592Danaher $9,330,999Applied Materials $9,311,672Microsoft $9,214,023Paychex $9,098,087 Largest New Holdings this Quarter 149123101 - Caterpillar $5,884,487 Holding526057104 - Lennar $5,565,232 Holding750940108 - RALLIANT CORP $1,176,949 Holding68389X105 - Oracle $230,873 Holding03076K108 - Ameris Bancorp $201,152 Holding Largest Purchases this Quarter Caterpillar 15,158 shares (about $5.88M)Lennar 50,314 shares (about $5.57M)Applied Materials 19,942 shares (about $3.65M)Adobe 7,426 shares (about $2.87M)Zebra Technologies 6,973 shares (about $2.15M) Largest Sales this Quarter Fortinet 24,359 shares (about $2.58M)Travelers Companies 7,729 shares (about $2.07M)Capital One Financial 9,409 shares (about $2.00M)JPMorgan Chase & Co. 6,719 shares (about $1.95M)Cintas 8,104 shares (about $1.81M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPalmer Knight Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$9,490,592$1,356,708 ▲16.7%43,2594.0%Retail/WholesaleDHRDanaher$9,330,999$1,211,513 ▲14.9%47,2364.0%MedicalAMATApplied Materials$9,311,672$3,650,782 ▲64.5%50,8644.0%Computer and TechnologyMSFTMicrosoft$9,214,023$123,855 ▼-1.3%18,5243.9%Computer and TechnologyPAYXPaychex$9,098,087$22,401 ▼-0.2%62,5473.9%Computer and TechnologyWMWaste Management$8,971,575$34,323 ▼-0.4%39,2083.8%Business ServicesSBUXStarbucks$8,836,889$1,911,585 ▲27.6%96,4413.8%Retail/WholesaleFIFiserv$8,652,568$421,542 ▲5.1%50,1863.7%Business ServicesRJFRaymond James Financial$8,537,188$113,647 ▼-1.3%55,6643.6%FinanceHONHoneywell International$8,428,859$4,425 ▲0.1%36,1943.6%Multi-Sector ConglomeratesADBEAdobe$8,388,332$2,872,971 ▲52.1%21,6823.6%Computer and TechnologyCOFCapital One Financial$8,305,299$2,001,859 ▼-19.4%39,0363.5%FinanceCTASCintas$8,270,706$1,806,139 ▼-17.9%37,1103.5%Business ServicesHDHome Depot$7,962,090$38,498 ▲0.5%21,7163.4%Retail/WholesaleAAPLApple$7,958,749$1,135,821 ▲16.6%38,7913.4%Computer and TechnologyJPMJPMorgan Chase & Co.$7,679,426$1,947,905 ▼-20.2%26,4893.3%FinanceKRKroger$7,537,245$16,713 ▼-0.2%105,0783.2%Retail/WholesaleTRVTravelers Companies$7,506,102$2,067,817 ▼-21.6%28,0563.2%FinanceBRBroadridge Financial Solutions$7,380,821$10,936 ▼-0.1%30,3703.1%Computer and TechnologyFTNTFortinet$7,323,542$2,575,234 ▼-26.0%69,2733.1%Computer and TechnologyLULUlululemon athletica$7,259,019$2,062,194 ▲39.7%30,5543.1%Consumer DiscretionaryAVYAvery Dennison$7,132,329$1,758,385 ▲32.7%40,6473.0%IndustrialsZBRAZebra Technologies$6,923,299$2,150,194 ▲45.0%22,4523.0%IndustrialsVMCVulcan Materials$6,507,720$5,216 ▲0.1%24,9512.8%ConstructionTTTrane Technologies$6,367,815$12,247 ▼-0.2%14,5582.7%ConstructionCATCaterpillar$5,884,487$5,884,487 ▲New Holding15,1582.5%IndustrialsTXNTexas Instruments$5,818,966$21,592 ▲0.4%28,0272.5%Computer and TechnologyLENLennar$5,565,232$5,565,232 ▲New Holding50,3142.4%ConstructionNVDANVIDIA$4,195,108$34,758 ▼-0.8%26,5531.8%Computer and TechnologyELVElevance Health$4,093,026$7,779 ▼-0.2%10,5231.7%MedicalFTVFortive$3,805,542$15,691 ▲0.4%73,0011.6%Computer and TechnologyRALLIANT CORP$1,176,949$1,176,949 ▲New Holding24,2720.5%COMMARMarriott International$625,6510.0%2,2900.3%Consumer DiscretionaryUNHUnitedHealth Group$307,2900.0%9850.1%MedicalCHENIERE ENERGY INC$304,6440.0%1,2510.1%COM NEWORCLOracle$230,873$230,873 ▲New Holding1,0560.1%Computer and TechnologyABCBAmeris Bancorp$201,152$201,152 ▲New Holding3,1090.1%FinanceVERALTO CORP$0$737,989 ▼-100.0%00.0%COM SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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