Palmer Knight Co Top Holdings and 13F Report (2024) → The CHIPS Act Motherlode (From True Market Insiders) (Ad) About Palmer Knight CoInvestment ActivityPalmer Knight Co has $205.36 million in total holdings as of March 31, 2024.Palmer Knight Co owns shares of 33 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 10.83% of the portfolio was purchased this quarter.About 0.00% of the portfolio was sold this quarter.This quarter, Palmer Knight Co has purchased 32 new stocks and bought additional shares in 29 stocks.Palmer Knight Co sold shares of 1 stock and completely divested from 0 stocks this quarter.Largest Holdings Amazon.com $9,102,877Capital One Financial $8,790,912Waste Management $8,583,764Travelers Companies $8,447,749Home Depot $8,323,111 Largest New Holdings this Quarter Elevance Health $5,375,704 Holding Largest Purchases this Quarter Elevance Health 10,367 shares (about $5.38M)Starbucks 30,234 shares (about $2.76M)Danaher 10,408 shares (about $2.60M)Home Depot 5,121 shares (about $1.96M)Adobe 3,286 shares (about $1.66M) Largest Sales this Quarter UnitedHealth Group 12 shares (about $5.94K) 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$9,102,877$143,582 ▲1.6%50,4654.4%Retail/WholesaleCOFCapital One Financial$8,790,912$1,320,505 ▲17.7%59,0434.3%FinanceWMWaste Management$8,583,764$171,586 ▲2.0%40,2714.2%Business ServicesTRVTravelers Companies$8,447,749$94,127 ▲1.1%36,7074.1%FinanceHDHome Depot$8,323,111$1,964,449 ▲30.9%21,6974.1%Retail/WholesaleRJFRaymond James$8,295,033$267,756 ▲3.3%64,5934.0%FinanceMSFTMicrosoft$8,081,610$174,178 ▲2.2%19,2093.9%Computer and TechnologyCTASCintas$7,959,930$130,536 ▲1.7%11,5863.9%Industrial ProductsAMATApplied Materials$7,926,863$172,615 ▲2.2%38,4373.9%Computer and TechnologyFIFiserv$7,806,887$185,072 ▲2.4%48,8483.8%Business ServicesPAYXPaychex$7,726,576$1,578,226 ▲25.7%62,9203.8%Business ServicesDHRDanaher$7,625,700$2,599,086 ▲51.7%30,5373.7%Multi-Sector ConglomeratesFTNTFortinet$7,515,466$197,074 ▲2.7%110,0203.7%Computer and TechnologyHONHoneywell International$7,461,043$1,637,690 ▲28.1%36,3513.6%Multi-Sector ConglomeratesZBRAZebra Technologies$7,274,049$222,764 ▲3.2%24,1313.5%Industrial ProductsAAPLApple$7,223,424$74,765 ▲1.0%42,1243.5%Computer and TechnologyADBEAdobe$7,096,694$1,658,116 ▲30.5%14,0643.5%Computer and TechnologyAVYAvery Dennison$6,927,001$158,954 ▲2.3%31,0283.4%Industrial ProductsVMCVulcan Materials$6,853,840$209,057 ▲3.1%25,1133.3%ConstructionSBUXStarbucks$6,829,392$2,763,085 ▲68.0%74,7283.3%Retail/WholesaleJPMJPMorgan Chase & Co.$6,823,019$147,220 ▲2.2%34,0643.3%FinanceBRBroadridge Financial Solutions$6,293,504$158,152 ▲2.6%30,7213.1%Business ServicesFTVFortive$6,204,623$158,707 ▲2.6%72,1303.0%Computer and TechnologyKRKroger$6,119,823$154,251 ▲2.6%107,1213.0%Retail/WholesaleELVElevance Health$5,375,704$5,375,704 ▲New Holding10,3672.6%MedicalDOWDOW$4,917,909$213,704 ▲4.5%84,8942.4%Basic MaterialsTXNTexas Instruments$4,882,758$226,821 ▲4.9%28,0282.4%Computer and TechnologyAPTVAptiv$4,128,419$28,594 ▲0.7%51,8322.0%Business ServicesNVDANVIDIA$2,674,538$25,300 ▲1.0%2,9601.3%Computer and TechnologyVERALTO CORP$623,723$35,819 ▲6.1%7,0350.3%COM SHSMARMarriott International$579,3040.0%2,2960.3%Consumer DiscretionaryUNHUnitedHealth Group$487,280$5,936 ▼-1.2%9850.2%MedicalSRCLStericycle$402,3770.0%7,6280.2%Business ServicesShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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