Palmer Knight Co Top Holdings and 13F Report (2026) About Palmer Knight CoInvestment ActivityPalmer Knight Co has $259.73 million in total holdings as of June 30, 2026.Palmer Knight Co owns shares of 36 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 17.66% of the portfolio was purchased this quarter.About 10.50% of the portfolio was sold this quarter.This quarter, Palmer Knight Co has purchased 32 new stocks and bought additional shares in 7 stocks.Palmer Knight Co sold shares of 19 stocks and completely divested from 2 stocks this quarter.Largest Holdings Applied Materials $16,473,555Caterpillar $13,239,902Fortinet $12,390,528Texas Instruments $10,566,283Home Depot $10,426,056 Largest New Holdings this Quarter 02079K305 - Alphabet $8,514,698 Holding770700102 - Robinhood Markets $7,641,436 Holding459200101 - International Business Machines $4,950,702 Holding438516205 - HONEYWELL INTL INC $4,924,904 Holding43849R105 - HONEYWELL AEROSPACE INC $4,862,876 Holding Largest Purchases this Quarter Alphabet 23,826 shares (about $8.51M)Robinhood Markets 76,201 shares (about $7.64M)International Business Machines 17,605 shares (about $4.95M)HONEYWELL INTL INC 21,996 shares (about $4.92M)HONEYWELL AEROSPACE INC 21,996 shares (about $4.86M) Largest Sales this Quarter Applied Materials 6,836 shares (about $4.94M)Texas Instruments 10,070 shares (about $3.00M)Fortinet 2,425 shares (about $372.53K)Caterpillar 328 shares (about $349.29K)Travelers Companies 873 shares (about $288.19K) 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 PortfolioSectorAMATApplied Materials$16,473,555$4,942,428 â–¼-23.1%22,7856.3%TechnologyCATCaterpillar$13,239,902$349,287 â–¼-2.6%12,4335.1%IndustrialsFTNTFortinet$12,390,528$372,528 â–¼-2.9%80,6574.8%TechnologyTXNTexas Instruments$10,566,283$3,001,565 â–¼-22.1%35,4494.1%TechnologyHDHome Depot$10,426,056$2,064,614 â–²24.7%29,5624.0%Consumer DiscretionaryJPMJPMorgan Chase & Co.$10,080,782$1,368,567 â–²15.7%30,7973.9%FinanceTTTrane Technologies$10,042,257$245,089 â–¼-2.4%20,4463.9%IndustrialsTRVTravelers Companies$9,983,489$288,195 â–¼-2.8%30,2423.8%FinanceAMEAMETEK$9,631,631$1,692,612 â–²21.3%39,8103.7%TechnologyVMCVulcan Materials$9,457,726$1,368,256 â–²16.9%32,0593.6%MaterialsELVElevance Health$8,571,097$198,006 â–¼-2.3%22,1633.3%HealthcareGOOGLAlphabet$8,514,698$8,514,698 â–²New Holding23,8263.3%Communication ServicesXOMExxonMobil$8,513,370$210,548 â–¼-2.4%62,2693.3%EnergyAMZNAmazon.com$8,459,163$187,574 â–¼-2.2%35,4923.3%Consumer DiscretionaryCTASCintas$8,417,259$1,082,559 â–²14.8%49,4903.2%IndustrialsWMWaste Management$8,281,552$177,858 â–¼-2.1%37,1573.2%IndustrialsAAPLApple$8,070,540$213,548 â–¼-2.6%27,8913.1%TechnologyMASMasco$8,016,735$205,622 â–¼-2.5%98,5223.1%IndustrialsCOFCapital One Financial$7,945,354$619,515 â–²8.5%39,6043.1%FinanceMSFTMicrosoft$7,648,402$188,002 â–¼-2.4%20,5042.9%TechnologyHOODRobinhood Markets$7,641,436$7,641,436 â–²New Holding76,2012.9%FinanceMETAMeta Platforms$7,408,953$3,878,815 â–²109.9%13,1532.9%Communication ServicesRJFRaymond James Financial$6,502,475$153,550 â–¼-2.3%42,7712.5%FinanceLENLennar$6,085,905$145,870 â–¼-2.3%67,2552.3%Consumer DiscretionaryKRKroger$5,698,378$120,500 â–¼-2.1%102,6182.2%Consumer StaplesIBMInternational Business Machines$4,950,702$4,950,702 â–²New Holding17,6051.9%TechnologyHONEYWELL INTL INC$4,924,904$4,924,904 â–²New Holding21,9961.9%COMHONEYWELL AEROSPACE INC$4,862,876$4,862,876 â–²New Holding21,9961.9%COMADBEAdobe$4,566,615$111,531 â–¼-2.4%22,2741.8%TechnologySOLSTICE ADVANCED MATLS INC$4,235,612$90,106 â–¼-2.1%47,8061.6%COM SHSNVDANVIDIA$3,377,719$168,076 â–¼-4.7%16,8811.3%TechnologySPACE EXPLORATION TECHN CORP$2,909,233$2,909,233 â–²New Holding17,0271.1%CLASS A COM STKMARMarriott International$848,6510.0%2,2900.3%Consumer DiscretionaryUNHUnitedHealth Group$409,3960.0%9850.2%HealthcareCHENIERE ENERGY INC$299,0020.0%1,2510.1%COM NEWABCBAmeris Bancorp$280,6180.0%3,1090.1%FinanceHONHoneywell International$0$8,355,877 â–¼-100.0%00.0%IndustrialsDHRDanaher$0$7,553,095 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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