Loading…
CIK 0001767735 • 6 13F filings • May 6, 2025 – Aug 10, 2026
Import this data to Google Sheets with:
=jivedata("palmer-knight-co","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $8.3M | 4.3%Prev: 3.5% | 23,656 SH | Increased+2,545 SH |
| AMAZON COM INC | COM | $7.9M | 4.2%Prev: 4.4% | 34,362 SH | Decreased-7,974 SH |
| AMERIS BANCORP | COM | $231K | 0.1%Prev: 0.1% | 3,109 SH | Increased |
| APPLE INC | COM | $7.9M | 4.1%Prev: 4.6% | 28,981 SH | Decreased-8,798 SH |
| APPLIED MATLS INC | COM | $7.6M | 4.0%Prev: 3.4% | 29,407 SH | Increased-5,967 SH |
| BROADRIDGE FINL SOLUTIONS IN | COM | $5.5M | 2.9%Prev: 3.3% | 24,569 SH | Decreased-4,923 SH |
| CAPITAL ONE FINL CORP | COM | $9.2M | 4.8%Prev: 3.8% | 37,820 SH | Increased-29 SH |
| CATERPILLAR INC | COM | $7.2M | 3.8%Prev: 3.3% | 12,625 SH | Increased-2,162 SH |
| CHENIERE ENERGY INC | COM NEW | $243K | 0.1%Prev: 0.1% | 1,251 SH | Decreased |
| CINTAS CORP | COM | $7.8M | 4.1%Prev: 3.5% | 41,621 SH | Increased+5,422 SH |
| DANAHER CORPORATION | COM | $8.6M | 4.5%Prev: 4.3% | 37,521 SH | Decreased-8,608 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $7.2M | 3.8%Prev: 1.6% | 20,432 SH | Increased+10,162 SH |
| EXXON MOBIL CORP | COM | $6.5M | 3.4% | 54,009 SH | New |
| FORTINET INC | COM | $6.7M | 3.5%Prev: 3.4% | 84,839 SH | Decreased-114 SH |
| HOME DEPOT INC | COM | $8.4M | 4.4%Prev: 4.1% | 24,548 SH | Decreased+3,420 SH |
| HONEYWELL INTL INC | COM | $6.9M | 3.6%Prev: 3.5% | 35,332 SH | Decreased-6 SH |
| JPMORGAN CHASE & CO. | COM | $8.3M | 4.4%Prev: 3.9% | 25,816 SH | Increased-45 SH |
| KROGER CO | COM | $6.4M | 3.4%Prev: 3.3% | 102,477 SH | Decreased-117 SH |
| LENNAR CORP | CL A | $6.9M | 3.6%Prev: 4.0% | 67,246 SH | Decreased-96 SH |
| MARRIOTT INTL INC NEW | CL A | $710K | 0.4%Prev: 0.3% | 2,290 SH | Increased |
| MICROSOFT CORP | COM | $6.8M | 3.6%Prev: 4.4% | 14,035 SH | Decreased-3,954 SH |
| NVIDIA CORPORATION | COM | $3.3M | 1.7%Prev: 2.0% | 17,557 SH | Decreased-4,596 SH |
| ORACLE CORP | COM | $200K | 0.1%Prev: 0.1% | 1,028 SH | Decreased-28 SH |
| PAYCHEX INC | COM | $8.4M | 4.4%Prev: 3.7% | 74,776 SH | Increased+13,950 SH |
| RAYMOND JAMES FINL INC | COM | $7.1M | 3.7%Prev: 4.4% | 44,342 SH | Decreased-9,671 SH |
| SOLSTICE ADVANCED MATLS INC | COM SHS | $426K | 0.2% | 8,771 SH | New |
| TEXAS INSTRS INC | COM | $7.9M | 4.1%Prev: 2.8% | 45,258 SH | Increased+13,162 SH |
| TRANE TECHNOLOGIES PLC | SHS | $5.5M | 2.9%Prev: 2.8% | 14,238 SH | Decreased+18 SH |
| TRAVELERS COMPANIES INC | COM | $7.9M | 4.1%Prev: 3.6% | 27,121 SH | Increased-122 SH |
| UNITEDHEALTH GROUP INC | COM | $325K | 0.2%Prev: 0.2% | 985 SH | Decreased |
| VULCAN MATLS CO | COM | $5.9M | 3.1%Prev: 3.6% | 20,645 SH | Decreased-3,720 SH |
| WASTE MGMT INC DEL | COM | $8.4M | 4.4%Prev: 4.0% | 38,063 SH | Decreased-80 SH |
| 13F-HR |
| 0001705819-26-000052 |
| $259.7M |
| View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001705819-25-000052 | $234.6M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001705819-26-000038 | $204.9M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001705819-25-000032 | $205.8M | View |