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Palmer Knight Co

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13F filer, CIK 1767735, Jacksonville, FL

Palmer Knight Co reported $205,791,677 across 33 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-06. Its ten largest share positions make up 43.87% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001705819-25-000032

Period
2025-03-31
Reported value
$206M
Holdings
33
Top 10 weight
43.87%
New
0
Sold out
0

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMZNreduced-12,864-$2.45M
AAPLreduced-8,293-$1.84M
ZBRAreduced-6,127-$1.73M
AMATreduced-7,189-$1.04M
TRVreduced-664-$176K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001705819-25-000032, largest first. % of portfolio is the value over $205,791,677, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,402 shares; 2024Q4: 48,495 shares; 2025Q1: 47,741 shares 47,741$10.5M5.12%-754Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,463 shares; 2024Q4: 63,711 shares; 2025Q1: 62,701 shares 62,701$9.67M4.7%-1,010Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,451 shares; 2024Q4: 36,449 shares; 2025Q1: 35,785 shares 35,785$9.46M4.6%-664Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,780 shares; 2024Q4: 45,957 shares; 2025Q1: 45,214 shares 45,214$9.29M4.52%-743Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,843 shares; 2024Q4: 40,008 shares; 2025Q1: 39,358 shares 39,358$9.11M4.43%-650Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,971 shares; 2024Q4: 95,092 shares; 2025Q1: 93,632 shares 93,632$9.01M4.38%-1,460Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,058 shares; 2024Q4: 49,272 shares; 2025Q1: 48,445 shares 48,445$8.69M4.22%-827Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,562 shares; 2024Q4: 41,836 shares; 2025Q1: 41,103 shares 41,103$8.43M4.09%-733Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,609 shares; 2024Q4: 33,736 shares; 2025Q1: 33,208 shares 33,208$8.15M3.96%-528Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,756 shares; 2024Q4: 21,918 shares; 2025Q1: 21,611 shares 21,611$7.92M3.85%-307Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,457 shares; 2024Q4: 57,323 shares; 2025Q1: 56,405 shares 56,405$7.84M3.81%-918Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,407 shares; 2024Q4: 36,771 shares; 2025Q1: 36,175 shares 36,175$7.66M3.72%-596Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,850 shares; 2024Q4: 76,860 shares; 2025Q1: 75,579 shares 75,579$7.41M3.6%-1,281Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,539 shares; 2024Q4: 41,548 shares; 2025Q1: 33,255 shares 33,255$7.39M3.59%-8,293Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,768 shares; 2024Q4: 30,925 shares; 2025Q1: 30,415 shares 30,415$7.37M3.58%-510Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,287 shares; 2024Q4: 107,295 shares; 2025Q1: 105,311 shares 105,311$7.13M3.46%-1,984Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,731 shares; 2024Q4: 49,939 shares; 2025Q1: 37,075 shares 37,075$7.05M3.43%-12,864Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,023 shares; 2024Q4: 19,032 shares; 2025Q1: 18,773 shares 18,773$7.05M3.42%-259Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,143 shares; 2024Q4: 22,169 shares; 2025Q1: 21,874 shares 21,874$6.19M3.01%-295Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,131 shares; 2024Q4: 25,352 shares; 2025Q1: 24,931 shares 24,931$5.82M2.83%-421Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,276 shares; 2024Q4: 14,463 shares; 2025Q1: 14,256 shares 14,256$5.47M2.66%-207Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,692 shares; 2024Q4: 31,112 shares; 2025Q1: 30,626 shares 30,626$5.45M2.65%-486Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,010 shares; 2024Q4: 74,077 shares; 2025Q1: 72,700 shares 72,700$5.32M2.59%-1,377Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,049 shares; 2024Q4: 28,389 shares; 2025Q1: 27,923 shares 27,923$5.02M2.44%-466Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,745 shares; 2024Q4: 14,848 shares; 2025Q1: 14,586 shares 14,586$4.91M2.39%-262Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,504 shares; 2024Q4: 10,717 shares; 2025Q1: 10,543 shares 10,543$4.59M2.23%-174Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,872 shares; 2024Q4: 38,111 shares; 2025Q1: 30,922 shares 30,922$4.49M2.18%-7,189Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,959 shares; 2024Q4: 21,606 shares; 2025Q1: 15,479 shares 15,479$4.37M2.13%-6,127Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,791 shares; 2024Q4: 26,773 shares; 2025Q1: 26,773 shares 26,773$2.9M1.41%0Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,124 shares; 2024Q4: 7,659 shares; 2025Q1: 7,573 shares 7,573$738K0.36%-86Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,296 shares; 2024Q4: 2,296 shares; 2025Q1: 2,290 shares 2,290$545K0.27%-6Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: 985 shares 985$516K0.25%0Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,251 shares; 2025Q1: 1,251 shares 1,251$289K0.14%0Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001705819-25-000032 base2025-05-06acceptance time not in the bulk data set