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Disclosery

Palmer Knight Co

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13F filer, CIK 1767735, Jacksonville, FL

Palmer Knight Co reported $234,583,866 across 37 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-29. Its ten largest share positions make up 38.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001705819-25-000052

Period
2025-06-30
Reported value
$235M
Holdings
37
Top 10 weight
38.31%
New
5
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CATnew+15,158$5.88M
LENnew+50,314$5.57M
AMATadded+19,942$3.65M
ADBEadded+7,426$2.87M
ZBRAadded+6,973$2.15M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FTNTreduced-24,359-$2.58M
TRVreduced-7,729-$2.07M
COFreduced-9,409-$2M
JPMreduced-6,719-$1.95M
CTASreduced-8,104-$1.81M

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, Q2 2025

Share positions as resolved from 13F-HR 0001705819-25-000052, largest first. % of portfolio is the value over $234,583,866, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,731 shares; 2024Q4: 49,939 shares; 2025Q1: 37,075 shares; 2025Q2: 43,259 shares 43,259$9.49M4.05%+6,184Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,562 shares; 2024Q4: 41,836 shares; 2025Q1: 41,103 shares; 2025Q2: 47,236 shares 47,236$9.33M3.98%+6,133Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,872 shares; 2024Q4: 38,111 shares; 2025Q1: 30,922 shares; 2025Q2: 50,864 shares 50,864$9.31M3.97%+19,942Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,023 shares; 2024Q4: 19,032 shares; 2025Q1: 18,773 shares; 2025Q2: 18,524 shares 18,524$9.21M3.93%-249Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,463 shares; 2024Q4: 63,711 shares; 2025Q1: 62,701 shares; 2025Q2: 62,547 shares 62,547$9.1M3.88%-154Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,843 shares; 2024Q4: 40,008 shares; 2025Q1: 39,358 shares; 2025Q2: 39,208 shares 39,208$8.97M3.82%-150Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,850 shares; 2024Q4: 76,860 shares; 2025Q1: 75,579 shares; 2025Q2: 96,441 shares 96,441$8.84M3.77%+20,862Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,402 shares; 2024Q4: 48,495 shares; 2025Q1: 47,741 shares; 2025Q2: 50,186 shares 50,186$8.65M3.69%+2,445Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,457 shares; 2024Q4: 57,323 shares; 2025Q1: 56,405 shares; 2025Q2: 55,664 shares 55,664$8.54M3.64%-741Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,407 shares; 2024Q4: 36,771 shares; 2025Q1: 36,175 shares; 2025Q2: 36,194 shares 36,194$8.43M3.59%+19Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,276 shares; 2024Q4: 14,463 shares; 2025Q1: 14,256 shares; 2025Q2: 21,682 shares 21,682$8.39M3.58%+7,426Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,058 shares; 2024Q4: 49,272 shares; 2025Q1: 48,445 shares; 2025Q2: 39,036 shares 39,036$8.31M3.54%-9,409Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,780 shares; 2024Q4: 45,957 shares; 2025Q1: 45,214 shares; 2025Q2: 37,110 shares 37,110$8.27M3.53%-8,104Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,756 shares; 2024Q4: 21,918 shares; 2025Q1: 21,611 shares; 2025Q2: 21,716 shares 21,716$7.96M3.39%+105Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,539 shares; 2024Q4: 41,548 shares; 2025Q1: 33,255 shares; 2025Q2: 38,791 shares 38,791$7.96M3.39%+5,536Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,609 shares; 2024Q4: 33,736 shares; 2025Q1: 33,208 shares; 2025Q2: 26,489 shares 26,489$7.68M3.27%-6,719Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,287 shares; 2024Q4: 107,295 shares; 2025Q1: 105,311 shares; 2025Q2: 105,078 shares 105,078$7.54M3.21%-233Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,451 shares; 2024Q4: 36,449 shares; 2025Q1: 35,785 shares; 2025Q2: 28,056 shares 28,056$7.51M3.2%-7,729Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,768 shares; 2024Q4: 30,925 shares; 2025Q1: 30,415 shares; 2025Q2: 30,370 shares 30,370$7.38M3.15%-45Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,971 shares; 2024Q4: 95,092 shares; 2025Q1: 93,632 shares; 2025Q2: 69,273 shares 69,273$7.32M3.12%-24,359Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,143 shares; 2024Q4: 22,169 shares; 2025Q1: 21,874 shares; 2025Q2: 30,554 shares 30,554$7.26M3.09%+8,680Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,692 shares; 2024Q4: 31,112 shares; 2025Q1: 30,626 shares; 2025Q2: 40,647 shares 40,647$7.13M3.04%+10,021Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,959 shares; 2024Q4: 21,606 shares; 2025Q1: 15,479 shares; 2025Q2: 22,452 shares 22,452$6.92M2.95%+6,973Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,131 shares; 2024Q4: 25,352 shares; 2025Q1: 24,931 shares; 2025Q2: 24,951 shares 24,951$6.51M2.77%+20Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,745 shares; 2024Q4: 14,848 shares; 2025Q1: 14,586 shares; 2025Q2: 14,558 shares 14,558$6.37M2.71%-28Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,158 shares 15,158$5.88M2.51%newTimeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,049 shares; 2024Q4: 28,389 shares; 2025Q1: 27,923 shares; 2025Q2: 28,027 shares 28,027$5.82M2.48%+104Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,314 shares 50,314$5.57M2.37%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,791 shares; 2024Q4: 26,773 shares; 2025Q1: 26,773 shares; 2025Q2: 26,553 shares 26,553$4.2M1.79%-220Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,504 shares; 2024Q4: 10,717 shares; 2025Q1: 10,543 shares; 2025Q2: 10,523 shares 10,523$4.09M1.74%-20Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,010 shares; 2024Q4: 74,077 shares; 2025Q1: 72,700 shares; 2025Q2: 73,001 shares 73,001$3.81M1.62%+301Timeline
RALRALLIANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,272 shares 24,272$1.18M0.5%newTimeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,296 shares; 2024Q4: 2,296 shares; 2025Q1: 2,290 shares; 2025Q2: 2,290 shares 2,290$626K0.27%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares 985$307K0.13%0Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,251 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares 1,251$305K0.13%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,056 shares 1,056$231K0.1%newTimeline
ABCBAMERIS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,109 shares 3,109$201K0.09%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VLTOVERALTO CORP7,573$738Kshares

How Q2 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 0001705819-25-000052 base2025-07-29acceptance time not in the bulk data set