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Palmer Knight Co

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13F filer, CIK 1767735, Jacksonville, FL

Palmer Knight Co reported $190,536,998 across 32 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-03. Its ten largest share positions make up 43.68% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001705819-26-000019

Period
2025-12-31
Reported value
$191M
Holdings
32
Top 10 weight
43.68%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XOMnew+54,009$6.5M
ELVadded+10,162$3.56M
TXNadded+13,162$2.28M
PAYXadded+13,950$1.56M
HDadded+3,420$1.18M

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
FISVexited-63,692-$8.21M
ZBRAexited-21,834-$6.49M
AVYexited-39,586-$6.42M
AAPLreduced-8,798-$2.39M
DHRreduced-8,608-$1.97M

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, Q4 2025

Share positions as resolved from 13F-HR 0001705819-26-000019, largest first. % of portfolio is the value over $190,536,998, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,058 shares; 2024Q4: 49,272 shares; 2025Q1: 48,445 shares; 2025Q2: 39,036 shares; 2025Q3: 37,849 shares; 2025Q4: 37,820 shares 37,820$9.17M4.81%-29Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,562 shares; 2024Q4: 41,836 shares; 2025Q1: 41,103 shares; 2025Q2: 47,236 shares; 2025Q3: 46,129 shares; 2025Q4: 37,521 shares 37,521$8.59M4.51%-8,608Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,756 shares; 2024Q4: 21,918 shares; 2025Q1: 21,611 shares; 2025Q2: 21,716 shares; 2025Q3: 21,128 shares; 2025Q4: 24,548 shares 24,548$8.45M4.43%+3,420Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,463 shares; 2024Q4: 63,711 shares; 2025Q1: 62,701 shares; 2025Q2: 62,547 shares; 2025Q3: 60,826 shares; 2025Q4: 74,776 shares 74,776$8.39M4.4%+13,950Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,843 shares; 2024Q4: 40,008 shares; 2025Q1: 39,358 shares; 2025Q2: 39,208 shares; 2025Q3: 38,143 shares; 2025Q4: 38,063 shares 38,063$8.36M4.39%-80Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,609 shares; 2024Q4: 33,736 shares; 2025Q1: 33,208 shares; 2025Q2: 26,489 shares; 2025Q3: 25,861 shares; 2025Q4: 25,816 shares 25,816$8.32M4.37%-45Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,276 shares; 2024Q4: 14,463 shares; 2025Q1: 14,256 shares; 2025Q2: 21,682 shares; 2025Q3: 21,111 shares; 2025Q4: 23,656 shares 23,656$8.28M4.35%+2,545Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,731 shares; 2024Q4: 49,939 shares; 2025Q1: 37,075 shares; 2025Q2: 43,259 shares; 2025Q3: 42,336 shares; 2025Q4: 34,362 shares 34,362$7.93M4.16%-7,974Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,539 shares; 2024Q4: 41,548 shares; 2025Q1: 33,255 shares; 2025Q2: 38,791 shares; 2025Q3: 37,779 shares; 2025Q4: 28,981 shares 28,981$7.88M4.14%-8,798Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,451 shares; 2024Q4: 36,449 shares; 2025Q1: 35,785 shares; 2025Q2: 28,056 shares; 2025Q3: 27,243 shares; 2025Q4: 27,121 shares 27,121$7.87M4.13%-122Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,049 shares; 2024Q4: 28,389 shares; 2025Q1: 27,923 shares; 2025Q2: 28,027 shares; 2025Q3: 32,096 shares; 2025Q4: 45,258 shares 45,258$7.85M4.12%+13,162Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,780 shares; 2024Q4: 45,957 shares; 2025Q1: 45,214 shares; 2025Q2: 37,110 shares; 2025Q3: 36,199 shares; 2025Q4: 41,621 shares 41,621$7.83M4.11%+5,422Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,872 shares; 2024Q4: 38,111 shares; 2025Q1: 30,922 shares; 2025Q2: 50,864 shares; 2025Q3: 35,374 shares; 2025Q4: 29,407 shares 29,407$7.56M3.97%-5,967Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,158 shares; 2025Q3: 14,787 shares; 2025Q4: 12,625 shares 12,625$7.23M3.8%-2,162Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,504 shares; 2024Q4: 10,717 shares; 2025Q1: 10,543 shares; 2025Q2: 10,523 shares; 2025Q3: 10,270 shares; 2025Q4: 20,432 shares 20,432$7.16M3.76%+10,162Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,457 shares; 2024Q4: 57,323 shares; 2025Q1: 56,405 shares; 2025Q2: 55,664 shares; 2025Q3: 54,013 shares; 2025Q4: 44,342 shares 44,342$7.12M3.74%-9,671Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,314 shares; 2025Q3: 67,342 shares; 2025Q4: 67,246 shares 67,246$6.91M3.63%-96Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,407 shares; 2024Q4: 36,771 shares; 2025Q1: 36,175 shares; 2025Q2: 36,194 shares; 2025Q3: 35,338 shares; 2025Q4: 35,332 shares 35,332$6.89M3.62%-6Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,023 shares; 2024Q4: 19,032 shares; 2025Q1: 18,773 shares; 2025Q2: 18,524 shares; 2025Q3: 17,989 shares; 2025Q4: 14,035 shares 14,035$6.79M3.56%-3,954Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,971 shares; 2024Q4: 95,092 shares; 2025Q1: 93,632 shares; 2025Q2: 69,273 shares; 2025Q3: 84,953 shares; 2025Q4: 84,839 shares 84,839$6.74M3.54%-114Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,009 shares 54,009$6.5M3.41%newTimeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,287 shares; 2024Q4: 107,295 shares; 2025Q1: 105,311 shares; 2025Q2: 105,078 shares; 2025Q3: 102,594 shares; 2025Q4: 102,477 shares 102,477$6.4M3.36%-117Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,131 shares; 2024Q4: 25,352 shares; 2025Q1: 24,931 shares; 2025Q2: 24,951 shares; 2025Q3: 24,365 shares; 2025Q4: 20,645 shares 20,645$5.89M3.09%-3,720Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,745 shares; 2024Q4: 14,848 shares; 2025Q1: 14,586 shares; 2025Q2: 14,558 shares; 2025Q3: 14,220 shares; 2025Q4: 14,238 shares 14,238$5.54M2.91%+18Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,768 shares; 2024Q4: 30,925 shares; 2025Q1: 30,415 shares; 2025Q2: 30,370 shares; 2025Q3: 29,492 shares; 2025Q4: 24,569 shares 24,569$5.48M2.88%-4,923Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,791 shares; 2024Q4: 26,773 shares; 2025Q1: 26,773 shares; 2025Q2: 26,553 shares; 2025Q3: 22,153 shares; 2025Q4: 17,557 shares 17,557$3.27M1.72%-4,596Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,296 shares; 2024Q4: 2,296 shares; 2025Q1: 2,290 shares; 2025Q2: 2,290 shares; 2025Q3: 2,290 shares; 2025Q4: 2,290 shares 2,290$710K0.37%0Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,771 shares 8,771$426K0.22%newTimeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 985 shares 985$325K0.17%0Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,251 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: 1,251 shares; 2025Q4: 1,251 shares 1,251$243K0.13%0Timeline
ABCBAMERIS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,109 shares; 2025Q3: 3,109 shares; 2025Q4: 3,109 shares 3,109$231K0.12%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: 1,028 shares 1,028$200K0.11%-28Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
FISVFISERV INC63,692$8.21Mshares
ZBRAZEBRA TECHNOLOGIES CORPORATI21,834$6.49Mshares
AVYAVERY DENNISON CORP39,586$6.42Mshares

How Q4 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 0001705819-26-000019 base2026-02-03acceptance time not in the bulk data set