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Palmer Knight Co

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13F filer, CIK 1767735, Jacksonville, FL

Palmer Knight Co reported $259,732,854 across 36 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-10. Its ten largest share positions make up 43.23% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001705819-26-000052

Period
2026-06-30
Reported value
$260M
Holdings
36
Top 10 weight
43.23%
New
6
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLnew+23,826$8.51M
HOODnew+76,201$7.64M
IBMnew+17,605$4.95M
HONnew+21,996$4.92M
HONAnew+21,996$4.86M

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
HONexited-36,968-$8.36M
DHRexited-39,837-$7.55M
AMATreduced-6,836-$4.94M
TXNreduced-10,070-$3M
FTNTreduced-2,425-$373K

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 2026

Share positions as resolved from 13F-HR 0001705819-26-000052, largest first. % of portfolio is the value over $259,732,854, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,872 shares; 2024Q4: 38,111 shares; 2025Q1: 30,922 shares; 2025Q2: 50,864 shares; 2025Q3: 35,374 shares; 2025Q4: 29,407 shares; 2026Q1: 29,621 shares; 2026Q2: 22,785 shares 22,785$16.5M6.34%-6,836Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,158 shares; 2025Q3: 14,787 shares; 2025Q4: 12,625 shares; 2026Q1: 12,761 shares; 2026Q2: 12,433 shares 12,433$13.2M5.1%-328Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,971 shares; 2024Q4: 95,092 shares; 2025Q1: 93,632 shares; 2025Q2: 69,273 shares; 2025Q3: 84,953 shares; 2025Q4: 84,839 shares; 2026Q1: 83,082 shares; 2026Q2: 80,657 shares 80,657$12.4M4.77%-2,425Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,049 shares; 2024Q4: 28,389 shares; 2025Q1: 27,923 shares; 2025Q2: 28,027 shares; 2025Q3: 32,096 shares; 2025Q4: 45,258 shares; 2026Q1: 45,519 shares; 2026Q2: 35,449 shares 35,449$10.6M4.07%-10,070Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,756 shares; 2024Q4: 21,918 shares; 2025Q1: 21,611 shares; 2025Q2: 21,716 shares; 2025Q3: 21,128 shares; 2025Q4: 24,548 shares; 2026Q1: 23,708 shares; 2026Q2: 29,562 shares 29,562$10.4M4.01%+5,854Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,609 shares; 2024Q4: 33,736 shares; 2025Q1: 33,208 shares; 2025Q2: 26,489 shares; 2025Q3: 25,861 shares; 2025Q4: 25,816 shares; 2026Q1: 26,616 shares; 2026Q2: 30,797 shares 30,797$10.1M3.88%+4,181Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,745 shares; 2024Q4: 14,848 shares; 2025Q1: 14,586 shares; 2025Q2: 14,558 shares; 2025Q3: 14,220 shares; 2025Q4: 14,238 shares; 2026Q1: 20,945 shares; 2026Q2: 20,446 shares 20,446$10M3.87%-499Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,451 shares; 2024Q4: 36,449 shares; 2025Q1: 35,785 shares; 2025Q2: 28,056 shares; 2025Q3: 27,243 shares; 2025Q4: 27,121 shares; 2026Q1: 31,115 shares; 2026Q2: 30,242 shares 30,242$9.98M3.84%-873Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,814 shares; 2026Q2: 39,810 shares 39,810$9.63M3.71%+6,996Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,131 shares; 2024Q4: 25,352 shares; 2025Q1: 24,931 shares; 2025Q2: 24,951 shares; 2025Q3: 24,365 shares; 2025Q4: 20,645 shares; 2026Q1: 27,421 shares; 2026Q2: 32,059 shares 32,059$9.46M3.64%+4,638Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,504 shares; 2024Q4: 10,717 shares; 2025Q1: 10,543 shares; 2025Q2: 10,523 shares; 2025Q3: 10,270 shares; 2025Q4: 20,432 shares; 2026Q1: 22,675 shares; 2026Q2: 22,163 shares 22,163$8.57M3.3%-512Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,826 shares 23,826$8.51M3.28%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,009 shares; 2026Q1: 63,809 shares; 2026Q2: 62,269 shares 62,269$8.51M3.28%-1,540Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,731 shares; 2024Q4: 49,939 shares; 2025Q1: 37,075 shares; 2025Q2: 43,259 shares; 2025Q3: 42,336 shares; 2025Q4: 34,362 shares; 2026Q1: 36,279 shares; 2026Q2: 35,492 shares 35,492$8.46M3.26%-787Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,780 shares; 2024Q4: 45,957 shares; 2025Q1: 45,214 shares; 2025Q2: 37,110 shares; 2025Q3: 36,199 shares; 2025Q4: 41,621 shares; 2026Q1: 43,125 shares; 2026Q2: 49,490 shares 49,490$8.42M3.24%+6,365Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,843 shares; 2024Q4: 40,008 shares; 2025Q1: 39,358 shares; 2025Q2: 39,208 shares; 2025Q3: 38,143 shares; 2025Q4: 38,063 shares; 2026Q1: 37,955 shares; 2026Q2: 37,157 shares 37,157$8.28M3.19%-798Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,539 shares; 2024Q4: 41,548 shares; 2025Q1: 33,255 shares; 2025Q2: 38,791 shares; 2025Q3: 37,779 shares; 2025Q4: 28,981 shares; 2026Q1: 28,629 shares; 2026Q2: 27,891 shares 27,891$8.07M3.11%-738Timeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101,049 shares; 2026Q2: 98,522 shares 98,522$8.02M3.09%-2,527Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,058 shares; 2024Q4: 49,272 shares; 2025Q1: 48,445 shares; 2025Q2: 39,036 shares; 2025Q3: 37,849 shares; 2025Q4: 37,820 shares; 2026Q1: 36,516 shares; 2026Q2: 39,604 shares 39,604$7.95M3.06%+3,088Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,023 shares; 2024Q4: 19,032 shares; 2025Q1: 18,773 shares; 2025Q2: 18,524 shares; 2025Q3: 17,989 shares; 2025Q4: 14,035 shares; 2026Q1: 21,008 shares; 2026Q2: 20,504 shares 20,504$7.65M2.94%-504Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 76,201 shares 76,201$7.64M2.94%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,267 shares; 2026Q2: 13,153 shares 13,153$7.41M2.85%+6,886Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,457 shares; 2024Q4: 57,323 shares; 2025Q1: 56,405 shares; 2025Q2: 55,664 shares; 2025Q3: 54,013 shares; 2025Q4: 44,342 shares; 2026Q1: 43,781 shares; 2026Q2: 42,771 shares 42,771$6.5M2.5%-1,010Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,314 shares; 2025Q3: 67,342 shares; 2025Q4: 67,246 shares; 2026Q1: 68,867 shares; 2026Q2: 67,255 shares 67,255$6.09M2.34%-1,612Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,287 shares; 2024Q4: 107,295 shares; 2025Q1: 105,311 shares; 2025Q2: 105,078 shares; 2025Q3: 102,594 shares; 2025Q4: 102,477 shares; 2026Q1: 104,788 shares; 2026Q2: 102,618 shares 102,618$5.7M2.19%-2,170Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,605 shares 17,605$4.95M1.91%newTimeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,996 shares 21,996$4.92M1.9%newTimeline
HONAHONEYWELL AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,996 shares 21,996$4.86M1.87%newTimeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,276 shares; 2024Q4: 14,463 shares; 2025Q1: 14,256 shares; 2025Q2: 21,682 shares; 2025Q3: 21,111 shares; 2025Q4: 23,656 shares; 2026Q1: 22,818 shares; 2026Q2: 22,274 shares 22,274$4.57M1.76%-544Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,771 shares; 2026Q1: 48,823 shares; 2026Q2: 47,806 shares 47,806$4.24M1.63%-1,017Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,791 shares; 2024Q4: 26,773 shares; 2025Q1: 26,773 shares; 2025Q2: 26,553 shares; 2025Q3: 22,153 shares; 2025Q4: 17,557 shares; 2026Q1: 17,721 shares; 2026Q2: 16,881 shares 16,881$3.38M1.3%-840Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,027 shares 17,027$2.91M1.12%newTimeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,296 shares; 2024Q4: 2,296 shares; 2025Q1: 2,290 shares; 2025Q2: 2,290 shares; 2025Q3: 2,290 shares; 2025Q4: 2,290 shares; 2026Q1: 2,290 shares; 2026Q2: 2,290 shares 2,290$849K0.33%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 985 shares; 2026Q1: 985 shares; 2026Q2: 985 shares 985$409K0.16%0Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,251 shares; 2024Q4: 1,251 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: 1,251 shares; 2025Q4: 1,251 shares; 2026Q1: 1,251 shares; 2026Q2: 1,251 shares 1,251$299K0.12%0Timeline
ABCBAMERIS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,109 shares; 2025Q3: 3,109 shares; 2025Q4: 3,109 shares; 2026Q1: 3,109 shares; 2026Q2: 3,109 shares 3,109$281K0.11%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
HONHONEYWELL INTL INC36,968$8.36Mshares
DHRDANAHER CORP DEL39,837$7.55Mshares

How Q2 2026 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 0001705819-26-000052 base2026-08-10acceptance time not in the bulk data set