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The Analysis of Palmer Knight Co's Holdings & P&L

Currently, Palmer Knight Co holds 32 types of securities in its portfolio with a total value $204.9M. In the most recent quarter, they have increased their positions in AME (+32.8K shares, valued at $7.0M), MAS (+101.0K shares, valued at $6.1M), META (+6.3K shares, valued at $3.6M); decreased their positions in HD (-840 shares, valued at $276.3K), COF (-1.3K shares, valued at $237.9K), ADBE (-838 shares, valued at $203.7K); initiated new positions in AME (+32.8K shares, valued at $7.0M), MAS (+101.0K shares, valued at $6.1M), META (+6.3K shares, valued at $3.6M).

1M P&L

+6.9M+3.50%

3M P&L

+7.6M+3.84%

HY P&L

+19.0M+10.21%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application16.7M

8.8%

2Software - Infrastructure13.7M

7.2%

3Semiconductors11.1M

5.9%

Top Industries by Stock Count

1Software - Infrastructure3 stocks

9.7%

2Software - Application2 stocks

6.5%

3Healthcare Plans2 stocks

6.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

XOM EXXON MOBIL CORP63.8K shares18.15%2026-03-312026-05-12

AMAT APPLIED MATLS INC29.6K shares0.73%2026-03-312026-05-12

TRV TRAVELERS COMPANIES INC31.1K shares14.73%2026-03-312026-05-12

CAT CATERPILLAR INC12.8K shares1.08%2026-03-312026-05-12

TXN TEXAS INSTRS INC45.5K shares0.58%2026-03-312026-05-12

TT TRANE TECHNOLOGIES PLC20.9K shares47.11%2026-03-312026-05-12

WM WASTE MGMT INC DEL38.0K shares-0.28%2026-03-312026-05-12

HON HONEYWELL INTL INC37.0K shares4.63%2026-03-312026-05-12

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JPM JPMORGAN CHASE & CO26.6K shares3.10%2026-03-312026-05-12

HD HOME DEPOT INC23.7K shares-3.42%2026-03-312026-05-12

MSFT MICROSOFT CORP21.0K shares49.68%2026-03-312026-05-12

KR KROGER CO104.8K shares2.26%2026-03-312026-05-12

AMZN AMAZON COM INC36.3K shares5.58%2026-03-312026-05-12

DHR DANAHER CORP DEL39.8K shares6.17%2026-03-312026-05-12

VMC VULCAN MATLS CO27.4K shares32.82%2026-03-312026-05-12

CTAS CINTAS CORP43.1K shares3.61%2026-03-312026-05-12

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AAPL APPLE INC28.6K shares-1.21%2026-03-312026-05-12

AME AMETEK INC32.8K sharesnew addition2026-03-312026-05-12

FTNT FORTINET INC83.1K shares-2.07%2026-03-312026-05-12

COF CAPITAL ONE FINL CORP36.5K shares-3.45%2026-03-312026-05-12

ELV ELEVANCE HEALTH INC FORMERLY22.7K shares10.98%2026-03-312026-05-12

RJF RAYMOND JAMES FINL INC43.8K shares-1.27%2026-03-312026-05-12

MAS MASCO CORP101.0K sharesnew addition2026-03-312026-05-12

LEN LENNAR CORP68.9K shares2.41%2026-03-312026-05-12

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ADBE ADOBE INC22.8K shares-3.54%2026-03-312026-05-12

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC48.8K shares456.64%2026-03-312026-05-12

META META PLATFORMS INC6.3K sharesnew addition2026-03-312026-05-12

NVDA NVIDIA CORPORATION17.7K shares0.93%2026-03-312026-05-12

MAR MARRIOTT INTL INC NEW2.3K shares0.00%2026-03-312026-05-12

LNG CHENIERE ENERGY INC1.3K shares0.00%2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC985 shares0.00%2026-03-312026-05-12

ABCB AMERIS BANCORP3.1K shares0.00%2026-03-312026-05-12

Sponsored

XOM

EXXON MOBIL CORP

18.15%

Shares63.8K

Event2026-03-31

Filed2026-05-12

AMAT

APPLIED MATLS INC

0.73%

Shares29.6K

Event2026-03-31

Filed2026-05-12

TRV

TRAVELERS COMPANIES INC

14.73%

Shares31.1K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

1.08%

Shares12.8K

Event2026-03-31

Filed2026-05-12

TXN

TEXAS INSTRS INC

0.58%

Shares45.5K

Event2026-03-31

Filed2026-05-12

TRANE TECHNOLOGIES PLC

47.11%

Shares20.9K

Event2026-03-31

Filed2026-05-12

WASTE MGMT INC DEL

-0.28%

Shares38.0K

Event2026-03-31

Filed2026-05-12

HON

HONEYWELL INTL INC

4.63%

Shares37.0K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

3.10%

Shares26.6K

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

-3.42%

Shares23.7K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

49.68%

Shares21.0K

Event2026-03-31

Filed2026-05-12

KROGER CO

2.26%

Shares104.8K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

5.58%

Shares36.3K

Event2026-03-31

Filed2026-05-12

DHR

DANAHER CORP DEL

6.17%

Shares39.8K

Event2026-03-31

Filed2026-05-12

VMC

VULCAN MATLS CO

32.82%

Shares27.4K

Event2026-03-31

Filed2026-05-12

CTAS

CINTAS CORP

3.61%

Shares43.1K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-1.21%

Shares28.6K

Event2026-03-31

Filed2026-05-12

AME

AMETEK INC

New

Shares32.8K

Event2026-03-31

Filed2026-05-12

FTNT

FORTINET INC

-2.07%

Shares83.1K

Event2026-03-31

Filed2026-05-12

COF

CAPITAL ONE FINL CORP

-3.45%

Shares36.5K

Event2026-03-31

Filed2026-05-12

ELV

ELEVANCE HEALTH INC FORMERLY

10.98%

Shares22.7K

Event2026-03-31

Filed2026-05-12

RJF

RAYMOND JAMES FINL INC

-1.27%

Shares43.8K

Event2026-03-31

Filed2026-05-12

MAS

MASCO CORP

New

Shares101.0K

Event2026-03-31

Filed2026-05-12

LEN

LENNAR CORP

2.41%

Shares68.9K

Event2026-03-31

Filed2026-05-12

ADBE

ADOBE INC

-3.54%

Shares22.8K

Event2026-03-31

Filed2026-05-12

SOLSTICE ADVANCED MATLS INC

456.64%

Shares48.8K

Event2026-03-31

Filed2026-05-12