Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Palmer Knight Co (CIK 1767735) reported $204.9M across 31 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XOM ($10.8M, 5.28%), AMAT ($10.1M, 4.94%), TRV ($9.1M, 4.43%), CAT ($9.0M, 4.41%), TXN ($8.8M, 4.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | $10.8M | 5.28% | 63,809 | Added |
| 2 | AMAT | APPLIED MATLS INC | $10.1M | 4.94% | 29,621 | Added |
| 3 | TRV | TRAVELERS COMPANIES INC | $9.1M | 4.43% | 31,115 | Added |
| 4 | CAT | CATERPILLAR INC | $9.0M | 4.41% | 12,761 | Added |
| 5 | TXN | TEXAS INSTRS INC | $8.8M | 4.31% | 45,519 | Added |
| 6 | TT | TRANE TECHNOLOGIES PLC | $8.7M | 4.26% | 20,945 | Added |
| 7 | WM | WASTE MGMT INC DEL | $8.7M | 4.26% | 37,955 | Trimmed |
| 8 | HON | HONEYWELL INTL INC | $8.4M | 4.08% | 36,968 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $7.8M | 3.82% | 26,616 | Added |
| 10 | HD | HOME DEPOT INC | $7.8M | 3.80% | 23,708 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $7.8M | 3.79% | 21,008 | Added |
| 12 | KR | KROGER CO | $7.6M | 3.70% | 104,788 | Added |
| 13 | AMZN | AMAZON COM INC | $7.6M | 3.69% | 36,279 | Added |
| 14 | DHR | DANAHER CORP DEL | $7.6M | 3.69% | 39,837 | Added |
| 15 | VMC | VULCAN MATLS CO | $7.5M | 3.64% | 27,421 | Added |
| 16 | CTAS | CINTAS CORP | $7.3M | 3.56% | 43,125 | Added |
| 17 | AAPL | APPLE INC | $7.3M | 3.55% | 28,629 | Trimmed |
| 18 | AME | AMETEK INC | $7.0M | 3.43% | 32,814 | New |
| 19 | FTNT | FORTINET INC | $6.8M | 3.31% | 83,082 | Trimmed |
| 20 | COF | CAPITAL ONE FINL CORP | $6.7M | 3.25% | 36,516 | Trimmed |
| 21 | ELV | ELEVANCE HEALTH INC FORMERLY | $6.6M | 3.24% | 22,675 | Added |
| 22 | RJF | RAYMOND JAMES FINL INC | $6.3M | 3.09% | 43,781 | Trimmed |
| 23 | MAS | MASCO CORP | $6.1M | 2.98% | 101,049 | New |
| 24 | LEN | LENNAR CORP | $6.0M | 2.92% | 68,867 | Added |
| 25 | ADBE | ADOBE INC | $5.5M | 2.71% | 22,818 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31