Palmer Knight CO Portfolio Holdings

Palmer Knight CO

  • $231 Million
  • Q2 2025

Palmer Knight CO has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $231 Million distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $9.49M, Applied Materials Inc with a value of $9.31M, Danaher Corp with a value of $9.33M, Microsoft Corp with a value of $9.21M, and Paychex Inc with a value of $9.1M.

Examining the 13F form we can see an increase of $29.8M in the current position value, from $201M to 231M.

Below you can find more details about Palmer Knight CO portfolio as well as his latest detailed transactions.

Portfolio value $231 Million
Technology: $76.5 Million
Industrials: $54.2 Million
Consumer Cyclical: $39.7 Million
Financial Services: $32.2 Million
Healthcare: $13.7 Million
Consumer Defensive: $7.54 Million
Basic Materials: $6.51 Million
Energy: $304,000
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$162B
$9.31 Million 4.04% of portfolio
50,864
Q2 2025 Added 64.49%
$150B
$9.33 Million 4.04% of portfolio
47,236
Q2 2025 Added 14.92%
$48.7B
$9.1 Million 3.94% of portfolio
62,547
Q2 2025 Reduced 0.25%
$95.6B
$8.97 Million 3.89% of portfolio
39,208
Q2 2025 Reduced 0.38%
$108B
$8.84 Million 3.83% of portfolio
96,441
Q2 2025 Added 27.6%
$36.2B
$8.54 Million 3.7% of portfolio
55,664
Q2 2025 Reduced 1.31%
$146B
$8.43 Million 3.65% of portfolio
36,194
Q2 2025 Added 0.05%
$157B
$8.39 Million 3.64% of portfolio
21,682
Q2 2025 Added 52.09%
$83.2B
$8.31 Million 3.6% of portfolio
39,036
Q2 2025 Reduced 19.42%
$22.7B
$8.27 Million 3.59% of portfolio
37,110
Q2 2025 Reduced 17.92%
$52.6B
$7.54 Million 3.27% of portfolio
105,078
Q2 2025 Reduced 0.22%
$61.9B
$7.51 Million 3.25% of portfolio
28,056
Q2 2025 Reduced 21.6%
$40.5B
$7.38 Million 3.2% of portfolio
30,370
Q2 2025 Reduced 0.15%
$61.9B
$7.32 Million 3.17% of portfolio
69,273
Q2 2025 Reduced 26.02%
$23.6B
$7.26 Million 3.15% of portfolio
30,554
Q2 2025 Added 39.68%
$14.2B
$7.13 Million 3.09% of portfolio
40,647
Q2 2025 Added 32.72%
$38.8B
$6.51 Million 2.82% of portfolio
24,951
Q2 2025 Added 0.08%
$102B
$6.37 Million 2.76% of portfolio
14,558
Q2 2025 Reduced 0.19%
$79.5B
$6.28 Million 2.72% of portfolio
50,186
Q2 2025 Added 5.12%
$31.7B
$5.57 Million 2.41% of portfolio
50,314
Q2 2025 New
$177B
$5.45 Million 2.36% of portfolio
28,027
Q2 2025 Added 0.37%
$70.7B
$4.09 Million 1.77% of portfolio
10,523
Q2 2025 Reduced 0.19%
$16.9B
$3.81 Million 1.65% of portfolio
73,001
Q2 2025 Added 0.41%
$86B
$625,000 0.27% of portfolio
2,290
Q1 2025 Reduced 0.26%
$57.4B
$304,000 0.13% of portfolio
1,251
Q3 2024 Added 1.62%

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $231 Million
  • Prior Value $201 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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