Investor
Palmer Knight Co
CIK 0001767735 · filed 2026-05-12 · SEC filing
13F book
$204.9M
Positions
32
3 new · 3 sold
Largest name
5.3%
Exxon Mobil Corp
Est. mark
−$3.02M
Price effect on 29 names still held. Flow $17.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Exxon Mobil Corp | — | 63.8K | $10.8M | 5.3% | $2.66M | Added$4.33M |
| Applied Matls Inc | — | 29.6K | $10.1M | 4.9% | $2.49M | Added$2.57M |
| Travelers Companies, Inc. | TRV | 31.1K | $9.08M | 4.4% | $43.9K | Added$1.21M |
| Caterpillar Inc | CAT | 12.8K | $9.04M | 4.4% | $1.71M | Added$1.81M |
| Texas Instrs Inc | — | 45.5K | $8.84M | 4.3% | $934.6K | Added$985.2K |
| Trane Technologies Plc | TT | 20.9K | $8.73M | 4.3% | $392.1K | Added$3.19M |
| Waste Mgmt Inc Del | — | 38K | $8.72M | 4.3% | $382.6K | Cut$358.9K |
| Honeywell Intl Inc | — | 37K | $8.36M | 4.1% | $1.09M | Added$1.46M |
| Jpmorgan Chase & Co. | — | 26.6K | $7.83M | 3.8% | −$724.4K | Added−$489.1K |
| Home Depot, Inc. | HD | 23.7K | $7.8M | 3.8% | −$360.6K | Cut−$649.6K |
| Microsoft Corp | MSFT | 21K | $7.78M | 3.8% | −$1.59M | Added$988.9K |
| Kroger Co | KR | 104.8K | $7.58M | 3.7% | $1.01M | Added$1.18M |
| Amazon Com Inc | AMZN | 36.3K | $7.56M | 3.7% | −$774.9K | Added−$375.6K |
| Danaher Corporation | — | 39.8K | $7.55M | 3.7% | −$1.48M | Added−$1.04M |
| Vulcan Matls Co | — | 27.4K | $7.47M | 3.6% | −$266.7K | Added$1.58M |
| Cintas Corp | CTAS | 43.1K | $7.29M | 3.6% | −$787.9K | Added−$533.5K |
| Apple Inc. | AAPL | 28.6K | $7.27M | 3.5% | −$517.3K | Cut−$613K |
| Ametek Inc/ | AME | 32.8K | $7.03M | 3.4% | — | New |
| Fortinet, Inc. | FTNT | 83.1K | $6.79M | 3.3% | $191.9K | Cut$52.4K |
| Capital One Finl Corp | — | 36.5K | $6.66M | 3.3% | −$2.19M | Cut−$2.5M |
| Elevance Health Inc Formerly | — | 22.7K | $6.64M | 3.2% | −$1.18M | Added−$524.3K |
| Raymond James Finl Inc | — | 43.8K | $6.34M | 3.1% | −$691.7K | Cut−$781.8K |
| Masco Corp | — | 101K | $6.1M | 3.0% | — | New |
| Lennar Corp | — | 68.9K | $5.98M | 2.9% | −$1.07M | Added−$932.5K |
| Adobe Inc. | ADBE | 22.8K | $5.55M | 2.7% | −$2.44M | Cut−$2.73M |
| Solstice Advanced Matls Inc | — | 48.8K | $3.72M | 1.8% | $241.9K | Added$3.29M |
| Meta Platforms, Inc. | META | 6.27K | $3.59M | 1.8% | — | New |
| Nvidia Corp | NVDA | 17.7K | $3.09M | 1.5% | −$212.4K | Added−$183.8K |
| Marriott Intl Inc New | — | 2.29K | $749K | 0.4% | $38.5K | Held |
| Cheniere Energy, Inc. | LNG | 1.25K | $355K | 0.2% | $111.8K | Held |
| Unitedhealth Group Inc | UNH | 985 | $266.5K | 0.1% | −$58.6K | Held |
| Ameris Bancorp | ABCB | 3.11K | $242.5K | 0.1% | $11.6K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.