Palmer Knight Co

CIK 0001767735 · JACKSONVILLE, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

Palmer Knight Co reported 36 positions worth $259.7M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: AMAT (6.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$259.7M
2026 Q2
Positions
36
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.2%
Est. Net Flow (Q)
2026 Q2
10 / 36 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AMATAPPLIED MATLS INCSH$16.5M6.34%22,785
2CATCATERPILLAR INCSH$13.2M5.10%12,433
3FTNTFORTINET INCSH$12.4M4.77%80,657
4TXNTEXAS INSTRS INCSH$10.6M4.07%35,449
5HDHOME DEPOT INCSH$10.4M4.01%29,562
6JPMJPMORGAN CHASE & COSH$10.1M3.88%30,797
7TTTRANE TECHNOLOGIES PLCSH$10.0M3.87%20,446
8TRVTRAVELERS COMPANIES INCSH$10.0M3.84%30,242
9AMEAMETEK INCSH$9.6M3.71%39,810
10VMCVULCAN MATLS COSH$9.5M3.64%32,059

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Palmer Knight Co hold as of Q2 2026?

Palmer Knight Co reported 36 positions worth $259.7M in its Q2 2026 13F filing. Largest positions: AMAT (6.3%), CAT (5.1%), FTNT (4.8%), TXN (4.1%) and HD (4.0%).

What did Palmer Knight Co buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Palmer Knight Co sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.