Palmer Knight Co
CIK 0001767735 · JACKSONVILLE, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
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
Top Holdings
AMAT
APPLIED MATLS INC
6.3%
CAT
CATERPILLAR INC
5.1%
FTNT
FORTINET INC
4.8%
TXN
TEXAS INSTRS INC
4.1%
HD
HOME DEPOT INC
4.0%
JPM
JPMORGAN CHASE & CO
3.9%
TT
TRANE TECHNOLOGIES PLC
3.9%
TRV
TRAVELERS COMPANIES INC
3.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.