$127 Million is the total value of Palmer Knight Co's 27 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 6.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TRV | Sell | TRAVELERS COMPANIES INC | $6,604 | -20.7% | 36,140 | -32.1% | 5.22% | +33.9% |
| AAPL | Sell | APPLE INC | $6,267 | -38.7% | 35,892 | -37.7% | 4.95% | +3.5% |
| RJF | Sell | RAYMOND JAMES FINL INC | $6,079 | -28.2% | 55,309 | -34.4% | 4.80% | +21.3% |
| PAYX | Sell | PAYCHEX INC | $5,985 | -42.4% | 43,854 | -42.4% | 4.73% | -2.7% |
| PKI | Sell | PERKINELMER INC | $5,592 | -46.6% | 32,055 | -38.5% | 4.42% | -9.9% |
| MSFT | Sell | MICROSOFT CORP | $5,585 | -48.2% | 18,116 | -43.5% | 4.41% | -12.5% |
| WM | Sell | WASTE MGMT INC DEL | $5,511 | -42.7% | 34,771 | -39.7% | 4.35% | -3.3% |
| FTNT | Sell | FORTINET INC | $5,424 | -25.3% | 15,873 | -21.5% | 4.28% | +26.1% |
| CTAS | Sell | CINTAS CORP | $5,360 | -38.2% | 12,601 | -35.6% | 4.23% | +4.4% |
| FISV | Sell | FISERV INC | $5,251 | -21.9% | 51,782 | -20.0% | 4.15% | +31.9% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $5,041 | -38.2% | 11,063 | -23.1% | 3.98% | +4.4% |
| DHR | Sell | DANAHER CORPORATION | $5,006 | -44.2% | 17,065 | -37.4% | 3.95% | -5.8% |
| COF | Sell | CAPITAL ONE FINL CORP | $4,991 | -46.5% | 38,013 | -40.9% | 3.94% | -9.7% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $4,988 | -41.8% | 32,035 | -31.7% | 3.94% | -1.8% |
| HON | Sell | HONEYWELL INTL INC | $4,696 | -27.6% | 24,136 | -22.5% | 3.71% | +22.2% |
| SKX | Sell | SKECHERS U S A INCcl a | $4,650 | -22.9% | 114,088 | -17.9% | 3.67% | +30.3% |
| AVY | Sell | AVERY DENNISON CORP | $4,634 | -41.0% | 26,635 | -26.5% | 3.66% | -0.3% |
| VMC | Sell | VULCAN MATLS CO | $4,532 | -46.4% | 24,671 | -39.4% | 3.58% | -9.5% |
| DIS | Sell | DISNEY WALT CO | $4,473 | -22.0% | 32,612 | -11.9% | 3.53% | +31.7% |
| AMAT | Sell | APPLIED MATLS INC | $4,457 | -47.0% | 33,814 | -36.8% | 3.52% | -10.5% |
| FTV | Sell | FORTIVE CORP | $4,296 | -41.0% | 70,509 | -26.2% | 3.39% | -0.5% |
| HD | Sell | HOME DEPOT INC | $4,269 | -59.5% | 14,262 | -43.8% | 3.37% | -31.6% |
| A | Sell | AGILENT TECHNOLOGIES INC | $4,108 | -50.2% | 31,041 | -39.9% | 3.24% | -15.9% |
| APTV | Sell | APTIV PLC | $4,096 | -52.7% | 34,214 | -34.8% | 3.24% | -20.1% |
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $3,826 | -56.8% | 9,248 | -37.9% | 3.02% | -27.1% |
| SRCL | STERICYCLE INC | $508 | -1.4% | 8,628 | 0.0% | 0.40% | +66.4% | |
| MAR | MARRIOTT INTL INC NEWcl a | $404 | +6.6% | 2,296 | 0.0% | 0.32% | +80.2% | |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -309 | -100.0% | -0.10% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -4,734 | -100.0% | -0.10% | – |
The following EDGAR filing(s) were analyzed to create this report:
The EDGAR filing(s) were signed by:
- C. Davis Knight — President
- Palmer Knight Co holdings (13F-HR)
- Palmer Knight Co ownership history
- Palmer Knight Co portfolio value
- Palmer Knight Co filings
- Similar filers BETA
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