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CIK: 0001767735
Total reported value
$259.7M
$259.7M
33 檔
18.5%
During the Q1 2025 filing period, Palmer Knight Co (CIK: 0001767735) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $259.7M across 33 reported positions.
In Q1 2025, Palmer Knight Co displayed an active expansion posture, initiating 33 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | Stock-Other | 5.12% | — | -1.55% | |
| 2 | PAYX | Paychex Inc | Stock-Tech | 4.70% | — | -1.59% | |
| 3 | TRV | Travelers Cos Inc/the | Stock-Financials | 4.60% | -0.59% | -1.82% | |
| 4 | CTAS | Cintas CORP | Stock-Industrials | 4.52% | -0.32% | -1.62% | |
| 5 | WM | Waste Management Inc | Stock-Industrials | 4.43% | -1.07% | -1.62% | |
| 6 | FTNT | Fortinet Inc | Stock-Tech | 4.38% | +1.46% | -1.54% | |
| 7 | COF | Capital One Financial CORP | Stock-Financials | 4.22% | -0.19% | -1.68% | |
| 8 | DHR | Danaher CORP | Stock-Healthcare | 4.09% | -3.69% | EXIT | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.96% | +0.06% | -1.57% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 3.85% | +0.21% | -1.40% | |
| 11 | RJF | Raymond James Financial Inc | Stock-Financials | 3.81% | -0.59% | -1.60% | |
| 12 | HON | Honeywell International Inc | Stock-Industrials | 3.72% | -4.08% | EXIT | |
| 13 | SBUX | Starbucks CORP | Stock-Consumer Disc | 3.60% | — | -1.67% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 3.59% | -0.44% | -19.96% | |
| 15 | BR | Broadridge Financial Solutio | Stock-Tech | 3.58% | — | -1.65% | |
| 16 | KR | Kroger Co | Stock-Consumer Staples | 3.46% | -1.51% | -1.85% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.43% | -0.43% | -25.76% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 3.42% | -0.85% | -1.36% | |
| 19 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 3.01% | — | -1.33% | |
| 20 | VMC | Vulcan Materials Co | Stock-Materials | 2.83% | — | -1.66% | |
| 21 | ADBE | Adobe Inc | Stock-Tech | 2.66% | -0.95% | -1.43% | |
| 22 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 2.65% | — | -1.56% | |
| 23 | FTV | Fortive CORP | Stock-Tech | 2.59% | — | -1.86% | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 2.44% | -0.24% | -1.64% | |
| 25 | TT | Trane Technologies plc | Stock-Industrials | 2.39% | -0.39% | -1.76% | |
| 26 | ELV | Elevance Health Inc | Stock-Healthcare | 2.23% | +0.06% | -1.62% | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 2.18% | +1.40% | -18.86% | |
| 28 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 2.13% | — | -28.36% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 1.41% | -0.21% | — | |
| 30 | VLTO | Veralto CORP | Stock-Industrials | 0.36% | — | -1.12% | |
| 31 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.27% | -0.04% | -0.26% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.25% | +0.03% | — | |
| 33 | LNG | Cheniere Energy Inc | Stock-Energy | 0.14% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | — | NEW | New buy |
| 2 | PAYX | Paychex Inc | — | NEW | New buy |
| 3 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
| 4 | CTAS | Cintas CORP | — | NEW | New buy |
| 5 | WM | Waste Management Inc | — | NEW | New buy |
| 6 | FTNT | Fortinet Inc | — | NEW | New buy |
| 7 | COF | Capital One Financial CORP | — | NEW | New buy |
| 8 | DHR | Danaher CORP | — | NEW | New buy |
| 9 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 10 | HD | Home Depot Inc | — | NEW | New buy |
| 11 | RJF | Raymond James Financial Inc | — | NEW | New buy |
| 12 | HON | Honeywell International Inc | — | NEW | New buy |
| 13 | SBUX | Starbucks CORP | — | NEW | New buy |
| 14 | AAPL | Apple Inc | — | NEW | New buy |
| 15 | BR | Broadridge Financial Solutio | — | NEW | New buy |
| 16 | KR | Kroger Co | — | NEW | New buy |
| 17 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 18 | MSFT | Microsoft CORP | — | NEW | New buy |
| 19 | LULU | Lululemon Athletica Inc | — | NEW | New buy |
| 20 | VMC | Vulcan Materials Co | — | NEW | New buy |
| 21 | ADBE | Adobe Inc | — | NEW | New buy |
| 22 | AVY | Avery Dennison CORP | — | NEW | New buy |
| 23 | FTV | Fortive CORP | — | NEW | New buy |
| 24 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 25 | TT | Trane Technologies plc | — | NEW | New buy |
| 26 | ELV | Elevance Health Inc | — | NEW | New buy |
| 27 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 28 | ZBRA | Zebra Technologies Corp-cl A | — | NEW | New buy |
| 29 | NVDA | Nvidia CORP | — | NEW | New buy |
| 30 | VLTO | Veralto CORP | — | NEW | New buy |
| 31 | MAR | Marriott International -cl A | — | NEW | New buy |
| 32 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 33 | LNG | Cheniere Energy Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Palmer Knight Co reported a total U.S. public equity portfolio value of $259.7M across 33 disclosed positions in Q1 2025.
During Q1 2025, Palmer Knight Co's top holdings by market value included FISV (5.1%)、PAYX (4.7%)、TRV (4.6%). The largest single position, FISV, represented 5.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FISV, PAYX, TRV) accounted for 18.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
FISV
市值: $10.5M
In Q1 2025, Palmer Knight Co made 33 total portfolio adjustments, initiating 33 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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