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CIK: 0001767735
Total reported value
$259.7M
$259.7M
32 檔
16.5%
During the Q4 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 32 reported positions.
In Q4 2025, Palmer Knight Co adopted a defensive or profit-taking posture, trimming 19 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | COF | Capital One Financial CORP | Stock-Financials | 4.81% | -0.19% | -0.08% | |
| 2 | DHR | Danaher CORP | Stock-Healthcare | 4.51% | -3.69% | EXIT | |
| 3 | HD | Home Depot Inc | Stock-Consumer Disc | 4.43% | +0.21% | +16.19% | |
| 4 | PAYX | Paychex Inc | Stock-Tech | 4.40% | — | +22.93% | |
| 5 | WM | Waste Management Inc | Stock-Industrials | 4.39% | -1.07% | -0.21% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.37% | +0.06% | -0.17% | |
| 7 | ADBE | Adobe Inc | Stock-Tech | 4.35% | -0.95% | +12.06% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.16% | -0.43% | -18.84% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 4.14% | -0.44% | -23.29% | |
| 10 | TRV | Travelers Cos Inc/the | Stock-Financials | 4.13% | -0.59% | -0.45% | |
| 11 | TXN | Texas Instruments Inc | Stock-Tech | 4.12% | -0.24% | +41.01% | |
| 12 | CTAS | Cintas CORP | Stock-Industrials | 4.11% | -0.32% | +14.98% | |
| 13 | AMAT | Applied Materials Inc | Stock-Tech | 3.97% | +1.40% | -16.87% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 3.80% | +0.69% | -14.62% | |
| 15 | ELV | Elevance Health Inc | Stock-Healthcare | 3.76% | +0.06% | +98.95% | |
| 16 | RJF | Raymond James Financial Inc | Stock-Financials | 3.74% | -0.59% | -17.90% | |
| 17 | LEN | Lennar Corp-a | Stock-Consumer Disc | 3.63% | -0.58% | -0.14% | |
| 18 | HON | Honeywell International Inc | Stock-Industrials | 3.62% | -4.08% | EXIT | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 3.56% | -0.85% | -21.98% | |
| 20 | FTNT | Fortinet Inc | Stock-Tech | 3.54% | +1.46% | -0.13% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 3.41% | -2.00% | — | |
| 22 | KR | Kroger Co | Stock-Consumer Staples | 3.36% | -1.51% | -0.11% | |
| 23 | VMC | Vulcan Materials Co | Stock-Materials | 3.09% | — | -15.27% | |
| 24 | TT | Trane Technologies plc | Stock-Industrials | 2.91% | -0.39% | +0.13% | |
| 25 | BR | Broadridge Financial Solutio | Stock-Tech | 2.88% | — | -16.69% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.72% | -0.21% | -20.75% | |
| 27 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.37% | -0.04% | — | |
| 28 | SOLS | Solstice Adv Materials Inc | Stock-Materials | 0.22% | -0.18% | — | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.17% | +0.03% | — | |
| 30 | LNG | Cheniere Energy Inc | Stock-Energy | 0.13% | -0.05% | — | |
| 31 | ABCB | Ameris Bancorp | Stock-Financials | 0.12% | -0.01% | — | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.11% | — | -2.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ELV | Elevance Health Inc | +2.2% | +98.95% | Add |
| 2 | TXN | Texas Instruments Inc | +1.3% | +41.01% | Add |
| 3 | COF | Capital One Financial CORP | +1% | -0.08% | Trim |
| 4 | ADBE | Adobe Inc | +0.8% | +12.06% | Add |
| 5 | PAYX | Paychex Inc | +0.8% | +22.93% | Add |
| 6 | CTAS | Cintas CORP | +0.6% | +14.98% | Add |
| 7 | AMAT | Applied Materials Inc | +0.5% | -16.87% | Trim |
| 8 | TRV | Travelers Cos Inc/the | +0.5% | -0.45% | Trim |
| 9 | JPM | Jpmorgan Chase & Co | +0.5% | -0.17% | Trim |
| 10 | CAT | Caterpillar Inc | +0.5% | -14.62% | Trim |
| 11 | WM | Waste Management Inc | +0.4% | -0.21% | Trim |
| 12 | HD | Home Depot Inc | +0.4% | +16.19% | Add |
| 13 | DHR | Danaher CORP | +0.2% | -18.66% | Trim |
| 14 | FTNT | Fortinet Inc | +0.2% | -0.13% | Trim |
| 15 | HON | Honeywell International Inc | +0.1% | -0.02% | Trim |
| 16 | MAR | Marriott International -cl A | +0.1% | — | Unchanged |
| 17 | KR | Kroger Co | +0.1% | -0.11% | Trim |
| 18 | TT | Trane Technologies plc | +0.1% | +0.13% | Add |
| 19 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 20 | ABCB | Ameris Bancorp | 0% | — | Unchanged |
| 21 | LNG | Cheniere Energy Inc | 0% | — | Unchanged |
| 22 | ORCL | Oracle CORP | 0% | -2.65% | Trim |
| 23 | AMZN | Amazon.com Inc | -0.2% | -18.84% | Trim |
| 24 | NVDA | Nvidia CORP | -0.2% | -20.75% | Trim |
| 25 | LEN | Lennar Corp-a | -0.4% | -0.14% | Trim |
| 26 | AAPL | Apple Inc | -0.4% | -23.29% | Trim |
| 27 | BR | Broadridge Financial Solutio | -0.5% | -16.69% | Trim |
| 28 | VMC | Vulcan Materials Co | -0.5% | -15.27% | Trim |
| 29 | RJF | Raymond James Financial Inc | -0.7% | -17.90% | Trim |
| 30 | MSFT | Microsoft CORP | -0.9% | -21.98% | Trim |
| 31 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 32 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 33 | ZBRA | Zebra Technologies Corp-cl A | — | EXIT | Sold out |
| 34 | AVY | Avery Dennison CORP | — | EXIT | Sold out |
| 35 | SOLS | Solstice Adv Materials 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 32 disclosed positions in Q4 2025.
During Q4 2025, Palmer Knight Co's top holdings by market value included COF (4.8%)、DHR (4.5%)、HD (4.4%). The largest single position, COF, represented 4.8% 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 COF, DHR, HD) accounted for 16.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
XOM
市值: $6.5M
Top Position Liquidated / Trimmed
FISV
前期市值: $8.2M
In Q4 2025, Palmer Knight Co made 31 total portfolio adjustments, initiating 2 new buys, adding to 7 positions, trimming 19 holdings, and fully liquidating 3 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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