Palmer Knight Co — Q2 2021 13F 持股

Name: Palmer Knight Co — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001767735

申報總市值

US$2.0億

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	COF	Capital One Financial CORP	股票-金融	5.44%	-1.56%	-0.90%
2	MSFT	Microsoft CORP	股票-科技	4.77%	+0.23%	-0.54%
3	ADBE	Adobe INC	股票-科技	4.59%	-1.64%	-0.88%
4	HD	Home Depot INC	股票-循環性消費	4.49%	-0.63%	-1.04%
5	PAYX	Paychex INC	股票-科技	4.48%	-4.40%	EXIT
6	RVTY	Revvity INC	股票-醫療保健	4.47%	—	+16.67%
7	WM	Waste Management INC	股票-工業	4.44%	-0.13%	-0.91%
8	APTV	Aptiv PLC	股票-循環性消費	4.37%	—	-0.67%
9	A	Agilent Technologies INC	股票-醫療保健	4.19%	—	-1.32%
10	AAPL	Apple INC	股票-科技	4.18%	-0.59%	+0.17%
11	ZBRA	Zebra Technologies Corp-cl A	股票-科技	4.16%	—	-1.19%
12	TRV	Travelers Cos Inc/the	股票-金融	4.14%	+0.30%	-0.79%
13	DHR	Danaher CORP	股票-醫療保健	4.08%	-0.82%	-1.02%
14	AVY	Avery Dennison CORP	股票-循環性消費	4.02%	—	-20.31%
15	BR	Broadridge Financial Solutio	股票-科技	3.98%	-2.88%	EXIT
16	RJF	Raymond James Financial INC	股票-金融	3.88%	-0.65%	-23.35%
17	SKAA	Skechers USA Inc-cl A	股票-其他	3.76%	—	-27.79%
18	VMC	Vulcan Materials Co	股票-原物料	3.70%	+0.55%	-1.27%
19	CTAS	Cintas CORP	股票-工業	3.68%	-0.55%	-1.25%
20	FISV	Fiserv INC	股票-其他	3.54%	—	-0.65%
21	HON	Honeywell International INC	股票-工業	3.53%	+0.46%	-1.22%
22	FTV	Fortive CORP	股票-科技	3.43%	—	-1.23%
23	DIS	Walt Disney Co/the	股票-通訊服務	3.34%	—	-1.15%
24	GPN	Global Payments INC	股票-工業	3.07%	—	-1.37%
25	VNT	Vontier CORP	股票-科技	1.76%	—	-0.93%
26	SRCLEUR	Stericycle INC	股票-其他	0.34%	—	—
27	MAR	Marriott International -cl A	股票-循環性消費	0.17%	—	—

本季持股變動

Palmer Knight Co 於截至 Q2 2021 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	RJF	Raymond James Financial INC	—	EXIT	清倉
2	COF	Capital One Financial CORP	—	EXIT	清倉
3	AVY	Avery Dennison CORP	—	EXIT	清倉
4	SKAA	Skechers USA Inc-cl A	—	EXIT	清倉
5	HD	Home Depot INC	—	EXIT	清倉
6	TRV	Travelers Cos Inc/the	—	EXIT	清倉
7	MSFT	Microsoft CORP	—	EXIT	清倉
8	WM	Waste Management INC	—	EXIT	清倉
9	PAYX	Paychex INC	—	EXIT	清倉
10	FISV	Fiserv INC	—	EXIT	清倉
11	ZBRA	Zebra Technologies Corp-cl A	—	EXIT	清倉
12	APTV	Aptiv PLC	—	EXIT	清倉
13	BR	Broadridge Financial Solutio	—	EXIT	清倉
14	ADBE	Adobe INC	—	EXIT	清倉
15	AAPL	Apple INC	—	EXIT	清倉
16	A	Agilent Technologies INC	—	EXIT	清倉
17	VMC	Vulcan Materials Co	—	EXIT	清倉
18	DIS	Walt Disney Co/the	—	EXIT	清倉
19	HON	Honeywell International INC	—	EXIT	清倉
20	FTV	Fortive CORP	—	EXIT	清倉
21	DHR	Danaher CORP	—	EXIT	清倉
22	GPN	Global Payments INC	—	EXIT	清倉
23	CTAS	Cintas CORP	—	EXIT	清倉
24	RVTY	Revvity INC	—	EXIT	清倉
25	VNT	Vontier CORP	—	EXIT	清倉
26	SRCLEUR	Stericycle INC	—	EXIT	清倉
27	MAR	Marriott International -cl A	—	EXIT	清倉
28	✓	Danimer Scientific INC	—	EXIT	清倉