Institutional Fund
Palmer Knight Co
Jacksonville, FLCIK 17677355 filings on record
Portfolio Value
$204.93M
Q1 2026
Holdings
32
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+7.6%
from $190.54M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Exxon Mobil Corp5.3%
- Applied Matls Inc4.9%
- Travelers Companies Inc4.4%
- Caterpillar Inc4.4%
- Texas Instrs Inc4.3%
- Trane Technologies PLC4.3%
- Other72.4%
Portfolio Holdings
32 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Exxon Mobil Corp | 63.8K | $10.83M | 5.3% | +9.8K | Added |
| 2 | Applied Matls Inc | 29.6K | $10.12M | 4.9% | +214 | Added |
| 3 | Travelers Companies Inc | 31.1K | $9.08M | 4.4% | +4.0K | Added |
| 4 | Caterpillar Inc | 12.8K | $9.04M | 4.4% | +136 | Added |
| 5 | Texas Instrs Inc | 45.5K | $8.84M | 4.3% | +261 | Added |
| 6 | Trane Technologies PLC | 20.9K | $8.73M | 4.3% | +6.7K | Added |
| 7 | Waste Mgmt Inc Del | 38.0K | $8.72M | 4.3% | −108 | Reduced |
| 8 | Honeywell Intl Inc | 37.0K | $8.36M | 4.1% | +1.6K | Added |
| 9 | Jpmorgan Chase & Co. | 26.6K | $7.83M | 3.8% | +800 | Added |
| 10 | Home Depot Inc | 23.7K | $7.80M | 3.8% | −840 | Reduced |
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