§ 13F · FUND PROFILE
Palmer Knight Co.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $211M (13F)Positions · 33Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | 64K | $11M | 5.3% | +18% |
| 2 | AMAT | APPLIED MATLS INC | 30K | $10M | 4.9% | +1% |
| 3 | TRV | TRAVELERS COMPANIES INC | 31K | $9M | 4.4% | +15% |
| 4 | CAT | CATERPILLAR INC | 13K | $9M | 4.4% | +1% |
| 5 | TXN | TEXAS INSTRS INC | 46K | $9M | 4.3% | +1% |
| 6 | TT | TRANE TECHNOLOGIES PLC | 21K | $9M | 4.3% | +47% |
| 7 | WM | WASTE MGMT INC DEL | 38K | $9M | 4.3% | ±0% |
| 8 | HON | HONEYWELL INTL INC | 37K | $8M | 4.1% | +5% |
| 9 | JPM | JPMORGAN CHASE & CO | 27K | $8M | 3.8% | +3% |
| 10 | HD | HOME DEPOT INC | 24K | $8M | 3.8% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PALMER SIGNAL
AC read
Palmer Knight Co is a Other fund managing $211 million in assets. The fund runs a portfolio of 33 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed