§ 13F · FUND PROFILE
Palmer Knight Co.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $234.6T (13F)Positions · 37Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | COF | CAPITAL ONE FINL CORP | 38K | $9.2T | 4.8% | ±0% |
| 2 | DHR | DANAHER CORPORATION | 38K | $8.6T | 4.5% | −19% |
| 3 | HD | HOME DEPOT INC | 25K | $8.4T | 4.4% | +16% |
| 4 | PAYX | PAYCHEX INC | 75K | $8.4T | 4.4% | +23% |
| 5 | WM | WASTE MGMT INC DEL | 38K | $8.4T | 4.4% | ±0% |
| 6 | JPM | JPMORGAN CHASE & CO. | 26K | $8.3T | 4.4% | ±0% |
| 7 | ADBE | ADOBE INC | 24K | $8.3T | 4.3% | +12% |
| 8 | AMZN | AMAZON COM INC | 34K | $7.9T | 4.2% | −19% |
| 9 | AAPL | APPLE INC | 29K | $7.9T | 4.1% | −23% |
| 10 | TRV | TRAVELERS COMPANIES INC | 27K | $7.9T | 4.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PALMER SIGNAL
AC read
Palmer Knight Co is a Other fund managing $234583.9 trillion in assets. The fund runs a portfolio of 37 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed