§ 13F · FUND PROFILE
Palmer Knight Co.
AUM · $260M (13F)Positions · 36Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$34M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | 23K | $16M | 6.3% | −23% |
| 2 | CAT | CATERPILLAR INC | 12K | $13M | 5.1% | −3% |
| 3 | FTNT | FORTINET INC | 81K | $12M | 4.8% | −3% |
| 4 | TXN | TEXAS INSTRS INC | 35K | $11M | 4.1% | −22% |
| 5 | HD | HOME DEPOT INC | 30K | $10M | 4.0% | +25% |
| 6 | JPM | JPMORGAN CHASE & CO | 31K | $10M | 3.9% | +16% |
| 7 | TT | TRANE TECHNOLOGIES PLC | 20K | $10M | 3.9% | −2% |
| 8 | TRV | TRAVELERS COMPANIES INC | 30K | $10M | 3.8% | −3% |
| 9 | AME | AMETEK INC | 40K | $10M | 3.7% | +21% |
| 10 | VMC | VULCAN MATLS CO | 32K | $9M | 3.6% | +17% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PALMER SIGNAL
AC read
Palmer Knight Co is a Other fund managing $260 million in assets. The fund runs a portfolio of 36 positions.
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