Palmer Knight Co: 13F holdings
CIK 17677352026Q2
| Positions | 36 |
|---|
| Reported value | $259.7m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 36 (+4 vs prior quarter) |
|---|
| Reported value | $259.7m (+26.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMAT APPLIED MATLS INC | 22,785 | $16.5m | 6.3% |
| CAT CATERPILLAR INC | 12,433 | $13.2m | 5.1% |
| FTNT FORTINET INC | 80,657 | $12.4m | 4.8% |
| TXN TEXAS INSTRS INC | 35,449 | $10.6m | 4.1% |
| HD HOME DEPOT INC | 29,562 | $10.4m | 4.0% |
| JPM JPMORGAN CHASE & CO | 30,797 | $10.1m | 3.9% |
| TRANE TECHNOLOGIES PLC | 20,446 | $10.0m | 3.9% |
| TRV TRAVELERS COMPANIES INC | 30,242 | $10.0m | 3.8% |
| AME AMETEK INC | 39,810 | $9.6m | 3.7% |
| VMC VULCAN MATLS CO | 32,059 | $9.5m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1767735")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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