StockDrifts LogoStockDrifts

Palmer Knight Co

Portfolio Manager
Palmer Knight Co
Performance
-2.04% (2025 Q4)
AUM (13F)
$204.93M
# of Holdings
32
Performance Rank
Allocation (Top 20)
79.2%

Palmer Knight Co Holdings Map

Top 32 Palmer Knight Co Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
XOM
EXXON MOBIL CORP
5.28%63.8K$10.8M
+18.15%(+9.80K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 54.0K shares2026-Q1: 63.8K shares
$120.92(+26.35%)
2026-03-31
AMAT
APPLIED MATLS INC
4.94%29.6K$10.1M
+0.73%(+214)
2025-Q1: 30.9K shares2025-Q2: 50.9K shares2025-Q3: 35.4K shares2025-Q4: 29.4K shares2026-Q1: 29.6K shares
$145.80(+202.17%)
2026-03-31
TRV
TRAVELERS COMPANIES INC
4.43%31.1K$9.1M
+14.73%(+3.99K)
2025-Q1: 35.8K shares2025-Q2: 28.1K shares2025-Q3: 27.2K shares2025-Q4: 27.1K shares2026-Q1: 31.1K shares
$143.58(+107.76%)
2026-03-31
CAT
CATERPILLAR INC
4.41%12.8K$9.0M
+1.08%(+136)
2025-Q1: 0 shares2025-Q2: 15.2K shares2025-Q3: 14.8K shares2025-Q4: 12.6K shares2026-Q1: 12.8K shares
$361.95(+154.24%)
2026-03-31
TXN
TEXAS INSTRS INC
4.31%45.5K$8.8M
+0.58%(+261)
2025-Q1: 27.9K shares2025-Q2: 28.0K shares2025-Q3: 32.1K shares2025-Q4: 45.3K shares2026-Q1: 45.5K shares
$178.61(+72.54%)
2026-03-31
TT
TRANE TECHNOLOGIES PLC
4.26%20.9K$8.7M
+47.11%(+6.71K)
2025-Q1: 14.6K shares2025-Q2: 14.6K shares2025-Q3: 14.2K shares2025-Q4: 14.2K shares2026-Q1: 20.9K shares
$343.40(+40.26%)
2026-03-31
WM
WASTE MGMT INC DEL
4.26%38.0K$8.7M
-0.28%(-108)
2025-Q1: 39.4K shares2025-Q2: 39.2K shares2025-Q3: 38.1K shares2025-Q4: 38.1K shares2026-Q1: 38.0K shares
$96.21(+127.44%)
2026-03-31
HON
HONEYWELL INTL INC
4.08%37.0K$8.4M
+4.63%(+1.64K)
2025-Q1: 36.2K shares2025-Q2: 36.2K shares2025-Q3: 35.3K shares2025-Q4: 35.3K shares2026-Q1: 37.0K shares
$170.39(+27.78%)
2026-03-31
JPM
JPMORGAN CHASE & CO
3.82%26.6K$7.8M
+3.10%(+800)
2025-Q1: 33.2K shares2025-Q2: 26.5K shares2025-Q3: 25.9K shares2025-Q4: 25.8K shares2026-Q1: 26.6K shares
$139.26(+115.36%)
2026-03-31
HD
HOME DEPOT INC
3.8%23.7K$7.8M
-3.42%(-840)
2025-Q1: 21.6K shares2025-Q2: 21.7K shares2025-Q3: 21.1K shares2025-Q4: 24.5K shares2026-Q1: 23.7K shares
$281.92(+7.96%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Palmer Knight Co, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all