Palmer Knight Co
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| LENNAR CORP(LEN) | 50,314 | 67,342 | +17,028 | 5,565,232 | 8,487,786 | 4.02% | +2,922,554 |
| APPLE INC(AAPL) | 38,791 | 37,779 | -1,012 | 7,958,749 | 9,619,667 | 4.56% | +1,660,918 |
| CATERPILLAR INC(CAT) | 15,158 | 14,787 | -371 | 5,884,487 | 7,055,617 | 3.34% | +1,171,130 |
| VULCAN MATLS CO(VMC) | 24,951 | 24,365 | -586 | 6,507,720 | 7,495,161 | 3.55% | +987,441 |
| RAYMOND JAMES FINL INC(RJF) | 55,664 | 54,013 | -1,651 | 8,537,188 | 9,322,644 | 4.42% | +785,456 |
| HOME DEPOT INC(HD) | 21,716 | 21,128 | -588 | 7,962,090 | 8,561,004 | 4.06% | +598,914 |
| JPMORGAN CHASE & CO.(JPM) | 26,489 | 25,861 | -628 | 7,679,426 | 8,157,335 | 3.86% | +477,909 |
| MICROSOFT CORP(MSFT) | 18,524 | 17,989 | -535 | 9,214,023 | 9,317,403 | 4.41% | +103,380 |
| TRAVELERS COMPANIES INC(TRV) | 28,056 | 27,243 | -813 | 7,506,102 | 7,606,790 | 3.60% | +100,688 |
| TEXAS INSTRS INC(TXN) | 28,027 | 32,096 | +4,069 | 5,818,966 | 5,896,998 | 2.79% | +78,032 |
| ORACLE CORP(ORCL) | 1,056 | 1,056 | 0 | 230,873 | 296,989 | 0.14% | +66,116 |
| UNITEDHEALTH GROUP INC(UNH) | 985 | 985 | 0 | 307,290 | 340,121 | 0.16% | +32,831 |
| AMERIS BANCORP(ABCB) | 3,109 | 3,109 | 0 | 201,152 | 227,921 | 0.11% | +26,769 |
| CHENIERE ENERGY INC(LNG) | 1,251 | 1,251 | 0 | 304,644 | 293,960 | 0.14% | -10,684 |
| MARRIOTT INTL INC NEW(MAR) | 2,290 | 2,290 | 0 | 625,651 | 596,408 | 0.28% | -29,243 |
| NVIDIA CORPORATION(NVDA) | 26,553 | 22,153 | -4,400 | 4,195,108 | 4,133,307 | 1.96% | -61,801 |
| FORTINET INC(FTNT) | 69,273 | 84,953 | +15,680 | 7,323,542 | 7,142,848 | 3.38% | -180,694 |
| DANAHER CORPORATION(DHR) | 47,236 | 46,129 | -1,107 | 9,330,999 | 9,145,536 | 4.33% | -185,463 |
| AMAZON COM INC(AMZN) | 43,259 | 42,336 | -923 | 9,490,592 | 9,295,716 | 4.40% | -194,876 |
| CAPITAL ONE FINL CORP(COF) | 39,036 | 37,849 | -1,187 | 8,305,299 | 8,045,940 | 3.81% | -259,359 |
| BROADRIDGE FINL SOLUTIONS IN(BR) | 30,370 | 29,492 | -878 | 7,380,821 | 7,024,110 | 3.33% | -356,711 |
| TRANE TECHNOLOGIES PLC(TT) | 14,558 | 14,220 | -338 | 6,367,815 | 6,000,271 | 2.84% | -367,544 |
| ZEBRA TECHNOLOGIES CORPORATI(ZBRA) | 22,452 | 21,834 | -618 | 6,923,299 | 6,488,191 | 3.07% | -435,108 |
| FISERV INC(FISV) | 50,186 | 63,692 | +13,506 | 8,652,568 | 8,211,810 | 3.89% | -440,758 |
| WASTE MGMT INC DEL(WM) | 39,208 | 38,143 | -1,065 | 8,971,575 | 8,423,119 | 3.99% | -548,456 |
| KROGER CO(KR) | 105,078 | 102,594 | -2,484 | 7,537,245 | 6,915,862 | 3.28% | -621,383 |
| AVERY DENNISON CORP | 40,647 | 39,586 | -1,061 | 7,132,329 | 6,419,662 | 3.04% | -712,667 |
| ELEVANCE HEALTH INC FORMERLY(ELV) | 10,523 | 10,270 | -253 | 4,093,026 | 3,318,442 | 1.57% | -774,584 |
| CINTAS CORP(CTAS) | 37,110 | 36,199 | -911 | 8,270,706 | 7,430,207 | 3.52% | -840,499 |
| ADOBE INC(ADBE) | 21,682 | 21,111 | -571 | 8,388,332 | 7,446,905 | 3.53% | -941,427 |
| HONEYWELL INTL INC(HON) | 36,194 | 35,338 | -856 | 8,428,859 | 7,438,649 | 3.52% | -990,210 |
| RALLIANT CORP(RAL) | 24,272 | 0 | -24,272 | 1,176,949 | 0 | — | -1,176,949 |
| PAYCHEX INC(PAYX) | 62,547 | 60,826 | -1,721 | 9,098,087 | 7,710,304 | 3.65% | -1,387,783 |
| APPLIED MATLS INC | 50,864 | 35,374 | -15,490 | 9,311,672 | 7,242,473 | 3.43% | -2,069,199 |
| FORTIVE CORP(FTV) | 73,001 | 0 | -73,001 | 3,805,542 | 0 | — | -3,805,542 |
| LULULEMON ATHLETICA INC(LULU) | 30,554 | 0 | -30,554 | 7,259,019 | 0 | — | -7,259,019 |
| STARBUCKS CORP(SBUX) | 96,441 | 0 | -96,441 | 8,836,889 | 0 | — | -8,836,889 |