Fund HoldingsPalmer Knight Co

Total Portfolio Value
$190.54M
Total Bought
$15.21M
Total Sold
$38.75M
Net Transaction
-$23.54M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
EXXON MOBIL CORP054,009+54,00906,4993.41%+6,499
ELEVANCE HEALTH INC FORMERLY(ELV)10,27020,432+10,1623,3187,1623.76%+3,844
TEXAS INSTRS INC(TXN)32,09645,258+13,1625,8977,8524.12%+1,955
CAPITAL ONE FINL CORP(COF)37,84937,820-298,0469,1664.81%+1,120
ADOBE INC(ADBE)21,11123,656+2,5457,4478,2794.35%+832
PAYCHEX INC(PAYX)60,82674,776+13,9507,7108,3884.40%+678
SOLSTICE ADVANCED MATLS INC(SOLS)08,771+8,77104260.22%+426
CINTAS CORP(CTAS)36,19941,621+5,4227,4307,8284.11%+397
APPLIED MATLS INC35,37429,407-5,9677,2427,5573.97%+315
TRAVELERS COMPANIES INC(TRV)27,24327,121-1227,6077,8674.13%+260
CATERPILLAR INC(CAT)14,78712,625-2,1627,0567,2323.80%+177
JPMORGAN CHASE & CO.(JPM)25,86125,816-458,1578,3184.37%+161
MARRIOTT INTL INC NEW(MAR)2,2902,29005967100.37%+114
AMERIS BANCORP(ABCB)3,1093,10902282310.12%+3
UNITEDHEALTH GROUP INC(UNH)98598503403250.17%-15
CHENIERE ENERGY INC(LNG)1,2511,25102942430.13%-51
WASTE MGMT INC DEL(WM)38,14338,063-808,4238,3634.39%-60
ORACLE CORP(ORCL)1,0561,028-282972000.11%-97
HOME DEPOT INC(HD)21,12824,548+3,4208,5618,4474.43%-114
FORTINET INC(FTNT)84,95384,839-1147,1436,7373.54%-406
TRANE TECHNOLOGIES PLC(TT)14,22014,238+186,0005,5412.91%-459
KROGER CO(KR)102,594102,477-1176,9166,4033.36%-513
HONEYWELL INTL INC(HON)35,33835,332-67,4396,8933.62%-546
DANAHER CORPORATION(DHR)46,12937,521-8,6089,1468,5894.51%-556
NVIDIA CORPORATION(NVDA)22,15317,557-4,5964,1333,2741.72%-859
AMAZON COM INC(AMZN)42,33634,362-7,9749,2967,9314.16%-1,364
BROADRIDGE FINL SOLUTIONS IN(BR)29,49224,569-4,9237,0245,4832.88%-1,541
LENNAR CORP(LEN)67,34267,246-968,4886,9133.63%-1,575
VULCAN MATLS CO(VMC)24,36520,645-3,7207,4955,8883.09%-1,607
APPLE INC(AAPL)37,77928,981-8,7989,6207,8794.14%-1,741
RAYMOND JAMES FINL INC(RJF)54,01344,342-9,6719,3237,1213.74%-2,202
MICROSOFT CORP(MSFT)17,98914,035-3,9549,3176,7883.56%-2,530
AVERY DENNISON CORP39,5860-39,5866,4200-6,420
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)21,8340-21,8346,4880-6,488
FISERV INC(FISV)63,6920-63,6928,2120-8,212
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