account_balance
Investment manager · 13F filer · SEC CIK 1767735
Palmer Knight Co
Reported value$246Mas of Sep 30, 2026
Positions37 1 new, 0 sold out
Top 10 weight40.8%FTNT alone is 4%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FTNTFortinet, Inc.
4.5%Trimmed −24%
TRVTravelers Companies, Inc.
4.3%
MSFTMicrosoft Corp
4.2%
XOMExxonMobil Holdings Corp
4.1%
JPMJPMorgan Chase & Co
4.1%
TXNTexas Instruments Inc
4.0%
AMEAmetek Inc
4.0%
AMATApplied Materials Inc
3.9%Trimmed −17%
CTASCintas Corp
3.9%
METAMeta Platforms, Inc.
3.8%
AAPLApple Inc.
3.8%
TTTrane Technologies PLC
3.7%
FTNTFortinet, Inc.
4.5%−24%
TRVTravelers Companies, Inc.
4.3%
MSFTMicrosoft Corp
4.2%
XOMExxonMobil Holdings Corp
4.1%
JPMJPMorgan Chase & Co
4.1%
TXNTexas Instruments Inc
4.0%
AMEAmetek Inc
4.0%
AMATApplied Materials Inc
3.9%
CTASCintas Corp
3.9%
METAMeta Platforms, Inc.
3.8%
AAPLApple Inc.
3.8%
TTTrane Technologies PLC
3.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FTNT Fortinet, Inc. 4.5% Trimmed −24%TRV Travelers Companies, Inc. 4.3% HeldMSFT Microsoft Corp 4.2% HeldXOM ExxonMobil Holdings Corp 4.1% HeldJPM JPMorgan Chase & Co 4.1% HeldTXN Texas Instruments Inc 4.0% HeldAME Ametek Inc 4.0% HeldAMAT Applied Materials Inc 3.9% Trimmed −17%CTAS Cintas Corp 3.9% HeldMETA Meta Platforms, Inc. 3.8% HeldAAPL Apple Inc. 3.8% HeldTT Trane Technologies PLC 3.7% Held
What changed
Biggest moves since Jun 30, 2026
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