Palmer Knight Co

Q1 2026 13F-HR Holdings

Location
Jacksonville, FL
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
32
Total value ($000)
$204,928
Net value change ($000)
+14,391 (7.6%)
New positions
3
Sold out positions
3
Turnover %
15.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AME 7,034 NEW
MAS 6,100 NEW
XOM 4,327 66.6%
META 3,586 NEW
SOLS 3,292 772.8%
TT 3,188 57.5%
AMAT 2,567 34.0%
CAT 1,809 25.0%
VMC 1,579 26.8%
HON 1,463 21.2%
Top Reduces (Value $000, Stocks/ETFs)
PAYX -8,388 -100.0%
BR -5,483 -100.0%
ADBE -2,732 -33.0%
COF -2,504 -27.3%
DHR -1,036 -12.1%
LEN -933 -13.5%
RJF -782 -11.0%
HD -650 -7.7%
AAPL -613 -7.8%
CTAS -534 -6.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type