Palmer Knight Co

Q2 2026 13F-HR Holdings

Location
Jacksonville, FL
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
36
Total value ($000)
$259,733
Net value change ($000)
+54,805 (26.7%)
New positions
6
Sold out positions
2
Turnover %
19.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
GOOGL 8,515 NEW
HOOD 7,641 NEW
AMAT 6,350 62.7%
FTNT 5,602 82.5%
IBM 4,951 NEW
HONEYWELL INTL INC 4,925 NEW
HONEYWELL AEROSPACE INC 4,863 NEW
CAT 4,199 46.4%
META 3,823 106.6%
SPACE EXPLORATION TECHN CORP 2,909 NEW
Top Reduces (Value $000, Stocks/ETFs)
HON -8,356 -100.0%
DHR -7,553 -100.0%
XOM -2,313 -21.4%
KR -1,884 -24.8%
ADBE -980 -17.7%
WM -440 -5.0%
MSFT -129 -1.7%
LNG -56 -15.8%
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