Palmer Knight Co

Q3 2026 13F-HR Holdings

Location
Jacksonville, FL
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
37
Total value ($000)
$246,470
Net value change ($000)
-13,263 (-5.1%)
New positions
2
Sold out positions
1
Turnover %
7.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
XOM 10,087 NEW
MSFT 2,751 36.0%
META 2,071 28.0%
AAPL 1,231 15.3%
CTAS 1,114 13.2%
HOOD 828 10.8%
SPACE EXPLORATION TECHN CORP 754 25.9%
ADBE 706 15.5%
TRV 650 6.5%
NVDA 423 12.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -8,513 -100.0%
AMAT -6,820 -41.4%
CAT -4,660 -35.2%
HD -2,104 -20.2%
VMC -1,687 -17.8%
SOLS -1,552 -36.6%
HONA -1,491 -30.7%
MAS -1,386 -17.3%
FTNT -1,363 -11.0%
IBM -1,087 -22.0%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type