13F Insight
DOSSIER · 13F-HR · Q2 2026

Palmer Knight Co

$260M in tracked AUM across 36 positions as of Q2 2026.

PK
CIK 0001767735 · last filed Jun 30, 2026
Total AUM
$260M
as of Q2 2026
Holdings
36
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Palmer Knight Co filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AMAT
APPLIED MATLS INC
$16M23K6.3%02
CAT
CATERPILLAR INC
$13M12K5.1%03
34959E109
FORTINET INC
$12M81K4.8%04
TXN
TEXAS INSTRS INC
$11M35K4.1%05
HD
HOME DEPOT INC
$10M30K4.0%06
JPM
JPMORGAN CHASE & CO
$10M31K3.9%07
G8994E103
TRANE TECHNOLOGIES PLC
$10M20K3.9%08
TRV
TRAVELERS COMPANIES INC
$10M30K3.8%09
AME
AMETEK INC
$10M40K3.7%10
VMC
VULCAN MATLS CO
$9M32K3.6%

Filing history

2026Q2Jun 30
$260M▲ 26.7%
36 positionsView →2026Q1Mar 31
$205M▲ 7.6%
32 positionsView →2025Q4Dec 31
$191M▼ 9.7%
32 positionsView →2025Q3Sep 30
$211M▼ 10.0%
33 positionsView →2025Q2Jun 30
$235M▲ 14.0%
37 positionsLocked2025Q1Mar 31
$206M▼ 7.8%
33 positionsLocked2024Q4Dec 31
$223M▼ 1.9%
33 positionsLocked2024Q3Sep 30
$228M▲ 8.8%
35 positionsLocked2024Q2Jun 30
$209M▲ 1.8%
35 positionsLocked2024Q1Mar 31
$205M▲ 24.0%
33 positionsLocked2023Q4Dec 31
$166M▲ 11.1%
32 positionsLocked2023Q3Sep 30
$149M▼ 10.6%
31 positionsLocked
Showing 12 of 31