Palmer Knight Co
SEC Form 13F institutional filer · CIK 0001767735
13F-HR · 29 reported holdings · 2026-03-31
Reported long-US-equity value
$0.20B
Top-10 concentration
44.5%
Palmer Knight Co — $201M AUM allocation strategy
Palmer Knight Co files SEC Form 13F and reports $201M of long US equity value across 29 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 24.5%, followed by Information Technology 20.3% and Financials 11.7%.
The top 10 holdings account for 45% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Palmer Knight Co — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$201M
total across 29 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
45% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$XOM +9.8K sh · +$4.33M+$MSFT +6.97K sh · +$989K+$VMC +6.78K sh · +$1.58M
Biggest trims (shares)
−$FTNT −1.76K sh · +$52.4K−$COF −1.3K sh · −$2.5M−$HD −840 sh · −$650K
Exited to nil (held last quarter, gone now)
$PAYX ($8.39M last qtr)$BR ($5.48M last qtr)$ORCL ($200K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Systems Software7.3%—
- Integrated Oil & Gas5.4%—
- Semiconductor Materials & Equipment5.0%—
- Property & Casualty Insurance4.5%—
- Construction Machinery & Heavy Transportation Equipment4.5%—
- Semiconductors4.4%—
- Building Products4.4%—
- Environmental & Facilities Services4.4%—
- Other holdings60.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $XOM | ExxonMobil Holdings Corporation | 63.8K | $10.8M | +9.8K | 5.4% |
| $AMAT | Applied Materials Inc | 29.6K | $10.1M | +214 | 5.0% |
| $TRV | The Travelers Companies Inc | 31.1K | $9.08M | +3.99K | 4.5% |
| $CAT | Caterpillar Inc | 12.8K | $9.04M | +136 | 4.5% |
| $TXN | Texas Instruments Incorporated | 45.5K | $8.84M | +261 | 4.4% |
| $TT | Trane Technologies plc | 20.9K | $8.73M | +6.71K | 4.4% |
| $WM | Waste Management Inc | 38K | $8.72M | -108 | 4.3% |
| $HON | Honeywell International Inc | 37K | $8.36M | +1.64K | 4.2% |
| $JPM | JP Morgan Chase & Co | 26.6K | $7.83M | +800 | 3.9% |
| $HD | Home Depot Inc | 23.7K | $7.8M | -840 | 3.9% |
…and 19 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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