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Palmer Knight Co.

CIK:0001767735
Investment Adviser
$252M AUM
37 holdings
Jacksonville, FL, US
Founded:1985
3 employees
Latest filing:Jun 30, 2025

The Palmer Knight Company is a boutique, fee-for-service investment adviser firm headquartered in Jacksonville, Florida. Founded in 1985 by A. Palmer Knight, the firm is registered with the SEC and provides asset management and financial consulting to individuals, corporations, and institutions. The company manages over $250 million in assets, serving 301 clients with a strong emphasis on long-term, disciplined investing. The team consists of 2-3 employees, focusing on high net worth individuals and select businesses that value thoughtful, confidential advisory relationships.

Investment Strategy

The Palmer Knight Company employs a disciplined, research-driven investment approach centered on long-term capital appreciation and risk mitigation. Investment decisions are grounded in economic facts, historical data, and academic research rather than short-term market trends. The firm constructs diversified portfolios of equities and fixed income, emphasizing capital preservation and consistent performance. Client relationships are highly personalized, with bespoke solutions targeting each client's goals and risk tolerance, reflecting a philosophy of integrity, transparency, and mutual respect.

Top Buys
C
CATCATERPILLAR INC
+$5.9M
L
LENLENNAR CORP
+$5.6M
A
AMATAPPLIED MATLS INC
+$4.8M
A
ADBEADOBE INC
+$2.9M
Z
ZBRAZEBRA TECHNOLOGIES CORPORATI
+$2.5M
Top Sells
T
TRVTRAVELERS COMPANIES INC
-$2.0M
F
FIFISERV INC
-$1.9M
F
FTNTFORTINET INC
-$1.7M
F
FTVFORTIVE CORP
-$1.5M
C
CTASCINTAS CORP
-$1.0M

Top Holdings

A
AMZNAMAZON COM INC
+4.0%$9.5M
D
DHRDANAHER CORPORATION
+4.0%$9.3M
A
AMATAPPLIED MATLS INC
+4.0%$9.3M
M
MSFTMICROSOFT CORP
+3.9%$9.2M
P
PAYXPAYCHEX INC
+3.9%$9.1M

Equity Positions (37)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AMZN
AMAZON COM INC4.05%$9.5M43,259$122.43$219.39+$2.4M
D
DHR
DANAHER CORPORATION3.98%$9.3M47,236$190.00$197.54+$904.9K
A
AMAT
APPLIED MATLS INC3.97%$9.3M50,864$154.86$183.07+$4.8M
M
MSFT
MICROSOFT CORP3.93%$9.2M18,524$212.91$497.41+$2.2M
P
PAYX
PAYCHEX INC3.88%$9.1M62,547$88.11$145.46-$575.4K

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+8.2%
SERVICES-PREPACKAGED SOFTWARE
+7.6%
SERVICES-BUSINESS SERVICES, NEC
+6.8%
NATIONAL COMMERCIAL BANKS
+6.8%
INDUSTRIAL INSTRUMENTS FOR MEASUREMENT, DISPLAY, AND CONTROL
+6.1%