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Palmer Knight Co.
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.
Latest 13F Filing Activity
Palmer Knight Co. filed their most recent 13F report on Jun 30, 2025 disclosing 37 equity positions with a total 13F market value of $235M. The fund increased holdings in Caterpillar Inc., Lennar Corp., Applied Matls Inc. among other positions. Palmer Knight Co. reduced exposure to Travelers Companies Inc., Fiserv Inc., Fortinet Inc. among others.
Top Holdings
Equity Positions (37)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 4.05% | $9.5M | 43,259 | $122.43 | $219.39 | +$2.4M |
D DHR | DANAHER CORPORATION | 3.98% | $9.3M | 47,236 | $190.00 | $197.54 | +$904.9K |
A AMAT | APPLIED MATLS INC | 3.97% | $9.3M | 50,864 | $154.86 | $183.07 | +$4.8M |
M MSFT | MICROSOFT CORP | 3.93% | $9.2M | 18,524 | $212.91 | $497.41 | +$2.2M |
P PAYX | PAYCHEX INC | 3.88% | $9.1M | 62,547 | $88.11 | $145.46 | -$575.4K |
Industry Allocation
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