Palmer Knight
Palmer Knight reported 36 stocks worth $260M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are AMAT (6.3%), CAT (5.1%) and FTNT (4.8%). Compared with Q1 2026, the fund opened new positions in GOOGL, HOOD and IBM, added to HD, JPM and AME, trimmed AMAT, CAT and FTNT and sold out of DHR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AMAT Applied Matls Inc | $16.5M | 6.3% | 23K | −6,836 (−23%) | 8 of 8 | |
| 2 |  CAT Caterpillar Inc | $13.2M | 5.1% | 12K | −328 (−3%) | 5 of 8 | |
| 3 |  FTNT Fortinet Inc | $12.4M | 4.8% | 81K | −2,425 (−3%) | 8 of 8 | |
| 4 |  TXN Texas Instrs Inc | $10.6M | 4.1% | 35K | −10K (−22%) | 8 of 8 | |
| 5 |  HD Home Depot Inc | $10.4M | 4.0% | 30K | +5,854 (+25%) | 8 of 8 | |
| 6 |  JPM Jpmorgan Chase & Co. | $10.1M | 3.9% | 31K | +4,181 (+16%) | 8 of 8 | |
| 7 |  TT Trane Technologies PLC | $10M | 3.9% | 20K | −499 (−2%) | 8 of 8 | |
| 8 |  TRV Travelers Cos Inc | $10M | 3.8% | 30K | −873 (−3%) | 8 of 8 | |
| 9 |  AME Ametek Inc | $9.6M | 3.7% | 40K | +6,996 (+21%) | 2 of 8 | |
| 10 |  VMC Vulcan Matls Co | $9.5M | 3.6% | 32K | +4,638 (+17%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $8.4M | 37K |
 DHR Danaher Corp | $7.6M | 40K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Palmer Knight 13F FAQ
What does Palmer Knight own?
Palmer Knight reported 36 stocks worth $260M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are AMAT (6.3%), CAT (5.1%) and FTNT (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did Palmer Knight buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 7 added to, 19 trimmed and 2 sold out. New positions include GOOGL, HOOD and IBM. It sold all of DHR.
When will Palmer Knight file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Palmer Knight's portfolio worth?
The Q2 2026 filing reports $260M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.