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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Palmer Knight Company
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| CRD # | 112983 |
| SEC # | 801-101490 |
| CIK # | 0001767735 |
| AUM | $295.7 M (2025-03-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 904-358-9080 |
| Address | 1022 Park Street Jacksonville, FL 32204 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 9.5 | ||
| Danaher Corp /DE/ | 9.3 | ||
| Applied Materials Inc /DE | 9.3 | ||
| Microsoft Corp | 9.2 | ||
| Paychex Inc | 9.1 | ||
| Waste Management Inc | 9.0 | ||
| Starbucks Corp | 8.8 | ||
| Fiserv Inc | 8.7 | ||
| Raymond James Financial Inc | 8.5 | ||
| Honeywell International Inc | 8.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 21.1 |
| (b) Individuals (high net worth individuals) | 89 | 274.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 303 | 295.7 |
| By Discretionary | ||
| Discretionary | 303 | 295.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 303 | 295.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 295.7 | |
| Total | 303 | 295.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767735] |
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|---|---|---|
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NJ | 0.3 |
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Greenwood Family Advisors LLC
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FL | 0.3 |
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BWM Planning LLC
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Kilner Capital Advisors LLC
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MD | 0.3 |
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Odyssey Personal Financial Advisors LLC
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GA | 0.3 |
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BCI Securities Inc
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FL | 0.3 |
|
Gebhardt Group Inc
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CA | 0.3 |
|
Quantum Portfolio Management LLC
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NY | 0.3 |