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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) |
|---|
| CIK | Period |
|---|---|
| 0001767735 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Amazon Com Inc | 9.5 | |
| Danaher Corp /DE/ | 9.3 | |
| Applied Materials Inc /DE | 9.3 | |
| Microsoft Corp | 9.2 | |
| Paychex Inc | 9.1 | |
| Waste Management Inc | 9.0 | |
| Starbucks Corp | 8.8 | |
| Fiserv Inc | 8.7 | |
| Raymond James Financial Inc | 8.5 | |
| Honeywell International Inc | 8.4 | |
| Adobe Systems Inc | 8.4 | |
| Capital One Financial Corp | 8.3 | |
| Cintas Corp | 8.3 | |
| Home Depot Inc | 8.0 | |
| Apple Inc | 8.0 | |
| J P Morgan Chase & Co | 7.7 | |
| Kroger Co | 7.5 | |
| Travelers Companies Inc | 7.5 | |
| Broadridge Financial Solutions Inc | 7.4 | |
| Fortinet Inc | 7.3 | |
| Lululemon Athletica Inc | 7.3 | |
| Avery Dennison Corporation | 7.1 | |
| Zebra Technologies Corp | 6.9 | |
| Vulcan Materials Co | 6.5 | |
| Ingersoll-Rand PLC | 6.4 | |
| Caterpillar Inc | 5.9 | |
| Texas Instruments Inc | 5.8 | |
| Lennar Corp /New/ | 5.6 | |
| Nvidia Corp | 4.2 | |
| Wellpoint Inc | 4.1 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kevin M Gibney and Company LLC
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|
NJ | 0.3 |
|
Greenwood Family Advisors LLC
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|
FL | 0.3 |
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Paradigm Strategies in Wealth Management LLC
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MN | 0.3 |
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BWM Planning LLC
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TX | 0.3 |
|
Kilner Capital Advisors LLC
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|
MD | 0.3 |
|
Retirement Capital Strategies Inc
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|
CA | 0.3 |
|
Odyssey Personal Financial Advisors LLC
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|
GA | 0.3 |
|
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 |