Palouse Capital Management, Inc.

CIK

1056516

Location

SPOKANE, WA

Portfolio Value

Small $150,907,558

Diversification

Diversified

Filing Date

Global Rank

#7,340 / 8,817 ▼ 288

Top Industry

Semiconductors 10.3%

Period ended 4 months ago

Filed Jul 8, 2026 · 4mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 31.8%, 45.7 effective positions, active share 80.1% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

46.9% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 13.6 quarters (12+), a floor since 20.4% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 80.1%; sector active share 16.2% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

121 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

3.7%

−0.3 pts

Top 5

17.3%

+0.2 pts

Top 10

31.8%

+0.9 pts

HHI

219

Diversified+10

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	24.5%	$36,920,259	22
Healthcare	13.8%	$20,852,070	11
Financial Services	11.3%	$16,997,810	15
Unclassified	10.5%	$15,827,164	23
Communication Services	9.2%	$13,902,465	6
Consumer Defensive	7.8%	$11,811,860	7
Industrials	7.4%	$11,104,690	15
Energy	6.4%	$9,616,184	3
Real Estate	4.3%	$6,480,449	4
Consumer Cyclical	2.4%	$3,551,545	11
Utilities	2.2%	$3,325,761	3
Basic Materials	0.3%	$517,301	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+92,443	155,310	$3,214,917
PYLD		+36,588	197,177	$5,229,134
MDT	Medtronic plc	+29,275	57,027	$4,461,222
GIS	General Mills Inc	+21,946	103,573	$3,604,340
BOOM	DMC Global Inc.	+10,931	18,639	$108,292
J	Jacobs Solutions Inc.	+9,558	27,424	$3,455,424
MGPI	Mgp Ingredients Inc	+5,739	8,805	$154,263
APTV	Aptiv PLC	+5,595	22,462	$1,378,717
SCHD	Schwab U.S. Dividend Equity ETF	+5,062	8,738	$277,081
BDX	Becton Dickinson & Co	+3,393	13,283	$2,010,116
DIS	Walt Disney Co	+3,084	22,152	$2,132,130
SCHM	Schwab U.S. Mid-Cap ETF	+1,845	3,952	$145,710
PLAB	Photronics Inc	+1,684	6,683	$217,397
VRP	Invesco Ltd.	+1,604	18,099	$439,986
APLE	Apple Hospitality REIT, Inc.	+750	4,304	$72,350
THRM	Gentherm Inc	+600	4,822	$164,478
UPBD	Upbound Group, Inc.	+500	5,807	$123,224
JNK	State Street(R) SPDR(R) Bloomberg High Yield Bond ETF	+375	1,576	$151,879
EG	Everest Group, Ltd.	+298	5,638	$2,014,062
CMCO	Columbus Mckinnon Corp	+240	3,097	$46,857
DAR	Darling Ingredients Inc.	+150	1,418	$77,451
REGN	Regeneron Pharmaceuticals, Inc.	+145	2,479	$1,545,755
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+99	1,912	$151,105
META	Meta Platforms, Inc.	+48	3,157	$1,778,306
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	−27,697	6,053	$710,985
AKAM	Akamai Technologies Inc	−24,981	1,613	$190,672
HBAN	Huntington Bancshares Inc	−17,453	212,141	$3,761,259
HPE	Hewlett Packard Enterprise Co	−15,493	72,111	$3,252,927
VZ	Verizon Communications Inc	−14,307	41,028	$1,737,125
EWBC	East West Bancorp Inc	−12,019	7,204	$929,964
DELL	Dell Technologies Inc.	−8,888	9,074	$3,915,068
TXN	Texas Instruments Inc	−8,213	12,730	$3,794,431
TSN	Tyson Foods, Inc.	−7,703	68,501	$3,921,682
BKR	Baker Hughes Co	−7,442	81,999	$4,550,944
PFE	Pfizer Inc	−6,465	92,603	$2,229,880
MU	Micron Technology Inc	−6,395	3,133	$3,616,390
DVN	Devon Energy Corp	−5,974	64,261	$2,655,264
AMD	Advanced Micro Devices Inc	−5,917	127	$73,775
GOOGL	Alphabet Inc.	−5,097	8,478	$3,029,782
KEY	Keycorp	−4,958	84,385	$1,945,074
PGX	Invesco Ltd.	−4,461	639	$6,926
PYPL	PayPal Holdings, Inc.	−4,357	22,415	$967,879
HON	Honeywell International Inc	−4,084	5,354	$1,198,760
UCTT	Ultra Clean Holdings, Inc.	−3,706	2,572	$366,741
NTAP	NetApp, Inc.	−3,556	36,299	$5,617,633
SCHG	Schwab U.S. Large-Cap Growth ETF	−3,477	2,991	$101,215
UPS	United Parcel Service Inc	−3,179	36,610	$3,935,575
QCOM	Qualcomm Inc	−2,917	26,550	$4,906,174
C	Citigroup Inc	−2,622	28,304	$3,961,427
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
SJM	J M SMUCKER Co	33,705	$3,791,812
VST	Vistra Corp.	19,849	$3,148,646
GOOGM	Alphabet Inc.	39,501	$2,010,205
HONA	Honeywell Aerospace Inc.	5,342	$1,181,009
NOW	ServiceNow, Inc.	11,631	$1,154,725
LMB	Limbach Holdings, Inc.	1,995	$153,615
SPCX	Space Exploration Technologies Corp	40	$6,834
PNFP	Pinnacle Financial Partners, Inc.	14	$1,412
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
SBUX	Starbucks Corp	22,481	$2,014,072
FISV	Fiserv Inc	21,170	$1,181,286
KHC	Kraft Heinz Co	43,302	$973,861
WAT	Waters Corp	1,282	$381,779
TMO	Thermo Fisher Scientific Inc.	481	$236,425
YUMC	Yum China Holdings, Inc.	2,577	$125,706
NSIT	Insight Enterprises Inc	1,086	$72,772
LMT	Lockheed Martin Corp	110	$66,482
IVE	iShares S&P 500 Value ETF	259	$54,687
COHU	Cohu Inc	1,339	$41,000
CMCSA	Comcast Corp	1,350	$38,758
HPQ	Hp Inc	1,942	$37,305
PGF	Victory Portfolios II	2,588	$35,610
IWB	iShares Russell 1000 ETF	22	$7,844
SCHZ	Schwab U.S. Aggregate Bond ETF	264	$6,130
XLF	State Street Corp	75	$3,702
APOG	Apogee Enterprises, Inc.	1	$33
CNOB	ConnectOne Bancorp, Inc.	1	$26
MEI	Methode Electronics Inc	1	$5
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

121 tracked positions · $150,907,558 total · filing declares 124 positions · $160,382,588 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 121 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
NTAP	NetApp, Inc. Technology	Reduced	36,299	-3,556	$5,617,633	+37.7%	25	$73.70	3.72%
MSFT	Microsoft Corp Technology	Reduced	14,330	-1,292	$5,345,376	−7.6%	26+	before history	3.54%
PYLD		Added	197,177	+36,588	$5,229,134	+24.3%	4	$26.54	3.47%
QCOM	Qualcomm Inc Technology	Reduced	26,550	-2,917	$4,906,174	+29.3%	12	$129.50	3.25%
UNH	Unitedhealth Group Inc Healthcare	Reduced	11,414	-1,161	$4,744,000	+39.4%	26+	before history	3.14%
BKR	Baker Hughes Co Energy	Reduced	81,999	-7,442	$4,550,944	−16.7%	16	$25.10	3.02%
MDT	Medtronic plc Healthcare	Added	57,027	+29,275	$4,461,222	+85.5%	14	$81.28	2.96%
LAMR	Lamar Advertising Co Real Estate	Reduced	26,416	-2,404	$4,120,367	+12.9%	16	$95.83	2.73%
C	Citigroup Inc Financial Services	Reduced	28,304	-2,622	$3,961,427	+12.9%	26+	before history	2.63%
UPS	United Parcel Service Inc Industrials	Reduced	36,610	-3,179	$3,935,575	+0.5%	17	$130.79	2.61%
		Reduced	42,851	-1,899	$3,926,865	−4.2%	14	$91.60	2.60%
TSN	Tyson Foods, Inc. Consumer Defensive	Reduced	68,501	-7,703	$3,921,682	−19.7%	26+	before history	2.60%
DELL	Dell Technologies Inc. Technology	Reduced	9,074	-8,888	$3,915,068	+32.8%	2	$133.23	2.59%
TXN	Texas Instruments Inc Technology	Reduced	12,730	-8,213	$3,794,431	−6.7%	3	$171.26	2.51%
SJM	J M SMUCKER Co Consumer Defensive	NEW	33,705	NEW	$3,791,812	NEW	1	$101.86	2.51%
HBAN	Huntington Bancshares Inc Financial Services	Reduced	212,141	-17,453	$3,761,259	+4.7%	26+	before history	2.49%
MU	Micron Technology Inc Technology	Reduced	3,133	-6,395	$3,616,390	+12.3%	7	$100.97	2.40%
GIS	General Mills Inc Consumer Defensive	Added	103,573	+21,946	$3,604,340	+18.6%	10	$48.43	2.39%
J	Jacobs Solutions Inc. Industrials	Added	27,424	+9,558	$3,455,424	+52.0%	2	$131.44	2.29%
HPE	Hewlett Packard Enterprise Co Technology	Reduced	72,111	-15,493	$3,252,927	+56.0%	2	$22.16	2.16%
T	At&T Inc. Communication Services	Added	155,310	+92,443	$3,214,917	+76.4%	23	unpriced	2.13%
VST	Vistra Corp. Utilities	NEW	19,849	NEW	$3,148,646	NEW	1	$155.14	2.09%
GOOGL	Alphabet Inc. Communication Services	Reduced	8,478	-5,097	$3,029,782	−22.4%	26+	before history	2.01%
DVN	Devon Energy Corp Energy	Reduced	64,261	-5,974	$2,655,264	−24.9%	22	$26.98	1.76%
OKE	Oneok Inc Energy	Reduced	27,720	-1,062	$2,409,976	−7.4%	5	$83.26	1.60%
PFF	iShares Preferred and Income Securities ETF	Reduced	76,377	-1,119	$2,328,734	−0.9%	26+	before history	1.54%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	13,706	-160	$2,284,379	−5.0%	4	$199.28	1.51%
SNY	Sanofi Healthcare	Reduced	52,316	-2,058	$2,231,800	−14.8%	2	$46.63	1.48%
PFE	Pfizer Inc Healthcare	Reduced	92,603	-6,465	$2,229,880	−19.8%	22	$34.07	1.48%
AMT	American Tower Corp Real Estate	Reduced	13,282	-602	$2,172,536	−9.3%	2	$179.93	1.44%
DIS	Walt Disney Co Communication Services	Added	22,152	+3,084	$2,132,130	+16.0%	13	$100.48	1.41%
EG	Everest Group, Ltd. Financial Services	Added	5,638	+298	$2,014,062	+15.4%	4	$337.12	1.33%
GOOGM	Alphabet Inc. Communication Services	NEW	39,501	NEW	$2,010,205	NEW	1	unpriced	1.33%
BDX	Becton Dickinson & Co Healthcare	Added	13,283	+3,393	$2,010,116	+29.3%	21	$153.58	1.33%
KEY	Keycorp Financial Services	Reduced	84,385	-4,958	$1,945,074	+8.6%	12	$11.08	1.29%
META	Meta Platforms, Inc. Communication Services	Added	3,157	+48	$1,778,306	−0.0%	22	$395.03	1.18%
ELV	Elevance Health, Inc. Healthcare	Reduced	4,579	-914	$1,770,836	+10.1%	7	$389.66	1.17%
VZ	Verizon Communications Inc Communication Services	Reduced	41,028	-14,307	$1,737,125	−37.5%	4	$43.40	1.15%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	2,479	+145	$1,545,755	−14.3%	5	$565.30	1.02%
CVS	CVS HEALTH Corp Healthcare	Reduced	14,687	-259	$1,519,370	+41.5%	24	$63.07	1.01%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,030	-17	$1,515,943	+13.9%	26+	before history	1.00%
NVDA	Nvidia Corp Technology	Reduced	7,298	-1,348	$1,460,256	−3.2%	7	$179.22	0.97%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,011	-1,124	$1,432,661	−3.6%	23	unpriced	0.95%
APTV	Aptiv PLC Consumer Cyclical	Added	22,462	+5,595	$1,378,717	+17.7%	7	$61.62	0.91%
HON	Honeywell International Inc Industrials	Reduced	5,354	-4,084	$1,198,760	−43.8%	3	unpriced	0.79%
HONA	Honeywell Aerospace Inc. Industrials	NEW	5,342	NEW	$1,181,009	NEW	1	unpriced	0.78%
NOW	ServiceNow, Inc. Technology	NEW	11,631	NEW	$1,154,725	NEW	1	$99.01	0.77%
PYPL	PayPal Holdings, Inc. Financial Services	Reduced	22,415	-4,357	$967,879	−20.1%	18	$80.91	0.64%
EWBC	East West Bancorp Inc Financial Services	Reduced	7,204	-12,019	$929,964	−54.7%	23	$68.41	0.62%
LRCX	Lam Research Corp Technology	Reduced	1,830	-500	$792,993	+59.3%	19	unpriced	0.53%

Showing the top 50 of 121 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.