Palouse Capital Management, Inc.

CIK

1056516

Location

SPOKANE, WA

Portfolio Value

Small $131,752,617

Diversification

Diversified

Filing Date

Global Rank

#142 / 295 ▲ 4986

Top Industry

Semiconductors 10.6%

3Y Alpha vs SPY

-0.6%

Period ended 9 days ago

Filed Jul 8, 2026 · 1d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+73.6%

SPY

+76.5%

Annualised alpha

-0.7%

Max drawdown

−19.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

4.3%

−0.2 pts

Top 5

19.1%

+0.3 pts

Top 10

34.6%

+1.2 pts

HHI

245

Diversified+16

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.0%	$36,920,259	22
Healthcare	15.8%	$20,852,070	11
Financial Services	12.6%	$16,550,898	13
Communication Services	9.0%	$11,892,260	5
Consumer Defensive	9.0%	$11,811,860	7
Energy	7.3%	$9,616,184	3
Industrials	6.6%	$8,718,087	12
Real Estate	4.9%	$6,480,449	4
Consumer Cyclical	2.7%	$3,551,545	11
Utilities	2.5%	$3,325,761	3
Unclassified	1.2%	$1,515,943	1
Basic Materials	0.4%	$517,301	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+92,443	155,310	$3,214,917
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
BDX	Becton Dickinson & Co	+3,393	13,283	$2,010,116
DIS	Walt Disney Co	+3,084	22,152	$2,132,130
PLAB	Photronics Inc	+1,684	6,683	$217,397
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
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
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 /Md/	−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/De	−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 /New/	−4,958	84,385	$1,945,074
PYPL	PayPal Holdings, Inc.	−4,357	22,415	$967,879
UCTT	Ultra Clean Holdings, Inc.	−3,706	2,572	$366,741
NTAP	NetApp, Inc.	−3,556	36,299	$5,617,633
UPS	United Parcel Service Inc	−3,179	36,610	$3,935,575
QCOM	Qualcomm Inc/De	−2,917	26,550	$4,906,174
C	Citigroup Inc	−2,622	28,304	$3,961,427
LAMR	Lamar Advertising Co/New	−2,404	26,416	$4,120,367
SNY	Sanofi	−2,058	52,316	$2,231,800
NVDA	Nvidia Corp	−1,348	7,298	$1,460,256
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
SJM	J M SMUCKER Co	33,705	$3,791,812
VST	Vistra Corp.	19,849	$3,148,646
NOW	ServiceNow, Inc.	11,631	$1,154,725
LMB	Limbach Holdings, Inc.	1,995	$153,615
PNFP	Pinnacle Financial Partners, Inc.	14	$1,412
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	9,438	$2,237,306
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 /De/	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
COHU	Cohu Inc	1,339	$41,000
CMCSA	Comcast Corp	1,350	$38,758
HPQ	Hp Inc	1,942	$37,305
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

93 positions · $131,752,617 total · 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 93 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NTAP	NetApp, Inc. Technology	Reduced	36,299	-3,556	$5,617,633	+37.7%	4.26%
MSFT	Microsoft Corp Technology	Reduced	14,330	-1,292	$5,345,376	−7.6%	4.06%
QCOM	Qualcomm Inc/De Technology	Reduced	26,550	-2,917	$4,906,174	+29.3%	3.72%
UNH	Unitedhealth Group Inc Healthcare	Reduced	11,414	-1,161	$4,744,000	+39.4%	3.60%
BKR	Baker Hughes Co Energy	Reduced	81,999	-7,442	$4,550,944	−16.7%	3.45%
MDT	Medtronic plc Healthcare	Added	57,027	+29,275	$4,461,222	+85.5%	3.39%
LAMR	Lamar Advertising Co/New Real Estate	Reduced	26,416	-2,404	$4,120,367	+12.9%	3.13%
C	Citigroup Inc Financial Services	Reduced	28,304	-2,622	$3,961,427	+12.9%	3.01%
UPS	United Parcel Service Inc Industrials	Reduced	36,610	-3,179	$3,935,575	+0.5%	2.99%
TSN	Tyson Foods, Inc. Consumer Defensive	Reduced	68,501	-7,703	$3,921,682	−19.7%	2.98%
DELL	Dell Technologies Inc. Technology	Reduced	9,074	-8,888	$3,915,068	+32.8%	2.97%
TXN	Texas Instruments Inc Technology	Reduced	12,730	-8,213	$3,794,431	−6.7%	2.88%
SJM	J M SMUCKER Co Consumer Defensive	NEW	33,705	NEW	$3,791,812	NEW	2.88%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Reduced	212,141	-17,453	$3,761,259	+4.7%	2.85%
MU	Micron Technology Inc Technology	Reduced	3,133	-6,395	$3,616,390	+12.3%	2.74%
GIS	General Mills Inc Consumer Defensive	Added	103,573	+21,946	$3,604,340	+18.6%	2.74%
J	Jacobs Solutions Inc. Industrials	Added	27,424	+9,558	$3,455,424	+52.0%	2.62%
HPE	Hewlett Packard Enterprise Co Technology	Reduced	72,111	-15,493	$3,252,927	+56.0%	2.47%
T	At&T Inc. Communication Services	Added	155,310	+92,443	$3,214,917	+76.4%	2.44%
VST	Vistra Corp. Utilities	NEW	19,849	NEW	$3,148,646	NEW	2.39%
GOOGL	Alphabet Inc. Communication Services	Reduced	8,478	-5,097	$3,029,782	−22.4%	2.30%
DVN	Devon Energy Corp/De Energy	Reduced	64,261	-5,974	$2,655,264	−24.9%	2.02%
OKE	Oneok Inc /New/ Energy	Reduced	27,720	-1,062	$2,409,976	−7.4%	1.83%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	13,706	-160	$2,284,379	−5.0%	1.73%
SNY	Sanofi Healthcare	Reduced	52,316	-2,058	$2,231,800	−14.8%	1.69%
PFE	Pfizer Inc Healthcare	Reduced	92,603	-6,465	$2,229,880	−19.8%	1.69%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	13,282	-602	$2,172,536	−9.3%	1.65%
DIS	Walt Disney Co Communication Services	Added	22,152	+3,084	$2,132,130	+16.0%	1.62%
EG	Everest Group, Ltd. Financial Services	Added	5,638	+298	$2,014,062	+15.4%	1.53%
BDX	Becton Dickinson & Co Healthcare	Added	13,283	+3,393	$2,010,116	+29.3%	1.53%
KEY	Keycorp /New/ Financial Services	Reduced	84,385	-4,958	$1,945,074	+8.6%	1.48%
META	Meta Platforms, Inc. Communication Services	Added	3,157	+48	$1,778,306	−0.0%	1.35%
ELV	Elevance Health, Inc. Healthcare	Reduced	4,579	-914	$1,770,836	+10.1%	1.34%
VZ	Verizon Communications Inc Communication Services	Reduced	41,028	-14,307	$1,737,125	−37.5%	1.32%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	2,479	+145	$1,545,755	−14.3%	1.17%
CVS	CVS HEALTH Corp Healthcare	Reduced	14,687	-259	$1,519,370	+41.5%	1.15%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,030	-17	$1,515,943	+13.9%	1.15%
NVDA	Nvidia Corp Technology	Reduced	7,298	-1,348	$1,460,256	−3.2%	1.11%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,011	-1,124	$1,432,661	−3.6%	1.09%
APTV	Aptiv PLC Consumer Cyclical	Added	22,462	+5,595	$1,378,717	+17.7%	1.05%
NOW	ServiceNow, Inc. Technology	NEW	11,631	NEW	$1,154,725	NEW	0.88%
PYPL	PayPal Holdings, Inc. Financial Services	Reduced	22,415	-4,357	$967,879	−20.1%	0.73%
EWBC	East West Bancorp Inc Financial Services	Reduced	7,204	-12,019	$929,964	−54.7%	0.71%
LRCX	Lam Research Corp Technology	Reduced	1,830	-500	$792,993	+59.3%	0.60%
CSCO	Cisco Systems, Inc. Technology	Reduced	6,053	-27,697	$710,985	−72.8%	0.54%
AAPL	Apple Inc. Technology	Reduced	2,100	-318	$607,656	−1.0%	0.46%
PPG	Ppg Industries Inc Basic Materials	Reduced	4,265	-743	$517,301	−3.4%	0.39%
UCTT	Ultra Clean Holdings, Inc. Technology	Reduced	2,572	-3,706	$366,741	−6.1%	0.28%
ACMR	ACM Research, Inc. Technology	Reduced	2,210	-1,008	$280,426	+121.5%	0.21%
ENS	EnerSys Industrials	Reduced	1,108	-42	$259,072	+29.7%	0.20%