Palouse Capital Management, Inc.

CIK

1056516

Location

SPOKANE, WA

Portfolio Value

Micro $9,258,539

Diversification

Diversified

Filing Date

Global Rank

#5,151 / 8,586 ▲ 80

Top Industry

Semiconductors 10.9%

3Y Alpha vs SPY

-0.6%

Period ended 3 months ago

Filed Apr 24, 2026 · 53d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+75.6%

SPY

+78.1%

Annualised alpha

-0.6%

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

103 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

4.5%

+0.5 pts

Top 5

18.8%

+1.5 pts

Top 10

33.4%

+0.8 pts

HHI

228

Diversified+12

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.6%	$36,922,691	25
Healthcare	14.1%	$18,191,901	13
Financial Services	13.1%	$16,901,711	13
Communication Services	9.4%	$12,159,241	6
Energy	9.0%	$11,596,202	3
Industrials	7.2%	$9,332,234	14
Consumer Defensive	7.2%	$9,258,539	7
Real Estate	4.8%	$6,175,789	4
Consumer Cyclical	4.2%	$5,434,681	13
Unclassified	1.9%	$2,512,531	2
Basic Materials	0.4%	$535,255	1
Utilities	0.1%	$182,633	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
GIS	General Mills Inc	+48,677	81,627	$3,038,156
QCOM	Qualcomm Inc/De	+12,926	29,467	$3,794,760
PYPL	PayPal Holdings, Inc.	+10,508	26,772	$1,210,897
NVDA	Nvidia Corp	+7,842	8,646	$1,507,862
MSFT	Microsoft Corp	+4,558	15,622	$5,782,795
VZ	Verizon Communications Inc	+2,038	55,335	$2,777,817
MRSH	Marsh & Mclennan Companies, Inc.	+1,009	13,866	$2,405,057
OKE	Oneok Inc /New/	+920	28,782	$2,601,604
FISV	Fiserv Inc	+599	21,170	$1,181,286
DIS	Walt Disney Co	+517	19,068	$1,837,773
EG	Everest Group, Ltd.	+505	5,340	$1,745,379
AKAM	Akamai Technologies Inc	+472	26,594	$3,054,320
MMSI	Merit Medical Systems Inc	+302	1,315	$90,642
APTV	Aptiv PLC	+301	16,867	$1,171,244
PPG	Ppg Industries Inc	+196	5,008	$535,255
MGPI	Mgp Ingredients Inc	+124	3,066	$56,383
ELV	Elevance Health, Inc.	+97	5,493	$1,608,075
NSIT	Insight Enterprises Inc	+96	1,086	$72,772
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KEY	Keycorp /New/	−71,964	89,343	$1,791,327
CMCSA	Comcast Corp	−33,423	1,350	$38,758
DVN	Devon Energy Corp/De	−33,092	70,235	$3,534,225
YUMC	Yum China Holdings, Inc.	−18,119	2,577	$125,706
HBAN	Huntington Bancshares Inc /Md/	−12,622	229,594	$3,593,146
C	Citigroup Inc	−7,383	30,926	$3,507,317
BKR	Baker Hughes Co	−5,991	89,441	$5,460,373
LMT	Lockheed Martin Corp	−5,596	110	$66,482
T	At&T Inc.	−3,609	62,867	$1,822,514
KHC	Kraft Heinz Co	−3,384	43,302	$973,861
TSN	Tyson Foods, Inc.	−3,063	76,204	$4,882,390
CSCO	Cisco Systems, Inc.	−2,339	33,750	$2,618,662
TMO	Thermo Fisher Scientific Inc.	−2,003	481	$236,425
SPY	Spdr S&P 500 ETF Trust	−1,882	2,047	$1,331,245
MDT	Medtronic plc	−1,673	27,752	$2,404,710
AMKR	Amkor Technology, Inc.	−1,635	989	$44,534
NTAP	NetApp, Inc.	−1,631	39,855	$4,080,753
PFE	Pfizer Inc	−1,568	99,068	$2,781,829
APLE	Apple Hospitality REIT, Inc.	−1,429	3,554	$40,906
LAMR	Lamar Advertising Co/New	−1,394	28,820	$3,650,341
DOC	Healthpeak Properties, Inc.	−1,345	5,383	$88,442
SBUX	Starbucks Corp	−1,244	22,481	$2,014,072
BWB	Bridgewater Bancshares Inc	−1,238	4,814	$85,207
PLAB	Photronics Inc	−1,164	4,999	$202,009
CVS	CVS HEALTH Corp	−1,141	14,946	$1,073,421
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
DELL	Dell Technologies Inc.	17,962	$2,948,103
SNY	Sanofi	54,374	$2,619,739
AMT	American Tower Corp /Ma/	13,884	$2,396,100
J	Jacobs Solutions Inc.	17,866	$2,273,984
HPE	Hewlett Packard Enterprise Co	87,604	$2,085,851
WAT	Waters Corp /De/	1,282	$381,779
CVBF	Cvb Financial Corp	7,996	$155,042
CCK	Crown Holdings, Inc.	1,481	$148,470
PSN	Parsons Corp	2,589	$140,246
ITRI	Itron, Inc.	1,513	$135,610
CXT	Crane NXT, Co.	3,091	$125,463
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TGT	Target Corp	33,780	$3,301,995
NEM	NEWMONT Corp /DE/	29,995	$2,995,000
NTR	Nutrien Ltd.	40,555	$2,503,054
ARE	Alexandria Real Estate Equities, Inc.	28,414	$1,390,581
ADBE	Adobe Inc.	3,910	$1,368,460
NKE	NIKE, Inc.	20,517	$1,307,138
KELYA	Kelly Services Inc	8,841	$77,800
IP	International Paper Co /New/	900	$35,451
CMI	Cummins Inc	65	$33,179
CATY	Cathay General Bancorp	600	$29,034
JNJ	Johnson & Johnson	117	$24,213
TPR	Tapestry, Inc.	145	$18,526
INTC	Intel Corp	363	$13,394
BKNG	Booking Holdings Inc.	2	$10,710
MRK	Merck & Co., Inc.	100	$10,526
SSTK	Shutterstock, Inc.	471	$8,996
BLK	BlackRock, Inc.	3	$3,211
EBAY	Ebay Inc	30	$2,613
MOS	Mosaic Co	100	$2,409
ARCO	Arcos Dorados Holdings Inc.	256	$1,879
ORC	Orchid Island Capital, Inc.	225	$1,620
KVUE	Kenvue Inc.	81	$1,397
APD	Air Products & Chemicals, Inc.	3	$741
EOG	Eog Resources Inc	5	$525
OMC	Omnicom Group Inc.	2	$161
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

7 positions · $9,258,539 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSN	Tyson Foods, Inc. Consumer Defensive	Reduced	76,204	-3,063	$4,882,390	+5.1%	52.73%
GIS	General Mills Inc Consumer Defensive	Added	81,627	+48,677	$3,038,156	+98.3%	32.81%
KHC	Kraft Heinz Co Consumer Defensive	Reduced	43,302	-3,384	$973,861	−14.0%	10.52%
PFGC	Performance Food Group Co Consumer Defensive	Reduced	1,952	-208	$167,208	−13.9%	1.81%
DAR	Darling Ingredients Inc. Consumer Defensive	Reduced	1,268	-518	$78,425	+22.0%	0.85%
PEP	Pepsico Inc Consumer Defensive	Held	400	0	$62,116	+8.2%	0.67%
MGPI	Mgp Ingredients Inc Consumer Defensive	Added	3,066	+124	$56,383	−21.1%	0.61%