Palouse Capital Management, Inc.
Sector Allocation
- Technology27.2%$43.7M
- Other14.3%$23.0M
- Healthcare13.0%$20.9M
- Financials10.6%$17.0M
- Industrials9.3%$14.9M
- Consumer Staples7.4%$11.8M
- Energy6.1%$9.8M
- Communication Services4.4%$7.1M
- Real Estate4.0%$6.5M
- Utilities2.0%$3.1M
AUM History
13fpro.ai/research/fund/palouse-capital-management-inc-1056516
Conviction and streaks
Stable · top 10 = 29.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NTAP
$5.6MMSFT
$5.3M- PIMCO$5.2M
QCOM
$4.9MUNH
$4.7MBKR
$4.6MMDT
$4.5MLAMR
$4.1MC
$4.0MUPS
$3.9M- SPDR$3.9M
TSN
$3.9MDELL
$3.9MTXN
$3.8MSJM
$3.8MHBAN
$3.8MMU
$3.6MGIS
$3.6MJ
$3.5M- HEWLETT$3.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/palouse-capital-management-inc-1056516
Palouse Capital Management, Inc. 13F holdings — Q2 2026
$160.4M portfolio (+6.0% QoQ) · 124 holdings · Q2 2026 13F · top 10 are 29% of the stock portfolio
$5.6M
3.5% of stocks
-9%This quarter+34.3%Since filed7+ qtrsHeldAIQuality66.8#387Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$5.3M
3.3% of stocks
-8%This quarter+38.9%Since filed7+ qtrsHeld- 3
PIMCO ETF TR - MULTISECTOR BD
$5.2M
3.3% of stocks
+23%This quarter—Since filed—HeldAIQuality—Est. buy— $4.9M
3.1% of stocks
-10%This quarter-3.7%Since filed7+ qtrsHeld$4.7M
3.0% of stocks
-9%This quarter-3.5%Since filed7+ qtrsHeldAIQuality62.6#683Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$4.6M
2.8% of stocks
-8%This quarter-2.7%Since filed7+ qtrsHeldAIQuality60.0#887Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$4.5M
2.8% of stocks
+105%This quarter+15.6%Since filed7+ qtrsHeld$4.1M
2.6% of stocks
-8%This quarter-1.9%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$4.0M
2.5% of stocks
-8%This quarter-11.9%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$3.9M
2.5% of stocks
-8%This quarter-8.8%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
All holdings — Palouse Capital Management, Inc. (Q2 2026)
124 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SPDR SERIES TRUST - ST STR BLO 1 ETFetf/fund | — | $3.9M | 2.5% | 43K | -4% | — | — | 13F |
| 12 | TYSON FOODS, INC. | Consumer Staples | $3.9M | 2.5% | 69K | -10% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Dell Technologies Inc. | Technology | $3.9M | 2.4% | 9,074 | -49% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | TEXAS INSTRUMENTS INC | Technology | $3.8M | 2.4% | 13K | -39% | 3 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | J M SMUCKER Co | Consumer Staples | $3.8M | 2.4% | 34K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | HUNTINGTON BANCSHARES INC /MD/ | Financials | $3.8M | 2.4% | 212K | -8% | 7+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | MICRON TECHNOLOGY INC | Technology | $3.6M | 2.3% | 3,133 | -67% | 7+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | GENERAL MILLS INC | Consumer Staples | $3.6M | 2.3% | 104K | +27% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | JACOBS SOLUTIONS INC. | Industrials | $3.5M | 2.1% | 27K | +53% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | HEWLETT PACKARD ENTERPRISE C - 7.625 MAND CONVnote | — | $3.4M | 2.1% | 30K | New | — | — | 13F |
| 21 | Hewlett Packard Enterprise Co | Technology | $3.3M | 2.0% | 72K | -18% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | AT&T INC. | Communication Services | $3.2M | 2.0% | 155K | +147% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Vistra Corp. | Utilities | $3.1M | 2.0% | 20K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Alphabet Inc. | Technology | $3.0M | 1.9% | 8,478 | -38% | 7+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | DEVON ENERGY CORP/DE | Energy | $2.7M | 1.7% | 64K | -9% | 7+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $OKE | ONEOK INC /NEW/ | Energy | $2.4M | 1.5% | 28K | -4% | |||
| 27 | — | ISHARES TR - PFD AND INCM SEC | — | $2.3M | 1.4% | 76K | -1% | |||
| 28 | $BA | BOEING CO | Industrials | $2.3M | 1.4% | 34K | -3% | |||
| 29 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $2.3M | 1.4% | 14K | -1% | |||
| 30 | $SNY | Sanofi | Healthcare | $2.2M | 1.4% | 52K | -4% | |||
| 31 | $PFE | PFIZER INC | Healthcare | $2.2M | 1.4% | 93K | -7% | |||
| 32 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $2.2M | 1.4% | 13K | -4% | |||
| 33 | $DIS | Walt Disney Co | Communication Services | $2.1M | 1.3% | 22K | +16% | |||
| 34 | $EG | EVEREST GROUP, LTD. | Financials | $2.0M | 1.3% | 5,638 | +6% | |||
| 35 | $GOOG | Alphabet Inc. | Technology | $2.0M | 1.3% | 40K | New | |||
| 36 | $BDX | BECTON DICKINSON & CO | Healthcare | $2.0M | 1.3% | 13K | +34% | |||
| 37 | $KEY | KEYCORP /NEW/ | Financials | $1.9M | 1.2% | 84K | -6% | |||
| 38 | — | ORACLE CORP - 6.5 DEP CUM SR D | — | $1.9M | 1.2% | 43K | -1% | |||
| 39 | — | ALPS ETF TR - ALERIAN MLP | — | $1.8M | 1.1% | 35K | -1% | |||
| 40 | $META | Meta Platforms, Inc. | Technology | $1.8M | 1.1% | 3,157 | +2% | |||
| 41 | $ELV | Elevance Health, Inc. | Healthcare | $1.8M | 1.1% | 4,579 | -17% | |||
| 42 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.7M | 1.1% | 41K | -26% | |||
| 43 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $1.5M | 1.0% | 2,479 | +6% | |||
| 44 | $CVS | CVS HEALTH Corp | Healthcare | $1.5M | 0.9% | 15K | -2% | |||
| 45 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.5M | 0.9% | 2,030 | -0.8% | |||
| 46 | $NVDA | NVIDIA CORP | Technology | $1.5M | 0.9% | 7,298 | -16% | |||
| 47 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.4M | 0.9% | 6,011 | -16% | |||
| 48 | $APTV | Aptiv PLC | Industrials | $1.4M | 0.9% | 22K | +33% | |||
| 49 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $1.2M | 0.8% | 5,354 | -43% | |||
| 50 | $HONA | Honeywell Aerospace Inc. | Industrials | $1.2M | 0.7% | 5,342 | New | |||
| 51 | $NOW | ServiceNow, Inc. | Technology | $1.2M | 0.7% | 12K | New | |||
| 52 | $PYPL | PayPal Holdings, Inc. | Financials | $968K | 0.6% | 22K | -16% | |||
| 53 | $EWBC | EAST WEST BANCORP INC | Financials | $930K | 0.6% | 7,204 | -63% | |||
| 54 | $LRCX | LAM RESEARCH CORP | Technology | $793K | 0.5% | 1,830 | -21% | |||
| 55 | $CSCO | CISCO SYSTEMS, INC. | Technology | $711K | 0.4% | 6,053 | -82% | |||
| 56 | $AAPL | Apple Inc. | Technology | $608K | 0.4% | 2,100 | -13% | |||
| 57 | $PPG | PPG INDUSTRIES INC | Materials | $517K | 0.3% | 4,265 | -15% | |||
| 58 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $517K | 0.3% | 6,252 | -11% | |||
| 59 | $IVZ | Invesco Ltd. | Financials | $440K | 0.3% | 18K | +10% | |||
| 60 | $UCTT | Ultra Clean Holdings, Inc. | Technology | $367K | 0.2% | 2,572 | -59% | |||
| 61 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $345K | 0.2% | 12K | -7% | |||
| 62 | — | ISHARES TR - S&P 500 GRWT ETF | — | $341K | 0.2% | 2,480 | — | |||
| 63 | $ACMR | ACM Research, Inc. | Technology | $280K | 0.2% | 2,210 | -31% | |||
| 64 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $277K | 0.2% | 8,738 | +138% | |||
| 65 | — | ISHARES TR - IBOXX INV CP ETF | — | $260K | 0.2% | 2,386 | -29% | |||
| 66 | $ENS | EnerSys | Technology | $259K | 0.2% | 1,108 | -4% | |||
| 67 | $PLAB | PHOTRONICS INC | Technology | $217K | 0.1% | 6,683 | +34% | |||
| 68 | $AX | Axos Financial, Inc. | Financials | $210K | 0.1% | 2,158 | — | |||
| 69 | $PFGC | Performance Food Group Co | Consumer Staples | $208K | 0.1% | 1,862 | -5% | |||
| 70 | $BRC | BRADY CORP | Consumer Discretionary | $202K | 0.1% | 2,202 | — | |||
| 71 | $AKAM | AKAMAI TECHNOLOGIES INC | Industrials | $191K | 0.1% | 1,613 | -94% | |||
| 72 | $CVBF | CVB FINANCIAL CORP | Financials | $180K | 0.1% | 7,996 | — | |||
| 73 | $CCK | CROWN HOLDINGS, INC. | Industrials | $166K | 0.1% | 1,481 | — | |||
| 74 | $THRM | Gentherm Inc | Industrials | $164K | 0.1% | 4,822 | +14% | |||
| 75 | $MGRC | MCGRATH RENTCORP | Industrials | $164K | 0.1% | 1,356 | — | |||
| 76 | $ZETA | Zeta Global Holdings Corp. | Technology | $162K | 0.1% | 8,222 | -5% | |||
| 77 | $MTH | Meritage Homes CORP | Industrials | $157K | 0.1% | 1,872 | -4% | |||
| 78 | $MGPI | MGP INGREDIENTS INC | Consumer Staples | $154K | 0.1% | 8,805 | +187% | |||
| 79 | $LMB | Limbach Holdings, Inc. | Industrials | $154K | 0.1% | 1,995 | New | |||
| 80 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | — | $152K | 0.1% | 1,576 | New | |||
| 81 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $151K | 0.1% | 1,912 | +5% | |||
| 82 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $149K | 0.1% | 4,112 | -39% | |||
| 83 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $146K | 0.1% | 3,952 | +88% | |||
| 84 | — | ISHARES TR - RUS 1000 VAL ETF | — | $140K | 0.1% | 577 | — | |||
| 85 | $INCY | INCYTE CORP | Healthcare | $139K | 0.1% | 1,223 | — | |||
| 86 | $PSN | PARSONS CORP | Technology | $136K | 0.1% | 2,589 | — | |||
| 87 | $CXT | Crane NXT, Co. | Industrials | $136K | 0.1% | 2,650 | -14% | |||
| 88 | $OC | Owens Corning | Materials | $130K | 0.1% | 818 | -8% | |||
| 89 | $MHK | MOHAWK INDUSTRIES INC | Consumer Discretionary | $124K | 0.1% | 1,019 | — | |||
| 90 | $UPBD | UPBOUND GROUP, INC. | Industrials | $123K | 0.1% | 5,807 | +9% | |||
| 91 | $DOC | HEALTHPEAK PROPERTIES, INC. | Real Estate | $115K | 0.1% | 5,383 | — | |||
| 92 | $ITRI | ITRON, INC. | Technology | $114K | 0.1% | 1,319 | -13% | |||
| 93 | $ABM | ABM INDUSTRIES INC /DE/ | Industrials | $112K | 0.1% | 2,524 | — | |||
| 94 | $GMED | GLOBUS MEDICAL INC | Healthcare | $109K | 0.1% | 1,383 | — | |||
| 95 | $BOOM | DMC Global Inc. | Materials | $108K | 0.1% | 19K | +142% | |||
| 96 | $WAL | WESTERN ALLIANCE BANCORPORATION | Financials | $104K | 0.1% | 1,261 | — | |||
| 97 | $BWB | Bridgewater Bancshares Inc | Financials | $101K | 0.1% | 4,814 | — | |||
| 98 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $101K | 0.1% | 2,991 | -54% | |||
| 99 | $MMSI | MERIT MEDICAL SYSTEMS INC | Healthcare | $91K | 0.1% | 1,315 | — | |||
| 100 | $NJR | NEW JERSEY RESOURCES CORP | Energy | $91K | 0.1% | 1,618 | — | |||
| 101 | $MPB | MID PENN BANCORP INC | Financials | $90K | 0.1% | 2,584 | — | |||
| 102 | $NWN | Northwest Natural Holding Co | Energy | $86K | 0.1% | 1,762 | — | |||
| 103 | $AMKR | AMKOR TECHNOLOGY, INC. | Technology | $82K | 0.1% | 949 | -4% | |||
| 104 | $DAR | DARLING INGREDIENTS INC. | Consumer Staples | $77K | 0.1% | 1,418 | +12% | |||
| 105 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $74K | 0.1% | 127 | -98% | |||
| 106 | $APLE | Apple Hospitality REIT, Inc. | Real Estate | $72K | 0.1% | 4,304 | +21% | |||
| 107 | $CSV | CARRIAGE SERVICES INC | Consumer Discretionary | $63K | 0.0% | 1,649 | -7% | |||
| 108 | $PEP | PEPSICO INC | Consumer Staples | $54K | 0.0% | 400 | — | |||
| 109 | $CMCO | COLUMBUS MCKINNON CORP | Industrials | $47K | 0.0% | 3,097 | +8% | |||
| 110 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $46K | 0.0% | 548 | — | |||
| 111 | — | ISHARES TR - S&P MC 400GR ETF | — | $43K | 0.0% | 368 | — | |||
| 112 | — | ISHARES TR - S&P SML 600 GWT | — | $41K | 0.0% | 232 | — | |||
| 113 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $39K | 0.0% | 256 | -0.4% | |||
| 114 | — | ISHARES TR - S&P MC 400VL ETF | — | $36K | 0.0% | 244 | — | |||
| 115 | — | ISHARES TR - SP SMCP600VL ETF | — | $33K | 0.0% | 244 | — | |||
| 116 | $DFH | Dream Finders Homes, Inc. | Industrials | $28K | 0.0% | 1,642 | -38% | |||
| 117 | $TSLA | Tesla, Inc. | Consumer Discretionary | $21K | 0.0% | 50 | — | |||
| 118 | $BA | BOEING CO | Industrials | $16K | 0.0% | 75 | — | |||
| 119 | $WYNN | WYNN RESORTS LTD | Consumer Discretionary | $10K | 0.0% | 100 | — | |||
| 120 | — | SPDR SERIES TRUST - ST TERM HIGH ETF | — | $9K | 0.0% | 367 | -62% | |||
| 121 | $BROS | Dutch Bros Inc. | Consumer Discretionary | $7K | 0.0% | 100 | — | |||
| 122 | $IVZ | Invesco Ltd. | Financials | $7K | 0.0% | 639 | -87% | |||
| 123 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $7K | 0.0% | 40 | New | |||
| 124 | $PNFP | Pinnacle Financial Partners, Inc. | Financials | $1K | 0.0% | 14 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 9 new, 23 added to, 62 trimmed, 20 sold out. Share-count changes; largest moves by dollar size first.
New positions (9)
first bought this quarter
- HEWLETT PACKARD ENTERPRISE C - 7.625 MAND CONV$3.4M
first bought this quarter
$VSTVistra Corp.$3.1M
first bought this quarter
$HONAHoneywell Aerospace Inc.$1.2M
first bought this quarter
$NOWServiceNow, Inc.$1.2M
first bought this quarter
$LMBLimbach Holdings, Inc.$154K
first bought this quarter
+3 more in the Excel export
Added to (23)
now $4.5M · held 7+ qtrs
$TAT&T INC.+147%
now $3.2M · held 7+ qtrs
now $3.5M · held 2 qtrs, 2 adds in a row
- PIMCO ETF TR - MULTISECTOR BD+23%
now $5.2M
now $3.6M · held 7+ qtrs, 2 adds in a row
$BDXBECTON DICKINSON & CO+34%
now $2.0M · held 7+ qtrs
+17 more in the Excel export
Trimmed (62)
now $3.6M · held 7+ qtrs, 4 trims in a row
now $3.9M · held 2 qtrs
$AMDADVANCED MICRO DEVICES INC-98%
now $74K · held 6 qtrs, 4 trims in a row
$CSCOCISCO SYSTEMS, INC.-82%
now $711K · held 7+ qtrs, 3 trims in a row
$AKAMAKAMAI TECHNOLOGIES INC-94%
now $191K · held 7+ qtrs
now $3.8M · held 3 qtrs, 2 trims in a row
+56 more in the Excel export
Holdings by quarter
Every 13F Palouse Capital Management, Inc. has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow Palouse Capital Management?
Q2 2026 13F filed with the SEC on Jul 8, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Palouse Capital Management's top 20 holdings: 67/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+7.0%
Value-weighted move of the 10 largest stock positions
Turnover
15%
Last quarter; 49% over the last 4
Top 10 weight
29%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
77%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Palouse Capital Management, Inc. disclosed 124 positions worth $160.4M in its Form 13F-HR for Q2 2026, led by $NTAP (NetApp, Inc.) at 3.5% of the equity portfolio, followed by $MSFT. During the quarter the fund opened 9 new positions and exited 20 — including a new stake in $SJM and a full exit from $SBUX. The portfolio is most concentrated in Technology (27.2% of disclosed assets). All figures are sourced directly from Palouse Capital Management, Inc.’s Form 13F-HR filing with the SEC under CIK 1056516.
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AI-Powered Hedge Fund Analysis: Palouse Capital Management, Inc.
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Every holding in Palouse Capital Management, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.