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Palouse Capital Management, Inc. Top Holdings and 13F Report (2026)

About Palouse Capital Management, Inc.

Investment Activity

  • Palouse Capital Management, Inc. has $160.38 million in total holdings as of June 30, 2026.
  • Palouse Capital Management, Inc. owns shares of 124 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
  • Approximately 15.77% of the portfolio was purchased this quarter.
  • About 28.48% of the portfolio was sold this quarter.
  • This quarter, Palouse Capital Management, Inc. has purchased 135 new stocks and bought additional shares in 23 stocks.
  • Palouse Capital Management, Inc. sold shares of 61 stocks and completely divested from 22 stocks this quarter.

Largest Holdings

NetApp
$5,617,633
Microsoft
$5,345,004
Qualcomm
$4,906,175

Largest New Holdings this Quarter

832696405 - J. M. Smucker
$3,791,813 Holding
42824C208 - HEWLETT PACKARD ENTERPRISE C
$3,421,107 Holding
92840M102 - Vistra
$3,148,646 Holding
02079K404 - ALPHABET INC
$2,010,206 Holding
438516205 - HONEYWELL INTL INC
$1,198,537 Holding

Largest Purchases this Quarter

J. M. Smucker
33,705 shares (about $3.79M)
HEWLETT PACKARD ENTERPRISE C
29,579 shares (about $3.42M)
Vistra
19,849 shares (about $3.15M)
Medtronic
29,275 shares (about $2.29M)
ALPHABET INC
39,501 shares (about $2.01M)

Largest Sales this Quarter

Micron Technology
6,395 shares (about $7.38M)
Dell Technologies
8,888 shares (about $3.83M)
Advanced Micro Devices
5,917 shares (about $3.44M)
Cisco Systems
27,697 shares (about $3.25M)
Akamai Technologies
24,981 shares (about $2.95M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPalouse Capital Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NetApp, Inc. stock logo
NTAP
NetApp
$5,617,633$550,327 â–¼-8.9%36,2993.5%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$5,345,004$481,908 â–¼-8.3%14,3303.3%Computer and Technology
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$5,229,134$970,314 â–²22.8%197,1773.3%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$4,906,175$539,032 â–¼-9.9%26,5503.1%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$4,743,793$482,525 â–¼-9.2%11,4143.0%Medical
Baker Hughes Company stock logo
BKR
Baker Hughes
$4,550,945$413,031 â–¼-8.3%81,9992.8%Energy
Medtronic PLC stock logo
MDT
Medtronic
$4,461,223$2,290,184 â–²105.5%57,0272.8%Medical
Lamar Advertising Company stock logo
LAMR
Lamar Advertising
$4,120,367$374,976 â–¼-8.3%26,4162.6%Finance
Citigroup Inc. stock logo
C
Citigroup
$3,961,427$366,975 â–¼-8.5%28,3042.5%Financial Services
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$3,935,576$341,743 â–¼-8.0%36,6102.5%Transportation
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$3,926,866$174,024 â–¼-4.2%42,8512.4%ETF
Tyson Foods, Inc. stock logo
TSN
Tyson Foods
$3,921,683$440,997 â–¼-10.1%68,5012.4%Consumer Staples
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$3,915,068$3,834,816 â–¼-49.5%9,0742.4%Computer and Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$3,794,431$2,448,049 â–¼-39.2%12,7302.4%Computer and Technology
The J. M. Smucker Company stock logo
SJM
J. M. Smucker
$3,791,813$3,791,813 â–²New Holding33,7052.4%Consumer Staples
Huntington Bancshares Incorporated stock logo
HBAN
Huntington Bancshares
$3,761,251$309,441 â–¼-7.6%212,1412.3%Finance
Micron Technology, Inc. stock logo
MU
Micron Technology
$3,616,391$7,381,685 â–¼-67.1%3,1332.3%Computer and Technology
General Mills, Inc. stock logo
GIS
General Mills
$3,604,340$763,721 â–²26.9%103,5732.2%Consumer Staples
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$3,455,424$1,204,308 â–²53.5%27,4242.2%Business Services
HEWLETT PACKARD ENTERPRISE C
$3,421,107$3,421,107 â–²New Holding29,5792.1%7.625 MAND CONV
Hewlett Packard Enterprise Company stock logo
HPE
Hewlett Packard Enterprise
$3,252,928$698,889 â–¼-17.7%72,1112.0%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$3,214,917$1,913,570 â–²147.0%155,3102.0%Computer and Technology
Vistra Corp. stock logo
VST
Vistra
$3,148,646$3,148,646 â–²New Holding19,8492.0%Utilities
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,029,783$1,821,515 â–¼-37.5%8,4781.9%Computer and Technology
Devon Energy Corporation stock logo
DVN
Devon Energy
$2,655,264$246,846 â–¼-8.5%64,2611.7%Energy
ONEOK, Inc. stock logo
OKE
ONEOK
$2,409,977$92,330 â–¼-3.7%27,7201.5%Energy
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$2,328,735$34,118 â–¼-1.4%76,3771.5%ETF
BOEING CO
$2,310,274$73,828 â–¼-3.1%34,3281.4%DEP CONV PFD A
MARSH & MCLENNAN COS INC
$2,284,379$26,667 â–¼-1.2%13,7061.4%COM
Sanofi stock logo
SNY
Sanofi
$2,231,796$87,794 â–¼-3.8%52,3161.4%Medical
Pfizer Inc. stock logo
PFE
Pfizer
$2,229,880$155,677 â–¼-6.5%92,6031.4%Medical
American Tower Corporation stock logo
AMT
American Tower
$2,172,537$98,469 â–¼-4.3%13,2821.4%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$2,132,130$296,835 â–²16.2%22,1521.3%Consumer Discretionary
Everest Group, Ltd. stock logo
EG
Everest Group
$2,014,063$106,455 â–²5.6%5,6381.3%Finance
ALPHABET INC
$2,010,206$2,010,206 â–²New Holding39,5011.3%DEP SHS RP1/20 A
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$2,010,116$513,463 â–²34.3%13,2831.3%Medical
KeyCorp stock logo
KEY
KeyCorp
$1,945,074$114,282 â–¼-5.5%84,3851.2%Finance
ORACLE CORP
$1,920,804$24,003 â–¼-1.2%42,7321.2%6.5 DEP CUM SR D
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$1,823,824$21,621 â–¼-1.2%35,1751.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,778,307$27,038 â–²1.5%3,1571.1%Computer and Technology
Elevance Health, Inc. stock logo
ELV
Elevance Health
$1,770,836$353,471 â–¼-16.6%4,5791.1%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,737,125$605,758 â–¼-25.9%41,0281.1%Computer and Technology
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$1,545,756$90,413 â–²6.2%2,4791.0%Medical
CVS Health Corporation stock logo
CVS
CVS Health
$1,519,370$26,794 â–¼-1.7%14,6870.9%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,515,943$12,695 â–¼-0.8%2,0300.9%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,460,257$269,721 â–¼-15.6%7,2980.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,432,661$267,894 â–¼-15.8%6,0110.9%Retail/Wholesale
APTIV PLC
$1,378,717$343,421 â–²33.2%22,4620.9%COM SHS
HONEYWELL INTL INC
$1,198,537$1,198,537 â–²New Holding5,3540.7%COM
HONEYWELL AEROSPACE INC
$1,180,975$1,180,975 â–²New Holding5,3420.7%COM
ServiceNow, Inc. stock logo
NOW
ServiceNow
$1,154,725$1,154,725 â–²New Holding11,6310.7%Computer and Technology
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$967,879$188,135 â–¼-16.3%22,4150.6%Business Services
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
$929,900$1,551,425 â–¼-62.5%7,2040.6%Finance
LAM RESEARCH CORP
$792,994$216,665 â–¼-21.5%1,8300.5%COM NEW
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$710,985$3,253,288 â–¼-82.1%6,0530.4%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$607,656$92,016 â–¼-13.2%2,1000.4%Computer and Technology
PPG Industries, Inc. stock logo
PPG
PPG Industries
$517,302$90,118 â–¼-14.8%4,2650.3%Basic Materials
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$516,728$65,872 â–¼-11.3%6,2520.3%ETF
Invesco Variable Rate Preferred ETF stock logo
VRP
Invesco Variable Rate Preferred ETF
$439,987$38,993 â–²9.7%18,0990.3%ETF
Ultra Clean Holdings, Inc. stock logo
UCTT
Ultra Clean
$366,741$528,438 â–¼-59.0%2,5720.2%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$345,273$27,164 â–¼-7.3%11,7320.2%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$341,0740.0%2,4800.2%ETF
ACM Research, Inc. stock logo
ACMR
ACM Research
$280,427$127,905 â–¼-31.3%2,2100.2%Computer and Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$277,082$160,516 â–²137.7%8,7380.2%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$260,241$104,598 â–¼-28.7%2,3860.2%Finance
Enersys stock logo
ENS
Enersys
$258,956$9,816 â–¼-3.7%1,1080.2%Industrials
Photronics, Inc. stock logo
PLAB
Photronics
$217,398$54,781 â–²33.7%6,6830.1%Computer and Technology
Axos Financial, Inc stock logo
AX
Axos Financial
$210,1670.0%2,1580.1%Finance
Performance Food Group Company stock logo
PFGC
Performance Food Group
$208,153$10,061 â–¼-4.6%1,8620.1%Retail/Wholesale
Brady Corporation stock logo
BRC
Brady
$201,6380.0%2,2020.1%Industrials
Akamai Technologies, Inc. stock logo
AKAM
Akamai Technologies
$190,673$2,953,008 â–¼-93.9%1,6130.1%Computer and Technology
CVB Financial Corporation stock logo
CVBF
CVB Financial
$180,3100.0%7,9960.1%Finance
Crown Holdings, Inc. stock logo
CCK
Crown
$165,6060.0%1,4810.1%Industrials
Gentherm Inc stock logo
THRM
Gentherm
$164,478$20,466 â–²14.2%4,8220.1%Auto/Tires/Trucks
McGrath RentCorp stock logo
MGRC
McGrath RentCorp
$164,1170.0%1,3560.1%Finance
ZETA GLOBAL HOLDINGS CORP
$161,809$8,148 â–¼-4.8%8,2220.1%CL A
Meritage Homes Corporation stock logo
MTH
Meritage Homes
$156,967$6,205 â–¼-3.8%1,8720.1%Construction
MGP Ingredients, Inc. stock logo
MGPI
MGP Ingredients
$154,264$100,548 â–²187.2%8,8050.1%Consumer Staples
Limbach Holdings, Inc. stock logo
LMB
Limbach
$153,615$153,615 â–²New Holding1,9950.1%Construction
SPDR Bloomberg High Yield Bond ETF stock logo
JNK
SPDR Bloomberg High Yield Bond ETF
$151,879$151,879 â–²New Holding1,5760.1%Finance
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$151,105$7,824 â–²5.5%1,9120.1%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$148,567$93,685 â–¼-38.7%4,1120.1%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$145,710$68,025 â–²87.6%3,9520.1%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$139,8820.0%5770.1%ETF
Incyte Corporation stock logo
INCY
Incyte
$138,6390.0%1,2230.1%Medical
Parsons Corporation stock logo
PSN
Parsons
$135,6370.0%2,5890.1%Business Services
Crane NXT, Co. stock logo
CXT
Crane NXT
$135,574$22,562 â–¼-14.3%2,6500.1%Business Services
Owens Corning Inc stock logo
OC
Owens Corning
$130,029$11,763 â–¼-8.3%8180.1%Construction
Mohawk Industries, Inc. stock logo
MHK
Mohawk Industries
$123,6350.0%1,0190.1%Consumer Discretionary
Upbound Group, Inc. stock logo
UPBD
Upbound Group
$123,224$10,610 â–²9.4%5,8070.1%Finance
HEALTHPEAK PROPERTIES INC
$115,1960.0%5,3830.1%COM
Itron, Inc. stock logo
ITRI
Itron
$114,133$16,787 â–¼-12.8%1,3190.1%Computer and Technology
ABM Industries Incorporated stock logo
ABM
ABM Industries
$111,6620.0%2,5240.1%Business Services
Globus Medical, Inc. stock logo
GMED
Globus Medical
$109,2710.0%1,3830.1%Medical
DMC Global stock logo
BOOM
DMC Global
$108,293$63,509 â–²141.8%18,6390.1%Industrials
Western Alliance Bancorporation stock logo
WAL
Western Alliance Bancorporation
$103,6550.0%1,2610.1%Finance
Bridgewater Bancshares, Inc. stock logo
BWB
Bridgewater Bancshares
$101,2860.0%4,8140.1%Finance
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$101,215$117,661 â–¼-53.8%2,9910.1%ETF
Merit Medical Systems, Inc. stock logo
MMSI
Merit Medical Systems
$91,1820.0%1,3150.1%Medical
NewJersey Resources Corporation stock logo
NJR
NewJersey Resources
$90,6730.0%1,6180.1%Utilities

Showing largest 100 holdings. View all holdings.
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