# Palouse Capital Management, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1056516. Source: https://holderbook.com/funds/1056516-palouse-capital-management-inc/

- Reported value: $160.4M
- Positions: 124
- Weight of the ten largest: 29.2%
- Filed: 2026-07-08

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NETAPP INC | [NTAP](https://holderbook.com/stocks/NTAP/) | $5.6M | 36,299 | 3.5% | 25 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $5.3M | 14,330 | 3.3% | 31 |
| PIMCO ETF TR | [PYLD](https://holderbook.com/stocks/PYLD/) | $5.2M | 197,177 | 3.3% | 4 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $4.9M | 26,550 | 3.1% | 12 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $4.7M | 11,414 | 3.0% | 31 |
| BAKER HUGHES COMPANY | [BKR](https://holderbook.com/stocks/BKR/) | $4.6M | 81,999 | 2.8% | 16 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $4.5M | 57,027 | 2.8% | 14 |
| LAMAR ADVERTISING CO | [LAMR](https://holderbook.com/stocks/LAMR/) | $4.1M | 26,416 | 2.6% | 16 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $4.0M | 28,304 | 2.5% | 31 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $3.9M | 36,610 | 2.5% | 17 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $3.9M | 42,851 | 2.4% | 14 |
| TYSON FOODS INC | [TSN](https://holderbook.com/stocks/TSN/) | $3.9M | 68,501 | 2.4% | 31 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $3.9M | 9,074 | 2.4% | 2 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $3.8M | 12,730 | 2.4% | 3 |
| SMUCKER J M CO | [SJM](https://holderbook.com/stocks/SJM/) | $3.8M | 33,705 | 2.4% | 1 |
| HUNTINGTON BANCSHARES INC | [HBAN](https://holderbook.com/stocks/HBAN/) | $3.8M | 212,141 | 2.3% | 31 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $3.6M | 3,133 | 2.3% | 7 |
| GENERAL MILLS INC | [GIS](https://holderbook.com/stocks/GIS/) | $3.6M | 103,573 | 2.2% | 10 |
| JACOBS SOLUTIONS INC | [J](https://holderbook.com/stocks/J/) | $3.5M | 27,424 | 2.2% | 2 |
| HEWLETT PACKARD ENTERPRISE C | [HPEPRC](https://holderbook.com/stocks/HPEPRC/) | $3.4M | 29,579 | 2.1% | 1 |
| HEWLETT PACKARD ENTERPRISE C | [HPE](https://holderbook.com/stocks/HPE/) | $3.3M | 72,111 | 2.0% | 2 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $3.2M | 155,310 | 2.0% | 23 |
| VISTRA CORP | [VST](https://holderbook.com/stocks/VST/) | $3.1M | 19,849 | 2.0% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $3.0M | 8,478 | 1.9% | 26 |
| DEVON ENERGY CORP NEW | [DVN](https://holderbook.com/stocks/DVN/) | $2.7M | 64,261 | 1.7% | 22 |
| ONEOK INC NEW | [OKE](https://holderbook.com/stocks/OKE/) | $2.4M | 27,720 | 1.5% | 5 |
| ISHARES TR | [PFF](https://holderbook.com/stocks/PFF/) | $2.3M | 76,377 | 1.5% | 31 |
| BOEING CO | [BAPRA](https://holderbook.com/stocks/BAPRA/) | $2.3M | 34,328 | 1.4% | 5 |
| MARSH & MCLENNAN COS INC | [MRSH](https://holderbook.com/stocks/MRSH/) | $2.3M | 13,706 | 1.4% | 4 |
| SANOFI SA | [SNY](https://holderbook.com/stocks/SNY/) | $2.2M | 52,316 | 1.4% | 2 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $2.2M | 92,603 | 1.4% | 22 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $2.2M | 13,282 | 1.4% | 2 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $2.1M | 22,152 | 1.3% | 13 |
| EVEREST GROUP LTD | [EG](https://holderbook.com/stocks/EG/) | $2.0M | 5,638 | 1.3% | 4 |
| ALPHABET INC | [GOOGN](https://holderbook.com/stocks/GOOGN/) | $2.0M | 39,501 | 1.3% | 1 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $2.0M | 13,283 | 1.3% | 21 |
| KEYCORP | [KEY](https://holderbook.com/stocks/KEY/) | $1.9M | 84,385 | 1.2% | 12 |
| ORACLE CORP | [ORCLPRD](https://holderbook.com/stocks/ORCLPRD/) | $1.9M | 42,732 | 1.2% | 2 |
| ALPS ETF TR | [AMLP](https://holderbook.com/stocks/AMLP/) | $1.8M | 35,175 | 1.1% | 14 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.8M | 3,157 | 1.1% | 22 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $1.8M | 4,579 | 1.1% | 7 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $1.7M | 41,028 | 1.1% | 4 |
| REGENERON PHARMACEUTICALS | [REGN](https://holderbook.com/stocks/REGN/) | $1.5M | 2,479 | 1.0% | 5 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $1.5M | 14,687 | 0.9% | 24 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.5M | 2,030 | 0.9% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.5M | 7,298 | 0.9% | 7 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.4M | 6,011 | 0.9% | 23 |
| APTIV PLC | [APTV](https://holderbook.com/stocks/APTV/) | $1.4M | 22,462 | 0.9% | 7 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $1.2M | 5,354 | 0.7% | 1 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $1.2M | 5,342 | 0.7% | 1 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $1.2M | 11,631 | 0.7% | 1 |
| PAYPAL HLDGS INC | [PYPL](https://holderbook.com/stocks/PYPL/) | $967.9K | 22,415 | 0.6% | 18 |
| EAST WEST BANCORP INC | [EWBC](https://holderbook.com/stocks/EWBC/) | $929.9K | 7,204 | 0.6% | 23 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $793.0K | 1,830 | 0.5% | 7 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $711.0K | 6,053 | 0.4% | 17 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $607.7K | 2,100 | 0.4% | 28 |
| PPG INDS INC | [PPG](https://holderbook.com/stocks/PPG/) | $517.3K | 4,265 | 0.3% | 9 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $516.7K | 6,252 | 0.3% | 31 |
| INVESCO EXCH TRADED FD TR II | [VRP](https://holderbook.com/stocks/VRP/) | $440.0K | 18,099 | 0.3% | 31 |
| ULTRA CLEAN HLDGS INC | [UCTT](https://holderbook.com/stocks/UCTT/) | $366.7K | 2,572 | 0.2% | 10 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $345.3K | 11,732 | 0.2% | 31 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $341.1K | 2,480 | 0.2% | 7 |
| ACM RESH INC | [ACMR](https://holderbook.com/stocks/ACMR/) | $280.4K | 2,210 | 0.2% | 9 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $277.1K | 8,738 | 0.2% | 10 |
| ISHARES TR | [LQD](https://holderbook.com/stocks/LQD/) | $260.2K | 2,386 | 0.2% | 31 |
| ENERSYS | [ENS](https://holderbook.com/stocks/ENS/) | $259.0K | 1,108 | 0.2% | 10 |
| PHOTRONICS INC | [PLAB](https://holderbook.com/stocks/PLAB/) | $217.4K | 6,683 | 0.1% | 9 |
| AXOS FINANCIAL INC | [AX](https://holderbook.com/stocks/AX/) | $210.2K | 2,158 | 0.1% | 10 |
| PERFORMANCE FOOD GROUP CO | [PFGC](https://holderbook.com/stocks/PFGC/) | $208.2K | 1,862 | 0.1% | 10 |
| BRADY CORP | [BRC](https://holderbook.com/stocks/BRC/) | $201.6K | 2,202 | 0.1% | 10 |
| AKAMAI TECHNOLOGIES INC | [AKAM](https://holderbook.com/stocks/AKAM/) | $190.7K | 1,613 | 0.1% | 19 |
| CVB FINL CORP | [CVBF](https://holderbook.com/stocks/CVBF/) | $180.3K | 7,996 | 0.1% | 2 |
| CROWN HLDGS INC | [CCK](https://holderbook.com/stocks/CCK/) | $165.6K | 1,481 | 0.1% | 2 |
| GENTHERM INC | [THRM](https://holderbook.com/stocks/THRM/) | $164.5K | 4,822 | 0.1% | 9 |
| MCGRATH RENTCORP | [MGRC](https://holderbook.com/stocks/MGRC/) | $164.1K | 1,356 | 0.1% | 3 |
| ZETA GLOBAL HOLDINGS CORP | [ZETA](https://holderbook.com/stocks/ZETA/) | $161.8K | 8,222 | 0.1% | 6 |
| MERITAGE HOMES CORP | [MTH](https://holderbook.com/stocks/MTH/) | $157.0K | 1,872 | 0.1% | 11 |
| MGP INGREDIENTS INC NEW | [MGPI](https://holderbook.com/stocks/MGPI/) | $154.3K | 8,805 | 0.1% | 10 |
| LIMBACH HLDGS INC | [LMB](https://holderbook.com/stocks/LMB/) | $153.6K | 1,995 | 0.1% | 1 |
| SPDR SERIES TRUST | [JNK](https://holderbook.com/stocks/JNK/) | $151.9K | 1,576 | 0.1% | 1 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $151.1K | 1,912 | 0.1% | 24 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $148.6K | 4,112 | 0.1% | 15 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $145.7K | 3,952 | 0.1% | 10 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $139.9K | 577 | 0.1% | 7 |
| INCYTE CORP | [INCY](https://holderbook.com/stocks/INCY/) | $138.6K | 1,223 | 0.1% | 10 |
| PARSONS CORP DEL | [PSN](https://holderbook.com/stocks/PSN/) | $135.6K | 2,589 | 0.1% | 2 |
| CRANE NXT CO | [CXT](https://holderbook.com/stocks/CXT/) | $135.6K | 2,650 | 0.1% | 2 |
| OWENS CORNING NEW | [OC](https://holderbook.com/stocks/OC/) | $130.0K | 818 | 0.1% | 10 |
| MOHAWK INDS INC | [MHK](https://holderbook.com/stocks/MHK/) | $123.6K | 1,019 | 0.1% | 7 |
| UPBOUND GROUP INC | [UPBD](https://holderbook.com/stocks/UPBD/) | $123.2K | 5,807 | 0.1% | 10 |
| HEALTHPEAK PROPERTIES INC | [DOC](https://holderbook.com/stocks/DOC/) | $115.2K | 5,383 | 0.1% | 5 |
| ITRON INC | [ITRI](https://holderbook.com/stocks/ITRI/) | $114.1K | 1,319 | 0.1% | 2 |
| ABM INDS INC | [ABM](https://holderbook.com/stocks/ABM/) | $111.7K | 2,524 | 0.1% | 10 |
| GLOBUS MED INC | [GMED](https://holderbook.com/stocks/GMED/) | $109.3K | 1,383 | 0.1% | 9 |
| DMC GLOBAL INC | [BOOM](https://holderbook.com/stocks/BOOM/) | $108.3K | 18,639 | 0.1% | 10 |
| WESTERN ALLIANCE BANCORP | [WAL](https://holderbook.com/stocks/WAL/) | $103.7K | 1,261 | 0.1% | 5 |
| BRIDGEWATER BANCSHARES INC | [BWB](https://holderbook.com/stocks/BWB/) | $101.3K | 4,814 | 0.1% | 4 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $101.2K | 2,991 | 0.1% | 11 |
| MERIT MED SYS INC | [MMSI](https://holderbook.com/stocks/MMSI/) | $91.2K | 1,315 | 0.1% | 10 |
| NEW JERSEY RES CORP | [NJR](https://holderbook.com/stocks/NJR/) | $90.7K | 1,618 | 0.1% | 5 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +20.0% | +14.8% | +5.2% | 99% |
| Q1 2026 | +0.9% | -4.6% | +5.5% | 100% |
| Q4 2025 | +2.4% | +2.4% | +0.0% | 100% |
| Q3 2025 | +7.1% | +7.8% | -0.7% | 100% |
| Q2 2025 | +4.5% | +10.5% | -6.0% | 100% |
| Q1 2025 | -1.3% | -4.6% | +3.2% | 100% |
| Q4 2024 | -3.6% | +2.1% | -5.7% | 100% |
| Q3 2024 | +6.6% | +5.4% | +1.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $160.4M | 124 |
| Q1 2026 | $151.2M | 135 |
| Q4 2025 | $156.1M | 162 |
| Q3 2025 | $157.2M | 134 |
| Q2 2025 | $151.6M | 128 |
| Q1 2025 | $146.5M | 136 |
| Q4 2024 | $150.4M | 139 |
| Q3 2024 | $158.3M | 122 |
| Q2 2024 | $149.0M | 117 |
| Q1 2024 | $151.5M | 145 |
| Q4 2023 | $141.4M | 69 |
| Q3 2023 | $134.7M | 71 |