Palouse Capital Management
SPOKANE, WAfiles as Palouse Capital Management, Inc.
$160m in 124 US stocks at the end of 30 June 2026. The top 10 are 29.2% of the money. It changed about 18.8% of the portfolio this quarter.
Value
$160m
Stocks
124
Top 10 share
29.2%
Turnover
18.8%
What changed this quarter
New
Bought for the first time this quarter.
- J M SmuckerSJM2.4% of the fund
- Hewlett Packard Enterprise C2.1% of the fund
- VistraVST2.0% of the fund
- Alphabet1.3% of the fund
- Honeywell InternationalHON0.7% of the fund
- Honeywell AerospaceHONA0.7% of the fund
- ServiceNowNOW0.7% of the fund
- Limbach HoldingsLMB<0.1% of the fund
- Spdr Series TrustJNK<0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- Pinnacle Financial PartnersPNFP<0.1% of the fund
Added
Bought more of a stock they already held.
- Pimco ETF TRPYLD3.3% of the fund+23%
- MedtronicMDT2.8% of the fund+105%
- General MillsGIS2.2% of the fund+27%
- Jacobs SolutionsJ2.2% of the fund+54%
- AT&TT2.0% of the fund+147%
- Walt DisneyDIS1.3% of the fund+16%
- Everest GroupEG1.3% of the fund+6%
- Becton DickinsonBDX1.3% of the fund+34%
- Regeneron PharmaceuticalsREGN1.0% of the fund+6%
- AptivAPTV0.9% of the fund+33%
- Invesco Exch Traded FD TR IIVRP0.3% of the fund+10%
- Schwab Strategic TRSCHD0.2% of the fund+138%
- PhotronicsPLAB0.1% of the fund+34%
- GenthermTHRM0.1% of the fund+14%
- MGP IngredientsMGPI<0.1% of the fund+187%
- Vanguard Scottsdale FDSVCSH<0.1% of the fund+5%
- Schwab Strategic TRSCHM<0.1% of the fund+88%
- Upbound GroupUPBD<0.1% of the fund+9%
- DMC GlobalBOOM<0.1% of the fund+142%
- Darling IngredientsDAR<0.1% of the fund+12%
- Apple Hospitality REITAPLE<0.1% of the fund+21%
- Columbus MckinnonCMCO<0.1% of the fund+8%
Cut
Sold some of their stake.
- NetAppNTAP3.5% of the fund-9%
- MicrosoftMSFT3.3% of the fund-8%
- QualcommQCOM3.1% of the fund-10%
- UnitedHealth GroupUNH3.0% of the fund-9%
- Baker HughesBKR2.8% of the fund-8%
- Lamar AdvertisingLAMR2.6% of the fund-8%
- CitigroupC2.5% of the fund-8%
- United Parcel ServiceUPS2.5% of the fund-8%
- Spdr Series TrustBIL2.4% of the fund-4%
- Tyson FoodsTSN2.4% of the fund-10%
- Dell TechnologiesDELL2.4% of the fund-49%
- Texas InstrumentsTXN2.4% of the fund-39%
- Huntington BancsharesHBAN2.3% of the fund-8%
- Micron TechnologyMU2.3% of the fund-67%
- Hewlett Packard EnterpriseHPE2.0% of the fund-18%
- AlphabetGOOGL1.9% of the fund-38%
- Devon EnergyDVN1.7% of the fund-9%
- OneokOKE1.5% of the fund-4%
- Boeing1.4% of the fund-3%
- Sanofi SASNY1.4% of the fund-4%
- PfizerPFE1.4% of the fund-7%
- American TowerAMT1.4% of the fund-4%
- KeycorpKEY1.2% of the fund-6%
- Elevance HealthELV1.1% of the fund-17%
- Verizon CommunicationsVZ1.1% of the fund-26%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- StarbucksSBUX-100%
- Hewlett Packard Enterprise C-100%
- FiservFISV-100%
- Kraft HeinzKHC-100%
- WatersWAT-100%
- Thermo Fisher ScientificTMO-100%
- Yum China HoldingsYUMC-100%
- Spdr Series Trust-100%
- Insight EnterprisesNSIT-100%
- Lockheed MartinLMT-100%
- Ishares TRIVE-100%
- CohuCOHU-100%
- ComcastCMCSA-100%
- HPHPQ-100%
- Invesco Exchange Traded FD TPGF-100%
- Ishares TRIWB-100%
- Schwab Strategic TRSCHZ-100%
- Select Sector Spdr TRXLF-100%
- Apogee EnterprisesAPOG-100%
- ConnectOne BancorpCNOB-100%
- Methode ElectronicsMEI-100%
Holdings
- Pimco ETF TRPYLD
- Share
- 3.3%
- Value
- $5m
- Shares
- 197,177
+23%
- Spdr Series TrustBIL
- Share
- 2.4%
- Value
- $4m
- Shares
- 42,851
-4%
- Hewlett Packard Enterprise C
- Share
- 2.1%
- Value
- $3m
- Shares
- 29,579
New
- Ishares TRPFF
- Share
- 1.5%
- Value
- $2m
- Shares
- 76,377
Held
- Boeing
- Share
- 1.4%
- Value
- $2m
- Shares
- 34,328
-3%
- Sanofi SASNY
- Share
- 1.4%
- Value
- $2m
- Shares
- 52,316
-4%
- Alphabet
- Share
- 1.3%
- Value
- $2m
- Shares
- 39,501
New
- Oracle
- Share
- 1.2%
- Value
- $2m
- Shares
- 42,732
Held
- Alps ETF TRAMLP
- Share
- 1.1%
- Value
- $2m
- Shares
- 35,175
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.9%
- Value
- $2m
- Shares
- 2,030
Held
- Honeywell AerospaceHONA
- Share
- 0.7%
- Value
- $1m
- Shares
- 5,342
New
- Vanguard Scottsdale FDSVCIT
- Share
- 0.3%
- Value
- $516,728
- Shares
- 6,252
-11%
- Invesco Exch Traded FD TR IIVRP
- Share
- 0.3%
- Value
- $439,987
- Shares
- 18,099
+10%
- Schwab Strategic TRSCHX
- Share
- 0.2%
- Value
- $345,273
- Shares
- 11,732
-7%
- Ishares TRIVW
- Share
- 0.2%
- Value
- $341,074
- Shares
- 2,480
Held
- Schwab Strategic TRSCHD
- Share
- 0.2%
- Value
- $277,082
- Shares
- 8,738
+138%
- Ishares TRLQD
- Share
- 0.2%
- Value
- $260,241
- Shares
- 2,386
-29%
- Spdr Series TrustJNK
- Share
- <0.1%
- Value
- $151,879
- Shares
- 1,576
New
- Vanguard Scottsdale FDSVCSH
- Share
- <0.1%
- Value
- $151,105
- Shares
- 1,912
+5%
- Schwab Strategic TRSCHA
- Share
- <0.1%
- Value
- $148,567
- Shares
- 4,112
-39%
- Schwab Strategic TRSCHM
- Share
- <0.1%
- Value
- $145,710
- Shares
- 3,952
+88%
- Ishares TRIWD
- Share
- <0.1%
- Value
- $139,882
- Shares
- 577
Held
- Schwab Strategic TRSCHG
- Share
- <0.1%
- Value
- $101,215
- Shares
- 2,991
-54%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NetAppNTAP | 3.5% | $6m | 36,299 | -9% |
| MicrosoftMSFT | 3.3% | $5m | 14,330 | -8% |
| Pimco ETF TRPYLD | 3.3% | $5m | 197,177 | +23% |
| QualcommQCOM | 3.1% | $5m | 26,550 | -10% |
| UnitedHealth GroupUNH | 3.0% | $5m | 11,414 | -9% |
| Baker HughesBKR | 2.8% | $5m | 81,999 | -8% |
| MedtronicMDT | 2.8% | $4m | 57,027 | +105% |
| Lamar AdvertisingLAMR | 2.6% | $4m | 26,416 | -8% |
| CitigroupC | 2.5% | $4m | 28,304 | -8% |
| United Parcel ServiceUPS | 2.5% | $4m | 36,610 | -8% |
| Spdr Series TrustBIL | 2.4% | $4m | 42,851 | -4% |
| Tyson FoodsTSN | 2.4% | $4m | 68,501 | -10% |
| Dell TechnologiesDELL | 2.4% | $4m | 9,074 | -49% |
| Texas InstrumentsTXN | 2.4% | $4m | 12,730 | -39% |
| J M SmuckerSJM | 2.4% | $4m | 33,705 | New |
| Huntington BancsharesHBAN | 2.3% | $4m | 212,141 | -8% |
| Micron TechnologyMU | 2.3% | $4m | 3,133 | -67% |
| General MillsGIS | 2.2% | $4m | 103,573 | +27% |
| Jacobs SolutionsJ | 2.2% | $3m | 27,424 | +54% |
| Hewlett Packard Enterprise C | 2.1% | $3m | 29,579 | New |
| Hewlett Packard EnterpriseHPE | 2.0% | $3m | 72,111 | -18% |
| AT&TT | 2.0% | $3m | 155,310 | +147% |
| VistraVST | 2.0% | $3m | 19,849 | New |
| AlphabetGOOGL | 1.9% | $3m | 8,478 | -38% |
| Devon EnergyDVN | 1.7% | $3m | 64,261 | -9% |
| OneokOKE | 1.5% | $2m | 27,720 | -4% |
| Ishares TRPFF | 1.5% | $2m | 76,377 | Held |
| Boeing | 1.4% | $2m | 34,328 | -3% |
| Marsh & McLennan CompaniesMRSH | 1.4% | $2m | 13,706 | Held |
| Sanofi SASNY | 1.4% | $2m | 52,316 | -4% |
| PfizerPFE | 1.4% | $2m | 92,603 | -7% |
| American TowerAMT | 1.4% | $2m | 13,282 | -4% |
| Walt DisneyDIS | 1.3% | $2m | 22,152 | +16% |
| Everest GroupEG | 1.3% | $2m | 5,638 | +6% |
| Alphabet | 1.3% | $2m | 39,501 | New |
| Becton DickinsonBDX | 1.3% | $2m | 13,283 | +34% |
| KeycorpKEY | 1.2% | $2m | 84,385 | -6% |
| Oracle | 1.2% | $2m | 42,732 | Held |
| Alps ETF TRAMLP | 1.1% | $2m | 35,175 | Held |
| Meta PlatformsMETA | 1.1% | $2m | 3,157 | Held |
| Elevance HealthELV | 1.1% | $2m | 4,579 | -17% |
| Verizon CommunicationsVZ | 1.1% | $2m | 41,028 | -26% |
| Regeneron PharmaceuticalsREGN | 1.0% | $2m | 2,479 | +6% |
| CVS HealthCVS | 0.9% | $2m | 14,687 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.9% | $2m | 2,030 | Held |
| NvidiaNVDA | 0.9% | $1m | 7,298 | -16% |
| Amazon.comAMZN | 0.9% | $1m | 6,011 | -16% |
| AptivAPTV | 0.9% | $1m | 22,462 | +33% |
| Honeywell InternationalHON | 0.7% | $1m | 5,354 | New |
| Honeywell AerospaceHONA | 0.7% | $1m | 5,342 | New |
| ServiceNowNOW | 0.7% | $1m | 11,631 | New |
| PayPal HoldingsPYPL | 0.6% | $967,879 | 22,415 | -16% |
| East West BancorpEWBC | 0.6% | $929,900 | 7,204 | -63% |
| Lam ResearchLRCX | 0.5% | $792,994 | 1,830 | -21% |
| Cisco SystemsCSCO | 0.4% | $710,985 | 6,053 | -82% |
| AppleAAPL | 0.4% | $607,656 | 2,100 | -13% |
| PPG IndustriesPPG | 0.3% | $517,302 | 4,265 | -15% |
| Vanguard Scottsdale FDSVCIT | 0.3% | $516,728 | 6,252 | -11% |
| Invesco Exch Traded FD TR IIVRP | 0.3% | $439,987 | 18,099 | +10% |
| Ultra Clean HoldingsUCTT | 0.2% | $366,741 | 2,572 | -59% |
| Schwab Strategic TRSCHX | 0.2% | $345,273 | 11,732 | -7% |
| Ishares TRIVW | 0.2% | $341,074 | 2,480 | Held |
| ACM ResearchACMR | 0.2% | $280,427 | 2,210 | -31% |
| Schwab Strategic TRSCHD | 0.2% | $277,082 | 8,738 | +138% |
| Ishares TRLQD | 0.2% | $260,241 | 2,386 | -29% |
| EnerSysENS | 0.2% | $258,956 | 1,108 | -4% |
| PhotronicsPLAB | 0.1% | $217,398 | 6,683 | +34% |
| Axos FinancialAX | 0.1% | $210,167 | 2,158 | Held |
| Performance Food GroupPFGC | 0.1% | $208,153 | 1,862 | -5% |
| BradyBRC | 0.1% | $201,638 | 2,202 | Held |
| Akamai TechnologiesAKAM | 0.1% | $190,673 | 1,613 | -94% |
| CVB FinancialCVBF | 0.1% | $180,310 | 7,996 | Held |
| Crown HoldingsCCK | 0.1% | $165,606 | 1,481 | Held |
| GenthermTHRM | 0.1% | $164,478 | 4,822 | +14% |
| Mcgrath RentcorpMGRC | 0.1% | $164,117 | 1,356 | Held |
| Zeta Global HoldingsZETA | 0.1% | $161,809 | 8,222 | -5% |
| Meritage HomesMTH | <0.1% | $156,967 | 1,872 | -4% |
| MGP IngredientsMGPI | <0.1% | $154,264 | 8,805 | +187% |
| Limbach HoldingsLMB | <0.1% | $153,615 | 1,995 | New |
| Spdr Series TrustJNK | <0.1% | $151,879 | 1,576 | New |
| Vanguard Scottsdale FDSVCSH | <0.1% | $151,105 | 1,912 | +5% |
| Schwab Strategic TRSCHA | <0.1% | $148,567 | 4,112 | -39% |
| Schwab Strategic TRSCHM | <0.1% | $145,710 | 3,952 | +88% |
| Ishares TRIWD | <0.1% | $139,882 | 577 | Held |
| IncyteINCY | <0.1% | $138,639 | 1,223 | Held |
| ParsonsPSN | <0.1% | $135,637 | 2,589 | Held |
| Crane NXTCXT | <0.1% | $135,574 | 2,650 | -14% |
| Owens CorningOC | <0.1% | $130,029 | 818 | -8% |
| Mohawk IndustriesMHK | <0.1% | $123,635 | 1,019 | Held |
| Upbound GroupUPBD | <0.1% | $123,224 | 5,807 | +9% |
| Healthpeak PropertiesDOC | <0.1% | $115,196 | 5,383 | Held |
| ItronITRI | <0.1% | $114,133 | 1,319 | -13% |
| ABM IndustriesABM | <0.1% | $111,662 | 2,524 | Held |
| Globus MedicalGMED | <0.1% | $109,271 | 1,383 | Held |
| DMC GlobalBOOM | <0.1% | $108,293 | 18,639 | +142% |
| Western Alliance BancorporationWAL | <0.1% | $103,655 | 1,261 | Held |
| Bridgewater BancsharesBWB | <0.1% | $101,286 | 4,814 | Held |
| Schwab Strategic TRSCHG | <0.1% | $101,215 | 2,991 | -54% |
| Merit Medical SystemsMMSI | <0.1% | $91,182 | 1,315 | Held |
| New Jersey ResourcesNJR | <0.1% | $90,673 | 1,618 | Held |
Showing the largest 100 of 124.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 5.8% since 30 June 2025.
Where the money is
Technology23.0%
Health care11.6%
Financial services10.3%
Media & telecom7.4%
Everyday goods7.3%
Industrials6.9%
Energy6.0%
Real estate4.0%
Retail & consumer2.2%
Utilities2.1%
Materials0.5%
Other18.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.