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Palouse Capital Management Portfolio holdings

AUM $160M
1-Year Est. Return 36.15%
This Fund
S&P 500
This Quarter Est. Return
+3.54%
1 Year Est. Return
+36.15%
3 Year Est. Return
+67.75%
5 Year Est. Return
+68.17%
10 Year Est. Return
+160.38%
AUM
$156M
AUM Growth
-$1.17M
Cap. Flow
-$4.62M
Cap. Flow %
-2.96%
Top 10 Hldgs %
29.49%
Holding
164
New
30
Increased
17
Reduced
89
Closed
2

Top Buys

Rank Stock Value
1
TXN icon
Texas Instruments
TXN
+$3.74M
2
HON icon
Honeywell
HON
+$1.85M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.2M
4
META icon
Meta Platforms (Facebook)
META
+$729K
5
MRSH
Marsh
MRSH
+$623K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.11M
2
INCY icon
Incyte
INCY
+$1.63M
3
AMD icon
Advanced Micro Devices
AMD
+$1.1M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.01M
5
LRCX icon
Lam Research
LRCX
+$923K

Sector Composition

Rank Sector Weight
1 Technology 19.74%
2 Financials 12.7%
3 Healthcare 11.81%
4 Communication Services 8.68%
5 Consumer Staples 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFE icon
26
Pfizer
PFE
$153B
$2.51M 1.61%
100,636
-3,945
-4% -$99.5K
NTR icon
27
Nutrien
NTR
$30.7B
$2.5M 1.6%
40,555
-1,024
-2% -$60.3K
MRSH
28
Marsh
MRSH
$91.5B
$2.39M 1.53%
12,857
+3,332
+35% +$623K
AKAM icon
29
Akamai
AKAM
$15.9B
$2.28M 1.46%
26,122
-1,303
-5% -$107K
EWBC icon
30
East-West Bancorp
EWBC
$18B
$2.26M 1.45%
20,108
-812
-4% -$86.2K
VZ icon
31
Verizon
VZ
$196B
$2.17M 1.39%
53,297
-6,708
-11% -$272K
DIS icon
32
Walt Disney
DIS
$181B
$2.11M 1.35%
18,551
+715
+4% +$78.7K
META icon
33
Meta Platforms (Facebook)
META
$1.51T
$2.08M 1.33%
3,153
+1,092
+53% +$729K
OKE icon
34
Oneok
OKE
$54.5B
$2.05M 1.31%
27,862
-3,574
-11% -$253K
SBUX icon
35
Starbucks
SBUX
$120B
$2M 1.28%
23,725
+78
+0.3% +$6.58K
BDX icon
36
Becton Dickinson
BDX
$48.2B
$1.93M 1.24%
9,960
-882
-8% -$168K
REGN icon
37
Regeneron Pharmaceuticals
REGN
$80.8B
$1.89M 1.21%
2,453
-140
-5% -$95.1K
ELV icon
38
Elevance Health
ELV
$85.5B
$1.89M 1.21%
5,396
-696
-11% -$235K
HON icon
39
Honeywell
HON
$78B
$1.84M 1.18%
+9,443
New +$1.85M
AMLP icon
40
Alerian MLP ETF
AMLP
$12.8B
$1.82M 1.16%
38,638
-978
-2% -$45.8K
AMZN icon
41
Amazon
AMZN
$2.96T
$1.68M 1.08%
7,269
-191
-3% -$43.7K
T icon
42
AT&T
T
$163B
$1.65M 1.06%
66,476
-550
-0.8% -$13.9K
EG icon
43
Everest Group
EG
$14.4B
$1.64M 1.05%
4,835
-790
-14% -$261K
GIS icon
44
General Mills
GIS
$19.7B
$1.53M 0.98%
32,950
-1,389
-4% -$66K
TMO icon
45
Thermo Fisher Scientific
TMO
$220B
$1.44M 0.92%
2,484
-1,781
-42% -$1.01M
ARE icon
46
Alexandria Real Estate Equities
ARE
$8.56B
$1.39M 0.89%
28,414
-8,704
-23% -$512K
FISV
47
Fiserv Inc
FISV
$27.9B
$1.38M 0.89%
20,571
+5,154
+33% +$431K
ADBE icon
48
Adobe
ADBE
$105B
$1.37M 0.88%
3,910
+75
+2% +$25.5K
AMD icon
49
Advanced Micro Devices
AMD
$789B
$1.31M 0.84%
6,118
-4,893
-44% -$1.1M
NKE icon
50
Nike
NKE
$61.9B
$1.31M 0.84%
20,517
-844
-4% -$55K
1
2
3 4 5

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Palouse Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Palouse Capital Management held 164 positions worth $156M, down 0.75% from $157M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Palouse Capital Management's Q4 2025 filing shows 30 new, 17 increased, 89 reduced and 2 closed positions. Its largest new stake was Texas Instruments: 21,842 shares worth $3.79M. The largest sale was Apple, an estimated $2.11M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 20% a quarter earlier, followed by Financials and Healthcare.

  • Palouse Capital Management's largest Q4 2025 buy was Texas Instruments: 21,842 shares worth $3.79M.
  • Palouse Capital Management added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $1.2M increase.
  • Palouse Capital Management's biggest Q4 2025 reduction was Apple, cutting an estimated $2.11M.
  • Palouse Capital Management fully exited NXP Semiconductors in Q4 2025, selling an estimated $146K.
  • Palouse Capital Management's ten largest holdings make up 29% of its $156M portfolio in Q4 2025.
  • Palouse Capital Management opened 30 new positions and closed 2 in Q4 2025.
  • Palouse Capital Management's portfolio value fell 0.75% quarter-over-quarter to $156M.

Based on Palouse Capital Management's 13F filing for Q4 2025, filed 23 Jan 2026.