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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
+22.55%
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
$160M
AUM Growth
+$9.14M
Cap. Flow
-$15.3M
Cap. Flow %
-9.52%
Top 10 Hldgs %
29.22%
Holding
144
New
9
Increased
24
Reduced
62
Closed
20

Top Buys

Rank Stock Value
1
SJM icon
J.M. Smucker
SJM
+$3.43M
2
VST icon
Vistra
VST
+$3.08M
3
HPE.PRC
Hewlett Packard Enterprise 7.625% Series C Preferred Stock
HPE.PRC
+$2.8M
4
MDT icon
Medtronic
MDT
+$2.36M
5
T icon
AT&T
T
+$2.29M

Top Sells

Rank Stock Value
1
MU icon
Micron Technology
MU
+$4.8M
2
AKAM icon
Akamai
AKAM
+$3.11M
3
CSCO icon
Cisco
CSCO
+$2.9M
4
DELL icon
Dell
DELL
+$2.57M
5
AMD icon
Advanced Micro Devices
AMD
+$2.43M

Sector Composition

Rank Sector Weight
1 Technology 23.02%
2 Healthcare 13%
3 Financials 10.32%
4 Communication Services 8.67%
5 Consumer Staples 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOW icon
51
ServiceNow
NOW
$105B
$1.15M 0.72%
+11,631
New +$1.15M
PYPL icon
52
PayPal
PYPL
$49.3B
$968K 0.6%
22,415
-4,357
-16% -$198K
EWBC icon
53
East-West Bancorp
EWBC
$18.3B
$930K 0.58%
7,204
-12,019
-63% -$1.48M
LRCX icon
54
Lam Research
LRCX
$403B
$793K 0.49%
1,830
-500
-21% -$152K
CSCO icon
55
Cisco
CSCO
$442B
$711K 0.44%
6,053
-27,697
-82% -$2.9M
AAPL icon
56
Apple
AAPL
$4.81T
$608K 0.38%
2,100
-318
-13% -$91K
PPG icon
57
PPG Industries
PPG
$25.8B
$517K 0.32%
4,265
-743
-15% -$82.7K
VCIT icon
58
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.4B
$517K 0.32%
6,252
-797
-11% -$65.9K
VRP icon
59
Invesco Variable Rate Preferred ETF
VRP
$3B
$440K 0.27%
18,099
+1,604
+10% +$39K
UCTT
60
Ultra Clean Holdings
UCTT
$4.71B
$367K 0.23%
2,572
-3,706
-59% -$326K
SCHX icon
61
Schwab US Large- Cap ETF
SCHX
$71.8B
$345K 0.22%
11,732
-923
-7% -$26.4K
IVW icon
62
iShares S&P 500 Growth ETF
IVW
$74.4B
$341K 0.21%
2,480
– –
ACMR icon
63
ACM Research
ACMR
$6.58B
$280K 0.17%
2,210
-1,008
-31% -$71.3K
SCHD icon
64
Schwab US Dividend Equity ETF
SCHD
$100B
$277K 0.17%
8,738
+5,062
+138% +$161K
LQD icon
65
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.9B
$260K 0.16%
2,386
-959
-29% -$104K
ENS icon
66
EnerSys
ENS
$7.34B
$259K 0.16%
1,108
-42
-4% -$9.12K
PLAB icon
67
Photronics
PLAB
$1.85B
$217K 0.14%
6,683
+1,684
+34% +$71.3K
AX icon
68
Axos Financial
AX
$5.54B
$210K 0.13%
2,158
– –
PFGC icon
69
Performance Food Group
PFGC
$17.3B
$208K 0.13%
1,862
-90
-5% -$8.56K
BRC icon
70
Brady Corp
BRC
$4.42B
$202K 0.13%
2,202
– –
AKAM icon
71
Akamai
AKAM
$18.2B
$191K 0.12%
1,613
-24,981
-94% -$3.11M
CVBF icon
72
CVB Financial
CVBF
$3.96B
$180K 0.11%
7,996
– –
CCK icon
73
Crown Holdings
CCK
$13.2B
$166K 0.1%
1,481
– –
THRM icon
74
Gentherm
THRM
$1.12B
$164K 0.1%
4,822
+600
+14% +$19.3K
MGRC icon
75
McGrath RentCorp
MGRC
$2.86B
$164K 0.1%
1,356
– –
1 2
3
4 5

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Palouse Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, Palouse Capital Management held 144 positions worth $160M, up 6% from $151M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Palouse Capital Management withdrew a net $15.3M in Q2 2026, closing 20 positions and reducing 62 holdings. Its most notable exit was Starbucks, an estimated $2.01M position sold in full.

By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 25% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Palouse Capital Management opened a new position in J.M. Smucker worth $3.79M.

  • Palouse Capital Management's largest Q2 2026 buy was J.M. Smucker: 33,705 shares worth $3.79M.
  • Palouse Capital Management added most to Medtronic in Q2 2026, an estimated $2.36M increase.
  • Palouse Capital Management's biggest Q2 2026 reduction was Micron Technology, cutting an estimated $4.8M.
  • Palouse Capital Management fully exited Starbucks in Q2 2026, selling an estimated $2.01M.
  • Palouse Capital Management's ten largest holdings make up 29% of its $160M portfolio in Q2 2026.
  • Palouse Capital Management opened 9 new positions and closed 20 in Q2 2026.
  • Palouse Capital Management's portfolio value rose 6% quarter-over-quarter to $160M.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.