We are live on ! Find out more
PCM

Palouse Capital Management Portfolio holdings

AUM $160M
1-Year Est. Return 36.15%
This Fund
S&P 500
This Quarter Est. Return
+6.03%
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
$157M
AUM Growth
+$5.64M
Cap. Flow
-$2.85M
Cap. Flow %
-1.81%
Top 10 Hldgs %
29.25%
Holding
135
New
7
Increased
24
Reduced
69
Closed
1

Top Buys

Rank Stock Value
1
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$4.39M
2
VZ icon
Verizon
VZ
+$2.6M
3
FISV
Fiserv Inc
FISV
+$2.21M
4
MRSH
Marsh
MRSH
+$1.96M
5
EG icon
Everest Group
EG
+$1.9M

Top Sells

Rank Stock Value
1
BLK icon
Blackrock
BLK
+$4.07M
2
NEM icon
Newmont
NEM
+$3.98M
3
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$3.78M
4
LRCX icon
Lam Research
LRCX
+$1.76M
5
NXPI icon
NXP Semiconductors
NXPI
+$1.43M

Sector Composition

Rank Sector Weight
1 Technology 19.76%
2 Healthcare 13.26%
3 Financials 12.33%
4 Communication Services 8.51%
5 Energy 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
51
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$1.44M 0.91%
2,156
-499
-19% -$320K
APTV icon
52
Aptiv
APTV
$10.3B
$1.44M 0.91%
16,652
-1,030
-6% -$77.7K
ADBE icon
53
Adobe
ADBE
$105B
$1.35M 0.86%
+3,835
New +$1.38M
CVS icon
54
CVS Health
CVS
$122B
$1.26M 0.8%
16,675
+234
+1% +$16K
PYPL icon
55
PayPal
PYPL
$50.5B
$1.17M 0.74%
17,382
-513
-3% -$36.2K
LRCX icon
56
Lam Research
LRCX
$390B
$1.14M 0.72%
8,479
-16,640
-66% -$1.76M
YUMC icon
57
Yum China
YUMC
$16.3B
$929K 0.59%
21,640
-250
-1% -$11.4K
PPG icon
58
PPG Industries
PPG
$26.6B
$607K 0.39%
5,775
-50
-0.9% -$5.56K
VCIT icon
59
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
$604K 0.38%
7,186
-70
-1% -$5.82K
VRP icon
60
Invesco Variable Rate Preferred ETF
VRP
$3.02B
$548K 0.35%
22,183
-161
-0.7% -$3.96K
LQD icon
61
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$448K 0.29%
4,022
-5
-0.1% -$550
SCHX icon
62
Schwab US Large- Cap ETF
SCHX
$74.6B
$337K 0.21%
12,783
-321
-2% -$8.15K
IVW icon
63
iShares S&P 500 Growth ETF
IVW
$77.6B
$299K 0.19%
2,480
– –
BRC icon
64
Brady Corp
BRC
$4.57B
$255K 0.16%
3,269
-1
-0% -$74
PLAB icon
65
Photronics
PLAB
$1.93B
$242K 0.15%
10,526
-987
-9% -$21.1K
MHK icon
66
Mohawk Industries
MHK
$9.22B
$238K 0.15%
1,845
-7
-0.4% -$867
PFGC icon
67
Performance Food Group
PFGC
$18B
$231K 0.15%
2,225
-52
-2% -$5.21K
AX icon
68
Axos Financial
AX
$5.68B
$220K 0.14%
2,604
-41
-2% -$3.57K
SCHG icon
69
Schwab US Large-Cap Growth ETF
SCHG
$62.9B
$207K 0.13%
6,486
-180
-3% -$5.49K
UCTT
70
Ultra Clean Holdings
UCTT
$3.95B
$204K 0.13%
7,482
-761
-9% -$18.7K
ENS icon
71
EnerSys
ENS
$6.99B
$201K 0.13%
1,779
+6
+0.3% +$590
NVDA icon
72
NVIDIA
NVDA
$5.42T
$200K 0.13%
1,070
– –
GMED icon
73
Globus Medical
GMED
$11.2B
$192K 0.12%
3,356
-24
-0.7% -$1.38K
VRNT
74
DELISTED
Verint Systems
VRNT
$186K 0.12%
9,169
-108
-1% -$2.22K
SCHA icon
75
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$185K 0.12%
6,644
-138
-2% -$3.69K
1 2
3
4 5

Similar funds

PCC
Perry Creek Capital New York $160M AUM 3.05% 1-Year Est. Return
CF
CBM Financial Austin, Texas $160M AUM
SGCM
Sanchez Gaunt Capital Management Reno, Nevada $160M AUM
RCWM
Royal Capital Wealth Management Carmel, Indiana $161M AUM 18.42% 1-Year Est. Return
LCA
Legend Capital Advisors New York $160M AUM
FPWM
Five Pine Wealth Management Coeur D Alene, Idaho $161M AUM 12.87% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
RFS
Richardson Financial Services Medway, Massachusetts $160M AUM 16.71% 1-Year Est. Return

Palouse Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Palouse Capital Management held 135 positions worth $157M, up 3.7% from $152M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Palouse Capital Management's Q3 2025 filing shows 7 new, 24 increased, 69 reduced and 1 closed positions. Its largest new stake was PIMCO Multi Sector Bond Active ETF: 165,407 shares worth $4.44M. The largest sale was Blackrock, an estimated $4.07M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 19% a quarter earlier, followed by Healthcare and Financials.

  • Palouse Capital Management's largest Q3 2025 buy was PIMCO Multi Sector Bond Active ETF: 165,407 shares worth $4.44M.
  • Palouse Capital Management added most to United Parcel Service in Q3 2025, an estimated $1.03M increase.
  • Palouse Capital Management's biggest Q3 2025 reduction was Newmont, cutting an estimated $3.98M.
  • Palouse Capital Management fully exited Blackrock in Q3 2025, selling an estimated $4.07M.
  • Palouse Capital Management's ten largest holdings make up 29% of its $157M portfolio in Q3 2025.
  • Palouse Capital Management opened 7 new positions and closed 1 in Q3 2025.
  • Palouse Capital Management's portfolio value rose 3.7% quarter-over-quarter to $157M.

Based on Palouse Capital Management's 13F filing for Q3 2025, filed 23 Oct 2025.