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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
+1.2%
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
$151M
AUM Growth
-$4.83M
Cap. Flow
-$5.02M
Cap. Flow %
-3.32%
Top 10 Hldgs %
29.22%
Holding
175
New
13
Increased
23
Reduced
77
Closed
40

Top Buys

Rank Stock Value
1
SNY icon
Sanofi
SNY
+$2.54M
2
AMT icon
American Tower
AMT
+$2.5M
3
J icon
Jacobs Solutions
J
+$2.43M
4
DELL icon
Dell
DELL
+$2.39M
5
GIS icon
General Mills
GIS
+$2.11M

Top Sells

Rank Stock Value
1
LMT icon
Lockheed Martin
LMT
+$3.45M
2
TGT icon
Target
TGT
+$3.3M
3
NEM icon
Newmont
NEM
+$3M
4
NTR icon
Nutrien
NTR
+$2.5M
5
KEY icon
KeyCorp
KEY
+$1.51M

Sector Composition

Rank Sector Weight
1 Technology 25.19%
2 Healthcare 12.03%
3 Financials 11.18%
4 Communication Services 8.04%
5 Energy 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APTV icon
51
Aptiv
APTV
$10.3B
$1.17M 0.77%
16,867
+301
+2% +$23.2K
CVS icon
52
CVS Health
CVS
$122B
$1.07M 0.71%
14,946
-1,141
-7% -$87.9K
KHC icon
53
Kraft Heinz
KHC
$30B
$974K 0.64%
43,302
-3,384
-7% -$79.6K
AAPL icon
54
Apple
AAPL
$4.57T
$614K 0.41%
2,418
-11
-0.5% -$2.86K
VCIT icon
55
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
$583K 0.39%
7,049
+846
+14% +$70.8K
PPG icon
56
PPG Industries
PPG
$26.6B
$535K 0.35%
5,008
+196
+4% +$22.2K
LRCX icon
57
Lam Research
LRCX
$390B
$498K 0.33%
2,330
-214
-8% -$47.8K
VRP icon
58
Invesco Variable Rate Preferred ETF
VRP
$3.02B
$396K 0.26%
16,495
-1,676
-9% -$40.8K
UCTT
59
Ultra Clean Holdings
UCTT
$3.95B
$390K 0.26%
6,278
-735
-10% -$37.7K
WAT icon
60
Waters Corp
WAT
$39.9B
$382K 0.25%
+1,282
New +$439K
LQD icon
61
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$365K 0.24%
3,345
-170
-5% -$18.7K
SCHX icon
62
Schwab US Large- Cap ETF
SCHX
$74.6B
$324K 0.21%
12,655
-187
-1% -$5.02K
IVW icon
63
iShares S&P 500 Growth ETF
IVW
$77.6B
$281K 0.19%
2,480
– –
TMO icon
64
Thermo Fisher Scientific
TMO
$220B
$236K 0.16%
481
-2,003
-81% -$1.09M
PLAB icon
65
Photronics
PLAB
$1.93B
$202K 0.13%
4,999
-1,164
-19% -$42.1K
ENS icon
66
EnerSys
ENS
$6.99B
$200K 0.13%
1,150
-243
-17% -$41.2K
SCHA icon
67
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$195K 0.13%
6,705
-52
-0.8% -$1.56K
SCHG icon
68
Schwab US Large-Cap Growth ETF
SCHG
$62.9B
$188K 0.12%
6,468
+18
+0.3% +$560
AX icon
69
Axos Financial
AX
$5.68B
$184K 0.12%
2,158
-362
-14% -$33K
BRC icon
70
Brady Corp
BRC
$4.57B
$179K 0.12%
2,202
-974
-31% -$84.7K
PFGC icon
71
Performance Food Group
PFGC
$18B
$167K 0.11%
1,952
-208
-10% -$19K
CVBF icon
72
CVB Financial
CVBF
$3.99B
$155K 0.1%
+7,996
New +$157K
MGRC icon
73
McGrath RentCorp
MGRC
$2.92B
$150K 0.1%
1,356
-96
-7% -$10.7K
CCK icon
74
Crown Holdings
CCK
$13.1B
$148K 0.1%
+1,481
New +$158K
VCSH icon
75
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$144K 0.1%
1,813
+564
+45% +$44.9K
1 2
3
4 5

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Palouse Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Palouse Capital Management held 175 positions worth $151M, down 3.1% from $156M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Palouse Capital Management withdrew a net $5.02M in Q1 2026, closing 40 positions and reducing 77 holdings. Its most notable exit was Target, an estimated $3.3M position sold in full.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 20% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Palouse Capital Management opened a new position in Sanofi worth $2.62M.

  • Palouse Capital Management's largest Q1 2026 buy was Sanofi: 54,374 shares worth $2.62M.
  • Palouse Capital Management added most to General Mills in Q1 2026, an estimated $2.11M increase.
  • Palouse Capital Management's biggest Q1 2026 reduction was Lockheed Martin, cutting an estimated $3.45M.
  • Palouse Capital Management fully exited Target in Q1 2026, selling an estimated $3.3M.
  • Palouse Capital Management's ten largest holdings make up 29% of its $151M portfolio in Q1 2026.
  • Palouse Capital Management opened 13 new positions and closed 40 in Q1 2026.
  • Palouse Capital Management's portfolio value fell 3.1% quarter-over-quarter to $151M.

Based on Palouse Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.