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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
ZETA icon
76
Zeta Global
ZETA
$5.28B
$162K 0.1%
8,222
-414
-5% -$7.68K
MTH icon
77
Meritage Homes
MTH
$4.78B
$157K 0.1%
1,872
-74
-4% -$5.05K
MGPI icon
78
MGP Ingredients
MGPI
$383M
$154K 0.1%
8,805
+5,739
+187% +$104K
LMB icon
79
Limbach Holdings
LMB
$880M
$154K 0.1%
+1,995
New +$166K
JNK icon
80
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.28B
$152K 0.09%
1,576
+375
+31% +$36.1K
VCSH icon
81
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$151K 0.09%
1,912
+99
+5% +$7.83K
SCHA icon
82
Schwab U.S Small- Cap ETF
SCHA
$23B
$149K 0.09%
4,112
-2,593
-39% -$85.7K
SCHM icon
83
Schwab US Mid-Cap ETF
SCHM
$14.7B
$146K 0.09%
3,952
+1,845
+88% +$63.5K
IWD icon
84
iShares Russell 1000 Value ETF
IWD
$81.7B
$140K 0.09%
577
– –
INCY icon
85
Incyte
INCY
$23.5B
$139K 0.09%
1,223
– –
PSN icon
86
Parsons
PSN
$5.9B
$136K 0.08%
2,589
– –
CXT icon
87
Crane NXT
CXT
$2.94B
$136K 0.08%
2,650
-441
-14% -$18.8K
OC icon
88
Owens Corning
OC
$11.3B
$130K 0.08%
818
-74
-8% -$8.99K
MHK icon
89
Mohawk Industries
MHK
$6.6B
$124K 0.08%
1,019
– –
UPBD icon
90
Upbound Group
UPBD
$1.28B
$123K 0.08%
5,807
+500
+9% +$9.35K
DOC icon
91
Healthpeak Properties
DOC
$15.6B
$115K 0.07%
5,383
– –
ITRI icon
92
Itron
ITRI
$3.73B
$114K 0.07%
1,319
-194
-13% -$16.6K
ABM icon
93
ABM Industries
ABM
$2.75B
$112K 0.07%
2,524
– –
GMED icon
94
Globus Medical
GMED
$10.3B
$109K 0.07%
1,383
– –
BOOM icon
95
DMC Global
BOOM
$131M
$108K 0.07%
18,639
+10,931
+142% +$71.1K
WAL icon
96
Western Alliance Bancorporation
WAL
$8.79B
$104K 0.06%
1,261
– –
BWB icon
97
Bridgewater Bancshares
BWB
$610M
$101K 0.06%
4,814
– –
SCHG icon
98
Schwab US Large-Cap Growth ETF
SCHG
$60B
$101K 0.06%
2,991
-3,477
-54% -$115K
MMSI icon
99
Merit Medical Systems
MMSI
$4.38B
$91.2K 0.06%
1,315
– –
NJR icon
100
New Jersey Resources
NJR
$5.89B
$90.7K 0.06%
1,618
– –
2 3
4
5 6

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TA
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PCC
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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.