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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
+3.92%
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
$152M
AUM Growth
+$5.07M
Cap. Flow
-$189K
Cap. Flow %
-0.12%
Top 10 Hldgs %
29.29%
Holding
146
New
10
Increased
35
Reduced
45
Closed
18

Top Buys

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$5.12M
2
ARE icon
Alexandria Real Estate Equities
ARE
+$2.73M
3
OKE icon
Oneok
OKE
+$2.59M
4
BA.PRA
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
+$2.51M
5
BDX icon
Becton Dickinson
BDX
+$1.54M

Top Sells

Rank Stock Value
1
KDP icon
Keurig Dr Pepper
KDP
+$3.69M
2
APD icon
Air Products & Chemicals
APD
+$3.58M
3
KVUE icon
Kenvue
KVUE
+$2.27M
4
IPG
Interpublic Group of Companies
IPG
+$1.49M
5
PFE icon
Pfizer
PFE
+$1.07M

Sector Composition

Rank Sector Weight
1 Technology 18.98%
2 Healthcare 12.53%
3 Financials 12.28%
4 Communication Services 7.97%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NSIT icon
76
Insight Enterprises
NSIT
$4.38B
$162K 0.11%
1,175
-2
-0.2% -$269
MTH icon
77
Meritage Homes
MTH
$4.86B
$157K 0.1%
2,343
+2
+0.1% +$133
ENS icon
78
EnerSys
ENS
$6.99B
$152K 0.1%
1,773
– –
ABM icon
79
ABM Industries
ABM
$2.84B
$145K 0.1%
3,077
+61
+2% +$2.95K
ACMR icon
80
ACM Research
ACMR
$5.79B
$132K 0.09%
5,115
– –
WAL icon
81
Western Alliance Bancorporation
WAL
$8.87B
$132K 0.09%
+1,694
New +$122K
KELYA icon
82
Kelly Services Class A
KELYA
$528M
$130K 0.09%
11,060
+116
+1% +$1.37K
IWD icon
83
iShares Russell 1000 Value ETF
IWD
$83.7B
$112K 0.07%
577
– –
SSTK icon
84
Shutterstock
SSTK
$219M
$111K 0.07%
5,830
– –
JNK icon
85
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.92B
$109K 0.07%
1,124
+395
+54% +$37.5K
OC icon
86
Owens Corning
OC
$12.4B
$108K 0.07%
786
– –
VCSH icon
87
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$104K 0.07%
1,305
-350
-21% -$27.6K
DAR icon
88
Darling Ingredients
DAR
$9.44B
$97K 0.06%
2,558
– –
SCHD icon
89
Schwab US Dividend Equity ETF
SCHD
$105B
$97K 0.06%
3,659
-2
-0.1% -$52
MPB icon
90
Mid Penn Bancorp
MPB
$952M
$96.4K 0.06%
+3,420
New +$92.3K
DOC icon
91
Healthpeak Properties
DOC
$14.8B
$95.6K 0.06%
+5,460
New +$97K
NJR icon
92
New Jersey Resources
NJR
$5.58B
$95.4K 0.06%
+2,129
New +$99.8K
COHU icon
93
Cohu
COHU
$2.5B
$94.6K 0.06%
4,918
– –
NWN icon
94
Northwest Natural Holdings
NWN
$2.12B
$93.4K 0.06%
2,352
– –
BOOM icon
95
DMC Global
BOOM
$157M
$85.4K 0.06%
10,598
+155
+1% +$1.1K
DFH icon
96
Dream Finders Homes
DFH
$1.36B
$85K 0.06%
3,383
+252
+8% +$5.66K
AMKR icon
97
Amkor Technology
AMKR
$13.7B
$84.2K 0.06%
4,010
– –
APLE icon
98
Apple Hospitality REIT
APLE
$3.82B
$79.1K 0.05%
6,778
– –
MMSI icon
99
Merit Medical Systems
MMSI
$5.32B
$78.9K 0.05%
844
– –
PGX icon
100
Invesco Preferred ETF
PGX
$3.79B
$73.8K 0.05%
6,629
– –
2 3
4
5 6

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RFS
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Palouse Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Palouse Capital Management held 146 positions worth $152M, up 3.5% from $147M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Palouse Capital Management's Q2 2025 filing shows 10 new, 35 increased, 45 reduced and 18 closed positions. Its largest new stake was Alexandria Real Estate Equities: 36,754 shares worth $2.67M. The largest sale was Keurig Dr Pepper, an estimated $3.69M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Healthcare and Financials.

  • Palouse Capital Management's largest Q2 2025 buy was Alexandria Real Estate Equities: 36,754 shares worth $2.67M.
  • Palouse Capital Management added most to UnitedHealth in Q2 2025, an estimated $5.12M increase.
  • Palouse Capital Management's biggest Q2 2025 reduction was Pfizer, cutting an estimated $1.07M.
  • Palouse Capital Management fully exited Keurig Dr Pepper in Q2 2025, selling an estimated $3.69M.
  • Palouse Capital Management's ten largest holdings make up 29% of its $152M portfolio in Q2 2025.
  • Palouse Capital Management opened 10 new positions and closed 18 in Q2 2025.
  • Palouse Capital Management's portfolio value rose 3.5% quarter-over-quarter to $152M.

Based on Palouse Capital Management's 13F filing for Q2 2025, filed 7 Aug 2025.