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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
+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
THRM icon
76
Gentherm
THRM
$1.27B
$176K 0.11%
5,163
-767
-13% -$25.9K
MTH icon
77
Meritage Homes
MTH
$4.86B
$161K 0.1%
2,219
-124
-5% -$9.21K
ACMR icon
78
ACM Research
ACMR
$5.79B
$154K 0.1%
3,931
-1,184
-23% -$35.1K
ZETA icon
79
Zeta Global
ZETA
$6.69B
$152K 0.1%
7,634
-3,160
-29% -$56.8K
NXPI icon
80
NXP Semiconductors
NXPI
$60.4B
$146K 0.09%
639
-6,380
-91% -$1.43M
WAL icon
81
Western Alliance Bancorporation
WAL
$8.87B
$145K 0.09%
1,676
-18
-1% -$1.53K
ABM icon
82
ABM Industries
ABM
$2.84B
$141K 0.09%
3,052
-25
-0.8% -$1.19K
UPBD icon
83
Upbound Group
UPBD
$1.16B
$138K 0.09%
5,849
-1,017
-15% -$25.1K
DOC icon
84
Healthpeak Properties
DOC
$14.8B
$136K 0.09%
7,118
+1,658
+30% +$29.7K
KELYA icon
85
Kelly Services Class A
KELYA
$528M
$124K 0.08%
9,476
-1,584
-14% -$21.1K
IWD icon
86
iShares Russell 1000 Value ETF
IWD
$83.9B
$117K 0.07%
577
– –
AMKR icon
87
Amkor Technology
AMKR
$13.7B
$114K 0.07%
4,010
– –
BWB icon
88
Bridgewater Bancshares
BWB
$603M
$113K 0.07%
+6,402
New +$105K
NSIT icon
89
Insight Enterprises
NSIT
$4.38B
$112K 0.07%
991
-184
-16% -$23.9K
JNK icon
90
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
$110K 0.07%
1,124
– –
NWN icon
91
Northwest Natural Holdings
NWN
$2.12B
$106K 0.07%
2,352
– –
SSTK icon
92
Shutterstock
SSTK
$219M
$103K 0.07%
4,957
-873
-15% -$17.8K
VCSH icon
93
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$103K 0.07%
1,285
-20
-2% -$1.59K
NJR icon
94
New Jersey Resources
NJR
$5.58B
$103K 0.07%
2,129
– –
OC icon
95
Owens Corning
OC
$12.4B
$102K 0.06%
718
-68
-9% -$9.98K
SCHD icon
96
Schwab US Dividend Equity ETF
SCHD
$106B
$98.7K 0.06%
3,615
-44
-1% -$1.2K
MPB icon
97
Mid Penn Bancorp
MPB
$952M
$97.9K 0.06%
3,420
– –
CSV icon
98
Carriage Services
CSV
$569M
$95.9K 0.06%
2,154
-1,728
-45% -$78.1K
MMSI icon
99
Merit Medical Systems
MMSI
$5.32B
$89.6K 0.06%
1,076
+232
+27% +$20.2K
DFH icon
100
Dream Finders Homes
DFH
$1.36B
$87.7K 0.06%
3,383
– –
2 3
4
5 6

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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.