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
+3.54%
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
$156M
AUM Growth
-$1.17M
Cap. Flow
-$4.62M
Cap. Flow %
-2.96%
Top 10 Hldgs %
29.49%
Holding
164
New
30
Increased
17
Reduced
89
Closed
2

Top Buys

Rank Stock Value
1
TXN icon
Texas Instruments
TXN
+$3.74M
2
HON icon
Honeywell
HON
+$1.85M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.2M
4
META icon
Meta Platforms (Facebook)
META
+$729K
5
MRSH
Marsh
MRSH
+$623K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.11M
2
INCY icon
Incyte
INCY
+$1.63M
3
AMD icon
Advanced Micro Devices
AMD
+$1.1M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.01M
5
LRCX icon
Lam Research
LRCX
+$923K

Sector Composition

Rank Sector Weight
1 Technology 19.74%
2 Financials 12.7%
3 Healthcare 11.81%
4 Communication Services 8.68%
5 Consumer Staples 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MGRC icon
76
McGrath RentCorp
MGRC
$2.92B
$152K 0.1%
+1,452
New +$157K
NVDA icon
77
NVIDIA
NVDA
$5.42T
$150K 0.1%
804
-266
-25% -$49.5K
MHK icon
78
Mohawk Industries
MHK
$9.22B
$150K 0.1%
1,368
-477
-26% -$54.8K
ACMR icon
79
ACM Research
ACMR
$5.79B
$147K 0.09%
3,715
-216
-5% -$8.05K
MTH icon
80
Meritage Homes
MTH
$4.86B
$141K 0.09%
2,146
-73
-3% -$5.05K
WAL icon
81
Western Alliance Bancorporation
WAL
$8.87B
$133K 0.09%
1,585
-91
-5% -$7.39K
ABM icon
82
ABM Industries
ABM
$2.84B
$124K 0.08%
2,942
-110
-4% -$4.83K
IWD icon
83
iShares Russell 1000 Value ETF
IWD
$83.9B
$121K 0.08%
577
– –
INCY icon
84
Incyte
INCY
$24.4B
$121K 0.08%
1,223
-16,800
-93% -$1.63M
OC icon
85
Owens Corning
OC
$12.4B
$116K 0.07%
1,039
+321
+45% +$37.7K
DOC icon
86
Healthpeak Properties
DOC
$14.8B
$108K 0.07%
6,728
-390
-5% -$6.88K
BWB icon
87
Bridgewater Bancshares
BWB
$603M
$106K 0.07%
6,052
-350
-5% -$6.07K
AMKR icon
88
Amkor Technology
AMKR
$13.7B
$104K 0.07%
2,624
-1,386
-35% -$49.3K
NWN icon
89
Northwest Natural Holdings
NWN
$2.12B
$103K 0.07%
2,195
-157
-7% -$7.32K
SCHD icon
90
Schwab US Dividend Equity ETF
SCHD
$106B
$101K 0.06%
3,673
+58
+2% +$1.58K
MPB icon
91
Mid Penn Bancorp
MPB
$952M
$100K 0.06%
3,233
-187
-5% -$5.52K
VCSH icon
92
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$99.6K 0.06%
1,249
-36
-3% -$2.87K
UPBD icon
93
Upbound Group
UPBD
$1.16B
$97.7K 0.06%
5,564
-285
-5% -$5.51K
NJR icon
94
New Jersey Resources
NJR
$5.58B
$92.8K 0.06%
2,012
-117
-5% -$5.41K
MMSI icon
95
Merit Medical Systems
MMSI
$5.32B
$89.3K 0.06%
1,013
-63
-6% -$5.36K
CSV icon
96
Carriage Services
CSV
$569M
$86.1K 0.06%
2,036
-118
-5% -$5.12K
NSIT icon
97
Insight Enterprises
NSIT
$4.38B
$80.7K 0.05%
990
-1
-0.1% -$94
KELYA icon
98
Kelly Services Class A
KELYA
$528M
$77.8K 0.05%
8,841
-635
-7% -$6.46K
PGX icon
99
Invesco Preferred ETF
PGX
$3.78B
$74.5K 0.05%
6,629
– –
MGPI icon
100
MGP Ingredients
MGPI
$375M
$71.5K 0.05%
2,942
+1,480
+101% +$36.1K
2 3
4
5 6

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 Q4 2025 Portfolio in Review

As of Q4 2025, Palouse Capital Management held 164 positions worth $156M, down 0.75% from $157M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Palouse Capital Management's Q4 2025 filing shows 30 new, 17 increased, 89 reduced and 2 closed positions. Its largest new stake was Texas Instruments: 21,842 shares worth $3.79M. The largest sale was Apple, an estimated $2.11M.

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

  • Palouse Capital Management's largest Q4 2025 buy was Texas Instruments: 21,842 shares worth $3.79M.
  • Palouse Capital Management added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $1.2M increase.
  • Palouse Capital Management's biggest Q4 2025 reduction was Apple, cutting an estimated $2.11M.
  • Palouse Capital Management fully exited NXP Semiconductors in Q4 2025, selling an estimated $146K.
  • Palouse Capital Management's ten largest holdings make up 29% of its $156M portfolio in Q4 2025.
  • Palouse Capital Management opened 30 new positions and closed 2 in Q4 2025.
  • Palouse Capital Management's portfolio value fell 0.75% quarter-over-quarter to $156M.

Based on Palouse Capital Management's 13F filing for Q4 2025, filed 23 Jan 2026.