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PCM
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
(-3.1%)
Cap. Flow
-$5.02M
Cap. Flow
% of AUM
-3.32%
Top 10 Holdings %
Top 10 Hldgs %
29.22%
Holding
175
New
13
Increased
23
Reduced
77
Closed
40
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Sanofi
SNY
|
+$2.54M |
| 2 |
American Tower
AMT
|
+$2.5M |
| 3 |
Jacobs Solutions
J
|
+$2.43M |
| 4 |
Dell
DELL
|
+$2.39M |
| 5 |
General Mills
GIS
|
+$2.11M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Lockheed Martin
LMT
|
+$3.45M |
| 2 |
Target
TGT
|
+$3.3M |
| 3 |
Newmont
NEM
|
+$3M |
| 4 |
Nutrien
NTR
|
+$2.5M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Parsons
PSN
$5.08B
| $140K | 0.09% |
+2,589
| New | +$165K |
|
77
Zeta Global
ZETA
$6.69B
| $137K | 0.09% |
8,636
-669
| -7% | -$12.4K |
|
78
Itron
ITRI
$4.54B
| $136K | 0.09% |
+1,513
| New | +$145K |
|
79
ACM Research
ACMR
$5.79B
| $127K | 0.08% |
3,218
-497
| -13% | -$26.4K |
|
80
Yum China
YUMC
$16.3B
| $126K | 0.08% |
2,577
-18,119
| -88% | -$938K |
|
81
Crane NXT
CXT
$3.07B
| $125K | 0.08% |
+3,091
| New | +$150K |
|
82
iShares Russell 1000 Value ETF
IWD
$83.9B
| $123K | 0.08% |
577
| – | – |
|
83
Meritage Homes
MTH
$4.86B
| $120K | 0.08% |
1,946
-200
| -9% | -$14.1K |
|
84
Globus Medical
GMED
$11.2B
| $119K | 0.08% |
1,383
-749
| -35% | -$67.2K |
|
85
Gentherm
THRM
$1.27B
| $117K | 0.08% |
4,222
-548
| -11% | -$17.9K |
|
86
Incyte
INCY
$24.4B
| $115K | 0.08% |
1,223
| – | – |
|
87
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
| $115K | 0.08% |
1,201
+505
| +73% | +$48.9K |
|
88
Schwab US Dividend Equity ETF
SCHD
$106B
| $113K | 0.07% |
3,676
+3
| +0.1% | +$91 |
|
89
Mohawk Industries
MHK
$9.22B
| $100K | 0.07% |
1,019
-349
| -26% | -$40.7K |
|
90
ABM Industries
ABM
$2.84B
| $97.2K | 0.06% |
2,524
-418
| -14% | -$18.1K |
|
91
Owens Corning
OC
$12.4B
| $96.5K | 0.06% |
892
-147
| -14% | -$17.5K |
|
92
Upbound Group
UPBD
$1.16B
| $95.8K | 0.06% |
5,307
-257
| -5% | -$5.01K |
|
93
Northwest Natural Holdings
NWN
$2.12B
| $93.8K | 0.06% |
1,762
-433
| -20% | -$21.5K |
|
94
Merit Medical Systems
MMSI
$5.32B
| $90.6K | 0.06% |
1,315
+302
| +30% | +$23.6K |
|
95
Western Alliance Bancorporation
WAL
$8.87B
| $89.3K | 0.06% |
1,261
-324
| -20% | -$27K |
|
96
New Jersey Resources
NJR
$5.58B
| $88.9K | 0.06% |
1,618
-394
| -20% | -$20.4K |
|
97
Healthpeak Properties
DOC
$14.8B
| $88.4K | 0.06% |
5,383
-1,345
| -20% | -$23K |
|
98
Bridgewater Bancshares
BWB
$603M
| $85.2K | 0.06% |
4,814
-1,238
| -20% | -$22.7K |
|
99
Mid Penn Bancorp
MPB
$952M
| $83.1K | 0.05% |
2,584
-649
| -20% | -$21K |
|
100
Carriage Services
CSV
$569M
| $80.5K | 0.05% |
1,764
-272
| -13% | -$11.8K |
|
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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.