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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
MPB icon
101
Mid Penn Bancorp
MPB
$894M
$90K 0.06%
2,584
– –
NWN icon
102
Northwest Natural Holdings
NWN
$2.13B
$86.4K 0.05%
1,762
– –
AMKR icon
103
Amkor Technology
AMKR
$16.5B
$81.8K 0.05%
949
-40
-4% -$2.85K
DAR icon
104
Darling Ingredients
DAR
$10.2B
$77.5K 0.05%
1,418
+150
+12% +$8.95K
AMD icon
105
Advanced Micro Devices
AMD
$888B
$73.8K 0.05%
127
-5,917
-98% -$2.43M
APLE icon
106
Apple Hospitality REIT
APLE
$4.03B
$72.4K 0.05%
4,304
+750
+21% +$10.7K
CSV icon
107
Carriage Services
CSV
$582M
$63.2K 0.04%
1,649
-115
-7% -$5.04K
PEP icon
108
PepsiCo
PEP
$184B
$54.2K 0.03%
400
– –
CMCO icon
109
Columbus McKinnon
CMCO
$426M
$46.9K 0.03%
3,097
+240
+8% +$3.57K
XLP icon
110
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$45.5K 0.03%
548
– –
IJK icon
111
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$43.2K 0.03%
368
– –
IJT icon
112
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.33B
$41.4K 0.03%
232
– –
SDY icon
113
State Street SPDR S&P Dividend ETF
SDY
$21.6B
$39K 0.02%
256
-1
-0.4% -$149
IJJ icon
114
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.8B
$36K 0.02%
244
– –
IJS icon
115
iShares S&P Small-Cap 600 Value ETF
IJS
$8.2B
$33.4K 0.02%
244
– –
DFH icon
116
Dream Finders Homes
DFH
$1.39B
$28.3K 0.02%
1,642
-1,007
-38% -$14.8K
TSLA icon
117
Tesla
TSLA
$1.42T
$21K 0.01%
50
– –
BA icon
118
Boeing
BA
$161B
$16.2K 0.01%
75
– –
WYNN icon
119
Wynn Resorts
WYNN
$9.82B
$9.71K 0.01%
100
– –
SJNK icon
120
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.91B
$9.19K 0.01%
367
-606
-62% -$15.2K
BROS icon
121
Dutch Bros
BROS
$9.07B
$7.18K ﹤0.01%
100
– –
PGX icon
122
Invesco Preferred ETF
PGX
$3.87B
$6.93K ﹤0.01%
639
-4,461
-87% -$49.2K
SPCX
123
SpaceX
SPCX
$1.63T
$6.83K ﹤0.01%
+40
New +$6.79K
PNFP icon
124
Pinnacle Financial Partners Inc
PNFP
$14.6B
$1.41K ﹤0.01%
+14
New +$1.34K
APOG icon
125
Apogee Enterprises
APOG
$816M
– –
-1
Closed -$17
2 3 4
5
6

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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.