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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
PGX icon
101
Invesco Preferred ETF
PGX
$3.78B
$76.9K 0.05%
6,629
– –
COHU icon
102
Cohu
COHU
$2.5B
$75.1K 0.05%
3,695
-1,223
-25% -$24.7K
BOOM icon
103
DMC Global
BOOM
$157M
$72.9K 0.05%
8,631
-1,967
-19% -$14.7K
SDY icon
104
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$63K 0.04%
450
+1
+0.2% +$139
APLE icon
105
Apple Hospitality REIT
APLE
$3.82B
$61.4K 0.04%
5,114
-1,664
-25% -$20.6K
SCHM icon
106
Schwab US Mid-Cap ETF
SCHM
$15.1B
$60.3K 0.04%
2,035
-137
-6% -$3.99K
DAR icon
107
Darling Ingredients
DAR
$9.44B
$59.5K 0.04%
1,927
-631
-25% -$21.1K
PEP icon
108
PepsiCo
PEP
$190B
$56.2K 0.04%
400
– –
IVE icon
109
iShares S&P 500 Value ETF
IVE
$49.8B
$53.5K 0.03%
259
– –
HPQ icon
110
HP
HPQ
$27.5B
$52.9K 0.03%
1,942
– –
SJNK icon
111
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.8B
$49.8K 0.03%
1,947
– –
CMCO icon
112
Columbus McKinnon
CMCO
$584M
$43.4K 0.03%
3,026
-987
-25% -$14.8K
XLP icon
113
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$42.9K 0.03%
548
– –
IP icon
114
International Paper
IP
$22B
$41.8K 0.03%
900
– –
PGF icon
115
Invesco Financial Preferred ETF
PGF
$672M
$37.8K 0.02%
2,588
– –
MGPI icon
116
MGP Ingredients
MGPI
$375M
$35.4K 0.02%
1,462
– –
IJK icon
117
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$35.3K 0.02%
368
– –
IJT icon
118
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.41B
$32.8K 0.02%
232
– –
IJJ icon
119
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
$31.7K 0.02%
244
– –
CATY icon
120
Cathay General Bancorp
CATY
$4.24B
$28.8K 0.02%
600
-500
-45% -$24K
IJS icon
121
iShares S&P Small-Cap 600 Value ETF
IJS
$8.37B
$27K 0.02%
244
– –
TSLA icon
122
Tesla
TSLA
$1.3T
$22.2K 0.01%
50
– –
BA icon
123
Boeing
BA
$185B
$16.2K 0.01%
75
– –
WYNN icon
124
Wynn Resorts
WYNN
$10.6B
$12.8K 0.01%
100
– –
DVAX
125
DELISTED
Dynavax Technologies
DVAX
$12.5K 0.01%
1,260
– –
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.