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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
+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
JNK icon
101
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
$67.7K 0.04%
696
-428
-38% -$41.6K
SCHM icon
102
Schwab US Mid-Cap ETF
SCHM
$15.1B
$64.4K 0.04%
2,142
+107
+5% +$3.19K
DAR icon
103
Darling Ingredients
DAR
$9.44B
$64.3K 0.04%
1,786
-141
-7% -$4.77K
SDY icon
104
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$60.4K 0.04%
434
-16
-4% -$2.23K
CMCO icon
105
Columbus McKinnon
CMCO
$584M
$60.3K 0.04%
3,496
+470
+16% +$7.53K
APLE icon
106
Apple Hospitality REIT
APLE
$3.82B
$59K 0.04%
4,983
-131
-3% -$1.54K
PEP icon
107
PepsiCo
PEP
$190B
$57.4K 0.04%
400
– –
DFH icon
108
Dream Finders Homes
DFH
$1.36B
$56.7K 0.04%
3,313
-70
-2% -$1.43K
IVE icon
109
iShares S&P 500 Value ETF
IVE
$49.8B
$54.9K 0.04%
259
– –
BOOM icon
110
DMC Global
BOOM
$157M
$54.6K 0.04%
8,160
-471
-5% -$3.25K
SJNK icon
111
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.8B
$46.9K 0.03%
1,851
-96
-5% -$2.43K
COHU icon
112
Cohu
COHU
$2.5B
$44.9K 0.03%
1,928
-1,767
-48% -$40.5K
HPQ icon
113
HP
HPQ
$27.5B
$43.3K 0.03%
1,942
– –
XLP icon
114
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$42.6K 0.03%
548
– –
IVV icon
115
iShares Core S&P 500 ETF
IVV
$904B
$38.4K 0.02%
+56
New +$38K
PGF icon
116
Invesco Financial Preferred ETF
PGF
$672M
$36.6K 0.02%
2,588
– –
IJK icon
117
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$35.7K 0.02%
368
– –
IP icon
118
International Paper
IP
$22B
$35.5K 0.02%
900
– –
CMI icon
119
Cummins
CMI
$88.7B
$33.2K 0.02%
+65
New +$30.4K
IJT icon
120
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.41B
$32.7K 0.02%
232
– –
IJJ icon
121
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
$32.1K 0.02%
244
– –
CATY icon
122
Cathay General Bancorp
CATY
$4.24B
$29K 0.02%
600
– –
IJS icon
123
iShares S&P Small-Cap 600 Value ETF
IJS
$8.37B
$27.7K 0.02%
244
– –
AGG icon
124
iShares Core US Aggregate Bond ETF
AGG
$138B
$24.3K 0.02%
+243
New +$24.4K
JNJ icon
125
Johnson & Johnson
JNJ
$625B
$24.2K 0.02%
+117
New +$23.1K
3 4
5
6 7

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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.