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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
+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
Cap. Flow
-$5.02M
Cap. Flow %
-3.32%
Top 10 Hldgs %
29.22%
Holding
175
New
13
Increased
23
Reduced
77
Closed
40

Top Buys

Rank Stock Value
1
SNY icon
Sanofi
SNY
+$2.54M
2
AMT icon
American Tower
AMT
+$2.5M
3
J icon
Jacobs Solutions
J
+$2.43M
4
DELL icon
Dell
DELL
+$2.39M
5
GIS icon
General Mills
GIS
+$2.11M

Top Sells

Rank Stock Value
1
LMT icon
Lockheed Martin
LMT
+$3.45M
2
TGT icon
Target
TGT
+$3.3M
3
NEM icon
Newmont
NEM
+$3M
4
NTR icon
Nutrien
NTR
+$2.5M
5
KEY icon
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
DAR icon
101
Darling Ingredients
DAR
$9.44B
$78.4K 0.05%
1,268
-518
-29% -$25.5K
NSIT icon
102
Insight Enterprises
NSIT
$4.38B
$72.8K 0.05%
1,086
+96
+10% +$7.85K
LMT icon
103
Lockheed Martin
LMT
$136B
$66.5K 0.04%
110
-5,596
-98% -$3.45M
SCHM icon
104
Schwab US Mid-Cap ETF
SCHM
$15.1B
$65.2K 0.04%
2,107
-35
-2% -$1.11K
PEP icon
105
PepsiCo
PEP
$190B
$62.1K 0.04%
400
– –
MGPI icon
106
MGP Ingredients
MGPI
$375M
$56.4K 0.04%
3,066
+124
+4% +$2.77K
PGX icon
107
Invesco Preferred ETF
PGX
$3.78B
$55.5K 0.04%
5,100
-1,529
-23% -$17.3K
IVE icon
108
iShares S&P 500 Value ETF
IVE
$49.8B
$54.7K 0.04%
259
– –
XLP icon
109
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$44.9K 0.03%
548
– –
AMKR icon
110
Amkor Technology
AMKR
$13.7B
$44.5K 0.03%
989
-1,635
-62% -$78.3K
CMCO icon
111
Columbus McKinnon
CMCO
$584M
$41.5K 0.03%
2,857
-639
-18% -$11.9K
COHU icon
112
Cohu
COHU
$2.5B
$41K 0.03%
1,339
-589
-31% -$17.3K
APLE icon
113
Apple Hospitality REIT
APLE
$3.82B
$40.9K 0.03%
3,554
-1,429
-29% -$17.3K
BOOM icon
114
DMC Global
BOOM
$157M
$40.2K 0.03%
7,708
-452
-6% -$3.15K
CMCSA icon
115
Comcast
CMCSA
$90B
$38.8K 0.03%
1,350
-33,423
-96% -$1M
SDY icon
116
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$37.5K 0.02%
257
-177
-41% -$26.4K
HPQ icon
117
HP
HPQ
$27.5B
$37.3K 0.02%
1,942
– –
IJK icon
118
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$37K 0.02%
368
– –
DFH icon
119
Dream Finders Homes
DFH
$1.36B
$36.9K 0.02%
2,649
-664
-20% -$11.8K
PGF icon
120
Invesco Financial Preferred ETF
PGF
$672M
$35.6K 0.02%
2,588
– –
IJT icon
121
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.41B
$33.6K 0.02%
232
– –
IJJ icon
122
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
$32.3K 0.02%
244
– –
IJS icon
123
iShares S&P Small-Cap 600 Value ETF
IJS
$8.37B
$28.9K 0.02%
244
– –
SJNK icon
124
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.8B
$24.3K 0.02%
973
-878
-47% -$22.1K
TSLA icon
125
Tesla
TSLA
$1.3T
$18.6K 0.01%
50
– –
3 4
5
6 7

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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.