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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
VCLT icon
126
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.81B
$8.15K 0.01%
105
-49,698
-100% -$3.78M
IWB icon
127
iShares Russell 1000 ETF
IWB
$50.2B
$8.04K 0.01%
22
– –
SCHZ icon
128
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$6.2K ﹤0.01%
264
– –
BROS icon
129
Dutch Bros
BROS
$9.26B
$5.23K ﹤0.01%
100
– –
XLF icon
130
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$4.04K ﹤0.01%
75
– –
ORC
131
Orchid Island Capital
ORC
$1.31B
$1.58K ﹤0.01%
225
– –
APOG icon
132
Apogee Enterprises
APOG
$908M
$22 ﹤0.01%
1
– –
CNOB icon
133
Center Bancorp
CNOB
$1.78B
$12 ﹤0.01%
1
– –
MEI icon
134
Methode Electronics
MEI
$592M
$4 ﹤0.01%
1
– –
BLK icon
135
Blackrock
BLK
$176B
– –
-3,877
Closed -$4.07M
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.