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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
TSLA icon
126
Tesla
TSLA
$1.3T
$22.5K 0.01%
50
– –
IUSB icon
127
iShares Core Universal USD Bond ETF
IUSB
$43.3B
$22.2K 0.01%
+477
New +$22.3K
DVAX
128
DELISTED
Dynavax Technologies
DVAX
$19.4K 0.01%
1,260
– –
TPR icon
129
Tapestry
TPR
$32.8B
$18.5K 0.01%
+145
New +$16.6K
BA icon
130
Boeing
BA
$185B
$16.3K 0.01%
75
– –
VRNT
131
DELISTED
Verint Systems
VRNT
$13.7K 0.01%
669
-8,500
-93% -$172K
INTC icon
132
Intel
INTC
$513B
$13.4K 0.01%
+363
New +$13.7K
WYNN icon
133
Wynn Resorts
WYNN
$10.6B
$12K 0.01%
100
– –
VO icon
134
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$11K 0.01%
+152
New +$11.1K
IEFA icon
135
iShares Core MSCI EAFE ETF
IEFA
$196B
$10.9K 0.01%
+122
New +$10.8K
BKNG icon
136
Booking.com
BKNG
$161B
$10.7K 0.01%
+50
New +$10.3K
MRK icon
137
Merck
MRK
$318B
$10.5K 0.01%
+100
New +$9.39K
USHY icon
138
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$10.1K 0.01%
+271
New +$10.1K
SSTK icon
139
Shutterstock
SSTK
$219M
$9K 0.01%
471
-4,486
-90% -$95.9K
GSLC icon
140
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16B
$8.6K 0.01%
+65
New +$8.52K
IWB icon
141
iShares Russell 1000 ETF
IWB
$50.2B
$8.22K 0.01%
22
– –
EMB icon
142
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$7.51K ﹤0.01%
+78
New +$7.5K
SCHZ icon
143
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$6.17K ﹤0.01%
264
– –
BROS icon
144
Dutch Bros
BROS
$9.26B
$6.12K ﹤0.01%
100
– –
VMBS icon
145
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.7B
$5.79K ﹤0.01%
+123
New +$5.79K
HGER icon
146
Harbor Commodity All-Weather Strategy ETF
HGER
$3.85B
$4.54K ﹤0.01%
+183
New +$4.77K
IJH icon
147
iShares Core S&P Mid-Cap ETF
IJH
$127B
$4.36K ﹤0.01%
+66
New +$4.32K
XLF icon
148
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$4.11K ﹤0.01%
75
– –
IEMG icon
149
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$3.29K ﹤0.01%
+49
New +$3.29K
BLK icon
150
Blackrock
BLK
$176B
$3.21K ﹤0.01%
+3
New +$3.28K
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.