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PCM

Palouse Capital Management Portfolio holdings

AUM $160M
1-Year Est. Return 36.15%
This Fund
S&P 500
This Quarter Est. Return
+22.55%
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
$160M
AUM Growth
+$9.14M
Cap. Flow
-$15.3M
Cap. Flow %
-9.52%
Top 10 Hldgs %
29.22%
Holding
144
New
9
Increased
24
Reduced
62
Closed
20

Top Buys

Rank Stock Value
1
SJM icon
J.M. Smucker
SJM
+$3.43M
2
VST icon
Vistra
VST
+$3.08M
3
HPE.PRC
Hewlett Packard Enterprise 7.625% Series C Preferred Stock
HPE.PRC
+$2.8M
4
MDT icon
Medtronic
MDT
+$2.36M
5
T icon
AT&T
T
+$2.29M

Top Sells

Rank Stock Value
1
MU icon
Micron Technology
MU
+$4.8M
2
AKAM icon
Akamai
AKAM
+$3.11M
3
CSCO icon
Cisco
CSCO
+$2.9M
4
DELL icon
Dell
DELL
+$2.57M
5
AMD icon
Advanced Micro Devices
AMD
+$2.43M

Sector Composition

Rank Sector Weight
1 Technology 23.02%
2 Healthcare 13%
3 Financials 10.32%
4 Communication Services 8.67%
5 Consumer Staples 7.36%

No holdings matched the selected filter criteria.

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Palouse Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, Palouse Capital Management held 144 positions worth $160M, up 6% from $151M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Palouse Capital Management withdrew a net $15.3M in Q2 2026, closing 20 positions and reducing 62 holdings. Its most notable exit was Starbucks, an estimated $2.01M position sold in full.

By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 25% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Palouse Capital Management opened a new position in J.M. Smucker worth $3.79M.

  • Palouse Capital Management's largest Q2 2026 buy was J.M. Smucker: 33,705 shares worth $3.79M.
  • Palouse Capital Management added most to Medtronic in Q2 2026, an estimated $2.36M increase.
  • Palouse Capital Management's biggest Q2 2026 reduction was Micron Technology, cutting an estimated $4.8M.
  • Palouse Capital Management fully exited Starbucks in Q2 2026, selling an estimated $2.01M.
  • Palouse Capital Management's ten largest holdings make up 29% of its $160M portfolio in Q2 2026.
  • Palouse Capital Management opened 9 new positions and closed 20 in Q2 2026.
  • Palouse Capital Management's portfolio value rose 6% quarter-over-quarter to $160M.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.