Palouse Capital Management, Inc. — 13F Holdings & Portfolio
CIK 1056516 · latest 13F-HR filed 2026-04-24
Palouse Capital Management, Inc. manages $151.2M in 13F-reported U.S. long-equity assets across 135 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MSFT (3.82%), BKR (3.61%), TSN (3.23%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 14 new positions, exited 41, added to 25, and trimmed 69.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$151.2M
Long-equity book
135
Distinct positions
2026-03-31
Filed 2026-04-24
+14 / −41 / ↑25 / ↓69
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- GENERAL MILLS INC$1.5M +98.3%
- NVIDIA CORPORATION$1.4M +905.6%
- BAKER HUGHES COMPANY$1.1M +25.6%
- QUALCOMM INC$965.4K +34.1%
- AKAMAI TECHNOLOGIES INC$775.2K +34.0%
Top Trims
- LOCKHEED MARTIN CORP-$2.7M -97.6%
- KEYCORP-$1.5M -46.2%
- SPDR SERIES TRUST-$1.4M -26.0%
- STATE STR SPDR S&P 500 ETF T-$1.3M -50.3%
- THERMO FISHER SCIENTIFIC INC-$1.2M -83.6%
New Positions
- DELL TECHNOLOGIES INC$2.9M
- SANOFI SA$2.6M
- AMERICAN TOWER CORP$2.4M
- JACOBS SOLUTIONS INC$2.3M
- HEWLETT PACKARD ENTERPRISE C$2.1M
Exited Positions
- TARGET CORP$3.3M
- NEWMONT CORP$3.0M
- NUTRIEN LTD$2.5M
- ALEXANDRIA REAL ESTATE EQ IN$1.4M
- ADOBE INC$1.4M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 594918104 | $5.8M | 3.82% | 15,622 | SH |
| 2 | BAKER HUGHES COMPANY | BKR | 05722G100 | $5.5M | 3.61% | 89,441 | SH |
| 3 | TYSON FOODS INC | TSN | 902494103 | $4.9M | 3.23% | 76,204 | SH |
| 4 | PIMCO ETF TR | PYLD | 72201R585 | $4.2M | 2.78% | 160,589 | SH |
| 5 | SPDR SERIES TRUST | BIL | 78468R663 | $4.1M | 2.71% | 44,750 | SH |
| 6 | NETAPP INC | NTAP | 64110D104 | $4.1M | 2.70% | 39,855 | SH |
| 7 | TEXAS INSTRS INC | TXN | 882508104 | $4.1M | 2.69% | 20,943 | SH |
| 8 | UNITED PARCEL SVCS INC | UPS | 911312106 | $3.9M | 2.59% | 39,789 | SH |
| 9 | ALPHABET INC | GOOGL | 02079K305 | $3.9M | 2.58% | 13,575 | SH |
| 10 | QUALCOMM INC | QCOM | 747525103 | $3.8M | 2.51% | 29,467 | SH |
| 11 | LAMAR ADVERTISING CO | LAMR | 512816109 | $3.7M | 2.41% | 28,820 | SH |
| 12 | HUNTINGTON BANCSHARES INC | HBAN | 446150104 | $3.6M | 2.38% | 229,594 | SH |
| 13 | DEVON ENERGY CORP NEW | DVN | 25179M103 | $3.5M | 2.34% | 70,235 | SH |
| 14 | CITIGROUP INC | C | 172967424 | $3.5M | 2.32% | 30,926 | SH |
| 15 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $3.4M | 2.25% | 12,575 | SH |
| 16 | MICRON TECHNOLOGY INC | MU | 595112103 | $3.2M | 2.13% | 9,528 | SH |
| 17 | AKAMAI TECHNOLOGIES INC | AKAM | 00971T101 | $3.1M | 2.02% | 26,594 | SH |
| 18 | GENERAL MILLS INC | GIS | 370334104 | $3.0M | 2.01% | 81,627 | SH |
| 19 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $2.9M | 1.95% | 17,962 | SH |
| 20 | PFIZER INC | PFE | 717081103 | $2.8M | 1.84% | 99,068 | SH |
| 21 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $2.8M | 1.84% | 55,335 | SH |
| 22 | SANOFI SA | SNY | 80105N105 | $2.6M | 1.73% | 54,374 | SH |
| 23 | CISCO SYS INC | CSCO | 17275R102 | $2.6M | 1.73% | 33,750 | SH |
| 24 | ONEOK INC NEW | OKE | 682680103 | $2.6M | 1.72% | 28,782 | SH |
| 25 | MARSH & MCLENNAN COS INC | MRSH | 571748102 | $2.4M | 1.59% | 13,866 | SH |
| 26 | MEDTRONIC PLC | MDT | G5960L103 | $2.4M | 1.59% | 27,752 | SH |
| 27 | AMERICAN TOWER CORP | AMT | 03027X100 | $2.4M | 1.58% | 13,884 | SH |
| 28 | ISHARES TR | PFF | 464288687 | $2.3M | 1.55% | 77,496 | SH |
| 29 | BOEING CO | BAPA | 097023204 | $2.3M | 1.52% | 35,425 | SH |
| 30 | JACOBS SOLUTIONS INC | J | 46982L108 | $2.3M | 1.50% | 17,866 | SH |
| 31 | HONEYWELL INTL INC | HON | 438516106 | $2.1M | 1.41% | 9,438 | SH |
| 32 | HEWLETT PACKARD ENTERPRISE C | HPE | 42824C109 | $2.1M | 1.38% | 87,604 | SH |
| 33 | EAST WEST BANCORP INC | EWBC | 27579R104 | $2.1M | 1.36% | 19,223 | SH |
| 34 | STARBUCKS CORP | SBUX | 855244109 | $2.0M | 1.33% | 22,481 | SH |
| 35 | HEWLETT PACKARD ENTERPRISE C | — | 174610601 | $2.0M | 1.30% | 30,453 | SH |
| 36 | ORACLE CORP | ORCLPD | 68389X204 | $1.9M | 1.29% | 43,266 | SH |
| 37 | ALPS ETF TR | AMLP | 00162Q452 | $1.9M | 1.24% | 35,592 | SH |
| 38 | DISNEY WALT CO | DIS | 254687106 | $1.8M | 1.22% | 19,068 | SH |
| 39 | AT&T INC | T | 00206R102 | $1.8M | 1.21% | 62,867 | SH |
| 40 | REGENERON PHARMACEUTICALS | REGN | 75886F107 | $1.8M | 1.19% | 2,334 | SH |
| 41 | KEYCORP | KEY | 493267108 | $1.8M | 1.18% | 89,343 | SH |
| 42 | META PLATFORMS INC | META | 30303M102 | $1.8M | 1.18% | 3,109 | SH |
| 43 | EVEREST GROUP LTD | EG | G3223R108 | $1.7M | 1.15% | 5,340 | SH |
| 44 | ELEVANCE HEALTH INC FORMERLY | ELV | 036752103 | $1.6M | 1.06% | 5,493 | SH |
| 45 | BECTON DICKINSON & CO | BDX | 075887109 | $1.6M | 1.03% | 9,890 | SH |
| 46 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.5M | 1.00% | 8,646 | SH |
| 47 | AMAZON COM INC | AMZN | 023135106 | $1.5M | 0.98% | 7,135 | SH |
| 48 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.3M | 0.88% | 2,047 | SH |
| 49 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $1.2M | 0.81% | 6,044 | SH |
| 50 | PAYPAL HLDGS INC | PYPL | 70450Y103 | $1.2M | 0.80% | 26,772 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-24 | $151.2M | 135 | 0001056516-26-000002 |
| 2025-12-31 | 2026-01-23 | $156.1M | 162 | 0001056516-26-000001 |