Palouse Capital Management, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Palouse Capital Management, Inc. reported 145 stock positions worth $151.5 million. Its top holding was Microsoft (MSFT) at 3.4% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 3.1%) and Tyson Foods Class A (TSN, 2.9%). Compared with Q4 2023, it opened 82 new positions, sold out of 6, added to 10 and reduced 53. The biggest buy was a new position in General Mills (GIS) and the biggest sale an exit from Home Depot (HD).
- Most Recent 13F
- Q2 2026
- Location
- SPOKANE, WA
- CIK
- 0001056516
- Portfolio Value
- $151.5M (Q1 2024)
- SEC Filing
- 0001056516-24-000003 ↗ filed May 15, 2024
Holdings Value
Holdings 145 stocks · $151.5M
| MSFT Microsoft Corp. | 3.36% | 12,089 | $5.1M | Reduce -7.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.11% | 51,336 | $4.7M | Reduce -5.1% |
| TSN Tyson Foods Inc. Class A | 2.89% | 74,553 | $4.4M | Reduce -0.9% |
| TGT Target Corp. | 2.83% | 24,214 | $4.3M | Reduce -1.8% |
| VCIT Vanguard Int-Term Corporate | 2.82% | 52,974 | $4.3M | Reduce -2.0% |
| PFE Pfizer Inc. | 2.78% | 151,803 | $4.2M | Reduce -3.4% |
| HBAN Huntington Bancshares Inc. | 2.66% | 289,178 | $4.0M | Reduce -6.6% |
| BLK BlackRock Finance Inc. | 2.65% | 4,821 | $4.0M | Reduce -6.5% |
| LAMR Lamar Advertising Co. Class A | 2.63% | 33,403 | $4.0M | Reduce -6.5% |
| DVN Devon Energy Corp. | 2.59% | 78,232 | $3.9M | Reduce -4.4% |
| C Citigroup Inc. | 2.58% | 61,823 | $3.9M | Reduce -5.3% |
| GIS General Mills Inc. | 2.52% | 54,470 | $3.8M | New |
| BKR Baker Hughes Co. | 2.48% | 111,961 | $3.8M | Reduce -5.1% |
| KDP Keurig Dr Pepper Inc. | 2.32% | 114,432 | $3.5M | New |
| NEM Newmont Corp. | 2.31% | 97,597 | $3.5M | Add +34.0% |
| EOG EOG Resources Inc. | 2.28% | 27,005 | $3.5M | Reduce -4.8% |
| APD Air Products & Chemicals Inc. | 2.07% | 12,938 | $3.1M | Add +67.9% |
| PFF iShares Preferred & Income S | 2.00% | 94,131 | $3.0M | Reduce -6.2% |
| NTAP Netapp Inc. | 1.99% | 28,750 | $3.0M | Reduce -7.3% |
| QCOM Qualcomm Inc. | 1.99% | 17,795 | $3.0M | Reduce -10.2% |
| KEY Keycorp | 1.94% | 186,205 | $2.9M | Reduce -9.2% |
| AVGO Broadcom Inc. | 1.61% | 1,835 | $2.4M | Reduce -6.1% |
| UNH Unitedhealth Group Inc. | 1.60% | 4,902 | $2.4M | Add +4.0% |
| NXPI NXP Semiconductors NV | 1.57% | 9,609 | $2.4M | Reduce -6.4% |
| MDT Medtronic PLC | 1.53% | 26,624 | $2.3M | Reduce -5.7% |
| LRCX Lam Research Corp. | 1.51% | 2,358 | $2.3M | Reduce -8.5% |
| AAPL Apple Inc. | 1.49% | 13,150 | $2.3M | Add +19.6% |
| KHC The Kraft Heinz Co. | 1.43% | 58,575 | $2.2M | Reduce -6.3% |
| GS Goldman Sachs Group Inc. | 1.42% | 5,144 | $2.1M | Reduce -9.2% |
| IP International Paper Co. | 1.39% | 53,890 | $2.1M | Reduce -5.6% |
| CVS CVS Health Corp. | 1.34% | 25,395 | $2.0M | Reduce -5.0% |
| EWBC East West Bancorp Inc. | 1.31% | 25,172 | $2.0M | Reduce -4.4% |
| UPS United Parcel Service Class B | 1.31% | 13,364 | $2.0M | Add +5.2% |
| AMLP Alerian MLP ETF | 1.26% | 40,286 | $1.9M | Reduce -4.3% |
| FDX FedEx Corp. | 1.25% | 6,546 | $1.9M | Reduce -3.0% |
| GOOGL Alphabet Inc. Class A | 1.25% | 12,564 | $1.9M | Reduce -5.0% |
| T AT&T Inc. | 1.23% | 106,017 | $1.9M | Reduce -4.2% |
| CMCSA Comcast Corp. Class A | 1.21% | 42,355 | $1.8M | Reduce -5.4% |
| KVUE Kenvue Inc. | 1.21% | 85,068 | $1.8M | Reduce -2.3% |
| GLW Corning Inc. | 1.20% | 55,373 | $1.8M | Add +0.5% |
| IPG Interpublic Group of Cos Inc. | 1.19% | 55,398 | $1.8M | Reduce -4.9% |
| META Meta Platforms Inc. Class A | 1.09% | 3,397 | $1.6M | Reduce -40.1% |
| FISV Fiserv Inc. | 1.08% | 10,241 | $1.6M | Reduce -5.8% |
| EBAY eBay Inc. | 1.05% | 30,102 | $1.6M | Reduce -4.5% |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 0.97% | 18,519 | $1.5M | Add +9.2% |
| TMO Thermo Fisher Scientific Inc. | 0.97% | 2,519 | $1.5M | Reduce -4.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.96% | 2,767 | $1.4M | Reduce -11.6% |
| RTX RTX Corp. | 0.92% | 14,323 | $1.4M | Reduce -6.8% |
| PYPL PayPal Holdings Inc. | 0.91% | 20,615 | $1.4M | Add +30.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.89% | 10,994 | $1.3M | Reduce -4.4% |
| AMZN Amazon.com Inc. | 0.81% | 6,774 | $1.2M | Reduce -4.1% |
| AKAM Akamai Technologies Inc. | 0.78% | 10,895 | $1.2M | Add +8.9% |
| INCY Incyte Corp. | 0.75% | 19,923 | $1.1M | New |
| EA Electronic Arts Inc. | 0.68% | 7,718 | $1.0M | Reduce -5.4% |
| WHR Whirlpool Corp. | 0.54% | 6,885 | $824K | Reduce -8.9% |
| JNJ Johnson & Johnson | 0.53% | 5,047 | $798K | Reduce -9.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.45% | 6,266 | $682K | Reduce -18.3% |
| CSCO Cisco Systems Inc. | 0.45% | 13,578 | $678K | Add +1.3% |
| BDX Becton Dickinson and Co. | 0.41% | 2,484 | $615K | Reduce -7.9% |
| VRP Invesco Variable Rate Prefer | 0.35% | 22,071 | $525K | Reduce -19.7% |
| SCHX Schwab US Large-Cap ETF | 0.18% | 4,289 | $266K | Reduce -28.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.17% | 2,000 | $257K | New |
| BOOM DMC Global Inc. | 0.15% | 11,605 | $226K | New |
| MHK Mohawk Industries Inc. | 0.14% | 1,678 | $220K | New |
| MTH Meritage Homes Corp. | 0.14% | 1,245 | $218K | Reduce -5.3% |
| BRC Brady Corporation Class A | 0.14% | 3,684 | $218K | New |
| IVW iShares S&P 500 Growth ETF | 0.14% | 2,480 | $209K | New |
| KELYA Kelly Services Inc. Class A | 0.13% | 7,804 | $195K | New |
| ABM Abm Industries Inc. | 0.13% | 4,336 | $193K | New |
| MCB Metropolitan Bank Holding Co. | 0.13% | 4,948 | $190K | New |
| MGPI MGP Ingredients Inc. | 0.12% | 2,160 | $186K | New |
| OZK Bank Ozk | 0.12% | 4,062 | $185K | New |
| DGII Digi International Inc. | 0.12% | 5,680 | $181K | New |
| UPBD Upbound Group Inc. | 0.12% | 5,119 | $180K | New |
| ENS Enersys | 0.12% | 1,868 | $176K | New |
| MMSI Merit Medical Systems Inc. | 0.12% | 2,310 | $175K | New |
| PFGC Performance Food Group Co. | 0.11% | 2,327 | $174K | New |
| SCHG Schwab US Large-Cap Growth | 0.11% | 1,866 | $173K | Reduce -25.2% |
| SCHA Schwab US Small-Cap ETF | 0.11% | 3,459 | $170K | Reduce -33.3% |
| NVST Envista Holdings Corp. | 0.11% | 7,788 | $167K | New |
| UCTT Ultra Clean Holdings Inc. | 0.11% | 3,565 | $164K | New |
| CVX Chevron Corp. | 0.11% | 1,024 | $162K | New |
| SSTK Shutterstock Inc. | 0.10% | 3,212 | $147K | New |
| COST Costco Wholesale Corp. | 0.10% | 200 | $147K | New |
| AX Axos Financial Inc. | 0.10% | 2,704 | $146K | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.10% | 1,871 | $145K | Reduce -69.4% |
| CNOB Connectone Bancorp Inc. | 0.09% | 6,906 | $135K | New |
| SMLR Semler Scientific Inc. | 0.08% | 4,320 | $126K | New |
| SCHD Schwab US DVD Equity ETF | 0.08% | 1,492 | $120K | New |
| SJNK SS SPDR BB St Hi Yield ETF | 0.08% | 4,719 | $119K | New |
| PFBC Preferred Bank/Los Angeles | 0.07% | 1,472 | $113K | New |
| VRNT Verint Systems Inc. | 0.07% | 3,344 | $111K | New |
| BDC Belden Inc. | 0.07% | 1,175 | $109K | New |
| CSV Carriage Services Inc. | 0.07% | 3,932 | $106K | New |
| COHU Cohu Inc. | 0.07% | 3,182 | $106K | New |
| INGR Ingredion Inc. | 0.07% | 894 | $104K | New |
| IWD iShares Russell 1000 Value E | 0.07% | 577 | $103K | New |
| USFD US Foods Holding Corp. | 0.07% | 1,911 | $103K | New |
| BC Brunswick Corp. | 0.07% | 1,066 | $103K | New |
| VCLT Vanguard Long-Term Corp. Bond | 0.07% | 1,298 | $102K | New |
Portfolio Sells Q4 2023 → Q1 2024
| HD Home Depot Inc. | Sold out | 0.00% | −1.36 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −1.24 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −1.09 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.88 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.80 |
| SDY SS SPDR S&P Dividend ETF | Reduce -96.9% | 0.02% | −0.70 |
| PFE Pfizer Inc. | Reduce -3.4% | 2.78% | −0.42 |
| VTRS Viatris Inc. | Sold out | 0.00% | −0.39 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -5.1% | 3.11% | −0.39 |
| BKR Baker Hughes Co. | Reduce -5.1% | 2.48% | −0.37 |
| META Meta Platforms Inc. Class A | Reduce -40.1% | 1.09% | −0.33 |
| BLK BlackRock Finance Inc. | Reduce -6.5% | 2.65% | −0.31 |
| VCIT Vanguard Int-Term Corporate | Reduce -2.0% | 2.82% | −0.29 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -69.4% | 0.10% | −0.24 |
| PFF iShares Preferred & Income S | Reduce -6.2% | 2.00% | −0.21 |
| KHC The Kraft Heinz Co. | Reduce -6.3% | 1.43% | −0.21 |
| CMCSA Comcast Corp. Class A | Reduce -5.4% | 1.21% | −0.18 |
| CVS CVS Health Corp. | Reduce -5.0% | 1.34% | −0.16 |
| IPG Interpublic Group of Cos Inc. | Reduce -4.9% | 1.19% | −0.15 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -18.3% | 0.45% | −0.15 |
| EOG EOG Resources Inc. | Reduce -4.8% | 2.28% | −0.15 |
| KEY Keycorp | Reduce -9.2% | 1.94% | −0.14 |
| GS Goldman Sachs Group Inc. | Reduce -9.2% | 1.42% | −0.13 |
| HBAN Huntington Bancshares Inc. | Reduce -6.6% | 2.66% | −0.12 |
| KVUE Kenvue Inc. | Reduce -2.3% | 1.21% | −0.12 |
| MSFT Microsoft Corp. | Reduce -7.5% | 3.36% | −0.12 |
| EA Electronic Arts Inc. | Reduce -5.4% | 0.68% | −0.11 |
| MDT Medtronic PLC | Reduce -5.7% | 1.53% | −0.11 |
| WHR Whirlpool Corp. | Reduce -8.9% | 0.54% | −0.11 |
| VRP Invesco Variable Rate Prefer | Reduce -19.7% | 0.35% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -11.6% | 0.96% | −0.10 |
| NXPI NXP Semiconductors NV | Reduce -6.4% | 1.57% | −0.10 |
| JNJ Johnson & Johnson | Reduce -9.2% | 0.53% | −0.09 |
| T AT&T Inc. | Reduce -4.2% | 1.23% | −0.08 |
| IP International Paper Co. | Reduce -5.6% | 1.39% | −0.07 |
| SCHX Schwab US Large-Cap ETF | Reduce -28.5% | 0.18% | −0.06 |
| SCHA Schwab US Small-Cap ETF | Reduce -33.3% | 0.11% | −0.06 |
| BDX Becton Dickinson and Co. | Reduce -7.9% | 0.41% | −0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -5.0% | 1.25% | −0.05 |
| LAMR Lamar Advertising Co. Class A | Reduce -6.5% | 2.63% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -10.2% | 1.99% | −0.04 |
| SCHG Schwab US Large-Cap Growth | Reduce -25.2% | 0.11% | −0.03 |
| DVN Devon Energy Corp. | Reduce -4.4% | 2.59% | −0.03 |
| EWBC East West Bancorp Inc. | Reduce -4.4% | 1.31% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.2% | 0.97% | −0.02 |
| MTH Meritage Homes Corp. | Reduce -5.3% | 0.14% | −0.02 |
| AMLP Alerian MLP ETF | Reduce -4.3% | 1.26% | −0.00 |
| RTX RTX Corp. | Reduce -6.8% | 0.92% | +0.01 |
| TSN Tyson Foods Inc. Class A | Reduce -0.9% | 2.89% | +0.03 |
| FDX FedEx Corp. | Reduce -3.0% | 1.25% | +0.05 |
Portfolio Buys Q4 2023 → Q1 2024
| GIS General Mills Inc. | New | 2.52% | +2.52 |
| KDP Keurig Dr Pepper Inc. | New | 2.32% | +2.32 |
| INCY Incyte Corp. | New | 0.75% | +0.75 |
| APD Air Products & Chemicals Inc. | Add +67.9% | 2.07% | +0.58 |
| PYPL PayPal Holdings Inc. | Add +30.3% | 0.91% | +0.22 |
| NEM Newmont Corp. | Add +34.0% | 2.31% | +0.18 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.17% | +0.17 |
| BOOM DMC Global Inc. | New | 0.15% | +0.15 |
| MHK Mohawk Industries Inc. | New | 0.14% | +0.14 |
| BRC Brady Corporation Class A | New | 0.14% | +0.14 |
| IVW iShares S&P 500 Growth ETF | New | 0.14% | +0.14 |
| KELYA Kelly Services Inc. Class A | New | 0.13% | +0.13 |
| ABM Abm Industries Inc. | New | 0.13% | +0.13 |
| MCB Metropolitan Bank Holding Co. | New | 0.13% | +0.13 |
| MGPI MGP Ingredients Inc. | New | 0.12% | +0.12 |
| OZK Bank Ozk | New | 0.12% | +0.12 |
| DGII Digi International Inc. | New | 0.12% | +0.12 |
| UPBD Upbound Group Inc. | New | 0.12% | +0.12 |
| ENS Enersys | New | 0.12% | +0.12 |
| MMSI Merit Medical Systems Inc. | New | 0.12% | +0.12 |
| PFGC Performance Food Group Co. | New | 0.11% | +0.11 |
| NVST Envista Holdings Corp. | New | 0.11% | +0.11 |
| UCTT Ultra Clean Holdings Inc. | New | 0.11% | +0.11 |
| CVX Chevron Corp. | New | 0.11% | +0.11 |
| SSTK Shutterstock Inc. | New | 0.10% | +0.10 |
| COST Costco Wholesale Corp. | New | 0.10% | +0.10 |
| AX Axos Financial Inc. | New | 0.10% | +0.10 |
| CNOB Connectone Bancorp Inc. | New | 0.09% | +0.09 |
| SMLR Semler Scientific Inc. | New | 0.08% | +0.08 |
| SCHD Schwab US DVD Equity ETF | New | 0.08% | +0.08 |
| SJNK SS SPDR BB St Hi Yield ETF | New | 0.08% | +0.08 |
| PFBC Preferred Bank/Los Angeles | New | 0.07% | +0.07 |
| VRNT Verint Systems Inc. | New | 0.07% | +0.07 |
| BDC Belden Inc. | New | 0.07% | +0.07 |
| CSV Carriage Services Inc. | New | 0.07% | +0.07 |
| COHU Cohu Inc. | New | 0.07% | +0.07 |
| INGR Ingredion Inc. | New | 0.07% | +0.07 |
| IWD iShares Russell 1000 Value E | New | 0.07% | +0.07 |
| USFD US Foods Holding Corp. | New | 0.07% | +0.07 |
| BC Brunswick Corp. | New | 0.07% | +0.07 |
| VCLT Vanguard Long-Term Corp. Bond | New | 0.07% | +0.07 |
| CATY Cathay General Bancorp | New | 0.06% | +0.06 |
| SBUX Starbucks Corp. | New | 0.06% | +0.06 |
| NWN Northwest Natural Holding Co. | New | 0.06% | +0.06 |
| OC Owens Corning | New | 0.06% | +0.06 |
| PGX Invesco Preferred ETF | New | 0.05% | +0.05 |
| NVDA Nvidia Corp. | New | 0.05% | +0.05 |
| WAL Western Alliance Bancorp | New | 0.05% | +0.05 |
| THO Thor Industries Inc. | New | 0.05% | +0.05 |
| CI The Cigna Group | New | 0.05% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 120 | $150.7M | NTAP, MSFT, PYLD, QCOM, UNH |
| Q1 2026 | 133 | $147.0M | MSFT, BKR, TSN, PYLD, BIL |
| Q4 2025 | 161 | $153.5M | BIL, MSFT, TSN, GOOGL, C |
| Q3 2025 | 133 | $154.4M | MSFT, NTAP, BIL, BKR, UNH |
| Q2 2025 | 127 | $148.9M | MSFT, NEM, BIL, NTAP, UNH |
| Q1 2025 | 136 | $146.5M | BIL, BKR, TSN, NEM, MSFT |
| Q4 2024 | 139 | $150.4M | BIL, MSFT, BLK, SBUX, HBAN |
| Q3 2024Amended | 122 | $158.3M | MSFT, NEM, BIL, SBUX, BLK |
| Q2 2024 | 117 | $149.0M | MSFT, BIL, PFE, VCIT, TSN |
| Q1 2024 | 145 | $151.5M | MSFT, BIL, TSN, TGT, VCIT |