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

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $151.5M $151.5M Q1 2024 Q2 2024: $149.0M Q2 2024 Q3 2024: $158.3M Q3 2024 Q4 2024: $150.4M Q4 2024 Q1 2025: $146.5M Q1 2025 Q2 2025: $148.9M Q2 2025 Q3 2025: $154.4M Q3 2025 Q4 2025: $153.5M Q4 2025 Q1 2026: $147.0M Q1 2026 Q2 2026: $150.7M Q2 2026

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
CATY Cathay General Bancorp 0.06% 2,500 $95K New
SBUX Starbucks Corp. 0.06% 1,000 $91K New
NWN Northwest Natural Holding Co. 0.06% 2,352 $88K New
OC Owens Corning 0.06% 524 $87K New
PGX Invesco Preferred ETF 0.05% 6,956 $83K New
NVDA Nvidia Corp. 0.05% 85 $77K New
WAL Western Alliance Bancorp 0.05% 1,184 $76K New
THO Thor Industries Inc. 0.05% 634 $74K New
CI The Cigna Group 0.05% 194 $70K New
JNK SS SPDR BB High Yield Bond 0.05% 737 $70K New
PEP Pepsico Inc. 0.05% 400 $70K New
IWB iShares Russell 1000 ETF 0.05% 241 $69K New
HPQ HP Inc. 0.04% 1,942 $59K New
JPM JPMorgan Chase & Co. 0.03% 250 $50K New
IVE iShares S&P 500 Value ETF 0.03% 259 $48K New
SCHM Schwab US Mid Cap ETF 0.03% 591 $48K New
PG The Procter & Gamble Co. 0.03% 286 $46K New
XLP SS Consumer Staples Sel Sect 0.03% 548 $42K New
PGF Invesco Financial Preferred 0.03% 2,588 $39K New
SDY SS SPDR S&P Dividend ETF 0.02% 256 $34K Reduce -96.9%
IJK iShares S&P Mid-Cap 400 Grow 0.02% 368 $34K New
IJT iShares S&P Small-Cap 600 GR 0.02% 232 $30K New
IJJ iShares S&P Mid-Cap 400 Valu 0.02% 244 $29K New
IJS iShares S&P Small-Cap 600 Va 0.02% 244 $25K New
BMY Bristol-Myers Squibb Co. 0.01% 400 $22K New
DVAX Dynavax Technologies Corp. 0.01% 1,260 $16K New
BA The Boeing Co. 0.01% 75 $14K New
WRK Westrock Co. 0.01% 223 $11K New
WYNN WYNN Resorts Ltd. 0.01% 100 $10K New
MKSI MKS Inc. filed as MKS INSTRS INC 0.01% 74 $10K New
TSLA Tesla Inc. 0.01% 50 $9K New
PBH Prestige Consumer Healthcare 0.01% 116 $8K New
CAH Cardinal Health Inc. 0.01% 75 $8K New
ITGR Integer Holdings Corp. 0.00% 64 $7K New
WBS Webster Financial Corp. 0.00% 126 $6K New
SCHZ Schwab US Aggregate Bond ETF 0.00% 132 $6K New
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.00% 100 $5K New
ZBH Zimmer Biomet Holdings Inc. 0.00% 40 $5K New
BANC Banc of California Inc. 0.00% 340 $5K New
GVA Granite Construction Inc. 0.00% 67 $4K New
BROS Dutch Bros Inc. Class A 0.00% 100 $3K New
TRV The Travelers Cos Inc. 0.00% 14 $3K New
EMN Eastman Chemical Co. 0.00% 25 $3K New
APOG Apogee Enterprises Inc. 0.00% 1 $30 New
MEI Methode Electronics Inc. 0.00% 1 $6 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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 120$150.7MNTAP, MSFT, PYLD, QCOM, UNH
Q1 2026 133$147.0MMSFT, BKR, TSN, PYLD, BIL
Q4 2025 161$153.5MBIL, MSFT, TSN, GOOGL, C
Q3 2025 133$154.4MMSFT, NTAP, BIL, BKR, UNH
Q2 2025 127$148.9MMSFT, NEM, BIL, NTAP, UNH
Q1 2025 136$146.5MBIL, BKR, TSN, NEM, MSFT
Q4 2024 139$150.4MBIL, MSFT, BLK, SBUX, HBAN
Q3 2024Amended 122$158.3MMSFT, NEM, BIL, SBUX, BLK
Q2 2024 117$149.0MMSFT, BIL, PFE, VCIT, TSN
Q1 2024 145$151.5MMSFT, BIL, TSN, TGT, VCIT