Palouse Capital Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), Palouse Capital Management, Inc. reported 139 stock positions worth $150.4 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 3.7% of the portfolio, followed by Microsoft (MSFT, 3.2%) and BlackRock (BLK, 3.0%). Compared with Q3 2024, it opened 20 new positions, sold out of 3, added to 24 and reduced 65. The biggest buy was a new position in Elevance Health (ELV) and the biggest sale Corning (GLW, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- SPOKANE, WA
- CIK
- 0001056516
- Portfolio Value
- $150.4M (Q4 2024)
- SEC Filing
- 0001056516-25-000001 ↗ filed Jan 30, 2025
Holdings Value
Holdings 139 stocks · $150.4M
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.66% | 60,271 | $5.5M | Add +14.1% |
| MSFT Microsoft Corp. | 3.16% | 11,263 | $4.7M | Reduce -1.3% |
| BLK BlackRock Inc. | 3.05% | 4,473 | $4.6M | Reduce -2.3% |
| SBUX Starbucks Corp. | 2.87% | 47,277 | $4.3M | Reduce -2.5% |
| HBAN Huntington Bancshares Inc. | 2.85% | 263,720 | $4.3M | Reduce -2.5% |
| BKR Baker Hughes Co. | 2.83% | 103,782 | $4.3M | Reduce -1.7% |
| C Citigroup Inc. | 2.65% | 56,582 | $4.0M | Reduce -2.2% |
| TSN Tyson Foods Inc. Class A | 2.60% | 68,082 | $3.9M | Reduce -3.5% |
| LAMR Lamar Advertising Co. Class A | 2.52% | 31,123 | $3.8M | Reduce -1.6% |
| PFE Pfizer Inc. | 2.42% | 136,952 | $3.6M | Reduce -6.5% |
| APD Air Products & Chemicals Inc. | 2.38% | 12,332 | $3.6M | Reduce -1.2% |
| VCLT Vanguard Long-Term Corp. Bond | 2.36% | 47,545 | $3.6M | Reduce -1.0% |
| KDP Keurig Dr Pepper Inc. | 2.33% | 108,937 | $3.5M | Add +0.1% |
| GIS General Mills Inc. | 2.19% | 51,681 | $3.3M | Reduce -0.8% |
| NEM Newmont Corp. | 2.14% | 86,394 | $3.2M | Reduce -5.7% |
| EOG EOG Resources Inc. | 2.10% | 25,717 | $3.2M | Reduce -0.4% |
| NTAP Netapp Inc. | 2.03% | 26,353 | $3.1M | Reduce -1.5% |
| AAPL Apple Inc. | 2.03% | 12,167 | $3.0M | Add +3.0% |
| TGT Target Corp. | 1.97% | 21,916 | $3.0M | Reduce -6.0% |
| KEY Keycorp | 1.96% | 172,080 | $2.9M | Reduce -3.9% |
| CSCO Cisco Systems Inc. | 1.94% | 49,275 | $2.9M | Reduce -1.6% |
| PFF iShares Preferred & Income S | 1.81% | 86,367 | $2.7M | Reduce -3.3% |
| QCOM Qualcomm Inc. | 1.74% | 16,998 | $2.6M | Reduce -2.8% |
| DVN Devon Energy Corp. | 1.66% | 76,057 | $2.5M | Add +1.6% |
| MDT Medtronic PLC | 1.63% | 30,635 | $2.4M | Reduce -1.2% |
| NTR Nutrien Ltd. | 1.59% | 53,426 | $2.4M | Reduce -0.7% |
| KVUE Kenvue Inc. | 1.57% | 110,613 | $2.4M | Reduce -23.9% |
| LRCX Lam Research Corp. | 1.56% | 32,395 | $2.3M | Add +51.0% |
| AKAM Akamai Technologies Inc. | 1.54% | 24,209 | $2.3M | Add +94.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.54% | 20,779 | $2.3M | Add +58.6% |
| T AT&T Inc. | 1.49% | 98,196 | $2.2M | Reduce -4.0% |
| EWBC East West Bancorp Inc. | 1.47% | 23,053 | $2.2M | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 1.42% | 11,270 | $2.1M | Reduce -0.9% |
| UPS United Parcel Service Class B | 1.41% | 16,799 | $2.1M | Reduce -4.3% |
| META Meta Platforms Inc. Class A | 1.25% | 3,218 | $1.9M | Add +2.1% |
| AMLP Alerian MLP ETF | 1.24% | 38,774 | $1.9M | Reduce -0.8% |
| NXPI NXP Semiconductors NV | 1.22% | 8,804 | $1.8M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 1.17% | 7,986 | $1.8M | Add +25.7% |
| NKE Nike Inc. Class B | 1.11% | 22,020 | $1.7M | Reduce -5.5% |
| KHC The Kraft Heinz Co. | 1.10% | 53,972 | $1.7M | Reduce -4.5% |
| PYPL PayPal Holdings Inc. | 1.08% | 19,048 | $1.6M | Reduce -2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.06% | 2,730 | $1.6M | Add +11.8% |
| IPG Interpublic Group of Cos Inc. | 1.01% | 54,189 | $1.5M | Add +0.4% |
| ELV Elevance Health Inc. | 1.00% | 4,070 | $1.5M | New |
| CMCSA Comcast Corp. Class A | 0.99% | 39,711 | $1.5M | Add +0.2% |
| TMO Thermo Fisher Scientific Inc. | 0.97% | 2,802 | $1.5M | Add +71.3% |
| INCY Incyte Corp. | 0.87% | 18,882 | $1.3M | Reduce -1.1% |
| ULTA Ulta Beauty Inc. | 0.82% | 2,843 | $1.2M | Reduce -3.6% |
| YUMC Yum China Holdings Inc. | 0.78% | 24,398 | $1.2M | Reduce -1.1% |
| FISV Fiserv Inc. | 0.74% | 5,442 | $1.1M | Reduce -43.3% |
| MU Micron Technology Inc. | 0.73% | 13,101 | $1.1M | New |
| CVS CVS Health Corp. | 0.69% | 23,062 | $1.0M | Reduce -2.4% |
| VCIT Vanguard Int-Term Corporate | 0.65% | 12,243 | $983K | Reduce -5.3% |
| APTV Aptiv PLC | 0.63% | 15,631 | $945K | Reduce -11.3% |
| SDY SS SPDR S&P Dividend ETF | 0.58% | 6,565 | $867K | New |
| EBAY eBay Inc. | 0.44% | 10,679 | $662K | Reduce -62.0% |
| BDX Becton Dickinson and Co. | 0.38% | 2,548 | $578K | Reduce -13.5% |
| VRP Invesco Variable Rate Prefer | 0.38% | 23,387 | $566K | Add +0.2% |
| PPG PPG Industries Inc. | 0.37% | 4,708 | $562K | Add +0.6% |
| UNH Unitedhealth Group Inc. | 0.32% | 959 | $485K | Reduce -77.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.32% | 4,531 | $484K | Reduce -12.1% |
| GLW Corning Inc. | 0.27% | 8,621 | $410K | Reduce -83.8% |
| EA Electronic Arts Inc. | 0.22% | 2,221 | $325K | Reduce -75.5% |
| SCHX Schwab US Large-Cap ETF | 0.20% | 13,104 | $304K | Add +2.0% |
| MCB Metropolitan Bank Holding Co. | 0.18% | 4,708 | $275K | Reduce -0.2% |
| IVW iShares S&P 500 Growth ETF | 0.17% | 2,480 | $252K | New |
| BRC Brady Corporation Class A | 0.16% | 3,320 | $245K | Reduce -0.1% |
| PLAB Photronics Inc. | 0.15% | 9,637 | $227K | No change |
| SCHG Schwab US Large-Cap Growth | 0.14% | 7,381 | $206K | Add +0.8% |
| UCTT Ultra Clean Holdings Inc. | 0.14% | 5,692 | $205K | No change |
| PFGC Performance Food Group Co. | 0.13% | 2,273 | $192K | No change |
| SCHA Schwab US Small-Cap ETF | 0.12% | 7,217 | $187K | Add +2.6% |
| NSIT Insight Enterprises Inc. | 0.12% | 1,177 | $179K | New |
| ENS Enersys | 0.11% | 1,773 | $164K | No change |
| AVGO Broadcom Inc. | 0.11% | 700 | $162K | No change |
| NVST Envista Holdings Corp. | 0.11% | 8,258 | $159K | Reduce -20.2% |
| DGII Digi International Inc. | 0.11% | 5,237 | $158K | No change |
| CSV Carriage Services Inc. | 0.10% | 3,932 | $157K | No change |
| GMED Globus Medical Inc. Class A | 0.10% | 1,866 | $154K | No change |
| CMCO Columbus McKinnon Corp. | 0.10% | 4,013 | $149K | No change |
| NVDA Nvidia Corp. | 0.10% | 1,070 | $144K | New |
| THRM Gentherm Inc. | 0.10% | 3,585 | $143K | Add +91.6% |
| AX Axos Financial Inc. | 0.09% | 1,931 | $135K | Reduce -22.2% |
| SSTK Shutterstock Inc. | 0.09% | 4,357 | $132K | Add +13.7% |
| ABM Abm Industries Inc. | 0.09% | 2,570 | $132K | No change |
| USFD US Foods Holding Corp. | 0.09% | 1,911 | $129K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.09% | 1,643 | $128K | Reduce -0.6% |
| THO Thor Industries Inc. | 0.08% | 1,299 | $124K | Add +63.8% |
| INGR Ingredion Inc. | 0.08% | 879 | $121K | No change |
| SJNK SS SPDR BB St Hi Yield ETF | 0.08% | 4,719 | $119K | No change |
| UPBD Upbound Group Inc. | 0.08% | 4,031 | $118K | Reduce -15.6% |
| KELYA Kelly Services Inc. Class A | 0.08% | 8,194 | $114K | Add +13.1% |
| IWD iShares Russell 1000 Value E | 0.07% | 577 | $107K | New |
| MTH Meritage Homes Corp. | 0.07% | 690 | $106K | No change |
| APLE Apple Hospitality REIT Inc. | 0.07% | 6,778 | $104K | No change |
| AGCO Agco Corp. | 0.07% | 1,112 | $104K | Reduce -14.3% |
| MHK Mohawk Industries Inc. | 0.07% | 855 | $102K | New |
| SCHD Schwab US DVD Equity ETF | 0.07% | 3,661 | $100K | Reduce -19.8% |
| IP International Paper Co. | 0.06% | 1,813 | $98K | Reduce -5.6% |
| CATY Cathay General Bancorp | 0.06% | 2,000 | $95K | Reduce -20.0% |
Portfolio Sells Q3 2024 → Q4 2024
| GLW Corning Inc. | Reduce -83.8% | 0.27% | −1.25 |
| UNH Unitedhealth Group Inc. | Reduce -77.3% | 0.32% | −1.24 |
| NEM Newmont Corp. | Reduce -5.7% | 2.14% | −0.95 |
| EBAY eBay Inc. | Reduce -62.0% | 0.44% | −0.71 |
| EA Electronic Arts Inc. | Reduce -75.5% | 0.22% | −0.61 |
| KVUE Kenvue Inc. | Reduce -23.9% | 1.57% | −0.55 |
| WHR Whirlpool Corp. | Sold out | 0.00% | −0.43 |
| FISV Fiserv Inc. | Reduce -43.3% | 0.74% | −0.34 |
| TGT Target Corp. | Reduce -6.0% | 1.97% | −0.32 |
| PFE Pfizer Inc. | Reduce -6.5% | 2.42% | −0.26 |
| CVS CVS Health Corp. | Reduce -2.4% | 0.69% | −0.25 |
| GIS General Mills Inc. | Reduce -0.8% | 2.19% | −0.24 |
| NKE Nike Inc. Class B | Reduce -5.5% | 1.11% | −0.19 |
| APTV Aptiv PLC | Reduce -11.3% | 0.63% | −0.17 |
| KHC The Kraft Heinz Co. | Reduce -4.5% | 1.10% | −0.15 |
| LAMR Lamar Advertising Co. Class A | Reduce -1.6% | 2.52% | −0.15 |
| QCOM Qualcomm Inc. | Reduce -2.8% | 1.74% | −0.14 |
| MDT Medtronic PLC | Reduce -1.2% | 1.63% | −0.14 |
| NXPI NXP Semiconductors NV | Reduce -0.7% | 1.22% | −0.13 |
| CNOB Connectone Bancorp Inc. | Sold out | 0.00% | −0.13 |
| SBUX Starbucks Corp. | Reduce -2.5% | 2.87% | −0.12 |
| UPS United Parcel Service Class B | Reduce -4.3% | 1.41% | −0.10 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -1.0% | 2.36% | −0.10 |
| LW Lamb Weston Holdings Inc. | Reduce -68.3% | 0.05% | −0.09 |
| MGPI MGP Ingredients Inc. | Reduce -29.8% | 0.04% | −0.07 |
| PFF iShares Preferred & Income S | Reduce -3.3% | 1.81% | −0.07 |
| BOOM DMC Global Inc. | Reduce -27.4% | 0.05% | −0.07 |
| BDX Becton Dickinson and Co. | Reduce -13.5% | 0.38% | −0.06 |
| TSN Tyson Foods Inc. Class A | Reduce -3.5% | 2.60% | −0.05 |
| NTAP Netapp Inc. | Reduce -1.5% | 2.03% | −0.05 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -12.1% | 0.32% | −0.05 |
| NTR Nutrien Ltd. | Reduce -0.7% | 1.59% | −0.04 |
| FDX FedEx Corp. | Reduce -48.4% | 0.05% | −0.04 |
| AMKR Amkor Technology Inc. | Reduce -36.5% | 0.04% | −0.04 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.03 |
| VRNT Verint Systems Inc. | Reduce -91.3% | 0.00% | −0.03 |
| VCIT Vanguard Int-Term Corporate | Reduce -5.3% | 0.65% | −0.03 |
| ACMR Acm Research Inc. Class A | Reduce -36.4% | 0.03% | −0.03 |
| NVST Envista Holdings Corp. | Reduce -20.2% | 0.11% | −0.02 |
| RGR Sturm Ruger & Co. Inc. | Reduce -36.5% | 0.03% | −0.02 |
| UPBD Upbound Group Inc. | Reduce -15.6% | 0.08% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -19.8% | 0.07% | −0.01 |
| AGCO Agco Corp. | Reduce -14.3% | 0.07% | −0.01 |
| COHU Cohu Inc. | Reduce -24.8% | 0.04% | −0.01 |
| AX Axos Financial Inc. | Reduce -22.2% | 0.09% | −0.01 |
| CATY Cathay General Bancorp | Reduce -20.0% | 0.06% | −0.00 |
| PGX Invesco Preferred ETF | Reduce -1.3% | 0.05% | −0.00 |
| BRC Brady Corporation Class A | Reduce -0.1% | 0.16% | +0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.6% | 0.09% | +0.00 |
| IP International Paper Co. | Reduce -5.6% | 0.06% | +0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| ELV Elevance Health Inc. | New | 1.00% | +1.00 |
| AKAM Akamai Technologies Inc. | Add +94.9% | 1.54% | +0.75 |
| DIS The Walt Disney Co. | Add +58.6% | 1.54% | +0.74 |
| MU Micron Technology Inc. | New | 0.73% | +0.73 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +14.1% | 3.66% | +0.60 |
| SDY SS SPDR S&P Dividend ETF | New | 0.58% | +0.58 |
| LRCX Lam Research Corp. | Add +51.0% | 1.56% | +0.45 |
| AMZN Amazon.com Inc. | Add +25.7% | 1.17% | +0.42 |
| TMO Thermo Fisher Scientific Inc. | Add +71.3% | 0.97% | +0.33 |
| AAPL Apple Inc. | Add +3.0% | 2.03% | +0.29 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +11.8% | 1.06% | +0.18 |
| IVW iShares S&P 500 Growth ETF | New | 0.17% | +0.17 |
| NSIT Insight Enterprises Inc. | New | 0.12% | +0.12 |
| META Meta Platforms Inc. Class A | Add +2.1% | 1.25% | +0.11 |
| NVDA Nvidia Corp. | New | 0.10% | +0.10 |
| IWD iShares Russell 1000 Value E | New | 0.07% | +0.07 |
| MHK Mohawk Industries Inc. | New | 0.07% | +0.07 |
| DAR Darling Ingredients Inc. | New | 0.06% | +0.06 |
| ACLS Axcelis Technologies Inc. | New | 0.05% | +0.05 |
| PEP Pepsico Inc. | New | 0.04% | +0.04 |
| THRM Gentherm Inc. | Add +91.6% | 0.10% | +0.04 |
| THO Thor Industries Inc. | Add +63.8% | 0.08% | +0.03 |
| IJK iShares S&P Mid-Cap 400 Grow | New | 0.02% | +0.02 |
| IJT iShares S&P Small-Cap 600 GR | New | 0.02% | +0.02 |
| IJJ iShares S&P Mid-Cap 400 Valu | New | 0.02% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +2.0% | 0.20% | +0.02 |
| IJS iShares S&P Small-Cap 600 Va | New | 0.02% | +0.02 |
| SCHG Schwab US Large-Cap Growth | Add +0.8% | 0.14% | +0.02 |
| VRP Invesco Variable Rate Prefer | Add +0.2% | 0.38% | +0.02 |
| TSLA Tesla Inc. | New | 0.01% | +0.01 |
| DVAX Dynavax Technologies Corp. | New | 0.01% | +0.01 |
| SCHA Schwab US Small-Cap ETF | Add +2.6% | 0.12% | +0.01 |
| BA The Boeing Co. | New | 0.01% | +0.01 |
| SCHM Schwab US Mid Cap ETF | Add +12.9% | 0.04% | +0.01 |
| WYNN WYNN Resorts Ltd. | New | 0.01% | +0.01 |
| BROS Dutch Bros Inc. Class A | New | 0.00% | +0.00 |
| SSTK Shutterstock Inc. | Add +13.7% | 0.09% | +0.00 |
| JNK SS SPDR BB High Yield Bond | Add +1.1% | 0.05% | +0.00 |
| PPG PPG Industries Inc. | Add +0.6% | 0.37% | −0.02 |
| KELYA Kelly Services Inc. Class A | Add +13.1% | 0.08% | −0.02 |
| CMCSA Comcast Corp. Class A | Add +0.2% | 0.99% | −0.05 |
| IPG Interpublic Group of Cos Inc. | Add +0.4% | 1.01% | −0.07 |
| DVN Devon Energy Corp. | Add +1.6% | 1.66% | −0.19 |
| KDP Keurig Dr Pepper Inc. | Add +0.1% | 2.33% | −0.25 |
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 |