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

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $151.5M Q1 2024 Q2 2024: $149.0M Q2 2024 Q3 2024: $158.3M Q3 2024 Q4 2024: $150.4M $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 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%
NWN Northwest Natural Holding Co. 0.06% 2,352 $93K No change
OC Owens Corning 0.06% 524 $89K No change
PFBC Preferred Bank/Los Angeles 0.06% 999 $86K No change
DAR Darling Ingredients Inc. 0.06% 2,558 $86K New
MMSI Merit Medical Systems Inc. 0.05% 844 $82K No change
FDX FedEx Corp. 0.05% 290 $82K Reduce -48.4%
ACLS Axcelis Technologies Inc. 0.05% 1,135 $79K New
IWB iShares Russell 1000 ETF 0.05% 241 $78K No change
BOOM DMC Global Inc. 0.05% 10,443 $77K Reduce -27.4%
PGX Invesco Preferred ETF 0.05% 6,629 $76K Reduce -1.3%
DFH Dream Finders Homes Inc. Class A 0.05% 3,076 $72K No change
JNK SS SPDR BB High Yield Bond 0.05% 745 $71K Add +1.1%
LW Lamb Weston Holdings Inc. 0.05% 1,022 $68K Reduce -68.3%
AMKR Amkor Technology Inc. 0.04% 2,635 $68K Reduce -36.5%
COHU Cohu Inc. 0.04% 2,393 $64K Reduce -24.8%
HPQ HP Inc. 0.04% 1,942 $63K No change
PEP Pepsico Inc. 0.04% 400 $61K New
SCHM Schwab US Mid Cap ETF 0.04% 2,168 $60K Add +12.9%
WDC Western Digital Corp. 0.04% 1,000 $60K No change
COP Conocophillips 0.04% 600 $60K No change
MGPI MGP Ingredients Inc. 0.04% 1,462 $58K Reduce -29.8%
WY Weyerhaeuser Co. 0.04% 2,000 $56K No change
IVE iShares S&P 500 Value ETF 0.03% 259 $49K No change
ACMR Acm Research Inc. Class A 0.03% 2,907 $44K Reduce -36.4%
XLP SS Consumer Staples Sel Sect 0.03% 548 $43K No change
RGR Sturm Ruger & Co. Inc. 0.03% 1,176 $42K Reduce -36.5%
PGF Invesco Financial Preferred 0.03% 2,588 $38K No change
X United States Steel Corp. 0.02% 1,000 $34K No change
IJK iShares S&P Mid-Cap 400 Grow 0.02% 368 $33K New
IJT iShares S&P Small-Cap 600 GR 0.02% 232 $31K New
IJJ iShares S&P Mid-Cap 400 Valu 0.02% 244 $30K New
IJS iShares S&P Small-Cap 600 Va 0.02% 244 $27K New
TSLA Tesla Inc. 0.01% 50 $20K New
DVAX Dynavax Technologies Corp. 0.01% 1,260 $16K New
BA The Boeing Co. 0.01% 75 $13K New
WYNN WYNN Resorts Ltd. 0.01% 100 $9K New
SCHZ Schwab US Aggregate Bond ETF 0.00% 264 $6K No change
BROS Dutch Bros Inc. Class A 0.00% 100 $5K New
VRNT Verint Systems Inc. 0.00% 186 $5K Reduce -91.3%

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

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