Palouse Capital Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Palouse Capital Management, Inc. reported 136 stock positions worth $146.5 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 3.5% of the portfolio, followed by Baker Hughes (BKR, 3.0%) and Tyson Foods Class A (TSN, 3.0%). Compared with Q4 2024, it opened 8 new positions, sold out of 11, added to 40 and reduced 51. The biggest buy was a new position in Lockheed Martin (LMT) and the biggest sale an exit from EOG Resources (EOG).
- Most Recent 13F
- Q2 2026
- Location
- SPOKANE, WA
- CIK
- 0001056516
- Portfolio Value
- $146.5M (Q1 2025)
- SEC Filing
- 0001056516-25-000003 ↗ filed Apr 16, 2025
Holdings Value
Holdings 136 stocks · $146.5M
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.53% | 56,366 | $5.2M | Reduce -6.5% |
| BKR Baker Hughes Co. | 3.04% | 101,328 | $4.5M | Reduce -2.4% |
| TSN Tyson Foods Inc. Class A | 3.04% | 69,766 | $4.5M | Add +2.5% |
| NEM Newmont Corp. | 3.02% | 91,543 | $4.4M | Add +6.0% |
| MSFT Microsoft Corp. | 3.01% | 11,753 | $4.4M | Add +4.3% |
| BLK BlackRock Inc. | 2.81% | 4,358 | $4.1M | Reduce -2.6% |
| HBAN Huntington Bancshares Inc. | 2.60% | 254,268 | $3.8M | Reduce -3.6% |
| NTAP Netapp Inc. | 2.59% | 43,179 | $3.8M | Add +63.9% |
| C Citigroup Inc. | 2.59% | 53,378 | $3.8M | Reduce -5.7% |
| VCLT Vanguard Long-Term Corp. Bond | 2.57% | 49,635 | $3.8M | Add +4.4% |
| UPS United Parcel Service Class B | 2.56% | 34,096 | $3.8M | Add +103.0% |
| PFE Pfizer Inc. | 2.56% | 147,768 | $3.7M | Add +7.9% |
| KDP Keurig Dr Pepper Inc. | 2.52% | 107,894 | $3.7M | Reduce -1.0% |
| APD Air Products & Chemicals Inc. | 2.45% | 12,149 | $3.6M | Reduce -1.5% |
| LAMR Lamar Advertising Co. Class A | 2.38% | 30,656 | $3.5M | Reduce -1.5% |
| GIS General Mills Inc. | 2.12% | 51,999 | $3.1M | Add +0.6% |
| CSCO Cisco Systems Inc. | 2.07% | 49,094 | $3.0M | Reduce -0.4% |
| DVN Devon Energy Corp. | 2.01% | 78,902 | $3.0M | Add +3.7% |
| PFF iShares Preferred & Income S | 1.90% | 90,535 | $2.8M | Add +4.8% |
| MDT Medtronic PLC | 1.87% | 30,414 | $2.7M | Reduce -0.7% |
| KEY Keycorp | 1.83% | 167,817 | $2.7M | Reduce -2.5% |
| T AT&T Inc. | 1.83% | 94,835 | $2.7M | Reduce -3.4% |
| NTR Nutrien Ltd. | 1.80% | 53,145 | $2.6M | Reduce -0.5% |
| QCOM Qualcomm Inc. | 1.79% | 17,057 | $2.6M | Add +0.3% |
| LMT Lockheed Martin Corp. | 1.77% | 5,806 | $2.6M | New |
| TGT Target Corp. | 1.65% | 23,234 | $2.4M | Add +6.0% |
| AAPL Apple Inc. | 1.57% | 10,341 | $2.3M | Reduce -15.0% |
| LRCX Lam Research Corp. | 1.56% | 31,442 | $2.3M | Reduce -2.9% |
| SBUX Starbucks Corp. | 1.55% | 23,229 | $2.3M | Reduce -50.9% |
| KVUE Kenvue Inc. | 1.55% | 94,613 | $2.3M | Reduce -14.5% |
| CMCSA Comcast Corp. Class A | 1.47% | 58,263 | $2.1M | Add +46.7% |
| ELV Elevance Health Inc. | 1.39% | 4,671 | $2.0M | Add +14.8% |
| AMLP Alerian MLP ETF | 1.37% | 38,739 | $2.0M | Reduce -0.1% |
| EWBC East West Bancorp Inc. | 1.33% | 21,729 | $2.0M | Reduce -5.7% |
| AKAM Akamai Technologies Inc. | 1.31% | 23,882 | $1.9M | Reduce -1.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.31% | 19,391 | $1.9M | Reduce -6.7% |
| KHC The Kraft Heinz Co. | 1.26% | 60,600 | $1.8M | Add +12.3% |
| META Meta Platforms Inc. Class A | 1.20% | 3,060 | $1.8M | Reduce -4.9% |
| GOOGL Alphabet Inc. Class A | 1.15% | 10,872 | $1.7M | Reduce -3.5% |
| NXPI NXP Semiconductors NV | 1.11% | 8,555 | $1.6M | Reduce -2.8% |
| CVS CVS Health Corp. | 1.06% | 22,874 | $1.5M | Reduce -0.8% |
| IPG Interpublic Group of Cos Inc. | 1.02% | 54,763 | $1.5M | Add +1.1% |
| AMZN Amazon.com Inc. | 0.98% | 7,573 | $1.4M | Reduce -5.2% |
| NKE Nike Inc. Class B | 0.98% | 22,561 | $1.4M | Add +2.5% |
| TMO Thermo Fisher Scientific Inc. | 0.95% | 2,812 | $1.4M | Add +0.4% |
| MU Micron Technology Inc. | 0.90% | 15,106 | $1.3M | Add +15.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.86% | 2,247 | $1.3M | Reduce -17.7% |
| PYPL PayPal Holdings Inc. | 0.80% | 18,043 | $1.2M | Reduce -5.3% |
| YUMC Yum China Holdings Inc. | 0.80% | 22,413 | $1.2M | Reduce -8.1% |
| AMD Advanced Micro Devices | 0.78% | 11,171 | $1.1M | New |
| INCY Incyte Corp. | 0.75% | 18,083 | $1.1M | Reduce -4.2% |
| APTV Aptiv PLC | 0.73% | 17,863 | $1.1M | Add +14.3% |
| ULTA Ulta Beauty Inc. | 0.72% | 2,867 | $1.1M | Add +0.8% |
| VCIT Vanguard Int-Term Corporate | 0.65% | 11,708 | $957K | Reduce -4.4% |
| EBAY eBay Inc. | 0.48% | 10,405 | $705K | Reduce -2.6% |
| PPG PPG Industries Inc. | 0.44% | 5,836 | $638K | Add +24.0% |
| BDX Becton Dickinson and Co. | 0.39% | 2,487 | $570K | Reduce -2.4% |
| VRP Invesco Variable Rate Prefer | 0.38% | 22,809 | $553K | Reduce -2.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.31% | 4,180 | $454K | Reduce -7.8% |
| SCHX Schwab US Large-Cap ETF | 0.20% | 13,090 | $289K | Reduce -0.1% |
| BRC Brady Corporation Class A | 0.16% | 3,285 | $232K | Reduce -1.1% |
| IVW iShares S&P 500 Growth ETF | 0.16% | 2,480 | $230K | No change |
| PLAB Photronics Inc. | 0.14% | 9,657 | $200K | Add +0.2% |
| MCB Metropolitan Bank Holding Co. | 0.13% | 3,468 | $194K | Reduce -26.3% |
| PFGC Performance Food Group Co. | 0.12% | 2,271 | $179K | Reduce -0.1% |
| MHK Mohawk Industries Inc. | 0.12% | 1,549 | $177K | Add +81.2% |
| UCTT Ultra Clean Holdings Inc. | 0.12% | 8,254 | $177K | Add +45.0% |
| NSIT Insight Enterprises Inc. | 0.12% | 1,177 | $177K | No change |
| AX Axos Financial Inc. | 0.12% | 2,649 | $171K | Add +37.2% |
| SCHG Schwab US Large-Cap Growth | 0.12% | 6,741 | $169K | Reduce -8.7% |
| MTH Meritage Homes Corp. | 0.11% | 2,341 | $166K | Add +69.6% |
| NVST Envista Holdings Corp. | 0.11% | 9,444 | $163K | Add +14.4% |
| ENS Enersys | 0.11% | 1,773 | $162K | No change |
| UPBD Upbound Group Inc. | 0.11% | 6,623 | $159K | Add +64.3% |
| THRM Gentherm Inc. | 0.11% | 5,930 | $159K | Add +65.4% |
| SCHA Schwab US Small-Cap ETF | 0.11% | 6,764 | $158K | Reduce -6.3% |
| CSV Carriage Services Inc. | 0.10% | 3,882 | $150K | Reduce -1.3% |
| KELYA Kelly Services Inc. Class A | 0.10% | 10,944 | $144K | Add +33.6% |
| UNH Unitedhealth Group Inc. | 0.10% | 274 | $143K | Reduce -71.4% |
| ABM Abm Industries Inc. | 0.10% | 3,016 | $143K | Add +17.4% |
| ZETA Zeta Global Holdings Corp. Class A | 0.09% | 10,175 | $138K | New |
| GMED Globus Medical Inc. Class A | 0.09% | 1,866 | $137K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.09% | 1,655 | $131K | Add +0.7% |
| AGCO Agco Corp. | 0.08% | 1,337 | $124K | Add +20.2% |
| ACMR Acm Research Inc. Class A | 0.08% | 5,115 | $119K | Add +76.0% |
| INGR Ingredion Inc. | 0.08% | 879 | $119K | No change |
| SJNK SS SPDR BB St Hi Yield ETF | 0.08% | 4,676 | $118K | Reduce -0.9% |
| NVDA Nvidia Corp. | 0.08% | 1,070 | $116K | No change |
| OC Owens Corning | 0.08% | 786 | $112K | Add +50.0% |
| SSTK Shutterstock Inc. | 0.07% | 5,830 | $109K | Add +33.8% |
| IWD iShares Russell 1000 Value E | 0.07% | 577 | $109K | No change |
| SCHD Schwab US DVD Equity ETF | 0.07% | 3,661 | $102K | No change |
| NWN Northwest Natural Holding Co. | 0.07% | 2,352 | $100K | No change |
| THO Thor Industries Inc. | 0.07% | 1,299 | $98K | No change |
| IP International Paper Co. | 0.07% | 1,813 | $97K | No change |
| MMSI Merit Medical Systems Inc. | 0.06% | 844 | $89K | No change |
| BOOM DMC Global Inc. | 0.06% | 10,443 | $88K | No change |
| APLE Apple Hospitality REIT Inc. | 0.06% | 6,778 | $88K | No change |
| CATY Cathay General Bancorp | 0.06% | 2,000 | $86K | No change |
| GLW Corning Inc. | 0.06% | 1,879 | $86K | Reduce -78.2% |
Portfolio Sells Q4 2024 → Q1 2025
| EOG EOG Resources Inc. | Sold out | 0.00% | −2.10 |
| SBUX Starbucks Corp. | Reduce -50.9% | 1.55% | −1.31 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.74 |
| SDY SS SPDR S&P Dividend ETF | Reduce -92.4% | 0.05% | −0.53 |
| AAPL Apple Inc. | Reduce -15.0% | 1.57% | −0.46 |
| PYPL PayPal Holdings Inc. | Reduce -5.3% | 0.80% | −0.28 |
| GOOGL Alphabet Inc. Class A | Reduce -3.5% | 1.15% | −0.27 |
| HBAN Huntington Bancshares Inc. | Reduce -3.6% | 2.60% | −0.25 |
| BLK BlackRock Inc. | Reduce -2.6% | 2.81% | −0.23 |
| DIS The Walt Disney Co. | Reduce -6.7% | 1.31% | −0.23 |
| AKAM Akamai Technologies Inc. | Reduce -1.4% | 1.31% | −0.23 |
| UNH Unitedhealth Group Inc. | Reduce -71.4% | 0.10% | −0.22 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.22 |
| GLW Corning Inc. | Reduce -78.2% | 0.06% | −0.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -17.7% | 0.86% | −0.21 |
| AMZN Amazon.com Inc. | Reduce -5.2% | 0.98% | −0.18 |
| LAMR Lamar Advertising Co. Class A | Reduce -1.5% | 2.38% | −0.14 |
| EWBC East West Bancorp Inc. | Reduce -5.7% | 1.33% | −0.14 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -6.5% | 3.53% | −0.14 |
| KEY Keycorp | Reduce -2.5% | 1.83% | −0.13 |
| INCY Incyte Corp. | Reduce -4.2% | 0.75% | −0.12 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.11 |
| NXPI NXP Semiconductors NV | Reduce -2.8% | 1.11% | −0.11 |
| DGII Digi International Inc. | Sold out | 0.00% | −0.11 |
| C Citigroup Inc. | Reduce -5.7% | 2.59% | −0.06 |
| MCB Metropolitan Bank Holding Co. | Reduce -26.3% | 0.13% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -4.9% | 1.20% | −0.05 |
| IWB iShares Russell 1000 ETF | Reduce -90.9% | 0.00% | −0.05 |
| LW Lamb Weston Holdings Inc. | Sold out | 0.00% | −0.05 |
| WDC Western Digital Corp. | Sold out | 0.00% | −0.04 |
| WY Weyerhaeuser Co. | Sold out | 0.00% | −0.04 |
| USFD US Foods Holding Corp. | Reduce -41.8% | 0.05% | −0.04 |
| RGR Sturm Ruger & Co. Inc. | Sold out | 0.00% | −0.03 |
| X United States Steel Corp. | Sold out | 0.00% | −0.02 |
| KVUE Kenvue Inc. | Reduce -14.5% | 1.55% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -8.7% | 0.12% | −0.02 |
| FDX FedEx Corp. | Reduce -21.0% | 0.04% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -6.3% | 0.11% | −0.02 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -7.8% | 0.31% | −0.01 |
| PFGC Performance Food Group Co. | Reduce -0.1% | 0.12% | −0.01 |
| BRC Brady Corporation Class A | Reduce -1.1% | 0.16% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.1% | 0.20% | −0.00 |
| VRNT Verint Systems Inc. | Sold out | 0.00% | −0.00 |
| CSV Carriage Services Inc. | Reduce -1.3% | 0.10% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.8% | 0.04% | −0.00 |
| VCIT Vanguard Int-Term Corporate | Reduce -4.4% | 0.65% | −0.00 |
| JNK SS SPDR BB High Yield Bond | Reduce -2.1% | 0.05% | +0.00 |
| VRP Invesco Variable Rate Prefer | Reduce -2.5% | 0.38% | +0.00 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -0.9% | 0.08% | +0.00 |
| LRCX Lam Research Corp. | Reduce -2.9% | 1.56% | +0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| LMT Lockheed Martin Corp. | New | 1.77% | +1.77 |
| UPS United Parcel Service Class B | Add +103.0% | 2.56% | +1.15 |
| NEM Newmont Corp. | Add +6.0% | 3.02% | +0.88 |
| AMD Advanced Micro Devices | New | 0.78% | +0.78 |
| NTAP Netapp Inc. | Add +63.9% | 2.59% | +0.55 |
| CMCSA Comcast Corp. Class A | Add +46.7% | 1.47% | +0.48 |
| TSN Tyson Foods Inc. Class A | Add +2.5% | 3.04% | +0.44 |
| ELV Elevance Health Inc. | Add +14.8% | 1.39% | +0.39 |
| DVN Devon Energy Corp. | Add +3.7% | 2.01% | +0.36 |
| VCLT Vanguard Long-Term Corp. Bond | Add +4.4% | 2.57% | +0.21 |
| MU Micron Technology Inc. | Add +15.3% | 0.90% | +0.16 |
| KHC The Kraft Heinz Co. | Add +12.3% | 1.26% | +0.16 |
| PFE Pfizer Inc. | Add +7.9% | 2.56% | +0.14 |
| APTV Aptiv PLC | Add +14.3% | 0.73% | +0.10 |
| ZETA Zeta Global Holdings Corp. Class A | New | 0.09% | +0.09 |
| PFF iShares Preferred & Income S | Add +4.8% | 1.90% | +0.09 |
| PPG PPG Industries Inc. | Add +24.0% | 0.44% | +0.06 |
| MHK Mohawk Industries Inc. | Add +81.2% | 0.12% | +0.05 |
| ACMR Acm Research Inc. Class A | Add +76.0% | 0.08% | +0.05 |
| QCOM Qualcomm Inc. | Add +0.3% | 1.79% | +0.05 |
| MTH Meritage Homes Corp. | Add +69.6% | 0.11% | +0.04 |
| UPBD Upbound Group Inc. | Add +64.3% | 0.11% | +0.03 |
| AX Axos Financial Inc. | Add +37.2% | 0.12% | +0.03 |
| KELYA Kelly Services Inc. Class A | Add +33.6% | 0.10% | +0.02 |
| OC Owens Corning | Add +50.0% | 0.08% | +0.02 |
| AGCO Agco Corp. | Add +20.2% | 0.08% | +0.02 |
| THRM Gentherm Inc. | Add +65.4% | 0.11% | +0.01 |
| ABM Abm Industries Inc. | Add +17.4% | 0.10% | +0.01 |
| COHU Cohu Inc. | Add +105.5% | 0.05% | +0.01 |
| IPG Interpublic Group of Cos Inc. | Add +1.1% | 1.02% | +0.01 |
| NVST Envista Holdings Corp. | Add +14.4% | 0.11% | +0.01 |
| AMKR Amkor Technology Inc. | Add +52.2% | 0.05% | +0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.7% | 0.09% | +0.00 |
| XLF SS Financial Select Sector | New | 0.00% | +0.00 |
| DFH Dream Finders Homes Inc. Class A | Add +1.8% | 0.05% | +0.00 |
| XLRE SS Real Estate Select Sector | New | 0.00% | +0.00 |
| APOG Apogee Enterprises Inc. | New | 0.00% | 0.00 |
| CNOB Connectone Bancorp Inc. | New | 0.00% | 0.00 |
| MEI Methode Electronics Inc. | New | 0.00% | 0.00 |
| SSTK Shutterstock Inc. | Add +33.8% | 0.07% | −0.01 |
| PLAB Photronics Inc. | Add +0.2% | 0.14% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +0.4% | 0.95% | −0.01 |
| UCTT Ultra Clean Holdings Inc. | Add +45.0% | 0.12% | −0.02 |
| GIS General Mills Inc. | Add +0.6% | 2.12% | −0.07 |
| ULTA Ulta Beauty Inc. | Add +0.8% | 0.72% | −0.11 |
| NKE Nike Inc. Class B | Add +2.5% | 0.98% | −0.13 |
| MSFT Microsoft Corp. | Add +4.3% | 3.01% | −0.15 |
| TGT Target Corp. | Add +6.0% | 1.65% | −0.32 |
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 |