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

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 Q4 2024 Q1 2025: $146.5M $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 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%
PFBC Preferred Bank/Los Angeles 0.06% 999 $84K No change
DAR Darling Ingredients Inc. 0.05% 2,558 $80K No change
PGX Invesco Preferred ETF 0.05% 6,629 $74K No change
USFD US Foods Holding Corp. 0.05% 1,112 $73K Reduce -41.8%
AMKR Amkor Technology Inc. 0.05% 4,010 $72K Add +52.2%
COHU Cohu Inc. 0.05% 4,918 $72K Add +105.5%
DFH Dream Finders Homes Inc. Class A 0.05% 3,131 $71K Add +1.8%
JNK SS SPDR BB High Yield Bond 0.05% 729 $69K Reduce -2.1%
CMCO Columbus McKinnon Corp. 0.05% 4,013 $68K No change
SDY SS SPDR S&P Dividend ETF 0.05% 496 $67K Reduce -92.4%
COP Conocophillips 0.04% 600 $63K No change
PEP Pepsico Inc. 0.04% 400 $60K No change
ACLS Axcelis Technologies Inc. 0.04% 1,135 $56K No change
SCHM Schwab US Mid Cap ETF 0.04% 2,150 $56K Reduce -0.8%
FDX FedEx Corp. 0.04% 229 $56K Reduce -21.0%
HPQ HP Inc. 0.04% 1,942 $54K No change
IVE iShares S&P 500 Value ETF 0.03% 259 $49K No change
XLP SS Consumer Staples Sel Sect 0.03% 548 $45K No change
MGPI MGP Ingredients Inc. 0.03% 1,462 $43K No change
PGF Invesco Financial Preferred 0.03% 2,588 $37K No change
IJK iShares S&P Mid-Cap 400 Grow 0.02% 368 $31K No change
IJJ iShares S&P Mid-Cap 400 Valu 0.02% 244 $29K No change
IJT iShares S&P Small-Cap 600 GR 0.02% 232 $29K No change
IJS iShares S&P Small-Cap 600 Va 0.02% 244 $24K No change
DVAX Dynavax Technologies Corp. 0.01% 1,260 $16K No change
TSLA Tesla Inc. 0.01% 50 $13K No change
BA The Boeing Co. 0.01% 75 $13K No change
WYNN WYNN Resorts Ltd. 0.01% 100 $8K No change
IWB iShares Russell 1000 ETF 0.00% 22 $7K Reduce -90.9%
BROS Dutch Bros Inc. Class A 0.00% 100 $6K No change
SCHZ Schwab US Aggregate Bond ETF 0.00% 264 $6K No change
XLF SS Financial Select Sector 0.00% 75 $4K New
XLRE SS Real Estate Select Sector 0.00% 13 $544 New
APOG Apogee Enterprises Inc. 0.00% 1 $23 New
CNOB Connectone Bancorp Inc. 0.00% 1 $12 New
MEI Methode Electronics Inc. 0.00% 1 $3 New

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

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