Palouse Capital Management, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Palouse Capital Management, Inc. reported 127 stock positions worth $148.9 million. Its top holding was Microsoft (MSFT) at 3.9% of the portfolio, followed by Newmont (NEM, 3.5%) and SS SPDR BB 1-3M T-Bill ETF (BIL, 3.2%). Compared with Q1 2025, it opened 9 new positions, sold out of 18, added to 35 and reduced 45. The biggest buy was Unitedhealth (UNH, shares +4892%) and the biggest sale an exit from Keurig Dr Pepper (KDP).
- Most Recent 13F
- Q2 2026
- Location
- SPOKANE, WA
- CIK
- 0001056516
- Portfolio Value
- $148.9M (Q2 2025)
- SEC Filing
- 0001056516-25-000006 ↗ filed Aug 7, 2025
Holdings Value
Holdings 127 stocks · $148.9M
| MSFT Microsoft Corp. | 3.87% | 11,572 | $5.8M | Reduce -1.5% |
| NEM Newmont Corp. | 3.49% | 89,105 | $5.2M | Reduce -2.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.19% | 51,837 | $4.8M | Reduce -8.0% |
| NTAP Netapp Inc. | 3.10% | 43,351 | $4.6M | Add +0.4% |
| UNH Unitedhealth Group Inc. | 2.87% | 13,679 | $4.3M | Add +4892.3% |
| HBAN Huntington Bancshares Inc. | 2.84% | 251,892 | $4.2M | Reduce -0.9% |
| BLK BlackRock Inc. | 2.73% | 3,877 | $4.1M | Reduce -11.0% |
| TSN Tyson Foods Inc. Class A | 2.62% | 69,689 | $3.9M | Reduce -0.1% |
| BKR Baker Hughes Co. | 2.58% | 100,246 | $3.8M | Reduce -1.1% |
| VCLT Vanguard Long-Term Corp. Bond | 2.54% | 49,803 | $3.8M | Add +0.3% |
| LAMR Lamar Advertising Co. Class A | 2.51% | 30,734 | $3.7M | Add +0.3% |
| DVN Devon Energy Corp. | 2.32% | 108,524 | $3.5M | Add +37.5% |
| C Citigroup Inc. | 2.31% | 40,459 | $3.4M | Reduce -24.2% |
| TGT Target Corp. | 2.30% | 34,756 | $3.4M | Add +49.6% |
| UPS United Parcel Service Class B | 2.21% | 32,592 | $3.3M | Reduce -4.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.17% | 26,111 | $3.2M | Add +34.7% |
| GOOGL Alphabet Inc. Class A | 2.05% | 17,316 | $3.1M | Add +59.3% |
| KEY Keycorp | 1.96% | 167,909 | $2.9M | Add +0.1% |
| PFF iShares Preferred & Income S | 1.88% | 91,167 | $2.8M | Add +0.7% |
| QCOM Qualcomm Inc. | 1.83% | 17,069 | $2.7M | Add +0.1% |
| LMT Lockheed Martin Corp. | 1.81% | 5,803 | $2.7M | Reduce -0.1% |
| ARE Alexandria Real Estate Equit | 1.79% | 36,754 | $2.7M | New |
| MDT Medtronic PLC | 1.78% | 30,451 | $2.7M | Add +0.1% |
| GIS General Mills Inc. | 1.76% | 50,540 | $2.6M | Reduce -2.8% |
| CSCO Cisco Systems Inc. | 1.73% | 37,086 | $2.6M | Reduce -24.5% |
| OKE Oneok Inc. | 1.70% | 31,093 | $2.5M | New |
| PFE Pfizer Inc. | 1.66% | 101,846 | $2.5M | Reduce -31.1% |
| LRCX Lam Research Corp. | 1.64% | 25,119 | $2.4M | Reduce -20.1% |
| NTR Nutrien Ltd. | 1.61% | 41,172 | $2.4M | Reduce -22.5% |
| EWBC East West Bancorp Inc. | 1.45% | 21,313 | $2.2M | Reduce -1.9% |
| SBUX Starbucks Corp. | 1.44% | 23,397 | $2.1M | Add +0.7% |
| AAPL Apple Inc. | 1.42% | 10,338 | $2.1M | Reduce -0.0% |
| CMCSA Comcast Corp. Class A | 1.38% | 57,755 | $2.1M | Reduce -0.9% |
| AKAM Akamai Technologies Inc. | 1.31% | 24,519 | $2.0M | Add +2.7% |
| T AT&T Inc. | 1.30% | 66,983 | $1.9M | Reduce -29.4% |
| AMLP Alerian MLP ETF | 1.27% | 38,841 | $1.9M | Add +0.3% |
| BDX Becton Dickinson and Co. | 1.26% | 10,893 | $1.9M | Add +338.0% |
| TMO Thermo Fisher Scientific Inc. | 1.25% | 4,573 | $1.9M | Add +62.6% |
| MU Micron Technology Inc. | 1.24% | 14,990 | $1.8M | Reduce -0.8% |
| ELV Elevance Health Inc. | 1.21% | 4,615 | $1.8M | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 1.13% | 2,277 | $1.7M | Reduce -25.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.10% | 2,655 | $1.6M | Add +18.2% |
| AMZN Amazon.com Inc. | 1.10% | 7,476 | $1.6M | Reduce -1.3% |
| KHC The Kraft Heinz Co. | 1.10% | 63,504 | $1.6M | Add +4.8% |
| AMD Advanced Micro Devices | 1.06% | 11,167 | $1.6M | Reduce -0.0% |
| NXPI NXP Semiconductors NV | 1.03% | 7,019 | $1.5M | Reduce -17.9% |
| NKE Nike Inc. Class B | 1.02% | 21,450 | $1.5M | Reduce -4.9% |
| REGN Regeneron Pharmaceuticals | 0.95% | 2,697 | $1.4M | New |
| PYPL PayPal Holdings Inc. | 0.89% | 17,895 | $1.3M | Reduce -0.8% |
| INCY Incyte Corp. | 0.83% | 18,088 | $1.2M | Add +0.0% |
| APTV Aptiv PLC | 0.81% | 17,682 | $1.2M | Reduce -1.0% |
| CVS CVS Health Corp. | 0.76% | 16,441 | $1.1M | Reduce -28.1% |
| YUMC Yum China Holdings Inc. | 0.66% | 21,890 | $979K | Reduce -2.3% |
| PPG PPG Industries Inc. | 0.45% | 5,825 | $663K | Reduce -0.2% |
| VCIT Vanguard Int-Term Corporate | 0.40% | 7,256 | $602K | Reduce -38.0% |
| VRP Invesco Variable Rate Prefer | 0.37% | 22,344 | $546K | Reduce -2.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.30% | 4,027 | $441K | Reduce -3.7% |
| SCHX Schwab US Large-Cap ETF | 0.22% | 13,104 | $320K | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 0.18% | 2,480 | $273K | No change |
| BRC Brady Corporation Class A | 0.15% | 3,270 | $222K | Reduce -0.5% |
| PLAB Photronics Inc. | 0.15% | 11,513 | $217K | Add +19.2% |
| AX Axos Financial Inc. | 0.14% | 2,645 | $201K | Reduce -0.1% |
| GMED Globus Medical Inc. Class A | 0.13% | 3,380 | $199K | Add +81.1% |
| PFGC Performance Food Group Co. | 0.13% | 2,277 | $199K | Add +0.3% |
| SCHG Schwab US Large-Cap Growth | 0.13% | 6,666 | $195K | Reduce -1.1% |
| MHK Mohawk Industries Inc. | 0.13% | 1,852 | $194K | Add +19.6% |
| UCTT Ultra Clean Holdings Inc. | 0.13% | 8,243 | $186K | Reduce -0.1% |
| VRNT Verint Systems Inc. | 0.12% | 9,277 | $182K | New |
| CSV Carriage Services Inc. | 0.12% | 3,882 | $178K | No change |
| UPBD Upbound Group Inc. | 0.12% | 6,866 | $172K | Add +3.7% |
| SCHA Schwab US Small-Cap ETF | 0.12% | 6,782 | $172K | Add +0.3% |
| NVDA Nvidia Corp. | 0.11% | 1,070 | $169K | No change |
| THRM Gentherm Inc. | 0.11% | 5,930 | $168K | No change |
| ZETA Zeta Global Holdings Corp. Class A | 0.11% | 10,794 | $167K | Add +6.1% |
| NSIT Insight Enterprises Inc. | 0.11% | 1,175 | $162K | Reduce -0.2% |
| MTH Meritage Homes Corp. | 0.11% | 2,343 | $157K | Add +0.1% |
| ENS Enersys | 0.10% | 1,773 | $152K | No change |
| ABM Abm Industries Inc. | 0.10% | 3,077 | $145K | Add +2.0% |
| ACMR Acm Research Inc. Class A | 0.09% | 5,115 | $132K | No change |
| WAL Western Alliance Bancorp | 0.09% | 1,694 | $132K | New |
| KELYA Kelly Services Inc. Class A | 0.09% | 11,060 | $130K | Add +1.1% |
| IWD iShares Russell 1000 Value E | 0.08% | 577 | $112K | No change |
| SSTK Shutterstock Inc. | 0.07% | 5,830 | $111K | No change |
| JNK SS SPDR BB High Yield Bond | 0.07% | 1,124 | $109K | Add +54.2% |
| OC Owens Corning | 0.07% | 786 | $108K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.07% | 1,305 | $104K | Reduce -21.1% |
| DAR Darling Ingredients Inc. | 0.07% | 2,558 | $97K | No change |
| SCHD Schwab US DVD Equity ETF | 0.07% | 3,659 | $97K | Reduce -0.1% |
| MPB Mid Penn Bancorp Inc. | 0.06% | 3,420 | $96K | New |
| DOC Healthpeak Properties Inc. | 0.06% | 5,460 | $96K | New |
| NJR New Jersey Resources Corp. | 0.06% | 2,129 | $95K | New |
| COHU Cohu Inc. | 0.06% | 4,918 | $95K | No change |
| NWN Northwest Natural Holding Co. | 0.06% | 2,352 | $93K | No change |
| BOOM DMC Global Inc. | 0.06% | 10,598 | $85K | Add +1.5% |
| DFH Dream Finders Homes Inc. Class A | 0.06% | 3,383 | $85K | Add +8.1% |
| AMKR Amkor Technology Inc. | 0.06% | 4,010 | $84K | No change |
| APLE Apple Hospitality REIT Inc. | 0.05% | 6,778 | $79K | No change |
| MMSI Merit Medical Systems Inc. | 0.05% | 844 | $79K | No change |
| PGX Invesco Preferred ETF | 0.05% | 6,629 | $74K | No change |
| CMCO Columbus McKinnon Corp. | 0.04% | 4,013 | $61K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $2.7M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 39,923 | $2.7M | New |
Total filed on the 13F, all lines: $151.6M.
Portfolio Sells Q1 2025 → Q2 2025
| KDP Keurig Dr Pepper Inc. | Sold out | 0.00% | −2.52 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −2.45 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −1.55 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −1.02 |
| PFE Pfizer Inc. | Reduce -31.1% | 1.66% | −0.90 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.72 |
| T AT&T Inc. | Reduce -29.4% | 1.30% | −0.53 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.48 |
| BKR Baker Hughes Co. | Reduce -1.1% | 2.58% | −0.46 |
| TSN Tyson Foods Inc. Class A | Reduce -0.1% | 2.62% | −0.42 |
| GIS General Mills Inc. | Reduce -2.8% | 1.76% | −0.36 |
| UPS United Parcel Service Class B | Reduce -4.4% | 2.21% | −0.35 |
| CSCO Cisco Systems Inc. | Reduce -24.5% | 1.73% | −0.34 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -8.0% | 3.19% | −0.33 |
| CVS CVS Health Corp. | Reduce -28.1% | 0.76% | −0.30 |
| C Citigroup Inc. | Reduce -24.2% | 2.31% | −0.27 |
| VCIT Vanguard Int-Term Corporate | Reduce -38.0% | 0.40% | −0.25 |
| NTR Nutrien Ltd. | Reduce -22.5% | 1.61% | −0.19 |
| ELV Elevance Health Inc. | Reduce -1.2% | 1.21% | −0.18 |
| AAPL Apple Inc. | Reduce -0.0% | 1.42% | −0.14 |
| YUMC Yum China Holdings Inc. | Reduce -2.3% | 0.66% | −0.14 |
| MCB Metropolitan Bank Holding Co. | Sold out | 0.00% | −0.13 |
| NVST Envista Holdings Corp. | Sold out | 0.00% | −0.11 |
| AGCO Agco Corp. | Sold out | 0.00% | −0.08 |
| BLK BlackRock Inc. | Reduce -11.0% | 2.73% | −0.08 |
| CMCSA Comcast Corp. Class A | Reduce -0.9% | 1.38% | −0.08 |
| INGR Ingredion Inc. | Sold out | 0.00% | −0.08 |
| NXPI NXP Semiconductors NV | Reduce -17.9% | 1.03% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -25.6% | 1.13% | −0.07 |
| THO Thor Industries Inc. | Sold out | 0.00% | −0.07 |
| GLW Corning Inc. | Sold out | 0.00% | −0.06 |
| PFBC Preferred Bank/Los Angeles | Sold out | 0.00% | −0.06 |
| USFD US Foods Holding Corp. | Sold out | 0.00% | −0.05 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -58.4% | 0.03% | −0.05 |
| COP Conocophillips | Sold out | 0.00% | −0.04 |
| ACLS Axcelis Technologies Inc. | Sold out | 0.00% | −0.04 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.04 |
| IP International Paper Co. | Reduce -50.4% | 0.03% | −0.04 |
| CATY Cathay General Bancorp | Reduce -45.0% | 0.03% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -21.1% | 0.07% | −0.02 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -3.7% | 0.30% | −0.01 |
| NSIT Insight Enterprises Inc. | Reduce -0.2% | 0.11% | −0.01 |
| VRP Invesco Variable Rate Prefer | Reduce -2.0% | 0.37% | −0.01 |
| BRC Brady Corporation Class A | Reduce -0.5% | 0.15% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -9.5% | 0.04% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.1% | 0.07% | −0.00 |
| XLRE SS Real Estate Select Sector | Sold out | 0.00% | −0.00 |
| UCTT Ultra Clean Holdings Inc. | Reduce -0.1% | 0.13% | +0.00 |
| PPG PPG Industries Inc. | Reduce -0.2% | 0.45% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.1% | 0.13% | +0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Add +4892.3% | 2.87% | +2.77 |
| ARE Alexandria Real Estate Equit | New | 1.79% | +1.79 |
| OKE Oneok Inc. | New | 1.70% | +1.70 |
| REGN Regeneron Pharmaceuticals | New | 0.95% | +0.95 |
| GOOGL Alphabet Inc. Class A | Add +59.3% | 2.05% | +0.90 |
| BDX Becton Dickinson and Co. | Add +338.0% | 1.26% | +0.87 |
| DIS The Walt Disney Co. | Add +34.7% | 2.17% | +0.87 |
| TGT Target Corp. | Add +49.6% | 2.30% | +0.65 |
| NTAP Netapp Inc. | Add +0.4% | 3.10% | +0.51 |
| DVN Devon Energy Corp. | Add +37.5% | 2.32% | +0.30 |
| TMO Thermo Fisher Scientific Inc. | Add +62.6% | 1.25% | +0.29 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +18.2% | 1.10% | +0.24 |
| KEY Keycorp | Add +0.1% | 1.96% | +0.13 |
| LAMR Lamar Advertising Co. Class A | Add +0.3% | 2.51% | +0.12 |
| VRNT Verint Systems Inc. | New | 0.12% | +0.12 |
| WAL Western Alliance Bancorp | New | 0.09% | +0.09 |
| INCY Incyte Corp. | Add +0.0% | 0.83% | +0.08 |
| MPB Mid Penn Bancorp Inc. | New | 0.06% | +0.06 |
| DOC Healthpeak Properties Inc. | New | 0.06% | +0.06 |
| NJR New Jersey Resources Corp. | New | 0.06% | +0.06 |
| GMED Globus Medical Inc. Class A | Add +81.1% | 0.13% | +0.04 |
| QCOM Qualcomm Inc. | Add +0.1% | 1.83% | +0.04 |
| JNK SS SPDR BB High Yield Bond | Add +54.2% | 0.07% | +0.03 |
| ZETA Zeta Global Holdings Corp. Class A | Add +6.1% | 0.11% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +0.1% | 0.22% | +0.02 |
| PFGC Performance Food Group Co. | Add +0.3% | 0.13% | +0.01 |
| MHK Mohawk Industries Inc. | Add +19.6% | 0.13% | +0.01 |
| DFH Dream Finders Homes Inc. Class A | Add +8.1% | 0.06% | +0.01 |
| PLAB Photronics Inc. | Add +19.2% | 0.15% | +0.01 |
| UPBD Upbound Group Inc. | Add +3.7% | 0.12% | +0.01 |
| SCHA Schwab US Small-Cap ETF | Add +0.3% | 0.12% | +0.01 |
| SCHM Schwab US Mid Cap ETF | Add +1.0% | 0.04% | +0.00 |
| AKAM Akamai Technologies Inc. | Add +2.7% | 1.31% | +0.00 |
| ORC Orchid Island Capital Inc. | New | 0.00% | +0.00 |
| ABM Abm Industries Inc. | Add +2.0% | 0.10% | +0.00 |
| BOOM DMC Global Inc. | Add +1.5% | 0.06% | −0.00 |
| MTH Meritage Homes Corp. | Add +0.1% | 0.11% | −0.01 |
| KELYA Kelly Services Inc. Class A | Add +1.1% | 0.09% | −0.01 |
| PFF iShares Preferred & Income S | Add +0.7% | 1.88% | −0.02 |
| VCLT Vanguard Long-Term Corp. Bond | Add +0.3% | 2.54% | −0.03 |
| MDT Medtronic PLC | Add +0.1% | 1.78% | −0.08 |
| AMLP Alerian MLP ETF | Add +0.3% | 1.27% | −0.10 |
| SBUX Starbucks Corp. | Add +0.7% | 1.44% | −0.12 |
| KHC The Kraft Heinz Co. | Add +4.8% | 1.10% | −0.16 |
Notes & Other Activity Q1 2025 → Q2 2025
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | New | 39,923 | $2.7M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |