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

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 Q1 2025 Q2 2025: $148.9M $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 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
SDY SS SPDR S&P Dividend ETF 0.04% 449 $61K Reduce -9.5%
SCHM Schwab US Mid Cap ETF 0.04% 2,172 $61K Add +1.0%
PEP Pepsico Inc. 0.04% 400 $53K No change
IVE iShares S&P 500 Value ETF 0.03% 259 $51K No change
CATY Cathay General Bancorp 0.03% 1,100 $50K Reduce -45.0%
SJNK SS SPDR BB St Hi Yield ETF 0.03% 1,947 $50K Reduce -58.4%
HPQ HP Inc. 0.03% 1,942 $48K No change
XLP SS Consumer Staples Sel Sect 0.03% 548 $44K No change
MGPI MGP Ingredients Inc. 0.03% 1,462 $44K No change
IP International Paper Co. 0.03% 900 $42K Reduce -50.4%
PGF Invesco Financial Preferred 0.02% 2,588 $37K No change
IJK iShares S&P Mid-Cap 400 Grow 0.02% 368 $33K No change
IJT iShares S&P Small-Cap 600 GR 0.02% 232 $31K No change
IJJ iShares S&P Mid-Cap 400 Valu 0.02% 244 $30K No change
IJS iShares S&P Small-Cap 600 Va 0.02% 244 $24K No change
TSLA Tesla Inc. 0.01% 50 $16K No change
BA The Boeing Co. 0.01% 75 $16K No change
DVAX Dynavax Technologies Corp. 0.01% 1,260 $12K No change
WYNN WYNN Resorts Ltd. 0.01% 100 $9K No change
IWB iShares Russell 1000 ETF 0.01% 22 $7K No change
BROS Dutch Bros Inc. Class A 0.00% 100 $7K No change
SCHZ Schwab US Aggregate Bond ETF 0.00% 264 $6K No change
XLF SS Financial Select Sector 0.00% 75 $4K No change
ORC Orchid Island Capital Inc. 0.00% 225 $2K New
APOG Apogee Enterprises Inc. 0.00% 1 $20 No change
CNOB Connectone Bancorp Inc. 0.00% 1 $12 No change
MEI Methode Electronics Inc. 0.00% 1 $5 No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $2.7M (not counted above)
SecurityClassShares / PrincipalValueChange
BOEING CO/THE (BA 6 10/15/27) DEP CONV PFD A 39,923$2.7MNew

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

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