Palouse Capital Management, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 23, 2025), Palouse Capital Management, Inc. reported 133 stock positions worth $154.4 million. Its top holding was Microsoft (MSFT) at 3.8% of the portfolio, followed by Netapp (NTAP, 3.3%) and SS SPDR BB 1-3M T-Bill ETF (BIL, 3.2%). Compared with Q2 2025, it opened 7 new positions, sold out of 1, added to 23 and reduced 69. The biggest buy was a new position in PIMCO Multisector Bond Actv (PYLD) and the biggest sale an exit from BlackRock (BLK).
- Most Recent 13F
- Q2 2026
- Location
- SPOKANE, WA
- CIK
- 0001056516
- Portfolio Value
- $154.4M (Q3 2025)
- SEC Filing
- 0001056516-25-000007 ↗ filed Oct 23, 2025
Holdings Value
Holdings 133 stocks · $154.4M
| MSFT Microsoft Corp. | 3.84% | 11,437 | $5.9M | Reduce -1.2% |
| NTAP Netapp Inc. | 3.31% | 43,130 | $5.1M | Reduce -0.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.21% | 54,019 | $5.0M | Add +4.2% |
| BKR Baker Hughes Co. | 3.13% | 99,356 | $4.8M | Reduce -0.9% |
| UNH Unitedhealth Group Inc. | 3.03% | 13,560 | $4.7M | Reduce -0.9% |
| PYLD PIMCO Multisector Bond Actv | 2.87% | 165,407 | $4.4M | New |
| HBAN Huntington Bancshares Inc. | 2.79% | 249,799 | $4.3M | Reduce -0.8% |
| C Citigroup Inc. | 2.64% | 40,115 | $4.1M | Reduce -0.8% |
| TSN Tyson Foods Inc. Class A | 2.50% | 71,010 | $3.9M | Add +1.9% |
| DVN Devon Energy Corp. | 2.46% | 108,369 | $3.8M | Reduce -0.1% |
| LAMR Lamar Advertising Co. Class A | 2.44% | 30,737 | $3.8M | Add +0.0% |
| UPS United Parcel Service Class B | 2.37% | 43,912 | $3.7M | Add +34.7% |
| GOOGL Alphabet Inc. Class A | 2.35% | 14,940 | $3.6M | Reduce -13.7% |
| KEY Keycorp | 2.02% | 166,587 | $3.1M | Reduce -0.8% |
| TGT Target Corp. | 2.01% | 34,547 | $3.1M | Reduce -0.6% |
| ARE Alexandria Real Estate Equit | 2.00% | 37,118 | $3.1M | Add +1.0% |
| PFF iShares Preferred & Income S | 1.88% | 91,966 | $2.9M | Add +0.9% |
| LMT Lockheed Martin Corp. | 1.88% | 5,809 | $2.9M | Add +0.1% |
| MDT Medtronic PLC | 1.88% | 30,422 | $2.9M | Reduce -0.1% |
| QCOM Qualcomm Inc. | 1.84% | 17,115 | $2.8M | Add +0.3% |
| NEM Newmont Corp. | 1.75% | 32,021 | $2.7M | Reduce -64.1% |
| PFE Pfizer Inc. | 1.73% | 104,581 | $2.7M | Add +2.7% |
| VZ Verizon Communications Inc. | 1.71% | 60,005 | $2.6M | New |
| AAPL Apple Inc. | 1.70% | 10,300 | $2.6M | Reduce -0.4% |
| CSCO Cisco Systems Inc. | 1.65% | 37,287 | $2.6M | Add +0.5% |
| NTR Nutrien Ltd. | 1.58% | 41,579 | $2.4M | Add +1.0% |
| OKE Oneok Inc. | 1.49% | 31,436 | $2.3M | Add +1.1% |
| EWBC East West Bancorp Inc. | 1.44% | 20,920 | $2.2M | Reduce -1.8% |
| AKAM Akamai Technologies Inc. | 1.35% | 27,425 | $2.1M | Add +11.8% |
| TMO Thermo Fisher Scientific Inc. | 1.34% | 4,265 | $2.1M | Reduce -6.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.32% | 17,836 | $2.0M | Reduce -31.7% |
| BDX Becton Dickinson and Co. | 1.31% | 10,842 | $2.0M | Reduce -0.5% |
| SBUX Starbucks Corp. | 1.30% | 23,647 | $2.0M | Add +1.1% |
| FISV Fiserv Inc. | 1.29% | 15,417 | $2.0M | New |
| EG Everest Group Ltd. | 1.28% | 5,625 | $2.0M | New |
| ELV Elevance Health Inc. | 1.27% | 6,092 | $2.0M | Add +32.0% |
| MRSH Marsh & McLennan Cos | 1.24% | 9,525 | $1.9M | New |
| MU Micron Technology Inc. | 1.23% | 11,363 | $1.9M | Reduce -24.2% |
| T AT&T Inc. | 1.23% | 67,026 | $1.9M | Add +0.1% |
| AMLP Alerian MLP ETF | 1.20% | 39,616 | $1.9M | Add +2.0% |
| AMD Advanced Micro Devices | 1.15% | 11,011 | $1.8M | Reduce -1.4% |
| GIS General Mills Inc. | 1.12% | 34,339 | $1.7M | Reduce -32.1% |
| KHC The Kraft Heinz Co. | 1.10% | 65,324 | $1.7M | Add +2.9% |
| AMZN Amazon.com Inc. | 1.06% | 7,460 | $1.6M | Reduce -0.2% |
| CMCSA Comcast Corp. Class A | 1.01% | 49,717 | $1.6M | Reduce -13.9% |
| INCY Incyte Corp. | 0.99% | 18,023 | $1.5M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.98% | 2,061 | $1.5M | Reduce -9.5% |
| NKE Nike Inc. Class B | 0.96% | 21,361 | $1.5M | Reduce -0.4% |
| REGN Regeneron Pharmaceuticals | 0.94% | 2,593 | $1.5M | Reduce -3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.93% | 2,156 | $1.4M | Reduce -18.8% |
| APTV Aptiv PLC | 0.93% | 16,652 | $1.4M | Reduce -5.8% |
| ADBE Adobe Inc. | 0.88% | 3,835 | $1.4M | New |
| CVS CVS Health Corp. | 0.81% | 16,675 | $1.3M | Add +1.4% |
| PYPL PayPal Holdings Inc. | 0.75% | 17,382 | $1.2M | Reduce -2.9% |
| LRCX Lam Research Corp. | 0.74% | 8,479 | $1.1M | Reduce -66.2% |
| YUMC Yum China Holdings Inc. | 0.60% | 21,640 | $929K | Reduce -1.1% |
| PPG PPG Industries Inc. | 0.39% | 5,775 | $607K | Reduce -0.9% |
| VCIT Vanguard Int-Term Corporate | 0.39% | 7,186 | $604K | Reduce -1.0% |
| VRP Invesco Variable Rate Prefer | 0.35% | 22,183 | $548K | Reduce -0.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.29% | 4,022 | $448K | Reduce -0.1% |
| SCHX Schwab US Large-Cap ETF | 0.22% | 12,783 | $337K | Reduce -2.5% |
| IVW iShares S&P 500 Growth ETF | 0.19% | 2,480 | $299K | No change |
| BRC Brady Corporation Class A | 0.17% | 3,269 | $255K | Reduce -0.0% |
| PLAB Photronics Inc. | 0.16% | 10,526 | $242K | Reduce -8.6% |
| MHK Mohawk Industries Inc. | 0.15% | 1,845 | $238K | Reduce -0.4% |
| PFGC Performance Food Group Co. | 0.15% | 2,225 | $231K | Reduce -2.3% |
| AX Axos Financial Inc. | 0.14% | 2,604 | $220K | Reduce -1.6% |
| SCHG Schwab US Large-Cap Growth | 0.13% | 6,486 | $207K | Reduce -2.7% |
| UCTT Ultra Clean Holdings Inc. | 0.13% | 7,482 | $204K | Reduce -9.2% |
| ENS Enersys | 0.13% | 1,779 | $201K | Add +0.3% |
| NVDA Nvidia Corp. | 0.13% | 1,070 | $200K | No change |
| GMED Globus Medical Inc. Class A | 0.12% | 3,356 | $192K | Reduce -0.7% |
| VRNT Verint Systems Inc. | 0.12% | 9,169 | $186K | Reduce -1.2% |
| SCHA Schwab US Small-Cap ETF | 0.12% | 6,644 | $185K | Reduce -2.0% |
| THRM Gentherm Inc. | 0.11% | 5,163 | $176K | Reduce -12.9% |
| MTH Meritage Homes Corp. | 0.10% | 2,219 | $161K | Reduce -5.3% |
| ACMR Acm Research Inc. Class A | 0.10% | 3,931 | $154K | Reduce -23.1% |
| ZETA Zeta Global Holdings Corp. Class A | 0.10% | 7,634 | $152K | Reduce -29.3% |
| NXPI NXP Semiconductors NV | 0.09% | 639 | $146K | Reduce -90.9% |
| WAL Western Alliance Bancorp | 0.09% | 1,676 | $145K | Reduce -1.1% |
| ABM Abm Industries Inc. | 0.09% | 3,052 | $141K | Reduce -0.8% |
| UPBD Upbound Group Inc. | 0.09% | 5,849 | $138K | Reduce -14.8% |
| DOC Healthpeak Properties Inc. | 0.09% | 7,118 | $136K | Add +30.4% |
| KELYA Kelly Services Inc. Class A | 0.08% | 9,476 | $124K | Reduce -14.3% |
| IWD iShares Russell 1000 Value E | 0.08% | 577 | $117K | No change |
| AMKR Amkor Technology Inc. | 0.07% | 4,010 | $114K | No change |
| BWB Bridgewater Bancshares Inc. | 0.07% | 6,402 | $113K | New |
| NSIT Insight Enterprises Inc. | 0.07% | 991 | $112K | Reduce -15.7% |
| JNK SS SPDR BB High Yield Bond | 0.07% | 1,124 | $110K | No change |
| NWN Northwest Natural Holding Co. | 0.07% | 2,352 | $106K | No change |
| SSTK Shutterstock Inc. | 0.07% | 4,957 | $103K | Reduce -15.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.07% | 1,285 | $103K | Reduce -1.5% |
| NJR New Jersey Resources Corp. | 0.07% | 2,129 | $103K | No change |
| OC Owens Corning | 0.07% | 718 | $102K | Reduce -8.7% |
| SCHD Schwab US DVD Equity ETF | 0.06% | 3,615 | $99K | Reduce -1.2% |
| MPB Mid Penn Bancorp Inc. | 0.06% | 3,420 | $98K | No change |
| CSV Carriage Services Inc. | 0.06% | 2,154 | $96K | Reduce -44.5% |
| MMSI Merit Medical Systems Inc. | 0.06% | 1,076 | $90K | Add +27.5% |
| DFH Dream Finders Homes Inc. Class A | 0.06% | 3,383 | $88K | No change |
| PGX Invesco Preferred ETF | 0.05% | 6,629 | $77K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $2.8M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 40,088 | $2.8M | Add +0.4% |
Total filed on the 13F, all lines: $157.2M.
Portfolio Sells Q2 2025 → Q3 2025
| BLK BlackRock Inc. | Sold out | 0.00% | −2.73 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -99.8% | 0.01% | −2.53 |
| NEM Newmont Corp. | Reduce -64.1% | 1.75% | −1.74 |
| NXPI NXP Semiconductors NV | Reduce -90.9% | 0.09% | −0.94 |
| LRCX Lam Research Corp. | Reduce -66.2% | 0.74% | −0.91 |
| DIS The Walt Disney Co. | Reduce -31.7% | 1.32% | −0.85 |
| GIS General Mills Inc. | Reduce -32.1% | 1.12% | −0.64 |
| CMCSA Comcast Corp. Class A | Reduce -13.9% | 1.01% | −0.37 |
| TGT Target Corp. | Reduce -0.6% | 2.01% | −0.30 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -18.8% | 0.93% | −0.17 |
| META Meta Platforms Inc. Class A | Reduce -9.5% | 0.98% | −0.15 |
| PYPL PayPal Holdings Inc. | Reduce -2.9% | 0.75% | −0.14 |
| NKE Nike Inc. Class B | Reduce -0.4% | 0.96% | −0.06 |
| CSV Carriage Services Inc. | Reduce -44.5% | 0.06% | −0.06 |
| YUMC Yum China Holdings Inc. | Reduce -1.1% | 0.60% | −0.06 |
| PPG PPG Industries Inc. | Reduce -0.9% | 0.39% | −0.05 |
| HBAN Huntington Bancshares Inc. | Reduce -0.8% | 2.79% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 1.06% | −0.04 |
| NSIT Insight Enterprises Inc. | Reduce -15.7% | 0.07% | −0.04 |
| MSFT Microsoft Corp. | Reduce -1.2% | 3.84% | −0.03 |
| DAR Darling Ingredients Inc. | Reduce -24.7% | 0.04% | −0.03 |
| UPBD Upbound Group Inc. | Reduce -14.8% | 0.09% | −0.03 |
| CATY Cathay General Bancorp | Reduce -45.5% | 0.02% | −0.01 |
| COHU Cohu Inc. | Reduce -24.9% | 0.05% | −0.01 |
| ZETA Zeta Global Holdings Corp. Class A | Reduce -29.3% | 0.10% | −0.01 |
| APLE Apple Hospitality REIT Inc. | Reduce -24.6% | 0.04% | −0.01 |
| CMCO Columbus McKinnon Corp. | Reduce -24.6% | 0.03% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Reduce -1.0% | 0.39% | −0.01 |
| VRP Invesco Variable Rate Prefer | Reduce -0.7% | 0.35% | −0.01 |
| BOOM DMC Global Inc. | Reduce -18.6% | 0.05% | −0.01 |
| MU Micron Technology Inc. | Reduce -24.2% | 1.23% | −0.01 |
| GMED Globus Medical Inc. Class A | Reduce -0.7% | 0.12% | −0.01 |
| SSTK Shutterstock Inc. | Reduce -15.0% | 0.07% | −0.01 |
| REGN Regeneron Pharmaceuticals | Reduce -3.9% | 0.94% | −0.01 |
| OC Owens Corning | Reduce -8.7% | 0.07% | −0.01 |
| KELYA Kelly Services Inc. Class A | Reduce -14.3% | 0.08% | −0.01 |
| ABM Abm Industries Inc. | Reduce -0.8% | 0.09% | −0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -0.1% | 0.29% | −0.01 |
| EWBC East West Bancorp Inc. | Reduce -1.8% | 1.44% | −0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -1.5% | 0.07% | −0.00 |
| VRNT Verint Systems Inc. | Reduce -1.2% | 0.12% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Reduce -6.3% | 0.04% | −0.00 |
| MTH Meritage Homes Corp. | Reduce -5.3% | 0.10% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.2% | 0.06% | −0.00 |
| THRM Gentherm Inc. | Reduce -12.9% | 0.11% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.5% | 0.22% | +0.00 |
| SCHG Schwab US Large-Cap Growth | Reduce -2.7% | 0.13% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -2.0% | 0.12% | +0.00 |
| WAL Western Alliance Bancorp | Reduce -1.1% | 0.09% | +0.01 |
| UCTT Ultra Clean Holdings Inc. | Reduce -9.2% | 0.13% | +0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| PYLD PIMCO Multisector Bond Actv | New | 2.87% | +2.87 |
| VZ Verizon Communications Inc. | New | 1.71% | +1.71 |
| FISV Fiserv Inc. | New | 1.29% | +1.29 |
| EG Everest Group Ltd. | New | 1.28% | +1.28 |
| MRSH Marsh & McLennan Cos | New | 1.24% | +1.24 |
| ADBE Adobe Inc. | New | 0.88% | +0.88 |
| ARE Alexandria Real Estate Equit | Add +1.0% | 2.00% | +0.21 |
| UPS United Parcel Service Class B | Add +34.7% | 2.37% | +0.17 |
| BWB Bridgewater Bancshares Inc. | New | 0.07% | +0.07 |
| LMT Lockheed Martin Corp. | Add +0.1% | 1.88% | +0.07 |
| ELV Elevance Health Inc. | Add +32.0% | 1.27% | +0.07 |
| PFE Pfizer Inc. | Add +2.7% | 1.73% | +0.07 |
| CVS CVS Health Corp. | Add +1.4% | 0.81% | +0.05 |
| AKAM Akamai Technologies Inc. | Add +11.8% | 1.35% | +0.03 |
| ENS Enersys | Add +0.3% | 0.13% | +0.03 |
| DOC Healthpeak Properties Inc. | Add +30.4% | 0.09% | +0.02 |
| QCOM Qualcomm Inc. | Add +0.3% | 1.84% | +0.02 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +4.2% | 3.21% | +0.02 |
| MMSI Merit Medical Systems Inc. | Add +27.5% | 0.06% | +0.01 |
| PFF iShares Preferred & Income S | Add +0.9% | 1.88% | +0.00 |
| KHC The Kraft Heinz Co. | Add +2.9% | 1.10% | +0.00 |
| SDY SS SPDR S&P Dividend ETF | Add +0.2% | 0.04% | −0.00 |
| NTR Nutrien Ltd. | Add +1.0% | 1.58% | −0.03 |
| LAMR Lamar Advertising Co. Class A | Add +0.0% | 2.44% | −0.07 |
| AMLP Alerian MLP ETF | Add +2.0% | 1.20% | −0.07 |
| CSCO Cisco Systems Inc. | Add +0.5% | 1.65% | −0.08 |
| T AT&T Inc. | Add +0.1% | 1.23% | −0.08 |
| TSN Tyson Foods Inc. Class A | Add +1.9% | 2.50% | −0.12 |
| SBUX Starbucks Corp. | Add +1.1% | 1.30% | −0.14 |
| OKE Oneok Inc. | Add +1.1% | 1.49% | −0.22 |
Notes & Other Activity Q2 2025 → Q3 2025
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | Add +0.4% | 40,088 | $2.8M |
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 |