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

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 Q2 2025 Q3 2025: $154.4M $154.4M Q3 2025 Q4 2025: $153.5M Q4 2025 Q1 2026: $147.0M Q1 2026 Q2 2026: $150.7M Q2 2026

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
COHU Cohu Inc. 0.05% 3,695 $75K Reduce -24.9%
BOOM DMC Global Inc. 0.05% 8,631 $73K Reduce -18.6%
SDY SS SPDR S&P Dividend ETF 0.04% 450 $63K Add +0.2%
APLE Apple Hospitality REIT Inc. 0.04% 5,114 $61K Reduce -24.6%
SCHM Schwab US Mid Cap ETF 0.04% 2,035 $60K Reduce -6.3%
DAR Darling Ingredients Inc. 0.04% 1,927 $59K Reduce -24.7%
PEP Pepsico Inc. 0.04% 400 $56K No change
IVE iShares S&P 500 Value ETF 0.03% 259 $53K No change
HPQ HP Inc. 0.03% 1,942 $53K No change
SJNK SS SPDR BB St Hi Yield ETF 0.03% 1,947 $50K No change
CMCO Columbus McKinnon Corp. 0.03% 3,026 $43K Reduce -24.6%
XLP SS Consumer Staples Sel Sect 0.03% 548 $43K No change
IP International Paper Co. 0.03% 900 $42K No change
PGF Invesco Financial Preferred 0.02% 2,588 $38K No change
MGPI MGP Ingredients Inc. 0.02% 1,462 $35K No change
IJK iShares S&P Mid-Cap 400 Grow 0.02% 368 $35K No change
IJT iShares S&P Small-Cap 600 GR 0.02% 232 $33K No change
IJJ iShares S&P Mid-Cap 400 Valu 0.02% 244 $32K No change
CATY Cathay General Bancorp 0.02% 600 $29K Reduce -45.5%
IJS iShares S&P Small-Cap 600 Va 0.02% 244 $27K No change
TSLA Tesla Inc. 0.01% 50 $22K No change
BA The Boeing Co. 0.01% 75 $16K No change
WYNN WYNN Resorts Ltd. 0.01% 100 $13K No change
DVAX Dynavax Technologies Corp. 0.01% 1,260 $13K No change
VCLT Vanguard Long-Term Corp. Bond 0.01% 105 $8K Reduce -99.8%
IWB iShares Russell 1000 ETF 0.01% 22 $8K No change
SCHZ Schwab US Aggregate Bond ETF 0.00% 264 $6K No change
BROS Dutch Bros Inc. Class A 0.00% 100 $5K No change
XLF SS Financial Select Sector 0.00% 75 $4K No change
ORC Orchid Island Capital Inc. 0.00% 225 $2K No change
APOG Apogee Enterprises Inc. 0.00% 1 $22 No change
CNOB Connectone Bancorp Inc. 0.00% 1 $12 No change
MEI Methode Electronics Inc. 0.00% 1 $4 No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $2.8M (not counted above)
SecurityClassShares / PrincipalValueChange
BOEING CO/THE (BA 6 10/15/27) DEP CONV PFD A 40,088$2.8MAdd +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

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