Palouse Capital Management, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Palouse Capital Management, Inc. reported 133 stock positions worth $147.0 million. Its top holding was Microsoft (MSFT) at 3.9% of the portfolio, followed by Baker Hughes (BKR, 3.7%) and Tyson Foods Class A (TSN, 3.3%). Compared with Q4 2025, it opened 13 new positions, sold out of 41, added to 22 and reduced 76. The biggest buy was a new position in Dell Technologies -C (DELL) and the biggest sale an exit from Target (TGT).

Most Recent 13F
Q2 2026
Location
SPOKANE, WA
CIK
0001056516
Portfolio Value
$147.0M (Q1 2026)
SEC Filing
0001056516-26-000002 ↗ filed Apr 24, 2026

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

Holdings 133 stocks · $147.0M
MSFT Microsoft Corp. 3.93% 15,622 $5.8M Add +41.2%
BKR Baker Hughes Co. 3.71% 89,441 $5.5M Reduce -6.3%
TSN Tyson Foods Inc. Class A 3.32% 76,204 $4.9M Reduce -3.9%
PYLD PIMCO Multisector Bond Actv 2.86% 160,589 $4.2M Reduce -1.0%
BIL SS SPDR BB 1-3M T-Bill ETF 2.79% 44,750 $4.1M Reduce -26.2%
NTAP Netapp Inc. 2.78% 39,855 $4.1M Reduce -3.9%
TXN Texas Instruments Inc. 2.77% 20,943 $4.1M Reduce -4.1%
UPS United Parcel Service Class B 2.66% 39,789 $3.9M Reduce -1.9%
GOOGL Alphabet Inc. Class A 2.66% 13,575 $3.9M Reduce -5.2%
QCOM Qualcomm Inc. 2.58% 29,467 $3.8M Add +78.2%
LAMR Lamar Advertising Co. Class A 2.48% 28,820 $3.7M Reduce -4.6%
HBAN Huntington Bancshares Inc. 2.44% 229,594 $3.6M Reduce -5.2%
DVN Devon Energy Corp. 2.40% 70,235 $3.5M Reduce -32.0%
C Citigroup Inc. 2.39% 30,926 $3.5M Reduce -19.3%
UNH Unitedhealth Group Inc. 2.31% 12,575 $3.4M Reduce -1.4%
MU Micron Technology Inc. 2.19% 9,528 $3.2M Reduce -6.8%
AKAM Akamai Technologies Inc. 2.08% 26,594 $3.1M Add +1.8%
GIS General Mills Inc. 2.07% 81,627 $3.0M Add +147.7%
DELL Dell Technologies -C 2.01% 17,962 $2.9M New
PFE Pfizer Inc. 1.89% 99,068 $2.8M Reduce -1.6%
VZ Verizon Communications Inc. 1.89% 55,335 $2.8M Add +3.8%
SNY Sanofi-ADR 1.78% 54,374 $2.6M New
CSCO Cisco Systems Inc. 1.78% 33,750 $2.6M Reduce -6.5%
OKE Oneok Inc. 1.77% 28,782 $2.6M Add +3.3%
MRSH Marsh & McLennan Cos 1.64% 13,866 $2.4M Add +7.8%
MDT Medtronic PLC 1.64% 27,752 $2.4M Reduce -5.7%
AMT American Tower Corp. 1.63% 13,884 $2.4M New
PFF iShares Preferred & Income S 1.60% 77,496 $2.3M Reduce -8.6%
J Jacobs Solutions Inc. 1.55% 17,866 $2.3M New
HON Honeywell International Inc. 1.45% 9,438 $2.1M Reduce -0.1%
HPE Hewlett Packard Enterprise 1.42% 87,604 $2.1M New
EWBC East West Bancorp Inc. 1.40% 19,223 $2.1M Reduce -4.4%
SBUX Starbucks Corp. 1.37% 22,481 $2.0M Reduce -5.2%
HEWLETT PACKARD ENTERPRISE C 1.34% 30,453 $2.0M New
AMLP Alerian MLP ETF 1.27% 35,592 $1.9M Reduce -7.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.25% 19,068 $1.8M Add +2.8%
T AT&T Inc. 1.24% 62,867 $1.8M Reduce -5.4%
REGN Regeneron Pharmaceuticals 1.23% 2,334 $1.8M Reduce -4.8%
KEY Keycorp 1.22% 89,343 $1.8M Reduce -44.6%
META Meta Platforms Inc. Class A 1.21% 3,109 $1.8M Reduce -1.4%
EG Everest Group Ltd. 1.19% 5,340 $1.7M Add +10.4%
ELV Elevance Health Inc. 1.09% 5,493 $1.6M Add +1.8%
BDX Becton Dickinson and Co. 1.06% 9,890 $1.6M Reduce -0.7%
NVDA Nvidia Corp. 1.03% 8,646 $1.5M Add +975.4%
AMZN Amazon.com Inc. 1.01% 7,135 $1.5M Reduce -1.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.91% 2,047 $1.3M Reduce -47.9%
AMD Advanced Micro Devices 0.84% 6,044 $1.2M Reduce -1.2%
PYPL PayPal Holdings Inc. 0.82% 26,772 $1.2M Add +64.6%
FISV Fiserv Inc. 0.80% 21,170 $1.2M Add +2.9%
APTV Aptiv PLC 0.80% 16,867 $1.2M Add +1.8%
CVS CVS Health Corp. 0.73% 14,946 $1.1M Reduce -7.1%
KHC The Kraft Heinz Co. 0.66% 43,302 $974K Reduce -7.3%
AAPL Apple Inc. 0.42% 2,418 $614K Reduce -0.5%
VCIT Vanguard Int-Term Corporate 0.40% 7,049 $583K Add +13.6%
PPG PPG Industries Inc. 0.36% 5,008 $535K Add +4.1%
LRCX Lam Research Corp. 0.34% 2,330 $498K Reduce -8.4%
VRP Invesco Variable Rate Prefer 0.27% 16,495 $396K Reduce -9.2%
UCTT Ultra Clean Holdings Inc. 0.27% 6,278 $390K Reduce -10.5%
WAT Waters Corp. 0.26% 1,282 $382K New
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.25% 3,345 $365K Reduce -4.8%
SCHX Schwab US Large-Cap ETF 0.22% 12,655 $324K Reduce -1.5%
IVW iShares S&P 500 Growth ETF 0.19% 2,480 $281K No change
TMO Thermo Fisher Scientific Inc. 0.16% 481 $236K Reduce -80.6%
PLAB Photronics Inc. 0.14% 4,999 $202K Reduce -18.9%
ENS Enersys 0.14% 1,150 $200K Reduce -17.4%
SCHA Schwab US Small-Cap ETF 0.13% 6,705 $195K Reduce -0.8%
SCHG Schwab US Large-Cap Growth 0.13% 6,468 $188K Add +0.3%
AX Axos Financial Inc. 0.12% 2,158 $184K Reduce -14.4%
BRC Brady Corporation Class A 0.12% 2,202 $179K Reduce -30.7%
PFGC Performance Food Group Co. 0.11% 1,952 $167K Reduce -9.6%
CVBF CVB Financial Corp. 0.11% 7,996 $155K New
MGRC McGrath Rentcorp 0.10% 1,356 $150K Reduce -6.6%
CCK Crown Holdings Inc. 0.10% 1,481 $148K New
VCSH Vanguard S/T Corp. Bond ETF 0.10% 1,813 $144K Add +45.2%
PSN Parsons Corp. 0.10% 2,589 $140K New
ZETA Zeta Global Holdings Corp. Class A 0.09% 8,636 $137K Reduce -7.2%
ITRI Itron Inc. 0.09% 1,513 $136K New
ACMR Acm Research Inc. Class A 0.09% 3,218 $127K Reduce -13.4%
YUMC Yum China Holdings Inc. 0.09% 2,577 $126K Reduce -87.5%
CXT Crane NXT Co. 0.09% 3,091 $125K New
IWD iShares Russell 1000 Value E 0.08% 577 $123K No change
MTH Meritage Homes Corp. 0.08% 1,946 $120K Reduce -9.3%
GMED Globus Medical Inc. Class A 0.08% 1,383 $119K Reduce -35.1%
THRM Gentherm Inc. 0.08% 4,222 $117K Reduce -11.5%
INCY Incyte Corp. 0.08% 1,223 $115K No change
JNK SPDR filed as SPDR Barclays High-Yield 0.08% 1,201 $115K New
SCHD Schwab US DVD Equity ETF 0.08% 3,676 $113K Add +0.1%
MHK Mohawk Industries Inc. 0.07% 1,019 $100K Reduce -25.5%
ABM Abm Industries Inc. 0.07% 2,524 $97K Reduce -14.2%
OC Owens Corning 0.07% 892 $97K Reduce -14.2%
UPBD Upbound Group Inc. 0.07% 5,307 $96K Reduce -4.6%
NWN Northwest Natural Holding Co. 0.06% 1,762 $94K Reduce -19.7%
MMSI Merit Medical Systems Inc. 0.06% 1,315 $91K Add +29.8%
WAL Western Alliance Bancorp 0.06% 1,261 $89K Reduce -20.4%
NJR New Jersey Resources Corp. 0.06% 1,618 $89K Reduce -19.6%
DOC Healthpeak Properties Inc. 0.06% 5,383 $88K Reduce -20.0%
BWB Bridgewater Bancshares Inc. 0.06% 4,814 $85K Reduce -20.5%
MPB Mid Penn Bancorp Inc. 0.06% 2,584 $83K Reduce -20.1%
CSV Carriage Services Inc. 0.05% 1,764 $81K Reduce -13.4%
DAR Darling Ingredients Inc. 0.05% 1,268 $78K Reduce -29.0%
NSIT Insight Enterprises Inc. 0.05% 1,086 $73K Add +9.7%
LMT Lockheed Martin Corp. 0.05% 110 $66K Reduce -98.1%
SCHM Schwab US Mid Cap ETF 0.04% 2,107 $65K Reduce -1.6%
PEP Pepsico Inc. 0.04% 400 $62K No change
MGPI MGP Ingredients Inc. 0.04% 3,066 $56K Add +4.2%
PGX Invesco Preferred ETF 0.04% 5,100 $55K Reduce -23.1%
IVE iShares S&P 500 Value ETF 0.04% 259 $55K No change
XLP SS Consumer Staples Sel Sect 0.03% 548 $45K No change
AMKR Amkor Technology Inc. 0.03% 989 $45K Reduce -62.3%
CMCO Columbus McKinnon Corp. 0.03% 2,857 $42K Reduce -18.3%
COHU Cohu Inc. 0.03% 1,339 $41K Reduce -30.6%
APLE Apple Hospitality REIT Inc. 0.03% 3,554 $41K Reduce -28.7%
BOOM DMC Global Inc. 0.03% 7,708 $40K Reduce -5.5%
CMCSA Comcast Corp. Class A 0.03% 1,350 $39K Reduce -96.1%
SDY SS SPDR S&P Dividend ETF 0.03% 257 $38K Reduce -40.8%
HPQ HP Inc. 0.03% 1,942 $37K No change
IJK iShares S&P Mid-Cap 400 Grow 0.03% 368 $37K No change
DFH Dream Finders Homes Inc. Class A 0.03% 2,649 $37K Reduce -20.0%
PGF Invesco Financial Preferred 0.02% 2,588 $36K No change
IJT iShares S&P Small-Cap 600 GR 0.02% 232 $34K No change
IJJ iShares S&P Mid-Cap 400 Valu 0.02% 244 $32K No change
IJS iShares S&P Small-Cap 600 Va 0.02% 244 $29K No change
SJNK SS SPDR BB St Hi Yield ETF 0.02% 973 $24K Reduce -47.4%
TSLA Tesla Inc. 0.01% 50 $19K No change
BA The Boeing Co. 0.01% 75 $15K No change
WYNN WYNN Resorts Ltd. 0.01% 100 $10K No change
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
APOG Apogee Enterprises Inc. 0.00% 1 $17 No change
CNOB Connectone Bancorp Inc. 0.00% 1 $13 No change
MEI Methode Electronics Inc. 0.00% 1 $3 No change
Other holdings (2): bonds, preferreds, convertibles and warrants · $4.2M (not counted above)
SecurityClassShares / PrincipalValueChange
BOEING CO/THE (BA 6 10/15/27) DEP CONV PFD A 35,425$2.3MReduce -5.0%
ORACLE CORP (ORCL 6.5 01/15/29 D) 6.5 DEP CUM SR D 43,266$1.9MNew

Total filed on the 13F, all lines: $151.2M.

Portfolio Sells Q4 2025 → Q1 2026
TGT Target Corp. Sold out 0.00% −2.15
NEM Newmont Corp. Sold out 0.00% −1.95
LMT Lockheed Martin Corp. Reduce -98.1% 0.05% −1.75
NTR Nutrien Ltd. Sold out 0.00% −1.63
KEY Keycorp Reduce -44.6% 1.22% −0.95
ARE Alexandria Real Estate Equit Sold out 0.00% −0.91
ADBE Adobe Inc. Sold out 0.00% −0.89
NKE Nike Inc. Class B Sold out 0.00% −0.85
SPY SS SPDR S&P 500 ETF Trust-US Reduce -47.9% 0.91% −0.84
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -26.2% 2.79% −0.82
TMO Thermo Fisher Scientific Inc. Reduce -80.6% 0.16% −0.78
CMCSA Comcast Corp. Class A Reduce -96.1% 0.03% −0.65
YUMC Yum China Holdings Inc. Reduce -87.5% 0.09% −0.56
C Citigroup Inc. Reduce -19.3% 2.39% −0.53
UNH Unitedhealth Group Inc. Reduce -1.4% 2.31% −0.43
HBAN Huntington Bancshares Inc. Reduce -5.2% 2.44% −0.29
GOOGL Alphabet Inc. Class A Reduce -5.2% 2.66% −0.26
MDT Medtronic PLC Reduce -5.7% 1.64% −0.21
BDX Becton Dickinson and Co. Reduce -0.7% 1.06% −0.20
META Meta Platforms Inc. Class A Reduce -1.4% 1.21% −0.15
NTAP Netapp Inc. Reduce -3.9% 2.78% −0.12
PFF iShares Preferred & Income S Reduce -8.6% 1.60% −0.11
CVS CVS Health Corp. Reduce -7.1% 0.73% −0.10
AMZN Amazon.com Inc. Reduce -1.8% 1.01% −0.08
EWBC East West Bancorp Inc. Reduce -4.4% 1.40% −0.08
KHC The Kraft Heinz Co. Reduce -7.3% 0.66% −0.08
DVN Devon Energy Corp. Reduce -32.0% 2.40% −0.06
KELYA Kelly Services Inc. Class A Sold out 0.00% −0.05
JNK SS SPDR BB High Yield Bond Sold out 0.00% −0.04
BRC Brady Corporation Class A Reduce -30.7% 0.12% −0.04
GMED Globus Medical Inc. Class A Reduce -35.1% 0.08% −0.04
AMKR Amkor Technology Inc. Reduce -62.3% 0.03% −0.04
THRM Gentherm Inc. Reduce -11.5% 0.08% −0.03
ZETA Zeta Global Holdings Corp. Class A Reduce -7.2% 0.09% −0.03
CSCO Cisco Systems Inc. Reduce -6.5% 1.78% −0.03
MHK Mohawk Industries Inc. Reduce -25.5% 0.07% −0.03
WAL Western Alliance Bancorp Reduce -20.4% 0.06% −0.03
IVV iShares Core S&P 500 ETF Sold out 0.00% −0.03
IP International Paper Co. Sold out 0.00% −0.02
CMI Cummins Inc. Sold out 0.00% −0.02
CATY Cathay General Bancorp Sold out 0.00% −0.02
VRP Invesco Variable Rate Prefer Reduce -9.2% 0.27% −0.02
AMD Advanced Micro Devices Reduce -1.2% 0.84% −0.02
AX Axos Financial Inc. Reduce -14.4% 0.12% −0.02
AGG iShares Core U.S. Aggregate Sold out 0.00% −0.02
JNJ Johnson & Johnson Sold out 0.00% −0.02
ABM Abm Industries Inc. Reduce -14.2% 0.07% −0.01
AAPL Apple Inc. Reduce -0.5% 0.42% −0.01
IUSB Ishr CR Unvrse Usd BD ETF-Ui Sold out 0.00% −0.01
SJNK SS SPDR BB St Hi Yield ETF Reduce -47.4% 0.02% −0.01

Portfolio Buys Q4 2025 → Q1 2026
DELL Dell Technologies -C New 2.01% +2.01
SNY Sanofi-ADR New 1.78% +1.78
AMT American Tower Corp. New 1.63% +1.63
J Jacobs Solutions Inc. New 1.55% +1.55
HPE Hewlett Packard Enterprise New 1.42% +1.42
HEWLETT PACKARD ENTERPRISE C New 1.34% +1.34
GIS General Mills Inc. Add +147.7% 2.07% +1.07
NVDA Nvidia Corp. Add +975.4% 1.03% +0.93
QCOM Qualcomm Inc. Add +78.2% 2.58% +0.74
AKAM Akamai Technologies Inc. Add +1.8% 2.08% +0.59
VZ Verizon Communications Inc. Add +3.8% 1.89% +0.48
MSFT Microsoft Corp. Add +41.2% 3.93% +0.45
OKE Oneok Inc. Add +3.3% 1.77% +0.44
WAT Waters Corp. New 0.26% +0.26
PYPL PayPal Holdings Inc. Add +64.6% 0.82% +0.21
EG Everest Group Ltd. Add +10.4% 1.19% +0.12
CVBF CVB Financial Corp. New 0.11% +0.11
CCK Crown Holdings Inc. New 0.10% +0.10
PSN Parsons Corp. New 0.10% +0.10
ITRI Itron Inc. New 0.09% +0.09
CXT Crane NXT Co. New 0.09% +0.09
MRSH Marsh & McLennan Cos Add +7.8% 1.64% +0.08
JNK SPDR New 0.08% +0.08
VCIT Vanguard Int-Term Corporate Add +13.6% 0.40% +0.06
PPG PPG Industries Inc. Add +4.1% 0.36% +0.04
VCSH Vanguard S/T Corp. Bond ETF Add +45.2% 0.10% +0.03
SCHD Schwab US DVD Equity ETF Add +0.1% 0.08% +0.01
MMSI Merit Medical Systems Inc. Add +29.8% 0.06% +0.00
NSIT Insight Enterprises Inc. Add +9.7% 0.05% −0.00
MGPI MGP Ingredients Inc. Add +4.2% 0.04% −0.01
SCHG Schwab US Large-Cap Growth Add +0.3% 0.13% −0.01
APTV Aptiv PLC Add +1.8% 0.80% −0.02
FISV Fiserv Inc. Add +2.9% 0.80% −0.10
DIS The Walt Disney Co. Add +2.8% 1.25% −0.12
ELV Elevance Health Inc. Add +1.8% 1.09% −0.14

Notes & Other Activity Q4 2025 → Q1 2026
BOEING CO/THE (BA 6 10/15/27) DEP CONV PFD A Reduce -5.0% 35,425 $2.3M
ORACLE CORP (ORCL 6.5 01/15/29 D) 6.5 DEP CUM SR D New 43,266 $1.9M

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