Arkolith/Funds/Palouse Capital Management, Inc.

Palouse Capital Management, Inc.

CIK 1056516
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

Palouse Capital Management, Inc. holds a diversified book of 124 stocks worth $160.4M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened JM Smucker Co and trimmed Netapp Inc. Their largest long position is Netapp Inc at 4% of the equity book.

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Use Arkolith to show Palouse Capital Management, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
11
new positions
Added to
23
existing
Trimmed
61
reduced
Sold out
19
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
16%
Top 10 holdings
29%
Top 20 holdings
52%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

80% mapped to company sectors

Information Technology
22%
ETF / fund or unclassified
20%
Health Care
12%
Financials
10%
Industrials
9%
Consumer Staples
8%
Communication Services
6%
Utilities
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

124 positions
#SecurityValueShares% PortLast moveHistory
1Netapp Inc
COM
$5.6M36.3K
3.5%
−8.9%
Reduced · −4K sh
2Microsoft Corp
COM
$5.3M14.3K
3.3%
−8.3%
Reduced · −1K sh
3Pimco ETF TR
MULTISECTOR BD
$5.2M197.2K
3.3%
+23%
Added · +37K sh
4Qualcomm Inc
COM
$4.9M26.6K
3.1%
−9.9%
Reduced · −3K sh
5Unitedhealth Group Inc
COM
$4.7M11.4K
3.0%
−9.2%
Reduced · −1K sh
6Baker Hughes Company
CL A
$4.6M82.0K
2.8%
−8.3%
Reduced · −7K sh
7Medtronic PLC
SHS
$4.5M57.0K
2.8%
+105%
Added · +29K sh
8Lamar Advertising Co
CL A
$4.1M26.4K
2.6%
−8.3%
Reduced · −2K sh
9Citigroup Inc
COM NEW
$4.0M28.3K
2.5%
−8.5%
Reduced · −3K sh
10United Parcel Svcs Inc
CL B
$3.9M36.6K
2.5%
−8.0%
Reduced · −3K sh
11SPDR Series Trust
ST STR BLO 1 ETF
$3.9M42.9K
2.4%
−4.2%
Reduced · −2K sh
12Tyson Foods Inc
CL A
$3.9M68.5K
2.4%
−10%
Reduced · −8K sh
13Dell Technologies Inc
CL C
$3.9M9.1K
2.4%
−49%
Reduced · −9K sh
14Texas Instrs Inc
COM
$3.8M12.7K
2.4%
−39%
Reduced · −8K sh
15Smucker J M Co
COM NEW
$3.8M33.7K
2.4%
New
New position
16Huntington Bancshares Inc
COM
$3.8M212.1K
2.3%
−7.6%
Reduced · −17K sh
17Micron Technology Inc
COM
$3.6M3.1K
2.3%
−67%
Reduced · −6K sh
18General Mills Inc
COM
$3.6M103.6K
2.2%
+27%
Added · +22K sh
19Jacobs Solutions Inc
COM
$3.5M27.4K
2.2%
+53%
Added · +10K sh
20Hewlett Packard Enterprise C
7.625 MAND CONV
$3.4M29.6K
2.1%
New
New position
21Hewlett Packard Enterprise C
COM
$3.3M72.1K
2.0%
−18%
Reduced · −15K sh
22AT&T Inc
COM
$3.2M155.3K
2.0%
+147%
Added · +92K sh
23Vistra Corp
COM
$3.1M19.8K
2.0%
New
New position
24Alphabet Inc
CAP STK CL A
$3.0M8.5K
1.9%
−38%
Reduced · −5K sh
25Devon Energy Corp New
COM
$2.7M64.3K
1.7%
−8.5%
Reduced · −6K sh
26Oneok Inc New
COM
$2.4M27.7K
1.5%
−3.7%
Reduced · −1K sh
27Ishares TR
PFD AND INCM SEC
$2.3M76.4K
1.5%
−1.4%
Reduced · −1K sh
28Boeing Co
DEP CONV PFD A
$2.3M34.3K
1.4%
−3.1%
Reduced · −1K sh
29Marsh & McLennan Cos Inc
COM
$2.3M13.7K
1.4%
−1.1%
Reduced · −160 sh
30Sanofi Sa
SPONSORED ADR
$2.2M52.3K
1.4%
−3.8%
Reduced · −2K sh
31Pfizer Inc
COM
$2.2M92.6K
1.4%
−6.5%
Reduced · −6K sh
32American Tower Corp
COM
$2.2M13.3K
1.4%
−4.3%
Reduced · −602 sh
33Disney Walt Co
COM
$2.1M22.2K
1.3%
+16%
Added · +3K sh
34Everest Group Ltd
COM
$2.0M5.6K
1.3%
+5.6%
Added · +298 sh
35Alphabet Inc
DEP SHS RP1/20 A
$2.0M39.5K
1.3%
New
New position
36Becton Dickinson & Co
COM
$2.0M13.3K
1.3%
+34%
Added · +3K sh
37Keycorp
COM
$1.9M84.4K
1.2%
−5.5%
Reduced · −5K sh
38Oracle Corp
6.5 DEP CUM SR D
$1.9M42.7K
1.2%
−1.2%
Reduced · −534 sh
39ALPS ETF TR
ALERIAN MLP
$1.8M35.2K
1.1%
−1.2%
Reduced · −417 sh
40Meta Platforms Inc
CL A
$1.8M3.2K
1.1%
+1.5%
Added · +48 sh
41Elevance Health Inc Formerly
COM
$1.8M4.6K
1.1%
−17%
Reduced · −914 sh
42Verizon Communications Inc
COM
$1.7M41.0K
1.1%
−26%
Reduced · −14K sh
43Regeneron Pharmaceuticals
COM
$1.5M2.5K
1.0%
+6.2%
Added · +145 sh
44CVS Health Corp
COM
$1.5M14.7K
0.9%
−1.7%
Reduced · −259 sh
45State STR SPDR S&P 500 ETF T
TR UNIT
$1.5M2.0K
0.9%
−0.8%
Reduced · −17 sh
46Nvidia Corporation
COM
$1.5M7.3K
0.9%
−16%
Reduced · −1K sh
47Amazon Com Inc
COM
$1.4M6.0K
0.9%
−16%
Reduced · −1K sh
48Aptiv PLC
COM SHS
$1.4M22.5K
0.9%
+33%
Added · +6K sh
49Honeywell Intl Inc
COM
$1.2M5.4K
0.7%
New
New position
50Honeywell Aerospace Inc
COM
$1.2M5.3K
0.7%
New
New position
Showing 50 of 124 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 2026124$160.4M13F-HR
Q1 2026Mar 31, 2026Apr 24, 2026135$151.2M13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026162$156.1M13F-HR
Q3 2025Sep 30, 2025Oct 23, 2025134$157.2M13F-HR
Q2 2025Jun 30, 2025Aug 7, 2025128$151.6M13F-HR
Q1 2025Mar 31, 2025Apr 16, 2025136$146.5M13F-HR
Q4 2024Dec 31, 2024Jan 30, 2025139$150.4M13F-HR
Q3 2024Sep 30, 2024Oct 21, 2024122$158.3M13F-HR/A

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.