Palouse Capital Management, Inc. holds a diversified book of 124 stocks worth $160.4M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened JM Smucker Co and trimmed Netapp Inc. Their largest long position is Netapp Inc at 4% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
83% mapped to company sectors
+4 sectors below the cut, 9% together
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Palouse Capital Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoey Investments, Inc | 36 / 80 | $575.0M |
| Outlook Capital Management, LLC | 10 / 80 | $226.6M |
| Marest Capital, LLC | 8 / 80 | $143.9M |
| Trust Asset Management LLC | 30 / 80 | $1.1B |
| Howard Hughes Medical Institute | 12 / 80 | $300.9M |
| CV Advisors LLC | 19 / 80 | $362.0M |
| Grace & Mercy Foundation, Inc. | 8 / 80 | $273.2M |
| Ketron Financial | 10 / 80 | $214.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Palouse Capital Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Netapp Inc COM | $5.6M | 36.3K | 3.5% | ▼−8.9% Reduced · −4K sh | |
| 2 | Microsoft Corp COM | $5.3M | 14.3K | 3.3% | ▼−8.3% Reduced · −1K sh | |
| 3 | Pimco ETF TR MULTISECTOR BD | $5.2M | 197.2K | 3.3% | ▲+23% Added · +37K sh | |
| 4 | Qualcomm Inc COM | $4.9M | 26.6K | 3.1% | ▼−9.9% Reduced · −3K sh | |
| 5 | Unitedhealth Group Inc COM | $4.7M | 11.4K | 3.0% | ▼−9.2% Reduced · −1K sh | |
| 6 | Baker Hughes Company CL A | $4.6M | 82.0K | 2.8% | ▼−8.3% Reduced · −7K sh | |
| 7 | Medtronic PLC SHS | $4.5M | 57.0K | 2.8% | ▲+105% Added · +29K sh | |
| 8 | Lamar Advertising Co CL A | $4.1M | 26.4K | 2.6% | ▼−8.3% Reduced · −2K sh | |
| 9 | Citigroup Inc COM NEW | $4.0M | 28.3K | 2.5% | ▼−8.5% Reduced · −3K sh | |
| 10 | United Parcel Svcs Inc CL B | $3.9M | 36.6K | 2.5% | ▼−8.0% Reduced · −3K sh | |
| 11 | SPDR Series Trust ST STR BLO 1 ETF | $3.9M | 42.9K | 2.4% | ▼−4.2% Reduced · −2K sh | |
| 12 | Tyson Foods Inc CL A | $3.9M | 68.5K | 2.4% | ▼−10% Reduced · −8K sh | |
| 13 | Dell Technologies Inc CL C | $3.9M | 9.1K | 2.4% | ▼−49% Reduced · −9K sh | |
| 14 | Texas Instrs Inc COM | $3.8M | 12.7K | 2.4% | ▼−39% Reduced · −8K sh | |
| 15 | Smucker J M Co COM NEW | $3.8M | 33.7K | 2.4% | ▲New New position | |
| 16 | Huntington Bancshares Inc COM | $3.8M | 212.1K | 2.3% | ▼−7.6% Reduced · −17K sh | |
| 17 | Micron Technology Inc COM | $3.6M | 3.1K | 2.3% | ▼−67% Reduced · −6K sh | |
| 18 | General Mills Inc COM | $3.6M | 103.6K | 2.2% | ▲+27% Added · +22K sh | |
| 19 | Jacobs Solutions Inc COM | $3.5M | 27.4K | 2.2% | ▲+53% Added · +10K sh | |
| 20 | Hewlett Packard Enterprise C 7.625 MAND CONV | $3.4M | 29.6K | 2.1% | ▲New New position | |
| 21 | Hewlett Packard Enterprise C COM | $3.3M | 72.1K | 2.0% | ▼−18% Reduced · −15K sh | |
| 22 | AT&T Inc COM | $3.2M | 155.3K | 2.0% | ▲+147% Added · +92K sh | |
| 23 | Vistra Corp COM | $3.1M | 19.8K | 2.0% | ▲New New position | |
| 24 | Alphabet Inc CAP STK CL A | $3.0M | 8.5K | 1.9% | ▼−38% Reduced · −5K sh | |
| 25 | Devon Energy Corp New COM | $2.7M | 64.3K | 1.7% | ▼−8.5% Reduced · −6K sh | |
| 26 | Oneok Inc New COM | $2.4M | 27.7K | 1.5% | ▼−3.7% Reduced · −1K sh | |
| 27 | Ishares TR PFD AND INCM SEC | $2.3M | 76.4K | 1.5% | ▼−1.4% Reduced · −1K sh | |
| 28 | Boeing Co DEP CONV PFD A | $2.3M | 34.3K | 1.4% | ▼−3.1% Reduced · −1K sh | |
| 29 | Marsh & McLennan Cos Inc COM | $2.3M | 13.7K | 1.4% | ▼−1.1% Reduced · −160 sh | |
| 30 | Sanofi Sa SPONSORED ADR | $2.2M | 52.3K | 1.4% | ▼−3.8% Reduced · −2K sh | |
| 31 | Pfizer Inc COM | $2.2M | 92.6K | 1.4% | ▼−6.5% Reduced · −6K sh | |
| 32 | American Tower Corp COM | $2.2M | 13.3K | 1.4% | ▼−4.3% Reduced · −602 sh | |
| 33 | Disney Walt Co COM | $2.1M | 22.2K | 1.3% | ▲+16% Added · +3K sh | |
| 34 | Everest Group Ltd COM | $2.0M | 5.6K | 1.3% | ▲+5.6% Added · +298 sh | |
| 35 | Alphabet Inc DEP SHS RP1/20 A | $2.0M | 39.5K | 1.3% | ▲New New position | |
| 36 | Becton Dickinson & Co COM | $2.0M | 13.3K | 1.3% | ▲+34% Added · +3K sh | |
| 37 | Keycorp COM | $1.9M | 84.4K | 1.2% | ▼−5.5% Reduced · −5K sh | |
| 38 | Oracle Corp 6.5 DEP CUM SR D | $1.9M | 42.7K | 1.2% | ▼−1.2% Reduced · −534 sh | |
| 39 | ALPS ETF TR ALERIAN MLP | $1.8M | 35.2K | 1.1% | ▼−1.2% Reduced · −417 sh | |
| 40 | Meta Platforms Inc CL A | $1.8M | 3.2K | 1.1% | ▲+1.5% Added · +48 sh | |
| 41 | Elevance Health Inc Formerly COM | $1.8M | 4.6K | 1.1% | ▼−17% Reduced · −914 sh | |
| 42 | Verizon Communications Inc COM | $1.7M | 41.0K | 1.1% | ▼−26% Reduced · −14K sh | |
| 43 | Regeneron Pharmaceuticals COM | $1.5M | 2.5K | 1.0% | ▲+6.2% Added · +145 sh | |
| 44 | CVS Health Corp COM | $1.5M | 14.7K | 0.9% | ▼−1.7% Reduced · −259 sh | |
| 45 | State STR SPDR S&P 500 ETF T TR UNIT | $1.5M | 2.0K | 0.9% | ▼−0.8% Reduced · −17 sh | |
| 46 | Nvidia Corporation COM | $1.5M | 7.3K | 0.9% | ▼−16% Reduced · −1K sh | |
| 47 | Amazon Com Inc COM | $1.4M | 6.0K | 0.9% | ▼−16% Reduced · −1K sh | |
| 48 | Aptiv PLC COM SHS | $1.4M | 22.5K | 0.9% | ▲+33% Added · +6K sh | |
| 49 | Honeywell Intl Inc COM | $1.2M | 5.4K | 0.7% | ▲New New position | |
| 50 | Honeywell Aerospace Inc COM | $1.2M | 5.3K | 0.7% | →Listed Newly reportable |
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Use Arkolith to show Palouse Capital Management, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 8d | 124 | $160.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 24d | 135 | $151.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 23d | 162 | $156.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 23d | 134 | $157.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 38d | 128 | $151.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 16d | 136 | $146.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 30d | 139 | $150.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 21d | 122 | $158.3M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.