Latest Palouse Capital Management, Inc. Stock Portfolio

Palouse Capital Management, Inc. Performance:

2026 Q1: -0.43%YTD: -0.43%2025: 9.09%

Performance for 2026 Q1 is -0.43%, and YTD is -0.43%, and 2025 is 9.09%.

About Palouse Capital Management, Inc. and 13F Hedge Fund Stock Holdings

Palouse Capital Management, Inc. is a hedge fund based in Spokane, WA. On 2026-04-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Palouse Capital Management, Inc. reported an equity portfolio of $151.2 Millions as of 31 Mar, 2026.

The top stock holdings of Palouse Capital Management, Inc. are MSFT, BKR, TSN. The fund has invested 3.8% of it's portfolio in MICROSOFT CORP and 3.6% of portfolio in BAKER HUGHES COMPANY.

The fund managers got completely rid off TARGET CORP (TGT), NEWMONT CORP (NEM) and NUTRIEN LTD (NTR) stocks. They significantly reduced their stock positions in LOCKHEED MARTIN CORP (LMT), COMCAST CORP NEW (CMCSA) and YUM CHINA HLDGS INC (YUMC). Palouse Capital Management, Inc. opened new stock positions in DELL TECHNOLOGIES INC (DELL), SANOFI SA (SNY) and AMERICAN TOWER CORP (AMT). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), GENERAL MILLS INC (GIS) and QUALCOMM INC (QCOM).

Palouse Capital Management, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Palouse Capital Management, Inc. made a return of -0.43% in the last quarter. In trailing 12 months, it's portfolio return was 10.49%.

Performance
S&P 500

New Buys

Ticker	$ Bought
dell technologies inc	2,948,100
sanofi sa	2,619,740
american tower corp	2,396,100
jacobs solutions inc	2,273,980
hewlett packard enterprise c	2,085,850
hewlett packard enterprise c	1,964,520
oracle corp	1,947,400
waters corp	381,779

New stocks bought by Palouse Capital Management, Inc.

Additions

Ticker	% Inc.
nvidia corporation	975
general mills inc	147
qualcomm inc	78.15
paypal hldgs inc	64.61
vanguard scottsdale fds	45.16
microsoft corp	41.2
merit med sys inc	29.81
vanguard scottsdale fds	13.64

Additions to existing portfolio by Palouse Capital Management, Inc.

Reductions

Ticker	% Reduced
lockheed martin corp	-98.07
comcast corp new	-96.12
yum china hldgs inc	-87.55
thermo fisher scientific inc	-80.64
amkor technology inc	-62.31
state str spdr s&p 500 etf t	-47.9
spdr series trust	-47.43
keycorp	-44.61

Palouse Capital Management, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
nutrien ltd	-2,503,060
target corp	-3,302,000
newmont corp	-2,995,000
alexandria real estate eq in	-1,390,580
nike inc	-1,307,140
kelly svcs inc	-77,796
adobe inc	-1,368,460
dynavax technologies corp	-19,379

Palouse Capital Management, Inc. got rid off the above stocks

Sector Distribution

Palouse Capital Management, Inc. has about 26.5% of it's holdings in Technology sector.

Sector	%
Technology	26.5
Others	14.5
Financial Services	11.7
Healthcare	10.7
Communication Services	8.3
Energy	8
Industrials	6.4
Consumer Defensive	6.3
Real Estate	4.2
Consumer Cyclical	2.9

Market Cap. Distribution

Palouse Capital Management, Inc. has about 82% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	54.5
MEGA-CAP	27.5
UNALLOCATED	14.5
MID-CAP	1.9
NANO-CAP	1.1

Stocks belong to which Index?

About 77.7% of the stocks held by Palouse Capital Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	75.6
Others	22.3
RUSSELL 2000	2.1

Top 5 Winners (%)		%
UCTT	ultra clean hldgs inc	137.9 %
DAR	darling ingredients inc	61.4 %
BKR	baker hughes company	33.0 %
DVN	devon energy corp new	31.4 %
AKAM	akamai technologies inc	31.3 %

Top 5 Winners ($)		$
BKR	baker hughes company	1.4 M
DVN	devon energy corp new	1.2 M
AKAM	akamai technologies inc	0.7 M
MU	micron technology inc	0.5 M
VZ	verizon communications inc	0.5 M

Top 5 Losers (%)		%
MGPI	mgp ingredients inc new	-23.9 %
THRM	gentherm inc	-22.3 %
BOOM	dmc global inc	-21.5 %
ZETA	zeta global holdings corp	-21.0 %
MSFT	microsoft corp	-20.8 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-1.5 M
QCOM	qualcomm inc	-1.0 M
UNH	unitedhealth group inc	-0.8 M
GIS	general mills inc	-0.5 M
HBAN	huntington bancshares inc	-0.4 M

Palouse Capital Management, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Palouse Capital Management, Inc.

Palouse Capital Management, Inc. has 130 stocks in it's portfolio. About 29.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. BKR was the most profitable stock for Palouse Capital Management, Inc. last quarter.

Last Reported on: 24 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.41	2,418	613,664	reduced	-0.45

AAXJ	ishares tr	1.55	77,496	2,349,680	reduced	-8.63

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABM	abm inds inc	0.06	2,524	97,224	reduced	-14.21

ACES	alps etf tr	1.24	35,592	1,873,560	reduced	-7.88

ACMR	acm resh inc	0.08	3,218	126,628	reduced	-13.38

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

AKAM	akamai technologies inc	2.02	26,594	3,054,320	added	1.81

AMD	advanced micro devices inc	0.81	6,044	1,229,530	reduced	-1.21

AMKR	amkor technology inc	0.03	989	44,535	reduced	-62.31

AMT	american tower corp	1.58	13,884	2,396,100	new

AMZN	amazon com inc	0.98	7,135	1,486,010	reduced	-1.84

ANTX	elevance health inc formerly	1.06	5,493	1,608,080	added	1.8

APD	air prods & chems inc	0.00	0.00	0.00	sold off	-100

APLE	apple hospitality reit inc	0.03	3,554	40,907	reduced	-28.68

APOG	apogee enterprises inc	0.00	1.00	17.00	unchanged	0.00

ARCO	arcos dorados holdings inc	0.00	0.00	0.00	sold off	-100

ARE	alexandria real estate eq in	0.00	0.00	0.00	sold off	-100

AX	axos financial inc	0.12	2,158	183,625	reduced	-14.37