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Portfolio (Quarterly) Guide ↗

Palouse Capital Management, Inc.

· CIK 0001056516
13F Portfolio $160M AUM 124 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 23 Added 60 Reduced 22 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SJM SMUCKER J M CO Consumer Defensive 33,705.0 $3.8M 2.36% NEW $112.50 +17.6%
2 HEWLETT PACKARD ENTERPRISE C 29,579.0 $3.4M 2.13% NEW $115.66
3 VST VISTRA CORP Utilities 19,849.0 $3.1M 1.96% NEW $158.63 -13.6%
4 ALPHABET INC 39,501.0 $2.0M 1.25% NEW $50.89
5 HONEYWELL INTL INC 5,354.0 $1.2M 0.75% NEW $223.86
6 HONEYWELL AEROSPACE INC 5,342.0 $1.2M 0.74% NEW $221.07
7 NOW SERVICENOW INC Technology 11,631.0 $1.2M 0.72% NEW $99.28 +45.8%
8 LMB LIMBACH HLDGS INC Industrials 1,995.0 $154K 0.10% NEW $77.00 -46.3%
9 JNK SPDR SERIES TRUST 1,576.0 $152K 0.10% NEW $96.37 -0.4%
10 SPACE EXPLORATION TECHN CORP 40.0 $7K 0.00% NEW $170.85
11 PINNACLE FINL PARTNERS INC 14.0 $1K 0.00% NEW $100.86

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.6%
Healthcare 16.2%
Financial Services 12.5%
Communication Services 9.3%
Consumer Defensive 9.2%
Energy 7.6%
Industrials 6.8%
Real Estate 5.1%
Utilities 2.6%
Consumer Cyclical 1.7%