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Portfolio (Quarterly) Guide ↗

Palouse Capital Management, Inc.

· CIK 0001056516
13F Portfolio $156M AUM 162 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 162 New
Page 6 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JNK SPDR SERIES TRUST 696.0 $68K 0.04% NEW $97.21 -1.0%
102 SCHM SCHWAB STRATEGIC TR 2,142.0 $64K 0.04% NEW $30.07 +15.5%
103 DAR DARLING INGREDIENTS INC Consumer Defensive 1,786.0 $64K 0.04% NEW $36.00 +62.8%
104 SDY SPDR SERIES TRUST 434.0 $60K 0.04% NEW $139.16 +7.8%
105 CMCO COLUMBUS MCKINNON CORP N Y Industrials 3,496.0 $60K 0.04% NEW $17.25 -13.4%
106 APLE APPLE HOSPITALITY REIT INC Real Estate 4,983.0 $59K 0.04% NEW $11.85 +22.1%
107 PEP PEPSICO INC Consumer Defensive 400.0 $57K 0.04% NEW $143.52 +4.9%
108 DFH DREAM FINDERS HOMES INC Consumer Cyclical 3,313.0 $57K 0.04% NEW $17.10 -14.7%
109 IVE ISHARES TR 259.0 $55K 0.04% NEW $212.07 +7.5%
110 BOOM DMC GLOBAL INC Energy 8,160.0 $55K 0.04% NEW $6.69 +3.1%
111 SJNK SPDR SERIES TRUST 1,851.0 $47K 0.03% NEW $25.32 -1.1%
112 COHU COHU INC Technology 1,928.0 $45K 0.03% NEW $23.27 +100.0%
113 HPQ HP INC Technology 1,942.0 $43K 0.03% NEW $22.28 +13.3%
114 XLP SELECT SECTOR SPDR TR 548.0 $43K 0.03% NEW $77.68 +9.2%
115 IVV ISHARES TR 56.0 $38K 0.03% NEW $684.95 +9.4%
116 PGF INVESCO EXCHANGE TRADED FD T 2,588.0 $37K 0.02% NEW $14.14 -2.7%
117 IJK ISHARES TR 368.0 $36K 0.02% NEW $96.88 +15.4%
118 IP INTERNATIONAL PAPER CO Consumer Cyclical 900.0 $35K 0.02% NEW $39.39 -20.6%
119 CMI CUMMINS INC Industrials 65.0 $33K 0.02% NEW $510.45 +25.3%
120 IJT ISHARES TR 232.0 $33K 0.02% NEW $141.16 +14.7%
Page 6 of 9  ·  162 positions

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 23.2%
Financial Services 15.7%
Healthcare 13.8%
Communication Services 10.2%
Consumer Defensive 8.3%
Energy 7.7%
Industrials 7.3%
Consumer Cyclical 5.0%
Basic Materials 4.5%
Real Estate 4.1%