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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
Page 1 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NTAP NETAPP INC Technology 36,299.0 $5.6M 3.50% -4K -8.9% $154.76 +20.8%
2 MSFT MICROSOFT CORP Technology 14,330.0 $5.3M 3.33% -1K -8.3% $372.99 +37.7%
3 QCOM QUALCOMM INC Technology 26,550.0 $4.9M 3.06% -3K -9.9% $184.79 -11.1%
4 UNH UNITEDHEALTH GROUP INC Healthcare 11,414.0 $4.7M 2.96% -1K -9.2% $415.61 -5.5%
5 BKR BAKER HUGHES COMPANY Energy 81,999.0 $4.6M 2.84% -7K -8.3% $55.50 +12.5%
6 LAMR LAMAR ADVERTISING CO Real Estate 26,416.0 $4.1M 2.57% -2K -8.3% $155.98 -3.6%
7 C CITIGROUP INC Financial Services 28,304.0 $4.0M 2.47% -3K -8.5% $139.96 -5.1%
8 UPS UNITED PARCEL SVCS INC Industrials 36,610.0 $3.9M 2.45% -3K -8.0% $107.50 -2.0%
9 BIL SPDR SERIES TRUST 42,851.0 $3.9M 2.45% -2K -4.2% $91.64 +0.0%
10 TSN TYSON FOODS INC Consumer Defensive 68,501.0 $3.9M 2.44% -8K -10.1% $57.25 -3.2%
11 DELL DELL TECHNOLOGIES INC Technology 9,074.0 $3.9M 2.44% -9K -49.5% $431.46 +5.7%
12 TXN TEXAS INSTRS INC Technology 12,730.0 $3.8M 2.37% -8K -39.2% $298.07 -13.2%
13 HBAN HUNTINGTON BANCSHARES INC Financial Services 212,141.0 $3.8M 2.35% -17K -7.6% $17.73 -4.6%
14 MU MICRON TECHNOLOGY INC Technology 3,133.0 $3.6M 2.25% -6K -67.1% $1154.29 -19.2%
15 HPE HEWLETT PACKARD ENTERPRISE C Technology 72,111.0 $3.3M 2.03% -15K -17.7% $45.11 +15.9%
16 GOOGL ALPHABET INC Communication Services 8,478.0 $3.0M 1.89% -5K -37.5% $357.37 -3.0%
17 DVN DEVON ENERGY CORP NEW Energy 64,261.0 $2.7M 1.66% -6K -8.5% $41.32 +14.6%
18 OKE ONEOK INC NEW Energy 27,720.0 $2.4M 1.50% -1K -3.7% $86.94 +9.0%
19 PFF ISHARES TR 76,377.0 $2.3M 1.45% -1K -1.4% $30.49 +0.2%
20 BOEING CO 34,328.0 $2.3M 1.44% -1K -3.1% $67.30
Page 1 of 3  ·  60 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 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%