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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 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UCTT ULTRA CLEAN HLDGS INC Technology 2,572.0 $367K 0.23% -4K -59.0% $142.59 -51.3%
42 SCHX SCHWAB STRATEGIC TR 11,732.0 $345K 0.21% -923.0 -7.3% $29.43 +3.1%
43 ACMR ACM RESH INC Technology 2,210.0 $280K 0.17% -1K -31.3% $126.89 -41.4%
44 LQD ISHARES TR 2,386.0 $260K 0.16% -959.0 -28.7% $109.07 -2.5%
45 ENS ENERSYS Industrials 1,108.0 $259K 0.16% -42.0 -3.6% $233.71 -20.6%
46 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 1,862.0 $208K 0.13% -90.0 -4.6% $111.79 -9.8%
47 AKAM AKAMAI TECHNOLOGIES INC Technology 1,613.0 $191K 0.12% -25K -93.9% $118.21 -9.1%
48 ZETA ZETA GLOBAL HOLDINGS CORP Technology 8,222.0 $162K 0.10% -414.0 -4.8% $19.68 +55.2%
49 MTH MERITAGE HOMES CORP Consumer Cyclical 1,872.0 $157K 0.10% -74.0 -3.8% $83.85 -15.3%
50 SCHA SCHWAB STRATEGIC TR 4,112.0 $149K 0.09% -3K -38.7% $36.13 -5.2%
51 CXT CRANE NXT CO Industrials 2,650.0 $136K 0.09% -441.0 -14.3% $51.16 -2.0%
52 OC OWENS CORNING NEW Industrials 818.0 $130K 0.08% -74.0 -8.3% $158.96 -10.0%
53 ITRI ITRON INC Technology 1,319.0 $114K 0.07% -194.0 -12.8% $86.53 +12.7%
54 SCHG SCHWAB STRATEGIC TR 2,991.0 $101K 0.06% -3K -53.8% $33.84 +5.7%
55 AMKR AMKOR TECHNOLOGY INC Technology 949.0 $82K 0.05% -40.0 -4.0% $86.23 -44.5%
56 AMD ADVANCED MICRO DEVICES INC Technology 127.0 $74K 0.05% -6K -97.9% $580.91 -19.9%
57 CSV CARRIAGE SVCS INC Consumer Cyclical 1,649.0 $63K 0.04% -115.0 -6.5% $38.34 -11.1%
58 DFH DREAM FINDERS HOMES INC Consumer Cyclical 1,642.0 $28K 0.02% -1K -38.0% $17.26 -14.5%
59 SJNK SPDR SERIES TRUST 367.0 $9K 0.01% -606.0 -62.3% $25.03 -0.6%
60 PGX INVESCO EXCH TRADED FD TR II 639.0 $7K 0.00% -4K -87.5% $10.84 -2.2%
Page 3 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%