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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 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 4,579.0 $1.8M 1.10% -914.0 -16.6% $386.73 +2.0%
42 VZ VERIZON COMMUNICATIONS INC Communication Services 41,028.0 $1.7M 1.08% -14K -25.9% $42.34 +18.3%
43 REGN REGENERON PHARMACEUTICALS Healthcare 2,479.0 $1.5M 0.96% +145.0 +6.2% $623.54 +27.4%
44 CVS CVS HEALTH CORP Healthcare 14,687.0 $1.5M 0.95% -259.0 -1.7% $103.45 -10.0%
45 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,030.0 $1.5M 0.94% -17.0 -0.8% $746.77 +3.0%
46 NVDA NVIDIA CORPORATION Technology 7,298.0 $1.5M 0.91% -1K -15.6% $200.09 +8.7%
47 AMZN AMAZON COM INC Consumer Cyclical 6,011.0 $1.4M 0.89% -1K -15.8% $238.34 +11.8%
48 APTIV PLC 22,462.0 $1.4M 0.86% +6K +33.2% $61.38
49 HONEYWELL INTL INC 5,354.0 $1.2M 0.75% NEW $223.86
50 HONEYWELL AEROSPACE INC 5,342.0 $1.2M 0.74% NEW $221.07
51 NOW SERVICENOW INC Technology 11,631.0 $1.2M 0.72% NEW $99.28 +45.8%
52 PYPL PAYPAL HLDGS INC Financial Services 22,415.0 $968K 0.60% -4K -16.3% $43.18 +24.3%
53 EWBC EAST WEST BANCORP INC Financial Services 7,204.0 $930K 0.58% -12K -62.5% $129.08 +0.3%
54 LRCX LAM RESEARCH CORP Technology 1,830.0 $793K 0.49% -500.0 -21.5% $433.33 -30.3%
55 CSCO CISCO SYS INC Technology 6,053.0 $711K 0.44% -28K -82.1% $117.46 -6.4%
56 AAPL APPLE INC Technology 2,100.0 $608K 0.38% -318.0 -13.2% $289.36 +10.5%
57 PPG PPG INDS INC Basic Materials 4,265.0 $517K 0.32% -743.0 -14.8% $121.29 -5.8%
58 VCIT VANGUARD SCOTTSDALE FDS 6,252.0 $517K 0.32% -797.0 -11.3% $82.65 -1.8%
59 VRP INVESCO EXCH TRADED FD TR II 18,099.0 $440K 0.27% +2K +9.7% $24.31 -0.7%
60 UCTT ULTRA CLEAN HLDGS INC Technology 2,572.0 $367K 0.23% -4K -59.0% $142.59 -51.3%
Page 3 of 7  ·  124 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%