Q2 2026 13F · SEC CIK 1056516

Palouse Capital Management, Inc.

Hedge fundFiled 2026-07-08 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $160.4M
Reported positions: 124
Top holdings a year, 3 yrs: +16.0%
Average holding period: 4.2 yrs

Palouse Capital Management, Inc. is a hedge fund that reported 124 positions worth $160.4M in its Q2 2026 13F, filed 2026-07-08. Its largest holdings were Netapp Inc (NTAP, 3.5%), Microsoft Corp (MSFT, 3.3%), Pimco ETF Tr (PYLD, 3.3%). A portfolio copying its top holdings returned 16.0% a year over the last 3 years, against 20.4% for the S&P 500.

Palouse Capital Management, Inc. holdings largest 50 of 124 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Palouse Capital Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NTAPNetapp Inc	3.5%	2.7%	36,299	-8.9%	$5.6M
MSFTMicrosoft Corp	3.3%	3.8%	14,330	-8.3%	$5.3M
PYLDPimco ETF Tr	3.3%	2.8%	197,177	+22.8%	$5.2M
QCOMQualcomm Inc	3.1%	2.5%	26,550	-9.9%	$4.9M
UNHUnitedhealth Group Inc	3.0%	2.3%	11,414	-9.2%	$4.7M
BKRBaker Hughes Company Cl A	2.8%	3.6%	81,999	-8.3%	$4.6M
MDTMedtronic PLC	2.8%	1.6%	57,027	+105.5%	$4.5M
LAMRLamar Advertising Co New Cl A	2.6%	2.4%	26,416	-8.3%	$4.1M
CCitigroup Inc	2.5%	2.3%	28,304	-8.5%	$4.0M
UPSUnited Parcel Svcs Inc	2.5%	2.6%	36,610	-8.0%	$3.9M
BILSpdr Series Trust	2.4%	2.7%	42,851	-4.2%	$3.9M
TSNTyson Foods Inc	2.4%	3.2%	68,501	-10.1%	$3.9M
DELLDell Technologies Inc	2.4%	1.9%	9,074	-49.5%	$3.9M
TXNTexas Instrs Inc	2.4%	2.7%	12,730	-39.2%	$3.8M
SJMJ.M. Smucker Co.	2.4%	—	33,705	—	$3.8M
HBANHuntington Bancshares Inc	2.3%	2.4%	212,141	-7.6%	$3.8M
MUMicron Technology Inc	2.3%	2.1%	3,133	-67.1%	$3.6M
GISGeneral Mills Inc	2.2%	2.0%	103,573	+26.9%	$3.6M
JJacobs Solutions Inc	2.2%	1.5%	27,424	+53.5%	$3.5M
42824C208Hewlett Packard Enterprise C	2.1%	—	29,579	—	$3.4M
HPEHewlett Packard Enterprise C	2.0%	1.4%	72,111	-17.7%	$3.3M
TAt&t Inc	2.0%	1.2%	155,310	+147.0%	$3.2M
VSTVistra Corp	2.0%	—	19,849	—	$3.1M
GOOGLAlphabet Inc	1.9%	2.6%	8,478	-37.5%	$3.0M
DVNDevon Energy Corp New	1.7%	2.3%	64,261	-8.5%	$2.7M
OKEOneok Inc New	1.5%	1.7%	27,720	-3.7%	$2.4M
PFFIshares Tr	1.5%	1.6%	76,377	-1.4%	$2.3M
097023204Boeing Co	1.4%	1.5%	34,328	-3.1%	$2.3M
MRSHMarsh & Mclennan Cos	1.4%	1.6%	13,706	-1.2%	$2.3M
SNYNFSanofi SA	1.4%	1.7%	52,316	-3.8%	$2.2M
PFEPfizer Inc	1.4%	1.8%	92,603	-6.5%	$2.2M
AMTAmerican Tower Corp	1.4%	1.6%	13,282	-4.3%	$2.2M
DISDisney Walt Co	1.3%	1.2%	22,152	+16.2%	$2.1M
REEverest Group Ltd	1.3%	1.2%	5,638	+5.6%	$2.0M
GOOGMAlphabet Inc	1.3%	—	39,501	—	$2.0M
BDXBecton Dickinson & Co	1.3%	1.0%	13,283	+34.3%	$2.0M
KEYKeycorp	1.2%	1.2%	84,385	-5.5%	$1.9M
68389X204Oracle Corp	1.2%	1.3%	42,732	-1.2%	$1.9M
AMLPAlps ETF Tr	1.1%	1.2%	35,175	-1.2%	$1.8M
METAMeta Platforms Inc	1.1%	1.2%	3,157	+1.5%	$1.8M
ELVElevance Health Inc Formerly	1.1%	1.1%	4,579	-16.6%	$1.8M
VZVerizon Communications Inc	1.1%	1.8%	41,028	-25.9%	$1.7M
REGNRegeneron Pharmaceuticals	1.0%	1.2%	2,479	+6.2%	$1.5M
CVSCvs Health Corp	0.9%	—	14,687	—	$1.5M
SPYState Str Spdr S&p 500 ETF T	0.9%	0.9%	2,030	-0.8%	$1.5M
NVDANvidia Corporation	0.9%	1.0%	7,298	-15.6%	$1.5M
AMZNAmazon Com Inc	0.9%	1.0%	6,011	-15.8%	$1.4M
APTVAptiv PLC	0.9%	—	22,462	—	$1.4M
HONHoneywell Intl Inc	0.7%	—	5,354	—	$1.2M
HONAHoneywell Aerospace Inc	0.7%	—	5,342	—	$1.2M

What Palouse Capital Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

T At&t Inc+147.0% shares
MDT Medtronic PLC+105.5% shares
J Jacobs Solutions Inc+53.5% shares
BDX Becton Dickinson & Co+34.3% shares
GIS General Mills Inc+26.9% shares
PYLD Pimco ETF Tr+22.8% shares
DIS Disney Walt Co+16.2% shares
REGN Regeneron Pharmaceuticals+6.2% shares

Reduced

MU Micron Technology Inc-67.1% shares
DELL Dell Technologies Inc-49.5% shares
TXN Texas Instrs Inc-39.2% shares
GOOGL Alphabet Inc-37.5% shares
VZ Verizon Communications Inc-25.9% shares
HPE Hewlett Packard Enterprise C-17.7% shares
ELV Elevance Health Inc Formerly-16.6% shares
AMZN Amazon Com Inc-15.8% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +34.1% /yr; S&P 500 +20.1%
3 years: +16.0% /yr; S&P 500 +20.4%
5 years: +8.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$160.4M	124
Q1 2026	$151.2M	135
Q4 2025	$156.1M	162
Q3 2025	$157.2M	134
Q2 2025	$151.6M	128
Q1 2025	$146.5M	136
Q4 2024	$150.4M	139
Q3 2024	$158.3M	122
Q2 2024	$149.0M	117
Q1 2024	$151.5M	145
Q4 2023	$141.4M	69
Q3 2023	$134.7M	71

Questions about Palouse Capital Management, Inc.'s portfolio

What stocks does Palouse Capital Management, Inc. own?

Palouse Capital Management, Inc.'s latest 13F, for Q2 2026 and filed Jul 8, 2026, lists 124 positions worth $160.4M. The largest are Netapp Inc (NTAP) at 3.5%, Microsoft Corp (MSFT) at 3.3%, Pimco ETF Tr (PYLD) at 3.3%, Qualcomm Inc (QCOM) at 3.1% and Unitedhealth Group Inc (UNH) at 3.0%.

What did Palouse Capital Management, Inc. buy last quarter?

In Q2 2026, Palouse Capital Management, Inc. added At&t Inc (T) (+147.0% shares), Medtronic PLC (MDT) (+105.5% shares) and Jacobs Solutions Inc (J) (+53.5% shares), compared with its Q1 2026 filing.

What did Palouse Capital Management, Inc. sell last quarter?

In Q2 2026, Palouse Capital Management, Inc. cut from its top 50 Akamai Technologies Inc (AKAM), cut from its top 50 Cisco Sys Inc (CSCO), cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 East West Bancorp Inc (EWBC), cut from its top 50 Starbucks Corp (SBUX), Micron Technology Inc (MU) (-67.1% shares), Dell Technologies Inc (DELL) (-49.5% shares) and Texas Instrs Inc (TXN) (-39.2% shares), compared with its Q1 2026 filing.

How has Palouse Capital Management, Inc.'s portfolio performed?

A portfolio copying Palouse Capital Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +34.1% against +20.1%. Over 5 years: +8.2% a year against +11.6%.

When is Palouse Capital Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Palouse Capital Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.