Palouse Capital Management, Inc.

Q3 2025 13F-HR Holdings

Location
Spokane, WA
Holdings as of
9/30/2025
Date filed
10/23/2025
Form type
13F-HR
Num holdings
134
Total value ($000)
$157,237
Net value change ($000)
+5,637 (3.7%)
New positions
7
Sold out positions
1
Turnover %
11.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PYLD 4,440 NEW
VZ 2,637 NEW
FISV 1,988 NEW
EG 1,970 NEW
MRSH 1,920 NEW
ADBE 1,353 NEW
BKR 998 26.0%
C 628 18.2%
GOOGL 580 19.0%
AAPL 502 23.7%
Top Reduces (Value $000, Stocks/ETFs)
BLK -4,068 -100.0%
VCLT -3,772 -99.8%
NEM -2,491 -48.0%
NXPI -1,387 -90.5%
LRCX -1,310 -53.6%
DIS -1,196 -36.9%
GIS -887 -33.9%
CMCSA -499 -24.2%
TGT -330 -9.6%
OKE -244 -9.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type