Palouse Capital Management, Inc.

Q4 2025 13F-HR Holdings

Location
Spokane, WA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
162
Total value ($000)
$156,064
Net value change ($000)
-1,173 (-0.7%)
New positions
30
Sold out positions
2
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2025 Next filing: 4/24/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
TXN 3,789 NEW
HON 1,842 NEW
SPY 1,243 86.6%
MU 1,018 53.6%
GOOGL 849 23.4%
TSN 791 20.5%
BIL 586 11.8%
META 567 37.5%
MRSH 465 24.2%
REGN 435 29.8%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -1,960 -74.7%
ARE -1,702 -55.0%
INCY -1,408 -92.1%
LRCX -700 -61.7%
NTAP -666 -13.0%
TMO -630 -30.4%
FISV -606 -30.5%
MSFT -572 -9.7%
KHC -569 -33.5%
CMCSA -523 -33.5%
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