Palouse Capital Management, Inc.

Q2 2026 13F-HR Holdings

Location
Spokane, WA
Holdings as of
6/30/2026
Date filed
7/8/2026
Form type
13F-HR
Num holdings
124
Total value ($000)
$160,383
Net value change ($000)
+9,145 (6.0%)
New positions
11
Sold out positions
22
Turnover %
16.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SJM 3,792 NEW
HPE 3,421 NEW
VST 3,149 NEW
MDT 2,056 85.5%
ALPHABET INC 2,010 NEW
NTAP 1,537 37.7%
T 1,392 76.4%
UNH 1,341 39.4%
HONEYWELL INTL INC 1,199 NEW
HONEYWELL AEROSPACE INC 1,181 NEW
Top Reduces (Value $000, Stocks/ETFs)
AKAM -2,863 -93.7%
HON -2,133 -100.0%
SBUX -2,014 -100.0%
HEWLETT PACKARD ENTERPRISE C -1,965 -100.0%
CSCO -1,908 -72.9%
FISV -1,181 -100.0%
AMD -1,156 -94.0%
EWBC -1,122 -54.7%
VZ -1,041 -37.5%
KHC -974 -100.0%
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