Palouse Capital Management, Inc. — Q2 2025 13F Holdings

Name: Palouse Capital Management, Inc. — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001056516

Total reported value

$160.4M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MSFT	Microsoft CORP	Stock-Tech	3.80%	-0.49%	-1.54%
2	NEM	Newmont CORP	Stock-Materials	3.42%	—	-2.66%
3	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	3.14%	—	-8.04%
4	NTAP	Netapp INC	Stock-Tech	3.05%	+0.80%	+0.40%
5	UNH	Unitedhealth Group INC	Stock-Healthcare	2.81%	+0.71%	+4892.34%
6	HBAN	Huntington Bancshares INC	Stock-Financials	2.78%	—	-0.93%
7	BLK	Blackrock INC	Stock-Financials	2.68%	—	-11.04%
8	TSN	Tyson Foods Inc-cl A	Stock-Consumer Staples	2.57%	-0.78%	-0.11%
9	BKR	Baker Hughes Co	Stock-Energy	2.54%	-0.77%	-1.07%
10	VCLT	Vanguard Long-term CORP Bond	ETF-Corp Bonds	2.49%	—	+0.34%
11	LAMR	Lamar Advertising Co-a	Stock-Real Estate	2.46%	+0.16%	+0.25%
12	DVN	Devon Energy CORP	Stock-Energy	2.28%	-0.68%	+37.54%
13	C	Citigroup INC	Stock-Financials	2.27%	+0.15%	-24.20%
14	TGT	Target CORP	Stock-Consumer Disc	2.26%	—	+49.59%
15	UPS	United Parcel Service-cl B	Stock-Industrials	2.17%	—	-4.41%
16	DIS	Walt Disney Co/the	Stock-Comm Services	2.14%	+0.11%	+34.66%
17	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.01%	-0.69%	+59.27%
18	KEY	Keycorp	Stock-Financials	1.93%	—	+0.05%
19	PFF	Ishares Preferred & Income S	ETF-Other	1.84%	—	+0.70%
20	QCOM	Qualcomm INC	Stock-Tech	1.79%	+0.55%	+0.07%
21	BA 6 10-15-27	Boeing Co/the	Stock-Industrials	1.79%	—	—
22	LMT	Lockheed Martin CORP	Stock-Industrials	1.77%	—	-0.05%
23	ARE	Alexandria Real Estate Equit	Stock-Real Estate	1.76%	—	—
24	MDT	Medtronic plc	Stock-Healthcare	1.75%	+1.19%	+0.12%
25	GIS	General Mills INC	Stock-Consumer Staples	1.73%	+0.24%	-2.81%
26	CSCO	Cisco Systems INC	Stock-Tech	1.70%	-1.29%	-24.46%
27	OKE	Oneok INC	Stock-Energy	1.67%	-0.22%	—
28	PFE	Pfizer INC	Stock-Healthcare	1.63%	-0.45%	-31.08%
29	LRCX	Lam Research CORP	Stock-Tech	1.61%	+0.16%	-20.11%
30	NTR	Nutrien LTD	Stock-Materials	1.58%	—	-22.53%
31	EWBC	East West Bancorp INC	Stock-Financials	1.42%	-0.78%	-1.91%
32	SBUX	Starbucks CORP	Stock-Consumer Disc	1.41%	-1.33%	EXIT
33	AAPL	Apple INC	Stock-Tech	1.40%	—	-0.03%
34	CMCSA	Comcast Corp-class A	Stock-Comm Services	1.36%	—	-0.87%
35	AKAM	Akamai Technologies INC	Stock-Tech	1.29%	-1.90%	+2.67%
36	T	At&t INC	Stock-Comm Services	1.28%	+0.79%	-29.37%
37	AMLP	Alerian Mlp ETF	ETF-Other	1.25%	—	+0.26%
38	BDX	Becton Dickinson And Co	Stock-Healthcare	1.24%	+0.22%	+338.00%
39	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	1.22%	-0.16%	EXIT
40	MU	Micron Technology INC	Stock-Tech	1.22%	+0.12%	-0.77%
41	ELV	Elevance Health INC	Stock-Healthcare	1.18%	—	-1.20%
42	META	Meta Platforms Inc-class A	Stock-Comm Services	1.11%	—	-25.59%
43	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.08%	—	+18.16%
44	AMZN	Amazon.com INC	Stock-Consumer Disc	1.08%	—	-1.28%
45	KHC	Kraft Heinz Co/the	Stock-Consumer Staples	1.08%	-0.64%	EXIT
46	AMD	Advanced Micro Devices	Stock-Tech	1.05%	-0.76%	-0.04%
47	NXPI	NXP Semiconductors N.V.	Stock-Tech	1.01%	—	-17.95%
48	NKE	Nike INC -cl B	Stock-Consumer Disc	1.01%	—	-4.92%
49	REGN	Regeneron Pharmaceuticals	Stock-Healthcare	0.93%	-0.23%	—
50	PYPL	Paypal Holdings INC	Stock-Financials	0.88%	-0.20%	-0.82%

1–50 of 128

Holding changes this quarter

Position changes disclosed by Palouse Capital Management, Inc. for the quarter ending Q2 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	UNH	Unitedhealth Group INC	+2.7%	+4892.34%	Add
2	BA 6 10-15-27	Boeing Co/the	+1.8%	NEW	New buy
3	ARE	Alexandria Real Estate Equit	+1.8%	NEW	New buy
4	OKE	Oneok INC	+1.7%	NEW	New buy
5	REGN	Regeneron Pharmaceuticals	+0.9%	NEW	New buy
6	GOOGL	Alphabet Inc-cl A	+0.9%	+59.27%	Add
7	BDX	Becton Dickinson And Co	+0.9%	+338.00%	Add
8	DIS	Walt Disney Co/the	+0.8%	+34.66%	Add
9	MSFT	Microsoft CORP	+0.8%	-1.54%	Trim
10	TGT	Target CORP	+0.6%	+49.59%	Add
11	NTAP	Netapp INC	+0.5%	+0.40%	Add
12	NEM	Newmont CORP	+0.4%	-2.66%	Trim
13	MU	Micron Technology INC	+0.3%	-0.77%	Trim
14	DVN	Devon Energy CORP	+0.3%	+37.54%	Add
15	TMO	Thermo Fisher Scientific INC	+0.3%	+62.62%	Add
16	AMD	Advanced Micro Devices	+0.3%	-0.04%	Trim
17	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.2%	+18.16%	Add
18	HBAN	Huntington Bancshares INC	+0.2%	-0.93%	Trim
19	VTY	Verint Systems INC	+0.1%	NEW	New buy
20	KEY	Keycorp	+0.1%	+0.05%	Add
21	AMZN	Amazon.com INC	+0.1%	-1.28%	Trim
22	EWBC	East West Bancorp INC	+0.1%	-1.91%	Trim
23	LAMR	Lamar Advertising Co-a	+0.1%	+0.25%	Add
24	PYPL	Paypal Holdings INC	+0.1%	-0.82%	Trim
25	APTV	Aptiv PLC	+0.1%	-1.01%	Trim
26	LRCX	Lam Research CORP	+0.1%	-20.11%	Trim
27	NVST	Envista Holdings CORP	-0.1%	EXIT	Sold out
28	MCB	Metropolitan Bank Holding Co	-0.1%	EXIT	Sold out
29	YUMC	Yum China Holdings INC	-0.2%	-2.33%	Trim
30	AAPL	Apple INC	-0.2%	-0.03%	Trim
31	KHC	Kraft Heinz Co/the	-0.2%	+4.79%	Add
32	ELV	Elevance Health INC	-0.2%	-1.20%	Trim
33	NTR	Nutrien LTD	-0.2%	-22.53%	Trim
34	VCIT	Vanguard Int-term Corporate	-0.3%	-38.03%	Trim
35	CVS	Cvs Health CORP	-0.3%	-28.12%	Trim
36	C	Citigroup INC	-0.3%	-24.20%	Trim
37	CSCO	Cisco Systems INC	-0.4%	-24.46%	Trim
38	GIS	General Mills INC	-0.4%	-2.81%	Trim
39	UPS	United Parcel Service-cl B	-0.4%	-4.41%	Trim
40	BIL	Ss Spdr Bb 1-3m T-bill ETF	-0.4%	-8.04%	Trim
41	TSN	Tyson Foods Inc-cl A	-0.5%	-0.11%	Trim
42	EBAY	Ebay INC	-0.5%	EXIT	Sold out
43	BKR	Baker Hughes Co	-0.5%	-1.07%	Trim
44	T	At&t INC	-0.6%	-29.37%	Trim
45	ULTA	Ulta Beauty INC	-0.7%	EXIT	Sold out
46	PFE	Pfizer INC	-0.9%	-31.08%	Trim
47	IPG	Interpublic Group Of Cos INC	-1%	EXIT	Sold out
48	KVUE	Kenvue INC	-1.6%	EXIT	Sold out
49	APD	Air Products & Chemicals INC	-2.5%	EXIT	Sold out
50	KDP	Keurig Dr Pepper INC	-2.5%	EXIT	Sold out