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CIK: 0001056516
Total reported value
$160.4M
$160.4M
128 檔
15.3%
According to the latest 13F quarterly dataset, Palouse Capital Management, Inc. managed an equity portfolio of $160.4M at the end of Q2 2025, spanning 128 distinct U.S. exchange-listed positions.
In Q2 2025, Palouse Capital Management, Inc. adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 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% | -0.26% | -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% | -0.03% | -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% | -0.14% | -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% | +0.03% | +0.05% | |
| 19 | PFF | Ishares Preferred & Income S | ETF-Other | 1.84% | -0.10% | +0.70% | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 1.79% | +0.55% | +0.07% | |
| 21 | BA 6 10-15-27Bond | Boeing Co/the | Bond | 1.79% | -0.08% | — | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.77% | -0.04% | EXIT | |
| 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% | -0.03% | |
| 34 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.36% | -0.03% | EXIT | |
| 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% | -0.10% | +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% | +0.04% | -1.20% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.11% | -0.07% | -25.59% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.08% | +0.07% | +18.16% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | -0.09% | -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% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | +2.7% | +4892.34% | Add |
| 2 | BA 6 10-15-27Bond | 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 |
According to official SEC Form 13F filings, Palouse Capital Management, Inc. reported a total U.S. public equity portfolio value of $160.4M across 128 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NEM, BIL) accounted for 15.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
BA 6 10-15-27
市值: $2.7M
Top Position Liquidated / Trimmed
KDP
前期市值: $3.7M
During Q2 2025, Palouse Capital Management, Inc.'s top holdings by market value included MSFT (3.8%)、NEM (3.4%)、BIL (3.1%). The largest single position, MSFT, represented 3.8% of total portfolio value.
In Q2 2025, Palouse Capital Management, Inc. made 50 total portfolio adjustments, initiating 5 new buys, adding to 12 positions, trimming 25 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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