2026 Q1 Portfolio Activity
In 2026 Q1, Palouse Capital Management, Inc. maintained a portfolio of 176 distinct positions. The most significant new addition was DELL TECHNOLOGIES INC, now representing 1.95% of the total fund value. They heavily accumulated shares in GENERAL MILLS INC, increasing the position by 147.7%. Conversely, Palouse Capital Management, Inc. completely exited their position in TARGET CORP.
Position History
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Total Positions
176
Quarter
2026 Q1
Top Holding
MSFT (3.8%)
Top 10 Concentration
29.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 176
Palouse Capital Management, Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MSFT
MICROSOFT CORP
|
Technology | 3.82% | 3.43% |
#1
1
Prev: #2
|
6.0 |
—
|
4,558 | 41.2% |
P
S
|
15,622 | $5,782,426 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
BKR
BAKER HUGHES CO...
|
Energy | 3.61% | 2.78% |
#2
5
Prev: #7
|
3.4 |
—
|
-5,991 | -6.3% |
P
S
|
89,441 | $5,460,373 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
TSN
TYSON FOODS INC
|
Consumer Defensive | 3.23% | 2.98% |
#3
Prev: #3
|
2.8 |
—
|
-3,063 | -3.9% |
P
S
|
76,204 | $4,882,390 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
PYLD
PIMCO ETF TR
|
ETF | 2.78% | 2.77% |
#4
4
Prev: #8
|
2.1 |
—
|
-1,657 | -1.0% |
P
S
|
160,589 | $4,207,432 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 2.71% | 3.55% |
#5
4
Prev: #1
|
1.6 |
—
|
-15,902 | -26.2% |
P
S
|
44,750 | $4,100,890 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NTAP
NETAPP INC
|
Technology | 2.70% | 2.85% |
#6
Prev: #6
|
1.6 |
—
|
-1,631 | -3.9% |
P
S
|
39,855 | $4,080,754 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 2.69% | 2.43% |
#7
6
Prev: #13
|
1.6 |
—
|
-899 | -4.1% |
P
S
|
20,943 | $4,065,874 | 2002 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
UPS
UNITED PARCEL S...
|
Industrials | 2.59% | 2.58% |
#8
3
Prev: #11
|
1.5 |
—
|
-782 | -1.9% |
P
S
|
39,789 | $3,914,442 | 2005 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.58% | 2.87% |
#9
5
Prev: #4
|
1.5 |
—
|
-741 | -5.2% |
P
S
|
13,575 | $3,903,627 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
QCOM
QUALCOMM INC
|
Technology | 2.51% | 1.81% |
#10
9
Prev: #19
|
4.0 |
—
|
12,926 | 78.1% |
P
S
|
29,467 | $3,794,760 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
LAMR
LAMAR ADVERTISI...
|
Real Estate | 2.41% | 2.45% |
#11
1
Prev: #12
|
1.5 |
—
|
-1,394 | -4.6% |
P
S
|
28,820 | $3,650,350 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
HBAN
HUNTINGTON BANC...
|
Financial Services | 2.38% | 2.69% |
#12
2
Prev: #10
|
1.5 |
—
|
-12,622 | -5.2% |
P
S
|
229,594 | $3,593,138 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DVN
DEVON ENERGY CO...
|
Energy | 2.34% | 2.43% |
#13
1
Prev: #14
|
0.9 |
—
|
-33,092 | -32.0% |
P
S
|
70,235 | $3,534,225 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
C
CITIGROUP INC
|
Financial Services | 2.32% | 2.86% |
#14
9
Prev: #5
|
1.4 |
—
|
-7,383 | -19.3% |
P
S
|
30,926 | $3,507,205 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 2.25% | 2.70% |
#15
6
Prev: #9
|
1.4 |
—
|
-182 | -1.4% |
P
S
|
12,575 | $3,402,534 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 2.13% | 1.87% |
#16
2
Prev: #18
|
1.4 |
—
|
-701 | -6.9% |
P
S
|
9,528 | $3,218,940 | 2007 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AKAM
AKAMAI TECHNOLO...
|
Technology | 2.02% | 1.46% |
#17
12
Prev: #29
|
1.3 |
—
|
472 | 1.8% |
P
S
|
26,594 | $3,054,321 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GIS
GENERAL MILLS I...
|
Consumer Defensive | 2.01% | 0.98% |
#18
26
Prev: #44
|
3.8 |
—
|
48,677 | 147.7% |
P
S
|
81,627 | $3,038,157 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DELL
DELL TECHNOLOGI...
|
Technology | 1.95% | — |
#19
Prev: #—
|
4.3 |
—
|
17,962 | — |
NEW
|
17,962 | $2,948,103 | 2000 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
PFE
PFIZER INC
|
Healthcare | 1.84% | 1.61% |
#20
6
Prev: #26
|
1.2 |
—
|
-1,568 | -1.6% |
P
S
|
99,068 | $2,781,829 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 1.84% | 1.39% |
#21
10
Prev: #31
|
1.2 |
—
|
2,038 | 3.8% |
P
S
|
55,335 | $2,777,817 | 2000 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SNY
SANOFI SA
|
Healthcare | 1.73% | — |
#22
Prev: #—
|
4.2 |
—
|
54,374 | — |
NEW
|
54,374 | $2,619,740 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CSCO
CISCO SYS INC
|
Technology | 1.73% | 1.78% |
#23
2
Prev: #21
|
1.2 |
—
|
-2,339 | -6.5% |
P
S
|
33,750 | $2,618,663 | 2001 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
OKE
ONEOK INC NEW
|
Energy | 1.72% | 1.31% |
#24
10
Prev: #34
|
1.2 |
—
|
920 | 3.3% |
P
S
|
28,782 | $2,601,605 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MMC
MARSH & MCLENNA...
|
Unknown | 1.59% | 1.53% |
#25
3
Prev: #28
|
2.6 |
—
|
1,009 | 7.8% |
P
S
|
13,866 | $2,405,057 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MDT
MEDTRONIC PLC
|
Healthcare | 1.59% | 1.81% |
#26
6
Prev: #20
|
1.1 |
—
|
-1,673 | -5.7% |
P
S
|
27,752 | $2,404,711 | 2006 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AMT
AMERICAN TOWER ...
|
Real Estate | 1.58% | — |
#27
Prev: #—
|
4.1 |
—
|
13,884 | — |
NEW
|
13,884 | $2,396,100 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
PFF
ISHARES TR
|
Preferred | 1.55% | 1.68% |
#28
4
Prev: #24
|
1.1 |
—
|
-7,322 | -8.6% |
P
S
|
77,496 | $2,349,679 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
BA/PRA
BOEING CO
|
Preferred | 1.52% | 1.65% |
#29
4
Prev: #25
|
1.1 |
—
|
-1,852 | -5.0% |
P
S
|
35,425 | $2,298,374 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
J
JACOBS SOLUTION...
|
Industrials | 1.50% | — |
#30
Prev: #—
|
4.1 |
—
|
17,866 | — |
NEW
|
17,866 | $2,273,984 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
HON
HONEYWELL INTL ...
|
Industrials | 1.41% | 1.18% |
#31
8
Prev: #39
|
1.1 |
—
|
-5 | -0.1% |
P
S
|
9,438 | $2,133,272 | 2000 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
HPE
HEWLETT PACKARD...
|
Technology | 1.38% | — |
#32
Prev: #—
|
4.1 |
—
|
87,604 | — |
NEW
|
87,604 | $2,085,851 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
EWBC
EAST WEST BANCO...
|
Financial Services | 1.36% | 1.45% |
#33
3
Prev: #30
|
1.0 |
—
|
-885 | -4.4% |
P
S
|
19,223 | $2,052,215 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SBUX
STARBUCKS CORP
|
Consumer Cyclical | 1.33% | 1.28% |
#34
1
Prev: #35
|
1.0 |
—
|
-1,244 | -5.2% |
P
S
|
22,481 | $2,014,073 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CFG/PRH
HEWLETT PACKARD...
|
Unknown | 1.30% | — |
#35
Prev: #—
|
4.0 |
—
|
30,453 | — |
NEW
|
30,453 | $1,964,523 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
N/A
ORACLE CORP
|
|
Unknown | 1.29% | — |
#36
Prev: #—
|
4.0 |
—
|
43,266 | — |
NEW
|
43,266 | $1,947,402 | — | 13F Filing | 2026-03-31 | 2026-04-24 | ||
|
AMLP
ALPS ETF TR
|
ETF | 1.24% | 1.16% |
#37
3
Prev: #40
|
1.0 |
—
|
-3,046 | -7.9% |
P
S
|
35,592 | $1,873,563 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 1.22% | 1.35% |
#38
6
Prev: #32
|
1.0 |
—
|
517 | 2.8% |
P
S
|
19,068 | $1,837,774 | 2001 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
T
AT&T INC
|
Communication Services | 1.21% | 1.06% |
#39
3
Prev: #42
|
1.0 |
—
|
-3,609 | -5.4% |
P
S
|
62,867 | $1,822,514 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
REGN
REGENERON PHARM...
|
Healthcare | 1.19% | 1.21% |
#40
3
Prev: #37
|
1.0 |
—
|
-119 | -4.9% |
P
S
|
2,334 | $1,803,342 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
KEY
KEYCORP
|
Financial Services | 1.18% | 2.13% |
#41
26
Prev: #15
|
0.5 |
—
|
-71,964 | -44.6% |
P
S
|
89,343 | $1,791,327 | 2000 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.18% | 1.33% |
#42
9
Prev: #33
|
1.0 |
—
|
-44 | -1.4% |
P
S
|
3,109 | $1,778,752 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
EG
EVEREST GROUP L...
|
Financial Services | 1.15% | 1.05% |
#43
Prev: #43
|
2.5 |
—
|
505 | 10.4% |
P
S
|
5,340 | $1,745,379 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
ELV
ELEVANCE HEALTH...
|
Healthcare | 1.06% | 1.21% |
#44
6
Prev: #38
|
0.9 |
—
|
97 | 1.8% |
P
S
|
5,493 | $1,608,076 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
BDX
BECTON DICKINSO...
|
Healthcare | 1.03% | 1.24% |
#45
9
Prev: #36
|
0.9 |
—
|
-70 | -0.7% |
P
S
|
9,890 | $1,555,005 | 2009 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.00% | 0.10% |
#46
31
Prev: #77
|
3.4 |
—
|
7,842 | 975.4% |
P
S
|
8,646 | $1,507,862 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.98% | 1.08% |
#47
6
Prev: #41
|
0.9 |
—
|
-134 | -1.8% |
P
S
|
7,135 | $1,486,006 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.88% | 1.72% |
#48
25
Prev: #23
|
0.4 |
—
|
-1,882 | -47.9% |
P
S
|
2,047 | $1,331,246 | 2000 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.81% | 0.84% |
#49
Prev: #49
|
0.8 |
—
|
-74 | -1.2% |
P
S
|
6,044 | $1,229,531 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
PYPL
PAYPAL HLDGS IN...
|
Financial Services | 0.80% | 0.61% |
#50
6
Prev: #56
|
3.3 |
—
|
10,508 | 64.6% |
P
S
|
26,772 | $1,210,898 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 |
Showing 1-50 of 176 holdings