Palouse Capital Management, Inc.
Comparing Q1 2026 vs Q4 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| DELL TECHNOLOGIES INC | 0 | 17,962 | +17,962 | 0 | 2,948,103 | +2,948,103 |
| SANOFI SA | 0 | 54,374 | +54,374 | 0 | 2,619,740 | +2,619,740 |
| AMERICAN TOWER CORP | 0 | 13,884 | +13,884 | 0 | 2,396,100 | +2,396,100 |
| JACOBS SOLUTIONS INC | 0 | 17,866 | +17,866 | 0 | 2,273,984 | +2,273,984 |
| HEWLETT PACKARD ENTERPRISE C | 0 | 87,604 | +87,604 | 0 | 2,085,851 | +2,085,851 |
| HEWLETT PACKARD ENTERPRISE C | 0 | 30,453 | +30,453 | 0 | 1,964,523 | +1,964,523 |
| ORACLE CORP | 0 | 43,266 | +43,266 | 0 | 1,947,402 | +1,947,402 |
| GENERAL MILLS INC | 32,950 | 81,627 | +48,677 | 1,532,175 | 3,038,157 | +1,505,982 |
| NVIDIA CORPORATION | 804 | 8,646 | +7,842 | 149,946 | 1,507,862 | +1,357,916 |
| BAKER HUGHES COMPANY | 95,432 | 89,441 | -5,991 | 4,345,974 | 5,460,373 | +1,114,399 |
| QUALCOMM INC | 16,541 | 29,467 | +12,926 | 2,829,338 | 3,794,760 | +965,422 |
| AKAMAI TECHNOLOGIES INC | 26,122 | 26,594 | +472 | 2,279,144 | 3,054,321 | +775,177 |
| VERIZON COMMUNICATIONS INC | 53,297 | 55,335 | +2,038 | 2,170,787 | 2,777,817 | +607,030 |
| ONEOK INC NEW | 27,862 | 28,782 | +920 | 2,047,858 | 2,601,605 | +553,747 |
| MICROSOFT CORP | 11,064 | 15,622 | +4,558 | 5,351,238 | 5,782,426 | +431,188 |
| WATERS CORP | 0 | 1,282 | +1,282 | 0 | 381,779 | +381,779 |
| MICRON TECHNOLOGY INC | 10,229 | 9,528 | -701 | 2,919,458 | 3,218,940 | +299,482 |
| HONEYWELL INTL INC | 9,443 | 9,438 | -5 | 1,842,235 | 2,133,272 | +291,037 |
| TEXAS INSTRS INC | 21,842 | 20,943 | -899 | 3,789,368 | 4,065,874 | +276,506 |
| PFIZER INC | 100,636 | 99,068 | -1,568 | 2,505,836 | 2,781,829 | +275,993 |
| PAYPAL HLDGS INC | 16,264 | 26,772 | +10,508 | 949,492 | 1,210,898 | +261,406 |
| TYSON FOODS INC | 79,267 | 76,204 | -3,063 | 4,646,631 | 4,882,390 | +235,759 |
| ULTRA CLEAN HLDGS INC | 7,013 | 6,278 | -735 | 177,639 | 390,366 | +212,727 |
| AT&T INC | 66,476 | 62,867 | -3,609 | 1,651,264 | 1,822,514 | +171,250 |
| CVB FINL CORP | 0 | 7,996 | +7,996 | 0 | 155,042 | +155,042 |
| CROWN HLDGS INC | 0 | 1,481 | +1,481 | 0 | 148,470 | +148,470 |
| PARSONS CORP DEL | 0 | 2,589 | +2,589 | 0 | 140,246 | +140,246 |
| ITRON INC | 0 | 1,513 | +1,513 | 0 | 135,610 | +135,610 |
| CRANE NXT CO | 0 | 3,091 | +3,091 | 0 | 125,463 | +125,463 |
| SPDR SERIES TRUST | 0 | 1,201 | +1,201 | 0 | 114,960 | +114,960 |
| EVEREST GROUP LTD | 4,835 | 5,340 | +505 | 1,640,758 | 1,745,379 | +104,621 |
| VANGUARD SCOTTSDALE FDS | 6,203 | 7,049 | +846 | 519,501 | 583,305 | +63,804 |
| LAM RESEARCH CORP | 2,544 | 2,330 | -214 | 435,482 | 497,828 | +62,346 |
| ALPS ETF TR | 38,638 | 35,592 | -3,046 | 1,816,758 | 1,873,563 | +56,805 |
| VANGUARD SCOTTSDALE FDS | 1,249 | 1,813 | +564 | 99,583 | 143,717 | +44,134 |
| PPG INDS INC | 4,812 | 5,008 | +196 | 493,038 | 535,255 | +42,217 |
| MARSH & MCLENNAN COS INC | 12,857 | 13,866 | +1,009 | 2,385,230 | 2,405,057 | +19,827 |
| STARBUCKS CORP | 23,725 | 22,481 | -1,244 | 1,997,882 | 2,014,073 | +16,191 |
| DARLING INGREDIENTS INC | 1,786 | 1,268 | -518 | 64,296 | 78,426 | +14,130 |
| SCHWAB STRATEGIC TR | 3,673 | 3,676 | +3 | 100,750 | 112,780 | +12,030 |
| PHOTRONICS INC | 6,163 | 4,999 | -1,164 | 197,216 | 202,009 | +4,793 |
| PEPSICO INC | 400 | 400 | 0 | 57,408 | 62,116 | +4,708 |
| SCHWAB STRATEGIC TR | 6,757 | 6,705 | -52 | 192,439 | 194,981 | +2,542 |
| SELECT SECTOR SPDR TR | 548 | 548 | 0 | 42,569 | 44,925 | +2,356 |
| ISHARES TR | 577 | 577 | 0 | 121,366 | 123,288 | +1,922 |
| ISHARES TR | 368 | 368 | 0 | 35,652 | 37,028 | +1,376 |
| MERIT MED SYS INC | 1,013 | 1,315 | +302 | 89,286 | 90,643 | +1,357 |
| ISHARES TR | 244 | 244 | 0 | 27,748 | 28,902 | +1,154 |
| ISHARES TR | 232 | 232 | 0 | 32,749 | 33,573 | +824 |
| SCHWAB STRATEGIC TR | 2,142 | 2,107 | -35 | 64,410 | 65,233 | +823 |
| ISHARES TR | 244 | 244 | 0 | 32,108 | 32,330 | +222 |
| CONNECTONE BANCORP INC | 1 | 1 | 0 | 13 | 13 | 0 |
| METHODE ELECTRS INC | 1 | 1 | 0 | 3 | 3 | 0 |
| APOGEE ENTERPRISES INC | 1 | 1 | 0 | 18 | 17 | -1 |
| SCHWAB STRATEGIC TR | 264 | 264 | 0 | 6,170 | 6,130 | -40 |
| ISHARES TR | 259 | 259 | 0 | 54,926 | 54,688 | -238 |
| ISHARES TR | 22 | 22 | 0 | 8,216 | 7,844 | -372 |
| SELECT SECTOR SPDR TR | 75 | 75 | 0 | 4,108 | 3,703 | -405 |
| INVESCO EXCHANGE TRADED FD T | 2,588 | 2,588 | 0 | 36,594 | 35,611 | -983 |
| DUTCH BROS INC | 100 | 100 | 0 | 6,122 | 5,066 | -1,056 |
| BOEING CO | 75 | 75 | 0 | 16,284 | 14,927 | -1,357 |
| WYNN RESORTS LTD | 100 | 100 | 0 | 12,033 | 10,155 | -1,878 |
| UPBOUND GROUP INC | 5,564 | 5,307 | -257 | 97,704 | 95,791 | -1,913 |
| MCGRATH RENTCORP | 1,452 | 1,356 | -96 | 152,358 | 149,540 | -2,818 |
| COHU INC | 1,928 | 1,339 | -589 | 44,865 | 41,000 | -3,865 |
| TESLA INC | 50 | 50 | 0 | 22,486 | 18,588 | -3,898 |
| NEW JERSEY RES CORP | 2,012 | 1,618 | -394 | 92,793 | 88,861 | -3,932 |
| ENERSYS | 1,393 | 1,150 | -243 | 204,349 | 199,691 | -4,658 |
| CARRIAGE SVCS INC | 2,036 | 1,764 | -272 | 86,122 | 80,544 | -5,578 |
| INCYTE CORP | 1,223 | 1,223 | 0 | 120,796 | 115,109 | -5,687 |
| HP INC | 1,942 | 1,942 | 0 | 43,268 | 37,306 | -5,962 |
| INSIGHT ENTERPRISES INC | 990 | 1,086 | +96 | 80,655 | 72,773 | -7,882 |
| NORTHWEST NAT HLDG CO | 2,195 | 1,762 | -433 | 102,594 | 93,774 | -8,820 |
| DMC GLOBAL INC | 8,160 | 7,708 | -452 | 54,590 | 40,159 | -14,431 |
| MGP INGREDIENTS INC NEW | 2,942 | 3,066 | +124 | 71,491 | 56,384 | -15,107 |
| MID PENN BANCORP INC | 3,233 | 2,584 | -649 | 100,287 | 83,101 | -17,186 |
| APPLE HOSPITALITY REIT INC | 4,983 | 3,554 | -1,429 | 59,049 | 40,907 | -18,142 |
| COLUMBUS MCKINNON CORP N Y | 3,496 | 2,857 | -639 | 60,306 | 41,512 | -18,794 |
| INVESCO EXCH TRADED FD TR II | 6,629 | 5,100 | -1,529 | 74,510 | 55,488 | -19,022 |
| OWENS CORNING NEW | 1,039 | 892 | -147 | 116,275 | 96,532 | -19,743 |
| HEALTHPEAK PROPERTIES INC | 6,728 | 5,383 | -1,345 | 108,186 | 88,442 | -19,744 |
| DREAM FINDERS HOMES INC | 3,313 | 2,649 | -664 | 56,652 | 36,874 | -19,778 |
| ACM RESH INC | 3,715 | 3,218 | -497 | 146,556 | 126,628 | -19,928 |
| MERITAGE HOMES CORP | 2,146 | 1,946 | -200 | 141,206 | 120,340 | -20,866 |
| BRIDGEWATER BANCSHARES INC | 6,052 | 4,814 | -1,238 | 106,091 | 85,207 | -20,884 |
| SCHWAB STRATEGIC TR | 12,842 | 12,655 | -187 | 345,578 | 324,474 | -21,104 |
| SCHWAB STRATEGIC TR | 6,450 | 6,468 | +18 | 210,399 | 188,413 | -21,986 |
| SPDR SERIES TRUST | 1,851 | 973 | -878 | 46,867 | 24,306 | -22,561 |
| ISHARES TR | 3,515 | 3,345 | -170 | 387,318 | 364,571 | -22,747 |
| SPDR SERIES TRUST | 434 | 257 | -177 | 60,395 | 37,507 | -22,888 |
| ISHARES TR | 2,480 | 2,480 | 0 | 305,685 | 280,513 | -25,172 |
| PERFORMANCE FOOD GROUP CO | 2,160 | 1,952 | -208 | 194,227 | 167,208 | -27,019 |
| ABM INDS INC | 2,942 | 2,524 | -418 | 124,447 | 97,224 | -27,223 |
| AXOS FINANCIAL INC | 2,520 | 2,158 | -362 | 217,123 | 183,625 | -33,498 |
| WESTERN ALLIANCE BANCORP | 1,585 | 1,261 | -324 | 133,251 | 89,342 | -43,909 |
| INVESCO EXCH TRADED FD TR II | 18,171 | 16,495 | -1,676 | 442,100 | 395,550 | -46,550 |
| MOHAWK INDS INC | 1,368 | 1,019 | -349 | 149,523 | 100,331 | -49,192 |
| APPLE INC | 2,429 | 2,418 | -11 | 663,324 | 613,664 | -49,660 |
| ZETA GLOBAL HOLDINGS CORP | 9,305 | 8,636 | -669 | 189,357 | 137,485 | -51,872 |
| GENTHERM INC | 4,770 | 4,222 | -548 | 173,484 | 117,287 | -56,197 |