Palouse Capital Management, Inc.
SEC Form 13F institutional filer · CIK 0001056516
13F-HR · 67 reported holdings · 2026-03-31
Reported long-US-equity value
$0.12B
Top-10 concentration
35.0%
Palouse Capital Management, Inc. — $123M AUM allocation strategy
Palouse Capital Management, Inc. files SEC Form 13F and reports $123M of long US equity value across 67 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 24.1%, followed by Energy 9.4% and Consumer Staples 6.4%.
The top 10 holdings account for 35% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Palouse Capital Management, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$123M
total across 67 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
35% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$GIS +48.7K sh · +$1.51M+$QCOM +12.9K sh · +$965K+$PYPL +10.5K sh · +$261K
Biggest trims (shares)
−$KEY −72K sh · −$1.54M−$CMCSA −33.4K sh · −$1M−$DVN −33.1K sh · −$251K
Exited to nil (held last quarter, gone now)
$TGT ($3.3M last qtr)$NEM ($3M last qtr)$ARE ($1.39M last qtr)$ADBE ($1.37M last qtr)$NKE ($1.31M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors9.0%—
- Packaged Foods & Meats6.4%—
- Technology Hardware, Storage & Peripherals5.7%—
- Systems Software4.7%—
- Oil & Gas Equipment & Services4.5%—
- Air Freight & Logistics3.2%—
- Interactive Media & Services3.1%—
- Regional Banks2.9%—
- Other holdings60.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 15.6K | $5.78M | +4.56K | 4.7% |
| $BKR | Baker Hughes Company | 89.4K | $5.46M | -5.99K | 4.4% |
| $TSN | Tyson Foods Inc | 76.2K | $4.88M | -3.06K | 4.0% |
| $NTAP | NetApp Inc | 39.9K | $4.08M | -1.63K | 3.3% |
| $TXN | Texas Instruments Incorporated | 20.9K | $4.07M | -899 | 3.3% |
| $UPS | United Parcel Service Inc | 39.8K | $3.91M | -782 | 3.2% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 13.6K | $3.9M | -741 | 3.2% |
| $QCOM | QUALCOMM Incorporated | 29.5K | $3.79M | +12.9K | 3.1% |
| $HBAN | Huntington Bancshares Incorporated | 230K | $3.59M | -12.6K | 2.9% |
| $DVN | Devon Energy Corporation | 70.2K | $3.53M | -33.1K | 2.9% |
…and 57 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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