Fund Universe

Palouse Capital Management, Inc.

CIK 0001056516 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.080
AUM ($M)
160
Positions
124
Turnover
0.19
Top-10 wt
29%
Herfindahl
0.020
History (qtrs)
6
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 146 positions · portfolio value $160M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
NTAP funds › NETAPP INC TRIM 3.5% +0.8% 5.6 36,299 -3,556 5
MSFT funds › MICROSOFT CORP TRIM 3.3% -0.5% 5.3 14,330 -1,292 5
PYLD funds › PIMCO ETF TR ADD 3.3% +0.5% 5.2 197,177 +36,588 4
QCOM funds › QUALCOMM INC TRIM 3.1% +0.5% 4.9 26,550 -2,917 5
UNH funds › UNITEDHEALTH GROUP INC TRIM 3.0% +0.7% 4.7 11,414 -1,161 5
BKR funds › BAKER HUGHES COMPANY TRIM 2.8% -0.8% 4.6 81,999 -7,442 5
MDT funds › MEDTRONIC PLC ADD 2.8% +1.2% 4.5 57,027 +29,275 5
LAMR funds › LAMAR ADVERTISING CO TRIM 2.6% +0.2% 4.1 26,416 -2,404 5
C funds › CITIGROUP INC TRIM 2.5% +0.2% 4.0 28,304 -2,622 5
UPS funds › UNITED PARCEL SVCS INC TRIM 2.5% -0.1% 3.9 36,610 -3,179 5
BIL funds › SPDR SERIES TRUST TRIM 2.4% -0.3% 3.9 42,851 -1,899 5
TSN funds › TYSON FOODS INC TRIM 2.4% -0.8% 3.9 68,501 -7,703 5
DELL funds › DELL TECHNOLOGIES INC TRIM 2.4% +0.5% 3.9 9,074 -8,888 2
TXN funds › TEXAS INSTRS INC TRIM 2.4% -0.3% 3.8 12,730 -8,213 3
SJM funds › SMUCKER J M CO NEW 2.4% +2.4% 3.8 33,705 +33,705 1
HBAN funds › HUNTINGTON BANCSHARES INC TRIM 2.3% -0.0% 3.8 212,141 -17,453 5
MU funds › MICRON TECHNOLOGY INC TRIM 2.3% +0.1% 3.6 3,133 -6,395 5
GIS funds › GENERAL MILLS INC ADD 2.2% +0.2% 3.6 103,573 +21,946 5
J funds › JACOBS SOLUTIONS INC ADD 2.2% +0.7% 3.5 27,424 +9,558 2
HPEPRC funds › HEWLETT PACKARD ENTERPRISE C NEW 2.1% +2.1% 3.4 29,579 +29,579 1
HPE funds › HEWLETT PACKARD ENTERPRISE C TRIM 2.0% +0.6% 3.3 72,111 -15,493 2
T funds › AT&T INC ADD 2.0% +0.8% 3.2 155,310 +92,443 5
VST funds › VISTRA CORP NEW 2.0% +2.0% 3.1 19,849 +19,849 1
GOOGL funds › ALPHABET INC TRIM 1.9% -0.7% 3.0 8,478 -5,097 5
DVN funds › DEVON ENERGY CORP NEW TRIM 1.7% -0.7% 2.7 64,261 -5,974 5
OKE funds › ONEOK INC NEW TRIM 1.5% -0.2% 2.4 27,720 -1,062 5
PFF funds › ISHARES TR TRIM 1.5% -0.1% 2.3 76,377 -1,119 5
BAPRA funds › BOEING CO TRIM 1.4% -0.1% 2.3 34,328 -1,097 5
MRSH funds › MARSH & MCLENNAN COS INC TRIM 1.4% -0.2% 2.3 13,706 -160 4
SNY funds › SANOFI SA TRIM 1.4% -0.3% 2.2 52,316 -2,058 2
PFE funds › PFIZER INC TRIM 1.4% -0.4% 2.2 92,603 -6,465 5
AMT funds › AMERICAN TOWER CORP TRIM 1.4% -0.2% 2.2 13,282 -602 2
DIS funds › DISNEY WALT CO ADD 1.3% +0.1% 2.1 22,152 +3,084 5
EG funds › EVEREST GROUP LTD ADD 1.3% +0.1% 2.0 5,638 +298 4
GOOGM funds › ALPHABET INC NEW 1.3% +1.3% 2.0 39,501 +39,501 1
BDX funds › BECTON DICKINSON & CO ADD 1.3% +0.2% 2.0 13,283 +3,393 5
KEY funds › KEYCORP TRIM 1.2% +0.0% 1.9 84,385 -4,958 5
ORCLPRD funds › ORACLE CORP TRIM 1.2% -0.1% 1.9 42,732 -534 2
AMLP funds › ALPS ETF TR TRIM ETP 1.1% -0.1% 1.8 35,175 -417 5
META funds › META PLATFORMS INC ADD 1.1% -0.1% 1.8 3,157 +48 5
ELV funds › ELEVANCE HEALTH INC FORMERLY TRIM 1.1% +0.0% 1.8 4,579 -914 5
VZ funds › VERIZON COMMUNICATIONS INC TRIM 1.1% -0.8% 1.7 41,028 -14,307 4
REGN funds › REGENERON PHARMACEUTICALS ADD 1.0% -0.2% 1.5 2,479 +145 5
CVS funds › CVS HEALTH CORP TRIM 0.9% +0.2% 1.5 14,687 -259 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.9% +0.1% 1.5 2,030 -17 5
NVDA funds › NVIDIA CORPORATION TRIM 0.9% -0.1% 1.5 7,298 -1,348 5
AMZN funds › AMAZON COM INC TRIM 0.9% -0.1% 1.4 6,011 -1,124 5
APTV funds › APTIV PLC ADD 0.9% +0.1% 1.4 22,462 +5,595 5
HON funds › HONEYWELL INTL INC NEW 0.7% +0.7% 1.2 5,354 +5,354 1
HONA funds › HONEYWELL AEROSPACE INC NEW 0.7% +0.7% 1.2 5,342 +5,342 1
NOW funds › SERVICENOW INC NEW 0.7% +0.7% 1.2 11,631 +11,631 1
PYPL funds › PAYPAL HLDGS INC TRIM 0.6% -0.2% 1.0 22,415 -4,357 5
EWBC funds › EAST WEST BANCORP INC TRIM 0.6% -0.8% 0.9 7,204 -12,019 5
LRCX funds › LAM RESEARCH CORP TRIM 0.5% +0.2% 0.8 1,830 -500 5
CSCO funds › CISCO SYS INC TRIM 0.4% -1.3% 0.7 6,053 -27,697 5
AAPL funds › APPLE INC TRIM 0.4% -0.0% 0.6 2,100 -318 5
PPG funds › PPG INDS INC TRIM 0.3% -0.0% 0.5 4,265 -743 5
VCIT funds › VANGUARD SCOTTSDALE FDS TRIM 0.3% -0.1% 0.5 6,252 -797 5
VRP funds › INVESCO EXCH TRADED FD TR II ADD 0.3% +0.0% 0.4 18,099 +1,604 5
UCTT funds › ULTRA CLEAN HLDGS INC TRIM 0.2% -0.0% 0.4 2,572 -3,706 5
SCHX funds › SCHWAB STRATEGIC TR TRIM 0.2% +0.0% 0.3 11,732 -923 5
IVW funds › ISHARES TR HOLD 0.2% +0.0% 0.3 2,480 +0 5
ACMR funds › ACM RESH INC TRIM Common Stock 0.2% +0.1% 0.3 2,210 -1,008 5
SCHD funds › SCHWAB STRATEGIC TR ADD 0.2% +0.1% 0.3 8,738 +5,062 5
LQD funds › ISHARES TR TRIM 0.2% -0.1% 0.3 2,386 -959 5
ENS funds › ENERSYS TRIM 0.2% +0.0% 0.3 1,108 -42 5
PLAB funds › PHOTRONICS INC ADD 0.1% +0.0% 0.2 6,683 +1,684 5
AX funds › AXOS FINANCIAL INC HOLD 0.1% +0.0% 0.2 2,158 +0 5
PFGC funds › PERFORMANCE FOOD GROUP CO TRIM 0.1% +0.0% 0.2 1,862 -90 5
BRC funds › BRADY CORP HOLD 0.1% +0.0% 0.2 2,202 +0 5
AKAM funds › AKAMAI TECHNOLOGIES INC TRIM 0.1% -1.9% 0.2 1,613 -24,981 5
CVBF funds › CVB FINL CORP HOLD 0.1% +0.0% 0.2 7,996 +0 2
CCK funds › CROWN HLDGS INC HOLD 0.1% +0.0% 0.2 1,481 +0 2
THRM funds › GENTHERM INC ADD 0.1% +0.0% 0.2 4,822 +600 5
MGRC funds › MCGRATH RENTCORP HOLD 0.1% +0.0% 0.2 1,356 +0 3
ZETA funds › ZETA GLOBAL HOLDINGS CORP TRIM 0.1% +0.0% 0.2 8,222 -414 5
MTH funds › MERITAGE HOMES CORP TRIM 0.1% +0.0% 0.2 1,872 -74 5
MGPI funds › MGP INGREDIENTS INC NEW ADD 0.1% +0.1% 0.2 8,805 +5,739 5
LMB funds › LIMBACH HLDGS INC NEW 0.1% +0.1% 0.2 1,995 +1,995 1
JNK funds › SPDR SERIES TRUST NEW 0.1% +0.1% 0.2 1,576 +1,576 1
VCSH funds › VANGUARD SCOTTSDALE FDS ADD 0.1% -0.0% 0.2 1,912 +99 5
SCHA funds › SCHWAB STRATEGIC TR TRIM 0.1% -0.0% 0.1 4,112 -2,593 5
SCHM funds › SCHWAB STRATEGIC TR ADD 0.1% +0.0% 0.1 3,952 +1,845 5
IWD funds › ISHARES TR HOLD 0.1% +0.0% 0.1 577 +0 5
INCY funds › INCYTE CORP HOLD 0.1% +0.0% 0.1 1,223 +0 5
PSN funds › PARSONS CORP DEL HOLD 0.1% -0.0% 0.1 2,589 +0 2
CXT funds › CRANE NXT CO TRIM 0.1% +0.0% 0.1 2,650 -441 2
OC funds › OWENS CORNING NEW TRIM 0.1% +0.0% 0.1 818 -74 5
MHK funds › MOHAWK INDS INC HOLD 0.1% +0.0% 0.1 1,019 +0 5
UPBD funds › UPBOUND GROUP INC ADD 0.1% +0.0% 0.1 5,807 +500 5
DOC funds › HEALTHPEAK PROPERTIES INC HOLD 0.1% +0.0% 0.1 5,383 +0 5
ITRI funds › ITRON INC TRIM 0.1% -0.0% 0.1 1,319 -194 2
ABM funds › ABM INDS INC HOLD Common Stock 0.1% +0.0% 0.1 2,524 +0 5
GMED funds › GLOBUS MED INC HOLD 0.1% -0.0% 0.1 1,383 +0 5
BOOM funds › DMC GLOBAL INC ADD 0.1% +0.0% 0.1 18,639 +10,931 5
WAL funds › WESTERN ALLIANCE BANCORP HOLD 0.1% +0.0% 0.1 1,261 +0 5
CUSIP:108621103 funds › BRIDGEWATER BANCSHARES INC HOLD 0.1% +0.0% 0.1 4,814 +0 4
SCHG funds › SCHWAB STRATEGIC TR TRIM 0.1% -0.1% 0.1 2,991 -3,477 5
MMSI funds › MERIT MED SYS INC HOLD 0.1% -0.0% 0.1 1,315 +0 5
NJR funds › NEW JERSEY RES CORP HOLD 0.1% -0.0% 0.1 1,618 +0 5
MPB funds › MID PENN BANCORP INC HOLD 0.1% +0.0% 0.1 2,584 +0 5
NWN funds › NORTHWEST NAT HLDG CO HOLD 0.1% -0.0% 0.1 1,762 +0 5
AMKR funds › AMKOR TECHNOLOGY INC TRIM 0.1% +0.0% 0.1 949 -40 5
DAR funds › DARLING INGREDIENTS INC ADD 0.0% -0.0% 0.1 1,418 +150 5
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.0% -0.8% 0.1 127 -5,917 5
APLE funds › APPLE HOSPITALITY REIT INC ADD 0.0% +0.0% 0.1 4,304 +750 5
CSV funds › CARRIAGE SVCS INC TRIM 0.0% -0.0% 0.1 1,649 -115 5
PEP funds › PEPSICO INC HOLD 0.0% -0.0% 0.1 400 +0 5
CMCO funds › COLUMBUS MCKINNON CORP N Y ADD 0.0% +0.0% 0.0 3,097 +240 5
XLP funds › SELECT SECTOR SPDR TR HOLD 0.0% -0.0% 0.0 548 +0 5
IJK funds › ISHARES TR HOLD 0.0% +0.0% 0.0 368 +0 5
IJT funds › ISHARES TR HOLD 0.0% +0.0% 0.0 232 +0 5
SDY funds › SPDR SERIES TRUST TRIM 0.0% -0.0% 0.0 256 -1 5
IJJ funds › ISHARES TR HOLD 0.0% +0.0% 0.0 244 +0 5
IJS funds › ISHARES TR HOLD 0.0% +0.0% 0.0 244 +0 5
DFH funds › DREAM FINDERS HOMES INC TRIM 0.0% -0.0% 0.0 1,642 -1,007 5
TSLA funds › TESLA INC HOLD 0.0% +0.0% 0.0 50 +0 5
BA funds › BOEING CO HOLD 0.0% +0.0% 0.0 75 +0 5
WYNN funds › WYNN RESORTS LTD HOLD 0.0% -0.0% 0.0 100 +0 5
SJNK funds › SPDR SERIES TRUST TRIM 0.0% -0.0% 0.0 367 -606 5
BROS funds › DUTCH BROS INC HOLD 0.0% +0.0% 0.0 100 +0 5
PGX funds › INVESCO EXCH TRADED FD TR II TRIM 0.0% -0.0% 0.0 639 -4,461 5
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 0.0% +0.0% 0.0 40 +40 1
PNFP funds › PINNACLE FINL PARTNERS INC NEW 0.0% +0.0% 0.0 14 +14 1
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -1.4% 0.0 0 -9,438 0
HPQ funds › HP INC EXIT 0.0% -0.0% 0.0 0 -1,942 0
TMO funds › THERMO FISHER SCIENTIFIC INC EXIT 0.0% -0.2% 0.0 0 -481 0
PGF funds › INVESCO EXCHANGE TRADED FD T EXIT 0.0% -0.0% 0.0 0 -2,588 0
KHC funds › KRAFT HEINZ CO EXIT 0.0% -0.6% 0.0 0 -43,302 0
FISV funds › FISERV INC EXIT 0.0% -0.8% 0.0 0 -21,170 0
CUSIP:174610601 funds › HEWLETT PACKARD ENTERPRISE C EXIT 0.0% -1.3% 0.0 0 -30,453 0
WAT funds › WATERS CORP EXIT 0.0% -0.3% 0.0 0 -1,282 0
NSIT funds › INSIGHT ENTERPRISES INC EXIT 0.0% -0.0% 0.0 0 -1,086 0
SBUX funds › STARBUCKS CORP EXIT 0.0% -1.3% 0.0 0 -22,481 0
CMCSA funds › COMCAST CORP NEW EXIT 0.0% -0.0% 0.0 0 -1,350 0
IWB funds › ISHARES TR EXIT 0.0% -0.0% 0.0 0 -22 0
XLF funds › SELECT SECTOR SPDR TR EXIT 0.0% -0.0% 0.0 0 -75 0
SCHZ funds › SCHWAB STRATEGIC TR EXIT 0.0% -0.0% 0.0 0 -264 0
YUMC funds › YUM CHINA HLDGS INC EXIT 0.0% -0.1% 0.0 0 -2,577 0
CUSIP:78464A417 funds › SPDR SERIES TRUST EXIT 0.0% -0.1% 0.0 0 -1,201 0
LMT funds › LOCKHEED MARTIN CORP EXIT 0.0% -0.0% 0.0 0 -110 0
MEI funds › METHODE ELECTRS INC EXIT 0.0% -0.0% 0.0 0 -1 0
CNOB funds › CONNECTONE BANCORP INC EXIT 0.0% -0.0% 0.0 0 -1 0
IVE funds › ISHARES TR EXIT 0.0% -0.0% 0.0 0 -259 0
APOG funds › APOGEE ENTERPRISES INC EXIT 0.0% -0.0% 0.0 0 -1 0
COHU funds › COHU INC EXIT 0.0% -0.0% 0.0 0 -1,339 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 160 124 0.19 29% 0.020 0.080 in
2026Q1 151 135 0.19 29% 0.019 0.082 in
2025Q4 156 162 0.10 29% 0.019 0.140 in
2025Q3 157 134 0.13 29% 0.019 0.114 in
2025Q2 152 128 0.17 29% 0.019 0.098 entered
2025Q1 147 136 0.00 29% 0.019 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status