You're signed outSign in or to get full access.
Palouse Capital Management, Inc.
Palouse Capital Management, Inc. is an SEC-registered investment adviser based in Spokane, Washington. Founded in 1994, the firm provides investment management services with a focus on institutional clients and high-net-worth individuals. With a longstanding presence in the Pacific Northwest, Palouse Capital Management offers a range of portfolio management strategies and reports managing over $300 million in assets as of 2025. The firm maintains a professional staff dedicated to long-term investment results and client service.
Investment Strategy
Palouse Capital Management, Inc. utilizes a disciplined, research-driven investment process to construct diversified portfolios for its clients. The firm actively manages equity and fixed income holdings across multiple sectors and asset classes, focusing on fundamental value analysis and risk management. Their approach blends quantitative screening with qualitative research to identify companies with attractive valuations, strong balance sheets, and sustainable earnings, targeting both consistent returns and capital preservation for institutional and individual investors.
Latest 13F Filing Activity
Palouse Capital Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 126 equity positions with a total 13F market value of $152M. The fund increased holdings in Unitedhealth Group Inc., Alexandria Real Estate Equities Inc., Oneok Inc. among other positions. Palouse Capital Management, Inc. reduced exposure to Keurig DR Pepper Inc., Air Products & Chemicals Inc., Kenvue Inc. among others.
Top Holdings
Equity Positions (126)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp | 3.80% | $5.8M | 11,572 | $149.74 | $497.41 | +$1.3M |
N NEM | Newmont Corporation | 3.42% | $5.2M | 89,105 | $49.89 | $58.26 | +$771.6K |
B BIL | SPDR Bloomberg 1-3 Month T-Bill | 3.14% | $4.8M | 51,837 | $91.69 | $91.73 | -$415.4K |
N NTAP | NetApp Inc | 3.05% | $4.6M | 43,351 | $64.61 | $106.55 | +$826.2K |
U UNH | UnitedHealth Group Inc | 2.81% | $4.3M | 13,679 | $308.03 | $311.97 | +$4.1M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Chief Investment Officer, Chief Executive Officer and Portfolio Manager | Ocean Park, WA , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more