PALOUSE CAPITAL MANAGEMENT, INC.

Filed: 8/7/2025ACC: 0001056516-25-000006

📋 What this filing means

PALOUSE CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 128 equity positions with a total reported market value of $151.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

128

Positions

$151.60M

Total AUM (reported)

2.39M

Total Shares

Allocation by class

COM$96.67M63.8%

CL A$15.94M10.5%

COM NEW$5.98M3.9%

CL B$4.81M3.2%

BLOOMBERG 1-3 MO$4.76M3.1%

LG-TERM COR BD$3.78M2.5%

CAP STK CL A$3.05M2.0%

Portfolio Concentration

Top 3$15.70M10.4%

4–10$28.70M18.9%

11–25$45.42M30.0%

Rest$61.78M40.8%

Top 3 weight

10.4%

Top 10 weight

29.3%

Voting Authority Distribution

Total shares with voting rights: 2.39M

Sole

Full voting authority

1.95M

% of voting shares81.5%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

442.66K

% of voting shares18.5%

Investment Discretion (by position count)

Sole128

Shared0

Other0

Dominant voting typeSole · 81.5% of voting shares

Institutional Holdings128

Rows:

Microsoft Corp

SOLE

COM

Shares11.57K

TypeSH

Market value$5.76M

3.80%

Sole

9.64K

Shared

0.00

None

1.94K

Newmont Corporation

SOLE

COM

Shares89.11K

TypeSH

Market value$5.19M

3.42%

Sole

73.44K

Shared

0.00

None

15.66K

SPDR Bloomberg 1-3 Month T-Bill

SOLE

BLOOMBERG 1-3 MO

Shares51.84K

TypeSH

Market value$4.76M

3.14%

Sole

41.38K

Shared

0.00

None

10.46K

NetApp Inc

SOLE

COM

Shares43.35K

TypeSH

Market value$4.62M

3.05%

Sole

35.98K

Shared

0.00

None

7.37K

UnitedHealth Group Inc

SOLE

COM

Shares13.68K

TypeSH

Market value$4.27M

2.81%

Sole

11.39K

Shared

0.00

None

2.29K

Huntington Bancshares Inc

SOLE

COM

Shares251.89K

TypeSH

Market value$4.22M

2.78%

Sole

207.38K

Shared

0.00

None

44.52K

BlackRock Inc

SOLE

COM

Shares3.88K

TypeSH

Market value$4.07M

2.68%

Sole

3.23K

Shared

0.00

None

646.00

Tyson Foods Inc

SOLE

CL A

Shares69.69K

TypeSH

Market value$3.90M

2.57%

Sole

57.20K

Shared

0.00

None

12.48K

Baker Hughes Company

SOLE

CL A

Shares100.25K

TypeSH

Market value$3.84M

2.54%

Sole

82.85K

Shared

0.00

None

17.40K

Vanguard Long Term Corporate Bond Index ETF

SOLE

LG-TERM COR BD

Shares49.80K

TypeSH

Market value$3.78M

2.49%

Sole

37.71K

Shared

0.00

None

12.10K

Lamar Advertising Co A

SOLE

CL A

Shares30.73K

TypeSH

Market value$3.73M

2.46%

Sole

25.38K

Shared

0.00

None

5.36K

Devon Energy Corporation

SOLE

COM

Shares108.52K

TypeSH

Market value$3.45M

2.28%

Sole

90.09K

Shared

0.00

None

18.43K

Citigroup Inc

SOLE

COM NEW

Shares40.46K

TypeSH

Market value$3.44M

2.27%

Sole

33.90K

Shared

0.00

None

6.56K

Target Corporation

SOLE

COM

Shares34.76K

TypeSH

Market value$3.43M

2.26%

Sole

28.66K

Shared

0.00

None

6.10K

United Parcel Service Inc

SOLE

CL B

Shares32.59K

TypeSH

Market value$3.29M

2.17%

Sole

26.79K

Shared

0.00

None

5.80K

Walt Disney Co

SOLE

COM

Shares26.11K

TypeSH

Market value$3.24M

2.14%

Sole

23.95K

Shared

0.00

None

2.16K

Alphabet Inc Class A

SOLE

CAP STK CL A

Shares17.32K

TypeSH

Market value$3.05M

2.01%

Sole

15.82K

Shared

0.00

None

1.50K

Keycorp Inc

SOLE

COM

Shares167.91K

TypeSH

Market value$2.92M

1.93%

Sole

131.12K

Shared

0.00

None

36.79K

iShares Preferred & Income Securities ETF

SOLE

PFD AND INCM SEC

Shares91.17K

TypeSH

Market value$2.80M

1.84%

Sole

72.36K

Shared

0.00

None

18.81K

Qualcomm Incorporated

SOLE

COM

Shares17.07K

TypeSH

Market value$2.72M

1.79%

Sole

13.60K

Shared

0.00

None

3.47K

Boeing CO Dep Conv Pfd A 10/15/2027

SOLE

DEP CONV PFD A

Shares39.92K

TypeSH

Market value$2.71M

1.79%

Sole

31.70K

Shared

0.00

None

8.22K

Lockheed Martin Corp

SOLE

COM

Shares5.80K

TypeSH

Market value$2.69M

1.77%

Sole

4.54K

Shared

0.00

None

1.26K

Alexandria Real Estate Equities Inc

SOLE

COM

Shares36.75K

TypeSH

Market value$2.67M

1.76%

Sole

28.94K

Shared

0.00

None

7.82K

Medtronic PLC

SOLE

SHS

Shares30.45K

TypeSH

Market value$2.65M

1.75%

Sole

23.98K

Shared

0.00

None

6.47K

General Mills Inc

SOLE

COM

Shares50.54K

TypeSH

Market value$2.62M

1.73%

Sole

41.41K

Shared

0.00

None

9.13K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
Microsoft CorpSOLE	COM	11.57K	SH	$5.76M 3.80%	9.64K	1.94K
Newmont CorporationSOLE	COM	89.11K	SH	$5.19M 3.42%	73.44K	15.66K
SPDR Bloomberg 1-3 Month T-BillSOLE	BLOOMBERG 1-3 MO	51.84K	SH	$4.76M 3.14%	41.38K	10.46K
NetApp IncSOLE	COM	43.35K	SH	$4.62M 3.05%	35.98K	7.37K
UnitedHealth Group IncSOLE	COM	13.68K	SH	$4.27M 2.81%	11.39K	2.29K
Huntington Bancshares IncSOLE	COM	251.89K	SH	$4.22M 2.78%	207.38K	44.52K
BlackRock IncSOLE	COM	3.88K	SH	$4.07M 2.68%	3.23K	646.00
Tyson Foods IncSOLE	CL A	69.69K	SH	$3.90M 2.57%	57.20K	12.48K
Baker Hughes CompanySOLE	CL A	100.25K	SH	$3.84M 2.54%	82.85K	17.40K
Vanguard Long Term Corporate Bond Index ETFSOLE	LG-TERM COR BD	49.80K	SH	$3.78M 2.49%	37.71K	12.10K
Lamar Advertising Co ASOLE	CL A	30.73K	SH	$3.73M 2.46%	25.38K	5.36K
Devon Energy CorporationSOLE	COM	108.52K	SH	$3.45M 2.28%	90.09K	18.43K
Citigroup IncSOLE	COM NEW	40.46K	SH	$3.44M 2.27%	33.90K	6.56K
Target CorporationSOLE	COM	34.76K	SH	$3.43M 2.26%	28.66K	6.10K
United Parcel Service IncSOLE	CL B	32.59K	SH	$3.29M 2.17%	26.79K	5.80K
Walt Disney CoSOLE	COM	26.11K	SH	$3.24M 2.14%	23.95K	2.16K
Alphabet Inc Class ASOLE	CAP STK CL A	17.32K	SH	$3.05M 2.01%	15.82K	1.50K
Keycorp IncSOLE	COM	167.91K	SH	$2.92M 1.93%	131.12K	36.79K
iShares Preferred & Income Securities ETFSOLE	PFD AND INCM SEC	91.17K	SH	$2.80M 1.84%	72.36K	18.81K
Qualcomm IncorporatedSOLE	COM	17.07K	SH	$2.72M 1.79%	13.60K	3.47K
Boeing CO Dep Conv Pfd A 10/15/2027SOLE	DEP CONV PFD A	39.92K	SH	$2.71M 1.79%	31.70K	8.22K
Lockheed Martin CorpSOLE	COM	5.80K	SH	$2.69M 1.77%	4.54K	1.26K
Alexandria Real Estate Equities IncSOLE	COM	36.75K	SH	$2.67M 1.76%	28.94K	7.82K
Medtronic PLCSOLE	SHS	30.45K	SH	$2.65M 1.75%	23.98K	6.47K
General Mills IncSOLE	COM	50.54K	SH	$2.62M 1.73%	41.41K	9.13K

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