$225 Million is the total value of Palouse Capital Management, Inc.'s 95 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KELYA | Exit | KELLY SVCS INCcl a | $0 | – | -8,471 | -100.0% | -0.09% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -1,987 | -100.0% | -0.09% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -2,719 | -100.0% | -0.09% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -65,578 | -100.0% | -1.30% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -23,519 | -100.0% | -1.36% | – |
| PPL | Exit | PPL CORP | $0 | – | -111,196 | -100.0% | -1.36% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -80,790 | -100.0% | -1.87% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FEDEX CORP | 42 | Q3 2023 | 2.2% |
| UNITEDHEALTH GROUP INC | 42 | Q3 2023 | 5.1% |
| ISHARES TR | 42 | Q3 2023 | 1.0% |
| CITIGROUP INC | 41 | Q3 2023 | 2.7% |
| CVS HEALTH CORP | 40 | Q3 2023 | 3.4% |
| SPDR S&P 500 ETF TR | 39 | Q3 2023 | 3.7% |
| AT&T INC | 38 | Q3 2023 | 2.6% |
| PRUDENTIAL FINL INC | 37 | Q2 2022 | 3.5% |
| VANGUARD SCOTTSDALE FDS | 37 | Q3 2023 | 3.7% |
| CISCO SYS INC | 36 | Q3 2023 | 2.6% |
View Palouse Capital Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-15 |
| 13F-HR/A | 2023-02-17 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-01-25 |
View Palouse Capital Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.