$1.45 Billion is the total value of Palouse Capital Management, Inc.'s 80 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OZK | Exit | BANK OZK | $0 | – | -5,140 | -100.0% | -0.12% | – |
| SJNK | Exit | SPDR SER TRbloomberg sht te | $0 | – | -8,573 | -100.0% | -0.12% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -3,743 | -100.0% | -0.14% | – |
| PHM | Exit | PULTE GROUP INC | $0 | – | -17,694 | -100.0% | -0.38% | – |
| NVR | Exit | NVR INC | $0 | – | -257 | -100.0% | -0.58% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -10,757 | -100.0% | -1.38% | – |
| MET | Exit | METLIFE INC | $0 | – | -48,508 | -100.0% | -1.68% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-02-17
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 | 2024-05-15 |
| 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 |
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.