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| Happy Holidays!! thanks for using AUM13F!! |
| Palouse Capital Management Inc
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| CRD # | 104573 |
| SEC # | 801-46893 |
| CIK # | 0001056516 |
| AUM | $326.5 M (2025-03-31) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 509-624-5591 |
| Address | 1212 N Washington Street Spokane, WA 99201 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.8 | ||
| Newmont Mining Corp /DE/ | 5.2 | ||
| NetApp Inc | 4.6 | ||
| UnitedHealth Group Inc | 4.3 | ||
| Huntington Bancshares Inc/MD | 4.2 | ||
| BlackRock Inc | 4.1 | ||
| Tyson Foods Inc | 3.9 | ||
| Baker Hughes A GE Co | 3.8 | ||
| Lamar Advertising Co/New | 3.7 | ||
| Devon Energy Corp/DE | 3.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 598 | 166.6 |
| (b) Individuals (high net worth individuals) | 164 | 157.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 892 | 326.5 |
| By Discretionary | ||
| Discretionary | 335 | 182.0 |
| Non-Discretionary | 557 | 144.5 |
| Total | 892 | 326.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 326.5 | |
| Total | 892 | 326.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001056516] |
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