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⚲
|
| Palouse Capital Management Inc
✚
|
|
|---|---|
| CRD # | 104573 |
| SEC # | 801-46893 |
| CIK # | 0001056516 |
| AUM | $271.9 MM (2023-03-31) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 509-624-5591 |
| Address | 2026 N Washington St Spokane, WA 99205 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001056516 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Tyson Foods Inc | 30,955.9 | 4.6 | |
| Microsoft Corp | 1,918,222.4 | 4.3 | |
| Devon Energy Corp/DE | 39,243.6 | 4.3 | |
| Newmont Mining Corp /DE/ | 49,968.3 | 3.9 | |
| Pfizer Inc | 284,248.0 | 3.8 | |
| EOG Resources Inc | 69,295.8 | 3.6 | |
| Baker Hughes A GE Co | 29,606.2 | 3.5 | |
| Target Corp | 67,013.4 | 3.2 | |
| Invesco Ltd | 7,780.9 | 3.1 | |
| Broadcom Inc | 201,282.9 | 3.1 | |
| Citigroup Inc | 91,678.1 | 3.0 | |
| United Parcel Service Inc | 157,208.0 | 3.0 | |
| Johnson & Johnson | 465,600.2 | 2.9 | |
| Ericsson LM Telephone Co | 25,938.5 | 2.9 | |
| Upjohn Inc | 13,214.4 | 2.8 | |
| BlackRock Inc | 95,313.7 | 2.8 | |
| NetApp Inc | 14,518.9 | 2.8 | |
| Huntington Bancshares Inc/MD | 17,673.1 | 2.7 | |
| Cisco Systems Inc | 178,309.9 | 2.7 | |
| Lamar Advertising Co/New | 9,043.1 | 2.6 | |
| Air Products & Chemicals Inc /DE/ | 53,782.2 | 2.6 | |
| Interpublic Group of Companies Inc | 10,817.9 | 2.5 | |
| UnitedHealth Group Inc | 477,004.0 | 2.5 | |
| Medtronic Holdings Ltd | 118,520.9 | 2.5 | |
| NXP Semiconductors NV | 40,492.7 | 2.4 | |
| Apple Inc | 2,382,844.0 | 2.4 | |
| Corning Inc /NY | 27,449.9 | 2.3 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 344 | 180.3 |
| (b) Individuals (high net worth individuals) | 132 | 65.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 6.9 |
| (h) Charitable organizations | 0 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 9.8 |
| (n) Other | 0 | 0.0 |
| Total | 497 | 264.4 |
| By Discretionary | ||
| Discretionary | 497 | 264.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 497 | 264.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 264.4 | |
| Total | 497 | 264.4 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001056516] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cox Capital Management LLC
✚
|
MA | 0.3 |
|
IF Advisors LLC
✚
|
TX | 0.3 |
|
Moirai Wealth Management LLC
✚
|
CA | 0.3 |
|
TOS Advisors LLC
✚
|
TX | 0.3 |
|
TJT Capital Group LLC
✚
|
CT | 0.3 |
|
Bishop & Company Investment Management LLC
✚
|
PA | 0.3 |
|
ADE LLC
✚
|
MD | 0.3 |
|
Wealthpoint Advisors LLC
✚
|
IN | 0.3 |
|
Fonville Wealth Management LLC
✚
|
VA | 0.3 |
|
James Reed Financial Services Inc
✚
|
OH | 0.3 |