Palouse Capital Management, Inc. 13F 持仓 · 2026年Q2
Palouse Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 124 只证券，申报市值合计 1.60 亿美元。前几大持仓：NTAP（3.50%）、MSFT（3.33%）、PYLD（3.26%）。本季前 25 大持仓中：新建仓 3 只、增持 5 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NTAP | NETAPP INC | $5.6M | 3.50% | 36,299 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $5.3M | 3.33% | 14,330 | 减持 |
| 3 | PYLD | PIMCO ETF TR | $5.2M | 3.26% | 197,177 | 增持 |
| 4 | QCOM | QUALCOMM INC | $4.9M | 3.06% | 26,550 | 减持 |
| 5 | UNH | UNITEDHEALTH GROUP INC | $4.7M | 2.96% | 11,414 | 减持 |
| 6 | BKR | BAKER HUGHES COMPANY | $4.6M | 2.84% | 81,999 | 减持 |
| 7 | MDT | MEDTRONIC PLC | $4.5M | 2.78% | 57,027 | 增持 |
| 8 | LAMR | LAMAR ADVERTISING CO | $4.1M | 2.57% | 26,416 | 减持 |
| 9 | C | CITIGROUP INC | $4.0M | 2.47% | 28,304 | 减持 |
| 10 | BIL | SPDR SERIES TRUST | $3.9M | 2.45% | 42,851 | 减持 |
| 11 | TSN | TYSON FOODS INC | $3.9M | 2.45% | 68,501 | 减持 |
| 12 | UPS | UNITED PARCEL SVCS INC | $3.9M | 2.45% | 36,610 | 减持 |
| 13 | DELL | DELL TECHNOLOGIES INC | $3.9M | 2.44% | 9,074 | 减持 |
| 14 | TXN | TEXAS INSTRS INC | $3.8M | 2.37% | 12,730 | 减持 |
| 15 | SJM | SMUCKER J M CO | $3.8M | 2.36% | 33,705 | 新建仓 |
| 16 | HBAN | HUNTINGTON BANCSHARES INC | $3.8M | 2.35% | 212,141 | 减持 |
| 17 | GIS | GENERAL MILLS INC | $3.6M | 2.25% | 103,573 | 增持 |
| 18 | MU | MICRON TECHNOLOGY INC | $3.6M | 2.25% | 3,133 | 减持 |
| 19 | J | JACOBS SOLUTIONS INC | $3.5M | 2.15% | 27,424 | 增持 |
| 20 | HPEPRC | HEWLETT PACKARD ENTERPRISE C | $3.4M | 2.13% | 29,579 | 新建仓 |
| 21 | HPE | HEWLETT PACKARD ENTERPRISE C | $3.3M | 2.03% | 72,111 | 减持 |
| 22 | T | AT&T INC | $3.2M | 2.00% | 155,310 | 增持 |
| 23 | VST | VISTRA CORP | $3.1M | 1.96% | 19,849 | 新建仓 |
| 24 | GOOGL | ALPHABET INC | $3.0M | 1.89% | 8,478 | 减持 |
| 25 | DVN | DEVON ENERGY CORP NEW | $2.7M | 1.66% | 64,261 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR