Palouse Capital Management, Inc.
- Regulatory AUM
- $409M
- Discretionary
- $174M
- Clients
- 887
- Avg AUM / client
- $461K
- Accounts
- 950
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Apr 24, 2026
Investments (13F portfolio — 124 positions, $160,382,588)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Netapp Inc | COM | $5,617,633 | 36,299 | 3.5% | 1.38% |
| 2 | Microsoft Corp | COM | $5,345,004 | 14,330 | 3.33% | 1.31% |
| 3 | Pimco Etf Tr | MULTISECTOR BD | $5,229,134 | 197,177 | 3.26% | 1.28% |
| 4 | Qualcomm Inc | COM | $4,906,175 | 26,550 | 3.06% | 1.2% |
| 5 | Unitedhealth Group Inc | COM | $4,743,793 | 11,414 | 2.96% | 1.16% |
| 6 | Baker Hughes Company | CL A | $4,550,945 | 81,999 | 2.84% | 1.11% |
| 7 | Medtronic Plc | SHS | $4,461,223 | 57,027 | 2.78% | 1.09% |
| 8 | Lamar Advertising Co | CL A | $4,120,367 | 26,416 | 2.57% | 1.01% |
| 9 | Citigroup Inc | COM NEW | $3,961,427 | 28,304 | 2.47% | 0.97% |
| 10 | United Parcel Svcs Inc | CL B | $3,935,576 | 36,610 | 2.45% | 0.96% |
| 11 | Spdr Series Trust | ST STR BLO 1 ETF | $3,926,866 | 42,851 | 2.45% | 0.96% |
| 12 | Tyson Foods Inc | CL A | $3,921,683 | 68,501 | 2.45% | 0.96% |
| 13 | Dell Technologies Inc | CL C | $3,915,068 | 9,074 | 2.44% | 0.96% |
| 14 | Texas Instrs Inc | COM | $3,794,431 | 12,730 | 2.37% | 0.93% |
| 15 | Smucker J M Co | COM NEW | $3,791,813 | 33,705 | 2.36% | 0.93% |
| 16 | Huntington Bancshares Inc | COM | $3,761,251 | 212,141 | 2.35% | 0.92% |
| 17 | Micron Technology Inc | COM | $3,616,391 | 3,133 | 2.25% | 0.89% |
| 18 | General Mills Inc | COM | $3,604,340 | 103,573 | 2.25% | 0.88% |
| 19 | Jacobs Solutions Inc | COM | $3,455,424 | 27,424 | 2.15% | 0.85% |
| 20 | Hewlett Packard Enterprise C | 7.625 MAND CONV | $3,421,107 | 29,579 | 2.13% | 0.84% |
| 21 | Hewlett Packard Enterprise C | COM | $3,252,928 | 72,111 | 2.03% | 0.8% |
| 22 | At&T Inc | COM | $3,214,917 | 155,310 | 2.0% | 0.79% |
| 23 | Vistra Corp | COM | $3,148,646 | 19,849 | 1.96% | 0.77% |
| 24 | Alphabet Inc | CAP STK CL A | $3,029,783 | 8,478 | 1.89% | 0.74% |
| 25 | Devon Energy Corp New | COM | $2,655,264 | 64,261 | 1.66% | 0.65% |
Top 25 of 124 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 837 | $268M | 65.7% |
| High net worth individuals | 40 | $130M | 31.9% |
| Corporations and other businesses | 10 | $10.1M | 2.48% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harman, Bryn, Douglas | Chief Executive Officer, Chief Investment Officer | Aug 2015 (11y) | Less than 5% | |
| Hicks, Christopher, Keil | President & Chief Compliance Officer | Dec 2022 (4y) | 75% or more | |
| Laurence Thomas Hanslits | Trustee | CFP | Dec 2023 (3y) | GP / trustee / elected manager of 2015 Hicks Family Trust (indirect) |
| Spencer Shelman | Registered representative | CFA | Sep 2015 (11y) | |
| John Harold Krehbiel | Registered representative | Jul 2024 (2y) | ||
| Jamie Lynne Low | Registered representative | Jun 2025 (1y) | ||
| Devin Matthew Paine | Registered representative | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 2015 Hicks Family Trust | Shareholder | Dec 2023 | A | 10% – 25% |
| The Hicks Family 2008 Trust | Shareholder | Dec 2023 | A | 10% – 25% |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Fidelity $235M (57% of AUM) Apr 2026
- National Financial Services (Fidelity) $162M (50% of AUM) Mar 2025
- Charles Schwab & Co. $60.0M (15% of AUM) Apr 2026
- Morgan Stanley $59.7M (15% of AUM) Apr 2026
- Fidelity Distributors Company Llc $55.5M (24% of AUM) May 2024
- Wells Fargo $28.0M (10% of AUM) Sep 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗