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Portfolio (Quarterly) Guide ↗

Pallas Capital Advisors LLC

· CIK 0001862282
13F Portfolio $3.2B AUM 1,034 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1034 New
Page 12 of 52  ·  1,034 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 JBI JANUS INTERNATIONAL GROUP IN Industrials 350,383.0 $1.9M 0.06% NEW — $5.55 -25.8%
222 SNOW SNOWFLAKE INC Technology 7,479.0 $1.9M 0.06% NEW — $254.51 +31.2%
223 CME CME GROUP INC Financial Services 8,611.0 $1.9M 0.06% NEW — $220.83 +21.8%
224 AME AMETEK INC Industrials 7,778.0 $1.9M 0.06% NEW — $241.95 +2.4%
225 DELL DELL TECHNOLOGIES INC Technology 4,343.0 $1.9M 0.06% NEW — $431.46 +24.2%
226 TXG 10X GENOMICS INC Healthcare 48,640.0 $1.9M 0.06% NEW — $38.34 +119.4%
227 ACYN FIRST TR EXCHANGE-TRADED FD — 89,457.0 $1.9M 0.06% NEW — $20.79 +0.3%
228 IWR ISHARES TR — 16,839.0 $1.9M 0.06% NEW — $110.32 -2.1%
229 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 144,258.0 $1.8M 0.06% NEW — $12.80 -14.5%
230 PSX PHILLIPS 66 Energy 10,903.0 $1.8M 0.06% NEW — $169.04 +51.4%
231 BLK BLACKROCK INC Financial Services 1,896.0 $1.8M 0.06% NEW — $961.35 +11.7%
232 PFE PFIZER INC Healthcare 75,558.0 $1.8M 0.06% NEW — $24.08 +18.0%
233 GL GLOBE LIFE INC Financial Services 10,078.0 $1.8M 0.06% NEW — $178.68 -6.4%
234 KLAC KLA CORP Technology 5,964.0 $1.8M 0.06% NEW — $301.71 -38.0%
235 ES EVERSOURCE ENERGY Utilities 24,306.0 $1.8M 0.05% NEW — $72.27 -11.7%
236 AMGN AMGEN INC Healthcare 4,792.0 $1.7M 0.05% NEW — $362.09 +12.1%
237 SRLN SSGA ACTIVE ETF TR — 42,880.0 $1.7M 0.05% NEW — $40.29 +0.5%
238 A AGILENT TECHNOLOGIES INC Healthcare 12,937.0 $1.7M 0.05% NEW — $132.83 +30.1%
239 CRS CARPENTER TECHNOLOGY CORP Industrials 2,764.0 $1.7M 0.05% NEW — $616.84 -35.0%
240 CIEN CIENA CORP Technology 3,461.0 $1.7M 0.05% NEW — $490.56 -26.9%
Page 12 of 52  ·  1,034 positions

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 33.7%
Technology 19.7%
Financial Services 10.9%
Industrials 9.3%
Consumer Cyclical 7.1%
Energy 6.5%
Communication Services 4.3%
Consumer Defensive 3.0%
Utilities 2.1%
Basic Materials 1.8%