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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 13 of 52  ·  1,034 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DGRW WISDOMTREE TR 17,718.0 $1.7M 0.05% NEW $95.62 +4.2%
242 BA BOEING CO Industrials 7,815.0 $1.7M 0.05% NEW $216.47 -3.0%
243 AXS AXIS CAP HLDGS LTD Financial Services 15,717.0 $1.7M 0.05% NEW $107.44 -7.8%
244 MCK MCKESSON CORP Healthcare 2,213.0 $1.7M 0.05% NEW $755.65 +17.8%
245 EXEL EXELIXIS INC Healthcare 30,721.0 $1.7M 0.05% NEW $54.41 +1.6%
246 ZM ZOOM COMMUNICATIONS INC Technology 19,168.0 $1.7M 0.05% NEW $86.31 +16.2%
247 DVN DEVON ENERGY CORP NEW Energy 40,004.0 $1.7M 0.05% NEW $41.32 +14.0%
248 CVS CVS HEALTH CORP Healthcare 15,805.0 $1.6M 0.05% NEW $103.45 -10.2%
249 ADI ANALOG DEVICES INC Technology 4,112.0 $1.6M 0.05% NEW $397.19 -5.7%
250 SDY SPDR SERIES TRUST 10,695.0 $1.6M 0.05% NEW $152.19 +3.5%
251 NOC NORTHROP GRUMMAN CORP Industrials 3,195.0 $1.6M 0.05% NEW $509.31 +7.0%
252 DGRO ISHARES TR 21,370.0 $1.6M 0.05% NEW $75.79 +4.6%
253 NYT NEW YORK TIMES CO MTN BE Communication Services 23,075.0 $1.6M 0.05% NEW $69.98 -2.7%
254 MTCH MATCH GROUP INC NEW Communication Services 42,346.0 $1.6M 0.05% NEW $38.05 +8.3%
255 IJK ISHARES TR 13,609.0 $1.6M 0.05% NEW $117.50 -1.6%
256 XLU SELECT SECTOR SPDR TR 35,082.0 $1.6M 0.05% NEW $45.34 -4.8%
257 IEFA ISHARES TR 16,316.0 $1.6M 0.05% NEW $96.58 +4.3%
258 CINF CINCINNATI FINL CORP Financial Services 8,443.0 $1.6M 0.05% NEW $185.13 -6.8%
259 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 9,265.0 $1.6M 0.05% NEW $168.53 -7.5%
260 IQVIA HLDGS INC 8,032.0 $1.6M 0.05% NEW $193.22
Page 13 of 52  ·  1,034 positions

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%