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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 24 of 52  ·  1,034 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 IXUS ISHARES TR 7,233.0 $690K 0.02% NEW $95.44 +2.9%
462 VMC VULCAN MATLS CO Basic Materials 2,337.0 $689K 0.02% NEW $295.01 -7.2%
463 AVB AVALONBAY CMNTYS INC Real Estate 3,653.0 $689K 0.02% NEW $188.71 -2.5%
464 MSCI MSCI INC Financial Services 1,230.0 $689K 0.02% NEW $560.26 +1.6%
465 MAA MID-AMER APT CMNTYS INC Real Estate 4,949.0 $688K 0.02% NEW $138.94 -7.3%
466 BC BRUNSWICK CORP Consumer Cyclical 8,161.0 $687K 0.02% NEW $84.24 -7.9%
467 FTRE FORTREA HLDGS INC Healthcare 39,499.0 $687K 0.02% NEW $17.40 +8.4%
468 PRU PRUDENTIAL FINL INC Financial Services 6,352.0 $686K 0.02% NEW $107.93 +11.5%
469 NWSA NEWS CORP NEW Communication Services 27,577.0 $685K 0.02% NEW $24.83 +25.6%
470 CTAS CINTAS CORP Industrials 4,019.0 $684K 0.02% NEW $170.07 +20.0%
471 APTIV PLC 11,097.0 $681K 0.02% NEW $61.38
472 YOU CLEAR SECURE INC Technology 12,222.0 $681K 0.02% NEW $55.73 -20.8%
473 DHI D R HORTON INC Consumer Cyclical 4,178.0 $681K 0.02% NEW $162.88 -10.8%
474 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,337.0 $679K 0.02% NEW $290.61 -9.9%
475 TEL TE CONNECTIVITY PLC Technology 3,363.0 $678K 0.02% NEW $201.59 +0.7%
476 PODD INSULET CORP Healthcare 4,443.0 $676K 0.02% NEW $152.25 -5.8%
477 UNP UNION PAC CORP Industrials 2,474.0 $673K 0.02% NEW $272.00 +13.1%
478 AN AUTONATION INC Consumer Cyclical 3,610.0 $671K 0.02% NEW $185.79 +7.0%
479 NSC NORFOLK SOUTHN CORP Industrials 2,123.0 $668K 0.02% NEW $314.60 +10.6%
480 WY WEYERHAEUSER CO Real Estate 27,857.0 $667K 0.02% NEW $23.94 -1.0%
Page 24 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%