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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 37 of 52  ·  1,034 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 HOMB HOME BANCSHARES INC Financial Services 11,065.0 $316K 0.01% NEW $28.55 +3.9%
722 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 4,087.0 $312K 0.01% NEW $76.40 +3.5%
723 PYPL PAYPAL HLDGS INC Financial Services 7,230.0 $312K 0.01% NEW $43.18 +42.4%
724 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 73,996.0 $312K 0.01% NEW $4.21 +0.7%
725 OGE OGE ENERGY CORP Utilities 6,371.0 $310K 0.01% NEW $48.66 -5.4%
726 DRS LEONARDO DRS INC Industrials 7,246.0 $309K 0.01% NEW $42.67 -8.8%
727 BLUE OWL CAPITAL CORPORATION 28,380.0 $308K 0.01% NEW $10.87
728 DAVE INC 827.0 $308K 0.01% NEW $372.59
729 KEY KEYCORP Financial Services 13,237.0 $305K 0.01% NEW $23.05 -4.5%
730 RSG REPUBLIC SVCS INC Industrials 1,431.0 $305K 0.01% NEW $213.08 +2.9%
731 JXN JACKSON FINANCIAL INC Financial Services 2,964.0 $303K 0.01% NEW $102.39 +30.4%
732 KDP KEURIG DR PEPPER INC Consumer Defensive 9,243.0 $303K 0.01% NEW $32.73 -2.6%
733 FROG JFROG LTD Technology 3,324.0 $302K 0.01% NEW $90.88 +14.5%
734 PKG PACKAGING CORP AMER Consumer Cyclical 1,267.0 $302K 0.01% NEW $238.28 +2.3%
735 WBD WARNER BROS DISCOVERY INC Communication Services 11,323.0 $302K 0.01% NEW $26.66 +8.3%
736 TTMI TTM TECHNOLOGIES INC Technology 1,609.0 $301K 0.01% NEW $187.02 -33.3%
737 URA GLOBAL X FDS 6,874.0 $300K 0.01% NEW $43.70 +10.7%
738 SLAB SILICON LABORATORIES INC Technology 1,369.0 $299K 0.01% NEW $218.56 +0.2%
739 ZTS ZOETIS INC Healthcare 4,142.0 $298K 0.01% NEW $71.86 +4.4%
740 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,575.0 $297K 0.01% NEW $188.34 -19.8%
Page 37 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%