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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 38 of 52  ·  1,034 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 FITB FIFTH THIRD BANCORP Financial Services 5,246.0 $296K 0.01% NEW $56.37 -2.7%
742 POWL POWELL INDS INC Industrials 1,025.0 $294K 0.01% NEW $286.36 -32.8%
743 ACAD ACADIA PHARMACEUTICALS INC Healthcare 11,584.0 $293K 0.01% NEW $25.30 +17.5%
744 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 4,736.0 $293K 0.01% NEW $61.82 -8.1%
745 CSTM CONSTELLIUM SE Basic Materials 9,181.0 $293K 0.01% NEW $31.87 -14.0%
746 EMCS DBX ETF TR 6,201.0 $291K 0.01% NEW $46.91 -2.1%
747 QAI NEW YORK LIFE INVESTMENTS ET 7,921.0 $290K 0.01% NEW $36.60 -0.1%
748 UNILEVER PLC 4,805.0 $289K 0.01% NEW $60.12
749 NOBL PROSHARES TR 5,134.0 $288K 0.01% NEW $56.16 +3.8%
750 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 8,602.0 $287K 0.01% NEW $33.39 -21.4%
751 BCS BARCLAYS PLC Financial Services 10,651.0 $286K 0.01% NEW $26.86 +0.0%
752 ALL ALLSTATE CORP Financial Services 1,201.0 $286K 0.01% NEW $237.94 +8.3%
753 YETI YETI HLDGS INC Consumer Cyclical 5,766.0 $286K 0.01% NEW $49.56 -15.6%
754 NWL NEWELL BRANDS INC Consumer Defensive 46,465.0 $285K 0.01% NEW $6.14 -4.2%
755 PNR PENTAIR PLC Industrials 3,704.0 $284K 0.01% NEW $76.66 -19.0%
756 NVS NOVARTIS AG Healthcare 1,811.0 $284K 0.01% NEW $156.72 -1.3%
757 RPD RAPID7 INC Technology 34,999.0 $283K 0.01% NEW $8.10 +66.7%
758 GTES GATES INDL CORP PLC Industrials 10,109.0 $283K 0.01% NEW $27.97 -5.7%
759 WKC WORLD KINECT CORPORATION Energy 8,559.0 $282K 0.01% NEW $32.94 +8.8%
760 RELY REMITLY GLOBAL INC Technology 12,572.0 $282K 0.01% NEW $22.41 +16.0%
Page 38 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%