BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 41 of 52  ·  1,034 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 R RYDER SYS INC Industrials 975.0 $257K 0.01% NEW $263.66 -5.9%
802 TD TORONTO DOMINION BK ONT Financial Services 2,113.0 $257K 0.01% NEW $121.43 -0.3%
803 GLPI GAMING & LEISURE P Real Estate 5,757.0 $256K 0.01% NEW $44.53 -5.0%
804 JKHY HENRY JACK & ASSOC INC Technology 1,859.0 $256K 0.01% NEW $137.74 +23.2%
805 SPYM SPDR SERIES TRUST 2,912.0 $256K 0.01% NEW $87.88 +3.3%
806 OUSTER INC 4,092.0 $256K 0.01% NEW $62.52
807 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 2,962.0 $255K 0.01% NEW $86.20 -5.1%
808 PHR PHREESIA INC Healthcare 24,747.0 $255K 0.01% NEW $10.29 +15.3%
809 GO GROCERY OUTLET HLDG CORP Consumer Defensive 25,492.0 $254K 0.01% NEW $9.98 +17.2%
810 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 12,753.0 $254K 0.01% NEW $19.89 +12.8%
811 GIII G III APPAREL GROUP LTD Consumer Cyclical 7,504.0 $253K 0.01% NEW $33.71 -1.1%
812 COKE COCA COLA CONS INC Consumer Defensive 1,324.0 $253K 0.01% NEW $190.92 +1.9%
813 ENS ENERSYS Industrials 1,081.0 $253K 0.01% NEW $233.82 -18.3%
814 IP INTERNATIONAL PAPER CO Consumer Cyclical 6,626.0 $252K 0.01% NEW $38.10 +4.7%
815 NFG NATIONAL FUEL GAS CO Energy 3,263.0 $252K 0.01% NEW $77.21 +7.3%
816 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 6,596.0 $252K 0.01% NEW $38.15 +4.5%
817 NUVB NUVATION BIO INC Healthcare 44,201.0 $251K 0.01% NEW $5.68 +23.1%
818 SPT SPROUT SOCIAL INC Technology 33,237.0 $251K 0.01% NEW $7.55 +46.2%
819 OKE ONEOK INC NEW Energy 2,882.0 $251K 0.01% NEW $86.94 +8.9%
820 VIS VANGUARD WORLD FD 695.0 $250K 0.01% NEW $360.40 -4.8%
Page 41 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%