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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 3 of 52  ·  1,034 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PG PROCTER & GAMBLE CO Consumer Defensive 100,064.0 $14.7M 0.45% NEW $146.64 -1.1%
42 JIVE J P MORGAN EXCHANGE TRADED F 153,994.0 $14.2M 0.44% NEW $91.95 +6.9%
43 BUFR FIRST TR EXCHNG TRADED FD VI 371,167.0 $13.6M 0.42% NEW $36.53 +2.2%
44 BAC BANK OF AMER CORP Financial Services 230,607.0 $13.1M 0.40% NEW $56.98 +9.2%
45 VCIT VANGUARD SCOTTSDALE FDS 154,295.0 $12.8M 0.39% NEW $82.65 -1.4%
46 FNDX SCHWAB STRATEGIC TR 408,034.0 $12.7M 0.39% NEW $31.10 +4.8%
47 IVW ISHARES TR 89,001.0 $12.2M 0.38% NEW $137.53 +0.8%
48 QQQ INVESCO QQQ TR Financial Services 16,380.0 $12.1M 0.37% NEW $736.41 -3.4%
49 PNC PNC FINL SVCS GROUP INC Financial Services 48,356.0 $11.9M 0.37% NEW $246.22 -0.6%
50 LLY ELI LILLY & CO Healthcare 9,795.0 $11.7M 0.36% NEW $1199.42 -0.8%
51 MRVL MARVELL TECHNOLOGY INC Technology 38,202.0 $11.4M 0.35% NEW $297.89 -17.7%
52 MU MICRON TECHNOLOGY INC Technology 9,634.0 $11.1M 0.34% NEW $1154.27 -18.7%
53 KO COCA COLA CO Consumer Defensive 136,451.0 $11.1M 0.34% NEW $81.27 +10.8%
54 DOV DOVER CORP Industrials 48,276.0 $10.8M 0.33% NEW $224.28 -8.7%
55 IEF ISHARES TR 113,260.0 $10.7M 0.33% NEW $94.57 -1.3%
56 VPU VANGUARD WORLD FD 53,620.0 $10.5M 0.32% NEW $195.73 -3.9%
57 EMR EMERSON ELEC CO Industrials 72,430.0 $10.4M 0.32% NEW $143.15 +10.6%
58 VOO VANGUARD INDEX FDS 14,907.0 $10.2M 0.32% NEW $686.80 +2.5%
59 AXSM AXSOME THERAPEUTICS INC. Healthcare 40,511.0 $9.9M 0.30% NEW $244.77 -15.4%
60 RSP INVESCO EXCHANGE TRADED FD T 44,879.0 $9.5M 0.29% NEW $212.77 +4.4%
Page 3 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%