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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 36 of 52  ·  1,034 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 ALV AUTOLIV INC Consumer Cyclical 2,867.0 $333K 0.01% NEW $116.17 +5.8%
702 QTUM ETF SER SOLUTIONS 2,005.0 $332K 0.01% NEW $165.36 -8.7%
703 ECPG ENCORE CAP GROUP INC Financial Services 3,543.0 $331K 0.01% NEW $93.29 +9.3%
704 ALLY ALLY FINL INC Financial Services 7,155.0 $329K 0.01% NEW $45.95 -7.0%
705 WRBY WARBY PARKER INC Healthcare 10,816.0 $328K 0.01% NEW $30.34 -16.7%
706 ABCB AMERIS BANCORP Financial Services 3,623.0 $327K 0.01% NEW $90.26 -5.4%
707 AIT APPLIED INDL TECHNOLOGIES IN Industrials 966.0 $327K 0.01% NEW $338.15 +0.1%
708 FIRST SEACOAST BANCORP INC 19,286.0 $325K 0.01% NEW $16.86
709 ZS ZSCALER INC Technology 2,301.0 $325K 0.01% NEW $141.13 +32.7%
710 IRM IRON MTN INC DEL Real Estate 2,563.0 $324K 0.01% NEW $126.31 -2.9%
711 INSW INTERNATIONAL SEAWAYS INC Energy 4,226.0 $324K 0.01% NEW $76.59 +29.6%
712 HCA HCA HEALTHCARE INC Healthcare 830.0 $324K 0.01% NEW $389.95 +7.5%
713 PEB PEBBLEBROOK HOTEL TR Real Estate 16,620.0 $323K 0.01% NEW $19.41 -5.8%
714 CHRD CHORD ENERGY CORPORATION Energy 2,815.0 $322K 0.01% NEW $114.30 +27.7%
715 RBC RBC BEARINGS INC Industrials 497.0 $320K 0.01% NEW $644.06 -21.0%
716 WMB WILLIAMS COS INC Energy 4,302.0 $320K 0.01% NEW $74.34 -0.2%
717 MYRG MYR GROUP INC Industrials 639.0 $320K 0.01% NEW $500.40 -38.2%
718 ATI ATI INC Industrials 1,617.0 $319K 0.01% NEW $197.10 +8.8%
719 DY DYCOM INDS INC Industrials 628.0 $318K 0.01% NEW $505.59 -39.1%
720 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 4,910.0 $316K 0.01% NEW $64.45 -0.8%
Page 36 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%