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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 9 of 52  ·  1,034 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DSCO DOUBLELINE ETF TRUST 126,884.0 $3.2M 0.10% NEW $24.93 -0.6%
162 TER TERADYNE INC Technology 6,500.0 $3.1M 0.10% NEW $483.84 -25.0%
163 DFAC DIMENSIONAL ETF TRUST 70,503.0 $3.1M 0.10% NEW $44.36 +2.8%
164 MTZ MASTEC INC Industrials 7,511.0 $3.1M 0.10% NEW $416.06 -40.2%
165 FDX FEDEX CORP Industrials 9,961.0 $3.1M 0.10% NEW $313.12 +7.3%
166 DVY ISHARES TR 19,888.0 $3.1M 0.10% NEW $156.30 +5.5%
167 VEA VANGUARD TAX-MANAGED FDS 43,082.0 $3.1M 0.09% NEW $71.25 +3.1%
168 UPS UNITED PARCEL SVCS INC Industrials 28,468.0 $3.1M 0.09% NEW $107.50 -1.7%
169 IBM INTERNATIONAL BUSINESS MACHS Technology 10,865.0 $3.1M 0.09% NEW $281.21 -18.3%
170 KJAN INNOVATOR ETFS TRUST 66,380.0 $3.0M 0.09% NEW $45.63 +1.5%
171 PJAN INNOVATOR ETFS TRUST 60,816.0 $3.0M 0.09% NEW $49.49 +2.0%
172 GLW CORNING INC Technology 11,398.0 $2.9M 0.09% NEW $255.43 -40.2%
173 COF CAPITAL ONE FINL CORP Financial Services 14,319.0 $2.9M 0.09% NEW $200.62 +8.3%
174 RL RALPH LAUREN CORP Consumer Cyclical 7,152.0 $2.9M 0.09% NEW $401.41 -9.7%
175 VRSN VERISIGN INC Technology 11,295.0 $2.8M 0.09% NEW $251.56 +16.5%
176 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 27,597.0 $2.8M 0.09% NEW $101.88 +12.7%
177 ABNB AIRBNB INC Consumer Cyclical 19,643.0 $2.8M 0.09% NEW $143.10 +31.4%
178 UNH UNITEDHEALTH GROUP INC Healthcare 6,756.0 $2.8M 0.09% NEW $415.64 -3.5%
179 BIIB BIOGEN INC Healthcare 12,859.0 $2.8M 0.09% NEW $216.06 +2.3%
180 FORTINET INC 17,777.0 $2.7M 0.08% NEW $153.62
Page 9 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%