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Holders — by stockHoldings — by fund

Pallas Capital Advisors LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1862282

$3.25B

disclosed book value

1,034

positions

17.6%

largest position share

Positions, as of 2026-06-30

top 100 of 1,034 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1BRKRBRUKER CORP9.5M$570.7M17.6%
2GLPGLOBAL PARTNERS LP1.7M$80.7M2.5%
3JMBSJANUS DETROIT STR TR1.6M$73.7M2.3%
4NVDANVIDIA CORPORATION323,844$64.8M2%
5AAPLAPPLE INC216,473$62.6M1.9%
6MSFTMICROSOFT CORP160,335$59.8M1.8%
7AMZNAMAZON COM INC233,173$55.6M1.7%
8GOOGLALPHABET INC147,025$52.5M1.6%
9FNDFSCHWAB STRATEGIC TR809,830$42.7M1.3%
10DFIVDIMENSIONAL ETF TRUST730,191$39.4M1.2%
11FENIFIDELITY COVINGTON TRUST971,692$39.0M1.2%
12FBNDFIDELITY MERRIMACK STR TR853,855$38.8M1.2%
13AVGOBROADCOM INC102,089$38.6M1.2%
14DFAIDIMENSIONAL ETF TRUST919,539$37.9M1.2%
15JBNDJ P MORGAN EXCHANGE TRADED F669,152$35.8M1.1%
16JIREJ P MORGAN EXCHANGE TRADED F421,018$34.7M1.1%
17JPMJPMORGAN CHASE & CO94,790$31.0M1%
18CLOABLACKROCK ETF TRUST II548,355$28.5M0.9%
19SPYSTATE STR SPDR S&P 500 ETF T37,549$28.0M0.9%
20JEMAJ P MORGAN EXCHANGE TRADED F413,250$26.4M0.8%
21XSOEWISDOMTREE TR525,395$25.8M0.8%
22BINCBLACKROCK ETF TRUST II490,215$25.7M0.8%
23DFAEDIMENSIONAL ETF TRUST623,861$25.1M0.8%
24JHEMJOHN HANCOCK EXCHANGE TRADED619,445$24.9M0.8%
25GOOGALPHABET INC69,775$24.7M0.8%
26BRK/BBERKSHIRE HATHAWAY INC DEL49,086$24.6M0.8%
27FIXCOMFORT SYS USA INC12,126$24.0M0.7%
28SCMBSCHWAB STRATEGIC TR918,625$23.7M0.7%
29JAAAJANUS DETROIT STR TR451,101$22.8M0.7%
30IVVISHARES TR29,517$22.1M0.7%
31BBINJ P MORGAN EXCHANGE TRADED F278,932$21.8M0.7%
32JNJJOHNSON & JOHNSON75,730$19.2M0.6%
33USIGISHARES TR338,709$17.4M0.5%
34LINDE PLC32,447$16.8M0.5%
35TJXTJX COS INC NEW108,939$16.5M0.5%
36GSIEGOLDMAN SACHS ETF TR360,916$16.5M0.5%
37XLKSELECT SECTOR SPDR TR84,635$16.1M0.5%
38VVISA INC45,282$15.5M0.5%
39METAMETA PLATFORMS INC27,316$15.4M0.5%
40MMITNEW YORK LIFE INVTS ACTIVE E617,698$15.0M0.5%
41PGPROCTER & GAMBLE CO100,064$14.7M0.5%
42JIVEJ P MORGAN EXCHANGE TRADED F153,994$14.2M0.4%
43BUFRFIRST TR EXCHNG TRADED FD VI371,167$13.6M0.4%
44BACBANK OF AMER CORP230,607$13.1M0.4%
45VCITVANGUARD SCOTTSDALE FDS154,295$12.8M0.4%
46FNDXSCHWAB STRATEGIC TR408,034$12.7M0.4%
47IVWISHARES TR89,001$12.2M0.4%
48QQQINVESCO QQQ TR16,380$12.1M0.4%
49PNCPNC FINL SVCS GROUP INC48,356$11.9M0.4%
50LLYELI LILLY & CO9,795$11.7M0.4%
51MRVLMARVELL TECHNOLOGY INC38,202$11.4M0.4%
52MUMICRON TECHNOLOGY INC9,634$11.1M0.3%
53KOCOCA COLA CO136,451$11.1M0.3%
54DOVDOVER CORP48,276$10.8M0.3%
55IEFISHARES TR113,260$10.7M0.3%
56VPUVANGUARD WORLD FD53,620$10.5M0.3%
57EMREMERSON ELEC CO72,430$10.4M0.3%
58VOOVANGUARD INDEX FDS14,907$10.2M0.3%
59AXSMAXSOME THERAPEUTICS INC.40,511$9.9M0.3%
60RSPINVESCO EXCHANGE TRADED FD T44,879$9.5M0.3%
61COSTCOSTCO WHOLESALE CORPORATION10,198$9.5M0.3%
62EXMOCEXXON MOBIL CORP69,571$9.5M0.3%
63VSTVISTRA CORP59,534$9.4M0.3%
64SFLRINNOVATOR ETFS TRUST244,389$9.4M0.3%
65ABTABBOTT LABORATORIES101,794$9.2M0.3%
66NEW YORK LIFE INVTS ACTIVE E374,536$9.1M0.3%
67PHPARKER-HANNIFIN CORP9,239$9.0M0.3%
68VTRVENTAS INC96,841$8.6M0.3%
69VGTVANGUARD WORLD FD68,837$8.2M0.3%
70UBERUBER TECHNOLOGIES INC112,947$8.2M0.3%
71MRKMERCK & CO INC62,572$8.0M0.2%
72INNOVATOR ETFS TRUST257,923$8.0M0.2%
73PANWPALO ALTO NETWORKS INC23,020$7.9M0.2%
74BOXXEA SERIES TRUST66,525$7.8M0.2%
75JQUAJ P MORGAN EXCHANGE TRADED F105,382$7.6M0.2%
76INTCINTEL CORP54,482$7.6M0.2%
77LNGCHENIERE ENERGY INC31,791$7.6M0.2%
78USFRWISDOMTREE TR150,312$7.6M0.2%
79MAMASTERCARD INCORPORATED14,605$7.5M0.2%
80CRMSALESFORCE INC47,547$7.4M0.2%
81SPSMSPDR SERIES TRUST128,209$7.4M0.2%
82CGDVCAPITAL GROUP DIVIDEND VALUE144,298$7.1M0.2%
83PWRQUANTA SVCS INC9,499$6.8M0.2%
84TLTISHARES TR78,985$6.8M0.2%
85TRGPTARGA RES CORP24,933$6.7M0.2%
86VTVVANGUARD INDEX FDS30,398$6.6M0.2%
87ABBVABBVIE INC26,085$6.6M0.2%
88NEENEXTERA ENERGY INC74,553$6.5M0.2%
89RTXRTX CORPORATION34,481$6.5M0.2%
90EATON CORP PLC15,335$6.5M0.2%
91ORCLORACLE CORP43,888$6.4M0.2%
92SCHGSCHWAB STRATEGIC TR186,303$6.3M0.2%
93DTEDTE ENERGY CO40,962$6.2M0.2%
94GEGE AEROSPACE16,401$6.1M0.2%
95ROYALTY PHARMA PLC108,585$6.1M0.2%
96VTIVANGUARD INDEX FDS16,323$6.0M0.2%
97ORLYOREILLY AUTOMOTIVE INC65,479$6.0M0.2%
98VIGVANGUARD SPECIALIZED FUNDS25,123$5.9M0.2%
99SYKSTRYKER CORPORATION18,852$5.9M0.2%
100GWWWW GRAINGER INC4,297$5.8M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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