Pallas Capital Advisors Llc Portfolio Stock Holdings

Pallas Capital Advisors Llc disclosed 862 stock positions valued at approximately $2.7 billion in its latest SEC 13F filing. The largest holdings include BRUKER CORP, GLOBAL PARTNERS LP, and JANUS DETROIT STR TR. The filing reflects positions held as of March 31, 2026 and was filed on April 21, 2026.

Report Period
March 31, 2026
No. of Stocks
862
Portfolio Value
$2.7B
Holdings by Sector
Pallas Capital Advisors Llc Portfolio Holdings in Q1 2026

829 holdings in the latest reporting period.

Page 1 of 9
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
BRUKER CORPBRKRHealthcare12.88%9,481,821+1,156+0.01%$342,483,376
GLOBAL PARTNERS LPGLPEnergy2.74%1,727,873+99,900+6.14%$72,743,453
JANUS DETROIT STR TRJMBSOther2.61%1,533,817-113,478-6.89%$69,297,855
MICROSOFT CORPMSFTTechnology2.20%157,824+3,092+2.00%$58,421,855
APPLE INCAAPLTechnology1.90%198,681-37,853-16.00%$50,423,368
NVIDIA CORPORATIONNVDATechnology1.82%277,269-16,217-5.53%$48,355,764
AMAZON COM INCAMZNConsumer Cyclical1.77%225,530-12,705-5.33%$46,971,182
ALPHABET INCGOOGLCommunication Services1.51%139,800-12,347-8.12%$40,200,932
SCHWAB STRATEGIC TRFNDFOther1.42%769,625-84,468-9.89%$37,657,744
FIDELITY MERRIMACK STR TRFBNDOther1.38%804,597-70,994-8.11%$36,705,713
DIMENSIONAL ETF TRUSTDFIVOther1.37%689,853-73,218-9.60%$36,410,439
FIDELITY COVINGTON TRUSTFENIOther1.28%913,060-88,483-8.83%$33,965,826
J P MORGAN EXCHANGE TRADED FJBNDOther1.27%626,242-57,180-8.37%$33,673,035
DIMENSIONAL ETF TRUSTDFAIOther1.26%860,187-82,150-8.72%$33,512,882
BROADCOM INCAVGOTechnology1.15%99,130-7,021-6.61%$30,681,664
J P MORGAN EXCHANGE TRADED FJIREOther1.12%393,272-30,361-7.17%$29,786,428
JPMORGAN CHASE & COJPMFinancial Services1.00%90,593-4,961-5.19%$26,648,880
BLACKROCK ETF TRUST IICLOAOther1.00%512,982-46,836-8.37%$26,590,440
BLACKROCK ETF TRUST IIBINCOther0.91%465,796-41,267-8.14%$24,188,784
STATE STR SPDR S&P 500 ETF TSPYOther0.88%36,029-3,367-8.55%$23,430,974
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.84%46,839-2,952-5.93%$22,445,467
SCHWAB STRATEGIC TRSCMBOther0.81%845,235-48,909-5.47%$21,536,590
JANUS DETROIT STR TRJAAAOther0.80%422,489+412,854+4284.94%$21,280,778
J P MORGAN EXCHANGE TRADED FJEMAOther0.77%392,944-37,307-8.67%$20,444,866
JOHN HANCOCK EXCHANGE TRADEDJHEMOther0.75%578,446-53,805-8.51%$19,816,406
DIMENSIONAL ETF TRUSTDFAEOther0.75%584,856-56,067-8.75%$19,803,236
WISDOMTREE TRXSOEOther0.74%492,666-46,202-8.57%$19,755,920
ALPHABET INCGOOGCommunication Services0.74%68,609-2,747-3.85%$19,681,196
COMFORT SYS USA INCFIXIndustrials0.72%13,925-5,379-27.86%$19,202,969
J P MORGAN EXCHANGE TRADED FBBINOther0.72%260,154-229,198-46.84%$19,022,490
JOHNSON & JOHNSONJNJHealthcare0.70%75,774-6,587-8.00%$18,522,266
ISHARES TRIVVOther0.66%27,007-8,191-23.27%$17,641,113
LINDE PLCLINOther0.63%34,001-1,224-3.47%$16,856,333
ISHARES TRUSIGOther0.63%324,821-41,115-11.24%$16,640,567
TJX COS INC NEWTJXConsumer Cyclical0.62%103,511-8,099-7.26%$16,530,727
PROCTER & GAMBLE COPGConsumer Defensive0.54%99,162-691-0.69%$14,323,011
ISHARES TRSHYOther0.53%171,450+171,450+100.00%$14,156,627
NEW YORK LIFE INVTS ACTIVE EMMITOther0.53%582,715-44,030-7.03%$14,046,357
WISDOMTREE TRUSFROther0.52%277,181-40,304-12.69%$13,953,280
META PLATFORMS INCMETACommunication Services0.51%23,525-2,479-9.53%$13,459,509
EXXON MOBIL CORPXOMEnergy0.49%77,266-95,423-55.26%$13,108,949
VISA INCVFinancial Services0.48%41,827-2,766-6.20%$12,641,935
FIRST TR EXCHNG TRADED FD VIBUFROther0.47%370,653-24,103-6.11%$12,516,949
VANGUARD SCOTTSDALE FDSVCITOther0.45%143,071+143,071+100.00%$11,839,123
CHENIERE ENERGY INCLNGEnergy0.43%40,685-4,036-9.02%$11,544,798
SCHWAB STRATEGIC TRFNDXOther0.43%409,100+2+0.00%$11,393,429
SELECT SECTOR SPDR TRXLKOther0.43%85,103-3,195-3.62%$11,310,249
DOVER CORPDOVIndustrials0.42%53,636-5,081-8.65%$11,180,486
BANK AMERICA CORPBACFinancial Services0.41%221,487-12,378-5.29%$10,797,504
VANGUARD WORLD FDVPUOther0.39%52,466-4,180-7.38%$10,395,574
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.39%10,431+12+0.12%$10,393,732
ISHARES TRIEFOther0.39%108,429-11,277-9.42%$10,348,499
COCA COLA COKOConsumer Defensive0.38%133,605-7,610-5.39%$10,160,631
ISHARES TRIVWOther0.38%88,922-10,523-10.58%$10,057,994
PNC FINL SVCS GROUP INCPNCFinancial Services0.37%47,624-8,769-15.55%$9,910,029
EMERSON ELEC COEMRIndustrials0.34%69,398-4,189-5.69%$9,092,481
INVESCO QQQ TRQQQOther0.34%15,695-1,212-7.17%$9,058,867
ELI LILLY & COLLYHealthcare0.34%9,796-7,543-43.50%$9,010,354
PARKER-HANNIFIN CORPPHIndustrials0.34%10,002-764-7.10%$8,954,620
ABBOTT LABORATORIESABTHealthcare0.33%86,541-3,000-3.35%$8,885,201
VISTRA CORPVSTUtilities0.32%57,435-3,026-5.00%$8,634,278
INVESCO EXCHANGE TRADED FD TRSPOther0.32%44,265-3,711-7.74%$8,495,304
VANGUARD INDEX FDSVOOOther0.31%13,992-2,306-14.15%$8,360,988
NEW YORK LIFE INVTS ACTIVE EMMINOther0.31%352,415-23,276-6.20%$8,355,755
INNOVATOR ETFS TRUSTSFLROther0.31%235,419-20,436-7.99%$8,336,197
SALESFORCE INCCRMTechnology0.31%43,700+140+0.32%$8,157,418
MERCK & CO INCMRKHealthcare0.31%67,542-3,703-5.20%$8,124,575
VENTAS INCVTRReal Estate0.30%97,824-8,928-8.36%$8,000,029
UBER TECHNOLOGIES INCUBERTechnology0.27%98,978-8,583-7.98%$7,119,479
MASTERCARD INCORPORATEDMAFinancial Services0.26%14,086-975-6.47%$7,038,288
AXSOME THERAPEUTICS INC.AXSMHealthcare0.26%40,610-3,299-7.51%$6,863,903
NETFLIX INC.NFLXCommunication Services0.26%70,953+5,481+8.37%$6,822,163
MARVELL TECHNOLOGY INCMRVLTechnology0.26%68,651-9,186-11.80%$6,799,866
NEXTERA ENERGY INCNEEUtilities0.25%72,883-6,948-8.70%$6,769,357
DANAHER CORP DELDHRHealthcare0.25%34,936+457+1.33%$6,623,892
ISHARES TRTLTOther0.24%74,468-8,255-9.98%$6,455,650
J P MORGAN EXCHANGE TRADED FJQUAOther0.24%104,482-15,605-12.99%$6,406,817
TARGA RES CORPTRGPEnergy0.24%24,959-2,749-9.92%$6,257,853
OREILLY AUTOMOTIVE INCORLYConsumer Cyclical0.23%66,177-5,858-8.13%$6,108,761
STRYKER CORPORATIONSYKHealthcare0.23%18,559-598-3.12%$6,098,174
CAPITAL GROUP DIVIDEND VALUECGDVOther0.23%143,242-22,839-13.75%$6,093,533
VANGUARD WORLD FDVGTOther0.22%8,475+1,174+16.08%$5,913,131
RTX CORPORATIONRTXIndustrials0.22%30,644-2,755-8.25%$5,911,251
SPDR SERIES TRUSTSPSMOther0.22%122,134+36,469+42.57%$5,901,529
ORACLE CORPORCLTechnology0.22%39,889-2,489-5.87%$5,868,102
JACOBS SOLUTIONS INCJIndustrials0.22%46,000-3,459-6.99%$5,854,902
VANGUARD INDEX FDSVUGOther0.22%13,241+2,530+23.62%$5,783,501
CORTEVA INCCTVABasic Materials0.22%68,936-8,766-11.28%$5,770,641
BAKER HUGHES COMPANYBKREnergy0.22%94,189-8,174-7.99%$5,750,264
EA SERIES TRUSTBOXXOther0.22%49,252+29,902+154.53%$5,727,519
BRISTOL-MYERS SQUIBB COBMYHealthcare0.21%92,264-3,893-4.05%$5,595,812
VANGUARD INDEX FDSVTVOther0.21%28,381+4,382+18.26%$5,568,448
ABBVIE INCABBVHealthcare0.21%25,441-2,588-9.23%$5,533,131
EATON CORP PLCETNOther0.21%15,420-1,758-10.23%$5,515,253
VANGUARD SPECIALIZED FUNDSVIGOther0.20%24,994-3,179-11.28%$5,375,300
ARES MANAGEMENT CORPORATIONARESFinancial Services0.20%48,634+12,487+34.55%$5,305,938
QUANTA SVCS INCPWRIndustrials0.20%9,502-997-9.50%$5,216,586
WESTERN DIGITAL CORPWDCTechnology0.19%18,991-604-3.08%$5,136,968
INNOVATOR ETFS TRUSTZALTOther0.19%157,678-103,817-39.70%$5,118,218
GE AEROSPACEGEIndustrials0.19%17,797-1,791-9.14%$5,050,369