Arkolith/Funds/Pallas Capital Advisors LLC

Pallas Capital Advisors LLC

CIK 1862282
Holdings as of Mar 31, 2026·disclosed Apr 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Pallas Capital Advisors LLC holds a diversified book of 862 stocks worth $2.7B as of Q1 2026 (disclosed Apr 21, 2026, a ~45-day 13F lag). This quarter they opened Ishares 1-3 Year Treasury Bo and trimmed Janus Henderson Mortg Backed. Their largest long position is Bruker Corp at 13% of the equity book.

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Use Arkolith to show Pallas Capital Advisors LLC's latest
holdings, largest changes, and filing provenance.
Opened
110
new positions
Added to
209
existing
Trimmed
513
reduced
Sold out
122
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
30%
Top 20 holdings
41%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

65% mapped to company sectors

ETF / fund or unclassified
35%
Health Care
18%
Information Technology
16%
Financials
7%
Industrials
7%
Consumer Discretionary
5%
Energy
4%
Materials
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

862 positions
#SecurityValueShares% PortLast moveHistory
1Bruker Corp
COM
$342.5M9.48M
12.9%
~0%
Added · +1K sh
2Global Partners LP
COM UNITS
$72.7M1.73M
2.7%
+6.1%
Added · +100K sh
3Janus Detroit STR TR
HENDERSON MTG
$69.3M1.53M
2.6%
−6.9%
Reduced · −113K sh
4Microsoft Corp
COM
$58.4M157.8K
2.2%
+2.0%
Added · +3K sh
5Apple Inc
COM
$50.4M198.7K
1.9%
−16%
Reduced · −38K sh
6Nvidia Corporation
COM
$48.4M277.3K
1.8%
−5.5%
Reduced · −16K sh
7Amazon Com Inc
COM
$47.0M225.5K
1.8%
−5.3%
Reduced · −13K sh
8Alphabet Inc
CAP STK CL A
$40.2M139.8K
1.5%
−8.1%
Reduced · −12K sh
9Schwab Strategic TR
FUNDAMENTAL INTL
$37.7M769.6K
1.4%
−9.9%
Reduced · −84K sh
10Fidelity Merrimack STR TR
TOTAL BD ETF
$36.7M804.6K
1.4%
−8.1%
Reduced · −71K sh
11Dimensional ETF Trust
INTERNATNAL VAL
$36.4M689.9K
1.4%
−9.6%
Reduced · −73K sh
12Fidelity Covington Trust
ENHANCED INTL
$34.0M913.1K
1.3%
−8.8%
Reduced · −88K sh
13J P Morgan Exchange Traded F
ACTIVE BOND ETF
$33.7M626.2K
1.3%
−8.4%
Reduced · −57K sh
14Dimensional ETF Trust
INTL CORE EQT MK
$33.5M860.2K
1.3%
−8.7%
Reduced · −82K sh
15Broadcom Inc
COM
$30.7M99.1K
1.2%
−6.6%
Reduced · −7K sh
16J P Morgan Exchange Traded F
INTRNL RES EQT
$29.8M393.3K
1.1%
−7.2%
Reduced · −30K sh
17JPMorgan Chase & Co
COM
$26.6M90.6K
1.0%
−5.2%
Reduced · −5K sh
18BlackRock ETF Trust II
ISHARES AAA CLO
$26.6M513.0K
1.0%
−8.4%
Reduced · −47K sh
19BlackRock ETF Trust II
ISHARES FLEXIBLE
$24.2M465.8K
0.9%
−8.1%
Reduced · −41K sh
20State STR SPDR S&P 500 ETF T
TR UNIT
$23.4M36.0K
0.9%
−8.5%
Reduced · −3K sh
21Berkshire Hathaway Inc Del
CL B NEW
$22.4M46.8K
0.8%
−5.9%
Reduced · −3K sh
22Schwab Strategic TR
MUN BD ETF
$21.5M845.2K
0.8%
−5.5%
Reduced · −49K sh
23Janus Detroit STR TR
HENDRSON AAA CL
$21.3M422.5K
0.8%
44×
Added · +413K sh
24J P Morgan Exchange Traded F
ACTIVEBLDRS EMER
$20.4M392.9K
0.8%
−8.7%
Reduced · −37K sh
25John Hancock Exchange Traded
MULTFCTR EMRNG
$19.8M578.4K
0.7%
−8.5%
Reduced · −54K sh
26Dimensional ETF Trust
EMGR CRE EQT MNG
$19.8M584.9K
0.7%
−8.7%
Reduced · −56K sh
27Wisdomtree TR
EM EX ST-OWNED
$19.8M492.7K
0.7%
−8.6%
Reduced · −46K sh
28Alphabet Inc
CAP STK CL C
$19.7M68.6K
0.7%
−3.8%
Reduced · −3K sh
29Comfort Sys USA Inc
COM
$19.2M13.9K
0.7%
−28%
Reduced · −5K sh
30J P Morgan Exchange Traded F
BETABUILDERS I
$19.0M260.2K
0.7%
−47%
Reduced · −229K sh
31Johnson & Johnson
COM
$18.5M75.8K
0.7%
−8.0%
Reduced · −7K sh
32Ishares TR
CORE S&P500 ETF
$17.6M27.0K
0.7%
−23%
Reduced · −8K sh
33Linde PLC
SHS
$16.9M34.0K
0.6%
−3.5%
Reduced · −1K sh
34Ishares TR
USD INV GRDE ETF
$16.6M324.8K
0.6%
−11%
Reduced · −41K sh
35TJX Cos Inc New
COM
$16.5M103.5K
0.6%
−7.3%
Reduced · −8K sh
36Procter & Gamble Co
COM
$14.3M99.2K
0.5%
−0.7%
Reduced · −691 sh
37Ishares TR
1 3 YR TREAS BD
$14.2M171.4K
0.5%
New
New position
38New York Life Invts Active E
NYLI MACKAY MUN
$14.0M582.7K
0.5%
−7.0%
Reduced · −44K sh
39Wisdomtree TR
FLOATNG RAT TREA
$14.0M277.2K
0.5%
−13%
Reduced · −40K sh
40Meta Platforms Inc
CL A
$13.5M23.5K
0.5%
−9.5%
Reduced · −2K sh
41Exxon Mobil Corp
COM
$13.1M77.3K
0.5%
−55%
Reduced · −95K sh
42Visa Inc
COM CL A
$12.6M41.8K
0.5%
−6.2%
Reduced · −3K sh
43First TR Exchng Traded FD VI
FT VEST LADDERED
$12.5M370.7K
0.5%
−6.1%
Reduced · −24K sh
44J P Morgan Exchange Traded F
JPMORGAN INTL VL
$12.4M144.5K
0.5%
−6.2%
Reduced · −9K sh
45Vanguard Scottsdale FDS
INT-TERM CORP
$11.8M143.1K
0.4%
New
New position
46Cheniere Energy Inc
COM NEW
$11.5M40.7K
0.4%
−9.0%
Reduced · −4K sh
47Schwab Strategic TR
FUNDAMENTAL US L
$11.4M409.1K
0.4%
~0%
Added · +2 sh
48Select Sector SPDR TR
STATE STREET TEC
$11.3M85.1K
0.4%
−3.6%
Reduced · −3K sh
49Dover Corp
COM
$11.2M53.6K
0.4%
−8.7%
Reduced · −5K sh
50Bank America Corp
COM
$10.8M221.5K
0.4%
−5.3%
Reduced · −12K sh
Showing 50 of 862 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 21, 2026862$2.7B13F-HR
Q4 2025Dec 31, 2025Jan 14, 2026882$3.0B13F-HR
Q3 2025Sep 30, 2025Nov 7, 2025871$2.7B13F-HR
Q2 2025Jun 30, 2025Jul 9, 2025859$2.6B13F-HR
Q1 2025Mar 31, 2025Apr 14, 2025762$2.4B13F-HR
Q4 2024Dec 31, 2024Jan 13, 2025582$2.3B13F-HR
Q3 2024Sep 30, 2024Oct 25, 2024598$2.3B13F-HR
Q2 2024Jun 30, 2024Jul 22, 2024504$2.2B13F-HR
Q1 2024Mar 31, 2024Apr 15, 2024432$2.4B13F-HR
Q4 2023Dec 31, 2023Jan 22, 2024356$1.9B13F-HR
Q3 2023Sep 30, 2023Nov 1, 2023345$1.6B13F-HR
Q2 2023Jun 30, 2023Jul 26, 2023259$2.2B13F-HR
Q1 2023Mar 31, 2023May 2, 2023269$1.1B13F-HR
Q4 2022Dec 31, 2022Jan 24, 2023272$988.0M13F-HR
Q3 2022Sep 30, 2022Nov 7, 2022250$898.3M13F-HR
Q2 2022Jun 30, 2022Aug 11, 2022225$726.7M13F-HR
Q1 2022Mar 31, 2022Apr 20, 2022232$782.7M13F-HR
Q4 2021Dec 31, 2021Feb 1, 2022350$821.0M13F-HR
Q3 2021Sep 30, 2021Nov 12, 2021397$910.8M13F-HR
Q2 2021Jun 30, 2021Aug 11, 2021304$712.9M13F-HR
Q1 2021Mar 31, 2021May 14, 2021177$448.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.