Fund HoldingsPallas Capital Advisors LLC

Total Portfolio Value
$2.41B
Total Bought
$633.21M
Total Sold
$169.41M
Net Transaction
+$463.80M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
JANUS DETROIT STR TR
HENDERSON MTG
01,212,305+1,212,305054,7962.28%+54,796
BLACKROCK ETF TRUST II0369,803+369,803019,3700.80%+19,370
GLOBAL PARTNERS LP(GLP)01,601,904+1,601,904085,5103.55%+85,510
JANUS DETROIT STR TR
B-BBB CLO ETF
0338,699+338,699016,4840.68%+16,484
FIDELITY MERRIMACK STR TR0850,394+850,394038,8211.61%+38,821
SSGA ACTIVE TR
ST STR BLACK ETF
0329,521+329,52109,2660.38%+9,266
JOHNSON & JOHNSON(JNJ)092,164+92,164015,2850.63%+15,285
INNOVATOR ETFS TRUST
U S EQ 10 BUFFER
0213,378+213,37806,3520.26%+6,352
UBER TECHNOLOGIES INC(UBER)085,835+85,83506,2540.26%+6,254
INNOVATOR ETFS TRUST
US SMALL CAP 10
0200,389+200,38905,2220.22%+5,222
BERKSHIRE HATHAWAY INC DEL050,815+50,815027,0631.12%+27,063
MERCK & CO INC(MRK)098,833+98,83308,8710.37%+8,871
VANGUARD INDEX FDS020,672+20,67205,6810.24%+5,681
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0162,353+162,35304,8200.20%+4,820
ISHARES TR0269,797+269,797013,7810.57%+13,781
ELI LILLY & CO(LLY)019,808+19,808016,3590.68%+16,359
SCHWAB STRATEGIC TR539,702669,251+129,54913,86016,9790.71%+3,119
VISA INC(V)47,27951,395+4,11614,94218,0120.75%+3,070
INNOVATOR ETFS TRUST
US EQTY PWR BUF
0157,065+157,06506,5130.27%+6,513
SNOWFLAKE INC(SNOW)4,99024,371+19,3817713,5620.15%+2,792
VERISIGN INC014,557+14,55703,6960.15%+3,696
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
082,127+82,12702,5780.11%+2,578
GE AEROSPACE(GE)020,096+20,09604,0220.17%+4,022
EXXON MOBIL CORP0177,396+177,396021,0980.88%+21,098
ROBLOX CORP(RBLX)20,91162,063+41,1521,2103,6180.15%+2,408
AMERICAN INTL GROUP INC031,137+31,13702,7070.11%+2,707
CONOCOPHILLIPS(COP)031,493+31,49303,3070.14%+3,307
CENTENE CORP DEL(CNC)19,50157,697+38,1961,1813,5030.15%+2,321
ABBOTT LABS099,333+99,333013,1770.55%+13,177
BLACKROCK ETF TRUST II391,778435,384+43,60620,28222,5440.94%+2,262
GENERAL MTRS CO(GM)065,454+65,45403,0780.13%+3,078
LINDE PLC(LIN)036,407+36,407016,9530.70%+16,953
DOORDASH INC(DASH)014,062+14,06202,5700.11%+2,570
UNITEDHEALTH GROUP INC(UNH)023,471+23,471012,2930.51%+12,293
HUMANA INC(HUM)08,072+8,07202,1360.09%+2,136
EA SERIES TRUST
ALPHA ARCH 1-3
019,140+19,14002,1340.09%+2,134
PHILIP MORRIS INTL INC(PM)5,23717,169+11,9326302,7250.11%+2,095
OREILLY AUTOMOTIVE INC(ORLY)06,900+6,90009,8840.41%+9,884
COSTCO WHSL CORP NEW(COST)012,270+12,270011,6050.48%+11,605
CME GROUP INC(CME)013,843+13,84303,6720.15%+3,672
FORTINET INC(FTNT)22,69242,090+19,3982,1444,0520.17%+1,908
NORTHROP GRUMMAN CORP(NOC)04,321+4,32102,2130.09%+2,213
PNC FINL SVCS GROUP INC(PNC)037,958+37,95806,6720.28%+6,672
AIRBNB INC15,66333,123+17,4602,0583,9570.16%+1,899
AXSOME THERAPEUTICS INC(AXSM)26,43535,280+8,8452,2374,1150.17%+1,878
QUALCOMM INC(QCOM)051,248+51,24807,8720.33%+7,872
EDISON INTL(EIX)030,828+30,82801,8160.08%+1,816
MOLINA HEALTHCARE INC(MOH)2,0597,259+5,2005992,3910.10%+1,792
WISDOMTREE TR(WT)186,516221,924+35,4089,38511,1690.46%+1,784
J P MORGAN EXCHANGE TRADED F
BETABUILDERS I
0303,354+303,354018,6580.77%+18,658
COCA COLA CO(KO)0143,382+143,382010,2690.43%+10,269
ARISTA NETWORKS INC(ANET)11,88838,878+26,9901,3143,0120.13%+1,698
AMPHENOL CORP NEW025,616+25,61601,6800.07%+1,680
HUNTSMAN CORP(HUN)0133,352+133,35202,1060.09%+2,106
INCYTE CORP(INCY)14,57143,766+29,1951,0062,6500.11%+1,644
CVS HEALTH CORP(CVS)030,877+30,87702,0920.09%+2,092
ROYAL GOLD INC(RGLD)014,684+14,68402,4010.10%+2,401
BIOMARIN PHARMACEUTICAL INC(BMRN)025,733+25,73301,8190.08%+1,819
ALLEGION PLC(ALLE)012,033+12,03301,5700.07%+1,570
ELEVANCE HEALTH INC(ELV)03,588+3,58801,5610.06%+1,561
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
048,326+48,32608,3720.35%+8,372
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
0599,780+599,780018,7310.78%+18,731
CONCENTRIX CORP(CNXC)027,318+27,31801,5200.06%+1,520
PG&E CORP(PCG)0109,633+109,63301,8830.08%+1,883
META PLATFORMS INC(META)19,98422,934+2,95011,70113,2180.55%+1,517
ISHARES TR
MSCI INTL QUALTY
0472,738+472,738018,7630.78%+18,763
COMCAST CORP NEW(CCZ)091,798+91,79803,3870.14%+3,387
MSCI INC(MSCI)05,424+5,42403,0680.13%+3,068
CHENIERE ENERGY INC(LNG)41,70344,955+3,2528,96110,4030.43%+1,442
GARMIN LTD(GRMN)3,0739,516+6,4436342,0660.09%+1,432
GOLDMAN SACHS ETF TR0528,254+528,254018,8320.78%+18,832
SCHWAB CHARLES CORP(SCHW)017,997+17,99701,4090.06%+1,409
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
0251,528+251,528016,0270.67%+16,027
FMC CORP(FMC)032,370+32,37001,3660.06%+1,366
JOHNSON CTLS INTL PLC
SHS
016,855+16,85501,3500.06%+1,350
CUMMINS INC(CMI)05,314+5,31401,6660.07%+1,666
ETSY INC(ETSY)5,29334,430+29,1372801,6240.07%+1,344
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
0264,920+264,920010,4270.43%+10,427
TJX COS INC NEW(TJX)104,873114,806+9,93312,67013,9830.58%+1,314
FIDELITY COVINGTON TRUST
ENHANCED INTL
532,011535,057+3,04614,64615,9230.66%+1,277
AXIS CAP HLDGS LTD
SHS
022,817+22,81702,2870.09%+2,287
MCKESSON CORP(MCK)1,7253,225+1,5009832,1700.09%+1,187
DANAHER CORPORATION(DHR)19,27827,243+7,9654,4255,5850.23%+1,160
TERADYNE INC(TER)013,925+13,92501,1500.05%+1,150
3M CO(MMM)016,259+16,25902,3880.10%+2,388
ALEXANDRIA REAL ESTATE EQ IN012,018+12,01801,1120.05%+1,112
DTE ENERGY CO(DTB)033,782+33,78204,6710.19%+4,671
VANGUARD WORLD FD
UTILITIES ETF
058,529+58,52909,9970.42%+9,997
DRAFTKINGS INC NEW(DKNG)063,725+63,72502,1160.09%+2,116
ABBVIE INC(ABBV)030,570+30,57006,4050.27%+6,405
TORO CO015,064+15,06401,0960.05%+1,096
VALERO ENERGY CORP(VLO)08,247+8,24701,0890.05%+1,089
NUTANIX INC(NTNX)027,134+27,13401,8940.08%+1,894
MEDTRONIC PLC(MDT)020,653+20,65301,8560.08%+1,856
PEPSICO INC(PEP)09,678+9,67801,4510.06%+1,451
COREBRIDGE FINL INC(CRBD)033,100+33,10001,0450.04%+1,045
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
058,590+58,59001,4620.06%+1,462
EXELIXIS INC(EXEL)22,32747,649+25,3227431,7590.07%+1,016
EXTRA SPACE STORAGE INC(EXR)014,266+14,26602,1180.09%+2,118
BOOKING HOLDINGS INC(BKNG)0519+51902,3910.10%+2,391
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