Pallas Capital Advisors LLC Q2 2021 Filing

Filed August 11, 2021

Portfolio Value

$712.9B

Holdings

304

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (304 positions)

#StockSharesValue% PortfolioType
1
BRKRBRUKER CORP
1,742,864$142.3B19.96%
2
MSFTMICROSOFT CORP
82,423$23.6B3.31%
3
AAPLAPPLE INC
139,937$20.6B2.88%
4
AMZNAMAZON COM INC
5,540$18.6B2.61%
5
GLPGLOBAL PARTNERS LP
623,986$16.6B2.33%
6
SPYSPDR S&P 500 ETF TR
33,882$14.9B2.09%
7
LINLINDE PLC
43,439$13.3B1.86%
8
EFAISHARES TR
132,169$10.6B1.49%
9
IWMISHARES TR
43,964$9.6B1.35%
10
GOOGLALPHABET INC
3,405$9.2B1.29%
11
AQLTISHARES TR
111,912$8.5B1.20%
12
JNJJOHNSON & JOHNSON
48,435$8.4B1.18%
13
LRCXEURLAM RESEARCH CORP
12,322$8.0B1.12%
14
PGPROCTER AND GAMBLE CO
56,112$8.0B1.12%
15
VTIVANGUARD INDEX FDS
34,387$7.8B1.09%
16
MDTMEDTRONIC PLC
58,246$7.5B1.05%
17
BRK/BBERKSHIRE HATHAWAY INC DEL
26,365$7.3B1.03%
18
GOOGALPHABET INC
2,676$7.3B1.02%
19
JPMJPMORGAN CHASE & CO
47,671$7.2B1.01%
20
IWRISHARES TR
88,238$7.0B0.99%
21
AMATAPPLIED MATLS INC
45,645$6.5B0.91%
22
IVVISHARES TR
14,081$6.2B0.87%
23
TIPXSPDR SER TR
288,423$6.1B0.86%
24
VVISA INC
25,666$6.1B0.85%
25
STIPISHARES TR
56,987$6.1B0.85%
26
USMVISHARES TR
79,149$6.0B0.85%
27
TOTLSSGA ACTIVE ETF TR
117,032$5.7B0.80%
28
LLYLILLY ELI & CO
21,464$5.6B0.79%
29
EAELECTRONIC ARTS INC
38,496$5.4B0.76%
30
HDHOME DEPOT INC
16,178$5.3B0.75%
31
COSTCOSTCO WHSL CORP NEW
11,744$5.1B0.72%
32
CMCSACOMCAST CORP NEW
87,989$5.1B0.72%
33
DOVDOVER CORP
29,415$4.9B0.69%
34
UNHUNITEDHEALTH GROUP INC
11,705$4.9B0.69%
35
NEENEXTERA ENERGY INC
60,554$4.8B0.68%
36
LMTLOCKHEED MARTIN CORP
13,128$4.7B0.67%
37
VGTVANGUARD WORLD FDS
11,234$4.7B0.65%
38
ADBEADOBE SYSTEMS INCORPORATED
7,407$4.6B0.65%
39
ISRGINTUITIVE SURGICAL INC
4,672$4.6B0.65%
40
GSGOLDMAN SACHS GROUP INC
11,759$4.4B0.62%
41
PYPLPAYPAL HLDGS INC
15,759$4.3B0.61%
42
BSVVANGUARD BD INDEX FDS
50,924$4.2B0.59%
43
UPSUNITED PARCEL SERVICE INC
21,880$4.2B0.59%
44
DEODIAGEO PLC
20,724$4.2B0.58%
45
TJXTJX COS INC NEW
61,423$4.1B0.58%
46
BKNGBOOKING HOLDINGS INC
1,978$4.1B0.58%
47
CVSCVS HEALTH CORP
48,260$3.9B0.55%
48
CRMSALESFORCE COM INC
16,072$3.9B0.55%
49
ORLYOREILLY AUTOMOTIVE INC
6,309$3.8B0.54%
50
JECUSDJACOBS ENGR GROUP INC
29,218$3.8B0.53%
51
IEMGISHARES INC
53,777$3.5B0.48%
52
AVGOBROADCOM INC
6,969$3.4B0.48%
53
ORCLORACLE CORP
37,378$3.4B0.47%
54
NDQINVESCO QQQ TR
9,134$3.4B0.47%
55
LQDISHARES TR
24,516$3.3B0.47%
56
VOOVANGUARD INDEX FDS
7,949$3.2B0.45%
57
TMOTHERMO FISHER SCIENTIFIC INC
5,859$3.2B0.44%
58
BIVVANGUARD BD INDEX FDS
31,830$2.9B0.41%
59
IVWISHARES TR
37,148$2.8B0.40%
60
DGDOLLAR GEN CORP NEW
11,635$2.7B0.38%
61
MTCHMATCH GROUP INC NEW
18,074$2.7B0.38%
62
CATCATERPILLAR INC
13,295$2.7B0.38%
63
VUGVANGUARD INDEX FDS
8,028$2.4B0.33%
64
SYYSYSCO CORP
31,685$2.3B0.32%
65
MBBISHARES TR
20,643$2.2B0.31%
66
AMGNAMGEN INC
9,748$2.2B0.31%
67
VHTVANGUARD WORLD FDS
7,963$2.1B0.29%
68
SIVBEURSVB FINANCIAL GROUP
3,764$2.1B0.29%
69
QCOMQUALCOMM INC
13,664$2.0B0.28%
70
VRTXVERTEX PHARMACEUTICALS INC
10,050$2.0B0.28%
71
OBDCOWL ROCK CAPITAL CORPORATION
138,634$2.0B0.28%
72
MAMASTERCARD INCORPORATED
5,259$1.9B0.27%
73
VEAVANGUARD TAX-MANAGED INTL FD
36,535$1.9B0.27%
74
HUNHUNTSMAN CORP
75,000$1.9B0.27%
75
CPRTCOPART INC
12,713$1.9B0.26%
76
TIPISHARES TR
14,427$1.9B0.26%
77
VTVVANGUARD INDEX FDS
12,752$1.8B0.25%
78
FRCBFIRST REP BK SAN FRANCISCO C
8,963$1.8B0.25%
79
MORNMORNINGSTAR INC
6,406$1.7B0.24%
80
HCQAMN HEALTHCARE SVCS INC
16,713$1.7B0.24%
81
METAFACEBOOK INC
4,665$1.7B0.23%
82
AGGISHARES TR
14,233$1.7B0.23%
83
XLVSELECT SECTOR SPDR TR
12,159$1.6B0.23%
84
DFACDIMENSIONAL ETF TRUST
57,520$1.6B0.22%
85
DVADAVITA INC
11,525$1.5B0.22%
86
CHDCHURCH & DWIGHT INC
18,248$1.5B0.21%
87
XLFSELECT SECTOR SPDR TR
41,362$1.5B0.21%
88
NVDANVIDIA CORPORATION
7,439$1.5B0.21%
89
SLVISHARES SILVER TR
62,990$1.5B0.21%
90
DISDISNEY WALT CO
8,504$1.5B0.21%
91
DKNG1USDDRAFTKINGS INC
29,716$1.4B0.20%
92
XLYSELECT SECTOR SPDR TR
7,936$1.4B0.20%
93
NXPINXP SEMICONDUCTORS N V
6,680$1.4B0.20%
94
BABAALIBABA GROUP HLDG LTD
6,799$1.4B0.19%
95
GWWGRAINGER W W INC
3,037$1.3B0.19%
96
MRKMERCK & CO INC
17,654$1.3B0.19%
97
CDWCDW CORP
7,048$1.3B0.19%
98
AFWALIGN TECHNOLOGY INC
1,830$1.3B0.18%
99
NDAQNASDAQ INC
6,649$1.3B0.18%
100
DHRDANAHER CORPORATION
4,107$1.3B0.18%
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