Pallas Capital Advisors LLC Q4 2021 Filing

Filed February 1, 2022

Portfolio Value

$821.0B

Holdings

350

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (350 positions)

#StockSharesValue% PortfolioType
1
BRKRBRUKER CORP
1,742,864$115.8B14.11%
2
MSFTMICROSOFT CORP
129,331$38.3B4.66%
3
AAPLAPPLE INC
203,126$33.0B4.02%
4
GLPGLOBAL PARTNERS LP
1,064,128$26.9B3.27%
5
JBIJANUS INTERNATIONAL GROUP IN
2,172,601$21.8B2.66%
6
AMZNAMAZON COM INC
7,126$20.3B2.48%
7
IVVISHARES TR
34,486$15.2B1.85%
8
GOOGLALPHABET INC
4,982$13.0B1.58%
9
LINLINDE PLC
40,196$12.7B1.55%
10
PGPROCTER AND GAMBLE CO
75,949$12.4B1.50%
11
STIPISHARES TR
111,220$11.7B1.42%
12
JNJJOHNSON & JOHNSON
70,775$11.7B1.42%
13
TIPXSPDR SER TR
560,045$11.6B1.42%
14
BRK/BBERKSHIRE HATHAWAY INC DEL
35,202$10.7B1.31%
15
JPMJPMORGAN CHASE & CO
67,176$9.7B1.19%
16
SPYSPDR S&P 500 ETF TR
21,503$9.4B1.15%
17
IWMISHARES TR
45,227$8.9B1.09%
18
MDTMEDTRONIC PLC
81,892$8.6B1.05%
19
EAELECTRONIC ARTS INC
60,232$8.4B1.02%
20
VGTVANGUARD WORLD FDS
19,704$7.9B0.97%
21
CVSCVS HEALTH CORP
76,669$7.8B0.95%
22
BKNGBOOKING HOLDINGS INC
3,319$7.8B0.95%
23
AMATAPPLIED MATLS INC
56,892$7.7B0.94%
24
ADBEADOBE SYSTEMS INCORPORATED
15,120$7.6B0.92%
25
GOOGALPHABET INC
2,883$7.5B0.91%
26
DOVDOVER CORP
43,223$7.5B0.91%
27
VVISA INC
36,161$7.4B0.91%
28
CMCSACOMCAST CORP NEW
146,861$7.3B0.89%
29
COSTCOSTCO WHSL CORP NEW
15,046$7.2B0.88%
30
LRCXEURLAM RESEARCH CORP
11,942$7.2B0.88%
31
UNHUNITEDHEALTH GROUP INC
15,158$7.0B0.85%
32
LLYLILLY ELI & CO
27,557$6.7B0.82%
33
NEENEXTERA ENERGY INC
80,848$6.7B0.81%
34
UPSUNITED PARCEL SERVICE INC
30,508$6.2B0.75%
35
DEODIAGEO PLC
29,905$6.1B0.74%
36
GSGOLDMAN SACHS GROUP INC
16,390$5.6B0.69%
37
TJXTJX COS INC NEW
82,744$5.6B0.68%
38
JECUSDJACOBS ENGR GROUP INC
42,107$5.4B0.66%
39
HDHOME DEPOT INC
15,360$5.4B0.65%
40
ISRGINTUITIVE SURGICAL INC
18,874$5.1B0.62%
41
EFAISHARES TR
66,205$5.1B0.62%
42
AVGOBROADCOM INC
9,287$5.0B0.60%
43
VHTVANGUARD WORLD FDS
19,626$4.7B0.58%
44
TMOTHERMO FISHER SCIENTIFIC INC
8,110$4.7B0.57%
45
TIPISHARES TR
36,574$4.6B0.56%
46
ORLYOREILLY AUTOMOTIVE INC
7,244$4.6B0.56%
47
CRMSALESFORCE COM INC
20,814$4.6B0.55%
48
ORCLORACLE CORP
55,048$4.5B0.55%
49
SYYSYSCO CORP
57,239$4.4B0.54%
50
IWRISHARES TR
56,887$4.3B0.52%
51
DDDUPONT DE NEMOURS INC
52,367$4.1B0.49%
52
PYPLPAYPAL HLDGS INC
24,497$4.0B0.49%
53
VOOVANGUARD INDEX FDS
9,709$3.9B0.48%
54
AMGNAMGEN INC
15,871$3.6B0.44%
55
QCOMQUALCOMM INC
21,850$3.6B0.44%
56
DISDISNEY WALT CO
25,731$3.5B0.43%
57
CATCATERPILLAR INC
16,434$3.5B0.43%
58
NVDANVIDIA CORPORATION
14,900$3.5B0.42%
59
NDQINVESCO QQQ TR
9,333$3.3B0.40%
60
VTIVANGUARD INDEX FDS
14,601$3.2B0.39%
61
DGDOLLAR GEN CORP NEW
14,484$3.0B0.37%
62
AQLTISHARES TR
41,886$3.0B0.37%
63
OBDCOWL ROCK CAPITAL CORPORATION
204,059$2.9B0.35%
64
IVWISHARES TR
37,148$2.7B0.33%
65
VEAVANGUARD TAX-MANAGED INTL FD
55,204$2.7B0.33%
66
SIVBEURSVB FINANCIAL GROUP
4,667$2.7B0.33%
67
SYKSTRYKER CORPORATION
10,389$2.6B0.32%
68
MORNMORNINGSTAR INC
9,250$2.6B0.31%
69
METAMETA PLATFORMS INC
8,341$2.5B0.31%
70
GWWGRAINGER W W INC
4,843$2.4B0.29%
71
PANWPALO ALTO NETWORKS INC
4,570$2.2B0.27%
72
MTCHMATCH GROUP INC NEW
18,822$2.2B0.27%
73
VUGVANGUARD INDEX FDS
7,513$2.1B0.26%
74
FRCBFIRST REP BK SAN FRANCISCO C
12,198$2.0B0.25%
75
MPTMEDICAL PPTYS TRUST INC
86,291$2.0B0.24%
76
SLVISHARES SILVER TR
87,286$2.0B0.24%
77
HCQAMN HEALTHCARE SVCS INC
20,705$1.9B0.24%
78
NXPINXP SEMICONDUCTORS N V
9,578$1.9B0.23%
79
GQ9SPDR GOLD TR
11,017$1.9B0.23%
80
MAMASTERCARD INCORPORATED
5,290$1.9B0.23%
81
USMVISHARES TR
24,387$1.8B0.22%
82
NUANEURNUANCE COMMUNICATIONS INC
32,363$1.8B0.22%
83
CHDCHURCH & DWIGHT CO INC
16,882$1.7B0.21%
84
DFACDIMENSIONAL ETF TRUST
63,293$1.7B0.21%
85
FFIVF5 INC
7,631$1.7B0.21%
86
NSCNORFOLK SOUTHN CORP
6,012$1.7B0.20%
87
XLVSELECT SECTOR SPDR TR
12,703$1.6B0.20%
88
CDWCDW CORP
8,835$1.6B0.20%
89
MKSIMKS INSTRS INC
10,250$1.6B0.20%
90
MCDMCDONALDS CORP
6,380$1.6B0.20%
91
HUNHUNTSMAN CORP
45,352$1.6B0.20%
92
VTVVANGUARD INDEX FDS
11,124$1.6B0.19%
93
ABTABBOTT LABS
12,589$1.6B0.19%
94
CA8ACACI INTL INC
5,773$1.6B0.19%
95
NDAQNASDAQ INC
8,800$1.6B0.19%
96
FIXCOMFORT SYS USA INC
17,338$1.5B0.19%
97
XLYSELECT SECTOR SPDR TR
8,373$1.5B0.18%
98
CHKPCHECK POINT SOFTWARE TECH LT
11,838$1.5B0.18%
99
SEESEALED AIR CORP NEW
21,990$1.5B0.18%
100
CHECHEMED CORP NEW
3,073$1.4B0.18%
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