Stock Taper

PALLAS CAPITAL ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Martin Marietta Materials, Inc.MLM667$384.64K
Equinix, Inc.EQIX676$704.66K
American Express CompanyAXP679$229.78K
Advanced Energy Industries, Inc.AEIS704$262.33K
Acuity Brands, Inc.AYI707$266.3K
Rockwell Automation, Inc.ROK722$357.6K
InterDigital, Inc.IDCC760$215.18K
Bloom Energy CorporationBE775$234.59K
Valmont Industries, Inc.VMI801$462.66K
The Sherwin-Williams CompanySHW810$279.01K
Dave Inc.DAVE827$308.13K
HCA Healthcare, Inc.HCA830$323.66K
Ubiquiti Inc.UI889$474.75K
Cardinal Health, Inc.CAH891$211.66K
M&T Bank CorporationMTB912$217.06K
Welltower Inc.WELL939$213.14K
Applied Industrial Technologies, Inc.AIT966$326.65K
Ryder System, Inc.R975$257.07K
Talen Energy CorporationTLN1.01K$388.87K
Powell Industries, Inc.POWL1.02K$293.52K