Stock Taper 
PALLAS CAPITAL ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Dave Inc. | DAVE | 827 | $308.13K |
 The Sherwin-Williams Company | SHW | 810 | $279.01K |
 Valmont Industries, Inc. | VMI | 801 | $462.66K |
 Bloom Energy Corporation | BE | 775 | $234.59K |
 InterDigital, Inc. | IDCC | 760 | $215.18K |
 Rockwell Automation, Inc. | ROK | 722 | $357.6K |
 Acuity Brands, Inc. | AYI | 707 | $266.3K |
 Advanced Energy Industries, Inc. | AEIS | 704 | $262.33K |
 American Express Company | AXP | 679 | $229.78K |
 Equinix, Inc. | EQIX | 676 | $704.66K |
 Martin Marietta Materials, Inc. | MLM | 667 | $384.64K |
 Fabrinet | FN | 653 | $367.04K |
 Snap-on Incorporated | SNA | 652 | $262.37K |
 MYR Group Inc. | MYRG | 639 | $319.76K |
 Dycom Industries, Inc. | DY | 628 | $317.51K |
 Texas Pacific Land Corporation | TPL | 609 | $266.52K |
 Humana Inc. | HUM | 600 | $238.33K |
 Watts Water Technologies, Inc. | WTS | 572 | $223.91K |
 Coherent, Inc. | COHR | 567 | $223.66K |
 F5, Inc. | FFIV | 509 | $211.72K |