Pallas Capital Advisors LLC
RIA/Wealth
Pallas Capital Advisors LLC is a RIA/Wealth based in Braintree, MA led by Richard Sholes Mullen, reporting $3.2B in AUM as of Q3 2025 with 32% ETF concentration.
CEORichard Sholes Mullen
- Portfolio Value
- $2.7B
- Positions
- 868
- Top Holding
- BRKR at 11.33%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Pallas Capital Advisors LLC's portfolio (30.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Medical - Devices Healthcare | $308.0M | 11.33% | -$672.5K Sold | 6.25% 9.5M shares | |
Software - Infrastructure Technology | $80.7M | 2.97% | +$1.4M Bought | 0.00% 155.7K shares | |
Oil & Gas Midstream Energy | $78.1M | 2.87% | — | 4.80% 1.6M shares | |
ETF ETF | $67.3M | 2.48% | +$3.0M Bought | — 1.5M shares | |
Consumer Electronics Technology | $63.2M | 2.33% | -$1.1M Sold | 0.00% 248.3K shares | |
Semiconductors Technology | $55.5M | 2.04% | +$1.2M Bought | 0.00% 297.3K shares | |
Specialty Retail Consumer Cyclical | $50.4M | 1.85% | -$1.4M Sold | 0.00% 229.6K shares | |
Internet Content & Information Communication Services | $41.7M | 1.53% | -$612.1K Sold | 0.00% 171.3K shares | |
ETF ETF | $37.0M | 1.36% | +$870.9K Bought | — 799.9K shares | |
Semiconductors Technology | $36.6M | 1.35% | +$478.4K Bought | 0.00% 111.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Pallas Capital Advisors LLC's latest filing
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Market Value
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Net Flows % of MV
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Pallas Capital Advisors LLC
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