Petrus Trust Company, LTA

CIK: 0001473429SEC EDGAR →

Portfolio Value

$988.7B

Holdings

26

As of

Q4 2025

New Positions

55

Closed Positions

391

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SPDR S&P 500 ETF TR

317,319$216.4B
21.89%
2

MICROSOFT CORP

149,862$72.5B
7.33%
3

CORPAY INC

237,197$71.4B
7.22%
4

AMAZON COM INC

307,567$71.0B
7.18%
5

AON PLC

144,000$50.8B
5.14%
6

COSTAR GROUP INC

629,198$42.3B
4.28%
7

MASTERCARD INCORPORATED

67,323$38.4B
3.89%
8

SAP SE

152,542$37.1B
3.75%
9

SALESFORCE INC

133,123$35.3B
3.57%
10

MSCI INC

60,086$34.5B
3.49%

Quarterly Changes

Top Buys

SPY↑ Increased
$34.6B
KMBNEW
$18.4B
LKQ1NEW
$15.7B
CSGP↑ Increased
$13.9B
VNEW
$13.9B

Top Sells

KVUE↓ Decreased
$19.7B
WDAY↓ Decreased
$11.6B
GOOGL↓ Decreased
$1.5B
CRM↓ Decreased
$786.5M
ALLYCLOSED
$402.5M

New Positions (3)

$18.4B · 183K shares
$15.7B · 520K shares
$13.9B · 40K shares

Closed Positions (141)

$402.5M · 10K shares
$397.5M · 6K shares
$380.9M · 15K shares
$380.8M · 11K shares
$375.8M · 9K shares
$373.8M · 22K shares
$371.5M · 3K shares
$361.3M · 13K shares
$360.0M · 36K shares
$349.8M · 3K shares
$341.3M · 4K shares
$341.1M · 19K shares
$322.2M · 1K shares
$313.7M · 2K shares
$302.4M · 3K shares
$301.5M · 25K shares
$295.3M · 23K shares
$294.8M · 16K shares
$292.1M · 17K shares
$290.9M · 27K shares
$288.4M · 4K shares
$286.1M · 2K shares
$280.1M · 11K shares
$279.3M · 9K shares
$276.9M · 12K shares
$275.5M · 12K shares
$271.2M · 2K shares
$270.7M · 5K shares
$268.2M · 19K shares
$265.2M · 5K shares
$263.7M · 6K shares
$262.4M · 2K shares
$261.9M · 11K shares
$259.2M · 4K shares
$258.1M · 1K shares
$256.5M · 7K shares
$255.9M · 17K shares
$254.8M · 2K shares
$252.9M · 16K shares
$251.1M · 8K shares
$248.1M · 4K shares
$247.0M · 7K shares
$245.2M · 8K shares
$245.1M · 28K shares
$241.7M · 26K shares
$240.9M · 31K shares
$239.8M · 3K shares
$239.4M · 5K shares
$238.6M · 199 shares
$238.5M · 8K shares
$237.3M · 57K shares
$236.8M · 7K shares
$235.8M · 5K shares
$234.9M · 4K shares
$234.5M · 4K shares
$234.5M · 4K shares
$234.0M · 2K shares
$233.9M · 8K shares
$233.3M · 9K shares
$231.6M · 4K shares
$229.5M · 17K shares
$229.1M · 5K shares
$227.6M · 9K shares
$227.5M · 527 shares
$227.4M · 5K shares
$224.4M · 1K shares
$220.7M · 17K shares
$218.1M · 13K shares
$217.9M · 22K shares
$215.6M · 30K shares
$215.0M · 2K shares
$213.2M · 4K shares
$212.7M · 7K shares
$211.5M · 9K shares
$210.4M · 8K shares
$208.7M · 657 shares
$208.1M · 6K shares
$208.0M · 4K shares
$206.6M · 2K shares
$204.7M · 2K shares
$204.5M · 6K shares
$203.6M · 14K shares
$202.4M · 3K shares
$200.6M · 9K shares
$200.1M · 17K shares
$200.0M · 2K shares
$198.2M · 24K shares
$198.0M · 21K shares
$196.9M · 21K shares
$190.8M · 11K shares
$189.2M · 36K shares
$188.2M · 20K shares
$185.7M · 12K shares
$179.5M · 12K shares
$178.0M · 12K shares
$175.9M · 12K shares
$175.7M · 19K shares
$173.9M · 11K shares
$172.1M · 11K shares
$172.1M · 12K shares
$171.4M · 10K shares
$170.7M · 13K shares
$168.7M · 32K shares
$166.7M · 22K shares
$159.3M · 12K shares
$157.6M · 23K shares
$154.2M · 12K shares
$152.7M · 20K shares
$152.4M · 18K shares
$146.0M · 14K shares
$145.6M · 21K shares
$144.2M · 12K shares
$143.4M · 16K shares
$142.1M · 17K shares
$141.2M · 16K shares
$140.2M · 11K shares
$140.1M · 16K shares
$134.6M · 15K shares
$133.3M · 18K shares
$132.1M · 15K shares
$130.7M · 16K shares
$129.5M · 21K shares
$126.5M · 14K shares
$126.0M · 11K shares
$125.4M · 13K shares
$125.0M · 17K shares
$115.5M · 25K shares
$114.9M · 15K shares
$114.7M · 37K shares
$114.5M · 19K shares
IMPERIAL PETE INC
$109.3M · 23K shares
$100.1M · 12K shares
$97.0M · 13K shares
$86.4M · 27K shares
$77.2M · 12K shares
$76.3M · 15K shares
$73.8M · 16K shares
$73.1M · 14K shares
$70.3M · 14K shares
$65.1M · 11K shares
$60.6M · 11K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services8$424.5B42.9%
Technology8$313.9B31.8%
Consumer Cyclical3$117.8B11.9%
Real Estate1$42.3B4.3%
Communication Services2$37.3B3.8%
Consumer Defensive2$28.8B2.9%
Unknown1$15.7B1.6%
Healthcare1$8.4B0.8%