Fund Holdings — Petrus Trust Company, LTA

Total Portfolio Value
$915.06M
Total Bought
$119.93M
Total Sold
$111.86M
Net Transaction
+$8.07M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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STATE STR SPDR S&P 500 ETF T(SPY)317,319359,819+42,500216,386234,00525.57%+17,619
THERMO FISHER SCIENTIFIC INC(TMO)035,000+35,000017,2041.88%+17,204
TAIWAN SEMICONDUCTOR MANUFAC(TSM)107,631134,044+26,41332,70845,3004.95%+12,592
WARNER BROS DISCOVERY INC(WBD)0455,000+455,000012,4941.37%+12,494
NVIDIA CORPORATION(NVDA)064,000+64,000011,1621.22%+11,162
SCHEIN HENRY INC(HSIC)0135,000+135,00009,9501.09%+9,950
KIMBERLY-CLARK CORP(KMB)182,845270,445+87,60018,44726,0902.85%+7,643
VISA INC(V)39,60052,100+12,50013,88815,7471.72%+1,859
AUTOZONE INC(AZO)9,2209,505+28531,27032,1063.51%+836
ALPHABET INC(GOOG)23,66828,277+4,6097,4088,1310.89%+723
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
120,850120,850023,15023,1942.53%+44
ISHARES TR202,029202,029022,26222,0192.41%-242
MSCI INC(MSCI)60,08661,646+1,56034,47333,2283.63%-1,245
AON PLC(AON)144,000153,300+9,30050,81549,4825.41%-1,333
KLARNA GROUP PLC(KLAR)121,980121,98003,5261,5970.17%-1,930
GOODRX HLDGS INC(GDRX)3,098,5593,098,55908,3976,0730.66%-2,324
ALPHABET INC(GOOG)95,29095,290029,90227,3352.99%-2,567
PROGRESSIVE CORP(PGR)110,000110,000025,04921,8062.38%-3,243
MASTERCARD INCORPORATED(MA)67,32367,323038,43333,6393.68%-4,795
RANPAK HOLDINGS CORP(PACK)2,866,3562,966,356+100,00015,50710,5901.16%-4,917
FAIR ISAAC CORP(FICO)19,25022,470+3,22032,54423,9882.62%-8,557
CORPAY INC(CPAY)237,197212,000-25,19771,38061,6906.74%-9,690
AMAZON COM INC(AMZN)307,567291,567-16,00070,99360,7256.64%-10,268
KENVUE INC(KVUE)599,9120-599,91210,3480—-10,348
SAP SE(SAP)152,542152,542037,05426,1172.85%-10,937
COSTAR GROUP INC(CSGP)629,198756,200+127,00242,30730,5053.33%-11,802
LKQ CORP(LKQ)520,0000-520,00015,7040—-15,704
SALESFORCE INC(CRM)133,12399,123-34,00035,26618,5032.02%-16,762
MICROSOFT CORP(MSFT)149,862141,512-8,35072,47652,3835.72%-20,093
WORKDAY INC(WDAY)134,9940-134,99428,9940—-28,994
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Petrus Trust Company, LTA — 13F Holdings — Q1 2026 | TickerTrail