Fund HoldingsPetrus Trust Company, LTA

Total Portfolio Value
$1.06B
Total Bought
$187.54M
Total Sold
$94.07M
Net Transaction
+$93.47M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
STATE STR SPDR S&P 500 ETF T(SPY)359,819404,272+44,453234,005301,89828.39%+67,894
NVIDIA CORPORATION(NVDA)64,000195,702+131,70211,16239,1583.68%+27,996
ALPHABET INC(GOOG)95,290129,290+34,00027,33545,6824.30%+18,347
WARNER BROS DISCOVERY INC(WBD)455,0001,060,000+605,00012,49428,2602.66%+15,765
TAIWAN SEMICONDUCTOR MANUFAC(TSM)134,044127,744-6,30045,30061,0075.74%+15,707
SCHEIN HENRY INC(HSIC)135,000270,000+135,0009,95022,5502.12%+12,601
THERMO FISHER SCIENTIFIC INC(TMO)35,00052,900+17,90017,20426,5222.49%+9,318
RANPAK HOLDINGS CORP2,966,3562,711,537-254,81910,59019,8211.86%+9,231
HONEYWELL AEROSPACE INC039,646+39,64608,7650.82%+8,765
VISA INC(V)52,10067,100+15,00015,74723,0212.17%+7,275
FAIR ISAAC CORP(FICO)22,47025,470+3,00023,98830,4312.86%+6,443
FORTUNE BRANDS INNOVATIONS I(FBIN)097,800+97,80005,3690.50%+5,369
KIMBERLY-CLARK CORP(KMB)270,445270,445026,09029,6872.79%+3,597
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
120,850125,623+4,77323,19426,7292.51%+3,535
GOODRX HLDGS INC(GDRX)3,098,5593,098,55906,0738,9240.84%+2,851
PROGRESSIVE CORP(PGR)110,000110,000021,80624,0302.26%+2,223
CHIRON REAL ESTATE INC056,000+56,00002,1010.20%+2,101
ALPHABET INC(GOOG)28,27728,27708,13110,1050.95%+1,974
CORPAY INC(CPAY)212,000190,000-22,00061,69063,3215.96%+1,631
AUTOZONE INC(AZO)9,50510,395+89032,10633,2223.12%+1,116
ISHARES TR202,029211,209+9,18022,01923,0372.17%+1,017
MSCI INC(MSCI)61,64658,146-3,50033,22832,5643.06%-664
KLARNA GROUP PLC(KLAR)121,9800-121,9801,5970-1,597
AON PLC(AON)153,300144,000-9,30049,48247,7634.49%-1,719
AMAZON COM INC(AMZN)291,567246,167-45,40060,72558,6715.52%-2,053
MASTERCARD INCORPORATED(MA)67,32357,323-10,00033,63929,4412.77%-4,198
COSTAR GROUP INC(CSGP)756,200756,200030,50521,4162.01%-9,090
MICROSOFT CORP(MSFT)141,512106,512-35,00052,38339,7313.74%-12,652
SALESFORCE INC(CRM)99,1230-99,12318,5030-18,503
SAP SE(SAP)152,5420-152,54226,1170-26,117
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