Fund HoldingsPetrus Trust Company, LTA

Total Portfolio Value
$1.03B
Total Bought
$188.85M
Total Sold
$175.26M
Net Transaction
+$13.59M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
PERIMETER SOLUTIONS INC(PRM)01,584,093+1,584,093020,2451.96%+20,245
UNITEDHEALTH GROUP INC(UNH)0118,500+118,500059,9445.80%+59,944
AMAZON COM INC(AMZN)295,937297,195+1,25855,14265,2026.31%+10,060
MSCI INC(MSCI)43,28851,166+7,87825,23430,7002.97%+5,466
MASTERCARD INCORPORATED(MA)79,90080,378+47839,45542,3254.10%+2,870
ALPHABET INC(GOOG)0183,046+183,046034,8593.37%+34,859
SPDR S&P 500 ETF TR(SPY)148,192148,192085,02786,8528.40%+1,826
SCIENCE APPLICATIONS INTL CO(SAIC)010,659+10,65901,1910.12%+1,191
TEMPUR SEALY INTL INC(SGI)017,856+17,85601,0120.10%+1,012
ICF INTL INC(ICFI)08,277+8,27709870.10%+987
STATE STR CORP(STT)010,044+10,04409860.10%+986
BRIGHT HORIZONS FAM SOL IN D(BFAM)08,819+8,81909780.09%+978
L3HARRIS TECHNOLOGIES INC(LHX)04,512+4,51209490.09%+949
APPLIED MATLS INC07,153+7,15301,1630.11%+1,163
BOOZ ALLEN HAMILTON HLDG COR07,193+7,19309260.09%+926
WEAVE COMMUNICATIONS INC083,106+83,10601,3230.13%+1,323
GEN DIGITAL INC(GEN)033,418+33,41809150.09%+915
RANPAK HOLDINGS CORP02,497,429+2,497,429017,1821.66%+17,182
MCKESSON CORP(MCK)01,519+1,51908660.08%+866
UNIVERSAL DISPLAY CORP(OLED)05,910+5,91008640.08%+864
JONES LANG LASALLE INC(JLL)03,293+3,29308340.08%+834
MICROSOFT CORP(MSFT)132,106136,826+4,72056,84557,6725.58%+827
INGREDION INC(INGR)05,990+5,99008240.08%+824
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)02,115+2,11508170.08%+817
PENUMBRA INC(PEN)03,420+3,42008120.08%+812
BOOKING HOLDINGS INC(BKNG)0162+16208050.08%+805
FIDELITY NATIONAL FINANCIAL(FNF)014,251+14,25108000.08%+800
PTC INC(PTC)04,325+4,32507950.08%+795
ONTO INNOVATION INC(ONTO)04,727+4,72707880.08%+788
IAC INC(PPLI)018,251+18,25107870.08%+787
LIBERTY GLOBAL LTD(LBTYA)059,545+59,54507600.07%+760
DOW INC(DOW)018,553+18,55307450.07%+745
AXSOME THERAPEUTICS INC(AXSM)08,764+8,76407420.07%+742
DUOLINGO INC(DUOL)02,284+2,28407410.07%+741
OWENS CORNING NEW(OC)07,919+7,91901,3490.13%+1,349
LAM RESEARCH CORP(LRCX)010,103+10,10307300.07%+730
MANPOWERGROUP INC WIS(MAN)020,201+20,20101,1660.11%+1,166
APPLIED INDL TECHNOLOGIES IN(AIT)03,011+3,01107210.07%+721
GREEN DOT CORP064,695+64,69506880.07%+688
DOORDASH INC(DASH)09,076+9,07601,5220.15%+1,522
TECHNIPFMC PLC(FTI)023,212+23,21206720.07%+672
AMERIPRISE FINL INC(AMP)01,930+1,93001,0280.10%+1,028
KIRBY CORP(KEX)06,182+6,18206540.06%+654
HAFNIA LTD(HAFN)0117,127+117,12706520.06%+652
EXPEDITORS INTL WASH INC(EXPD)05,862+5,86206490.06%+649
AVIENT CORPORATION(AVNT)015,845+15,84506470.06%+647
TAYLOR MORRISON HOME CORP(TMHC)023,103+23,10301,4140.14%+1,414
CRESCENT ENERGY COMPANY(CRGY)068,532+68,53201,0010.10%+1,001
PRINCIPAL FINANCIAL GROUP IN(PFG)08,177+8,17706330.06%+633
RAYMOND JAMES FINL INC(RJF)04,075+4,07506330.06%+633
1 800 FLOWERS COM INC077,441+77,44106330.06%+633
AIRBNB INC04,802+4,80206310.06%+631
HASBRO INC(HAS)023,554+23,55401,3170.13%+1,317
ELASTIC N V
ORD SHS
06,346+6,34606290.06%+629
P10 INC(RPC)049,661+49,66106260.06%+626
ASTRONICS CORP039,050+39,05006230.06%+623
V2X INC(VVX)012,832+12,83206140.06%+614
BANK NEW YORK MELLON CORP07,942+7,94206100.06%+610
HERC HLDGS INC(HRI)03,175+3,17506010.06%+601
AECOM(ACM)05,591+5,59105970.06%+597
CARMAX INC(KMX)07,278+7,27805950.06%+595
ADT INC DEL(ADT)0129,969+129,96908980.09%+898
NUTANIX INC(NTNX)014,003+14,00308570.08%+857
EXXON MOBIL CORP05,463+5,46305880.06%+588
COTERRA ENERGY INC022,598+22,59805770.06%+577
CONSOLIDATED EDISON INC(ED)06,422+6,42205730.06%+573
RALPH LAUREN CORP(RL)02,477+2,47705720.06%+572
LEONARDO DRS INC(DRS)017,581+17,58105680.05%+568
SALLY BEAUTY HLDGS INC053,965+53,96505640.05%+564
NEW YORK TIMES CO(NYT)010,810+10,81005630.05%+563
ALIGHT INC081,283+81,28305620.05%+562
ALKAMI TECHNOLOGY INC(ALKT)032,309+32,30901,1850.11%+1,185
REVVITY INC(RVTY)05,012+5,01205590.05%+559
TWILIO INC(TWLO)05,172+5,17205590.05%+559
UNITED NAT FOODS INC(UNFI)020,403+20,40305570.05%+557
ACUITY BRANDS INC(AYI)01,906+1,90605570.05%+557
DUPONT DE NEMOURS INC(DD)07,296+7,29605560.05%+556
EXLSERVICE HOLDINGS INC(EXLS)012,415+12,41505510.05%+551
ICU MED INC(ICUI)03,529+3,52905480.05%+548
BIO RAD LABS INC01,638+1,63805380.05%+538
DYNATRACE INC(DT)09,612+9,61205220.05%+522
ELEVANCE HEALTH INC(ELV)02,684+2,68409900.10%+990
KLAVIYO INC(KVYO)012,555+12,55505180.05%+518
WESTLAKE CORPORATION(WLK)06,421+6,42107360.07%+736
TENNANT CO(TNC)06,306+6,30605140.05%+514
BERRY CORP0173,831+173,83107180.07%+718
KLA CORP(KLAC)0813+81305120.05%+512
HCA HEALTHCARE INC(HCA)01,702+1,70205110.05%+511
VALERO ENERGY CORP(VLO)04,151+4,15105090.05%+509
CROWN HLDGS INC(CCK)09,496+9,49607850.08%+785
TRANSDIGM GROUP INC(TDG)0398+39805040.05%+504
KEYSIGHT TECHNOLOGIES INC(KEYS)03,134+3,13405030.05%+503
ENOVA INTL INC(ENVA)05,239+5,23905020.05%+502
SENSATA TECHNOLOGIES HLDG PL
SHS
034,206+34,20609370.09%+937
SELECTIVE INS GROUP INC(SIGI)05,323+5,32304980.05%+498
LENNAR CORP(LEN)03,649+3,64904980.05%+498
PEDIATRIX MEDICAL GROUP INC(MD)037,903+37,90304970.05%+497
BEAZER HOMES USA INC(BZH)017,929+17,92904920.05%+492
INTERNATIONAL FLAVORS&FRAGRA(IFF)05,732+5,73204850.05%+485
ALLEGION PLC(ALLE)07,458+7,45809750.09%+975
Page 1 of 1