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Petrus Trust Company, LTA

Q2 2026 13F filing

Updated 27 days ago

27 disclosed positions worth $1.1B

Portfolio value
$1.1B
Total holdings
27
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

S
1.SPY

STATE STR SPDR S&P 500 ETF T

Value
$301.9M
Shares
404.3K
% Port
28.39%
C

CORPAY INC

Value
$63.3M
Shares
190.0K
% Port
5.96%
T

TAIWAN SEMICONDUCTOR MANUFAC

Value
$61M
Shares
127.7K
% Port
5.74%
A

AMAZON COM INC

Value
$58.7M
Shares
246.2K
% Port
5.52%
A
5.AON

AON PLC

Value
$47.8M
Shares
144.0K
% Port
4.49%
G

ALPHABET INC

Value
$45.7M
Shares
129.3K
% Port
4.30%
M

MICROSOFT CORP

Value
$39.7M
Shares
106.5K
% Port
3.74%
N

NVIDIA CORPORATION

Value
$39.2M
Shares
195.7K
% Port
3.68%
A
9.AZO

AUTOZONE INC

Value
$33.2M
Shares
10.4K
% Port
3.12%
M
10.MSCI

MSCI INC

Value
$32.6M
Shares
58.1K
% Port
3.06%
F
11.FICO

FAIR ISAAC CORP

Value
$30.4M
Shares
25.5K
% Port
2.86%
K
12.KMB

KIMBERLY-CLARK CORP

Value
$29.7M
Shares
270.4K
% Port
2.79%
M
13.MA

MASTERCARD INCORPORATED

Value
$29.4M
Shares
57.3K
% Port
2.77%
W
14.WMT

WARNER BROS DISCOVERY INC

Value
$28.3M
Shares
1.06M
% Port
2.66%
I
15.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$26.7M
Shares
125.6K
% Port
2.51%
T
16.TMO

THERMO FISHER SCIENTIFIC INC

Value
$26.5M
Shares
52.9K
% Port
2.49%
P
17.PGR

PROGRESSIVE CORP

Value
$24M
Shares
110.0K
% Port
2.26%
B
18.BLK

ISHARES TR

Value
$23M
Shares
211.2K
% Port
2.17%
V
19.V

VISA INC

Value
$23M
Shares
67.1K
% Port
2.17%
H
20.HSIC

SCHEIN HENRY INC

Value
$22.6M
Shares
270.0K
% Port
2.12%
C
21.CSGP

COSTAR GROUP INC

Value
$21.4M
Shares
756.2K
% Port
2.01%
P
22.PACK

RANPAK HOLDINGS CORP

Value
$19.8M
Shares
2.71M
% Port
1.86%
G

ALPHABET INC

Value
$10.1M
Shares
28.3K
% Port
0.95%
G
24.GDRX

GOODRX HLDGS INC

Value
$8.9M
Shares
3.10M
% Port
0.84%
H
25.HONA

HONEYWELL AEROSPACE INC

Value
$8.8M
Shares
39.6K
% Port
0.82%
F
26.FBIN

FORTUNE BRANDS INNOVATIONS I

Value
$5.4M
Shares
97.8K
% Port
0.51%
X

CHIRON REAL ESTATE INC

Value
$2.1M
Shares
56.0K
% Port
0.20%