PT

Petrus Trust Company, LTA

13F
Petrus Trust Company, LTA
Last update 2025-05-15 577 Stocks (246 new)
Value $1.07 Bil Turnover 21 %
Countries:
Top Holdings: SPY(10.52%)CPAY(6.53%)UNH(5.83%)MSFT(5.65%)AMZN(5.51%)
Summary Stock Picks Current Portfolio
Petrus Trust Company, LTA Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
201,540
112,739.5
+36.00%
10.520
+2.78%
0.020
+17.14%
+7.04%
641,384.0
 
CPAY
Corpay Inc
200,530
69,928.8
-0.33%
6.530
-0.02%
0.280
+6.19%
-4.15%
22,867.4
Software
UNH
UnitedHealth Group Inc
119,179
62,420.0
+0.57%
5.830
+0.03%
0.010
-48.91%
-39.20%
275,861.4
Healthcare Plans
MSFT
Microsoft Corp
161,134
60,488.1
+17.77%
5.650
+0.85%
0.000
+29.81%
+19.87%
3,740,948.0
Software
AMZN
Amazon.com Inc
310,355
59,048.1
+4.43%
5.510
+0.23%
0.000
+21.72%
+2.57%
2,388,891.6
Retail - Cyclical
AZO
AutoZone Inc
13,000
49,566.1
-0.27%
4.630
-0.01%
0.080
+1.26%
+15.73%
61,990.6
Vehicles & Parts
CRM
Salesforce Inc
179,772
48,243.6
+17.88%
4.500
+0.68%
0.020
+1.36%
-22.57%
246,714.9
Software
AON
Aon PLC
117,500
46,893.1
0%
4.380
0%
0.050
-5.28%
-0.58%
76,803.4
Insurance
WDAY
Workday Inc
189,368
44,223.1
+27.28%
4.130
+0.89%
0.070
-1.39%
-13.43%
59,549.5
Software
MA
Mastercard Inc
80,658
44,210.3
+0.35%
4.130
+0.01%
0.010
+8.08%
+4.95%
499,608.6
Credit Services

Petrus Trust Company, LTA's Historical Top Holdings Breakdowns

Petrus Trust Company, LTA's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+2.78%
●
551.42 ($587.78) 612.93
$623.62
6.10%
Add 36%
201,540
53,348
SAP
SAP SE
2025-03-31
New Buy
New Buy
+1.33%
●
241.4 ($272.4) 293.69
$300.85
10.44%
New holding
53,200
53,200
CSGP
CoStar Group Inc
2025-03-31
New Buy
New Buy
+1.26%
●
69.29 ($76.08) 80.37
$85.43
12.29%
New holding
170,000
170,000
PRM
Perimeter Solutions Inc
2025-03-31
Reduce
Reduce
-1.01%
●
9.02 ($11.22) 13.91
$16.22
44.56%
Reduce -51.35%
770,674
-813,419
GOOGL
Alphabet Inc
2025-03-31
Add
Add
+0.94%
●
154.33 ($181.36) 206.38
$180.19
-0.65%
Add 1989.01%
68,415
65,140
WDAY
Workday Inc
2025-03-31
Add
Add
+0.89%
●
233.53 ($255.22) 277.82
$223.37
-12.48%
Add 27.28%
189,368
40,583
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.85%
●
375.39 ($407.71) 447.2
$503.32
23.45%
Add 17.77%
161,134
24,308
CRM
Salesforce Inc
2025-03-31
Add
Add
+0.68%
●
268.36 ($311.03) 359.95
$258.07
-17.03%
Add 17.88%
179,772
27,272
EPD
Enterprise Products Partners LP
2025-03-31
Reduce
Reduce
-0.61%
●
31.75 ($33.3) 34.14
$31.89
-4.23%
Reduce -24.68%
610,000
-199,865
GOOG
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.45%
●
156.06 ($183.12) 207.71
$181.31
-0.99%
Reduce -13.26%
158,776
-24,270

Petrus Trust Company, LTA Total Holding History ($B)

To

Petrus Trust Company, LTA's Asset Allocation

To

Petrus Trust Company, LTA Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Petrus Trust Company, LTA's Hypothetical Growth since 2025-03-31

Petrus Trust Company, LTA's Yearly Returns

Year Portfolio % % Excess Gain %

Petrus Trust Company, LTA's Holdings Heat Map

Size field:

Petrus Trust Company, LTA's Holdings Bubble Chart

Petrus Trust Company, LTA News

  • 1

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