Petrus Trust Company, Lta has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $935 Million distributed in 572 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $86.9M, Amazon Com Inc with a value of $65.2M, Unitedhealth Group Inc with a value of $59.9M, Microsoft Corp with a value of $57.7M, and Salesforce, Inc. with a value of $51M.

Examining the 13F form we can see an decrease of $14M in the current position value, from $949M to 935M.

Petrus Trust Company, Lta is based out at Dallas, TX

Below you can find more details about Petrus Trust Company, Lta portfolio as well as his latest detailed transactions.

Portfolio value $935 Million
Technology: $200 Million
Consumer Cyclical: $163 Million
Financial Services: $161 Million
ETFs: $140 Million
Healthcare: $97.3 Million
Industrials: $49.5 Million
Communication Services: $47 Million
Energy: $41.7 Million
Other: $34.4 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 572
  • Current Value $935 Million
  • Prior Value $949 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 238 stocks
  • Additional Purchases 134 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 140 stocks
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