Petrus Trust Company, Lta has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $949 Million distributed in 536 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 $85M, Salesforce, Inc. with a value of $61.9M, Microsoft Corp with a value of $56.8M, Amazon Com Inc with a value of $55.1M, and Unitedhealth Group Inc with a value of $46.8M.
Examining the 13F form we can see an decrease of $52.4M in the current position value, from $1B to 949M.
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
$949 Million
Technology: $224 Million
Consumer Cyclical: $163 Million
Financial Services: $154 Million
ETFs: $141 Million
Healthcare: $87.1 Million
Industrials: $44.8 Million
Communication Services: $43.2 Million
Energy: $39.5 Million
Other: $52.2 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
