Petrus Trust Company, Lta Portfolio Holdings

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.