PETRUS TRUST COMPANY, LTA
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GDRX | 3.10M | $8.40M |
 | PACK | 2.87M | $15.51M |
 | CSGP | 629K | $42.31M |
 | KVUE | 600K | $10.35M |
 | LKQ | 520K | $15.70M |
 | AMZN | 308K | $70.99M |
 | CPAY | 237K | $71.38M |
 | KMB | 183K | $18.45M |
 | SAP | 153K | $37.05M |
 | MSFT | 150K | $72.48M |
 | AON | 144K | $50.81M |
 | WDAY | 135K | $28.99M |
 | CRM | 133K | $35.27M |
 | KLAR | 122K | $3.53M |
 | PGR | 110K | $25.05M |
 | TSM | 108K | $32.71M |
 | GOOG | 95K | $29.90M |
 | MA | 67K | $38.43M |
 | MSCI | 60K | $34.47M |
 | V | 40K | $13.89M |
GoodRx Holdings, Inc.
GDRX
Shares Held
3.10M
Value
$8.40M
Ranpak Holdings Corp.
PACK
Shares Held
2.87M
Value
$15.51M
CoStar Group, Inc.
CSGP
Shares Held
629K
Value
$42.31M
Kenvue Inc.
KVUE
Shares Held
600K
Value
$10.35M
LKQ Corporation
LKQ
Shares Held
520K
Value
$15.70M
Amazon.com, Inc.
AMZN
Shares Held
308K
Value
$70.99M
Corpay, Inc.
CPAY
Shares Held
237K
Value
$71.38M
Kimberly-Clark Corporation
KMB
Shares Held
183K
Value
$18.45M
SAP SE
SAP
Shares Held
153K
Value
$37.05M
Microsoft Corporation
MSFT
Shares Held
150K
Value
$72.48M
Aon plc
AON
Shares Held
144K
Value
$50.81M
Workday, Inc.
WDAY
Shares Held
135K
Value
$28.99M
Salesforce, Inc.
CRM
Shares Held
133K
Value
$35.27M
Klarna Group plc
KLAR
Shares Held
122K
Value
$3.53M
The Progressive Corporation
PGR
Shares Held
110K
Value
$25.05M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
108K
Value
$32.71M
Alphabet Inc.
GOOG
Shares Held
95K
Value
$29.90M
Mastercard Incorporated
MA
Shares Held
67K
Value
$38.43M
MSCI Inc.
MSCI
Shares Held
60K
Value
$34.47M
Visa Inc.
V
Shares Held
40K
Value
$13.89M