PETRUS TRUST COMPANY, LTA
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GDRX | 3.10M | $6.07M |
 | PACK | 2.97M | $10.59M |
 | CSGP | 756K | $30.51M |
 | WBD | 455K | $12.49M |
 | AMZN | 292K | $60.72M |
 | KMB | 270K | $26.09M |
 | CPAY | 212K | $61.69M |
 | AON | 153K | $49.48M |
 | SAP | 153K | $26.12M |
 | MSFT | 142K | $52.38M |
 | HSIC | 135K | $9.95M |
 | TSM | 134K | $45.30M |
 | KLAR | 122K | $1.60M |
 | PGR | 110K | $21.81M |
 | CRM | 99K | $18.50M |
 | GOOG | 95K | $27.33M |
 | MA | 67K | $33.64M |
 | NVDA | 64K | $11.16M |
 | MSCI | 62K | $33.23M |
 | V | 52K | $15.75M |
GoodRx Holdings, Inc.
GDRX
Shares Held
3.10M
Value
$6.07M
Ranpak Holdings Corp.
PACK
Shares Held
2.97M
Value
$10.59M
CoStar Group, Inc.
CSGP
Shares Held
756K
Value
$30.51M
Warner Bros. Discovery, Inc.
WBD
Shares Held
455K
Value
$12.49M
Amazon.com, Inc.
AMZN
Shares Held
292K
Value
$60.72M
Kimberly-Clark Corporation
KMB
Shares Held
270K
Value
$26.09M
Corpay, Inc.
CPAY
Shares Held
212K
Value
$61.69M
Aon plc
AON
Shares Held
153K
Value
$49.48M
SAP SE
SAP
Shares Held
153K
Value
$26.12M
Microsoft Corporation
MSFT
Shares Held
142K
Value
$52.38M
Henry Schein, Inc.
HSIC
Shares Held
135K
Value
$9.95M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
134K
Value
$45.30M
Klarna Group plc
KLAR
Shares Held
122K
Value
$1.60M
The Progressive Corporation
PGR
Shares Held
110K
Value
$21.81M
Salesforce, Inc.
CRM
Shares Held
99K
Value
$18.50M
Alphabet Inc.
GOOG
Shares Held
95K
Value
$27.33M
Mastercard Incorporated
MA
Shares Held
67K
Value
$33.64M
NVIDIA Corporation
NVDA
Shares Held
64K
Value
$11.16M
MSCI Inc.
MSCI
Shares Held
62K
Value
$33.23M
Visa Inc.
V
Shares Held
52K
Value
$15.75M