Arkolith/Funds/Petrus Trust Company, LTA

Petrus Trust Company, LTA

CIK 1473429Bank / broker
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Petrus Trust Company, LTA holds a focused book of 27 stocks worth $915.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Thermo Fisher Scientific Inc and trimmed Corpay Inc. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 26% of the equity book.

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Use Arkolith to show Petrus Trust Company, LTA's latest
holdings, largest changes, and filing provenance.
Opened
4
new positions
Added to
11
existing
Trimmed
4
reduced
Sold out
3
exited

Concentration

Top-heavy: focused book

Top 5 holdings
50%
Top 10 holdings
69%
Top 20 holdings
93%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

69% mapped to company sectors

ETF / fund or unclassified
31%
Information Technology
23%
Financials
17%
Industrials
14%
Consumer Discretionary
10%
Materials
4%
Communication Services
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

27 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$234.0M359.8K
25.6%
+13%
Added · +43K sh
2Corpay Inc
COM SHS
$61.7M212.0K
6.7%
−11%
Reduced · −25K sh
3Amazon Com Inc
COM
$60.7M291.6K
6.6%
−5.2%
Reduced · −16K sh
4Microsoft Corp
COM
$52.4M141.5K
5.7%
−5.6%
Reduced · −8K sh
5Aon PLC
SHS CL A
$49.5M153.3K
5.4%
+6.5%
Added · +9K sh
6Taiwan Semiconductor Manufac
SPONSORED ADS
$45.3M134.0K
5.0%
+25%
Added · +26K sh
7Mastercard Incorporated
CL A
$33.6M67.3K
3.7%
Held
8Msci Inc
COM
$33.2M61.6K
3.6%
+2.6%
Added · +2K sh
9Autozone Inc
COM
$32.1M9.5K
3.5%
+3.1%
Added · +285 sh
10Costar Group Inc
COM
$30.5M756.2K
3.3%
+20%
Added · +127K sh
11Alphabet Inc
CAP STK CL C
$27.3M95.3K
3.0%
Held
12Sap SE
SPON ADR
$26.1M152.5K
2.9%
Held
13Kimberly-Clark Corp
COM
$26.1M270.4K
2.9%
+48%
Added · +88K sh
14Fair Isaac Corp
COM
$24.0M22.5K
2.6%
+17%
Added · +3K sh
15Invesco Exchange Traded FD T
S&P500 EQL WGT
$23.2M120.8K
2.5%
Held
16Ishares TR
IBOXX INV CP ETF
$22.0M202.0K
2.4%
Held
17Progressive Corp
COM
$21.8M110.0K
2.4%
Held
18Salesforce Inc
COM
$18.5M99.1K
2.0%
−26%
Reduced · −34K sh
19Thermo Fisher Scientific Inc
COM
$17.2M35.0K
1.9%
New
New position
20Visa Inc
COM CL A
$15.7M52.1K
1.7%
+32%
Added · +13K sh
21Warner Bros Discovery Inc
COM SER A
$12.5M455.0K
1.4%
New
New position
22Nvidia Corporation
COM
$11.2M64.0K
1.2%
New
New position
23Ranpak Holdings Corp
COM CL A
$10.6M2.97M
1.2%
+3.5%
Added · +100K sh
24Schein Henry Inc
COM
$9.9M135.0K
1.1%
New
New position
25Alphabet Inc
CAP STK CL A
$8.1M28.3K
0.9%
+19%
Added · +5K sh
26Goodrx Hldgs Inc
COM CL A
$6.1M3.10M
0.7%
Held
27Klarna Group PLC
SHS
$1.6M122.0K
0.2%
Held
Showing all 27 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202627$915.1M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202626$988.7M13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025164$912.7M13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025499$963.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.