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Portfolio (Quarterly) Guide ↗

Petrus Trust Company, LTA

· CIK 0001473429
13F Portfolio $989M AUM 26 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 11 Added 4 Reduced 141 Exited
Page 3 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 TPC TUTOR PERINI CORP Industrials 3,783 $248K 0.03% SOLD
42 LZB LA Z BOY INC Consumer Cyclical 7,197 $247K 0.03% SOLD
43 TENB TENABLE HLDGS INC Technology 8,408 $245K 0.03% SOLD
44 ADT ADT INC DEL Industrials 28,141 $245K 0.03% SOLD
45 SIGA SIGA TECHNOLOGIES INC Healthcare 26,414 $242K 0.03% SOLD
46 CXM SPRINKLR INC Technology 31,208 $241K 0.03% SOLD
47 NDAQ NASDAQ INC Financial Services 2,711 $240K 0.03% SOLD
48 HNI HNI CORP Industrials 5,110 $239K 0.03% SOLD
49 NFLX NETFLIX INC Communication Services 199 $239K 0.03% SOLD
50 CTRN CITI TRENDS INC Consumer Cyclical 7,687 $239K 0.03% SOLD
51 REAX THE REAL BROKERAGE INC Real Estate 56,760 $237K 0.03% SOLD
52 TTEK TETRA TECH INC NEW Industrials 7,093 $237K 0.03% SOLD
53 CPRT COPART INC Industrials 5,243 $236K 0.03% SOLD
54 LIVN LIVANOVA PLC Healthcare 4,484 $235K 0.03% SOLD
55 XMTR XOMETRY INC Industrials 4,306 $235K 0.03% SOLD
56 RRR RED ROCK RESORTS INC Consumer Cyclical 3,840 $234K 0.03% SOLD
57 ATR APTARGROUP INC Healthcare 1,751 $234K 0.03% SOLD
58 GSL GLOBAL SHIP LEASE INC NEW Industrials 7,618 $234K 0.03% SOLD
59 KDP KEURIG DR PEPPER INC Consumer Defensive 9,147 $233K 0.03% SOLD
60 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 3,763 $232K 0.03% SOLD
Page 3 of 8  ·  141 positions
Sector Allocation
Financial Services 43.7%
Technology 27.5%
Consumer Cyclical 15.4%
Real Estate 4.9%
Communication Services 4.3%
Consumer Defensive 3.3%
Healthcare 1.0%