Long-term investor
Petrus Trust Company, Lta @petrustrustcompanylta
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001473429).
Record
- Tracked since 2025-06-30 (434 days), 132 trades recorded
- Returns: week n/a · month n/a · 90 days +10.7% · 6 months -3.2% · 1 year -1.8% · all -1.8%
- Max drawdown -12.6% · Sharpe -0.39 · win rate 6% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 28.4% · long · since 2025-06-30
- CPAY · 6.0% · long · since 2025-06-30
- TSM · 5.7% · long · since 2025-09-30
- AMZN · 5.5% · long · since 2025-06-30
- AON · 4.5% · long · since 2025-06-30
- GOOG · 4.3% · long · since 2025-06-30
- MSFT · 3.7% · long · since 2025-06-30
- NVDA · 3.7% · long · since 2026-03-31
- AZO · 3.1% · long · since 2025-06-30
- MSCI · 3.1% · long · since 2025-06-30
- FICO · 2.9% · long · since 2025-09-30
- KMB · 2.8% · long · since 2025-12-31