Waterloo Capital, L.P. Q1 2025 Filing

Filed May 12, 2025

Portfolio Value

$1.1T

Holdings

390

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (390 positions)

#StockSharesValue% PortfolioType
101
AMANTERO MIDSTREAM CORP COM
155,693$2.8M0.00%
102
ATOATMOS ENERGY CORP COM
17,896$2.8M0.00%
103
LLYELI LILLY & CO COM
3,194$2.6M0.00%
104
BILSPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF
28,570$2.6M0.00%
105
KELKELLANOVA COM
31,476$2.6M0.00%
106
LADRLADDER CAP CORP CL A
226,142$2.6M0.00%
107
TNLTRAVEL PLUS LEISURE CO COM
55,533$2.6M0.00%
108
HDHOME DEPOT
6,769$2.5M0.00%
109
SPGIS&P GLOBAL INC COM
4,834$2.5M0.00%
110
SCHGSCHWAB US LARGE CAP GROWTH ETF
90,455$2.3M0.00%
111
ISRGINTUITIVE SURGICAL, INC.
4,515$2.2M0.00%
112
COSTCOSTCO WHOLESALE CORP
2,357$2.2M0.00%
113
ROPROPER INDUSTRIES INC
3,715$2.2M0.00%
114
BRBROADRIDGE FINL SOLUTIONS INC COM
8,916$2.2M0.00%
115
TSLXSIXTH STREET SPECIALTY LENDING COM
96,411$2.2M0.00%
116
BACBANK AMERICA CORP COM
51,088$2.1M0.00%
117
VNOVORNADO REALTY TRUST
56,867$2.1M0.00%
118
NEENEXTERA ENERGY INC COM
29,578$2.1M0.00%
119
AMTAMERICAN TOWER CORP
9,625$2.1M0.00%
120
ORCLORACLE CORPORATION
14,825$2.1M0.00%
121
BKAGBNY MELLON CORE BOND ETF
48,243$2.0M0.00%
122
CHECHEMED CORP NEW COM
3,276$2.0M0.00%
123
CPRTCOPART INC
35,565$2.0M0.00%
124
UGIUGI CORP NEW COM
60,794$2.0M0.00%
125
HFXINYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF
72,928$2.0M0.00%
126
BACVERIZON COMMUNICATIONS
44,043$2.0M0.00%
127
LTCLTC PPTYS INC COM
55,839$2.0M0.00%
128
CINFCINCINNATI FINL CORP COM
13,254$2.0M0.00%
129
GBDCGOLUB CAP BDC INC COM
127,903$1.9M0.00%
130
DOCHEALTHPEAK PPTY INC.
95,524$1.9M0.00%
131
BLKBLACKROCK INC
1,966$1.9M0.00%
132
AGNCAMERICAN CAPITAL AGENCY CORP.
192,138$1.8M0.00%
133
TJXTJX COS INC NEW COM
14,838$1.8M0.00%
134
IYEISHARES U.S. ENERGY ETF
36,600$1.8M0.00%
135
FANGDIAMONDBACK ENERGY INC COM
11,094$1.8M0.00%
136
PLTRPALANTIR TECHNOLOGIES INC CL A
20,845$1.8M0.00%
137
NOWSERVICENOW INC COM
2,203$1.8M0.00%
138
UBERUBER TECHNOLOGIES INC COM
23,778$1.7M0.00%
139
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
38,699$1.7M0.00%
140
TSNTYSON FOODS INC CL A
26,453$1.7M0.00%
141
TIPISHARES TIPS BOND ETF
15,084$1.7M0.00%
142
WINNHarbor Long-Term Growers ETF
67,526$1.7M0.00%
143
PWRQUANTA SERVICES INC
6,399$1.6M0.00%
144
TAT&T INC COM
57,407$1.6M0.00%
145
HSTHOST MARRIOTT CORP NEW REIT
113,375$1.6M0.00%
146
IYJISHARES U.S. INDUSTRIALS ETF
11,946$1.6M0.00%
147
LINLINDE PLC SHS
3,198$1.5M0.00%
148
SLGSL GREEN RLTY CORP COM
25,777$1.5M0.00%
149
CVXCHEVRON CORP NEW COM
8,396$1.4M0.00%
150
ABGCENCORA INC COM
4,937$1.4M0.00%
151
JHMMJOHN HANCOCK MULTIFACTOR MID CAP ETF
23,922$1.4M0.00%
152
IYKISHARES U.S. CONSUMER STAPLES ETF
18,624$1.3M0.00%
153
EMREMERSON ELEC CO COM
12,067$1.3M0.00%
154
ETNEATON CORP PLC SHS
4,852$1.3M0.00%
155
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
6,382$1.3M0.00%
156
PANWPALO ALTO NETWORKS INC COM
7,618$1.3M0.00%
157
AQLTISHARES U.S. TREASURY BOND ETF
55,874$1.3M0.00%
158
IBMINTL BUSINESS MACHINES
5,121$1.3M0.00%
159
AOAISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
16,311$1.2M0.00%
160
AORISHARES CORE 60/40 BALANCED ALLOCATION ETF
21,439$1.2M0.00%
161
WELLWELLTOWER INC COM
7,982$1.2M0.00%
162
CASYCASEYS GEN STORES INC COM
2,746$1.2M0.00%
163
PKGPACKAGING CORP OF AMERICA
5,915$1.2M0.00%
164
CITCINTAS CORP
5,670$1.2M0.00%
165
LHXL3HARRIS TECHNOLOGIES INC COM
5,451$1.1M0.00%
166
BKLNINVESCO SENIOR LOAN ETF
54,652$1.1M0.00%
167
IJRISHARES S&P SMALLCAP 600 ETF
10,815$1.1M0.00%
168
TMOTHERMO FISHER SCIENTIFIC INC COM
2,251$1.1M0.00%
169
PEPPEPSICO INC COM
7,435$1.1M0.00%
170
QCOMQUALCOMM INC COM
7,168$1.1M0.00%
171
MAMASTERCARD INC
1,991$1.1M0.00%
172
GQ9SPDR GOLD ETF
3,780$1.1M0.00%
173
KRKROGER CO COM
16,046$1.1M0.00%
174
CRMSALESFORCE COM
3,970$1.1M0.00%
175
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF
18,619$1.1M0.00%
176
MCDMCDONALDS CORP COM
3,368$1.1M0.00%
177
WMBWILLIAMS COS INC COM
16,874$1.0M0.00%
178
ALLEALLEGION PLC
7,585$989K0.00%
179
VUGVANGUARD GROWTH ETF
2,555$947K0.00%
180
MUSAMURPHY USA INC COM
2,015$946K0.00%
181
BAC 7.25 PERP LBANK AMERICA CORP 7.25CNV PFD L
753$929K0.00%
182
ENBENBRIDGE INC COM
20,870$924K0.00%
183
SCHBSCHWAB ETFS- US BROAD MARKET ETF
40,982$882K0.00%
184
GRMNGARMIN LTD
4,050$879K0.00%
185
BRZEBRAZE INC COM CL A
24,002$865K0.00%
186
LENLENNAR CORP CL A
7,378$846K0.00%
187
KTOSKRATOS DEFENSE & SEC SOLUTIONS COM NEW
28,451$844K0.00%
188
SYYSYSCO CORP COM
11,187$839K0.00%
189
ADPAUTOMATIC DATA PROCESSING INC COM
2,724$832K0.00%
190
JBHTHUNT J B TRANS SVCS INC COM
5,497$813K0.00%
191
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
4,020$812K0.00%
192
IQSUNYLI CANDRIAM U.S. LARGE CAP EQUITY ETF
17,885$811K0.00%
193
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
1$798K0.00%
194
LOWLOWES COS INC COM
3,414$796K0.00%
195
ALSALLSTATE CORP
3,843$795K0.00%
196
TXNTEXAS INSTRS INC COM
4,423$794K0.00%
197
ABTABBOTT LABS COM
5,958$790K0.00%
198
GLDMSPDR GOLD MINISHARES TRUST
12,695$785K0.00%
199
VLTOVERALTO CORP COM SHS
7,999$779K0.00%
200
DEDEERE & CO COM
1,655$777K0.00%
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