Waterloo Capital, L.P. Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$1.2B

Holdings

456

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (456 positions)

StockValue
COFCAPITAL ONE FINANCIAL CORP
$698K
CBCHUBB LIMITED COM
$691K
RBLXROBLOX CORP CL A
$680K
BRZEBRAZE INC COM CL A
$679K
TFCTRUIST FINL CORP COM
$676K
HONHONEYWELL INTL INC
$672K
EFAISHARES MSCI EAFE ETF
$657K
DASHDOORDASH INC CL A
$644K
SYKSTRYKER CORP
$638K
RYANRYAN SPECIALTY HOLDINGS INC CL A
$633K
IYHISHARES U.S. HEALTHCARE ETF
$628K
RTXRTX CORPORATION COM
$628K
CAHCARDINAL HEALTH INC
$627K
IUSVISHARES CORE S&P US VALUE ETF
$626K
VLOVALERO ENERGY CORP
$613K
BABOEING CO COM
$610K
DISDISNEY WALT CO COM
$593K
OUTOUTFRONT MEDIA INC COM NEW
$589K
KNTKKINETIK HOLDINGS INC COM NEW CL A
$588K
BEPCBROOKFIELD RENEWABLE CORP CL A EX SUB VTG
$587K
CSCOCISCO SYS INC
$582K
KVUEKENVUE INC COM
$580K
ACNACCENTURE LTD BERMUDA CL A
$579K
XLVHEALTH CARE SELECT SECTOR SPDR FUND
$567K
MRKMERCK & CO INC
$565K
USFDUS FOODS HLDG CORP COM
$559K
PEPPEPSICO INC COM
$559K
DUKDUKE ENERGY CORP NEW COM NEW
$556K
SCHWSCHWAB CHARLES CORP COM
$553K
STESTERIS PLC SHS USD
$551K
ADBEADOBE SYS INC
$549K
PDECInnovator US Equity Power Buffer - Dec
$548K
IWFISHARES RUSSELL 1000 GROWTH ETF
$544K
SNOWSNOWFLAKE INC COM SHS
$540K
ETENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP
$535K
AXPAMERICAN EXPRESS CO COM
$534K
EPREPR PPTYS COM SH BEN INT
$533K
WHRWHIRLPOOL CORP COM
$526K
CATCATERPILLAR INC COM
$523K
GQINATIXIS GATEWAY QUALITY INCOME ETF
$520K
VOVANGUARD MID-CAP ETF
$518K
GSIEGOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
$513K
RJFRAYMOND JAMES FINL INC
$506K
CVSCVS HEALTH CORP COM
$501K
NUENUCOR CORP COM
$499K
VRSNVERISIGN INC
$495K
EQREQUITY RESIDENTIAL
$495K
FTAIFTAI AVIATION LTD SHS
$494K
ROSTROSS STORES INC
$486K
BB4BOFI HLDG INC
$483K
SCHVSCHWAB US LARGE CAP VALUE ETF
$481K
AMATAPPLIED MATLS INC COM
$462K
SCHHSCH US REIT ETF
$462K
NDAQNASDAQ INC COM
$458K
PLDPROLOGIS SHARE BENEFICIAL INT
$458K
COINCOINBASE GLOBAL INC COM CL A
$457K
OVLOVERLAY SHARES LARGE CAP EQUITY ETF
$456K
MCXMCCORMICK & CO INC COM NON VTG
$455K
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
$448K
PNRPENTAIR PLC SHS
$448K
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM
$445K
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$440K
PNOVInnovator US Equity Power Buffer - Nov
$438K
MNSTMONSTER BEVERAGE CORP
$438K
HSTHOST MARRIOTT CORP NEW REIT
$437K
VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
$435K
MUMICRON TECHNOLOGY
$435K
RCLROYAL CARIBBEAN GROUP COM
$435K
EPDENTERPRISE PRODS PARTNERS L P
$434K
XLIINDUSTRIAL SELECT SECTOR SPDR FUND
$431K
CLCOLGATE PALMOLIVE CO COM
$430K
APDAIR PRODS & CHEMS INC COM
$429K
PFEPFIZER INC COM
$425K
CGGOCAPITAL GROUP GLOBAL GROWTH EQUITY ETF
$419K
AOKISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF
$416K
KMBKIMBERLY-CLARK CORP COM
$415K
MSIMOTOROLA SOLUTIONS INC COM NEW
$412K
LMTLOCKHEED MARTIN CORP
$408K
PNCPNC FINL SVCS GROUP INC COM
$403K
BJANInnovator US Equity Buffer - January
$402K
SCHASCHWAB ETFS- US SMALL-CAP ETF
$398K
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF
$393K
COPCONOCOPHILLIPS COM
$393K
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$393K
MDLZMONDELEZ INTL INC CL A
$391K
WSOWATSCO INC COM
$386K
KBWDINVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF
$384K
PEOEXELON CORP COM
$383K
LRCXLAM RESEARCH CORP
$381K
IWMISHARES RUSSELL 2000 ETF
$381K
BBJPJPMORGAN BETABUILDERS JAPAN ETF
$377K
RYROYAL BK CDA COM
$376K
SYYSYSCO CORP COM
$376K
AOMISHARES CORE 40/60 MODERATE ALLOCATION ETF
$373K
DWDMORGAN STANLEY
$372K
GMGENERAL MTRS CO COM
$371K
BXMTBLACKSTONE MTG TR INC COM CL A
$367K
CMCSACOMCAST CORP NEW CL A
$362K
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
$358K
TOTLSPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
$355K
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