Waterloo Capital, L.P. Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$1.4T

Holdings

456

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (456 positions)

#StockSharesValue% PortfolioType
101
IYKISHARES U.S. CONSUMER STAPLES ETF
18,535$00.00%
102
CITCINTAS CORP
6,684$00.00%
103
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
10,104$00.00%
104
PRPERMIAN RESOURCES CORP CLASS A COM
21,773$00.00%
105
IGROISHARES INTERNATIONAL DIVIDEND GROWTH ETF
2,858$00.00%
106
RTXRTX CORPORATION COM
3,037$00.00%
107
KOCOCA COLA CO COM
55,379$00.00%
108
PJANInnovator US Equity Power Buffer - Jan
4,304$00.00%
109
GILDGILEAD SCIENCES INC
5,006$00.00%
110
JPIEJPMORGAN INCOME ETF
185,167$00.00%
111
BDECInnovator US Equity Buffer - December
5,203$00.00%
112
GSIEGOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
12,671$00.00%
113
PEOEXELON CORP COM
8,528$00.00%
114
XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
4,698$00.00%
115
VTRSVIATRIS INC COM
12,080$00.00%
116
TSNTYSON FOODS INC CL A
38,417$00.00%
117
VTIVANGUARD TOTAL STOCK MARKET ETF
10,283$00.00%
118
VOVANGUARD MID-CAP ETF
1,853$00.00%
119
PANWPALO ALTO NETWORKS INC COM
10,850$00.00%
120
IEIISHARES 3-7 YEAR TREASURY BOND ETF
9,700$00.00%
121
SCHBSCHWAB ETFS- US BROAD MARKET ETF
38,283$00.00%
122
IBMINTL BUSINESS MACHINES
8,856$00.00%
123
WBDDISCOVERY HLDG CO
8,981$00.00%
124
PGRPROGRESSIVE CORP COM
10,041$00.00%
125
TAT&T INC COM
59,727$00.00%
126
LOWLOWES COS INC COM
3,923$00.00%
127
INFLHORIZON KINETICS INFLATION BENEFICIARIES ETF
100,041$00.00%
128
DOWDOW HLDGS INC COM
11,053$00.00%
129
JBHTHUNT J B TRANS SVCS INC COM
8,832$00.00%
130
MGVVANGUARD MEGA CAP VALUE ETF
3,034$00.00%
131
ALNYALNYLAM PHARMACEUTICALS INC COM
605$00.00%
132
AMTAMERICAN TOWER CORP
8,679$00.00%
133
AFLAFLAC INC COM
3,396$00.00%
134
GOOGALPHABET INC CAP STK CL C
37,776$00.00%
135
WINNHarbor Long-Term Growers ETF
67,256$00.00%
136
CVXCHEVRON CORPORATION COM
8,963$00.00%
137
ACIOAPTUS COLLARED INVESTMENT OPPORTUNITY ETF
759,401$00.00%
138
PGPROCTER & GAMBLE CO COM
11,502$00.00%
139
COSTCOSTCO WHOLESALE CORP
2,631$00.00%
140
CHECHEMED CORP NEW COM
3,429$00.00%
141
IDXXIDEXX LABS INC COM
348$00.00%
142
SEASEABRIDGE GOLD INC
7,000$00.00%
143
ALLEALLEGION PLC
9,191$00.00%
144
QUALISHARES MSCI USA QUALITY FACTOR ETF
32,527$00.00%
145
ETENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP
28,806$00.00%
146
BABOEING CO COM
3,352$00.00%
147
SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF
194,087$00.00%
148
OHIOMEGA HEALTHCARE INVS INC COM
131,555$00.00%
149
GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
14,003$00.00%
150
BAC 7.25 PERP LBANK AMERICA CORP 7.25CNV PFD L
495$00.00%
151
UBERUBER TECHNOLOGIES INC COM
24,559$00.00%
152
TNLTRAVEL PLUS LEISURE CO COM
54,583$00.00%
153
BJANInnovator US Equity Buffer - January
8,015$00.00%
154
ABNBAIRBNB INC COM CL A
1,674$00.00%
155
STESTERIS PLC SHS USD
2,520$00.00%
156
ADMARCHER DANIELS MIDLAND CO COM
6,473$00.00%
157
AMZNAMAZON.COM INC
59,339$00.00%
158
ENBENBRIDGE INC COM
19,196$00.00%
159
SYYSYSCO CORP COM
5,227$00.00%
160
SJMJ M SMUCKER CO NEW
3,626$00.00%
161
PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
8,637$00.00%
162
TFLOISHARES TREASURY FLOATING RATE BOND ETF
11,390$00.00%
163
SCHZSCHWAB US AGGREGATE BOND ETF
11,573$00.00%
164
AMDADVANCED MICRO DEVICES INC COM
6,691$00.00%
165
SPHYSTATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
412,055$00.00%
166
FANGDIAMONDBACK ENERGY INC COM
13,183$00.00%
167
IDUBAPTUS INTERNATIONAL ENHANCED YIELD
976,956$00.00%
168
DISDISNEY WALT CO COM
4,812$00.00%
169
APPAPPLOVIN CORP COM CL A
2,014$00.00%
170
ACWXISHARES MSCI ACWI EX U.S. ETF
88,506$00.00%
171
SCHPSCHWAB US TIPS ETF
8,552$00.00%
172
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
57,256$00.00%
173
FDXFEDEX CORP
2,262$00.00%
174
VOOVANGUARD S&P 500 ETF
32,082$00.00%
175
KTOSKRATOS DEFENSE & SEC SOLUTIONS COM NEW
24,526$00.00%
176
IJRISHARES S&P SMALLCAP 600 ETF
9,288$00.00%
177
BRZEBRAZE INC COM CL A
24,225$00.00%
178
VTVVANGUARD VALUE ETF
1,220$00.00%
179
TRVTRAVELERS COMPANIES INC COM
913$00.00%
180
PFEPFIZER INC COM
26,161$00.00%
181
MSCIMSCI INC COM
419$00.00%
182
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
12,241$00.00%
183
FITBFIFTH THIRD BANCORP
75,858$00.00%
184
BXMTBLACKSTONE MTG TR INC COM CL A
18,235$00.00%
185
SHYISHARES 1-3 YEAR TREASURY BOND ETF
14,569$00.00%
186
APDAIR PRODUCTS AND CHEMICALS INC COM
1,538$00.00%
187
EMREMERSON ELEC CO COM
16,995$00.00%
188
PHMPULTE GROUP INC COM
3,494$00.00%
189
AORISHARES CORE 60/40 BALANCED ALLOCATION ETF
19,733$00.00%
190
MTGMGIC INVT CORP WIS COM
39,599$00.00%
191
GPIXGOLDMAN SACHS S&P 500 PREMIUM INCOME ETF
4,332$00.00%
192
ANETARISTA NETWORKS INC COM SHS
4,659$00.00%
193
ADSKAUTODESK INC COM
919$00.00%
194
SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
394,930$00.00%
195
AAPLAPPLE INC
139,654$00.00%
196
APHAMPHENOL CORP CL A
14,359$00.00%
197
MEDPMEDPACE HLDGS INC COM
366$00.00%
198
IWDISHARES RUSSELL 1000 VALUE ETF
151,923$00.00%
199
ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF
2,279$00.00%
200
BXSLBLACKSTONE SECD LENDING FD COMMON STOCK
142,273$00.00%
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