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
401
JCPBJPMORGAN CORE PLUS BOND ETF
452,260$00.00%
402
MUBISHARES NATIONAL MUNI BOND ETF
138,385$00.00%
403
SOSOUTHERN CO COM
43,762$00.00%
404
VWOVANGUARD FTSE EMERGING MARKETS ETF
174,333$00.00%
405
COPCONOCOPHILLIPS COM
4,550$00.00%
406
PCGPG&E CORP COM
11,427$00.00%
407
PAUGInnovator US Equity Power Buffer - Aug
5,167$00.00%
408
VTWOVANGUARD RUSSELL 2000 ETF
37,240$00.00%
409
PEPPEPSICO INC COM
8,357$00.00%
410
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
3,277$00.00%
411
IQVIQVIA HLDGS INC COM
1,331$00.00%
412
HDHOME DEPOT
7,641$00.00%
413
SPLVPOWERSHARES SP500 LOW VOLATILITY ETF
14,105$00.00%
414
LADRLADDER CAP CORP CL A
310,629$00.00%
415
WMTWALMART INC COM
434,730$00.00%
416
HSTHOST MARRIOTT CORP NEW REIT
166,859$00.00%
417
FEFIRSTENERGY CORP
56,875$00.00%
418
FCXFREEPORT MCMORAN COPPER
6,655$00.00%
419
LRCXLAM RESEARCH CORP
5,342$00.00%
420
NEENEXTERA ENERGY INC COM
36,182$00.00%
421
VSTVISTRA CORP COM
1,672$00.00%
422
HTGCHERCULES CAPITAL INC COM
185,319$00.00%
423
VLUSTATE STREET SPDR S&P 1500 VALUE TILT ETF
4,815$00.00%
424
GBILACCESS TREASURY 0-1 YEAR ETF
192,862$00.00%
425
KBESTATE STREET SPDR S&P BANK ETF
6,091$00.00%
426
PNRPENTAIR PLC SHS
4,083$00.00%
427
TRVCCITIGROUP INC
11,892$00.00%
428
MCDMCDONALDS CORP COM
8,557$00.00%
429
VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
3,856$00.00%
430
UGIUGI CORP NEW COM
75,375$00.00%
431
BILSPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF
7,539$00.00%
432
HLTHILTON WORLDWIDE HLDGS INC COM
976$00.00%
433
DMBSDOUBLELINE MORTGAGE ETF
8,598$00.00%
434
OVLOVERLAY SHARES LARGE CAP EQUITY ETF
9,130$00.00%
435
STXSEAGATE TECHNOLOGY
20,967$00.00%
436
XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
14,359$00.00%
437
DEFRAPTUS DEFERRED INCOME ETF
159,761$00.00%
438
NETCLOUDFLARE INC CL A COM
1,306$00.00%
439
AEPAMERICAN ELEC PWR CO INC COM
3,644$00.00%
440
CRWDCROWDSTRIKE HLDGS INC CL A
2,244$00.00%
441
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
274,102$00.00%
442
IBITISHARES BITCOIN TRUST ETF
71,928$00.00%
443
XOMEXXON MOBIL CORP COM
35,651$00.00%
444
SNOWSNOWFLAKE INC COM SHS
1,718$00.00%
445
EMLCVANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF
218,905$00.00%
446
LMTLOCKHEED MARTIN CORP
723$00.00%
447
BKNGBOOKING HOLDINGS INC COM
136$00.00%
448
SHWSHERWIN WILLIAMS CO COM
2,366$00.00%
449
IYEISHARES U.S. ENERGY ETF
37,390$00.00%
450
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
3,729$00.00%
451
FTCSFIRST TRUST CAPITAL STRENGTH ETF
38,063$00.00%
452
NDAQNASDAQ INC COM
2,834$00.00%
453
ADIANALOG DEVICES INC COM
1,238$00.00%
454
MCMOELIS & CO CL A
2,997$00.00%
455
USBUS BANCORP DEL COM NEW
7,727$00.00%
456
SBUXSTARBUCKS CORP
3,396$00.00%
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