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)

StockValue
CWEN/ACLEARWAY ENERGY INC CL A
$0
CEGCONSTELLATION ENERGY CORP COM
$0
CAHCARDINAL HEALTH INC
$0
KRKROGER CO COM
$0
USFDUS FOODS HLDG CORP COM
$0
FXIISHARES FTSE CHINA ETF
$0
4I1PHILIP MORRIS INTL INC
$0
AQLTISHARES CORE MSCI EAFE ETF
$0
IUSBISHARES CORE TOTAL USD BOND MARKET ETF
$0
DVNDEVON ENERGY CORP
$0
BXBLACKSTONE GROUP LP
$0
XELXCEL ENERGY INC COM
$0
SLBSLB LIMITED COM STK
$0
PWRQUANTA SERVICES INC
$0
PSEPInnovator US Equity Power Buffer - Sept
$0
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$0
ADBEADOBE SYS INC
$0
VIGVANGUARD DIVIDEND APPRECIATION ETF
$0
SCHWSCHWAB CHARLES CORP COM
$0
HODLVANECK BITCOIN ETF
$0
KMIKINDER MORGAN INC DEL COM
$0
SCHASCHWAB ETFS- US SMALL-CAP ETF
$0
UPSUNITED PARCEL SERVICE INC
$0
TMUST-MOBILE US INC COM
$0
ADMEAPTUS DRAWDOWN MANAGED EQUITY ETF
$0
CIENCIENA CORP COM NEW
$0
SYKSTRYKER CORP
$0
URIUNITED RENTALS INC
$0
AMGNAMGEN INC
$0
MSIMOTOROLA SOLUTIONS INC COM NEW
$0
SBCSABRA HEALTH CARE REIT INC COM
$0
EWJISHARES MSCI JAPAN ETF
$0
NUENUCOR CORP COM
$0
VLOVALERO ENERGY CORP
$0
DHID R HORTON INC
$0
CLCOLGATE PALMOLIVE CO COM
$0
UPSDAPTUS LARGE CAP UPSIDE ETF
$0
JHEMJOHN HANCOCK MULTIFACTOR EMERGING MARKETS ETF
$0
GEGE AEROSPACE COM NEW
$0
ULTAULTA BEAUTY INC COM
$0
REMXVANECK RARE EARTH AND STRATEGIC METALS ETF
$0
CATCATERPILLAR INC COM
$0
MCOMOODYS CORP COM
$0
TJXTJX COS INC NEW COM
$0
VLTOVERALTO CORP COM SHS
$0
INTCINTEL CORP COM
$0
NDQPOWERSHARES QQQ TR
$0
JCIJOHNSON CTLS INC
$0
ABBVABBVIE INC COM
$0
XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
$0
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
$0
CLXCLOROX CO DEL COM
$0
SPTISTATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
$0
NEMNEWMONT CORP COM
$0
MOALTRIA GROUP INC COM
$0
MDLZMONDELEZ INTL INC CL A
$0
EMEEMCOR GROUP INC COM
$0
SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
$0
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$0
XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF
$0
POCTInnovator US Equity Power Buffer - Oct
$0
MNSTMONSTER BEVERAGE CORP
$0
EIXEDISON INTL COM
$0
IYHISHARES U.S. HEALTHCARE ETF
$0
IUSGISHARES CORE S&P U.S. GROWTH ETF
$0
IYJISHARES U.S. INDUSTRIALS ETF
$0
MLB1MERCADOLIBRE INC COM
$0
FSKFS KKR CAP CORP COM
$0
PLTRPALANTIR TECHNOLOGIES INC CL A
$0
REGNREGENERON PHARMACEUTICALS COM
$0
FFINFIRST FINL BANKSHARES INC COM
$0
GQINATIXIS GATEWAY QUALITY INCOME ETF
$0
ADPAUTOMATIC DATA PROCESSING INC COM
$0
LUNRINTUITIVE MACHINES INC CLASS A COM
$0
TSLATESLA MOTORS INC
$0
IQSUNYLI CANDRIAM U.S. LARGE CAP EQUITY ETF
$0
ALSALLSTATE CORP
$0
UNHUNITEDHEALTH GROUP
$0
BMYBRISTOL-MYERS SQUIBB CO COM
$0
MUMICRON TECHNOLOGY
$0
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
$0
DRSKAPTUS DEFINED RISK ETF
$0
LTCLTC PPTYS INC COM
$0
IWMISHARES RUSSELL 2000 ETF
$0
WDCWESTERN DIGITAL CORP COM
$0
TSLXSIXTH STREET SPECIALTY LENDING COM
$0
EPREPR PPTYS COM SH BEN INT
$0
VNQVANGUARD REAL ESTATE ETF
$0
SJNKSTATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
$0
KYNKAYNE ANDERSON MLP INVT CO
$0
BACVERIZON COMMUNICATIONS
$0
IUSVISHARES CORE S&P US VALUE ETF
$0
RFREGIONS FINANCIAL CORP NEW
$0
TFCTRUIST FINL CORP COM
$0
LENLENNAR CORP CL A
$0
IAU*ISHARES GOLD TRUST
$0
QCOMQUALCOMM INC COM
$0
DASHDOORDASH INC CL A
$0
SCHHSCH US REIT ETF
$0
GDGENERAL DYNAMICS CORP COM
$0
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