Waterloo Capital, L.P. - Portfolio overview

Waterloo Capital, L.P. has 548 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. WMT - WALMART INC COM, 4.26%
2. IVV - ISHARES S&P 500 INDEX, 3.54%
3. SPYG - STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF, 2.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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