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Portfolio (Quarterly) Guide ↗

Waterloo Capital, L.P.

· CIK 0001730942
13F Portfolio $1.8B AUM 560 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 560 New
Page 11 of 28  ·  560 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DLR DIGITAL REALTY TRUST INC Real Estate 8,143.0 $1.5M 0.08% NEW $179.57 +7.1%
202 EMO CLEARBRIDGE ENERGY MIDSTREAM O COM Financial Services 29,152.0 $1.5M 0.08% NEW $50.10 +7.9%
203 CVX CHEVRON CORPORATION COM Energy 8,787.0 $1.5M 0.08% NEW $165.76 +20.6%
204 GLD SPDR GOLD ETF Financial Services 3,940.0 $1.5M 0.08% NEW $368.39 +16.2%
205 CPRT COPART INC Industrials 51,365.0 $1.4M 0.08% NEW $28.19 +18.2%
206 IJR ISHARES S&P SMALLCAP 600 ETF 9,666.0 $1.4M 0.08% NEW $148.31 -1.1%
207 TXN TEXAS INSTRS INC COM Technology 4,771.0 $1.4M 0.08% NEW $298.07 -12.8%
208 IYK ISHARES U.S. CONSUMER STAPLES ETF 18,727.0 $1.4M 0.08% NEW $72.66 +4.6%
209 LIN LINDE PLC SHS Basic Materials 2,617.0 $1.4M 0.08% NEW $518.86 -6.1%
210 IVW ISHARES S&P 500 GROWTH ETF 9,848.0 $1.4M 0.08% NEW $137.53 +0.9%
211 LEIDOS HOLDINGS INC COM 12,875.0 $1.3M 0.07% NEW $102.97
212 LNG CHENIERE ENERGY INC COM NEW Energy 5,463.0 $1.3M 0.07% NEW $238.99 +16.7%
213 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 11,078.0 $1.3M 0.07% NEW $117.28 +0.6%
214 ETN EATON CORP PLC SHS Industrials 2,978.0 $1.3M 0.07% NEW $426.14 -4.0%
215 CSCO CISCO SYS INC Technology 10,741.0 $1.3M 0.07% NEW $117.46 -5.4%
216 RAAX VANECK REAL ASSETS ETF 31,375.0 $1.2M 0.07% NEW $39.67 +5.2%
217 SNDK SANDISK CORP COM Technology 539.0 $1.2M 0.07% NEW $2273.73 -34.9%
218 VT VANGUARD TOTAL WORLD STOCK ETF 7,803.0 $1.2M 0.07% NEW $156.94 +2.6%
219 SCHF SCHWAB INTERNATIONAL EQUITY ETF 43,446.0 $1.2M 0.07% NEW $27.70 +3.2%
220 IWO ISHARES RUSSELL 2000 GROWTH ETF 3,043.0 $1.2M 0.07% NEW $393.96 -2.1%
Page 11 of 28  ·  560 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.1%
Financial Services 17.1%
Consumer Defensive 12.4%
Real Estate 7.5%
Industrials 6.8%
Healthcare 6.7%
Consumer Cyclical 6.4%
Utilities 4.6%
Energy 3.6%
Communication Services 3.3%