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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 21 of 28  ·  560 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 3,810.0 $393K 0.02% NEW $103.23 -0.8%
402 DIS DISNEY WALT CO COM Communication Services 4,076.0 $392K 0.02% NEW $96.25 +14.9%
403 KR KROGER CO COM Consumer Defensive 6,970.0 $387K 0.02% NEW $55.53 +6.4%
404 SMH PUT VANECK SEMICONDUCTOR ETF 600.0 $386K 0.02% NEW $643.93 -15.1%
405 COPP SPROTT COPPER MINERS ETF 10,042.0 $385K 0.02% NEW $38.30 +19.7%
406 SCHP SCHWAB US TIPS ETF 14,472.0 $384K 0.02% NEW $26.50 -1.9%
407 PAPR Innovator US Equity Power Buffer - April 9,002.0 $380K 0.02% NEW $42.20 +1.6%
408 ABT ABBOTT LABORATORIES COM Healthcare 4,164.0 $378K 0.02% NEW $90.75 +28.6%
409 IYR ISHARES US REAL ESTATE ETF 3,685.0 $377K 0.02% NEW $102.25 +3.1%
410 TER TERADYNE INC COM Technology 769.0 $372K 0.02% NEW $483.93 -24.6%
411 SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 12,349.0 $371K 0.02% NEW $30.01 -0.2%
412 NTR NUTRIEN LTD COM Basic Materials 5,856.0 $369K 0.02% NEW $62.95 +18.0%
413 LMT LOCKHEED MARTIN CORP Industrials 719.0 $366K 0.02% NEW $509.65 +10.7%
414 XNTK STATE STREET SPDR NYSE TECHNOLOGY ETF 938.0 $366K 0.02% NEW $390.65 -10.1%
415 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 6,516.0 $366K 0.02% NEW $56.16 +5.2%
416 AFL AFLAC INC COM Financial Services 3,085.0 $362K 0.02% NEW $117.24 +0.8%
417 ISHARES MSCI INTL QUALITY FACTOR ETF 7,258.0 $360K 0.02% NEW $49.55
418 XLE ENERGY SELECT SECTOR SPDR 6,753.0 $359K 0.02% NEW $53.11 +18.8%
419 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 7,895.0 $358K 0.02% NEW $45.34 -4.7%
420 ORACLE CORP 6.5 DEP CUM SR D 7,822.0 $352K 0.02% NEW $44.95
Page 21 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%