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Home > Institutional Investor > Waterloo Capital, L.p. > Profile

Instuitional Investor - Waterloo Capital, L.p.

Fund Profile
Filing Period:
Fund Name: Waterloo Capital, L.p.
Portfolio Value $1,388,703,464
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 78,692 $53,899,217 3.88%
2.
Walmart Inc.
 WMT 434,730 $48,433,281 3.49%
3.
Spdr Series Trust
 394,930 $42,138,992 3.03%
4.
Apple Inc.
 AAPL 139,654 $37,966,365 2.73%
5.
Aptus Collared Investment Opportunity Etf
 759,401 $33,185,824 2.39%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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