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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 $1,344,884,137
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 74,534 $49,885,646 3.71%
2.
Spdr Series Trust
 410,427 $42,893,772 3.19%
3.
Walmart Inc.
 WMT 403,744 $41,593,713 3.09%
4.
Aptus Collared Investment Opportunity Etf
 841,167 $36,531,881 2.72%
5.
Apple Inc.
 AAPL 132,095 $33,635,368 2.5%
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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