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Cavalier Investments

Latest statistics and disclosures from Cavalier Investments's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, QQQ, SMH, IWM, GE, and represent 75.77% of Cavalier Investments's stock portfolio.
Added to shares of these 10 stocks: SPY (+$642M), QQQ (+$532M), SMH (+$92M), GE (+$64M), IWM (+$62M), LRCX (+$51M), NVDA (+$39M), JPM (+$33M), WDC (+$28M), RDDT (+$23M).
Started 7 new stock positions in NRG, WDC, XLV, IONQ, LRCX, USOI, RDDT.
Reduced shares in these 10 stocks: AVGO (-$17M), META (-$10M), CEG, , , CPRT, ZETA, FTDR, TDG, UVIX.
Sold out of its positions in AMP, BKNG, AVGO, CPRT, ECL, FTDR, TDG, TYL, VRSK, VRTX. VRT, UVIX, WINA, ZETA.
Cavalier Investments was a net buyer of stock by $1.6B.
Cavalier Investments has $1.9B in assets under management (AUM), dropping by 472.70%.
Central Index Key (CIK): 0001655543

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Positions held by Cavalier Investments consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cavalier Investments

Cavalier Investments holds 61 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
SPDR S&P 500 ETF Tru st Tr Unit (SPY)	34.5	$671M	+2236%	983k	681.92	View chart
Invesco QQQ Trust Se ries 1 Unit Ser 1 (QQQ)	28.0	$545M	+4256%	887k	614.31	View chart
VanEck Vectors Semic onductor ETF Semiconductr Etf (SMH)	5.7	$111M	+496%	307k	360.13	View chart
iShares Russell 2000 ETF Russell 2000 Etf (IWM)	3.9	$76M	+416%	310k	246.16	View chart
General Electric Com New (GE)	3.7	$73M	+749%	236k	308.03	View chart
Lam Research Corp Com New (LRCX)	2.6	$51M	NEW	301k	171.18	View chart
JPMorgan Chase & Co. (JPM)	2.3	$44M	+284%	137k	322.22	View chart
NVIDIA Corporation (NVDA)	2.1	$40M	+7032%	214k	186.50	View chart
Western Digital (WDC)	1.4	$28M	NEW	162k	172.27	View chart
Communication Servic es Select Sector SPD State Street Com (XLC)	1.4	$27M	+34%	226k	117.72	View chart
Reddit Cl A (RDDT)	1.2	$23M	NEW	101k	229.87	View chart
Palantir Technologie s Cl A (PLTR)	1.1	$22M	+149%	125k	177.75	View chart
Microsoft Corporation (MSFT)	1.1	$21M	+59%	44k	483.62	View chart
Tesla Motors (TSLA)	1.1	$21M	+19%	46k	449.72	View chart
Select Sector Spdr Tr State Street Hea Call Option (XLV)	0.9	$17M	NEW	110k	154.80	View chart
iShares Bitcoin Trus t Shs Ben Int (IBIT)	0.7	$14M	+476%	288k	49.65	View chart
Vistra Energy (VST)	0.7	$13M	+1582%	83k	161.33	View chart
Boston Scientific Corporation (BSX)	0.5	$10M	+39%	108k	95.35	View chart
Ionq Inc Pipe (IONQ)	0.5	$9.8M	NEW	218k	44.87	View chart
Vanguard Financials ETF Financials Etf (VFH)	0.5	$9.8M	+3%	73k	133.49	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$9.4M	+29%	108k	87.16	View chart
SPDR Gold Shares Gold Shs (GLD)	0.4	$8.7M	+542%	22k	396.31	View chart
SPDR NYSE Technology ETF State Street Spd (XNTK)	0.4	$8.5M	+178%	31k	277.88	View chart
Financial Select Sec tor SPDR Fund State Street Fin (XLF)	0.4	$8.3M		151k	54.77	View chart
MicroStrategy Cl A New (MSTR)	0.4	$6.8M	+280%	45k	151.95	View chart
Newmont Mining Corporation (NEM)	0.3	$6.5M	+4213%	65k	99.85	View chart
Vanguard FTSE Europe ETF Ftse Europe Etf (VGK)	0.3	$5.9M	+3%	71k	83.61	View chart
FT Vest Gold Strateg y Target Income ETF Ft Vest Gold (IGLD)	0.3	$5.9M		235k	25.01	View chart
Howmet Aerospace (HWM)	0.3	$5.7M	+3%	28k	205.02	View chart
Novo Nordisk A/S Adr (NVO)	0.2	$4.3M	+104%	85k	50.88	View chart
VanEck Vectors Gold Miners ETF Gold Miners Etf (GDX)	0.2	$4.0M	+21%	46k	85.77	View chart
State Street SPDR S&P Capital Markets State Street Spd (KCE)	0.2	$3.9M		26k	149.93	View chart
SPDR Portfolio S&P 5 00 Growth ETF State Street Spd (SPYG)	0.2	$3.8M	-12%	36k	106.70	View chart
State Street SPDR Aerospace & Defense State Street Spd (XAR)	0.2	$3.3M		14k	241.24	View chart
At&t (T)	0.2	$3.3M	+3%	132k	24.84	View chart
Technology Select Se ctor SPDR Fund State Street Tec (XLK)	0.2	$3.0M	+106%	21k	143.97	View chart
CBOE Holdings (CBOE)	0.1	$2.6M	+3%	10k	251.00	View chart
Ies Hldgs (IESC)	0.1	$2.3M	+2%	6.0k	389.02	View chart
Global X MSCI Argent ina ETF Gb Msci Ar Etf (ARGT)	0.1	$2.3M	+3%	25k	91.41	View chart
Consumer Discretiona ry Select Sector SPD State Street Con (XLY)	0.1	$2.2M	+84%	19k	119.41	View chart
X-Links Crude Oil Sh ares Covered Call ET Etracs Crude Oil (USOI)	0.1	$2.0M	NEW	42k	47.33	View chart
iShares MSCI Poland ETF Msci Poland Etf (EPOL)	0.1	$1.9M	+3%	55k	35.19	View chart
SPDR Portfolio S&P 4 00 Mid Cap ETF State Street Spd (SPMD)	0.1	$1.8M	-12%	32k	57.91	View chart
Ishares Msci Austria Msci Austria Etf (EWO)	0.1	$1.8M		50k	35.47	View chart
Badger Meter (BMI)	0.1	$1.2M	-50%	6.8k	174.41	View chart
Eli Lilly & Co. (LLY)	0.1	$1.0M		966.00	1074.68	View chart
Meta Platforms Cl A (META)	0.0	$942k	-91%	1.4k	660.09	View chart
Apple (AAPL)	0.0	$924k	+2%	3.4k	271.86	View chart
Archrock (AROC)	0.0	$905k	+3%	35k	26.02	View chart
Amazon (AMZN)	0.0	$877k	+3%	3.8k	230.82	View chart
iShares Silver Trust Ishares (SLV)	0.0	$763k		12k	64.42	View chart
Constellation Energy (CEG)	0.0	$713k	-83%	2.0k	353.27	View chart
Global X MSCI Colomb ia ETF Glbx Msci Colum (COLO)	0.0	$619k	+3%	17k	35.64	View chart
Rigetti Computing In c Common Stock (RGTI)	0.0	$593k	+3%	27k	22.15	View chart
YieldMax GOOGL Optio n Income Strategy ET Yieldmax Googl (GOOY)	0.0	$552k	+21%	38k	14.60	View chart
YieldMax AAPL Option Income Strategy ETF Yieldmax Aapl (APLY)	0.0	$449k	+21%	34k	13.33	View chart
YieldMax MSFT Option Income Strategy ETF Yieldmax Msft Op (MSFO)	0.0	$400k	+21%	26k	15.45	View chart
YieldMax NVDA Option Income Strategy ETF Yieldmax Nvda (NVDY)	0.0	$393k	+21%	27k	14.61	View chart
Yieldmax Amzn Option Income ETF Yieldmax Amzn Op (AMZY)	0.0	$382k	+21%	29k	13.28	View chart
Yieldmax Meta Option Income Strategy ETF Yieldmax Meta (FBY)	0.0	$344k	+21%	27k	12.61	View chart
NRG Energy Com New (NRG)	0.0	$281k	NEW	1.8k	159.24	View chart

Past Filings by Cavalier Investments

SEC 13F filings are viewable for Cavalier Investments going back to 2015

Cavalier Investments 2025 Q4 filed Feb. 13, 2026
Cavalier Investments 2025 Q3 filed Nov. 14, 2025
Cavalier Investments 2025 Q2 filed July 30, 2025
Cavalier Investments 2025 Q1 filed April 24, 2025
Cavalier Investments 2024 Q4 filed Feb. 4, 2025
Cavalier Investments 2024 Q3 filed Oct. 24, 2024
Cavalier Investments 2024 Q2 filed Aug. 2, 2024
Cavalier Investments 2024 Q1 filed April 26, 2024
Cavalier Investments 2023 Q3 filed Oct. 23, 2023
Cavalier Investments 2023 Q2 filed Aug. 11, 2023
Cavalier Investments 2023 Q1 filed May 10, 2023
Cavalier Investments 2022 Q4 filed Feb. 10, 2023
Cavalier Investments 2022 Q3 filed Nov. 10, 2022
Cavalier Investments 2022 Q2 filed Aug. 4, 2022
Cavalier Investments 2022 Q1 filed May 4, 2022
Cavalier Investments 2021 Q4 filed Feb. 2, 2022

View all past filings

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