Cavalier Investments
Latest statistics and disclosures from Cavalier Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, SPY, XLC, AVGO, SMH, and represent 38.77% of Cavalier Investments's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$56M), SPY (+$15M), XLC (+$14M), NEM (+$13M), IWM (+$11M), TSLA (+$8.9M), GE (+$6.8M), TLT (+$5.8M), IGLD (+$5.6M), MSTR.
- Started 6 new stock positions in NVDA, IBIT, UVIX, MSTR, NEM, IGLD.
- Reduced shares in these 10 stocks: AVGO (-$1.2B), AMZN (-$16M), META (-$15M), HWM (-$12M), QQQ (-$5.9M), RKLB (-$5.4M), MSFT, XLK, CEG, NRG.
- Sold out of its positions in AMD, ANET, COMM, FSS, MDGL, NRG, RKLB, SMCI, TRGP.
- Cavalier Investments was a net seller of stock by $-1.2B.
- Cavalier Investments has $340M in assets under management (AUM), dropping by 2.97%.
- Central Index Key (CIK): 0001655543
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Portfolio Holdings for Cavalier Investments
Cavalier Investments holds 68 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation Call Option (NVDA) | 16.5 | $56M | NEW | 3.0k | 18658.00 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.8 | $27M | +135% | 42k | 629.09 |
|
| Select Sector Spdr Tr Communication (XLC) | 5.3 | $18M | +388% | 168k | 106.38 |
|
| Broadcom Call Option (AVGO) | 4.9 | $17M | -98% | 500.00 | 32991.00 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 4.4 | $15M | 51k | 290.84 |
|
|
| Microsoft Corporation (MSFT) | 3.9 | $13M | -25% | 28k | 480.74 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 3.8 | $13M | +499% | 60k | 215.13 |
|
| Newmont Mining Corporation Call Option (NEM) | 3.7 | $13M | NEW | 1.5k | 8431.00 |
|
| Tesla Motors (TSLA) | 3.6 | $12M | +267% | 39k | 315.60 |
|
| Meta Platforms Cl A (META) | 3.5 | $12M | -56% | 17k | 700.88 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.1 | $10M | -36% | 20k | 511.24 |
|
| JPMorgan Chase & Co. (JPM) | 2.6 | $8.7M | +5% | 36k | 246.01 |
|
| Boston Scientific Corporation (BSX) | 2.3 | $7.9M | +52% | 77k | 102.34 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.2 | $7.5M | +358% | 83k | 89.37 |
|
| Ge Aerospace Com New (GE) | 2.2 | $7.4M | +1217% | 28k | 266.94 |
|
| Palantir Technologies Cl A (PLTR) | 2.1 | $7.1M | +5% | 50k | 140.90 |
|
| Vanguard World Financials Etf (VFH) | 2.0 | $7.0M | +5% | 71k | 98.17 |
|
| Select Sector Spdr Tr Financial (XLF) | 2.0 | $6.8M | +6% | 148k | 45.87 |
|
| First Tr Exchange-traded Ft Vest Gold (IGLD) | 1.7 | $5.6M | NEW | 235k | 23.94 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 1.5 | $5.2M | +5% | 69k | 76.13 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 1.3 | $4.3M | 41k | 104.51 |
|
|
| Strategy Cl A New (MSTR) | 1.1 | $3.8M | NEW | 12k | 322.21 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.0 | $3.2M | NEW | 50k | 65.00 |
|
| Spdr Series Trust Nyse Tech Etf (XNTK) | 0.9 | $3.0M | -15% | 11k | 272.23 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.9 | $2.9M | +40% | 38k | 76.40 |
|
| Verisk Analytics (VRSK) | 0.9 | $2.9M | +5% | 14k | 215.81 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.8 | $2.8M | +5% | 7.8k | 357.39 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.7 | $2.4M | -3% | 10k | 239.64 |
|
| Constellation Energy (CEG) | 0.7 | $2.4M | -61% | 12k | 197.94 |
|
| Spdr Series Trust S&p Cap Mkts (KCE) | 0.7 | $2.3M | 26k | 87.00 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.7 | $2.3M | -66% | 9.9k | 226.98 |
|
| Badger Meter (BMI) | 0.7 | $2.2M | +5% | 14k | 162.67 |
|
| At&t (T) | 0.7 | $2.2M | +5% | 128k | 17.23 |
|
| Copart (CPRT) | 0.6 | $2.2M | +5% | 54k | 41.15 |
|
| Zeta Global Holdings Corp Cl A (ZETA) | 0.6 | $2.1M | -33% | 105k | 19.83 |
|
| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.6 | $2.1M | -2% | 36k | 57.19 |
|
| Novo-nordisk A S Adr (NVO) | 0.6 | $2.0M | +81% | 42k | 48.27 |
|
| Frontdoor (FTDR) | 0.5 | $1.8M | +5% | 32k | 55.35 |
|
| Spdr Series Trust Aerospace Def (XAR) | 0.5 | $1.7M | 14k | 125.24 |
|
|
| Ishares Tr Msci Poland Etf (EPOL) | 0.5 | $1.6M | +5% | 53k | 29.52 |
|
| CBOE Holdings (CBOE) | 0.5 | $1.5M | +5% | 9.9k | 154.85 |
|
| TransDigm Group Incorporated (TDG) | 0.4 | $1.5M | +4% | 2.0k | 740.27 |
|
| Ishares Msci Austria Etf (EWO) | 0.4 | $1.4M | 50k | 28.01 |
|
|
| Howmet Aerospace (HWM) | 0.4 | $1.3M | -90% | 27k | 47.62 |
|
| Vs Trust 2x Long Vix Futu (UVIX) | 0.4 | $1.2M | NEW | 123k | 9.93 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.2M | +105% | 3.4k | 355.47 |
|
| Global X Fds Gb Msci Ar Etf (ARGT) | 0.4 | $1.2M | +5% | 24k | 49.72 |
|
| Ameriprise Financial (AMP) | 0.3 | $956k | +4% | 2.8k | 342.90 |
|
| Ies Hldgs (IESC) | 0.3 | $916k | +4% | 5.8k | 157.66 |
|
| Tyler Technologies (TYL) | 0.2 | $847k | +3% | 1.6k | 523.99 |
|
| Vistra Energy (VST) | 0.2 | $810k | -66% | 4.9k | 163.64 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $802k | 966.00 | 830.52 |
|
|
| Archrock (AROC) | 0.2 | $756k | +5% | 34k | 22.43 |
|
| Booking Holdings (BKNG) | 0.2 | $754k | 296.00 | 2546.66 |
|
|
| Ecolab (ECL) | 0.2 | $753k | +5% | 3.8k | 196.38 |
|
| Amazon (AMZN) | 0.2 | $660k | -95% | 3.7k | 179.05 |
|
| Winmark Corporation (WINA) | 0.2 | $645k | +3% | 1.8k | 362.36 |
|
| Apple (AAPL) | 0.2 | $554k | +3% | 3.3k | 166.62 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $502k | 12k | 42.37 |
|
|
| Global X Fds Glbx Msci Colum (COLO) | 0.1 | $495k | +5% | 17k | 29.41 |
|
| Tidal Trust Ii Yieldmax Googl (GOOY) | 0.1 | $440k | +40% | 31k | 14.15 |
|
| Tidal Trust Ii Yieldmax Aapl (APLY) | 0.1 | $377k | +40% | 28k | 13.62 |
|
| Tidal Trust Ii Yieldmax Nvda (NVDY) | 0.1 | $372k | +40% | 22k | 16.80 |
|
| Tidal Trust Ii Yieldmax Msft Op (MSFO) | 0.1 | $371k | +40% | 21k | 17.42 |
|
| Tidal Trust Ii Yieldmax Meta (FBY) | 0.1 | $352k | +40% | 22k | 15.72 |
|
| Tidal Trust Ii Yieldmax Amzn Op (AMZY) | 0.1 | $336k | +40% | 24k | 14.23 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $221k | +5% | 2.5k | 88.47 |
|
| Rigetti Computing Common Stock (RGTI) | 0.1 | $220k | -47% | 26k | 8.47 |
|
Past Filings by Cavalier Investments
SEC 13F filings are viewable for Cavalier Investments going back to 2015
- 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
- Cavalier Investments 2021 Q3 filed Nov. 2, 2021