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Cavalier Investments

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

Top 5 stock holdings are QQQ, SPY, SMH, XLK, NVDA, and represent 84.43% of Cavalier Investments's stock portfolio.
Added to shares of these 10 stocks: XLK (+$144M), SMH (+$123M), VWO (+$18M), XLI (+$17M), XLV (+$12M), MTUM (+$10M), IGF (+$9.9M), EFV (+$7.7M), HWM (+$7.6M), SOXX (+$6.3M).
Started 7 new stock positions in MTUM, VLUE, EFV, XLK, IGV, VWO, VNQ.
Reduced shares in these 10 stocks: QQQ (-$1.3B), SPY (-$518M), WDC (-$105M), , IWM (-$61M), GLD (-$58M), USO (-$37M), RKLB (-$33M), XLC (-$33M), KLAC (-$29M).
Sold out of its positions in T, AVAV, ALB, AAPL, AROC, BMY, CBOE, META, FCX, ARGT.
Cavalier Investments was a net seller of stock by $-2.1B.
Cavalier Investments has $2.4B in assets under management (AUM), dropping by -34.92%.
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 49 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	28.7	$691M	-64%	939k	736.40	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	27.4	$661M	-43%	885k	746.77	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	19.4	$468M	+35%	713k	655.89	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	6.0	$144M	NEW	756k	190.52	View chart
NVIDIA Corporation (NVDA)	2.9	$69M	-18%	345k	200.09	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	1.5	$36M	+92%	193k	185.23	View chart
Tesla Motors Call Option (TSLA)	1.0	$25M	-40%	60k	420.60	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	1.0	$25M	+98%	158k	158.66	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$25M	-70%	68k	368.38	View chart
Howmet Aerospace (HWM)	0.9	$22M	+51%	84k	268.86	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.9	$21M	-2%	405k	50.83	View chart
Western Digital Call Option (WDC)	0.8	$20M	-83%	32k	638.72	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.8	$20M		237k	83.07	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$18M	NEW	297k	59.69	View chart
Ishares Msci Sth Kor Etf Call Option (EWY)	0.7	$17M	-37%	85k	201.90	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$14M	+28%	167k	86.42	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.5	$13M	+92%	21k	640.76	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.5	$11M	+748%	168k	66.60	View chart
Select Sector Spdr Tr St Str Energ Etf Call Option (XLE)	0.4	$11M	-60%	200k	53.11	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$10M	+17%	47k	217.93	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$10M	NEW	30k	342.83	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$7.8M	-72%	234k	33.29	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$7.7M	NEW	100k	76.55	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.3	$6.8M		324k	21.06	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$5.7M		65k	88.54	View chart
Raytheon Technologies Corp Call Option (RTX)	0.2	$5.7M	-57%	30k	189.73	View chart
Strategy Cl A New (MSTR)	0.2	$5.6M	+25%	65k	86.93	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$5.4M	NEW	56k	96.43	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$4.9M	NEW	25k	199.81	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.2	$3.9M		14k	283.79	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$2.9M	+33%	38k	75.45	View chart
United Sts Oil Units Call Option (USO)	0.1	$2.7M	-93%	25k	106.44	View chart
Global X Fds Global X Uranium Call Option (URA)	0.1	$2.2M		50k	43.70	View chart
Ubs Etra Cru Oil Shs (USOI)	0.1	$2.0M		46k	43.32	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$1.8M	NEW	20k	90.60	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$1.8M	-11%	26k	67.56	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$1.4M	+361%	25k	53.61	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$1.1M	-91%	25k	45.34	View chart
USA Rare Earth Inc A Call Option (USAR)	0.0	$1.1M	-66%	50k	21.58	View chart
Rigetti Computing Common Stock Call Option (RGTI)	0.0	$966k	-87%	50k	19.32	View chart
Tidal Trust Ii Yieldmax Googl (GOOY)	0.0	$823k	+34%	62k	13.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$643k	-98%	2.1k	300.45	View chart
Tidal Trust Ii Yieldmax Aapl (APLY)	0.0	$638k	+34%	55k	11.57	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$633k	-96%	12k	53.47	View chart
Tidal Trust Ii Yieldmax Nvda (NVDY)	0.0	$547k	+33%	44k	12.44	View chart
Tidal Trust Ii Yield Amzn Etf (AMZY)	0.0	$504k	+34%	47k	10.68	View chart
Tidal Trust Ii Yield Msft Etf (MSFO)	0.0	$446k	+34%	43k	10.47	View chart
Tidal Trust Ii Yieldmax Meta (FBY)	0.0	$400k	+34%	45k	8.96	View chart
Rocket Lab Corp (RKLB)	0.0	$202k	-99%	2.0k	101.65	View chart

Past Filings by Cavalier Investments

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

Cavalier Investments 2026 Q2 filed Aug. 14, 2026
Cavalier Investments 2026 Q1 filed May 15, 2026
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

View all past filings

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