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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, GLD, JPM, and represent 79.27% of Cavalier Investments's stock portfolio.
Added to shares of these 10 stocks: QQQ (+$1.0B), SPY (+$387M), GLD (+$88M), SMH (+$84M), USO (+$47M), NVDA (+$37M), JPM (+$36M), XLE (+$31M), KLAC (+$29M), SLV (+$25M).
Started 27 new stock positions in XLE, PJP, RKLB, SVOL, RTX, XLU, PAVE, USO, SOXX, SMCI.
Reduced shares in these 10 stocks: GE (-$73M), LRCX (-$36M), IWM (-$26M), RDDT (-$23M), MSFT (-$21M), VST (-$13M), BSX (-$10M), , , XLF (-$7.2M).
Sold out of its positions in AMZN, BMI, BSX, CEG, GE, MSFT, NRG, RDDT, XNTK, SPYG. KCE, XLY, XLK, VFH, VST.
Cavalier Investments was a net buyer of stock by $1.8B.
Cavalier Investments has $3.7B in assets under management (AUM), dropping by 90.09%.
Central Index Key (CIK): 0001655543

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Portfolio Holdings for Cavalier Investments

Cavalier Investments holds 73 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco QQQ Trust Series 1 Unit Ser 1 (QQQ)	41.4	$1.5B	+199%	2.7M	577.18	View chart
SPDR S&P 500 ETF Trust Tr Unit (SPY)	27.7	$1.0B	+60%	1.6M	650.34	View chart
VanEck Vectors Semiconductor ETF Semiconductr Etf (SMH)	5.5	$202M	+71%	526k	383.40	View chart
SPDR Gold Shares Gold Shs (GLD)	2.6	$97M	+933%	226k	430.29	View chart
JPMorgan Chase & Co. (JPM)	2.1	$76M	+88%	258k	294.16	View chart
NVIDIA Corporation (NVDA)	2.0	$74M	+97%	423k	174.40	View chart
Western Digital (WDC)	1.4	$53M	+21%	197k	270.49	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	1.4	$50M	-34%	203k	248.00	View chart
United States Oil Fund Units (USO)	1.3	$47M	NEW	370k	127.25	View chart
Tesla Motors Call Option (TSLA)	1.0	$37M	+117%	100k	371.75	View chart
iShares Bitcoin Trus Shs Ben Int (IBIT)	0.9	$33M	+200%	866k	38.42	View chart
Communicat Svs Slct Sec Spdr Etf State Street Com (XLC)	0.9	$33M	+31%	296k	110.86	View chart
Select Sector Spdr Tr State Street Ene Call Option (XLE)	0.8	$31M	NEW	500k	61.26	View chart
KLA Corporation Com New (KLAC)	0.8	$29M	NEW	20k	1472.41	View chart
Lam Research Corp Com New (LRCX)	0.8	$28M	-55%	133k	213.66	View chart
iShares Silver Trust Ishares (SLV)	0.7	$25M	+3051%	373k	68.14	View chart
Rocket Lab Corp Call Option (RKLB)	0.6	$21M	NEW	325k	64.22	View chart
State Stret Matrl Slct Sctr Spdr Etf State Street Mat (XLB)	0.6	$21M	NEW	416k	49.97	View chart
State Street Consumer Staples Select Sector SPDR ETF State Street Con (XLP)	0.5	$20M	NEW	237k	81.98	View chart
Ishares Msci Sth Kor Etf (EWY)	0.5	$17M	NEW	136k	123.01	View chart
Select Sector Spdr Tr State Street Ind Call Option (XLI)	0.4	$16M	NEW	100k	161.73	View chart
Palantir Technologies Cl A (PLTR)	0.4	$15M	-17%	103k	146.28	View chart
Raytheon Technologies Corp (RTX)	0.4	$14M	NEW	71k	192.90	View chart
Select Sector Uti Select Spdr Etf State Street Uti (XLU)	0.3	$13M	NEW	280k	45.89	View chart
Howmet Aerospace (HWM)	0.3	$13M	+97%	55k	230.46	View chart
Health Care Select Sector SPDR Fund State Street Hea (XLV)	0.3	$12M	-27%	80k	146.61	View chart
Ishares 20 Pls Year Treasury Bnd Etf 20 Yr Tr Bd Etf (TLT)	0.3	$11M	+20%	130k	86.69	View chart
AeroVironment Call Option (AVAV)	0.3	$10M	NEW	55k	183.05	View chart
Bristol Myers Squibb Call Option (BMY)	0.2	$9.1M	NEW	150k	60.65	View chart
Ionq Inc Pipe Call Option (IONQ)	0.2	$8.6M	+37%	300k	28.83	View chart
Ft Vest Gold Strt Trgt Incm Etf Ft Vest Gold (IGLD)	0.2	$8.3M	+37%	324k	25.53	View chart
Vanguard Value Etf Value Etf (VTV)	0.2	$7.9M	NEW	40k	196.20	View chart
State Street SPDR SP Metals Mining ETF State Street Spd (XME)	0.2	$6.7M	NEW	62k	108.01	View chart
Microstrategy Cl A Ord Cl A New (MSTR)	0.2	$6.4M	+14%	52k	124.80	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	0.2	$5.9M	NEW	46k	128.29	View chart
Rigetti Computing Common Stock Call Option (RGTI)	0.2	$5.6M	+1393%	400k	14.04	View chart
Vanguard FTSE Europe ETF Ftse Europe Etf (VGK)	0.1	$5.4M	-8%	65k	82.43	View chart
Global X Fds Us Infr Dev Etf Call Option (PAVE)	0.1	$5.1M	NEW	100k	50.81	View chart
Invesco Exchange Traded Fd T Pharmaceuticals (PJP)	0.1	$4.8M	NEW	46k	103.76	View chart
Novo-nordisk A S Adr Call Option (NVO)	0.1	$4.6M	+46%	125k	36.75	View chart
iShares MSCI Austria ETF Msci Austria Etf (EWO)	0.1	$4.4M	+150%	125k	35.45	View chart
Simplify Volatility Premium Etf Volatility Prem (SVOL)	0.1	$4.0M	NEW	261k	15.34	View chart
Ishares Tr Msci Peru And Gl (EPU)	0.1	$3.7M	NEW	46k	80.71	View chart
At&t (T)	0.1	$3.5M	-8%	122k	28.99	View chart
Spdr S&p Aerospace State Street Spd (XAR)	0.1	$3.5M		14k	253.98	View chart
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)	0.1	$3.5M	NEW	11k	328.66	View chart
Albemarle Corporation (ALB)	0.1	$3.3M	NEW	18k	179.53	View chart
Apple (AAPL)	0.1	$3.1M	+260%	12k	253.79	View chart
Freeport-McMoRan CL B (FCX)	0.1	$2.8M	NEW	48k	58.78	View chart
CBOE Holdings (CBOE)	0.1	$2.7M	-7%	9.4k	281.07	View chart
Ubs Ag Etracs Cd Ol Cr Cl Etn Etracs Crude Oil (USOI)	0.1	$2.7M	+8%	46k	57.64	View chart
Ies Hldgs (IESC)	0.1	$2.6M	-6%	5.6k	476.47	View chart
Vaneck Gold Miners Etf Gold Miners Etf (GDX)	0.1	$2.6M	-39%	28k	91.77	View chart
Global X Fds Global X Uranium Call Option (URA)	0.1	$2.4M	NEW	50k	48.43	View chart
Super Micro Computer Com New Call Option (SMCI)	0.1	$2.3M	NEW	100k	22.77	View chart
USA Rare Earth Inc A Call Option (USAR)	0.1	$2.3M	NEW	150k	15.13	View chart
Global X MSCI Argentina ETF Gb Msci Ar Etf (ARGT)	0.1	$2.1M	-8%	23k	93.32	View chart
Ishares Msci Chile Etf (ECH)	0.0	$1.8M	NEW	46k	39.76	View chart
iShares MSCI Poland ETF Msci Poland Etf (EPOL)	0.0	$1.8M	-8%	50k	36.41	View chart
Spdr Portfolio S&p 400 Mid Cap Etf State Street Spd (SPMD)	0.0	$1.7M	-6%	30k	59.22	View chart
Newmont Mining Corporation (NEM)	0.0	$1.6M	-76%	15k	108.25	View chart
iShares Global Infrastructure ETF Glb Infrastr Etf (IGF)	0.0	$1.3M	NEW	20k	67.00	View chart
Archrock (AROC)	0.0	$1.1M	-8%	32k	34.80	View chart
Eli Lilly & Co. (LLY)	0.0	$889k		966.00	919.77	View chart
Facebook Cl A (META)	0.0	$768k	-5%	1.3k	572.13	View chart
Global X MSCI Colombia ETF Glbx Msci Colum (COLO)	0.0	$632k	-8%	16k	39.56	View chart
Yieldmax Googl Optn Inc Stgy Etf Yieldmax Googl (GOOY)	0.0	$586k	+22%	46k	12.70	View chart
Yieldmax Aapl Opt Inc Strtgy Etf Yieldmax Aapl (APLY)	0.0	$484k	+22%	41k	11.76	View chart
Yieldmax Nvda Optn Inc Strgy Etf Yieldmax Nvda (NVDY)	0.0	$426k	+21%	33k	12.98	View chart
Yieldmax Amzn Optn Inc Strgy Etf Yieldmax Amzn Op (AMZY)	0.0	$387k	+22%	35k	11.02	View chart
Yieldmax Msft Optn Inc Strg Etf Yieldmax Msft Op (MSFO)	0.0	$366k	+22%	32k	11.55	View chart
Yieldmax Meta Optn Inc Stgy Etf Yieldmax Meta (FBY)	0.0	$336k	+22%	33k	10.09	View chart
Financial Select Sector SPDR Fund State Street Fin (XLF)	0.0	$270k	-96%	5.5k	49.37	View chart

Past Filings by Cavalier Investments

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

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
Cavalier Investments 2022 Q1 filed May 4, 2022

View all past filings

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