Cavalier Investments

Cavalier Investments as of March 31, 2025

Portfolio Holdings for Cavalier Investments

Cavalier Investments holds 75 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 9.2 $27M 58k 468.92
Howmet Aerospace (HWM) 6.0 $18M 135k 129.73
Amazon (AMZN) 4.9 $15M 76k 190.26
Vaneck Etf Trust Semiconductr Etf (SMH) 4.2 $12M 59k 211.47
Meta Platforms Cl A (META) 4.2 $12M 21k 576.36
Select Sector Spdr Tr Communication (XLC) 4.1 $12M 126k 96.45
Ishares Tr Russell 2000 Etf (IWM) 4.0 $12M 59k 199.49
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.9 $12M 21k 559.39
Boston Scientific Corporation (BSX) 3.6 $11M 104k 100.88
Carpenter Technology Corporation (CRS) 3.2 $9.3M 51k 181.18
JPMorgan Chase & Co. (JPM) 2.9 $8.4M 34k 245.30
Vanguard World Financials Etf (VFH) 2.8 $8.2M 69k 119.47
Select Sector Spdr Tr Financial (XLF) 2.4 $7.1M 142k 49.81
Broadcom (AVGO) 2.4 $7.1M 42k 167.43
Select Sector Spdr Tr Technology (XLK) 2.1 $6.2M 30k 206.48
Deckers Outdoor Corporation (DECK) 2.0 $5.7M 51k 111.81
Progressive Corporation (PGR) 1.7 $4.9M 17k 283.01
Microsoft Corporation (MSFT) 1.6 $4.6M 12k 375.39
salesforce (CRM) 1.5 $4.6M 17k 268.36
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.5 $4.5M 50k 91.03
Ge Aerospace Com New (GE) 1.5 $4.5M 23k 200.15
Verisk Analytics (VRSK) 1.3 $3.9M 13k 297.62
Palantir Technologies Cl A (PLTR) 1.3 $3.7M 44k 84.40
Vertex Pharmaceuticals Incorporated (VRTX) 1.2 $3.7M 7.6k 484.82
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.2 $3.5M 69k 51.07
At&t (T) 1.2 $3.5M 124k 28.28
Spdr Ser Tr S&p Cap Mkts (KCE) 1.1 $3.3M 26k 126.17
Fair Isaac Corporation (FICO) 1.0 $3.0M 1.6k 1844.16
Copart (CPRT) 1.0 $2.9M 52k 56.59
Zeta Global Holdings Corp Cl A (ZETA) 0.9 $2.7M 202k 13.56
TransDigm Group Incorporated (TDG) 0.9 $2.7M 2.0k 1383.29
Ubs Ag Jersey Branch Entracs Gold Shs (GLDI) 0.9 $2.6M 16k 161.80
Badger Meter (BMI) 0.9 $2.5M 13k 190.25
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.9 $2.5M 13k 191.81
Microstrategy Cl A New (MSTR) 0.9 $2.5M 8.8k 288.27
Constellation Energy (CEG) 0.8 $2.3M 11k 201.63
Spdr Ser Tr Aerospace Def (XAR) 0.8 $2.2M 14k 160.69
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.7 $2.2M 28k 78.85
CBOE Holdings (CBOE) 0.7 $2.2M 9.6k 226.29
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.7 $2.1M 42k 51.18
NVIDIA Corporation (NVDA) 0.7 $1.9M 18k 108.38
Nrg Energy Com New (NRG) 0.6 $1.9M 20k 95.46
Global X Fds Gb Msci Ar Etf (ARGT) 0.6 $1.9M 23k 80.77
Vistra Energy (VST) 0.6 $1.8M 15k 117.44
Novo-nordisk A S Adr (NVO) 0.6 $1.6M 23k 69.44
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $1.5M 33k 46.81
Booking Holdings (BKNG) 0.5 $1.4M 296.00 4606.91
Ameriprise Financial (AMP) 0.4 $1.3M 2.7k 484.11
Madrigal Pharmaceuticals (MDGL) 0.4 $1.3M 3.8k 331.23
W.W. Grainger (GWW) 0.4 $1.2M 1.3k 987.83
Targa Res Corp (TRGP) 0.4 $1.2M 6.2k 200.47
Frontdoor (FTDR) 0.4 $1.2M 31k 38.42
Arista Networks Com Shs (ANET) 0.4 $1.2M 15k 77.48
Raymond James Financial (RJF) 0.4 $1.1M 8.1k 138.91
Moog Cl A (MOG.A) 0.4 $1.1M 6.2k 173.35
Commscope Hldg (COMM) 0.4 $1.1M 199k 5.31
Ecolab (ECL) 0.3 $943k 3.7k 253.52
Ies Hldgs (IESC) 0.3 $934k 5.7k 165.11
Tyler Technologies (TYL) 0.3 $917k 1.6k 581.39
Advanced Micro Devices (AMD) 0.3 $879k 8.6k 102.74
Archrock (AROC) 0.3 $856k 33k 26.24
Abercrombie & Fitch Cl A (ANF) 0.3 $828k 11k 76.37
Eli Lilly & Co. (LLY) 0.3 $798k 966.00 825.91
Federal Signal Corporation (FSS) 0.3 $794k 11k 73.55
Apple (AAPL) 0.2 $721k 3.2k 222.13
Tidal Tr Ii Yieldmax Aapl (APLY) 0.2 $568k 38k 15.10
Winmark Corporation (WINA) 0.2 $553k 1.7k 317.87
Tidal Tr Ii Yieldmax Meta (FBY) 0.2 $552k 34k 16.18
Tidal Tr Ii Yieldmax Msft Op (MSFO) 0.2 $548k 35k 15.70
Tidal Tr Ii Yieldmax Amzn Op (AMZY) 0.2 $529k 33k 16.04
Tidal Tr Ii Yieldmax Googl (GOOY) 0.2 $503k 43k 11.82
Spdr Gold Tr Gold Shs (GLD) 0.2 $477k 1.7k 288.14
Skyworks Solutions (SWKS) 0.2 $467k 7.2k 64.63
Tidal Tr Ii Yieldmax Nvda (NVDY) 0.1 $420k 27k 15.38
Ishares Silver Tr Ishares (SLV) 0.1 $367k 12k 30.99