Cavalier Investments

Cavalier Investments as of March 31, 2026

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