Cavalier Investments

Cavalier Investments as of June 30, 2026

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