Institutions / Cavalier Investments, LLC
Cavalier Investments, LLC
CIK 1655543 · Institution · as of Dec 31, 2025
Portfolio value
$321.63M
Positions
60
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 60 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tru st | $48.32M | 15.0% |
| General Electric Co | $18.69M | 5.8% |
| Invesco QQQ Trust Se ries 1 | $17.65M | 5.5% |
| Communication Servic es Select Sector SPD | $14.77M | 4.6% |
| Western Digital Corp | $14.12M | 4.4% |
| VanEck Vectors Semic onductor ETF | $13.23M | 4.1% |
| NVIDIA Corp | $11.93M | 3.7% |
| JPMorgan Chase & Co | $11.81M | 3.7% |
| Reddit, Inc. | $11.78M | 3.7% |
| Vanguard Financials ETF | $9.77M | 3.0% |
| iShares MSCI UAE ETF | $9.38M | 2.9% |
| Microsoft Corp | $9.27M | 2.9% |
| SPDR Gold Shares | $8.67M | 2.7% |
| SPDR NYSE Technology ETF | $8.55M | 2.7% |
| Financial Select Sec tor SPDR Fund | $8.27M | 2.6% |
| Lam Research Corp | $7.78M | 2.4% |
| Tesla Inc | $7.23M | 2.2% |
| Newmont Corp | $6.46M | 2.0% |
| Vanguard FTSE Europe ETF | $5.92M | 1.8% |
| FT Vest Gold Strateg y Target Income ETF | $5.89M | 1.8% |
| Howmet Aerospace Inc. | $5.71M | 1.8% |
| Palantir Technologies Inc | $4.45M | 1.4% |
| VanEck Vectors Gold Miners ETF | $3.98M | 1.2% |
| State Street SPDR S&P Capital Markets | $3.95M | 1.2% |
| SPDR Portfolio S&P 5 00 Growth ETF | $3.82M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.