Cavalier Investments, LLC Top Holdings and 13F Report (2025) About Cavalier Investments, LLCInvestment ActivityCavalier Investments, LLC has $329.99 million in total holdings as of June 30, 2025.Cavalier Investments, LLC owns shares of 71 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 27.26% of the portfolio was purchased this quarter.About 31.60% of the portfolio was sold this quarter.This quarter, Cavalier Investments, LLC has purchased 75 new stocks and bought additional shares in 6 stocks.Cavalier Investments, LLC sold shares of 47 stocks and completely divested from 16 stocks this quarter.Largest Holdings Howmet Aerospace $51,424,183Meta Platforms $28,555,964Amazon.com $20,167,645Microsoft $18,470,326Invesco QQQ $17,617,175 Largest New Holdings this Quarter 773121108 - ROCKET LAB CORP $5,378,163 Holding922042874 - Vanguard FTSE Europe ETF $5,046,335 Holding78464A409 - SPDR Portfolio S&P 500 Growth ETF $3,812,800 Holding88160R101 - Tesla $3,339,560 Holding86800U302 - SUPER MICRO COMPUTER INC $2,455,401 Holding Largest Purchases this Quarter Howmet Aerospace 140,970 shares (about $26.24M)Meta Platforms 17,482 shares (about $12.90M)Microsoft 24,814 shares (about $12.34M)Constellation Energy 19,865 shares (about $6.41M)ROCKET LAB CORP 150,354 shares (about $5.38M) Largest Sales this Quarter Invesco QQQ 26,010 shares (about $14.35M)iShares Russell 2000 ETF 48,532 shares (about $10.47M)Communication Services Select Sector SPDR Fund 91,731 shares (about $9.96M)Boston Scientific 53,550 shares (about $5.75M)GE Aerospace 20,347 shares (about $5.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCavalier Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHWMHowmet Aerospace$51,424,183$26,238,746 ▲104.2%276,28115.6%AerospaceMETAMeta Platforms$28,555,964$12,903,289 ▲82.4%38,6898.7%Computer and TechnologyAMZNAmazon.com$20,167,645$3,400,545 ▲20.3%91,9266.1%Retail/WholesaleMSFTMicrosoft$18,470,326$12,342,732 ▲201.4%37,1335.6%Computer and TechnologyQQQInvesco QQQ$17,617,175$14,348,156 ▼-44.9%31,9365.3%FinanceSMHVanEck Semiconductor ETF$14,287,580$2,035,824 ▼-12.5%51,2324.3%ManufacturingSPYSPDR S&P 500 ETF Trust$11,031,712$1,678,081 ▼-13.2%17,8553.3%FinanceAVGOBroadcom$10,373,536$1,296,658 ▼-11.1%37,6333.1%Computer and TechnologyCEGConstellation Energy$10,084,636$6,411,627 ▲174.6%31,2453.1%EnergyJPMJPMorgan Chase & Co.$9,783,883$193,370 ▼-1.9%33,7483.0%FinanceVFHVanguard Financials ETF$8,561,434$172,746 ▼-2.0%67,2542.6%ETFXLKTechnology Select Sector SPDR Fund$7,456,611$151,432 ▼-2.0%29,4462.3%ETFXLFFinancial Select Sector SPDR Fund$7,272,046$184,709 ▼-2.5%138,8592.2%ETFPALANTIR TECHNOLOGIES INC$6,480,653$509,700 ▲8.5%47,5402.0%CL ABSXBoston Scientific$5,401,434$5,751,805 ▼-51.6%50,2881.6%MedicalROCKET LAB CORP$5,378,163$5,378,163 ▲New Holding150,3541.6%COMVGKVanguard FTSE Europe ETF$5,046,335$5,046,335 ▲New Holding65,1141.5%ETFVRSKVerisk Analytics$3,991,873$78,810 ▼-1.9%12,8151.2%Business ServicesKCESPDR S&P Capital Markets ETF$3,815,7170.0%26,3281.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,812,800$3,812,800 ▲New Holding40,0001.2%ETFXLCCommunication Services Select Sector SPDR Fund$3,730,719$9,955,566 ▼-72.7%34,3751.1%ETFTAT&T$3,518,438$71,221 ▼-2.0%121,5771.1%Computer and TechnologyTSLATesla$3,339,560$3,339,560 ▲New Holding10,5131.0%Auto/Tires/TrucksVRTXVertex Pharmaceuticals$3,310,062$61,438 ▼-1.8%7,4351.0%MedicalBMIBadger Meter$3,214,724$61,972 ▼-1.9%13,1241.0%Computer and TechnologyNRGNRG Energy$3,132,434$62,787 ▼-2.0%19,5070.9%UtilitiesXNTKSPDR NYSE Technology ETF$3,110,741$32,745 ▼-1.0%13,1100.9%ETFTDGTransdigm Group$2,933,315$34,975 ▼-1.2%1,9290.9%AerospaceXARSPDR S&P Aerospace & Defense ETF$2,911,8160.0%13,8040.9%ETFVSTVistra$2,835,053$53,492 ▼-1.9%14,6280.9%UtilitiesCPRTCopart$2,493,590$49,659 ▼-2.0%50,8170.8%Business ServicesSUPER MICRO COMPUTER INC$2,455,401$2,455,401 ▲New Holding50,1000.7%COM NEWZETA GLOBAL HOLDINGS CORP$2,440,697$683,481 ▼-21.9%157,5660.7%CL AXLYConsumer Discretionary Select Sector SPDR Fund$2,260,232$2,260,232 ▲New Holding10,4000.7%FinanceCBOECboe Global Markets$2,204,301$42,911 ▼-1.9%9,4520.7%Financial ServicesIWMiShares Russell 2000 ETF$2,156,821$10,472,720 ▼-82.9%9,9950.7%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,003,359$253,520 ▼-11.2%36,8400.6%ETFARGTGlobal X MSCI Argentina ETF$1,930,234$38,976 ▼-2.0%22,7810.6%ETFFTDRFrontdoor$1,773,740$35,246 ▼-1.9%30,0940.5%ConstructionBKNGBooking$1,713,6150.0%2960.5%Retail/WholesaleIESCIES$1,648,224$27,253 ▼-1.6%5,5640.5%Computer and TechnologyEPOLiShares MSCI Poland ETF$1,615,839$1,615,839 ▲New Holding50,0880.5%ETFCOMMCommScope$1,614,699$32,756 ▼-2.0%195,0120.5%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$1,605,091$2,765,579 ▼-63.3%18,1880.5%ETFNVONovo Nordisk A/S$1,582,560$31,749 ▼-2.0%22,9290.5%MedicalARISTA NETWORKS INC$1,499,046$28,238 ▼-1.8%14,6520.5%COM SHSEWOiShares MSCI Austria ETF$1,470,000$1,470,000 ▲New Holding50,0000.4%ETFAMPAmeriprise Financial$1,421,323$24,552 ▼-1.7%2,6630.4%FinanceGDXVanEck Gold Miners ETF$1,410,462$1,410,462 ▲New Holding27,0930.4%ETFAMDAdvanced Micro Devices$1,191,251$22,846 ▼-1.9%8,3950.4%Computer and TechnologyFSSFederal Signal$1,126,456$22,029 ▼-1.9%10,5850.3%Multi-Sector ConglomeratesMDGLMadrigal Pharmaceuticals$1,122,794$20,882 ▼-1.8%3,7100.3%MedicalTRGPTarga Resources$1,057,362$20,019 ▼-1.9%6,0740.3%EnergyECLEcolab$983,187$18,591 ▼-1.9%3,6490.3%Basic MaterialsTYLTyler Technologies$921,866$13,635 ▼-1.5%1,5550.3%Computer and TechnologyAROCArchrock$793,567$15,991 ▼-2.0%31,9600.2%EnergyLLYEli Lilly and Company$753,0260.0%9660.2%MedicalAAPLApple$656,339$9,438 ▼-1.4%3,1990.2%Computer and TechnologyWINAWinmark$648,356$8,685 ▼-1.3%1,7170.2%Retail/WholesaleRGTIRigetti Computing$588,766$588,766 ▲New Holding49,6430.2%Computer and TechnologyGEGE Aerospace$541,549$5,237,119 ▼-90.6%2,1040.2%AerospaceGLDSPDR Gold Shares$504,7980.0%1,6560.2%FinanceGXGGlobal X MSCI Colombia ETF$460,748$460,748 ▲New Holding15,9760.1%ETFSLViShares Silver Trust$388,6670.0%11,8460.1%ETFVRTVertiv$304,589$304,589 ▲New Holding2,3720.1%Computer and TechnologyTIDAL TR II$272,984$263,299 ▼-49.1%16,7990.1%YIELDMAX AMZN OPTIDAL TR II$271,035$307,967 ▼-53.2%15,9620.1%YIELDMAX METATIDAL TR II$269,697$352,357 ▼-56.6%15,1260.1%YIELDMAX MSFT OPTIDAL TR II$269,018$249,071 ▼-48.1%22,1050.1%YIELDMAX GOOGLNVDYYieldMax NVDA Option Income Strategy ETF$263,876$193,794 ▼-42.3%15,7350.1%ETFAPLYYieldMax AAPL Option Income Strategy ETF$253,333$231,132 ▼-47.7%19,6840.1%ETFCRSCarpenter Technology$0$9,276,416 ▼-100.0%00.0%Basic MaterialsDECKDeckers Outdoor$0$5,747,369 ▼-100.0%00.0%Retail/WholesalePGRProgressive$0$4,883,055 ▼-100.0%00.0%FinanceCRMSalesforce$0$4,559,705 ▼-100.0%00.0%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$0$3,534,044 ▼-100.0%00.0%ETFFICOFair Isaac$0$3,002,292 ▼-100.0%00.0%Computer and TechnologyGLDIETRACS Gold Shares Covered Call ETN$0$2,639,282 ▼-100.0%00.0%FinanceMSTRMicroStrategy$0$2,531,011 ▼-100.0%00.0%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$0$2,195,184 ▼-100.0%00.0%ETFNVDANVIDIA$0$1,916,050 ▼-100.0%00.0%Computer and TechnologyISHARES BITCOIN TRUST ETF$0$1,544,730 ▼-100.0%00.0%SHS BEN INTGWWW.W. Grainger$0$1,244,666 ▼-100.0%00.0%IndustrialsRJFRaymond James Financial$0$1,130,311 ▼-100.0%00.0%FinanceMOG.AMoog$0$1,069,570 ▼-100.0%00.0%AerospaceANFAbercrombie & Fitch$0$827,622 ▼-100.0%00.0%Retail/WholesaleSWKSSkyworks Solutions$0$467,404 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
