Cavalier Investments, LLC Top Holdings and 13F Report (2026) About Cavalier Investments, LLCInvestment ActivityCavalier Investments, LLC has $3.70 billion in total holdings as of March 31, 2026.Cavalier Investments, LLC owns shares of 95 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 88.56% of the portfolio was purchased this quarter.About 7.72% of the portfolio was sold this quarter.This quarter, Cavalier Investments, LLC has purchased 76 new stocks and bought additional shares in 34 stocks.Cavalier Investments, LLC sold shares of 25 stocks and completely divested from 15 stocks this quarter.Largest Holdings Invesco QQQ $1,471,809,000SPDR S&P 500 ETF Trust $929,986,200VanEck Semiconductor ETF $189,936,360SPDR S&P 500 ETF Trust $96,041,561SPDR Gold Shares $86,488,290 Largest New Holdings this Quarter 91232N207 - United States Oil Fund $31,558,000 Holding81369Y506 - Energy Select Sector SPDR Fund $30,630,000 Holding773121108 - ROCKET LAB CORP $20,871,500 Holding81369Y308 - Consumer Staples Select Sector SPDR Fund $17,215,800 Holding464286772 - iShares MSCI South Korea ETF $16,697,500 Holding Largest Purchases this Quarter Invesco QQQ 2,521,267 shares (about $1.46B)SPDR S&P 500 ETF Trust 1,359,141 shares (about $883.90M)VanEck Semiconductor ETF 458,668 shares (about $175.85M)SPDR Gold Shares 179,120 shares (about $77.07M)JPMorgan Chase & Co. 213,352 shares (about $62.76M) Largest Sales this Quarter Western Digital 139,370 shares (about $37.70M)LAM RESEARCH CORP 167,581 shares (about $35.81M)Health Care Select Sector SPDR Fund 105,327 shares (about $15.44M)JPMorgan Chase & Co. 28,399 shares (about $8.35M)Financial Select Sector SPDR Fund 145,594 shares (about $7.19M) 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 PortfolioSectorQQQInvesco QQQ$1,471,809,000$1,455,224,887 â–²8,774.8%2,550,00039.8%FinanceSPYSPDR S&P 500 ETF Trust$929,986,200$883,903,758 â–²1,918.1%1,430,00025.1%FinanceSMHVanEck Semiconductor ETF$189,936,360$175,853,311 â–²1,248.7%495,4005.1%ManufacturingSPYSPDR S&P 500 ETF Trust$96,041,561$49,959,119 â–²108.4%147,6792.6%FinanceGLDSPDR Gold Shares$86,488,290$77,073,545 â–²818.6%201,0002.3%FinanceJPMJPMorgan Chase & Co.$73,540,000$62,759,624 â–²582.2%250,0002.0%FinanceNVDANVIDIA$66,272,000$55,114,062 â–²493.9%380,0001.8%Computer and TechnologyQQQInvesco QQQ$59,532,654$42,948,541 â–²259.0%103,1441.6%FinanceIWMiShares Russell 2000 ETF$49,600,000$47,161,168 â–²1,933.8%200,0001.3%FinanceWDCWestern Digital$47,119,358$3,305,388 â–²7.5%174,2001.3%Computer and TechnologyTSLATesla$37,175,000$20,044,017 â–²117.0%100,0001.0%Auto/Tires/TrucksISHARES BITCOIN TRUST ETF$32,657,000$29,883,460 â–²1,077.4%850,0000.9%SHS BEN INTUSOUnited States Oil Fund$31,558,000$31,558,000 â–²New Holding248,0000.9%ETFXLEEnergy Select Sector SPDR Fund$30,630,000$30,630,000 â–²New Holding500,0000.8%ETFLAM RESEARCH CORP$28,390,713$35,805,356 â–¼-55.8%132,8780.8%COM NEWXLCCommunication Services Select Sector SPDR Fund$22,172,000$11,086,000 â–²100.0%200,0000.6%ETFROCKET LAB CORP$20,871,500$20,871,500 â–²New Holding325,0000.6%COMSLViShares Silver Trust$20,101,300$19,294,114 â–²2,390.3%295,0000.5%ETFXLPConsumer Staples Select Sector SPDR Fund$17,215,800$17,215,800 â–²New Holding210,0000.5%ETFEWYiShares MSCI South Korea ETF$16,697,500$16,697,500 â–²New Holding135,7410.5%ETFXLIIndustrial Select Sector SPDR Fund$16,173,000$16,173,000 â–²New Holding100,0000.4%ETFUSOUnited States Oil Fund$15,502,995$15,502,995 â–²New Holding121,8310.4%ETFXLBMaterials Select Sector SPDR Fund$14,991,000$14,991,000 â–²New Holding300,0000.4%ETFKLACKLA$14,724,100$14,724,100 â–²New Holding10,0000.4%Computer and TechnologyKLACKLA$14,288,267$14,288,267 â–²New Holding9,7040.4%Computer and TechnologyRTXRTX$13,628,385$13,628,385 â–²New Holding70,6500.4%AerospaceSMHVanEck Semiconductor ETF$11,730,123$2,352,926 â–¼-16.7%30,5950.3%ManufacturingPALANTIR TECHNOLOGIES INC$11,702,400$8,043,937 â–²219.9%80,0000.3%CL ATLTiShares 20+ Year Treasury Bond ETF$11,264,585$1,933,620 â–²20.7%129,9410.3%ETFXLVHealth Care Select Sector SPDR Fund$10,995,750$5,131,350 â–¼-31.8%75,0000.3%ETFGLDSPDR Gold Shares$10,811,036$1,396,291 â–²14.8%25,1250.3%FinanceXLCCommunication Services Select Sector SPDR Fund$10,593,560$492,440 â–¼-4.4%95,5580.3%ETFAVAVAeroVironment$10,067,750$10,067,750 â–²New Holding55,0000.3%AerospaceXLUUtilities Select Sector SPDR Fund$9,178,000$9,178,000 â–²New Holding200,0000.2%ETFBMYBristol Myers Squibb$9,097,500$9,097,500 â–²New Holding150,0000.2%MedicalIONQIonQ$8,649,000$2,351,951 â–²37.4%300,0000.2%Computer and TechnologyIGLDFT Vest Gold Strategy Target Income ETF$8,262,912$2,254,503 â–²37.5%323,6550.2%ETFHWMHowmet Aerospace$8,065,639$1,649,402 â–²25.7%34,9980.2%AerospaceVTVVanguard Value ETF$7,894,892$7,894,892 â–²New Holding40,2390.2%ETFNVDANVIDIA$7,570,878$3,587,059 â–¼-32.1%43,4110.2%Computer and TechnologyXMESPDR S&P Metals & Mining ETF$6,480,600$6,480,600 â–²New Holding60,0000.2%ETFWDCWestern Digital$6,115,779$37,698,192 â–¼-86.0%22,6100.2%Computer and TechnologyIAKiShares U.S. Insurance ETF$5,896,208$5,896,208 â–²New Holding45,9600.2%ETFXLBMaterials Select Sector SPDR Fund$5,778,131$5,778,131 â–²New Holding115,6320.2%ETFRGTIRigetti Computing$5,616,000$5,239,911 â–²1,393.3%400,0000.2%Computer and TechnologyVGKVanguard FTSE Europe ETF$5,362,649$474,550 â–¼-8.1%65,0570.1%ETFSLViShares Silver Trust$5,333,454$4,526,268 â–²560.7%78,2720.1%ETFPAVEGlobal X U.S. Infrastructure Development ETF$5,081,000$5,081,000 â–²New Holding100,0000.1%ETFPJPInvesco Pharmaceuticals ETF$4,768,810$4,768,810 â–²New Holding45,9600.1%ETFHWMHowmet Aerospace$4,609,200$1,807,037 â–¼-28.2%20,0000.1%AerospaceNVONovo Nordisk A/S$4,593,750$4,224,449 â–²1,143.9%125,0000.1%MedicalEWOiShares MSCI Austria ETF$4,431,250$2,658,750 â–²150.0%125,0000.1%ETFSVOLSimplify Volatility Premium ETF$3,995,380$3,995,380 â–²New Holding260,4550.1%ETFEPUiShares MSCI Peru and Global Exposure ETF$3,719,117$3,719,117 â–²New Holding46,0800.1%ETFXLUUtilities Select Sector SPDR Fund$3,654,955$3,654,955 â–²New Holding79,6460.1%ETFTAT&T$3,521,415$313,295 â–¼-8.2%121,4700.1%Computer and TechnologyXARSPDR S&P Aerospace & Defense ETF$3,505,9400.0%13,8040.1%ETFSOXXiShares Semiconductor ETF$3,495,956$3,495,956 â–²New Holding10,6370.1%ETFPalantir Technologies Inc.$3,409,787$248,676 â–¼-6.8%23,3100.1%CL AMSTRStrategy$3,265,642$555,984 â–²20.5%26,1670.1%Computer and TechnologyALBAlbemarle$3,260,265$3,260,265 â–²New Holding18,1600.1%Basic MaterialsMSTRStrategy$3,157,440$447,782 â–²16.5%25,3000.1%Computer and TechnologyAAPLApple$3,107,659$2,245,027 â–²260.3%12,2450.1%Computer and TechnologyCBOECboe Global Markets$2,654,425$227,105 â–¼-7.9%9,4440.1%Financial ServicesUSOIETRACS Crude Oil Shares Covered Call ETN$2,651,440$215,919 â–²8.9%46,0000.1%ETFIESCIES$2,649,173$192,494 â–¼-6.8%5,5600.1%Computer and TechnologyGDXVanEck Gold Miners ETF$2,598,192$1,663,698 â–¼-39.0%28,3120.1%ETFJPMJPMorgan Chase & Co.$2,426,526$8,353,850 â–¼-77.5%8,2490.1%FinanceURAGlobal X Uranium ETF$2,421,500$2,421,500 â–²New Holding50,0000.1%ETFSUPER MICRO COMPUTER INC$2,277,000$2,277,000 â–²New Holding100,0000.1%COM NEWUSA RARE EARTH INC$2,270,250$2,270,250 â–²New Holding150,0000.1%COMXLPConsumer Staples Select Sector SPDR Fund$2,243,465$2,243,465 â–²New Holding27,3660.1%ETFARGTGlobal X MSCI Argentina ETF$2,124,057$188,506 â–¼-8.2%22,7610.1%ETFECHiShares MSCI Chile ETF$1,827,370$1,827,370 â–²New Holding45,9600.0%ETFEPOLiShares MSCI Poland ETF$1,822,102$161,806 â–¼-8.2%50,0440.0%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,749,300$124,362 â–¼-6.6%29,5390.0%ETFNEMNewmont$1,614,549$5,389,119 â–¼-76.9%14,9150.0%Basic MaterialsFCXFreeport-McMoRan$1,469,500$1,469,500 â–²New Holding25,0000.0%Basic MaterialsFCXFreeport-McMoRan$1,377,803$1,377,803 â–²New Holding23,4400.0%Basic MaterialsIGFiShares Global Infrastructure ETF$1,326,332$1,326,332 â–²New Holding19,7960.0%ManufacturingAROCArchrock$1,111,234$98,414 â–¼-8.1%31,9320.0%EnergyLLYEli Lilly and Company$888,4980.0%9660.0%MedicalIWMiShares Russell 2000 ETF$839,480$1,599,352 â–¼-65.6%3,3850.0%FinanceMETAMeta Platforms$767,798$48,631 â–¼-6.0%1,3420.0%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$685,109$15,442,002 â–¼-95.8%4,6730.0%ETFGXGGlobal X MSCI Colombia ETF$631,457$55,938 â–¼-8.1%15,9620.0%ETFiShares Bitcoin Trus$622,020$2,151,521 â–¼-77.6%16,1900.0%SHS BEN INTYIELDMAX GOOGL OPTN INC STGY ETF$586,308$106,401 â–²22.2%46,1660.0%YIELDMAX GOOGLAPLYYieldMax AAPL Option Income Strategy ETF$483,606$87,436 â–²22.1%41,1230.0%ETFNVDYYieldMax NVDA Option Income Strategy ETF$425,991$76,595 â–²21.9%32,8190.0%ETFYIELDMAX AMZN OPTN INC STRGY ETF$386,879$70,219 â–²22.2%35,1070.0%YIELDMAX AMZN OPYIELDMAX MSFT OPTN INC STRG ETF$365,638$66,782 â–²22.3%31,6570.0%YIELDMAX MSFT OPYIELDMAX META OPTN INC STGY ETF$335,644$60,722 â–²22.1%33,2650.0%YIELDMAX METAXLFFinancial Select Sector SPDR Fund$269,807$7,187,974 â–¼-96.4%5,4650.0%ETFXMESPDR S&P Metals & Mining ETF$252,095$252,095 â–²New Holding2,3340.0%ETFGEGE Aerospace$0$53,905,250 â–¼-100.0%00.0%AerospaceReddit Inc$0$23,269,740 â–¼-100.0%00.0%CL AMSFTMicrosoft$0$21,356,659 â–¼-100.0%00.0%Computer and TechnologyVSTVistra$0$12,099,750 â–¼-100.0%00.0%UtilitiesBSXBoston Scientific$0$9,830,585 â–¼-100.0%00.0%MedicalShowing 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. 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