Cavalier Investments, LLC Top Holdings and 13F Report (2026) About Cavalier Investments, LLCInvestment ActivityCavalier Investments, LLC has $2.41 billion in total holdings as of June 30, 2026.Cavalier Investments, LLC owns shares of 49 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 83.56% of the portfolio was purchased this quarter.About 14.81% of the portfolio was sold this quarter.This quarter, Cavalier Investments, LLC has purchased 73 new stocks and bought additional shares in 25 stocks.Cavalier Investments, LLC sold shares of 13 stocks and completely divested from 31 stocks this quarter.Largest Holdings Invesco QQQ $691,133,492SPDR S&P 500 ETF Trust $660,621,119VanEck Semiconductor ETF $467,927,011Technology Select Sector SPDR Fund $144,066,652NVIDIA $68,959,218 Largest New Holdings this Quarter 81369Y803 - Technology Select Sector SPDR Fund $144,066,652 Holding922042858 - Vanguard FTSE Emerging Markets ETF $17,702,920 Holding46432F396 - iShares MSCI USA Momentum Factor ETF $10,169,023 Holding464288877 - iShares MSCI EAFE Value ETF $7,688,759 Holding922908553 - Vanguard Real Estate ETF $5,423,223 Holding Largest Purchases this Quarter Invesco QQQ 835,386 shares (about $615.18M)SPDR S&P 500 ETF Trust 736,959 shares (about $550.34M)VanEck Semiconductor ETF 682,828 shares (about $447.86M)Technology Select Sector SPDR Fund 756,176 shares (about $144.07M)NVIDIA 301,230 shares (about $60.27M) Largest Sales this Quarter ROCKET LAB CORP 323,012 shares (about $32.83M)Tesla 40,000 shares (about $16.82M)Energy Select Sector SPDR Fund 300,000 shares (about $15.93M)United States Oil Fund 96,631 shares (about $10.29M)iShares MSCI South Korea ETF 50,741 shares (about $10.24M) 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 PortfolioSectorQQQInvesco QQQ$691,133,492$615,178,250 â–²809.9%938,53028.7%ETFSPYSPDR S&P 500 ETF Trust$660,621,119$550,338,872 â–²499.0%884,63827.4%ETFSMHVanEck Semiconductor ETF$467,927,011$447,860,056 â–²2,231.8%713,42319.4%ETFXLKTechnology Select Sector SPDR Fund$144,066,652$144,066,652 â–²New Holding756,1766.0%ETFNVDANVIDIA$68,959,218$60,273,111 â–²693.9%344,6412.9%TechnologyXLIIndustrial Select Sector SPDR Fund$35,654,737$17,131,737 â–²92.5%192,4891.5%ETFTSLATesla$25,236,000$16,824,000 â–¼-40.0%60,0001.0%Consumer DiscretionaryXLVHealth Care Select Sector SPDR Fund$25,061,458$24,320,040 â–²3,280.2%157,9571.0%ETFGLDSPDR Gold Shares$24,859,019$15,603,472 â–²168.6%67,4821.0%ETFHWMHowmet Aerospace$22,436,636$17,059,436 â–²317.3%83,4510.9%IndustrialsXLBMaterials Select Sector SPDR Fund$20,568,055$14,690,480 â–²249.9%404,6440.9%ETFWDCWestern Digital$20,311,296$5,869,837 â–²40.6%31,8000.8%TechnologyXLPConsumer Staples Select Sector SPDR Fund$19,700,051$17,426,757 â–²766.6%237,1500.8%ETFVWOVanguard FTSE Emerging Markets ETF$17,702,920$17,702,920 â–²New Holding296,5810.7%ETFEWYiShares MSCI South Korea ETF$17,161,500$10,244,608 â–¼-37.4%85,0000.7%ETFTLTiShares 20+ Year Treasury Bond ETF$14,385,214$3,155,713 â–²28.1%166,4570.6%ETFSOXXiShares Semiconductor ETF$13,130,454$6,314,690 â–²92.6%20,4920.5%ETFIGFiShares Global Infrastructure ETF$11,186,869$9,868,455 â–²748.5%167,9710.5%ETFXLEEnergy Select Sector SPDR Fund$10,622,000$15,933,000 â–¼-60.0%200,0000.4%ETFVTVVanguard Value ETF$10,277,579$1,508,294 â–²17.2%47,1600.4%ETFMTUMiShares MSCI USA Momentum Factor ETF$10,169,023$10,169,023 â–²New Holding29,6620.4%ETFISHARES BITCOIN TRUST ETF$7,797,583$7,258,618 â–²1,346.8%234,2320.3%SHS BEN INTEFViShares MSCI EAFE Value ETF$7,688,759$7,688,759 â–²New Holding100,4410.3%ETFIGLDFT Vest Gold Strategy Target Income ETF$6,816,1740.0%323,6550.3%ETFVGKVanguard FTSE Europe ETF$5,714,726$45,421 â–¼-0.8%64,5440.2%ETFRTXRTX$5,691,900$7,712,525 â–¼-57.5%30,0000.2%IndustrialsMSTRStrategy$5,632,803$3,433,474 â–²156.1%64,7970.2%TechnologyVNQVanguard Real Estate ETF$5,423,223$5,423,223 â–²New Holding56,2400.2%ETFVLUEiShares MSCI USA Value Factor ETF$4,944,898$4,944,898 â–²New Holding24,7480.2%ETFXARSPDR S&P Aerospace & Defense ETF$3,917,4370.0%13,8040.2%ETFGDXVanEck Gold Miners ETF$2,859,630$723,490 â–²33.9%37,9010.1%ETFUSOUnited States Oil Fund$2,682,288$10,285,404 â–¼-79.3%25,2000.1%ETFURAGlobal X Uranium ETF$2,185,0000.0%50,0000.1%ETFUSOIETRACS Crude Oil Shares Covered Call ETN$1,992,7340.0%46,0000.1%ETFIGViShares Expanded Tech-Software Sector ETF$1,819,701$1,819,701 â–²New Holding20,0850.1%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,775,747$219,908 â–¼-11.0%26,2840.1%ETFXLFFinancial Select Sector SPDR Fund$1,350,704$1,057,725 â–²361.0%25,1950.1%ETFXLUUtilities Select Sector SPDR Fund$1,121,122$2,490,027 â–¼-69.0%24,7270.0%ETFUSA RARE EARTH INC$1,079,000$2,158,000 â–¼-66.7%50,0000.0%COMRGTIRigetti Computing$966,000$6,762,000 â–¼-87.5%50,0000.0%TechnologyTIDAL TRUST II$822,727$210,104 â–²34.3%61,9990.0%YIELDMAX GOOGLIWMiShares Russell 2000 ETF$642,663$374,361 â–¼-36.8%2,1390.0%ETFAPLYYieldMax AAPL Option Income Strategy ETF$638,340$162,547 â–²34.2%55,1720.0%ETFSLViShares Silver Trust$633,406$3,551,800 â–¼-84.9%11,8460.0%ETFNVDYYieldMax NVDA Option Income Strategy ETF$546,974$138,706 â–²34.0%43,9690.0%ETFTIDAL TRUST II$503,551$128,608 â–²34.3%47,1490.0%YIELD AMZN ETFTIDAL TRUST II$445,854$114,406 â–²34.5%42,5840.0%YIELD MSFT ETFTIDAL TRUST II$400,180$101,959 â–²34.2%44,6380.0%YIELDMAX METAROCKET LAB CORP$202,080$32,834,137 â–¼-99.4%1,9880.0%COMJPMJPMorgan Chase & Co.$0$73,540,000 â–¼-100.0%00.0%FinanceLAM RESEARCH CORP$0$28,390,713 â–¼-100.0%00.0%COM NEWXLCCommunication Services Select Sector SPDR Fund$0$22,172,000 â–¼-100.0%00.0%ETFKLACKLA$0$14,724,100 â–¼-100.0%00.0%TechnologyPALANTIR TECHNOLOGIES INC$0$11,702,400 â–¼-100.0%00.0%CL AAVAVAeroVironment$0$10,067,750 â–¼-100.0%00.0%IndustrialsBMYBristol Myers Squibb$0$9,097,500 â–¼-100.0%00.0%HealthcareIONQIonQ$0$8,649,000 â–¼-100.0%00.0%TechnologyXMESPDR S&P Metals & Mining ETF$0$6,480,600 â–¼-100.0%00.0%ETFIAKiShares U.S. Insurance ETF$0$5,896,208 â–¼-100.0%00.0%ETFPAVEGlobal X U.S. Infrastructure Development ETF$0$5,081,000 â–¼-100.0%00.0%ETFPJPInvesco Pharmaceuticals ETF$0$4,768,810 â–¼-100.0%00.0%ETFNVONovo Nordisk A/S$0$4,593,750 â–¼-100.0%00.0%HealthcareEWOiShares MSCI Austria ETF$0$4,431,250 â–¼-100.0%00.0%ETFSVOLSimplify Volatility Premium ETF$0$3,995,380 â–¼-100.0%00.0%ETFEPUiShares MSCI Peru and Global Exposure ETF$0$3,719,117 â–¼-100.0%00.0%ETFTAT&T$0$3,521,415 â–¼-100.0%00.0%Communication ServicesALBAlbemarle$0$3,260,265 â–¼-100.0%00.0%MaterialsAAPLApple$0$3,107,659 â–¼-100.0%00.0%TechnologyCBOECboe Global Markets$0$2,654,425 â–¼-100.0%00.0%FinanceIESCIES$0$2,649,173 â–¼-100.0%00.0%IndustrialsSUPER MICRO COMPUTER INC$0$2,277,000 â–¼-100.0%00.0%COM NEWARGTGlobal X MSCI Argentina ETF$0$2,124,057 â–¼-100.0%00.0%ETFECHiShares MSCI Chile ETF$0$1,827,370 â–¼-100.0%00.0%ETFEPOLiShares MSCI Poland ETF$0$1,822,102 â–¼-100.0%00.0%ETFNEMNewmont$0$1,614,549 â–¼-100.0%00.0%MaterialsFCXFreeport-McMoRan$0$1,469,500 â–¼-100.0%00.0%MaterialsAROCArchrock$0$1,111,234 â–¼-100.0%00.0%EnergyLLYEli Lilly and Company$0$888,498 â–¼-100.0%00.0%HealthcareMETAMeta Platforms$0$767,798 â–¼-100.0%00.0%Communication ServicesGXGGlobal X MSCI Colombia ETF$0$631,457 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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