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Latest Cavalier Investments, LLC Stock Portfolio

$3.70Billion– No. of Holdings #60

Cavalier Investments, LLC Performance:
2026 Q1: 0.34%YTD: 0.34%2025: 15.64%
Performance for 2026 Q1 is 0.34%, and YTD is 0.34%, and 2025 is 15.64%.

About Cavalier Investments, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cavalier Investments, LLC reported an equity portfolio of $3.7 Billions as of 31 Mar, 2026.

The top stock holdings of Cavalier Investments, LLC are SPY, QQQ, USO. The fund has invested 2.6% of it's portfolio in SPDR S&P 500 ETF TRUST and 1.6% of portfolio in INVESCO QQQ TRUST SERIES 1.

The fund managers got completely rid off REDDIT INC, VANGUARD FINANCIALS ETF (VAW) and MICROSOFT CORP (MSFT) stocks. They significantly reduced their stock positions in FINANCIAL SELECT SECTOR SPDR FUND (XLB), ISHARES BITCOIN TRUS and JPMORGAN CHASE ORD (JPM). Cavalier Investments, LLC opened new stock positions in UNITED STATES OIL FUND (USO), KLA CORPORATION (KLAC) and VANGUARD VALUE ETF (VB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES SILVER TRUST (SLV), APPLE, INC. (AAPL) and INVESCO QQQ TRUST SERIES 1 (QQQ).
Cavalier Investments, LLC Equity Portfolio Value
Last Reported on: 15 May, 2026

Cavalier Investments, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Cavalier Investments, LLC made a return of 0.34% in the last quarter. In trailing 12 months, it's portfolio return was 20%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
united states oil fund15,503,000
kla corporation14,288,300
vanguard value etf7,894,890
rtx corporation7,841,380
ishares tr 5,896,210
state stret matrl slct sctr spdr etf5,778,130
invesco exchange traded fd t 4,768,810
simplify volatility premium etf3,995,380
New stocks bought by Cavalier Investments, LLC

Additions

Ticker% Inc.
ishares silver trust560
apple, inc.260
invesco qqq trust series 1258
ishares msci austria etf150
spdr s&p 500 etf trust108
ft vest gold strt trgt incm etf37.52
howmet aerospace ord25.71
yieldmax msft optn inc strg etf22.35
Additions to existing portfolio by Cavalier Investments, LLC

Reductions

Ticker% Reduced
financial select sector spdr fund-96.38
ishares bitcoin trus-77.57
jpmorgan chase ord-77.49
newmont corporation-76.95
western digital corporation-72.42
ishares russell 2000 etf-65.58
vaneck gold miners etf-39.04
nvidia corp.-32.15
Cavalier Investments, LLC reduced stake in above stock

Sold off

Ticker$ Sold
vanguard financials etf-9,765,330
reddit inc-11,776,200
spdr portfolio s&p 5 00 growth etf-3,817,730
spdr nyse technology etf-8,545,920
state street spdr s&p capital markets-3,947,340
technology select se ctor spdr fund-2,950,230
microsoft corp-9,266,160
consumer discretiona ry select sector spd-2,222,580
Cavalier Investments, LLC got rid off the above stocks

Sector Distribution

Cavalier Investments, LLC has about 78.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Basic Materials
  • Communication Services
Sector%
Others78.8
Technology12.1
Industrials4.8
Basic Materials1.6
Communication Services1.1

Market Cap. Distribution

Cavalier Investments, LLC has about 20.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
Category%
UNALLOCATED78.8
LARGE-CAP10.5
MEGA-CAP10

Stocks belong to which Index?

About 20.3% of the stocks held by Cavalier Investments, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others79.7
S&P 50018
RUSSELL 20002.3
Top 5 Winners (%)%
WDC
western digital corporation
36.4 %
AROC
aroc
32.4 %
LRCX
lam research corp
24.1 %
IESC
iesc
21.7 %
USOI
ubs ag etracs cd ol cr cl etn
20.7 %
Top 5 Winners ($)$
WDC
western digital corporation
5.1 M
LRCX
lam research corp
1.9 M
HWM
howmet aerospace ord
0.8 M
GLD
spdr gold shares
0.8 M
AFK
vaneck vectors semiconductor etf
0.8 M
Top 5 Losers (%)%
yieldmax msft optn inc strg etf
-23.5 %
yieldmax meta optn inc stgy etf
-18.5 %
PLTR
palantir technologies inc.
-17.1 %
MSTR
microstrategy cl a ord
-16.6 %
yieldmax amzn optn inc strgy etf
-15.7 %
Top 5 Losers ($)$
SPY
spdr s&p 500 etf trust
-3.5 M
QQQ
invesco qqq trust series 1
-2.4 M
PLTR
palantir technologies inc.
-0.8 M
XLB
communicat svs slct sec spdr etf
-0.8 M
MSTR
microstrategy cl a ord
-0.6 M

Cavalier Investments, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cavalier Investments, LLC

Cavalier Investments, LLC has 60 stocks in it's portfolio. About 6.7% of the portfolio is in top 10 stocks. SPY proved to be the most loss making stock for the portfolio. WDC was the most profitable stock for Cavalier Investments, LLC last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions