Cavalier Investments, LLC
CIK: 0001655543SEC EDGAR →
Portfolio Value
$730K
Holdings
61
As of
Q4 2025
New Positions
6
Closed Positions
9
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SMHCall VANECK ETF TRUST | 270,000 | $97K | 13.32% |
| 2 | IWMCall ISHARES TR | 300,000 | $74K | 10.11% |
| 3 | GEPut GE AEROSPACE | 175,000 | $54K | 7.38% |
| 4 | LRCXPut LAM RESEARCH CORP | 255,000 | $44K | 5.98% |
| 5 | JPMPut JPMORGAN CHASE & CO. | 100,000 | $32K | 4.41% |
| 6 | NVDAPut NVIDIA CORPORATION | 150,000 | $28K | 3.83% |
| 7 | General Electric Co | 60,674 | $19K | 2.56% |
| 8 | PLTRPut PALANTIR TECHNOLOGIES INC | 100,000 | $18K | 2.43% |
| 9 | XLVCall SELECT SECTOR SPDR TR | 110,000 | $17K | 2.33% |
| 10 | Communication Servic es Select Sector SPD | 125,490 | $15K | 2.02% |
Quarterly Changes
New Positions (38)
$97K · 270K shares
$74K · 300K shares
$44K · 255K shares
$32K · 100K shares
$19K · 61K shares
$17K · 110K shares
$15K · 125K shares
$14K · 82K shares
$14K · 80K shares
$13K · 30K shares
$13K · 37K shares
$12K · 75K shares
$12K · 25K shares
$12K · 64K shares
$12K · 51K shares
$12K · 100K shares
$11K · 50K shares
$10K · 103K shares
$9K · 108K shares
$9K · 200K shares
$9K · 22K shares
$8K · 151K shares
$8K · 45K shares
$7K · 16K shares
$6K · 65K shares
$4K · 25K shares
$4K · 36K shares
$4K · 75K shares
$4K · 72K shares
$3K · 22K shares
$2K · 42K shares
$826 · 18K shares
$712 · 2K shares
$431 · 5K shares
$281 · 2K shares
$48 · 71K shares
$17 · 29K shares
$0 · 1K shares
Closed Positions (25)
$18K · 168K shares
$14K · 51K shares
$12K · 39K shares
$8K · 77K shares
$7K · 83K shares
$7K · 148K shares
$4K · 41K shares
$3K · 13K shares
$3K · 8K shares
$2K · 12K shares
$2K · 54K shares
$2K · 105K shares
$2K · 32K shares
$1K · 123K shares
$955 · 3K shares
$753 · 4K shares
$649 · 3K shares
$644 · 2K shares
$220 · 2K shares
$40 · 17K shares
$16 · 500 shares
$12 · 2K shares
$1 · 2K shares
$0 · 296 shares
$0 · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 32 | $370K | 50.7% |
| Technology | 16 | $176K | 24.1% |
| Industrials | 4 | $81K | 11.0% |
| Communication Services | 4 | $27K | 3.6% |
| Consumer Cyclical | 3 | $22K | 3.0% |
| Unknown | 12 | $19K | 2.6% |
| Healthcare | 5 | $15K | 2.0% |
| Utilities | 3 | $14K | 1.9% |
| Basic Materials | 1 | $6K | 0.9% |
| Energy | 1 | $904 | 0.1% |