§ 13F · FUND PROFILE
Cavalier Investments, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $330M (13F)Positions · 71Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$240M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 1.30M | $750M | 20.3% | +199% |
| 2 | QQQ | INVESCO QQQ TR | 1.25M | $721M | 19.5% | — |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 830K | $540M | 14.6% | +60% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 600K | $390M | 10.5% | — |
| 5 | SMH | VANECK ETF TRUST | 258K | $99M | 2.7% | +71% |
| 6 | SPY | SPDR S&P 500 ETF Trust | 148K | $96M | 2.6% | — |
| 7 | SMH | VANECK ETF TRUST | 238K | $91M | 2.5% | — |
| 8 | GLD | SPDR GOLD TR | 140K | $60M | 1.6% | +933% |
| 9 | QQQ | Invesco QQQ Trust Series 1 | 103K | $60M | 1.6% | — |
| 10 | NVDA | NVIDIA CORPORATION | 330K | $58M | 1.6% | +98% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAVALIER SIGNAL
AC read
Cavalier Investments, LLC is a Other fund managing $330 million in assets. The fund runs a portfolio of 71 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed