§ 13F · FUND PROFILE
Cavalier Investments, LLC.
AUM · $2.4B (13F)Positions · 70Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$110M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 760K | $568M | 23.6% | −44% |
| 2 | QQQ | INVESCO QQQ TR | 606K | $446M | 18.5% | −65% |
| 3 | SMH | VANECK ETF TRUST | 570K | $374M | 15.5% | +36% |
| 4 | QQQ | INVESCO QQQ TR | 312K | $230M | 9.6% | — |
| 5 | SMH | VANECK ETF TRUST | 143K | $93M | 3.9% | — |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 100K | $75M | 3.1% | — |
| 7 | XLK | SELECT SECTOR SPDR TR | 325K | $62M | 2.6% | NEW |
| 8 | XLK | SELECT SECTOR SPDR TR | 231K | $44M | 1.8% | — |
| 9 | XLK | SELECT SECTOR SPDR TR | 200K | $38M | 1.6% | — |
| 10 | NVDA | NVIDIA CORPORATION | 180K | $36M | 1.5% | −19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAVALIER SIGNAL
AC read
Cavalier Investments, LLC is a Other fund managing $2.4 billion in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →