Cavalier Investments, LLC
CIK 1655543 · Holdings on Mar 31, 2025 · First reported Apr 24, 2025
Top ten holdings
Q1 2025- QQQ9.23%
- HWM5.96%
- AMZN4.94%
- SMH4.21%
- META4.15%
- XLC4.13%
- IWM3.97%
- SPY3.91%
- BSX3.56%
- CRS3.15%
Share classes counted separately47.21%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- QQQWeight decreased · -15.13 pp24.36% → 9.23%Shares -84.64K (-59.36%)
- XLCWeight decreased · -4.39 pp8.52% → 4.13%Shares -137.35K (-52.13%)
- AMZNWeight decreased · -4.37 pp9.31% → 4.94%Shares -50.60K (-39.84%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $27.17M | 9.23% | 57.95K shares | 24.36% → 9.23%-15.13 pp -84.64K (-59.36%) | Reduced | ↗▾ |
| 02 | HWMHOWMET AEROSPACE INC View history and evidence | $17.55M | 5.96% | 135.31K shares | 2.50% → 5.96%+3.46 pp +66.91K (+97.83%) | Added | ↗▾ |
| 03 | AMZNAMAZON.COM INC View history and evidence | $14.54M | 4.94% | 76.43K shares | 9.31% → 4.94%-4.37 pp -50.60K (-39.84%) | Reduced | ↗▾ |
| 04 | SMHVANECK SEMICONDUCTOR ETFSEMICONDUCTR ETF View history and evidence | $12.38M | 4.21% | 58.53K shares | 1.75% → 4.21%+2.46 pp +36.86K (+170.11%) | Added | ↗▾ |
| 05 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $12.22M | 4.15% | 21.21K shares | 0.26% → 4.15%+3.89 pp +19.86K (+1476.73%) | Added | ↗▾ |
| 06 | XLCSS COMM SELECT SECTOR SPDRCOMMUNICATION View history and evidence | $12.16M | 4.13% | 126.11K shares | 8.52% → 4.13%-4.39 pp -137.35K (-52.13%) | Reduced | ↗▾ |
| 07 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $11.68M | 3.97% | 58.53K shares | 1.60% → 3.97%+2.37 pp +36.84K (+169.88%) | Added | ↗▾ |
| 08 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $11.51M | 3.91% | 20.57K shares | 4.71% → 3.91%-0.80 pp -3.47K (-14.44%) | Reduced | ↗▾ |
| 09 | BSXBOSTON SCIENTIFIC CORP View history and evidence | $10.48M | 3.56% | 103.84K shares | 5.33% → 3.56%-1.77 pp -74.59K (-41.80%) | Reduced | ↗▾ |
| 10 | CRSCARPENTER TECHNOLOGY View history and evidence | $9.28M | 3.15% | 51.20K shares | 2.38% → 3.15%+0.77 pp +9.16K (+21.80%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 13
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SPYG SS SPDR P S&P 500 GROWTH ETF | Non-derivative | -34,421 | -$3.03M | SEC filing ↗ | SEC filing ↗ |
| XLY SS CONSUMER DISC SELECT SECT | Non-derivative | -11,675 | -$2.62M | SEC filing ↗ | SEC filing ↗ |
| ETN EATON CORP PLC | Non-derivative | -7,858 | -$2.61M | SEC filing ↗ | SEC filing ↗ |
3 / 13 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1655543 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 294334514
}Research all 75 reported holdings.
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