Cavalier Investments, LLC Portfolio Holdings

Cavalier Investments, LLC

  • $293 Million
  • Q3 2025

Cavalier Investments, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $293 Million distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $24.8M, Select Sector Spdr Tr Communic with a value of $19.3M, Tesla, Inc. with a value of $16.1M, Vaneck ETF Tr Semiconductor Et with a value of $15.8M, and Ishares Russell 2000 ETF with a value of $14.5M.

Examining the 13F form we can see an decrease of $25.9M in the current position value, from $319M to 293M.

Below you can find more details about Cavalier Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $293 Million
ETFs: $153 Million
Technology: $35 Million
Consumer Cyclical: $25 Million
Industrials: $22.2 Million
Communication Services: $21.6 Million
Financial Services: $15 Million
Healthcare: $13.6 Million
Utilities: $4.95 Million
Other: $2.06 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.8 Million 8.45% of portfolio
37,158
Q3 2025 Added 108.11%
$0
$19.3 Million 6.6% of portfolio
163,273
Q3 2025 Added 374.98%
$1.29T
$16.1 Million 5.51% of portfolio
36,282
Q3 2025 Added 245.12%
$0
$15.8 Million 5.39% of portfolio
48,390
Q3 2025 Reduced 5.55%
$0
$14.5 Million 4.95% of portfolio
59,935
Q3 2025 Added 499.65%
$3.78T
$14.3 Million 4.89% of portfolio
27,671
Q3 2025 Reduced 25.48%
$1.37T
$12.1 Million 4.12% of portfolio
16,427
Q3 2025 Reduced 57.54%
$0
$11.4 Million 3.9% of portfolio
19,058
Q3 2025 Reduced 40.32%
$881B
$11.2 Million 3.83% of portfolio
35,546
Q3 2025 Added 5.33%
$0
$9.31 Million 3.18% of portfolio
70,912
Q3 2025 Added 5.44%
$342B
$8.74 Million 2.98% of portfolio
47,910
Q3 2025 Added 0.78%
$328B
$8.19 Million 2.8% of portfolio
27,229
Q3 2025 Added 1,194.15%
$0
$7.89 Million 2.69% of portfolio
146,423
Q3 2025 Added 5.45%
$0
$7.38 Million 2.52% of portfolio
82,621
Q3 2025 Added 354.26%
$147B
$7.36 Million 2.51% of portfolio
75,388
Q3 2025 Added 49.91%
$0
$5.63 Million 1.92% of portfolio
235,347
Q3 2025 New
$84.4B
$5.3 Million 1.81% of portfolio
27,005
Q3 2025 Reduced 90.23%
$0
$4.05 Million 1.38% of portfolio
38,734
Q3 2025 Reduced 3.16%
$0
$4.02 Million 1.37% of portfolio
26,328
Q1 2024 Reduced 54.94%
$111B
$3.92 Million 1.34% of portfolio
11,915
Q3 2025 Reduced 61.87%
$1.87B
$3.75 Million 1.28% of portfolio
11,627
Q3 2025 New
$181B
$3.62 Million 1.24% of portfolio
128,211
Q3 2025 Added 5.46%
$33.9B
$3.39 Million 1.16% of portfolio
13,497
Q3 2025 Added 5.32%
$0
$3.24 Million 1.11% of portfolio
13,804
Q2 2023 Reduced 66.01%
$111B
$3.06 Million 1.04% of portfolio
7,807
Q3 2025 Added 5.0%
$0
$3.01 Million 1.03% of portfolio
11,050
Q3 2025 Reduced 15.71%
$0
$2.92 Million 0.99% of portfolio
38,156
Q3 2025 Added 40.83%
$0
$2.8 Million 0.96% of portfolio
9,942
Q3 2025 Reduced 66.24%
$72.7B
$2.66 Million 0.91% of portfolio
2,015
Q3 2025 Added 4.46%
$5.15B
$2.47 Million 0.84% of portfolio
13,806
Q3 2025 Added 5.2%
$27.4B
$2.44 Million 0.83% of portfolio
9,948
Q3 2025 Added 5.25%
$9.78B
$2.41 Million 0.82% of portfolio
53,545
Q3 2025 Added 5.37%
$0
$2.41 Million 0.82% of portfolio
10,073
Q3 2025 Reduced 3.14%
$109B
$2.3 Million 0.79% of portfolio
41,537
Q3 2025 Added 81.15%
$7.49B
$2.31 Million 0.79% of portfolio
5,812
Q3 2025 Added 4.46%
$4.17B
$2.13 Million 0.73% of portfolio
31,706
Q3 2025 Added 5.36%
$3.16B
$2.08 Million 0.71% of portfolio
104,856
Q3 2025 Reduced 33.45%
$0
$2.06 Million 0.7% of portfolio
36,063
Q3 2025 Reduced 2.11%
$0
$1.7 Million 0.58% of portfolio
52,816
Q3 2025 Added 5.45%
$0
$1.68 Million 0.57% of portfolio
24,021
Q3 2025 Added 5.44%
$191B
$1.6 Million 0.55% of portfolio
296
Q2 2024 Reduced 83.23%
$0
$1.55 Million 0.53% of portfolio
50,000
Q2 2025 New
$47B
$1.37 Million 0.47% of portfolio
2,787
Q3 2025 Added 4.66%
$73.7B
$1.05 Million 0.36% of portfolio
3,835
Q3 2025 Added 5.1%
$72.7B
$969,000 0.33% of portfolio
4,948
Q3 2025 Reduced 66.17%
$3.75B
$886,000 0.3% of portfolio
33,696
Q3 2025 Added 5.43%
$1.45B
$885,000 0.3% of portfolio
1,779
Q3 2025 Added 3.61%
$4.3T
$846,000 0.29% of portfolio
3,323
Q3 2025 Added 3.88%
$19.5B
$845,000 0.29% of portfolio
1,617
Q3 2025 Added 3.99%

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $293 Million
  • Prior Value $319 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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