Cavalier Investments, LLC Portfolio Holdings by Sector
Cavalier Investments, LLC
- $293 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY XLC SMH IWM QQQ VFH XLF TLT 35 stocks |
$153,487
52.38% of portfolio
|
23
|
7
|
12
|
- |
7
Calls
5
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR PLTR PLTR 4 stocks |
$23,481
8.01% of portfolio
|
3
|
1
|
2
|
- |
1
Calls
1
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA TSLA TSLA 3 stocks |
$17,202
5.87% of portfolio
|
3
|
- |
2
|
- |
1
Calls
1
Puts
|
|
Internet Content & Information | Communication Services
META META 2 stocks |
$12,356
4.22% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
1
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$11,212
3.83% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE GE GE 3 stocks |
$8,341
2.85% of portfolio
|
3
|
- |
2
|
- |
1
Calls
1
Puts
|
|
Aerospace & Defense | Industrials
HWM TDG 2 stocks |
$7,954
2.71% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BSX BSX BSX 3 stocks |
$7,505
2.56% of portfolio
|
3
|
- |
2
|
- |
1
Calls
1
Puts
|
|
Software—Application | Technology
MSTR ZETA TYL MSTR MSTR 5 stocks |
$6,742
2.3% of portfolio
|
4
|
1
|
3
|
- |
1
Calls
1
Puts
|
|
Communication Services | Communication Services
IGLD 1 stocks |
$5,634
1.92% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX NVO 2 stocks |
$5,361
1.83% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG CEG CEG 3 stocks |
$3,984
1.36% of portfolio
|
2
|
1
|
2
|
- |
1
Calls
1
Puts
|
|
Telecom Services | Communication Services
T 1 stocks |
$3,620
1.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$3,394
1.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
BMI 1 stocks |
$2,465
0.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CBOE 1 stocks |
$2,439
0.83% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$2,407
0.82% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
IESC 1 stocks |
$2,311
0.79% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
FTDR 1 stocks |
$2,133
0.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$1,598
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AMP 1 stocks |
$1,369
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$1,050
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$969
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
AROC 1 stocks |
$886
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
WINA 1 stocks |
$885
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$846
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$808
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
RGTI 1 stocks |
$774
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$737
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA NVDA AVGO AVGO 4 stocks |
$723
0.25% of portfolio
|
4
|
- |
4
|
- |
2
Calls
2
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$216
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM NEM 2 stocks |
$126
0.04% of portfolio
|
2
|
- |
2
|
- |
1
Calls
1
Puts
|