Cavalier Investments, LLC
73 holdingsFiling period: 2026-03-31Current AUM: $4.29Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Trust Series 1 | 2.65M | $1.53B | $1.83B | 42.55% | +1.77M | 2026-03-31 |
| 2 | SPY | SPDR S&P 500 ETF Trust | 1.58M | $1.03B | $1.18B | 27.47% | +594.4K | 2026-03-31 |
| 3 | SMH | VanEck Vectors Semiconductor ETF | 526.0K | $201.7M | $284.3M | 6.63% | +219.3K | 2026-03-31 |
| 4 | GLD | SPDR Gold Shares | 226.1K | $97.3M | $84.0M | 1.96% | +204.2K | 2026-03-31 |
| 5 | JPM | JPMORGAN CHASE ORD | 258.2K | $76.0M | $90.8M | 2.12% | +121.6K | 2026-03-31 |
| 6 | NVDA | NVIDIA Corp. | 423.4K | $73.8M | $85.0M | 1.98% | +209.4K | 2026-03-31 |
| 7 | WDC | Western Digital Corporation | 196.8K | $53.2M | $107.2M | 2.50% | +34.8K | 2026-03-31 |
| 8 | IWM | ISHARES RUSSELL 2000 ETF | 203.4K | $50.4M | $59.2M | 1.38% | -106,449 | 2026-03-31 |
| 9 | USO | United States Oil Fund | 369.8K | $47.1M | $47.8M | 1.11% | -- | 2026-03-31 |
| 10 | TSLA | TESLA INC | 100.0K | $37.2M | $31.1M | 0.73% | +53.9K | 2026-03-31 |
| 11 | IBIT | iShares Bitcoin Trus | 866.2K | $33.3M | $30.9M | 0.72% | +578.0K | 2026-03-31 |
| 12 | XLC | COMMUNICAT SVS SLCT SEC SPDR ETF | 295.6K | $32.8M | $32.0M | 0.75% | +70.1K | 2026-03-31 |
| 13 | XLE | SELECT SECTOR SPDR TR | 500.0K | $30.6M | $29.8M | 0.69% | -- | 2026-03-31 |
| 14 | KLAC | KLA Corporation | 19.7K | $29.0M | $3.6M | 0.08% | -- | 2026-03-31 |
| 15 | LRCX | LAM RESEARCH CORP | 132.9K | $28.4M | $38.9M | 0.91% | -167,581 | 2026-03-31 |
| 16 | SLV | iShares Silver Trust | 373.3K | $25.4M | $19.5M | 0.46% | +361.4K | 2026-03-31 |
| 17 | RKLB | ROCKET LAB CORP | 325.0K | $20.9M | $21.1M | 0.49% | -- | 2026-03-31 |
| 18 | XLB | STATE STRET MATRL SLCT SCTR SPDR ETF | 415.6K | $20.8M | $21.0M | 0.49% | -- | 2026-03-31 |
| 19 | XLP | State Street Consumer Staples Select Sector SPDR ETF | 237.4K | $19.5M | $20.2M | 0.47% | -- | 2026-03-31 |
| 20 | EWY | ISHARES INC | 135.7K | $16.7M | $21.3M | 0.50% | -- | 2026-03-31 |
| 21 | XLI | SELECT SECTOR SPDR TR | 100.0K | $16.2M | $18.0M | 0.42% | -- | 2026-03-31 |
| 22 | PLTR | Palantir Technologies Inc. | 103.3K | $15.1M | $12.7M | 0.30% | -21,700 | 2026-03-31 |
| 23 | RTX | RTX Corporation | 70.7K | $13.6M | $15.2M | 0.35% | -- | 2026-03-31 |
| 24 | XLU | SELECT SECTOR UTI SELECT SPDR ETF | 279.6K | $12.8M | $12.4M | 0.29% | -- | 2026-03-31 |
| 25 | HWM | HOWMET AEROSPACE ORD | 55.0K | $12.7M | $15.5M | 0.36% | +27.2K | 2026-03-31 |
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