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CIK: 0001655543
Total reported value
$2.4B
$2.4B
81 檔
4.3%
The Q1 2024 SEC filing reveals that Cavalier Investments, LLC held a total portfolio value of $2.4B, covering 81 public equity positions.
During Q1 2024, Cavalier Investments, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SMH, QQQ, XLK) accounted for 4.3% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SMH | Vaneck Semiconductor ETF | ETF-Other | 12.58% | +13.99% | +41.83% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.54% | -12.69% | -9.83% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 7.33% | +5.98% | NEW | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.03% | +0.86% | +24.84% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.51% | -0.30% | -38.33% | |
| 6 | XLE | Ss Energy Select Sector | ETF-Other | 3.32% | -0.39% | +5.94% | |
| 7 | FICO | Fair Isaac CORP | Stock-Tech | 2.47% | — | +98.39% | |
| 8 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.34% | — | +144.46% | |
| 9 | VFH | Vanguard Financials ETF | ETF-Other | 2.24% | — | +5.90% | |
| 10 | AMD | Advanced Micro Devices | Stock-Tech | 2.10% | — | +1865.52% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.01% | — | +105.50% | |
| 12 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.96% | — | — | |
| 13 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.93% | +0.59% | +5.93% | |
| 14 | CPRT | Copart Inc | Stock-Industrials | 1.79% | — | +5.94% | |
| 15 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.67% | — | +4.96% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | — | +7.19% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 1.64% | — | +5.75% | |
| 18 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.63% | — | +5.92% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.49% | -0.02% | EXIT | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.36% | +0.30% | -41.70% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.29% | -0.08% | EXIT | |
| 22 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 1.19% | — | +5.83% | |
| 23 | INTC | Intel CORP | Stock-Tech | 1.10% | — | +5.91% | |
| 24 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.07% | +0.02% | — | |
| 25 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 1.06% | — | -54.94% | |
| 26 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.02% | — | +5.30% | |
| 27 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.99% | — | +5.69% | |
| 28 | APPF | Appfolio Inc - A | Stock-Tech | 0.94% | — | +5.66% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.94% | — | — | |
| 30 | GWW | Ww Grainger Inc | Stock-Industrials | 0.91% | — | +4.78% | |
| 31 | TDG | Transdigm Group Inc | Stock-Industrials | 0.81% | — | -56.52% | |
| 32 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.79% | — | +5.72% | |
| 33 | SNPS | Synopsys Inc | Stock-Tech | 0.79% | — | +4.68% | |
| 34 | ELF | Elf Beauty Inc | Stock-Consumer Staples | 0.78% | — | +7.72% | |
| 35 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.77% | — | +104.95% | |
| 36 | PGR | Progressive CORP | Stock-Financials | 0.76% | — | — | |
| 37 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.71% | +0.07% | — | |
| 38 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.70% | -0.89% | EXIT | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.70% | -0.10% | EXIT | |
| 40 | BMI | Badger Meter Inc | Stock-Tech | 0.70% | — | +5.61% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.69% | -1.33% | -28.65% | |
| 42 | CEG | Constellation Energy | Stock-Utilities | 0.68% | — | — | |
| 43 | SPSC | Sps Commerce Inc | Stock-Tech | 0.66% | — | +5.45% | |
| 44 | MMS | Maximus Inc | Stock-Industrials | 0.64% | — | +5.74% | |
| 45 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.63% | — | +5.43% | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.57% | +0.05% | +5.92% | |
| 47 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.57% | -0.07% | EXIT | |
| 48 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.56% | — | +4.97% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.02% | EXIT | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.51% | -0.12% | EXIT |
According to official SEC Form 13F filings, Cavalier Investments, LLC reported a total U.S. public equity portfolio value of $2.4B across 81 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q1 2024, Cavalier Investments, LLC's top holdings by market value included SMH (12.6%)、QQQ (8.5%)、XLK (7.3%). The largest single position, SMH, represented 12.6% of total portfolio value.
In Q1 2024, Cavalier Investments, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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