13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001655543
Total reported value
$2.4B
$2.4B
79 檔
5.8%
At the close of Q2 2024, Cavalier Investments, LLC disclosed equity holdings valued at approximately $2.4B, spread across 79 reported holdings.
During Q2 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, XLK, NVDA) accounted for 5.8% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SMH | Vaneck Semiconductor ETF | ETF-Other | 10.77% | +13.99% | -12.37% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 9.39% | +5.98% | NEW | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 8.70% | +0.86% | +1400.68% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.95% | -12.69% | +2.32% | |
| 5 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 6.21% | — | +2344.05% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.17% | -0.30% | +5.27% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.92% | -0.02% | EXIT | |
| 8 | CEG | Constellation Energy | Stock-Utilities | 2.51% | — | +303.57% | |
| 9 | VFH | Vanguard Financials ETF | ETF-Other | 1.90% | — | +3.05% | |
| 10 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.72% | — | — | |
| 11 | XLE | Ss Energy Select Sector | ETF-Other | 1.65% | -0.39% | -39.06% | |
| 12 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.60% | — | +3.08% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.54% | — | +2.81% | |
| 14 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.47% | +0.59% | -20.51% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.39% | +0.30% | +25.41% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.38% | -0.08% | EXIT | |
| 17 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.35% | — | — | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.22% | +0.05% | — | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 1.22% | — | +2.90% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.21% | — | — | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.02% | — | +17.06% | |
| 22 | PGR | Progressive CORP | Stock-Financials | 0.99% | — | +54.12% | |
| 23 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.99% | — | +2.78% | |
| 24 | GE | General Electric | Stock-Industrials | 0.99% | — | — | |
| 25 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.99% | — | +48.84% | |
| 26 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.98% | — | +2.98% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.94% | -0.02% | EXIT | |
| 28 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.93% | -0.12% | EXIT | |
| 29 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 0.89% | — | — | |
| 30 | AMD | Advanced Micro Devices | Stock-Tech | 0.88% | — | -44.92% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.87% | +0.02% | — | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.83% | — | -59.42% | |
| 33 | APPF | Appfolio Inc - A | Stock-Tech | 0.81% | — | +2.96% | |
| 34 | CPRT | Copart Inc | Stock-Industrials | 0.78% | — | -44.85% | |
| 35 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.77% | — | -49.95% | |
| 36 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.73% | -0.89% | EXIT | |
| 37 | TDG | Transdigm Group Inc | Stock-Industrials | 0.72% | — | +1.72% | |
| 38 | SNPS | Synopsys Inc | Stock-Tech | 0.71% | — | +2.46% | |
| 39 | GWW | Ww Grainger Inc | Stock-Industrials | 0.70% | — | +2.52% | |
| 40 | BMI | Badger Meter Inc | Stock-Tech | 0.69% | — | +2.90% | |
| 41 | FICO | Fair Isaac CORP | Stock-Tech | 0.69% | — | -72.05% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.69% | — | — | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.66% | -0.10% | EXIT | |
| 44 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.59% | +0.07% | — | |
| 45 | SPSC | Sps Commerce Inc | Stock-Tech | 0.58% | — | +2.85% | |
| 46 | MMS | Maximus Inc | Stock-Industrials | 0.56% | — | +2.98% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.56% | -1.33% | — | |
| 48 | ACLS | Axcelis Technologies Inc | Stock-Tech | 0.49% | — | +2.86% | |
| 49 | XLF | Ss Financial Select Sector | ETF-Other | 0.48% | +0.05% | +3.09% | |
| 50 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.48% | — | +2.52% |
According to official SEC Form 13F filings, Cavalier Investments, LLC reported a total U.S. public equity portfolio value of $2.4B across 79 disclosed positions in Q2 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 Q2 2024, Cavalier Investments, LLC's top holdings by market value included SMH (10.8%)、XLK (9.4%)、NVDA (8.7%). The largest single position, SMH, represented 10.8% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.