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
84 檔
4.8%
During the Q3 2024 filing period, Cavalier Investments, LLC (CIK: 0001655543) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.4B across 84 reported positions.
In Q3 2024, Cavalier Investments, LLC displayed an active expansion posture, initiating 9 new positions and adding to 56 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 8.85% | -0.02% | EXIT | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 7.91% | -1.33% | +1204.27% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.80% | -12.69% | -3.38% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.96% | — | +500.80% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.30% | -0.30% | -1.86% | |
| 6 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 4.28% | -0.89% | EXIT | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.73% | — | +2966.47% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.44% | +0.86% | -71.31% | |
| 9 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.37% | +13.99% | -76.60% | |
| 10 | VFH | Vanguard Financials ETF | ETF-Other | 2.22% | — | +6.58% | |
| 11 | HWM | Howmet Aerospace Inc | Stock-Industrials | 2.02% | +0.59% | +6.62% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 1.99% | +5.98% | NEW | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.97% | -0.08% | EXIT | |
| 14 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.85% | — | +6.66% | |
| 15 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.76% | — | — | |
| 16 | XLE | Ss Energy Select Sector | ETF-Other | 1.68% | -0.39% | +6.59% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | — | +6.18% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.43% | +0.30% | -3.72% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 1.37% | — | +6.28% | |
| 20 | PGR | Progressive CORP | Stock-Financials | 1.29% | — | +6.66% | |
| 21 | GE | General Electric | Stock-Industrials | 1.25% | — | +6.47% | |
| 22 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.04% | — | +6.01% | |
| 23 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.04% | — | +537.59% | |
| 24 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.03% | — | +6.43% | |
| 25 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 1.01% | — | — | |
| 26 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.96% | — | -37.78% | |
| 27 | FICO | Fair Isaac CORP | Stock-Tech | 0.94% | — | +4.56% | |
| 28 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.90% | — | — | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.88% | +0.02% | -4.73% | |
| 30 | CEG | Constellation Energy | Stock-Utilities | 0.87% | — | -73.04% | |
| 31 | BMI | Badger Meter Inc | Stock-Tech | 0.86% | — | +6.27% | |
| 32 | GWW | Ww Grainger Inc | Stock-Industrials | 0.85% | — | +5.48% | |
| 33 | TDG | Transdigm Group Inc | Stock-Industrials | 0.83% | — | +3.76% | |
| 34 | APPF | Appfolio Inc - A | Stock-Tech | 0.83% | — | +6.40% | |
| 35 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.82% | -0.12% | EXIT | |
| 36 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.81% | — | +5.80% | |
| 37 | T | At&t Inc | Stock-Comm Services | 0.80% | -0.10% | EXIT | |
| 38 | CPRT | Copart Inc | Stock-Industrials | 0.80% | — | +6.65% | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.77% | -0.30% | — | |
| 40 | ETN | Eaton Corporation plc | Stock-Industrials | 0.77% | — | +5.79% | |
| 41 | CRS | Carpenter Technology | Stock-Industrials | 0.77% | — | — | |
| 42 | INTC | Intel CORP | Stock-Tech | 0.72% | — | — | |
| 43 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.67% | +0.07% | — | |
| 44 | MMS | Maximus Inc | Stock-Industrials | 0.65% | — | +6.45% | |
| 45 | SPSC | Sps Commerce Inc | Stock-Tech | 0.64% | — | +6.18% | |
| 46 | SNPS | Synopsys Inc | Stock-Tech | 0.63% | — | +5.34% | |
| 47 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.58% | -0.07% | EXIT | |
| 48 | XLF | Ss Financial Select Sector | ETF-Other | 0.57% | +0.05% | +6.60% | |
| 49 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 0.55% | — | -82.50% | |
| 50 | ARGT | Global X Msci Argentina ETF | ETF-Other | 0.45% | -0.06% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +7.4% | +1204.27% | Add |
| 2 | LLY | Eli Lilly & Co | +5.9% | +211.06% | Add |
| 3 | AMZN | Amazon.com Inc | +5.8% | +500.80% | Add |
| 4 | XLC | Ss Comm Select Sector Spdr | +3.6% | +458.16% | Add |
| 5 | AVGO | Broadcom Inc | +1.9% | +2966.47% | Add |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.9% | NEW | New buy |
| 7 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.8% | NEW | New buy |
| 8 | CRS | Carpenter Technology | +0.8% | NEW | New buy |
| 9 | INTC | Intel CORP | +0.7% | NEW | New buy |
| 10 | AAPL | Apple Inc | +0.6% | +30.09% | Add |
| 11 | HWM | Howmet Aerospace Inc | +0.6% | +6.62% | Add |
| 12 | ANF | Abercrombie & Fitch Co-cl A | +0.5% | NEW | New buy |
| 13 | PTGX | Protagonist Therapeutics Inc | +0.4% | NEW | New buy |
| 14 | IESC | Ies Holdings Inc | +0.3% | NEW | New buy |
| 15 | VFH | Vanguard Financials ETF | +0.3% | +6.58% | Add |
| 16 | PGR | Progressive CORP | +0.3% | +6.66% | Add |
| 17 | GE | General Electric | +0.3% | +6.47% | Add |
| 18 | BSX | Boston Scientific CORP | +0.3% | +6.66% | Add |
| 19 | FICO | Fair Isaac CORP | +0.3% | +4.56% | Add |
| 20 | MDGL | Madrigal Pharmaceuticals Inc | +0.2% | NEW | New buy |
| 21 | AROC | Archrock Inc | +0.2% | NEW | New buy |
| 22 | BMI | Badger Meter Inc | +0.2% | +6.27% | Add |
| 23 | CRM | Salesforce Inc | +0.2% | +6.28% | Add |
| 24 | GWW | Ww Grainger Inc | +0.2% | +5.48% | Add |
| 25 | T | At&t Inc | +0.1% | +6.64% | Add |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.86% | Trim |
| 27 | CBOE | Cboe Global Markets Inc | +0.1% | +6.33% | Add |
| 28 | KCE | Ss Spdr S&p Cap Mkts ETF | +0.1% | — | Unchanged |
| 29 | TDG | Transdigm Group Inc | +0.1% | +3.76% | Add |
| 30 | GRBK | Green Brick Partners Inc | +0.1% | +6.32% | Add |
| 31 | MMS | Maximus Inc | +0.1% | +6.45% | Add |
| 32 | XLF | Ss Financial Select Sector | +0.1% | +6.60% | Add |
| 33 | ARGT | Global X Msci Argentina ETF | +0.1% | +6.59% | Add |
| 34 | ETN | Eaton Corporation plc | +0.1% | +5.79% | Add |
| 35 | MOG-A | Moog Inc-class A | +0.1% | +6.17% | Add |
| 36 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | — | Unchanged |
| 37 | T86 | Tri Pointe Homes Inc | +0.1% | +6.50% | Add |
| 38 | SPSC | Sps Commerce Inc | +0.1% | +6.18% | Add |
| 39 | VRSK | Verisk Analytics Inc | +0.1% | +6.43% | Add |
| 40 | IR | Ingersoll-rand Inc | +0.1% | +6.26% | Add |
| 41 | AMP | Ameriprise Financial Inc | +0.1% | +5.57% | Add |
| 42 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +6.01% | Add |
| 43 | DECK | Deckers Outdoor CORP | +0.1% | +537.59% | Add |
| 44 | FSS | Federal Signal CORP | +0.1% | +6.36% | Add |
| 45 | TYL | Tyler Technologies Inc | 0% | +4.72% | Add |
| 46 | RSPT | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 47 | REGN | Regeneron Pharmaceuticals | 0% | +5.80% | Add |
| 48 | XLE | Ss Energy Select Sector | 0% | +6.59% | Add |
| 49 | HUBB | Hubbell Inc | 0% | +3.88% | Add |
| 50 | TLT | Ishares 20+ Year Treasury Bd | 0% | -3.72% | Trim |
According to official SEC Form 13F filings, Cavalier Investments, LLC reported a total U.S. public equity portfolio value of $2.4B across 84 disclosed positions in Q3 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.
In terms of portfolio concentration, the top 5 core holdings (including LLY, IWM, QQQ) accounted for 4.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
SPYV
市值: $2.9M
Top Position Liquidated / Trimmed
TSLA
前期市值: $4.0M
During Q3 2024, Cavalier Investments, LLC's top holdings by market value included LLY (8.8%)、IWM (7.9%)、QQQ (7.8%). The largest single position, LLY, represented 8.8% of total portfolio value.
In Q3 2024, Cavalier Investments, LLC made 84 total portfolio adjustments, initiating 9 new buys, adding to 56 positions, trimming 15 holdings, and fully liquidating 4 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.