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CIK: 0001655543
Total reported value
$2.4B
$2.4B
74 檔
6.5%
The Q4 2024 SEC filing reveals that Cavalier Investments, LLC held a total portfolio value of $2.4B, covering 74 public equity positions.
In Q4 2024, Cavalier Investments, LLC displayed an active expansion posture, initiating 10 new positions and adding to 49 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 24.36% | -12.69% | +173.67% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.31% | — | +4.33% | |
| 3 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 8.52% | -0.89% | EXIT | |
| 4 | BSX | Boston Scientific CORP | Stock-Healthcare | 5.33% | — | +148.37% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.71% | -0.30% | -1.53% | |
| 6 | VFH | Vanguard Financials ETF | ETF-Other | 2.71% | — | +4.30% | |
| 7 | HWM | Howmet Aerospace Inc | Stock-Industrials | 2.50% | +0.59% | +4.32% | |
| 8 | CRS | Carpenter Technology | Stock-Industrials | 2.38% | — | +168.46% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 2.34% | +5.98% | NEW | |
| 10 | CRM | Salesforce Inc | Stock-Tech | 1.90% | — | +4.11% | |
| 11 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.75% | +13.99% | -31.01% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | — | +4.05% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.60% | -1.33% | -81.41% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.44% | +0.30% | +3.52% | |
| 15 | PGR | Progressive CORP | Stock-Financials | 1.38% | — | +4.30% | |
| 16 | GE | General Electric | Stock-Industrials | 1.25% | — | +4.23% | |
| 17 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 1.21% | — | — | |
| 18 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.20% | — | +4.20% | |
| 19 | FICO | Fair Isaac CORP | Stock-Tech | 1.08% | — | +3.03% | |
| 20 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.02% | — | +3.95% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.01% | — | — | |
| 22 | CPRT | Copart Inc | Stock-Industrials | 1.00% | — | +4.32% | |
| 23 | GWW | Ww Grainger Inc | Stock-Industrials | 0.97% | — | +3.61% | |
| 24 | BMI | Badger Meter Inc | Stock-Tech | 0.95% | — | +4.10% | |
| 25 | T | At&t Inc | Stock-Comm Services | 0.95% | -0.10% | EXIT | |
| 26 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.88% | — | — | |
| 27 | ETN | Eaton Corporation plc | Stock-Industrials | 0.87% | — | +3.80% | |
| 28 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.86% | +0.02% | -9.93% | |
| 29 | CEG | Constellation Energy | Stock-Utilities | 0.85% | — | +3.94% | |
| 30 | TDG | Transdigm Group Inc | Stock-Industrials | 0.83% | — | +2.52% | |
| 31 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.76% | +0.07% | — | |
| 32 | XLF | Ss Financial Select Sector | ETF-Other | 0.69% | +0.05% | +4.24% | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.67% | -0.12% | EXIT | |
| 34 | ARGT | Global X Msci Argentina ETF | ETF-Other | 0.64% | -0.06% | EXIT | |
| 35 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.63% | -0.07% | EXIT | |
| 36 | ANF | Abercrombie & Fitch Co-cl A | Stock-Consumer Disc | 0.54% | — | +4.14% | |
| 37 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.49% | — | — | |
| 38 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.48% | — | +3.67% | |
| 39 | RJF | Raymond James Financial Inc | Stock-Financials | 0.42% | — | +4.30% | |
| 40 | MOG-A | Moog Inc-class A | Stock-Other | 0.41% | — | +4.04% | |
| 41 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 0.40% | — | +4.33% | |
| 42 | MDGL | Madrigal Pharmaceuticals Inc | Stock-Healthcare | 0.39% | — | +3.96% | |
| 43 | IESC | Ies Holdings Inc | Stock-Industrials | 0.38% | -0.07% | EXIT | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -2.05% | EXIT | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.35% | — | +4.08% | |
| 46 | FSS | Federal Signal CORP | Stock-Industrials | 0.33% | — | +4.16% | |
| 47 | TYL | Tyler Technologies Inc | Stock-Tech | 0.30% | — | +3.13% | |
| 48 | USO | United States Oil Fund LP | ETF-Other | 0.30% | -1.16% | +3.49% | |
| 49 | ECL | Ecolab Inc | Stock-Materials | 0.29% | — | +4.02% | |
| 50 | AAPL | Apple Inc | Stock-Tech | 0.27% | -0.08% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +16.6% | +173.67% | Add |
| 2 | XLC | Ss Comm Select Sector Spdr | +4.2% | +70.81% | Add |
| 3 | BSX | Boston Scientific CORP | +3.5% | +148.37% | Add |
| 4 | AMZN | Amazon.com Inc | +2.4% | +4.33% | Add |
| 5 | CRS | Carpenter Technology | +1.6% | +168.46% | Add |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1% | NEW | New buy |
| 7 | XLY | Ss Consumer Disc Select Sect | +0.9% | NEW | New buy |
| 8 | CRM | Salesforce Inc | +0.5% | +4.11% | Add |
| 9 | VFH | Vanguard Financials ETF | +0.5% | +4.30% | Add |
| 10 | HWM | Howmet Aerospace Inc | +0.5% | +4.32% | Add |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | -1.53% | Trim |
| 12 | XLK | Ss Technology Select Sector | +0.4% | +4.69% | Add |
| 13 | CPRT | Copart Inc | +0.2% | +4.32% | Add |
| 14 | KCE | Ss Spdr S&p Cap Mkts ETF | +0.2% | — | Unchanged |
| 15 | ARGT | Global X Msci Argentina ETF | +0.2% | +4.30% | Add |
| 16 | VRSK | Verisk Analytics Inc | +0.2% | +4.20% | Add |
| 17 | MSFT | Microsoft CORP | +0.2% | +4.05% | Add |
| 18 | MDGL | Madrigal Pharmaceuticals Inc | +0.2% | +3.96% | Add |
| 19 | T | At&t Inc | +0.2% | +4.31% | Add |
| 20 | FICO | Fair Isaac CORP | +0.1% | +3.03% | Add |
| 21 | RJF | Raymond James Financial Inc | +0.1% | +4.30% | Add |
| 22 | XLF | Ss Financial Select Sector | +0.1% | +4.24% | Add |
| 23 | GWW | Ww Grainger Inc | +0.1% | +3.61% | Add |
| 24 | APLY | Yieldmax Aapl Option Income | +0.1% | NEW | New buy |
| 25 | FBY | Yieldmax Meta Option Yield | +0.1% | NEW | New buy |
| 26 | ✓ | Tidal Tr Ii | +0.1% | NEW | New buy |
| 27 | BKNG | Booking Holdings Inc | +0.1% | — | Unchanged |
| 28 | GOOY | Yieldmax Googl Option Income | +0.1% | NEW | New buy |
| 29 | MSFO | Yieldmax Msft Option Is ETF | +0.1% | NEW | New buy |
| 30 | AMZY | Yieldmax Amazn Option Income | +0.1% | NEW | New buy |
| 31 | NVDY | Yieldmax Nvda Option Inc ETF | +0.1% | NEW | New buy |
| 32 | AMP | Ameriprise Financial Inc | +0.1% | +3.67% | Add |
| 33 | ETN | Eaton Corporation plc | +0.1% | +3.80% | Add |
| 34 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 35 | JPM | Jpmorgan Chase & Co | +0.1% | +4.26% | Add |
| 36 | ANF | Abercrombie & Fitch Co-cl A | +0.1% | +4.14% | Add |
| 37 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | — | Unchanged |
| 38 | PGR | Progressive CORP | +0.1% | +4.30% | Add |
| 39 | BMI | Badger Meter Inc | +0.1% | +4.10% | Add |
| 40 | AROC | Archrock Inc | +0.1% | +4.29% | Add |
| 41 | USO | United States Oil Fund LP | +0.1% | +3.49% | Add |
| 42 | CBOE | Cboe Global Markets Inc | +0.1% | +4.14% | Add |
| 43 | IESC | Ies Holdings Inc | 0% | +3.51% | Add |
| 44 | MOG-A | Moog Inc-class A | 0% | +4.04% | Add |
| 45 | META | Meta Platforms Inc-class A | 0% | +3.70% | Add |
| 46 | WINA | Winmark CORP | 0% | +2.83% | Add |
| 47 | FSS | Federal Signal CORP | 0% | +4.16% | Add |
| 48 | TYL | Tyler Technologies Inc | 0% | +3.13% | Add |
| 49 | HUBB | Hubbell Inc | 0% | +2.60% | Add |
| 50 | PWR | Quanta Services Inc | 0% | +3.69% | Add |
According to official SEC Form 13F filings, Cavalier Investments, LLC reported a total U.S. public equity portfolio value of $2.4B across 74 disclosed positions in Q4 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 QQQ, AMZN, XLC) accounted for 6.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
SPYG
市值: $3.0M
Top Position Liquidated / Trimmed
RSPT
前期市值: $5.7M
During Q4 2024, Cavalier Investments, LLC's top holdings by market value included QQQ (24.4%)、AMZN (9.3%)、XLC (8.5%). The largest single position, QQQ, represented 24.4% of total portfolio value.
In Q4 2024, Cavalier Investments, LLC made 91 total portfolio adjustments, initiating 10 new buys, adding to 49 positions, trimming 12 holdings, and fully liquidating 20 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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