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CIK: 0001655543
Total reported value
$2.4B
$2.4B
75 檔
3.5%
In Q1 2025, Cavalier Investments, LLC's U.S. equity holdings reached a combined market value of $2.4B, distributed across 75 disclosed stock positions.
In Q1 2025, Cavalier Investments, LLC displayed an active expansion posture, initiating 75 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, HWM, AMZN) accounted for 3.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
QQQ
市值: $27.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.23% | -12.69% | -59.36% | |
| 2 | HWM | Howmet Aerospace Inc | Stock-Industrials | 5.96% | +0.59% | +97.83% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.94% | — | -39.84% | |
| 4 | SMH | Vaneck Semiconductor ETF | ETF-Other | 4.21% | +13.99% | +170.11% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.15% | -0.02% | EXIT | |
| 6 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 4.13% | -0.89% | EXIT | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.97% | -1.33% | +169.88% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.91% | -0.30% | -14.44% | |
| 9 | BSX | Boston Scientific CORP | Stock-Healthcare | 3.56% | — | -41.80% | |
| 10 | CRS | Carpenter Technology | Stock-Industrials | 3.15% | — | +21.80% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.87% | -2.05% | EXIT | |
| 12 | VFH | Vanguard Financials ETF | ETF-Other | 2.78% | — | -0.17% | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 2.41% | +0.05% | +235.36% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 2.41% | — | +1713.92% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 2.11% | +5.98% | NEW | |
| 16 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.95% | — | +2637.11% | |
| 17 | PGR | Progressive CORP | Stock-Financials | 1.66% | — | -0.16% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | — | -0.16% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 1.55% | — | -0.16% | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.53% | +0.30% | +0.69% | |
| 21 | GE | General Electric | Stock-Industrials | 1.53% | — | -0.17% | |
| 22 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.32% | — | -0.17% | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.26% | -0.41% | EXIT | |
| 24 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.25% | — | -0.16% | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.20% | — | — | |
| 26 | T | At&t Inc | Stock-Comm Services | 1.19% | -0.10% | EXIT | |
| 27 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 1.13% | — | — | |
| 28 | FICO | Fair Isaac CORP | Stock-Tech | 1.02% | — | -0.12% | |
| 29 | CPRT | Copart Inc | Stock-Industrials | 1.00% | — | -0.17% | |
| 30 | ZETA | Zeta Global Holdings Corp-a | Stock-Tech | 0.93% | — | — | |
| 31 | TDG | Transdigm Group Inc | Stock-Industrials | 0.92% | — | -0.10% | |
| 32 | GLDI | UBS AG Et Gl Shr Covr Cl Etn | ETF-Other | 0.90% | — | — | |
| 33 | BMI | Badger Meter Inc | Stock-Tech | 0.86% | — | -0.16% | |
| 34 | XNTK | Ss Spdr Nyse Tech ETF | ETF-Tech | 0.86% | — | — | |
| 35 | MSTR | Strategy Inc | Stock-Tech | 0.86% | +0.06% | — | |
| 36 | CEG | Constellation Energy | Stock-Utilities | 0.78% | — | -0.16% | |
| 37 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.75% | +0.07% | — | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.75% | -0.30% | — | |
| 39 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.74% | -0.07% | EXIT | |
| 40 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.72% | +0.02% | -12.15% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | +0.86% | +393.69% | |
| 42 | NRG | Nrg Energy Inc | Stock-Utilities | 0.65% | — | — | |
| 43 | ARGT | Global X Msci Argentina ETF | ETF-Other | 0.64% | -0.06% | EXIT | |
| 44 | VST | Vistra CORP | Stock-Utilities | 0.59% | — | — | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.55% | -0.12% | EXIT | |
| 46 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.52% | -0.58% | — | |
| 47 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.46% | — | — | |
| 48 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.45% | — | -0.15% | |
| 49 | MDGL | Madrigal Pharmaceuticals Inc | Stock-Healthcare | 0.43% | — | -0.16% | |
| 50 | GWW | Ww Grainger Inc | Stock-Industrials | 0.42% | — | -54.23% |
According to official SEC Form 13F filings, Cavalier Investments, LLC reported a total U.S. public equity portfolio value of $2.4B across 75 disclosed positions in Q1 2025.
During Q1 2025, Cavalier Investments, LLC's top holdings by market value included QQQ (9.2%)、HWM (6.0%)、AMZN (4.9%). The largest single position, QQQ, represented 9.2% of total portfolio value.
In Q1 2025, Cavalier Investments, LLC made 75 total portfolio adjustments, initiating 75 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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