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
71 檔
5.7%
During the Q2 2025 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 71 reported positions.
In Q2 2025, Cavalier Investments, LLC adopted a defensive or profit-taking posture, trimming 47 positions and completely liquidating 16 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HWM | Howmet Aerospace Inc | Stock-Industrials | 15.58% | +0.59% | +104.18% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 8.65% | -0.02% | EXIT | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.11% | — | +20.28% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.60% | — | +201.43% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.34% | -12.69% | -44.89% | |
| 6 | SMH | Vaneck Semiconductor ETF | ETF-Other | 4.33% | +13.99% | -12.47% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.34% | -0.30% | -13.20% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.14% | — | -11.11% | |
| 9 | CEG | Constellation Energy | Stock-Utilities | 3.06% | — | +174.56% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.96% | -2.05% | EXIT | |
| 11 | VFH | Vanguard Financials ETF | ETF-Other | 2.59% | — | -1.98% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 2.26% | +5.98% | NEW | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 2.20% | +0.05% | -2.48% | |
| 14 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.96% | -0.41% | EXIT | |
| 15 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.64% | — | -51.57% | |
| 16 | RKLB | Rocket Lab CORP | Stock-Industrials | 1.63% | -0.55% | — | |
| 17 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.53% | +0.10% | — | |
| 18 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.21% | — | -1.94% | |
| 19 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 1.16% | — | — | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.16% | — | — | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.13% | -0.89% | EXIT | |
| 22 | T | At&t Inc | Stock-Comm Services | 1.07% | -0.10% | EXIT | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.01% | +0.05% | — | |
| 24 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.00% | — | -1.82% | |
| 25 | BMI | Badger Meter Inc | Stock-Tech | 0.97% | — | -1.89% | |
| 26 | NRG | Nrg Energy Inc | Stock-Utilities | 0.95% | — | -1.97% | |
| 27 | XNTK | Ss Spdr Nyse Tech ETF | ETF-Tech | 0.94% | — | -1.04% | |
| 28 | TDG | Transdigm Group Inc | Stock-Industrials | 0.89% | — | -1.18% | |
| 29 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.88% | +0.07% | — | |
| 30 | VST | Vistra CORP | Stock-Utilities | 0.86% | — | -1.85% | |
| 31 | CPRT | Copart Inc | Stock-Industrials | 0.76% | — | -1.95% | |
| 32 | SMCI | Super Micro Computer Inc | Stock-Tech | 0.74% | -0.06% | EXIT | |
| 33 | ZETA | Zeta Global Holdings Corp-a | Stock-Tech | 0.74% | — | -21.88% | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.68% | — | — | |
| 35 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.67% | -0.07% | EXIT | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.65% | -1.33% | -82.92% | |
| 37 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.61% | +0.02% | -11.23% | |
| 38 | ARGT | Global X Msci Argentina ETF | ETF-Other | 0.58% | -0.06% | EXIT | |
| 39 | FTDR | Frontdoor Inc | Stock-Consumer Disc | 0.54% | — | -1.95% | |
| 40 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.52% | — | — | |
| 41 | IESC | Ies Holdings Inc | Stock-Industrials | 0.50% | -0.07% | EXIT | |
| 42 | EPOL | Ishares Msci Poland ETF | ETF-Other | 0.49% | -0.05% | EXIT | |
| 43 | VISN | Vistance Networks Inc | Stock-Tech | 0.49% | — | -1.99% | |
| 44 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.49% | +0.30% | -63.28% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.48% | -0.12% | EXIT | |
| 46 | ANET | Arista Networks Inc | Stock-Tech | 0.45% | — | -1.85% | |
| 47 | EWO | Ishares Msci Austria ETF | ETF-Other | 0.45% | -0.12% | EXIT | |
| 48 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.43% | — | -1.70% | |
| 49 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.43% | +0.05% | — | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.36% | — | -1.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HWM | Howmet Aerospace Inc | +9.6% | +104.18% | Add |
| 2 | META | Meta Platforms Inc-class A | +4.5% | +82.44% | Add |
| 3 | MSFT | Microsoft CORP | +4% | +201.43% | Add |
| 4 | CEG | Constellation Energy | +2.3% | +174.56% | Add |
| 5 | RKLB | Rocket Lab CORP | +1.6% | NEW | New buy |
| 6 | VGK | Vanguard Ftse Europe ETF | +1.5% | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | +1.2% | +20.28% | Add |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1.2% | NEW | New buy |
| 9 | TSLA | Tesla Inc | +1% | NEW | New buy |
| 10 | SMCI | Super Micro Computer Inc | +0.7% | NEW | New buy |
| 11 | AVGO | Broadcom Inc | +0.7% | -11.11% | Trim |
| 12 | PLTR | Palantir Technologies Inc-a | +0.7% | +8.54% | Add |
| 13 | XLY | Ss Consumer Disc Select Sect | +0.7% | NEW | New buy |
| 14 | EPOL | Ishares Msci Poland ETF | +0.5% | NEW | New buy |
| 15 | EWO | Ishares Msci Austria ETF | +0.5% | NEW | New buy |
| 16 | GDX | Vaneck Gold Miners ETF | +0.4% | NEW | New buy |
| 17 | NRG | Nrg Energy Inc | +0.3% | -1.97% | Trim |
| 18 | VST | Vistra CORP | +0.3% | -1.85% | Trim |
| 19 | IESC | Ies Holdings Inc | +0.2% | -1.63% | Trim |
| 20 | RGTI | Rigetti Computing Inc | +0.2% | NEW | New buy |
| 21 | XLK | Ss Technology Select Sector | +0.2% | -1.99% | Trim |
| 22 | FTDR | Frontdoor Inc | +0.1% | -1.95% | Trim |
| 23 | COLO | Global X Msci Colombia ETF | +0.1% | NEW | New buy |
| 24 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | — | Unchanged |
| 25 | VISN | Vistance Networks Inc | +0.1% | -1.99% | Trim |
| 26 | SMH | Vaneck Semiconductor ETF | +0.1% | -12.47% | Trim |
| 27 | BMI | Badger Meter Inc | +0.1% | -1.89% | Trim |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | -1.94% | Trim |
| 29 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | New buy |
| 30 | XNTK | Ss Spdr Nyse Tech ETF | +0.1% | -1.04% | Trim |
| 31 | FSS | Federal Signal CORP | +0.1% | -1.92% | Trim |
| 32 | BKNG | Booking Holdings Inc | +0.1% | — | Unchanged |
| 33 | ANET | Arista Networks Inc | +0.1% | -1.85% | Trim |
| 34 | AMD | Advanced Micro Devices | +0.1% | -1.88% | Trim |
| 35 | KCE | Ss Spdr S&p Cap Mkts ETF | 0% | — | Unchanged |
| 36 | WINA | Winmark CORP | 0% | -1.32% | Trim |
| 37 | SLV | Ishares Silver Trust | — | — | Unchanged |
| 38 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 39 | AMP | Ameriprise Financial Inc | 0% | -1.70% | Trim |
| 40 | ECL | Ecolab Inc | 0% | -1.86% | Trim |
| 41 | TDG | Transdigm Group Inc | 0% | -1.18% | Trim |
| 42 | TYL | Tyler Technologies Inc | 0% | -1.46% | Trim |
| 43 | AAPL | Apple Inc | 0% | -1.42% | Trim |
| 44 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 45 | AROC | Archrock Inc | -0.1% | -1.98% | Trim |
| 46 | NVDY | Yieldmax Nvda Option Inc ETF | -0.1% | -42.34% | Trim |
| 47 | ARGT | Global X Msci Argentina ETF | -0.1% | -1.98% | Trim |
| 48 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -1.97% | Trim |
| 49 | CBOE | Cboe Global Markets Inc | -0.1% | -1.91% | Trim |
| 50 | GOOY | Yieldmax Googl Option Income | -0.1% | -48.08% | Trim |
According to official SEC Form 13F filings, Cavalier Investments, LLC reported a total U.S. public equity portfolio value of $2.4B across 71 disclosed positions in Q2 2025.
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 HWM, META, AMZN) accounted for 5.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
RKLB
市值: $5.4M
Top Position Liquidated / Trimmed
CRS
前期市值: $9.3M
During Q2 2025, Cavalier Investments, LLC's top holdings by market value included HWM (15.6%)、META (8.7%)、AMZN (6.1%). The largest single position, HWM, represented 15.6% of total portfolio value.
In Q2 2025, Cavalier Investments, LLC made 81 total portfolio adjustments, initiating 12 new buys, adding to 6 positions, trimming 47 holdings, and fully liquidating 16 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.