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CIK: 0001655543
Total reported value
$2.4B
$2.4B
61 檔
61.2%
In Q4 2025, Cavalier Investments, LLC's U.S. equity holdings reached a combined market value of $2.4B, distributed across 61 disclosed stock positions.
In Q4 2025, Cavalier Investments, LLC displayed an active expansion posture, initiating 7 new positions and adding to 43 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 34.45% | -0.30% | +2236.53% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 27.99% | -12.69% | +4256.06% | |
| 3 | SMH | Vaneck Semiconductor ETF | ETF-Other | 5.68% | +13.99% | +496.36% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.92% | -1.33% | +416.95% | |
| 5 | GE | General Electric | Stock-Industrials | 3.73% | — | +749.92% | |
| 6 | LRCX | Lam Research CORP | Stock-Tech | 2.64% | -0.77% | EXIT | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.26% | -2.05% | EXIT | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.05% | +0.86% | +7032.63% | |
| 9 | WDC | Western Digital CORP | Stock-Tech | 1.43% | -0.60% | — | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.36% | -0.89% | EXIT | |
| 11 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 1.20% | — | — | |
| 12 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.14% | -0.41% | EXIT | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.10% | — | +59.59% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.06% | +0.05% | +19.13% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 0.87% | +0.72% | — | |
| 16 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.74% | -0.58% | +476.61% | |
| 17 | VST | Vistra CORP | Stock-Utilities | 0.69% | — | +1582.64% | |
| 18 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.53% | — | +39.98% | |
| 19 | IONQ | Ionq Inc | Stock-Tech | 0.50% | -0.23% | EXIT | |
| 20 | VFH | Vanguard Financials ETF | ETF-Other | 0.50% | — | +3.16% | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.48% | +0.30% | +29.03% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | -1.60% | +542.40% | |
| 23 | XNTK | Ss Spdr Nyse Tech ETF | ETF-Tech | 0.44% | — | +178.32% | |
| 24 | XLF | Ss Financial Select Sector | ETF-Other | 0.43% | +0.05% | +1.78% | |
| 25 | MSTR | Strategy Inc | Stock-Tech | 0.35% | +0.06% | +280.14% | |
| 26 | NEM | Newmont CORP | Stock-Materials | 0.33% | -0.04% | EXIT | |
| 27 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.30% | +0.10% | +3.16% | |
| 28 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 0.30% | +0.06% | — | |
| 29 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.29% | +0.59% | +3.10% | |
| 30 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.22% | -0.12% | EXIT | |
| 31 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.20% | +0.05% | +21.71% | |
| 32 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 0.20% | — | — | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.20% | — | -12.16% | |
| 34 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.17% | +0.07% | — | |
| 35 | T | At&t Inc | Stock-Comm Services | 0.17% | -0.10% | EXIT | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.15% | +5.98% | NEW | |
| 37 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.13% | -0.07% | EXIT | |
| 38 | IESC | Ies Holdings Inc | Stock-Industrials | 0.12% | -0.07% | EXIT | |
| 39 | ARGT | Global X Msci Argentina ETF | ETF-Other | 0.12% | -0.06% | EXIT | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.11% | — | +84.78% | |
| 41 | USOI | UBS AG Etr Cr Oil Shar Cov | ETF-Other | 0.10% | +0.01% | — | |
| 42 | EPOL | Ishares Msci Poland ETF | ETF-Other | 0.10% | -0.05% | EXIT | |
| 43 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.09% | +0.02% | -12.27% | |
| 44 | EWO | Ishares Msci Austria ETF | ETF-Other | 0.09% | -0.12% | EXIT | |
| 45 | BMI | Badger Meter Inc | Stock-Tech | 0.06% | — | -50.48% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.05% | -0.02% | EXIT | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.05% | -0.02% | EXIT | |
| 48 | AAPL | Apple Inc | Stock-Tech | 0.05% | -0.08% | EXIT | |
| 49 | AROC | Archrock Inc | Stock-Energy | 0.05% | -0.03% | EXIT | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.05% | — | +3.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +20.8% | +4256.06% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +5.6% | +2236.53% | Add |
| 3 | IWM | Ishares Russell 2000 ETF | +2.9% | +416.95% | Add |
| 4 | GE | General Electric | +1.9% | +749.92% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +1.5% | +284.43% | Add |
| 6 | VST | Vistra CORP | +0.6% | +1582.64% | Add |
| 7 | XNTK | Ss Spdr Nyse Tech ETF | +0.2% | +178.32% | Add |
| 8 | HWM | Howmet Aerospace Inc | +0.2% | +3.10% | Add |
| 9 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +104.75% | Add |
| 10 | IESC | Ies Holdings Inc | 0% | +2.62% | Add |
| 11 | XAR | Ss Spdr S&p Aerospace Def | 0% | — | Unchanged |
| 12 | ARGT | Global X Msci Argentina ETF | 0% | +3.16% | Add |
| 13 | MSFT | Microsoft CORP | 0% | +59.59% | Add |
| 14 | KCE | Ss Spdr S&p Cap Mkts ETF | 0% | — | Unchanged |
| 15 | RGTI | Rigetti Computing Inc | 0% | +3.07% | Add |
| 16 | CBOE | Cboe Global Markets Inc | — | +3.06% | Add |
| 17 | AAPL | Apple Inc | — | +2.29% | Add |
| 18 | SLV | Ishares Silver Trust | — | — | Unchanged |
| 19 | T | At&t Inc | 0% | +3.17% | Add |
| 20 | AMZN | Amazon.com Inc | 0% | +3.09% | Add |
| 21 | AROC | Archrock Inc | 0% | +3.16% | Add |
| 22 | COLO | Global X Msci Colombia ETF | 0% | +3.16% | Add |
| 23 | GOOY | Yieldmax Googl Option Income | 0% | +21.59% | Add |
| 24 | APLY | Yieldmax Aapl Option Income | 0% | +21.74% | Add |
| 25 | AMZY | Yieldmax Amazn Option Income | 0% | +21.65% | Add |
| 26 | MSFO | Yieldmax Msft Option Is ETF | 0% | +21.66% | Add |
| 27 | NVDY | Yieldmax Nvda Option Inc ETF | 0% | +21.67% | Add |
| 28 | FBY | Yieldmax Meta Option Yield | 0% | +21.55% | Add |
| 29 | EWO | Ishares Msci Austria ETF | 0% | — | Unchanged |
| 30 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 31 | EPOL | Ishares Msci Poland ETF | 0% | +3.17% | Add |
| 32 | IBIT | Ishares Bitcoin Trust ETF | 0% | +476.61% | Add |
| 33 | GDX | Vaneck Gold Miners ETF | 0% | +21.71% | Add |
| 34 | XLK | Ss Technology Select Sector | 0% | +106.12% | Add |
| 35 | VFH | Vanguard Financials ETF | -0.1% | +3.16% | Add |
| 36 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.1% | -12.27% | Trim |
| 37 | XLY | Ss Consumer Disc Select Sect | -0.1% | +84.78% | Add |
| 38 | BMI | Badger Meter Inc | -0.1% | -50.48% | Trim |
| 39 | VGK | Vanguard Ftse Europe ETF | -0.1% | +3.16% | Add |
| 40 | IGLD | Ft Vest Gold Strategy Target | -0.2% | — | Unchanged |
| 41 | MSTR | Strategy Inc | -0.5% | +280.14% | Add |
| 42 | CEG | Constellation Energy | -0.7% | -83.35% | Trim |
| 43 | NEM | Newmont CORP | -0.7% | +4213.27% | Add |
| 44 | TLT | Ishares 20+ Year Treasury Bd | -0.7% | +29.03% | Add |
| 45 | XLF | Ss Financial Select Sector | -1% | +1.78% | Add |
| 46 | BSX | Boston Scientific CORP | -1.3% | +39.98% | Add |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | -1.9% | -12.16% | Trim |
| 48 | NVDA | Nvidia CORP | -2.5% | +7032.63% | Add |
| 49 | PLTR | Palantir Technologies Inc-a | -2.8% | +149.22% | Add |
| 50 | META | Meta Platforms Inc-class A | -3.3% | -91.52% | Trim |
According to official SEC Form 13F filings, Cavalier Investments, LLC reported a total U.S. public equity portfolio value of $2.4B across 61 disclosed positions in Q4 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 SPY, QQQ, SMH) accounted for 61.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
LRCX
市值: $51.4M
Top Position Liquidated / Trimmed
AVGO
前期市值: $16.5M
During Q4 2025, Cavalier Investments, LLC's top holdings by market value included SPY (34.5%)、QQQ (28.0%)、SMH (5.7%). The largest single position, SPY, represented 34.5% of total portfolio value.
In Q4 2025, Cavalier Investments, LLC made 69 total portfolio adjustments, initiating 7 new buys, adding to 43 positions, trimming 5 holdings, and fully liquidating 14 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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