Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cavalier Investments, LLC (CIK 1655543) reported $3.70B across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($1.53B, 41.40%), SPY ($1.03B, 27.74%), SMH ($201.7M, 5.45%), GLD ($97.3M, 2.63%), JPM ($76.0M, 2.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Trust Series 1 | $1.53B | 41.40% | 2.7M | Added |
| 2 | SPY | SPDR S&P 500 ETF Trust | $1.03B | 27.74% | 1.6M | Added |
| 3 | SMH | VanEck Vectors Semiconductor ETF | $201.7M | 5.45% | 525,995 | Added |
| 4 | GLD | SPDR Gold Shares | $97.3M | 2.63% | 226,125 | Added |
| 5 | JPM | JPMORGAN CHASE ORD | $76.0M | 2.05% | 258,249 | Added |
| 6 | NVDA | NVIDIA Corp. | $73.8M | 2.00% | 423,411 | Added |
| 7 | WDC | Western Digital Corporation | $53.2M | 1.44% | 196,810 | Added |
| 8 | IWM | ISHARES RUSSELL 2000 ETF | $50.4M | 1.36% | 203,385 | Trimmed |
| 9 | USO | United States Oil Fund | $47.1M | 1.27% | 369,831 | New |
| 10 | TSLA | TESLA INC | $37.2M | 1.00% | 100,000 | Added |
| 11 | IBIT | iShares Bitcoin Trus | $33.3M | 0.90% | 866,190 | Added |
| 12 | XLC | COMMUNICAT SVS SLCT SEC SPDR ETF | $32.8M | 0.89% | 295,558 | Added |
| 13 | XLE | SELECT SECTOR SPDR TR | $30.6M | 0.83% | 500,000 | New |
| 14 | KLAC | KLA Corporation | $29.0M | 0.78% | 19,704 | New |
| 15 | LRCX | LAM RESEARCH CORP | $28.4M | 0.77% | 132,878 | Trimmed |
| 16 | SLV | iShares Silver Trust | $25.4M | 0.69% | 373,272 | Added |
| 17 | XLB | STATE STRET MATRL SLCT SCTR SPDR ETF | $20.8M | 0.56% | 415,632 | New |
| 18 | RKLB | ROCKET LAB CORP | $20.9M | 0.56% | 325,000 | New |
| 19 | XLP | State Street Consumer Staples Select Sector SPDR ETF | $19.5M | 0.53% | 237,366 | New |
| 20 | EWY | ISHARES INC | $16.7M | 0.45% | 135,741 | New |
| 21 | XLI | SELECT SECTOR SPDR TR | $16.2M | 0.44% | 100,000 | New |
| 22 | PLTR | Palantir Technologies Inc. | $15.1M | 0.41% | 103,310 | Trimmed |
| 23 | RTX | RTX Corporation | $13.6M | 0.37% | 70,650 | New |
| 24 | XLU | SELECT SECTOR UTI SELECT SPDR ETF | $12.8M | 0.35% | 279,646 | New |
| 25 | HWM | HOWMET AEROSPACE ORD | $12.7M | 0.34% | 54,998 | Added |
Source: SEC Form 13F filings · as of 2026-03-31