Institutional Fund
Cavalier Investments, LLC
Alpharetta, GACIK 16555435 filings on record
Portfolio Value
$388.22M
Q1 2026
Holdings
60
Reported positions
New Buys
19
Opened this quarter
QoQ Change
+20.7%
from $321.63M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr24.7%
- Invesco Qqq Tr15.3%
- United Sts Oil Fd LP4.0%
- Kla Corp3.7%
- Vaneck ETF Trust3.0%
- Ishares Tr2.9%
- Other46.3%
Portfolio Holdings
60 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 147.7K | $96.04M | 24.7% | +76.8K | Added |
| 2 | Invesco Qqq Tr | 103.1K | $59.53M | 15.3% | +74.4K | Added |
| 3 | United Sts Oil Fd LP | 121.8K | $15.50M | 4.0% | +121.8K | New |
| 4 | Kla Corp | 9.7K | $14.29M | 3.7% | +9.7K | New |
| 5 | Vaneck ETF Trust | 30.6K | $11.73M | 3.0% | −6.1K | Reduced |
| 6 | Ishares Tr | 129.9K | $11.26M | 2.9% | +22.3K | Added |
| 7 | Spdr Gold Tr | 25.1K | $10.81M | 2.8% | +3.2K | Added |
| 8 | Select Sector Spdr Tr | 95.6K | $10.59M | 2.7% | −29.9K | Reduced |
| 9 | Lam Research Corp | 42.9K | $9.16M | 2.4% | −2.6K | Reduced |
| 10 | First Tr Exchange-Traded Fd | 323.7K | $8.26M | 2.1% | +88.3K | Added |
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