Universe · entity
Cavalier Investments, LLC
Institutional manager (13F) · CIK 1655543
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $384M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR S&P 500 ETF Trust | $96M | 147,679 |
| 2 | Invesco QQQ Trust Series 1 | $60M | 103,144 |
| 3 | United States Oil Fund | $16M | 121,831 |
| 4 | KLA Corporation | $14M | 9,704 |
| 5 | VanEck Vectors Semiconductor ETF | $12M | 30,595 |
| 6 | ISHARES 20 PLS YEAR TREASURY BND ETF | $11M | 129,941 |
| 7 | SPDR Gold Shares | $11M | 25,125 |
| 8 | COMMUNICAT SVS SLCT SEC SPDR ETF | $11M | 95,558 |
| 9 | LAM RESEARCH CORP | $9M | 42,878 |
| 10 | FT VEST GOLD STRT TRGT INCM ETF | $8M | 323,655 |
| 11 | HOWMET AEROSPACE ORD | $8M | 34,998 |
| 12 | VANGUARD VALUE ETF | $8M | 40,239 |
| 13 | RTX Corporation | $8M | 40,650 |
| 14 | NVIDIA Corp. | $8M | 43,411 |
| 15 | Western Digital Corporation | $6M | 22,610 |
| 16 | ISHARES TR | $6M | 45,960 |
| 17 | STATE STRET MATRL SLCT SCTR SPDR ETF | $6M | 115,632 |
| 18 | Vanguard FTSE Europe ETF | $5M | 65,057 |
| 19 | iShares Silver Trust | $5M | 78,272 |
| 20 | INVESCO EXCHANGE TRADED FD T | $5M | 45,960 |
| 21 | iShares MSCI Austria ETF | $4M | 125,000 |
| 22 | SIMPLIFY VOLATILITY PREMIUM ETF | $4M | 260,455 |
| 23 | ISHARES TR | $4M | 46,080 |
| 24 | SELECT SECTOR UTI SELECT SPDR ETF | $4M | 79,646 |
| 25 | ATT | $4M | 121,470 |
| 26 | SPDR S&P AEROSPACE | $4M | 13,804 |
| 27 | ISHARES SEMICONDUCTOR ETF | $3M | 10,637 |
| 28 | Palantir Technologies Inc. | $3M | 23,310 |
| 29 | MICROSTRATEGY CL A ORD | $3M | 26,167 |
| 30 | ALBEMARLE CORP | $3M | 18,160 |
| 31 | Apple, Inc. | $3M | 12,245 |
| 32 | CBOE GLOBAL MARKETS ORD | $3M | 9,444 |
| 33 | UBS AG ETRACS CD OL CR CL ETN | $3M | 46,000 |
| 34 | IESC | $3M | 5,560 |
| 35 | VANECK GOLD MINERS ETF | $3M | 28,312 |
| 36 | JPMORGAN CHASE ORD | $2M | 8,249 |
| 37 | State Street Consumer Staples Select Sector SPDR ETF | $2M | 27,366 |
| 38 | Global X MSCI Argentina ETF | $2M | 22,761 |
| 39 | ISHARES INC | $2M | 45,960 |
| 40 | iShares MSCI Poland ETF | $2M | 50,044 |
| 41 | SPDR PORTFOLIO S&P 400 MID CAP ETF | $2M | 29,539 |
| 42 | Newmont Corporation | $2M | 14,915 |
| 43 | Freeport-McMoRan Inc | $1M | 23,440 |
| 44 | iShares Global Infrastructure ETF | $1M | 19,796 |
| 45 | ISHARES INC | $1M | 10,741 |
| 46 | AROC | $1M | 31,932 |
| 47 | ELI LILLY ORD | $888k | 966 |
| 48 | ISHARES RUSSELL 2000 ETF | $839k | 3,385 |
| 49 | Facebook Inc | $768k | 1,342 |
| 50 | Health Care Select Sector SPDR Fund | $685k | 4,673 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.