Filed: 11/14/2025ACC: 0001655543-25-000002
📋 What this filing means
CAVALIER INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $1.22B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$1.22B
Total AUM (reported)
2.44M
Total Shares
Allocation by class
TR UNIT$352.08M28.9%
COM$283.53M23.3%
SEMICONDUCTR ETF$113.42M9.3%
CL A$90.76M7.4%
UNIT SER 1$87.87M7.2%
COMMUNICATION$70.93M5.8%
GOLD SHS$62.80M5.1%
Portfolio Concentration
Top 3$583.68M47.9%
4–10$391.21M32.1%
11–25$187.81M15.4%
Rest$56.71M4.7%
Top 3 weight
47.9%
Top 10 weight
79.9%
Voting Authority Distribution
Total shares with voting rights: 2.44M
Sole
Full voting authority
2.44M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole68
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings68
Rows:
SPDR S&P 500 ETF TR
SOLEShares42.08K
TypeSH
Market value$352.08M
28.87%
Sole
42.08K
Shared
0.00
None
0.00
TESLA INC
SOLEShares38.68K
TypeSH
Market value$118.18M
9.69%
Sole
38.68K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares51.43K
TypeSH
Market value$113.42M
9.30%
Sole
51.43K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares20.35K
TypeSH
Market value$87.87M
7.21%
Sole
20.35K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares167.77K
TypeSH
Market value$70.93M
5.82%
Sole
167.77K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares3.41K
TypeSH
Market value$62.80M
5.15%
Sole
3.41K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares3K
TypeSH
Market value$55.97M
4.59%
Sole
3K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares50.16K
TypeSH
Market value$47.79M
3.92%
Sole
50.16K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares16.83K
TypeSH
Market value$40.89M
3.35%
Sole
16.83K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares40.73K
TypeSH
Market value$24.95M
2.05%
Sole
40.73K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares76.89K
TypeSH
Market value$22.36M
1.83%
Sole
76.89K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares27.73K
TypeSH
Market value$22.31M
1.83%
Sole
27.73K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares148.42K
TypeSH
Market value$17.49M
1.43%
Sole
148.42K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares500.00
TypeSH
Market value$16.50M
1.35%
Sole
500.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares83.42K
TypeSH
Market value$14.53M
1.19%
Sole
83.42K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares27.67K
TypeSH
Market value$13.30M
1.09%
Sole
27.67K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares59.94K
TypeSH
Market value$12.97M
1.06%
Sole
59.94K
Shared
0.00
None
0.00
NEWMONT CORP
SOLEShares1.50K
TypeSH
Market value$12.65M
1.04%
Sole
1.50K
Shared
0.00
None
0.00
STRATEGY INC
SOLEShares11.84K
TypeSH
Market value$10.64M
0.87%
Sole
11.84K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares49.98K
TypeSH
Market value$9.55M
0.78%
Sole
49.98K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares12.12K
TypeSH
Market value$8.94M
0.73%
Sole
12.12K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares35.55K
TypeSH
Market value$8.74M
0.72%
Sole
35.55K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares70.91K
TypeSH
Market value$6.96M
0.57%
Sole
70.91K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares235.35K
TypeSH
Market value$5.63M
0.46%
Sole
235.35K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares68.65K
TypeSH
Market value$5.23M
0.43%
Sole
68.65K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 42.08K | SH | $352.08M 28.87% | 42.08K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 38.68K | SH | $118.18M 9.69% | 38.68K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 51.43K | SH | $113.42M 9.30% | 51.43K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 20.35K | SH | $87.87M 7.21% | 20.35K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | COMMUNICATION | 167.77K | SH | $70.93M 5.82% | 167.77K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 3.41K | SH | $62.80M 5.15% | 3.41K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 3K | SH | $55.97M 4.59% | 3K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 50.16K | SH | $47.79M 3.92% | 50.16K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 16.83K | SH | $40.89M 3.35% | 16.83K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 40.73K | SH | $24.95M 2.05% | 40.73K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 76.89K | SH | $22.36M 1.83% | 76.89K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 27.73K | SH | $22.31M 1.83% | 27.73K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 148.42K | SH | $17.49M 1.43% | 148.42K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 500.00 | SH | $16.50M 1.35% | 500.00 | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 83.42K | SH | $14.53M 1.19% | 83.42K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 27.67K | SH | $13.30M 1.09% | 27.67K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 59.94K | SH | $12.97M 1.06% | 59.94K | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 1.50K | SH | $12.65M 1.04% | 1.50K | 0.00 | 0.00 |
STRATEGY INCSOLE | CL A NEW | 11.84K | SH | $10.64M 0.87% | 11.84K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 49.98K | SH | $9.55M 0.78% | 49.98K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 12.12K | SH | $8.94M 0.73% | 12.12K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 35.55K | SH | $8.74M 0.72% | 35.55K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 70.91K | SH | $6.96M 0.57% | 70.91K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FT VEST GOLD | 235.35K | SH | $5.63M 0.46% | 235.35K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 68.65K | SH | $5.23M 0.43% | 68.65K | 0.00 | 0.00 |
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