Filed: 5/15/2026ACC: 0001655543-26-000003
📋 What this filing means
CAVALIER INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $3.70B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$3.70B
Total AUM (reported)
13.92M
Total Shares
Allocation by class
UNIT SER 1$1.53B41.4%
TR UNIT$1.03B27.7%
COM$336.29M9.1%
SEMICONDUCTR ETF$201.67M5.5%
GOLD SHS$97.30M2.6%
COM NEW$59.68M1.6%
RUSSELL 2000 ETF$50.44M1.4%
Portfolio Concentration
Top 3$2.76B74.6%
4–10$435.02M11.8%
11–25$327.73M8.9%
Rest$177.51M4.8%
Top 3 weight
74.6%
Top 10 weight
86.3%
Voting Authority Distribution
Total shares with voting rights: 13.92M
Sole
Full voting authority
13.92M
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)
Sole73
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings73
Rows:
Invesco QQQ Trust Series 1
SOLEShares2.65M
TypeSH
Market value$1.53B
41.40%
Sole
2.65M
Shared
0.00
None
0.00
SPDR S&P 500 ETF Trust
SOLEShares1.58M
TypeSH
Market value$1.03B
27.74%
Sole
1.58M
Shared
0.00
None
0.00
VanEck Vectors Semiconductor ETF
SOLEShares526K
TypeSH
Market value$201.67M
5.45%
Sole
526K
Shared
0.00
None
0.00
SPDR Gold Shares
SOLEShares226.13K
TypeSH
Market value$97.30M
2.63%
Sole
226.13K
Shared
0.00
None
0.00
JPMORGAN CHASE ORD
SOLEShares258.25K
TypeSH
Market value$75.97M
2.05%
Sole
258.25K
Shared
0.00
None
0.00
NVIDIA Corp.
SOLEShares423.41K
TypeSH
Market value$73.84M
2.00%
Sole
423.41K
Shared
0.00
None
0.00
Western Digital Corporation
SOLEShares196.81K
TypeSH
Market value$53.24M
1.44%
Sole
196.81K
Shared
0.00
None
0.00
ISHARES RUSSELL 2000 ETF
SOLEShares203.38K
TypeSH
Market value$50.44M
1.36%
Sole
203.38K
Shared
0.00
None
0.00
United States Oil Fund
SOLEShares369.83K
TypeSH
Market value$47.06M
1.27%
Sole
369.83K
Shared
0.00
None
0.00
TESLA INC
SOLEShares100K
TypeSH
Market value$37.17M
1.00%
Sole
100K
Shared
0.00
None
0.00
iShares Bitcoin Trus
SOLEShares866.19K
TypeSH
Market value$33.28M
0.90%
Sole
866.19K
Shared
0.00
None
0.00
COMMUNICAT SVS SLCT SEC SPDR ETF
SOLEShares295.56K
TypeSH
Market value$32.77M
0.89%
Sole
295.56K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares500K
TypeSH
Market value$30.63M
0.83%
Sole
500K
Shared
0.00
None
0.00
KLA Corporation
SOLEShares19.70K
TypeSH
Market value$29.01M
0.78%
Sole
19.70K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares132.88K
TypeSH
Market value$28.39M
0.77%
Sole
132.88K
Shared
0.00
None
0.00
iShares Silver Trust
SOLEShares373.27K
TypeSH
Market value$25.43M
0.69%
Sole
373.27K
Shared
0.00
None
0.00
ROCKET LAB CORP
SOLEShares325K
TypeSH
Market value$20.87M
0.56%
Sole
325K
Shared
0.00
None
0.00
STATE STRET MATRL SLCT SCTR SPDR ETF
SOLEShares415.63K
TypeSH
Market value$20.77M
0.56%
Sole
415.63K
Shared
0.00
None
0.00
State Street Consumer Staples Select Sector SPDR ETF
SOLEShares237.37K
TypeSH
Market value$19.46M
0.53%
Sole
237.37K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares135.74K
TypeSH
Market value$16.70M
0.45%
Sole
135.74K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares100K
TypeSH
Market value$16.17M
0.44%
Sole
100K
Shared
0.00
None
0.00
Palantir Technologies Inc.
SOLEShares103.31K
TypeSH
Market value$15.11M
0.41%
Sole
103.31K
Shared
0.00
None
0.00
RTX Corporation
SOLEShares70.65K
TypeSH
Market value$13.63M
0.37%
Sole
70.65K
Shared
0.00
None
0.00
SELECT SECTOR UTI SELECT SPDR ETF
SOLEShares279.65K
TypeSH
Market value$12.83M
0.35%
Sole
279.65K
Shared
0.00
None
0.00
HOWMET AEROSPACE ORD
SOLEShares55K
TypeSH
Market value$12.67M
0.34%
Sole
55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Invesco QQQ Trust Series 1SOLE | UNIT SER 1 | 2.65M | SH | $1.53B 41.40% | 2.65M | 0.00 | 0.00 |
SPDR S&P 500 ETF TrustSOLE | TR UNIT | 1.58M | SH | $1.03B 27.74% | 1.58M | 0.00 | 0.00 |
VanEck Vectors Semiconductor ETFSOLE | SEMICONDUCTR ETF | 526K | SH | $201.67M 5.45% | 526K | 0.00 | 0.00 |
SPDR Gold SharesSOLE | GOLD SHS | 226.13K | SH | $97.30M 2.63% | 226.13K | 0.00 | 0.00 |
JPMORGAN CHASE ORDSOLE | COM | 258.25K | SH | $75.97M 2.05% | 258.25K | 0.00 | 0.00 |
NVIDIA Corp.SOLE | COM | 423.41K | SH | $73.84M 2.00% | 423.41K | 0.00 | 0.00 |
Western Digital CorporationSOLE | COM | 196.81K | SH | $53.24M 1.44% | 196.81K | 0.00 | 0.00 |
ISHARES RUSSELL 2000 ETFSOLE | RUSSELL 2000 ETF | 203.38K | SH | $50.44M 1.36% | 203.38K | 0.00 | 0.00 |
United States Oil FundSOLE | UNITS | 369.83K | SH | $47.06M 1.27% | 369.83K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 100K | SH | $37.17M 1.00% | 100K | 0.00 | 0.00 |
iShares Bitcoin TrusSOLE | SHS BEN INT | 866.19K | SH | $33.28M 0.90% | 866.19K | 0.00 | 0.00 |
COMMUNICAT SVS SLCT SEC SPDR ETFSOLE | STATE STREET COM | 295.56K | SH | $32.77M 0.89% | 295.56K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 500K | SH | $30.63M 0.83% | 500K | 0.00 | 0.00 |
KLA CorporationSOLE | COM NEW | 19.70K | SH | $29.01M 0.78% | 19.70K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 132.88K | SH | $28.39M 0.77% | 132.88K | 0.00 | 0.00 |
iShares Silver TrustSOLE | ISHARES | 373.27K | SH | $25.43M 0.69% | 373.27K | 0.00 | 0.00 |
ROCKET LAB CORPSOLE | COM | 325K | SH | $20.87M 0.56% | 325K | 0.00 | 0.00 |
STATE STRET MATRL SLCT SCTR SPDR ETFSOLE | STATE STREET MAT | 415.63K | SH | $20.77M 0.56% | 415.63K | 0.00 | 0.00 |
State Street Consumer Staples Select Sector SPDR ETFSOLE | STATE STREET CON | 237.37K | SH | $19.46M 0.53% | 237.37K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI STH KOR ETF | 135.74K | SH | $16.70M 0.45% | 135.74K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 100K | SH | $16.17M 0.44% | 100K | 0.00 | 0.00 |
Palantir Technologies Inc.SOLE | CL A | 103.31K | SH | $15.11M 0.41% | 103.31K | 0.00 | 0.00 |
RTX CorporationSOLE | COM | 70.65K | SH | $13.63M 0.37% | 70.65K | 0.00 | 0.00 |
SELECT SECTOR UTI SELECT SPDR ETFSOLE | STATE STREET UTI | 279.65K | SH | $12.83M 0.35% | 279.65K | 0.00 | 0.00 |
HOWMET AEROSPACE ORDSOLE | COM | 55K | SH | $12.67M 0.34% | 55K | 0.00 | 0.00 |
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