CAVALIER INVESTMENTS, LLC

PrivateCIK: 1655543
Location

ALPHARETTA, GA

73
Positions
$3.70B
Total AUM (reported)
13.92M
Total Shares

Allocation by class

TOTAL AUM$3.70B73 positions
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 374.6%4–1011.8%11–258.9%Rest4.8%TOP 1086.3%0%100%
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

SOLE
UNIT SER 1
Shares2.65M
TypeSH
Market value$1.53B
41.40%
Sole
2.65M
Shared
0.00
None
0.00

SPDR S&P 500 ETF Trust

SOLE
TR UNIT
Shares1.58M
TypeSH
Market value$1.03B
27.74%
Sole
1.58M
Shared
0.00
None
0.00

VanEck Vectors Semiconductor ETF

SOLE
SEMICONDUCTR ETF
Shares526K
TypeSH
Market value$201.67M
5.45%
Sole
526K
Shared
0.00
None
0.00

SPDR Gold Shares

SOLE
GOLD SHS
Shares226.13K
TypeSH
Market value$97.30M
2.63%
Sole
226.13K
Shared
0.00
None
0.00

JPMORGAN CHASE ORD

SOLE
COM
Shares258.25K
TypeSH
Market value$75.97M
2.05%
Sole
258.25K
Shared
0.00
None
0.00

NVIDIA Corp.

SOLE
COM
Shares423.41K
TypeSH
Market value$73.84M
2.00%
Sole
423.41K
Shared
0.00
None
0.00

Western Digital Corporation

SOLE
COM
Shares196.81K
TypeSH
Market value$53.24M
1.44%
Sole
196.81K
Shared
0.00
None
0.00

ISHARES RUSSELL 2000 ETF

SOLE
RUSSELL 2000 ETF
Shares203.38K
TypeSH
Market value$50.44M
1.36%
Sole
203.38K
Shared
0.00
None
0.00

United States Oil Fund

SOLE
UNITS
Shares369.83K
TypeSH
Market value$47.06M
1.27%
Sole
369.83K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares100K
TypeSH
Market value$37.17M
1.00%
Sole
100K
Shared
0.00
None
0.00

iShares Bitcoin Trus

SOLE
SHS BEN INT
Shares866.19K
TypeSH
Market value$33.28M
0.90%
Sole
866.19K
Shared
0.00
None
0.00

COMMUNICAT SVS SLCT SEC SPDR ETF

SOLE
STATE STREET COM
Shares295.56K
TypeSH
Market value$32.77M
0.89%
Sole
295.56K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET ENE
Shares500K
TypeSH
Market value$30.63M
0.83%
Sole
500K
Shared
0.00
None
0.00

KLA Corporation

SOLE
COM NEW
Shares19.70K
TypeSH
Market value$29.01M
0.78%
Sole
19.70K
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares132.88K
TypeSH
Market value$28.39M
0.77%
Sole
132.88K
Shared
0.00
None
0.00

iShares Silver Trust

SOLE
ISHARES
Shares373.27K
TypeSH
Market value$25.43M
0.69%
Sole
373.27K
Shared
0.00
None
0.00

ROCKET LAB CORP

SOLE
COM
Shares325K
TypeSH
Market value$20.87M
0.56%
Sole
325K
Shared
0.00
None
0.00

STATE STRET MATRL SLCT SCTR SPDR ETF

SOLE
STATE STREET MAT
Shares415.63K
TypeSH
Market value$20.77M
0.56%
Sole
415.63K
Shared
0.00
None
0.00

State Street Consumer Staples Select Sector SPDR ETF

SOLE
STATE STREET CON
Shares237.37K
TypeSH
Market value$19.46M
0.53%
Sole
237.37K
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI STH KOR ETF
Shares135.74K
TypeSH
Market value$16.70M
0.45%
Sole
135.74K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET IND
Shares100K
TypeSH
Market value$16.17M
0.44%
Sole
100K
Shared
0.00
None
0.00

Palantir Technologies Inc.

SOLE
CL A
Shares103.31K
TypeSH
Market value$15.11M
0.41%
Sole
103.31K
Shared
0.00
None
0.00

RTX Corporation

SOLE
COM
Shares70.65K
TypeSH
Market value$13.63M
0.37%
Sole
70.65K
Shared
0.00
None
0.00

SELECT SECTOR UTI SELECT SPDR ETF

SOLE
STATE STREET UTI
Shares279.65K
TypeSH
Market value$12.83M
0.35%
Sole
279.65K
Shared
0.00
None
0.00

HOWMET AEROSPACE ORD

SOLE
COM
Shares55K
TypeSH
Market value$12.67M
0.34%
Sole
55K
Shared
0.00
None
0.00
Page 1 of 3