Cavalier Investments, LLC

CIK

1655543

Location

ALPHARETTA, GA

Portfolio Value

Micro $9,992,365

Diversification

Highly concentrated

Filing Date

Global Rank

#708 / 8,232 ▲ 498

Top Industry

Banks - Diversified 17.6%

3Y Alpha vs SPY

-2.4%

Period ended 2 months ago

Filed May 15, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.1%

SPY

+76.3%

Annualised alpha

-2.4%

Max drawdown

−20.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

34 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

48.0%

+7.0 pts

Top 5

87.9%

+3.3 pts

Top 10

94.1%

+1.3 pts

HHI

3,367

Highly concentrated+518

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	86.5%	$2,760,443,506	6
Technology	7.1%	$225,666,018	10
Financial Services	2.5%	$78,620,950	2
Industrials	1.9%	$59,891,647	5
Consumer Cyclical	1.2%	$37,175,000	1
Healthcare	0.5%	$14,579,747	3
Basic Materials	0.3%	$9,992,365	4
Communication Services	0.1%	$4,289,213	2
Energy	0.0%	$1,111,233	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	+1,766,511	2,653,144	$1,531,341,653
SPY	Spdr S&P 500 ETF Trust	+594,420	1,577,679	$1,026,027,760
IBIT	iShares Bitcoin Trust ETF	+578,000	866,190	$33,279,019
RGTI	Rigetti Computing, Inc.	+373,213	400,000	$5,616,000
SLV	iShares Silver Trust	+361,426	373,272	$25,434,754
NVDA	Nvidia Corp	+209,432	423,411	$73,842,878
GLD	Spdr Gold Trust	+204,245	226,125	$97,299,326
JPM	Jpmorgan Chase & Co	+121,601	258,249	$75,966,525
IONQ	IonQ, Inc.	+81,580	300,000	$8,649,000
TSLA	Tesla, Inc.	+53,918	100,000	$37,175,000
NVO	Novo Nordisk A S	+39,951	125,000	$4,593,750
WDC	Western Digital Corp	+34,830	196,810	$53,235,136
HWM	Howmet Aerospace Inc.	+27,157	54,998	$12,674,839
AAPL	Apple Inc.	+8,846	12,245	$3,107,658
MSTR	Strategy Inc	+6,455	51,467	$6,423,081
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
LRCX	Lam Research Corp	−167,581	132,878	$28,390,713
NEM	NEWMONT Corp /DE/	−49,784	14,915	$1,614,548
PLTR	Palantir Technologies Inc.	−21,700	103,310	$15,112,186
T	At&T Inc.	−10,807	121,470	$3,521,415
AROC	Archrock, Inc.	−2,828	31,932	$1,111,233
CBOE	Cboe Global Markets, Inc.	−808	9,444	$2,654,425
IESC	IES Holdings, Inc.	−404	5,560	$2,649,173
META	Meta Platforms, Inc.	−85	1,342	$767,798
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
USO	United States Oil Fund, LP	369,831	$47,060,994
KLAC	Kla Corp	19,704	$29,012,366
RKLB	Rocket Lab Corp	325,000	$20,871,500
RTX	RTX Corp	70,650	$13,628,385
AVAV	AeroVironment Inc	55,000	$10,067,750
BMY	Bristol Myers Squibb Co	150,000	$9,097,500
ALB	Albemarle Corp	18,160	$3,260,264
FCX	Freeport-Mcmoran Inc	48,440	$2,847,303
SMCI	Super Micro Computer, Inc.	100,000	$2,277,000
USAR	USA Rare Earth, Inc.	150,000	$2,270,250
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
GE	General Electric Co	235,674	$72,594,662
RDDT	Reddit, Inc.	101,230	$23,269,740
MSFT	Microsoft Corp	44,160	$21,356,659
VST	Vistra Corp.	83,257	$13,431,851
BSX	Boston Scientific Corp	107,628	$10,262,329
BMI	Badger Meter Inc	6,837	$1,192,441
AMZN	Amazon Com Inc	3,798	$876,654
CEG	Constellation Energy Corp	2,017	$712,545
NRG	Nrg Energy, Inc.	1,767	$281,377
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

4 positions · $9,992,365 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ALB	Albemarle Corp Basic Materials	NEW	18,160	NEW	$3,260,264	NEW	32.63%
FCX	Freeport-Mcmoran Inc Basic Materials	NEW	48,440	NEW	$2,847,303	NEW	28.49%
USAR	USA Rare Earth, Inc. Basic Materials	NEW	150,000	NEW	$2,270,250	NEW	22.72%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	14,915	-49,784	$1,614,548	−75.0%	16.16%