Cavalier Investments, LLC
Top Portfolio Positions
34 positions ·
$3,191,769,679 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
2,653,144 | $1,531,341,653 | 47.98% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,577,679 | $1,026,027,760 | 32.15% | |
| GLD |
Spdr Gold Trust
|
226,125 | $97,299,326 | 3.05% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
258,249 | $75,966,525 | 2.38% | |
| NVDA |
Nvidia Corp
Technology
|
423,411 | $73,842,878 | 2.31% | |
| WDC |
Western Digital Corp
Technology
|
196,810 | $53,235,136 | 1.67% | |
| USO |
United States Oil Fund, LP
|
369,831 | $47,060,994 | 1.47% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
100,000 | $37,175,000 | 1.16% | |
| IBIT |
iShares Bitcoin Trust ETF
|
866,190 | $33,279,019 | 1.04% | |
| KLAC |
Kla Corp
Technology
|
19,704 | $29,012,366 | 0.91% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IESC
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,649,173 | 5,560 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,320,115 | 5,964 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,311,141 | 5,812 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,648,223 | 5,564 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $933,862 | 5,656 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,138,237 | 5,664 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,092,320 | 5,472 | Shares | Sole | 2024-10-24 | |
| No 13F history on record for this holder in this stock. | ||||||