Cavalier Investments, LLC
•CIK: 1655543•Filing: Q4 2025
**Cavalier Investments, LLC** manages $980M across a diversified portfolio of 61 positions. The fund exhibits significant concentration in broad market indices, notably holding SPY at $383.5M and NDQ at $309.7M. Further allocations include substantial exposure to key sectors and names, with top holdings featuring GE ($23.1M), XLV ($17.0M), and WDC ($14.1M). This structure suggests a core strategy balancing broad market beta with targeted, high-conviction sector bets.
Total AUM
$205.2M
+ $774.5M in options
QoQ Performance
+16.2%
Positions
53
+ 7 options
Top 10 Concentration
82.7%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
NDQ
SPY39.1%
NDQ31.6%
GE2.4%
XLV1.7%
WDC1.4%
TSLA1.4%
SMH1.4%
MSFT1.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other51.9%
ETF39.1%
Technology3.4%
Industrial2.4%
Consumer1.5%
Financial1.2%
Communication0.3%
Healthcare0.1%
🚪 Exited Positionssold since Q3 2025
+9 more exited positions
Changes from Q3 2025
NEW7 new positions
↑41 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023