Cavalier Investments, LLC

Q4 2025 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$1,946,084
Net value change ($000)
+726,672 (59.6%)
New positions
8
Sold out positions
13
Turnover %
22.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 24,266 100.9%
WDC 14,123 NEW
NVDA 11,932 NEW
RDDT 11,776 NEW
GE 11,420 157.1%
GLD 8,082 1372.2%
LRCX 7,782 NEW
QQQ 7,585 75.4%
NEM 6,460 NEW
XNTK 5,538 184.1%
Top Reduces (Value $000, Stocks/ETFs)
META -10,571 -91.8%
IWM -10,548 -81.3%
BSX -7,283 -94.4%
TSLA -4,219 -36.8%
MSFT -4,036 -30.3%
VRSK -2,913 -100.0%
XLC -2,892 -16.4%
VRTX -2,790 -100.0%
PLTR -2,304 -34.1%
CPRT -2,203 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,624,457 (83.5% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type