Cavalier Investments, LLC

Q1 2026 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
112
Total value ($000)
$3,699,301
Net value change ($000)
+1,753,217 (90.1%)
New positions
19
Sold out positions
19
Turnover %
44.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 47,722 98.8%
QQQ 41,882 237.3%
USO 15,503 NEW
KLAC 14,288 NEW
VTV 7,895 NEW
RTX 7,841 NEW
IAK 5,896 NEW
XLB 5,778 NEW
PJP 4,769 NEW
SLV 4,570 599.0%
Top Reduces (Value $000, Stocks/ETFs)
GE -18,689 -100.0%
RDDT -11,776 -100.0%
VFH -9,765 -100.0%
JPM -9,382 -79.4%
MSFT -9,266 -100.0%
XNTK -8,546 -100.0%
WDC -8,007 -56.7%
XLF -8,004 -96.7%
TSLA -7,232 -100.0%
NEM -4,845 -75.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 3,311,081 (89.5% 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