Cavalier Investments, LLC
All 13F Filings
- Location
- Alpharetta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,407,466
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 70 | 2,407,466 | 13F-HR | Cavalier Investments, LLC |
| Q1 2026 | 5/15/2026 | 112 | 3,699,301 | 13F-HR | Cavalier Investments, LLC |
| Q4 2025 | 2/13/2026 | 87 | 1,946,084 | 13F-HR | Cavalier Investments, LLC |
| Q3 2025 | 11/14/2025 | 98 | 1,219,412 | 13F-HR | Cavalier Investments, LLC |
| Q2 2025 | 7/30/2025 | 71 | 329,993 | 13F-HR | Cavalier Investments, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.136 M
(88.7% of total reported value)
· QoQ Δ:
-1.175 M
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 41.77 K | 15.4% | 0 | 56.83 K | -56.83 K |
| ETFs | 229.9 K | 84.6% | 0 | 59.68 K | -59.68 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
2,407,466
Holdings
70
QoQ value change ($000)
-1,291,835
(-34.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.