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Disclosery

13F-HR filed by Cavalier Investments, LLC

Cavalier Investments, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-30, with 71 holding rows worth $329,993,066.

Accession
0001214659-25-011108
Filer
CIK 1655543
Filed
2025-07-30
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 71 entries on the cover page, a total value of $329,993,066 stated on the cover page (in dollars after the unit check, H1), rows summing to $329,993,066 with VALUE read as dollars as filed, 13F file number 028-17041. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
HOWMET AEROSPACE INC COM443201108Stock276,281$51,424,183dollars as filed
META PLATFORMS INC CL A30303M102COM38,689$28,555,964dollars as filed
Amazon.com, Inc023135106COM91,926$20,167,645dollars as filed
Microsoft Corp594918104COM37,133$18,470,326dollars as filed
INVESCO QQQ TR46090E103COM31,936$17,617,175dollars as filed
VANECK ETF TRUST92189F676COM51,232$14,287,580dollars as filed
SPY78462F103SHS17,855$11,031,712dollars as filed
Broadcom Inc.11135F101COM37,633$10,373,536dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock31,245$10,084,636dollars as filed
JPMorgan Chase & Co46625H100COM33,748$9,783,883dollars as filed
VANGUARD WORLD FD92204A405FINANCIALS ETF67,254$8,561,434dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS29,446$7,456,611dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS138,859$7,272,046dollars as filed
Palantir Technologies Inc. Class A69608A108COM47,540$6,480,653dollars as filed
Boston Scientific Corporation101137107COM50,288$5,401,434dollars as filed
ROCKETLABCORPCLASSCLASSA773121108STOK150,354$5,378,163dollars as filed
Vanguard FTSE Europe ETF922042874SHS65,114$5,046,335dollars as filed
VERISK ANALYTICS INC COM92345Y106Stock12,815$3,991,873dollars as filed
SPDR SERIES TRUST78464A771ST STR SP CAPMKT26,328$3,815,717dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS40,000$3,812,800dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS34,375$3,730,719dollars as filed
AT&T Inc00206R102COM121,577$3,518,438dollars as filed
Tesla Motors, Inc88160R101COM10,513$3,339,560dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM7,435$3,310,062dollars as filed
BADGER METER INC COM056525108Stock13,124$3,214,724dollars as filed
NRG ENERGY INC COM NEW629377508Stock19,507$3,132,434dollars as filed
STATE STREET SPDR NYSE TECHNOLOGY ETF78464A102ETF13,110$3,110,741dollars as filed
TRANSDIGM GROUP INC COM893641100Stock1,929$2,933,315dollars as filed
SPDR S&P Aerospace & Defense ETF78464A631SHS13,804$2,911,816dollars as filed
VISTRA CORP COM92840M102Stock14,628$2,835,053dollars as filed
COPART INC COM217204106Stock50,817$2,493,590dollars as filed
SUPER MICRO COMPUTER INC86800U302COM NEW50,100$2,455,401dollars as filed
ZETA GLOBAL HOLDINGS CORP CL A98956A105Stock157,566$2,440,697dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR10,400$2,260,232dollars as filed
CBOE GLOBAL MKTS INC COM12503M108Stock9,452$2,204,301dollars as filed
iShares Russell 2000 ETF464287655SHS9,995$2,156,821dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS36,840$2,003,359dollars as filed
GLOBAL X FDS37950E259GB MSCI AR ETF22,781$1,930,234dollars as filed
FRONTDOOR INC COM35905A109Stock30,094$1,773,740dollars as filed
Booking Holdings Inc.09857L108COM296$1,713,615dollars as filed
IES HOLDINGS INC44951W106COM5,564$1,648,224dollars as filed
ISHARES TR46429B606MSCI POLAND ETF50,088$1,615,839dollars as filed
COMMSCOPE HLDG CO INC20337X109COM195,012$1,614,699dollars as filed
ISHARES TR46428743220 YR TR BD ETF18,188$1,605,091dollars as filed
NOVO-NORDISK A S ADR670100205ADR22,929$1,582,560dollars as filed
ARISTA NETWORKS INC040413205COM14,652$1,499,046dollars as filed
ISHARES INC464286202MSCI AUSTRIA ETF50,000$1,470,000dollars as filed
AMERIPRISE FINL INC COM03076C106Stock2,663$1,421,323dollars as filed
VANECK ETF TRUST92189F106GOLD MINERS ETF27,093$1,410,462dollars as filed
Advanced Micro Devices,Inc.007903107COM8,395$1,191,251dollars as filed
FEDERAL SIGNAL CORP313855108COM10,585$1,126,456dollars as filed
MADRIGAL PHARMACEUTICALS INC COM558868105Stock3,710$1,122,794dollars as filed
TARGA RES CORP COM87612G101Stock6,074$1,057,362dollars as filed
ECOLAB INC COM278865100Stock3,649$983,187dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock1,555$921,866dollars as filed
ARCHROCK INC03957W106COM31,960$793,567dollars as filed
Eli Lilly and Company532457108COM966$753,026dollars as filed
Apple Inc037833100COM3,199$656,339dollars as filed
WINMARK CORP974250102COM1,717$648,356dollars as filed
RIGETTI COMPUTING INC COMMON STOCK76655K103Stock49,643$588,766dollars as filed
General Electric Company369604301COM2,104$541,549dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,656$504,798dollars as filed
GLOBAL X FDS37954Y327GLBX MSCI COLUM15,976$460,748dollars as filed
iShares Silver Trust46428Q109COM11,846$388,667dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock2,372$304,589dollars as filed
TIDAL TRUST II88634T840YIELDMAX AMZN OP16,799$272,984dollars as filed
TIDAL TRUST II88634T816YIELDMAX META15,962$271,035dollars as filed
TIDAL TRUST II88634T428YIELD MSFT ETF15,126$269,697dollars as filed
TIDAL TRUST II88634T790YIELDMAX GOOGL22,105$269,018dollars as filed
TIDAL TRUST II88634T774YIELDMAX NVDA15,735$263,876dollars as filed
TIDAL TRUST II88634T857YIELDMAX AAPL19,684$253,333dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001214659-25-011108this filing2025-07-30acceptance time not in the bulk data set