Fund Holdings — Cavalier Investments, LLC

Total Portfolio Value
$388.22M
Total Bought
$197.74M
Total Sold
$135.51M
Net Transaction
+$62.23M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
SPDR S&P 500 ETF Trust(SPY)70,859147,679+76,82048,32096,04224.74%+47,721
Invesco QQQ Trust Series 128,733103,144+74,41117,65159,53315.33%+41,882
United States Oil Fund(USO)0121,831+121,831015,5033.99%+15,503
KLA Corporation(KLAC)09,704+9,704014,2883.68%+14,288
VANGUARD VALUE ETF040,239+40,23907,8952.03%+7,895
RTX Corporation(RTX)040,650+40,65007,8412.02%+7,841
ISHARES TR045,960+45,96005,8961.52%+5,896
STATE STRET MATRL SLCT SCTR SPDR ETF
ST STR MATER ETF
0115,632+115,63205,7781.49%+5,778
INVESCO EXCHANGE TRADED FD T
PHARMACEUTICALS
045,960+45,96004,7691.23%+4,769
iShares Silver Trust(SLV)11,84678,272+66,4267635,3331.37%+4,570
SIMPLIFY VOLATILITY PREMIUM ETF
VOLATILITY PREM
0260,455+260,45503,9951.03%+3,995
ISHARES TR046,080+46,08003,7190.96%+3,719
SELECT SECTOR UTI SELECT SPDR ETF
ST STR UTIL ETF
079,646+79,64603,6550.94%+3,655
ISHARES SEMICONDUCTOR ETF010,637+10,63703,4960.90%+3,496
ALBEMARLE CORP(ALB)018,160+18,16003,2600.84%+3,260
iShares MSCI Austria ETF50,000125,000+75,0001,7744,4311.14%+2,658
FT VEST GOLD STRT TRGT INCM ETF235,347323,655+88,3085,8868,2632.13%+2,377
HOWMET AEROSPACE ORD(HWM)27,84134,998+7,1575,7088,0662.08%+2,358
State Street Consumer Staples Select Sector SPDR ETF
ST STR STAPL ETF
027,366+27,36602,2430.58%+2,243
Apple, Inc.(AAPL)3,39912,245+8,8469243,1080.80%+2,184
SPDR Gold Shares(GLD)21,88025,125+3,2458,67110,8112.78%+2,140
ISHARES 20 PLS YEAR TREASURY BND ETF107,636129,941+22,3059,38211,2652.90%+1,883
ISHARES INC045,960+45,96001,8270.47%+1,827
LAM RESEARCH CORP(LRCX)45,45942,878-2,5817,7829,1612.36%+1,380
Freeport-McMoRan Inc(FCX)023,440+23,44001,3780.35%+1,378
iShares Global Infrastructure ETF019,796+19,79601,3260.34%+1,326
ISHARES INC010,741+10,74101,3210.34%+1,321
Health Care Select Sector SPDR Fund
ST STR CARE ETF
04,673+4,67306850.18%+685
UBS AG ETRACS CD OL CR CL ETN(AMUB)42,25446,000+3,7462,0002,6510.68%+652
IESC(IESC)5,9645,560-4042,3202,6490.68%+329
State Street SPDR SP Metals Mining ETF
ST STR SP METAL
02,334+2,33402520.06%+252
ATT(T)132,277121,470-10,8073,2863,5210.91%+236
AROC(AROC)34,76031,932-2,8289041,1110.29%+207
SPDR S&P AEROSPACE
ST STR SP AERO
13,80413,80403,3303,5060.90%+176
CBOE GLOBAL MARKETS ORD(CBOE)10,2529,444-8082,5732,6540.68%+81
YIELDMAX GOOGL OPTN INC STGY ETF
YIELDMAX GOOGL
37,78846,166+8,3785525860.15%+35
YIELDMAX AAPL OPT INC STRTGY ETF
YIELDMAX AAPL
33,68841,123+7,4354494840.12%+35
YIELDMAX NVDA OPTN INC STRGY ETF
YIELDMAX NVDA
26,91832,819+5,9013934260.11%+33
Global X MSCI Colombia ETF
GLBX MSCI COLUM
17,37615,962-1,4146196310.16%+12
YIELDMAX AMZN OPTN INC STRGY ETF
YIELD AMZN ETF
28,73535,107+6,3723823870.10%+5
YIELDMAX META OPTN INC STGY ETF
YIELDMAX META
27,24733,265+6,0183443360.09%-8
MICROSTRATEGY CL A ORD(MSTR)21,71226,167+4,4553,2993,2660.84%-33
YIELDMAX MSFT OPTN INC STRG ETF
YIELD MSFT ETF
25,87531,657+5,7824003660.09%-34
SPDR PORTFOLIO S&P 400 MID CAP ETF
ST STR P400MID
31,63929,539-2,1001,8321,7490.45%-83
iShares MSCI Poland ETF
MSCI POLAND ETF
54,48850,044-4,4441,9171,8220.47%-95
Global X MSCI Argentina ETF24,78122,761-2,0202,2652,1240.55%-141
ELI LILLY ORD(LLY)96696601,0388880.23%-150
Facebook Inc(META)1,4271,342-859427680.20%-174
NRG Energy Inc(NRG)1,7670-1,7672810—-281
Boston Scientific Co rp(BSX)4,5280-4,5284320—-432
Novo Nordisk A/S(NVO)10,0490-10,0495110—-511
Vanguard FTSE Europe ETF70,81465,057-5,7575,9215,3631.38%-558
Rigetti Computing In c(RGTI)26,7870-26,7875930—-593
CONSTELLATION ENERGY(CEG)2,0170-2,0177130—-713
IonQ Inc(IONQ)18,4200-18,4208270—-827
Amazon.com Inc(AMZN)3,7980-3,7988770—-877
Palantir Technologies Inc.(PLTR)25,01023,310-1,7004,4463,4100.88%-1,036
Badger Meter Inc6,8370-6,8371,1920—-1,192
Vistra Energy Corp(VST)8,2570-8,2571,3320—-1,332
VANECK GOLD MINERS ETF
GOLD MINERS ETF
46,44128,312-18,1293,9832,5980.67%-1,385
VanEck Vectors Semiconductor ETF
SEMICONDUCTR ETF
36,73230,595-6,13713,22811,7303.02%-1,498
ISHARES RUSSELL 2000 ETF9,8343,385-6,4492,4218390.22%-1,581
Consumer Discretiona ry Select Sector SPD
ST STR DISCR ETF
18,6130-18,6132,2230—-2,223
Technology Select Se ctor SPDR Fund
ST STR TECHN ETF
20,4920-20,4922,9500—-2,950
iShares Bitcoin Trus(IBIT)72,19016,190-56,0003,5846220.16%-2,962
SPDR Portfolio S&P 5 00 Growth ETF
ST STR P500GRW
35,7800-35,7803,8180—-3,818
State Street SPDR S&P Capital Markets
ST STR SP CAPMKT
26,3280-26,3283,9470—-3,947
COMMUNICAT SVS SLCT SEC SPDR ETF
ST STR SVC ETF
125,49095,558-29,93214,77310,5942.73%-4,179
NVIDIA Corp.(NVDA)63,97943,411-20,56811,9327,5711.95%-4,361
Newmont Corporation(NEM)64,69914,915-49,7846,4601,6150.42%-4,846
Tesla Inc(TSLA)16,0820-16,0827,2320—-7,232
Financial Select Sector SPDR Fund
ST STR FINL ETF
151,0595,465-145,5948,2742700.07%-8,004
Western Digital Corporation(WDC)81,98022,610-59,37014,1236,1161.58%-8,007
SPDR NYSE Technology ETF
ST STR NYSE TECH
30,7540-30,7548,5460—-8,546
Microsoft Corp(MSFT)19,1600-19,1609,2660—-9,266
JPMORGAN CHASE ORD(JPM)36,6488,249-28,39911,8092,4270.63%-9,382
Vanguard Financials ETF
FINANCIALS ETF
73,1540-73,1549,7650—-9,765
Reddit Inc(RDDT)51,2300-51,23011,7760—-11,776
General Electric Co(GE)60,6740-60,67418,6890—-18,689
Page 1 of 1
Cavalier Investments, LLC — 13F Holdings — Q1 2026 | TickerTrail