Fund HoldingsCavalier Investments, LLC

Total Portfolio Value
$329.99M
Total Bought
$108.39M
Total Sold
$105.11M
Net Transaction
+$3.28M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
HOWMET AEROSPACE INC(HWM)135,311276,281+140,97017,55451,42415.58%+33,870
META PLATFORMS INC(META)21,20738,689+17,48212,22328,5568.65%+16,333
MICROSOFT CORP(MSFT)12,31937,133+24,8144,62418,4705.60%+13,846
CONSTELLATION ENERGY CORP(CEG)11,38031,245+19,8652,29510,0853.06%+7,790
AMAZON COM INC(AMZN)76,42691,926+15,50014,54120,1686.11%+5,627
ROCKET LAB CORP(RKLB)0150,354+150,35405,3781.63%+5,378
VANGUARD INTL EQUITY INDEX F065,114+65,11405,0461.53%+5,046
SPDR SERIES TRUST
ST STR P500GRW
040,000+40,00003,8131.16%+3,813
TESLA INC(TSLA)010,513+10,51303,3401.01%+3,340
BROADCOM INC(AVGO)42,33737,633-4,7047,08810,3743.14%+3,285
PALANTIR TECHNOLOGIES INC(PLTR)43,80147,540+3,7393,6976,4811.96%+2,784
SUPER MICRO COMPUTER INC(SMCI)050,100+50,10002,4550.74%+2,455
SELECT SECTOR SPDR TR
ST STR DISCR ETF
010,400+10,40002,2600.68%+2,260
VANECK ETF TRUST
SEMICONDUCTR ETF
58,53251,232-7,30012,37814,2884.33%+1,910
ISHARES TR
MSCI POLAND ETF
050,088+50,08801,6160.49%+1,616
ISHARES INC050,000+50,00001,4700.45%+1,470
VANECK ETF TRUST
GOLD MINERS ETF
027,093+27,09301,4100.43%+1,410
JPMORGAN CHASE & CO.(JPM)34,41533,748-6678,4429,7842.96%+1,342
SELECT SECTOR SPDR TR
ST STR TECHN ETF
30,04429,446-5986,2037,4572.26%+1,253
NRG ENERGY INC(NRG)19,89819,507-3911,8993,1320.95%+1,233
VISTRA CORP(VST)14,90414,628-2761,7502,8350.86%+1,085
IES HLDGS INC(IESC)5,6565,564-929341,6480.50%+714
SPDR SERIES TRUST
ST STR SP AERO
13,80413,80402,2182,9120.88%+694
BADGER METER INC13,37713,124-2532,5453,2150.97%+670
FRONTDOOR INC(FTDR)30,69230,094-5981,1791,7740.54%+595
RIGETTI COMPUTING INC(RGTI)049,643+49,64305890.18%+589
SPDR SERIES TRUST
ST STR NYSE TECH
13,24813,110-1382,5413,1110.94%+570
COMMSCOPE HLDG CO INC(VISN)198,968195,012-3,9561,0571,6150.49%+558
SPDR SERIES TRUST
ST STR SP CAPMKT
26,32826,32803,3223,8161.16%+494
GLOBAL X FDS
GLBX MSCI COLUM
015,976+15,97604610.14%+461
VANGUARD WORLD FD
FINANCIALS ETF
68,61167,254-1,3578,1978,5612.59%+364
BOOKING HOLDINGS INC(BKNG)29629601,3641,7140.52%+350
ARISTA NETWORKS INC(ANET)14,92814,652-2761,1571,4990.45%+342
FEDERAL SIGNAL CORP(FSS)10,79210,585-2077941,1260.34%+333
ADVANCED MICRO DEVICES INC(AMD)8,5568,395-1618791,1910.36%+312
VERTIV HOLDINGS CO(VRT)02,372+2,37203050.09%+305
TRANSDIGM GROUP INC(TDG)1,9521,929-232,7002,9330.89%+233
SELECT SECTOR SPDR TR
ST STR FINL ETF
142,386138,859-3,5277,0927,2722.20%+180
AMERIPRISE FINL INC(AMP)2,7092,663-461,3111,4210.43%+110
VERISK ANALYTICS INC(VRSK)13,06812,815-2533,8893,9921.21%+103
WINMARK CORP(WINA)1,7401,717-235536480.20%+95
GLOBAL X FDS23,24122,781-4601,8771,9300.58%+53
ECOLAB INC(ECL)3,7183,649-699439830.30%+41
SPDR GOLD TR(GLD)1,6561,65604775050.15%+28
CBOE GLOBAL MKTS INC(CBOE)9,6369,452-1842,1812,2040.67%+24
ISHARES SILVER TR(SLV)11,84611,84603673890.12%+22
AT&T INC(T)124,038121,577-2,4613,5083,5181.07%+11
TYLER TECHNOLOGIES INC(TYL)1,5781,555-239179220.28%+4
NOVO-NORDISK A S(NVO)23,38922,929-4601,6241,5830.48%-42
ELI LILLY & CO(LLY)96696607987530.23%-45
ARCHROCK INC(AROC)32,60431,960-6448567940.24%-62
APPLE INC(AAPL)3,2453,199-467216560.20%-64
SPDR SERIES TRUST
ST STR P400MID
41,50236,840-4,6622,1242,0030.61%-121
MADRIGAL PHARMACEUTICALS INC(MDGL)3,7793,710-691,2521,1230.34%-129
TIDAL TR II
YIELDMAX NVDA
27,29115,735-11,5564202640.08%-156
TARGA RES CORP(TRGP)6,1896,074-1151,2411,0570.32%-183
TIDAL TR II
YIELDMAX GOOGL
42,57122,105-20,4665032690.08%-234
TIDAL TR II
YIELD AMZN ETF
33,00216,799-16,2035292730.08%-256
TIDAL TR II
YIELD MSFT ETF
34,88815,126-19,7625482700.08%-278
TIDAL TR II
YIELDMAX META
34,09915,962-18,1375522710.08%-281
ZETA GLOBAL HOLDINGS CORP(ZETA)201,690157,566-44,1242,7352,4410.74%-294
TIDAL TR II
YIELDMAX AAPL
37,64319,684-17,9595682530.08%-315
VERTEX PHARMACEUTICALS INC(VRTX)7,5737,435-1383,6723,3101.00%-361
COPART INC(CPRT)51,82950,817-1,0122,9332,4940.76%-439
SKYWORKS SOLUTIONS INC(SWKS)7,2320-7,2324670-467
SPDR S&P 500 ETF TR(SPY)20,57117,855-2,71611,50711,0323.34%-475
ABERCROMBIE & FITCH CO10,8370-10,8378280-828
MOOG INC(MOG-A)6,1700-6,1701,0700-1,070
RAYMOND JAMES FINL INC(RJF)8,1370-8,1371,1300-1,130
GRAINGER W W INC(GWW)1,2600-1,2601,2450-1,245
ISHARES BITCOIN TRUST ETF(IBIT)33,0000-33,0001,5450-1,545
NVIDIA CORPORATION(NVDA)17,6790-17,6791,9160-1,916
SELECT SECTOR SPDR TR
ST STR UTIL ETF
27,8400-27,8402,1950-2,195
MICROSTRATEGY INC(MSTR)8,7800-8,7802,5310-2,531
UBS AG JERSEY BRANCH(AMUB)16,3120-16,3122,6390-2,639
ISHARES TR49,52618,188-31,3384,5081,6050.49%-2,903
FAIR ISAAC CORP(FICO)1,6280-1,6283,0020-3,002
SPDR SER TR
ST STR P500VAL
69,2000-69,2003,5340-3,534
GE AEROSPACE(GE)22,4512,104-20,3474,4945420.16%-3,952
SALESFORCE INC(CRM)16,9910-16,9914,5600-4,560
PROGRESSIVE CORP(PGR)17,2540-17,2544,8830-4,883
BOSTON SCIENTIFIC CORP(BSX)103,83850,288-53,55010,4755,4011.64%-5,074
DECKERS OUTDOOR CORP(DECK)51,4030-51,4035,7470-5,747
SELECT SECTOR SPDR TR
ST STR SVC ETF
126,10634,375-91,73112,1633,7311.13%-8,432
CARPENTER TECHNOLOGY CORP(CRS)51,2000-51,2009,2760-9,276
ISHARES TR58,5279,995-48,53211,6762,1570.65%-9,519
INVESCO QQQ TR57,94631,936-26,01027,17217,6175.34%-9,555
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