Fund Holdings — Cavalier Investments, LLC

Total Portfolio Value
$248.13M
Total Bought
$89.56M
Total Sold
$144.80M
Net Transaction
-$55.25M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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SELECT SECTOR SPDR TR
ST STR SVC ETF
34,375163,273+128,8983,73117,6657.12%+13,934
SPDR S&P 500 ETF TR(SPY)17,85537,158+19,30311,03224,0549.69%+13,023
ISHARES TR9,99559,935+49,9402,15712,9695.23%+10,812
TESLA INC(TSLA)10,51336,282+25,7693,34011,4514.61%+8,111
GE AEROSPACE(GE)2,10427,229+25,1255427,2692.93%+6,727
ISHARES TR18,18882,621+64,4331,6057,3842.98%+5,779
FIRST TR EXCHANGE-TRADED FD0235,347+235,34705,6342.27%+5,634
STRATEGY INC(MSTR)011,627+11,62703,7461.51%+3,746
ISHARES BITCOIN TRUST ETF(IBIT)049,000+49,00003,1851.28%+3,185
BOSTON SCIENTIFIC CORP(BSX)50,28875,388+25,1005,4017,7153.11%+2,314
VANECK ETF TRUST
GOLD MINERS ETF
27,09338,156+11,0631,4102,9151.17%+1,505
VS TRUST(SVIX)0123,338+123,33801,2250.49%+1,225
NOVO-NORDISK A S(NVO)22,92941,537+18,6081,5832,0050.81%+422
PALANTIR TECHNOLOGIES INC(PLTR)47,54047,910+3706,4816,7502.72%+270
SPDR SERIES TRUST
ST STR P500GRW
40,00038,734-1,2663,8134,0481.63%+235
VANGUARD INTL EQUITY INDEX F65,11468,648+3,5345,0465,2262.11%+180
TIDAL TRUST II
YIELDMAX GOOGL
22,10531,077+8,9722694400.18%+171
SELECT SECTOR SPDR TR
ST STR DISCR ETF
10,40010,073-3272,2602,4140.97%+154
TIDAL TRUST II
YIELDMAX AAPL
19,68427,672+7,9882533770.15%+124
ISHARES SILVER TR(SLV)11,84611,84603895020.20%+113
TIDAL TRUST II
YIELDMAX NVDA
15,73522,124+6,3892643720.15%+108
TIDAL TRUST II
YIELD MSFT ETF
15,12621,269+6,1432703710.15%+101
SPDR GOLD TR(GLD)1,6561,65605055890.24%+84
TIDAL TRUST II
YIELDMAX META
15,96222,416+6,4542713520.14%+81
TIDAL TRUST II
YIELD AMZN ETF
16,79923,622+6,8232733360.14%+63
SPDR SERIES TRUST
ST STR P400MID
36,84036,063-7772,0032,0620.83%+59
ELI LILLY & CO(LLY)96696607538020.32%+49
GLOBAL X FDS
GLBX MSCI COLUM
15,97616,844+8684614950.20%+35
WINMARK CORP(WINA)1,7171,779+626486450.26%-4
FRONTDOOR INC(FTDR)30,09431,706+1,6121,7741,7550.71%-19
ARCHROCK INC(AROC)31,96033,696+1,7367947560.30%-38
ISHARES TR
MSCI POLAND ETF
50,08852,816+2,7281,6161,5590.63%-57
ISHARES INC50,00050,00001,4701,4010.56%-69
TYLER TECHNOLOGIES INC(TYL)1,5551,617+629228470.34%-75
VERTIV HOLDINGS CO(VRT)2,3722,496+1243052210.09%-84
SPDR SERIES TRUST
ST STR NYSE TECH
13,11011,050-2,0603,1113,0081.21%-103
APPLE INC(AAPL)3,1993,323+1246565540.22%-103
VANECK ETF TRUST
SEMICONDUCTR ETF
51,23248,390-2,84214,28814,0745.67%-214
ECOLAB INC(ECL)3,6493,835+1869837530.30%-230
COPART INC(CPRT)50,81753,545+2,7282,4942,2030.89%-290
ZETA GLOBAL HOLDINGS CORP(ZETA)157,566104,856-52,7102,4412,0790.84%-362
RIGETTI COMPUTING INC(RGTI)49,64325,989-23,6545892200.09%-369
AMERIPRISE FINL INC(AMP)2,6632,787+1241,4219560.39%-466
VERTEX PHARMACEUTICALS INC(VRTX)7,4357,807+3723,3102,7901.12%-520
SELECT SECTOR SPDR TR
ST STR FINL ETF
138,859146,423+7,5647,2726,7172.71%-555
CBOE GLOBAL MKTS INC(CBOE)9,4529,948+4962,2041,5400.62%-664
IES HLDGS INC(IESC)5,5645,812+2481,6489160.37%-732
GLOBAL X FDS22,78124,021+1,2401,9301,1940.48%-736
BOOKING HOLDINGS INC(BKNG)29629601,7147540.30%-960
BADGER METER INC13,12413,806+6823,2152,2460.91%-969
JPMORGAN CHASE & CO.(JPM)33,74835,546+1,7989,7848,7453.52%-1,039
TARGA RES CORP(TRGP)6,0740-6,0741,0570—-1,057
VERISK ANALYTICS INC(VRSK)12,81513,497+6823,9922,9131.17%-1,079
MADRIGAL PHARMACEUTICALS INC(MDGL)3,7100-3,7101,1230—-1,123
FEDERAL SIGNAL CORP(FSS)10,5850-10,5851,1260—-1,126
SPDR SERIES TRUST
ST STR SP AERO
13,80413,80402,9121,7290.70%-1,183
ADVANCED MICRO DEVICES INC(AMD)8,3950-8,3951,1910—-1,191
AT&T INC(T)121,577128,211+6,6343,5182,2090.89%-1,309
TRANSDIGM GROUP INC(TDG)1,9292,015+862,9331,4920.60%-1,442
ARISTA NETWORKS INC(ANET)14,6520-14,6521,4990—-1,499
SPDR SERIES TRUST
ST STR SP CAPMKT
26,32826,32803,8162,2910.92%-1,525
VANGUARD WORLD FD
FINANCIALS ETF
67,25470,912+3,6588,5616,9622.81%-1,600
COMMSCOPE HLDG CO INC(VISN)195,0120-195,0121,6150—-1,615
VISTRA CORP(VST)14,6284,948-9,6802,8358100.33%-2,025
SUPER MICRO COMPUTER INC(SMCI)50,1000-50,1002,4550—-2,455
NRG ENERGY INC(NRG)19,5070-19,5073,1320—-3,132
MICROSOFT CORP(MSFT)37,13327,671-9,46218,47013,3025.36%-5,168
SELECT SECTOR SPDR TR
ST STR TECHN ETF
29,4469,942-19,5047,4572,2570.91%-5,200
ROCKET LAB CORP(RKLB)150,3540-150,3545,3780—-5,378
INVESCO QQQ TR31,93619,058-12,87817,61710,0664.06%-7,551
CONSTELLATION ENERGY CORP(CEG)31,24511,915-19,33010,0852,3590.95%-7,726
BROADCOM INC(AVGO)37,6330-37,63310,3740—-10,374
META PLATFORMS INC(META)38,68916,427-22,26228,55611,5134.64%-17,043
AMAZON COM INC(AMZN)91,9263,684-88,24220,1686600.27%-19,508
HOWMET AEROSPACE INC(HWM)276,28127,005-249,27651,4241,2860.52%-50,138
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Cavalier Investments, LLC — 13F Holdings — Q3 2025 | TickerTrail