Cavalier Investments, LLC Portfolio Holdings

Cavalier Investments, LLC

  • $319 Million
  • Q2 2025

Cavalier Investments, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $319 Million distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Howmet Aerospace Inc. with a value of $51.4M, Meta Platforms, Inc. with a value of $28.6M, Amazon Com Inc with a value of $20.2M, Microsoft Corp with a value of $18.5M, and Invesco Qqq Trust, Series 1 with a value of $17.6M.

Examining the 13F form we can see an increase of $34.2M in the current position value, from $285M to 319M.

Below you can find more details about Cavalier Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $319 Million
ETFs: $104 Million
Industrials: $61.9 Million
Technology: $45.9 Million
Communication Services: $32.1 Million
Consumer Cyclical: $30.1 Million
Utilities: $16.1 Million
Financial Services: $13.4 Million
Healthcare: $12.2 Million
Other: $2.83 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.1B
$51.4 Million 16.12% of portfolio
276,281
Q2 2025 Added 104.18%
$1.78T
$28.6 Million 8.95% of portfolio
38,689
Q2 2025 Added 82.44%
$2.26T
$20.2 Million 6.32% of portfolio
91,926
Q2 2025 Added 20.28%
$3.95T
$18.5 Million 5.79% of portfolio
37,133
Q2 2025 Added 201.43%
$0
$17.6 Million 5.52% of portfolio
31,936
Q2 2025 Reduced 44.89%
$0
$14.3 Million 4.48% of portfolio
51,232
Q2 2025 Reduced 12.47%
$0
$11 Million 3.46% of portfolio
17,855
Q2 2025 Reduced 13.2%
$127B
$10.4 Million 3.25% of portfolio
37,633
Q2 2025 Reduced 11.11%
$111B
$10.1 Million 3.16% of portfolio
31,245
Q2 2025 Added 174.56%
$859B
$9.78 Million 3.07% of portfolio
33,748
Q2 2025 Reduced 1.94%
$0
$8.56 Million 2.68% of portfolio
67,254
Q2 2025 Reduced 1.98%
$0
$7.46 Million 2.34% of portfolio
29,446
Q2 2025 Reduced 1.99%
$0
$7.27 Million 2.28% of portfolio
138,859
Q2 2025 Reduced 2.48%
$367B
$6.48 Million 2.03% of portfolio
47,540
Q2 2025 Added 8.54%
$147B
$5.4 Million 1.69% of portfolio
50,288
Q2 2025 Reduced 51.57%
$0
$5.05 Million 1.58% of portfolio
65,114
Q2 2025 New
$0
$3.82 Million 1.2% of portfolio
26,328
Q1 2024 Reduced 54.94%
$0
$3.81 Million 1.2% of portfolio
40,000
Q2 2025 New
$0
$3.73 Million 1.17% of portfolio
34,375
Q2 2025 Reduced 72.74%
$203B
$3.52 Million 1.1% of portfolio
121,577
Q2 2025 Reduced 1.98%
$1.08T
$3.34 Million 1.05% of portfolio
10,513
Q2 2025 New
$99.5B
$3.31 Million 1.04% of portfolio
7,435
Q2 2025 Reduced 1.82%
$5.63B
$3.21 Million 1.01% of portfolio
13,124
Q2 2025 Reduced 1.89%
$36.8B
$3.13 Million 0.98% of portfolio
19,507
Q2 2025 Reduced 1.97%
$0
$3.11 Million 0.98% of portfolio
13,110
Q2 2025 Reduced 1.04%
$76.5B
$2.93 Million 0.92% of portfolio
1,929
Q2 2025 Reduced 1.18%
$0
$2.91 Million 0.91% of portfolio
13,804
Q2 2023 Reduced 66.01%
$87.2B
$2.84 Million 0.89% of portfolio
14,628
Q2 2025 Reduced 1.85%
$11.2B
$2.49 Million 0.78% of portfolio
50,817
Q2 2025 Reduced 1.95%
$3.17B
$2.44 Million 0.77% of portfolio
157,566
Q2 2025 Reduced 21.88%
$0
$2.26 Million 0.71% of portfolio
10,400
Q2 2025 New
$26.4B
$2.2 Million 0.69% of portfolio
9,452
Q2 2025 Reduced 1.91%
$0
$2.16 Million 0.68% of portfolio
9,995
Q2 2025 Reduced 82.92%
$0
$2 Million 0.63% of portfolio
36,840
Q2 2025 Reduced 11.23%
$0
$1.93 Million 0.61% of portfolio
22,781
Q2 2025 Reduced 1.98%
$4.65B
$1.77 Million 0.56% of portfolio
30,094
Q2 2025 Reduced 1.95%
$217B
$1.71 Million 0.54% of portfolio
296
Q2 2024 Reduced 83.23%
$7.26B
$1.65 Million 0.52% of portfolio
5,564
Q2 2025 Reduced 1.63%
$3.17B
$1.61 Million 0.51% of portfolio
195,012
Q2 2025 Reduced 1.99%
$0
$1.62 Million 0.51% of portfolio
50,088
Q2 2025 New
$112B
$1.58 Million 0.5% of portfolio
22,929
Q2 2025 Reduced 1.97%
$0
$1.61 Million 0.5% of portfolio
18,188
Q2 2025 Reduced 63.28%
$0
$1.47 Million 0.46% of portfolio
50,000
Q2 2025 New
$55.2B
$1.42 Million 0.45% of portfolio
2,663
Q2 2025 Reduced 1.7%
$0
$1.41 Million 0.44% of portfolio
27,093
Q2 2025 New
$282B
$1.19 Million 0.37% of portfolio
8,395
Q2 2025 Reduced 1.88%
$7.87B
$1.13 Million 0.35% of portfolio
10,585
Q2 2025 Reduced 1.92%
$6.14B
$1.12 Million 0.35% of portfolio
3,710
Q2 2025 Reduced 1.83%
$38.1B
$1.06 Million 0.33% of portfolio
6,074
Q2 2025 Reduced 1.86%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $319 Million
  • Prior Value $285 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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