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 Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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