Cavalier Investments, LLC - Portfolio overview

Cavalier Investments, LLC has 89 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SPY - SPDR S&P 500 ETF Trust, 20.22%
2. QQQ - Invesco QQQ Trust Series 1, 12.53%
3. USO - United States Oil Fund, 3.26%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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