Cavalier Investments, LLC
CIK 1655543
13F filing for Q2 2026・No. 1,473
- Holdings
- US$2.41B
- Quarter change
- −US$1.29B
- Entries
- 70
- Net bought (estimate)
- −US$157.09M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 29
- Cut 13
- Added 15
- Corporate actions 0
- Unchanged 3
Largest holdings
40 stocks worth US$271.71M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SELECT SECTOR SPDR TRST STR TECHN ETF | New | 231,176 | US$44.04M | 16.21% |
| NVDANvidiaCOM | Added | 92,541 | US$18.52M | 6.81% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 24,338 | US$18.17M | 6.69% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | New | 296,581 | US$17.7M | 6.52% |
| SELECT SECTOR SPDR TRST STR CARE ETF | Added | 107,957 | US$17.13M | 6.30% |
| QQQInvesco QQQUNIT SER 1 | Cut | 20,430 | US$15.04M | 5.54% |
| TLTISHARES TR20 YR TR BD ETF | Added | 166,457 | US$14.39M | 5.29% |
| ISHARES TRGLB INFRASTR ETF | Added | 167,971 | US$11.19M | 4.12% |
| VANGUARD INDEX FDSVALUE ETF | Added | 47,160 | US$10.28M | 3.78% |
| ISHARES TRMSCI USA MMENTM | New | 29,662 | US$10.17M | 3.74% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.