StockDriftsStockDriftsTop 40 Cavalier Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 16.21% | 231.2K | $44.0M | new | $151.88(+25.58%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 6.81% | 92.5K | $18.5M | +113.17%(+49.13K) | $174.51(+29.55%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.69% | 24.3K | $18.2M | -83.52%(-123.34K) | $635.96(+21.92%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.52% | 296.6K | $17.7M | new | $56.05(+7.72%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 6.3% | 108.0K | $17.1M | +2210.23%(+103.28K) | $151.22(+10.64%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.54% | 20.4K | $15.0M | -80.19%(-82.71K) | $568.95(+28.75%) | 2026-06-30 | |
| TLT | ISHARES TR | 5.29% | 166.5K | $14.4M | +28.10%(+36.52K) | $89.33(-8.73%) | 2026-06-30 | |
| IGF | ISHARES TR | 4.12% | 168.0K | $11.2M | +748.51%(+148.18K) | $66.26(-0.51%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.78% | 47.2K | $10.3M | +17.20%(+6.92K) | $195.34(+16.47%) | 2026-06-30 | |
| MTUM | ISHARES TR | 3.74% | 29.7K | $10.2M | new | $286.80(+12.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.05% | +90.90% | +11.95% | +75.84% |
| Top 20 Holdings Unweighted | +26.81% | +103.91% | +12.79% | +82.50% |
Cavalier Investments LLC reports $2.41B in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are XLK (16.2%), NVDA (6.8%) and SPY (6.7%). The top 20 holdings account for 89.23% of reported assets. Its disclosed equity book has returned +90.90% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cavalier Investments LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1655543). View Cavalier Investments LLC’s 13F filings on SEC