Notify me when Cavalier Investments, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 60 | $321,629,998 | +$118,481,669 | -$79,672,049 | +$38,809,620 | SPY, GE, QQQ, XLC, WDC | 13F-HR | 13 Feb 2026, 11:58 |
| Q3 2025 | 65 | $244,956,545 | +$79,285,688 | -$84,229,175 | -$4,943,487 | SPY, XLC, SMH, MSFT, IWM | 13F-HR | 13 Nov 2025, 18:03 |
| Q2 2025 | 71 | $329,993,066 | +$89,949,534 | -$104,267,993 | -$14,318,459 | HWM, META, AMZN, MSFT, QQQ | 13F-HR | 30 Jul 2025, 13:11 |
| Q1 2025 | 75 | $294,334,514 | +$94,289,109 | -$88,463,458 | +$5,825,651 | QQQ, HWM, AMZN, SMH, META | 13F-HR | 24 Apr 2025, 10:27 |
| Q4 2024 | 74 | $299,293,251 | +$84,110,410 | -$120,411,370 | -$36,300,960 | QQQ, AMZN, XLC, BSX, SPY | 13F-HR | 04 Feb 2025, 17:19 |
| Q3 2024 | 84 | $325,956,976 | +$108,504,015 | -$102,937,903 | +$5,566,112 | LLY, IWM, QQQ, AMZN, SPY | 13F-HR | 24 Oct 2024, 16:26 |
| Q2 2024 | 79 | $324,935,998 | +$93,204,150 | -$46,193,317 | +$47,010,833 | SMH, XLK, NVDA, QQQ, SMCI | 13F-HR | 02 Aug 2024, 08:55 |
| Q1 2024 | 81 | $273,978,714 | +$44,094,109 | -$74,302,891 | -$30,208,782 | SMH, QQQ, XLK, NVDA, SPY | 13F-HR | 26 Apr 2024, 10:54 |
| Q4 2023 | 90 | $271,578,905 | +$26,750,529 | -$42,235,453 | -$15,484,924 | QQQ, SMH, SPY, XLK, XLI | 13F-HR | 13 Feb 2024, 08:25 |
| Q3 2023 | 93 | $255,521,889 | +$39,282,222 | -$41,184,160 | -$1,901,938 | SPY, XLK, QQQ, SMH, XLE | 13F-HR | 23 Oct 2023, 10:24 |
| Q2 2023 | 94 | $274,659,074 | +$139,492,724 | -$97,968,096 | +$41,524,628 | SPY, XLK, SMH, TLT, EFA | 13F-HR | 11 Aug 2023, 10:17 |
| Q1 2023 | 59 | $230,423,995 | +$31,117,758 | -$91,673,439 | -$60,555,681 | XLF, DBA, SMH, XLK, XYLD | 13F-HR | 10 May 2023, 11:37 |
| Q4 2022 | 98 | $278,566,178 | +$16,104,093 | -$29,933,884 | -$13,829,791 | USHY, SPY, XLF, DBA, XYLD | 13F-HR | 10 Feb 2023, 12:52 |
| Q3 2022 | 95 | $276,759,000 | +$60,298,834 | -$53,961,885 | +$6,336,949 | USHY, SPY, XLF, DBA, QQQ | 13F-HR | 10 Nov 2022, 11:53 |
| Q2 2022 | 97 | $285,989,000 | +$46,973,485 | -$90,964,862 | -$43,991,377 | DBC, SPY, DBA, USHY, QQQ | 13F-HR | 04 Aug 2022, 10:02 |
| Q1 2022 | 100 | $382,539,000 | +$49,365,665 | -$25,129,899 | +$24,235,766 | DBC, SPY, DBA, XLK, XLF | 13F-HR | 04 May 2022, 15:31 |
| Q4 2021 | 98 | $385,118,000 | +$97,021,158 | -$47,430,962 | +$49,590,196 | SPY, XHB, SMH, XLK, DBC | 13F-HR | 02 Feb 2022, 11:18 |
| Q3 2021 | 98 | $316,672,000 | +$75,284,507 | -$31,086,073 | +$44,198,434 | SPY, DBC, XHB, XLF, XLK | 13F-HR | 02 Nov 2021, 12:45 |
| Q2 2021 | 94 | $277,272,000 | +$88,262,314 | -$53,550,461 | +$34,711,853 | XLF, DBC, DBA, XHB, SMH | 13F-HR | 11 Aug 2021, 14:44 |
| Q1 2021 | 103 | $229,916,000 | +$48,965,420 | -$45,503,882 | +$3,461,538 | IBUY, EFA, XLK, SMH, SKYY | 13F-HR | 13 May 2021, 09:50 |
| Q4 2020 | 98 | $218,760,000 | +$107,060,798 | -$56,444,559 | +$50,616,239 | USHY, IBUY, GHYB, XLK, EFA | 13F-HR | 12 Feb 2021, 09:10 |
| Q3 2020 | 68 | $147,118,000 | +$25,749,387 | -$67,844,093 | -$42,094,706 | QQQ, XLK, UVXY, IGV, SKYY | 13F-HR | 12 Nov 2020, 09:26 |
| Q2 2020 | 69 | $173,117,000 | +$50,340,214 | -$75,869,899 | -$25,529,685 | GHYB, QQQ, XLK, USMV, XLC | 13F-HR | 10 Aug 2020, 08:54 |
| Q1 2020 | 111 | $169,203,000 | +$35,600,750 | -$66,503,499 | -$30,902,749 | USMV, GHYB, XLC, XLK, IHI | 13F-HR | 06 May 2020, 13:43 |
| Q4 2019 | 130 | $230,935,000 | +$71,542,183 | -$87,170,008 | -$15,627,825 | GHYB, USMV, XLY, XLC, XLK | 13F-HR | 06 Feb 2020, 13:24 |
| Q3 2019 | 115 | $231,767,000 | +$57,132,067 | -$64,561,079 | -$7,429,012 | USMV, XLU, GHYB, XLB, XLK | 13F-HR | 06 Nov 2019, 10:01 |
| Q2 2019 | 111 | $239,202,000 | +$81,966,663 | -$94,974,002 | -$13,007,339 | XLK, GHYB, XLI, XLY, AGG | 13F-HR | 31 Jul 2019, 09:29 |
| Q1 2019 | 117 | $243,247,000 | +$85,533,129 | -$182,300,119 | -$96,766,990 | XLK, XLI, XLB, XLE, XLY | 13F-HR | 03 May 2019, 09:29 |
| Q4 2018 | 159 | $310,181,000 | +$136,948,265 | -$129,571,062 | +$7,377,203 | XLK, XLRE, XLV, XLU, Vanguard High-Yield Corporate Fund | 13F-HR | 01 Feb 2019, 13:45 |
| Q3 2018 | 158 | $340,710,000 | +$130,160,718 | -$99,847,507 | +$30,313,211 | XLV, XLK, XLY, XLI, XLC | 13F-HR | 13 Nov 2018, 10:17 |
| Q2 2018 | 146 | $296,573,000 | +$132,622,413 | -$124,362,945 | +$8,259,468 | XLRE, XLC, XLK, XLV, XLF | 13F-HR | 03 Aug 2018, 11:36 |
| Q1 2018 | 167 | $283,230,000 | +$124,388,568 | -$94,181,639 | +$30,206,929 | XLK, XLV, XLI, XLF, XLY | 13F-HR | 10 May 2018, 16:44 |
| Q4 2017 | 131 | $250,470,000 | +$83,558,648 | -$48,067,582 | +$35,491,066 | XLK, XLP, XLV, XLRE, XLI | 13F-HR | 13 Feb 2018, 11:26 |
| Q3 2017 | 142 | $208,105,000 | +$77,478,796 | -$55,213,909 | +$22,264,887 | XLK, XLRE, XLI, XLB, XLU | 13F-HR | 02 Nov 2017, 11:18 |
| Q2 2017 | 145 | $167,196,000 | +$5,029,982 | -$6,445,385 | -$1,415,403 | XLK, XLRE, XLV, XLU, XLI | 13F-HR | 14 Aug 2017, 07:07 |
| Q1 2017 | 148 | $178,558,000 | +$87,236,413 | -$72,679,204 | +$14,557,209 | XLK, XLRE, XLF, XLV, XLU | 13F-HR | 15 May 2017, 10:03 |
| Q4 2016 | 123 | $155,292,000 | +$61,158,647 | -$74,042,385 | -$12,883,738 | XLF, XLE, XLK, XLB, XLY | 13F-HR | 03 Feb 2017, 14:48 |
| Q3 2016 | 128 | $164,586,000 | +$60,310,660 | -$67,864,607 | -$7,553,947 | XLE, XLK, XLI, XLFS, XLY | 13F-HR | 10 Nov 2016, 17:36 |
| Q2 2016 | 116 | $170,995,000 | +$96,966,372 | -$102,210,643 | -$5,244,271 | XLP, XLU, XLB, XLE, XLV | 13F-HR | 15 Aug 2016, 09:32 |
| Q1 2016 | 100 | $174,254,835 | +$78,283,375 | -$74,689,620 | +$3,593,755 | FXU, XLK, XLY, FXG, SHV | 13F-HR | 13 May 2016, 13:54 |
| Q4 2015 | 110 | $168,179,000 | +$101,674,108 | -$55,302,033 | +$46,372,075 | XLY, FXH, XLK, FXG, SOCL | 13F-HR | 08 Feb 2016, 15:12 |
| Q3 2015 | 49 | $119,405,000 | $0 | $0 | $0 | XLY, FXO, FXH, SHV, SPY | 13F-HR | 16 Nov 2015, 12:01 |