account_balance
Investment manager · 13F filer · SEC CIK 1655543
Cavalier Investments, LLC
Reported value$272Mas of Jun 30, 2026
Positions40 9 new, 29 sold out
Top 10 weight65.0%XLK alone is 16%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
XLKSelect Sector SPDR Tr
16.2%New
NVDANVIDIA Corp
6.8%Added +113%
SPYSPDR S&P 500 ETF Trust
6.7%Trimmed −84%
VWOVanguard Intl Equity Index F
6.5%New
XLVSelect Sector SPDR Tr
6.3%Added +2210%
QQQInvesco QQQ Tr
5.5%Trimmed −80%
TLTiShares Tr
5.3%Added +28%
IGFiShares Tr
4.1%Added +749%
VTVVanguard Index FDS
3.8%Added +17%
MTUMiShares Tr
3.7%New
HWMHowmet Aerospace Inc.
3.3%−4%
XLISelect Sector SPDR Tr
2.9%
XLKSelect Sector SPDR Tr
16.2%New
NVDANVIDIA Corp
6.8%
SPYSPDR S&P 500 ETF Trust
6.7%−84%
VWOVanguard Intl Equity Index F
6.5%New
XLVSelect Sector SPDR Tr
6.3%+2210%
QQQInvesco QQQ Tr
5.5%
TLTiShares Tr
5.3%
IGFiShares Tr
4.1%
VTVVanguard Index FDS
3.8%
MTUM3.7%
HWM3.3%XLI2.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
XLK Select Sector SPDR Tr 16.2% New
NVDA NVIDIA Corp 6.8% Added +113%SPY SPDR S&P 500 ETF Trust 6.7% Trimmed −84%VWO Vanguard Intl Equity Index F 6.5% New
XLV Select Sector SPDR Tr 6.3% Added +2210%
QQQ Invesco QQQ Tr 5.5% Trimmed −80%
TLT iShares Tr 5.3% Added +28%
IGF iShares Tr 4.1% Added +749%
VTV Vanguard Index FDS 3.8% Added +17%
MTUM iShares Tr 3.7% New
HWM Howmet Aerospace Inc. 3.3% Trimmed −4%XLI Select Sector SPDR Tr 2.9% New
What changed
Biggest moves since Mar 31, 2026
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