Cavalier Investments, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 2, 2024), Cavalier Investments, LLC reported 79 stock positions worth $324.9 million. Its top holding was Vaneck Semiconductor ETF (SMH) at 10.8% of the portfolio, followed by SS Technology Select Sector (XLK, 9.4%) and Nvidia (NVDA, 8.7%). Compared with Q1 2024, it opened 5 new positions, sold out of 7, added to 56 and reduced 10. The biggest buy was Super Micro Computer (SMCI, shares +2344%) and the biggest sale Booking (BKNG, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- ALPHARETTA, GA
- CIK
- 0001655543
- Portfolio Value
- $324.9M (Q2 2024)
- SEC Filing
- 0001214659-24-013608 ↗ filed Aug 2, 2024
Holdings Value
Holdings 79 stocks · $324.9M
| SMH Vaneck Semiconductor ETF | 10.77% | 134,257 | $35.0M | Reduce -12.4% |
| XLK SS Technology Select Sector | 9.39% | 134,817 | $30.5M | Add +39.7% |
| NVDA Nvidia Corp. | 8.70% | 228,719 | $28.3M | Add +50.1% |
| QQQ Invesco QQQ Trust Series 1 | 7.95% | 53,923 | $25.8M | Add +2.3% |
| SMCI Super Micro Computer Inc. | 6.21% | 24,636 | $20.2M | Add +2344.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.17% | 24,879 | $13.5M | Add +5.3% |
| LLY Eli Lilly & Co. | 2.92% | 10,466 | $9.5M | Add +99.7% |
| CEG Constellation Energy | 2.51% | 40,680 | $8.1M | Add +303.6% |
| VFH Vanguard Financials ETF | 1.90% | 61,826 | $6.2M | Add +3.0% |
| RSPT Invesco S&P 500 Equal Weight | 1.72% | 152,430 | $5.6M | No change |
| XLE SS Energy Select Sector | 1.65% | 58,642 | $5.3M | Reduce -39.1% |
| BSX Boston Scientific Corp. | 1.60% | 67,356 | $5.2M | Add +3.1% |
| MSFT Microsoft Corp. | 1.54% | 11,169 | $5.0M | Add +2.8% |
| HWM Howmet Aerospace Inc. | 1.47% | 61,495 | $4.8M | Reduce -20.5% |
| TLT iShares 20+ Year Treasury BD | 1.39% | 49,352 | $4.5M | Add +25.4% |
| AAPL Apple Inc. | 1.38% | 21,234 | $4.5M | Add +3.0% |
| VRT Vertiv Holdings Co. Class A | 1.35% | 50,494 | $4.4M | New |
| TSLA Tesla Inc. | 1.22% | 20,000 | $4.0M | New |
| CRM Salesforce Inc. | 1.22% | 15,381 | $4.0M | Add +2.9% |
| AMZN Amazon.com Inc. | 1.21% | 20,266 | $3.9M | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.02% | 41,168 | $3.3M | Add +17.1% |
| PGR Progressive Corp. | 0.99% | 15,535 | $3.2M | Add +54.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.99% | 6,883 | $3.2M | Add +2.8% |
| GE General Electric filed as GE AEROSPACE | 0.99% | 20,266 | $3.2M | New |
| DECK Deckers Outdoor Corp. | 0.99% | 3,325 | $3.2M | Add +48.8% |
| VRSK Verisk Analytics Inc. | 0.98% | 11,803 | $3.2M | Add +3.0% |
| META Meta Platforms Inc. Class A | 0.94% | 6,072 | $3.1M | Add +107.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.93% | 21,089 | $3.0M | Add +95.7% |
| KCE SS SPDR S&P Cap MKTS ETF | 0.89% | 26,328 | $2.9M | No change |
| AMD Advanced Micro Devices | 0.88% | 17,581 | $2.9M | Reduce -44.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.87% | 55,052 | $2.8M | No change |
| AVGO Broadcom Inc. | 0.83% | 1,682 | $2.7M | Reduce -59.4% |
| APPF Appfolio Inc. Class A | 0.81% | 10,789 | $2.6M | Add +3.0% |
| CPRT Copart Inc. | 0.78% | 46,660 | $2.5M | Reduce -44.9% |
| REGN Regeneron Pharmaceuticals | 0.77% | 2,381 | $2.5M | Reduce -50.0% |
| XLC SS Comm Select Sector SPDR | 0.73% | 27,634 | $2.4M | Add +17.1% |
| TDG Transdigm Group Inc. | 0.72% | 1,837 | $2.3M | Add +1.7% |
| SNPS Synopsys Inc. | 0.71% | 3,873 | $2.3M | Add +2.5% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.70% | 2,519 | $2.3M | Add +2.5% |
| BMI Badger Meter Inc. | 0.69% | 12,112 | $2.3M | Add +2.9% |
| FICO Fair Isaac Corp. | 0.69% | 1,513 | $2.3M | Reduce -72.0% |
| ETN Eaton Corp. PLC | 0.69% | 7,156 | $2.2M | New |
| T AT&T Inc. | 0.66% | 111,696 | $2.1M | Add +3.0% |
| XAR SS SPDR S&P Aerospace Def | 0.59% | 13,804 | $1.9M | No change |
| SPSC SPS Commerce Inc. | 0.58% | 10,052 | $1.9M | Add +2.9% |
| MMS Maximus Inc. | 0.56% | 21,412 | $1.8M | Add +3.0% |
| IWM iShares Russell 2000 ETF | 0.56% | 8,946 | $1.8M | No change |
| ACLS Axcelis Technologies Inc. | 0.49% | 11,137 | $1.6M | Add +2.9% |
| XLF SS Financial Select Sector | 0.48% | 38,209 | $1.6M | Add +3.1% |
| CDNS Cadence Design SYS Inc. | 0.48% | 5,047 | $1.6M | Add +2.5% |
| CBOE Cboe Global Markets Inc. | 0.46% | 8,716 | $1.5M | Add +2.9% |
| ELF Elf Beauty Inc. | 0.38% | 5,808 | $1.2M | Reduce -46.5% |
| IR Ingersoll-Rand Inc. | 0.37% | 13,230 | $1.2M | Add +2.9% |
| ARGT Global X MSCI Argentina ETF | 0.37% | 20,941 | $1.2M | Add +3.0% |
| BKNG Booking Holdings Inc. | 0.36% | 296 | $1.2M | Reduce -83.2% |
| AMP Ameriprise Financial Inc. | 0.33% | 2,479 | $1.1M | Add +2.6% |
| MOG.A Moog Inc. Class A | 0.29% | 5,595 | $936K | Add +2.9% |
| USO United States Oil Fund LP | 0.29% | 11,664 | $928K | No change |
| AI C3.AI Inc. Class A | 0.29% | 32,006 | $927K | Add +3.1% |
| RJF Raymond James Financial Inc. | 0.28% | 7,332 | $906K | Add +3.0% |
| JPM JPMorgan Chase & Co. | 0.26% | 4,230 | $856K | Add +3.0% |
| FSS Federal Signal Corp. | 0.25% | 9,757 | $816K | Add +2.9% |
| ECL Ecolab Inc. | 0.25% | 3,373 | $803K | Add +2.8% |
| TYL Tyler Technologies Inc. | 0.23% | 1,463 | $736K | Add +2.2% |
| TPH Tri Pointe Homes Inc. | 0.22% | 19,102 | $712K | Add +3.0% |
| SWKS Skyworks Solutions Inc. | 0.21% | 6,542 | $697K | Add +2.9% |
| SCHW Schwab (charles) Corp. | 0.21% | 9,202 | $678K | Add +2.8% |
| HUBB Hubbell Inc. | 0.20% | 1,779 | $650K | Add +1.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 16,284 | $648K | Add +2.9% |
| GRBK Green Brick Partners Inc. | 0.19% | 10,915 | $625K | Add +2.9% |
| TEX Terex Corp. | 0.18% | 10,609 | $582K | Add +3.0% |
| WINA Winmark Corp. | 0.18% | 1,625 | $573K | Add +1.9% |
| WCC Wesco International Inc. | 0.17% | 3,499 | $555K | Add +2.7% |
| MANH Manhattan Associates Inc. | 0.16% | 2,133 | $526K | Add +3.0% |
| GLD SPDR Gold Shares | 0.13% | 1,966 | $423K | No change |
| SLV iShares Silver Trust | 0.12% | 14,064 | $374K | No change |
| PWR Quanta Services Inc. | 0.10% | 1,231 | $313K | Add +2.6% |
| XLI SS Industrial Select Sector | 0.08% | 2,192 | $267K | Add +2.9% |
| SAGE Sage Therapeutics Inc. | 0.04% | 11,147 | $121K | Add +2.9% |
Portfolio Sells Q1 2024 → Q2 2024
| BKNG Booking Holdings Inc. | Reduce -83.2% | 0.36% | −1.98 |
| SMH Vaneck Semiconductor ETF | Reduce -12.4% | 10.77% | −1.81 |
| FICO Fair Isaac Corp. | Reduce -72.0% | 0.69% | −1.78 |
| XLE SS Energy Select Sector | Reduce -39.1% | 1.65% | −1.67 |
| AMD Advanced Micro Devices | Reduce -44.9% | 0.88% | −1.23 |
| LW Lamb Weston Holdings Inc. | Sold out | 0.00% | −1.19 |
| AVGO Broadcom Inc. | Reduce -59.4% | 0.83% | −1.17 |
| INTC Intel Corp. | Sold out | 0.00% | −1.10 |
| CPRT Copart Inc. | Reduce -44.9% | 0.78% | −1.01 |
| REGN Regeneron Pharmaceuticals | Reduce -50.0% | 0.77% | −0.90 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.79 |
| WST West Pharmaceutical Services | Sold out | 0.00% | −0.63 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.46 |
| HWM Howmet Aerospace Inc. | Reduce -20.5% | 1.47% | −0.46 |
| ELF Elf Beauty Inc. | Reduce -46.5% | 0.38% | −0.40 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.31 |
| PRI Primerica Inc. | Sold out | 0.00% | −0.28 |
Portfolio Buys Q1 2024 → Q2 2024
| SMCI Super Micro Computer Inc. | Add +2344.1% | 6.21% | +5.84 |
| NVDA Nvidia Corp. | Add +50.1% | 8.70% | +3.67 |
| XLK SS Technology Select Sector | Add +39.7% | 9.39% | +2.05 |
| CEG Constellation Energy | Add +303.6% | 2.51% | +1.83 |
| LLY Eli Lilly & Co. | Add +99.7% | 2.92% | +1.43 |
| VRT Vertiv Holdings Co. Class A | New | 1.35% | +1.35 |
| TSLA Tesla Inc. | New | 1.22% | +1.22 |
| AMZN Amazon.com Inc. | New | 1.21% | +1.21 |
| GE General Electric | New | 0.99% | +0.99 |
| ETN Eaton Corp. PLC | New | 0.69% | +0.69 |
| META Meta Platforms Inc. Class A | Add +107.7% | 0.94% | +0.42 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +95.7% | 0.93% | +0.42 |
| PGR Progressive Corp. | Add +54.1% | 0.99% | +0.23 |
| DECK Deckers Outdoor Corp. | Add +48.8% | 0.99% | +0.22 |
| AAPL Apple Inc. | Add +3.0% | 1.38% | +0.09 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +17.1% | 1.02% | +0.08 |
| ACLS Axcelis Technologies Inc. | Add +2.9% | 0.49% | +0.05 |
| TLT iShares 20+ Year Treasury BD | Add +25.4% | 1.39% | +0.03 |
| XLC SS Comm Select Sector SPDR | Add +17.1% | 0.73% | +0.03 |
| TYL Tyler Technologies Inc. | Add +2.2% | 0.23% | +0.00 |
| BMI Badger Meter Inc. | Add +2.9% | 0.69% | −0.00 |
| VRSK Verisk Analytics Inc. | Add +3.0% | 0.98% | −0.01 |
| XLI SS Industrial Select Sector | Add +2.9% | 0.08% | −0.02 |
| PWR Quanta Services Inc. | Add +2.6% | 0.10% | −0.02 |
| BAC Bank of America Corp. | Add +2.9% | 0.20% | −0.02 |
| AI C3.AI Inc. Class A | Add +3.1% | 0.29% | −0.02 |
| MANH Manhattan Associates Inc. | Add +3.0% | 0.16% | −0.03 |
| SCHW Schwab (charles) Corp. | Add +2.8% | 0.21% | −0.03 |
| MOG.A Moog Inc. Class A | Add +2.9% | 0.29% | −0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Add +2.8% | 0.99% | −0.03 |
| ECL Ecolab Inc. | Add +2.8% | 0.25% | −0.03 |
| ARGT Global X MSCI Argentina ETF | Add +3.0% | 0.37% | −0.03 |
| WINA Winmark Corp. | Add +1.9% | 0.18% | −0.03 |
| SWKS Skyworks Solutions Inc. | Add +2.9% | 0.21% | −0.04 |
| JPM JPMorgan Chase & Co. | Add +3.0% | 0.26% | −0.04 |
| SAGE Sage Therapeutics Inc. | Add +2.9% | 0.04% | −0.04 |
| BSX Boston Scientific Corp. | Add +3.1% | 1.60% | −0.04 |
| GRBK Green Brick Partners Inc. | Add +2.9% | 0.19% | −0.04 |
| T AT&T Inc. | Add +3.0% | 0.66% | −0.04 |
| WCC Wesco International Inc. | Add +2.7% | 0.17% | −0.04 |
| FSS Federal Signal Corp. | Add +2.9% | 0.25% | −0.04 |
| TPH Tri Pointe Homes Inc. | Add +3.0% | 0.22% | −0.04 |
| RJF Raymond James Financial Inc. | Add +3.0% | 0.28% | −0.05 |
| AMP Ameriprise Financial Inc. | Add +2.6% | 0.33% | −0.06 |
| TEX Terex Corp. | Add +3.0% | 0.18% | −0.06 |
| HUBB Hubbell Inc. | Add +1.8% | 0.20% | −0.06 |
| MMS Maximus Inc. | Add +3.0% | 0.56% | −0.07 |
| IR Ingersoll-Rand Inc. | Add +2.9% | 0.37% | −0.08 |
| SPSC SPS Commerce Inc. | Add +2.9% | 0.58% | −0.08 |
| SNPS Synopsys Inc. | Add +2.5% | 0.71% | −0.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 40 | $271.7M | XLK, NVDA, SPY, VWO, XLV |
| Q1 2026 | 60 | $388.2M | SPY, QQQ, USO, KLAC, SMH |
| Q4 2025 | 60 | $321.6M | SPY, GE, QQQ, XLC, WDC |
| Q3 2025 | 65 | $248.1M | SPY, XLC, SMH, MSFT, IWM |
| Q2 2025 | 71 | $330.0M | HWM, META, AMZN, MSFT, QQQ |
| Q1 2025 | 75 | $294.3M | QQQ, HWM, AMZN, SMH, META |
| Q4 2024 | 74 | $299.3M | QQQ, AMZN, XLC, BSX, SPY |
| Q3 2024 | 84 | $326.0M | LLY, IWM, QQQ, AMZN, SPY |
| Q2 2024 | 79 | $324.9M | SMH, XLK, NVDA, QQQ, SMCI |
| Q1 2024 | 81 | $274.0M | SMH, QQQ, XLK, NVDA, SPY |