13F Filings History of Cavalier Investments, LLC

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$244,956,545
Signature - Title
Brian MacKenzie - Chief Compliance Officer
Location
Alpharetta, GA
Summary
This page shows a list of all the recent 13F filings made by Cavalier Investments, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cavalier Investments, LLC reported 65 stock holdings with total value $244,956,545 as of Q3 2025. Top holdings included SPY, XLC, SMH, MSFT, and IWM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 65 $244,956,545 +$79,285,683 -$84,229,179 -$4,943,496 SPY, XLC, SMH, MSFT, IWM 13F-HR 13 Nov 2025, 18:03
Q2 2025 71 $329,993,066 +$89,949,534 -$104,267,990 -$14,318,456 HWM, META, AMZN, MSFT, QQQ 13F-HR 30 Jul 2025, 13:11
Q1 2025 75 $294,334,514 +$94,289,107 -$88,463,459 +$5,825,648 QQQ, HWM, AMZN, SMH, META 13F-HR 24 Apr 2025, 10:27
Q4 2024 74 $299,293,251 +$84,110,410 -$120,411,369 -$36,300,959 QQQ, AMZN, XLC, BSX, SPY 13F-HR 04 Feb 2025, 17:19
Q3 2024 84 $325,956,976 +$108,504,014 -$102,937,903 +$5,566,111 LLY, IWM, QQQ, AMZN, SPY 13F-HR 24 Oct 2024, 16:26
Q2 2024 79 $324,935,998 +$93,204,148 -$46,193,317 +$47,010,831 SMH, XLK, NVDA, QQQ, SMCI 13F-HR 02 Aug 2024, 08:55
Q1 2024 81 $273,978,714 +$44,094,109 -$74,302,892 -$30,208,783 SMH, QQQ, XLK, NVDA, SPY 13F-HR 26 Apr 2024, 10:54
Q4 2023 90 $271,578,905 +$26,750,529 -$38,040,423 -$11,289,894 QQQ, SMH, SPY, XLK, XLI 13F-HR 13 Feb 2024, 08:25
Q3 2023 92 $251,326,857 +$39,282,220 -$18,718,380 +$20,563,840 SPY, XLK, QQQ, SMH, XLE 13F-HR 23 Oct 2023, 10:24
Q2 2023 94 $274,659,074 +$139,492,723 -$14,697,321 +$124,795,402 SPY, XLK, SMH, TLT, EFA 13F-HR 11 Aug 2023, 10:17
Q1 2023 62 $244,602,345 +$45,296,107 -$28,946,129 +$16,349,978 XLF, DBA, SMH, XLK, XYLD 13F-HR 10 May 2023, 11:37
Q4 2022 98 $278,566,178 +$16,104,092 -$18,166,883 -$2,062,791 USHY, SPY, XLF, DBA, XYLD 13F-HR 10 Feb 2023, 11:52
Q3 2022 95 $272,486,277 +$60,298,811 -$30,603,391 +$29,695,420 USHY, SPY, XLF, DBA, QQQ 13F-HR 10 Nov 2022, 10:53
Q2 2022 97 $281,177,816 +$46,898,859 -$31,326,853 +$15,572,006 DBC, SPY, DBA, USHY, QQQ 13F-HR 04 Aug 2022, 10:02
Q1 2022 100 $376,229,316 +$48,883,222 -$18,139,899 +$30,743,323 DBC, SPY, DBA, XLK, XLF 13F-HR 04 May 2022, 15:31
Q4 2021 98 $379,771,352 +$96,062,594 -$8,102,961 +$87,959,633 SPY, XHB, SMH, XLK, DBC 13F-HR 02 Feb 2022, 10:18
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 +$88,262,337 -$53,550,448 +$34,711,889 XLF, DBC, DBA, XHB, SMH 13F-HR 11 Aug 2021, 14:44
Q1 2021 103 $229,916,000 +$48,965,416 -$45,503,880 +$3,461,536 IBUY, EFA, XLK, SMH, SKYY 13F-HR 13 May 2021, 09:50
Q4 2020 98 $212,318,448 +$107,060,797 -$41,753,291 +$65,307,506 USHY, GHYB, XLK, EFA, SKYY 13F-HR 12 Feb 2021, 08:10
Q3 2020 68 $146,476,642 +$25,108,049 -$55,551,095 -$30,443,046 QQQ, XLK, UVXYXXXX, IGV, SKYY 13F-HR 12 Nov 2020, 08:26
Q2 2020 69 $173,117,000 +$50,340,216 -$21,086,897 +$29,253,319 GHYB, QQQ, XLK, USMV, XLC 13F-HR 10 Aug 2020, 08:54
Q1 2020 111 $169,203,000 +$35,600,748 -$24,141,499 +$11,459,249 USMV, GHYB, XLC, XLK, IHI 13F-HR 06 May 2020, 13:43
Q4 2019 130 $230,935,000 +$71,542,187 -$31,206,003 +$40,336,184 GHYB, USMV, XLY, XLC, XLK 13F-HR 06 Feb 2020, 12:24
Q3 2019 114 $219,331,000 +$57,132,078 -$23,349,071 +$33,783,007 USMV, XLU, XLB, XLK, XLP 13F-HR 06 Nov 2019, 09:01
Q2 2019 111 $239,202,000 +$81,966,654 -$35,478,003 +$46,488,651 XLK, GHYB, XLI, XLY, AGG 13F-HR 31 Jul 2019, 09:29
Q1 2019 117 $243,247,000 +$85,533,142 -$72,815,136 +$12,718,006 XLK, XLI, XLB, XLE, XLY 13F-HR 03 May 2019, 09:29
Q4 2018 159 $310,181,000 +$130,052,354 -$40,932,891 +$89,119,463 XLK, XLRE, XLV, XLU, XLY 13F-HR 01 Feb 2019, 12:45
Q3 2018 156 $338,368,000 +$130,160,721 -$47,506,283 +$82,654,438 XLV, XLK, XLY, XLI, XLC 13F-HR 13 Nov 2018, 09:17
Q2 2018 146 $296,573,000 +$132,622,438 -$35,248,953 +$97,373,485 XLRE, XLC, XLK, XLV, XLF 13F-HR 03 Aug 2018, 11:36
Q1 2018 167 $283,230,000 +$124,388,586 -$14,770,641 +$109,617,945 XLK, XLV, XLI, XLF, XLY 13F-HR 10 May 2018, 16:44
Q4 2017 131 $250,470,000 +$83,558,628 -$10,634,584 +$72,924,044 XLK, XLP, XLV, XLRE, XLI 13F-HR 13 Feb 2018, 10:26
Q3 2017 142 $208,105,000 +$77,478,789 -$14,093,752 +$63,385,037 XLK, XLRE, XLI, XLB, XLU 13F-HR 02 Nov 2017, 11:18
Q2 2017 128 $167,196,000 +$5,029,981 -$2,196,386 +$2,833,595 XLK, XLRE, XLV, XLU, XLI 13F-HR 14 Aug 2017, 07:07
Q1 2017 148 $178,558,000 +$87,236,417 -$30,786,206 +$56,450,211 XLK, XLRE, XLF, XLV, XLU 13F-HR 15 May 2017, 10:03
Q4 2016 123 $155,292,000 +$61,158,667 -$7,312,385 +$53,846,282 XLF, XLE, XLK, XLB, XLY 13F-HR 03 Feb 2017, 13:48
Q3 2016 128 $164,586,000 +$60,310,680 -$29,799,607 +$30,511,073 XLE, XLK, XLI, XLFS, XLY 13F-HR 10 Nov 2016, 16:36
Q2 2016 116 $170,995,000 +$96,966,384 -$44,326,839 +$52,639,545 XLP, XLU, XLB, XLE, XLV 13F-HR 15 Aug 2016, 09:32
Q1 2016 100 $174,254,835 +$78,283,376 -$8,913,621 +$69,369,755 FXU, XLK, XLY, FXG, SHV 13F-HR 13 May 2016, 13:54
Q4 2015 110 $168,179,000 +$101,674,117 -$16,367,038 +$85,307,079 XLY, FXH, XLK, FXG, SOCL 13F-HR 08 Feb 2016, 14:12
Q3 2015 49 $119,405,000 $0 XLY, FXO, FXH, SHV, SPY 13F-HR 16 Nov 2015, 11:01