Cavalier Investments, LLC
Annual return '25
+15.0%
SPY '25
+17.7%
Alpha
-2.7ptsvs SPY
Invested
$3.7B
Holdings
74
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 87%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NDQ
Invesco QQQ Trust Series 1
Q2 2025: Sold 44.9% (57.9k → 31.9k shares)
41.6%
02
$SPY
SPDR S&P 500 ETF Trust
Q1 2026: New position (12.2k shares)
27.9%
03
$SMH
VanEck Vectors Semiconductor ETF
Q2 2025: Sold 12.5% (58.5k → 51.2k shares)
5.5%
04
$AMZN
AMAZON COM INC
Q1 2026: New position (31.6k shares)
2.8%
05
$GQ9
SPDR Gold Shares
Q4 2024: New position (1.7k shares)
2.6%
06
$JPM
JPMORGAN CHASE ORD
Q1 2026: New position (26.8k shares)
2.1%
07
$NVDA
NVIDIA Corp.
Q1 2026: New position (52.5k shares)
2.0%
08
$WDC
Western Digital Corporation
Held since at least Q1 2024
1.4%
09
$IWM
ISHARES RUSSELL 2000 ETF
Q2 2025: Sold 82.9% (58.5k → 10.0k shares)
1.4%
10
$USO
United States Oil Fund
Q1 2025: Exited (was 12.0k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.