Cavalier Investments, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CI Cavalier Investments, LLC | Institutional Filer | ▲ 83.74% | $3.54B | 60 |
Current Portfolio Holdings
Showing all 60 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Trust | — | 2.7M | $1.53B | 43.20% |
| 2 | SPY | SPDR S&P 500 ETF Trust | — | 1.6M | $1.03B | 28.95% |
| 3 | SMH | VanEck Vectors Semiconductor ETF | — | 526K | $201.7M | 5.69% |
| 4 | GLD | SPDR Gold Shares | — | 226K | $97.3M | 2.75% |
| 5 | JPM | JPMorgan Chase & Co. | Financial Services | 258K | $76.0M | 2.14% |
| 6 | NVDA | NVIDIA Corporation | Technology | 423K | $73.8M | 2.08% |
| 7 | WDC | Western Digital Corporation | Technology | 197K | $53.2M | 1.50% |
| 8 | IWM | iShares Russell 2000 ETF | — | 203K | $50.4M | 1.42% |
| 9 | USO | United States Oil Fund | — | 370K | $47.1M | 1.33% |
| 10 | IBIT | iShares Bitcoin Trus | — | 866K | $33.3M | 0.94% |
| 11 | XLC | Communication Services Select Sector SPDR Fund | — | 296K | $32.8M | 0.92% |
| 12 | KLAC | KLA Corporation | Technology | 20K | $29.0M | 0.82% |
| 13 | LRCX | Lam Research Corporation | Technology | 133K | $28.4M | 0.80% |
| 14 | SLV | iShares Silver Trust | — | 373K | $25.4M | 0.72% |
| 15 | XLB | Materials Select Sector SPDR Fund | — | 416K | $20.8M | 0.59% |
Showing 1 to 15 of 60 holdings