C
Cavalier Investments
Cavalier Investments is an institution, managing $247.6M across 64 long positions as of Q3 2025 with 54% ETF concentration and 53% concentrated in top 10 holdings.
- Portfolio Value
- $247.6M
- Positions
- 64
- Top Holding
- SPY at 9.71%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Cavalier Investments's portfolio (53.1% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $24.1M | 9.71% | +$12.5M Bought | — 37.2K shares | |
ETF ETF | $17.7M | 7.13% | +$13.9M Bought | — 163.3K shares | |
ETF ETF | $14.1M | 5.68% | -$826.6K Sold | — 48.4K shares | |
Software - Infrastructure Technology | $13.3M | 5.37% | -$4.5M Sold | 0.00% 27.7K shares | |
ETF ETF | $13.0M | 5.24% | +$10.8M Bought | — 59.9K shares | |
Internet Content & Information Communication Services | $11.5M | 4.65% | -$15.6M Sold | 0.00% 16.4K shares | |
Auto - Manufacturers Consumer Cyclical | $11.5M | 4.62% | +$8.1M Bought | 0.00% 36.3K shares | |
ETF ETF | $10.1M | 4.06% | -$6.8M Sold | — 19.1K shares | |
Banks - Diversified Financial Services | $8.7M | 3.53% | +$442.3K Bought | 0.00% 35.5K shares | |
Medical - Devices Healthcare | $7.7M | 3.12% | +$2.6M Bought | 0.01% 75.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Cavalier Investments's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+1,194.15% | |
+499.65% | |
+374.98% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Cavalier Investments
GthenA