Cavalier Investments, LLC Diversified Active

Location: Alpharetta, GA

CIK: 0001655543 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $1.946B (100.0% shares, 0.0% debt)

Holdings (87)

SPY SPDR S&P 500 ETF TR 19.7%
Value $384M Shares 562,400 Est. Cost $612.54 Unrealized
QQQ INVESCO QQQ TR 15.9%
Value $310M Shares 504,200 Est. Cost $506.66 Unrealized
SPY SPDR S&P 500 ETF TR 12.3%
Value $239M Shares 350,000 Est. Cost $612.54 Unrealized
QQQ INVESCO QQQ TR 11.2%
Value $217M Shares 353,700 Est. Cost $506.66 Unrealized
SMH VANECK ETF TRUST 5.0%
Value $97.24M Shares 270,000 Est. Cost $203.47 Unrealized
IWM ISHARES TR 3.8%
Value $73.85M Shares 300,000 Est. Cost $214.79 Unrealized
SPY SPDR S&P 500 ETF Tru st 2.5%
Value $48.32M Shares 70,859 Est. Cost $612.54 Unrealized
JPM JPMORGAN CHASE & CO. 1.7%
Value $32.22M Shares 100,000 Est. Cost $242.74 Unrealized +27.5%
GE GE AEROSPACE 1.6%
Value $30.8M Shares 100,000 Est. Cost $284.25 Unrealized +5.8%
NVDA NVIDIA CORPORATION 1.4%
Value $27.98M Shares 150,000 Est. Cost $186.13 Unrealized 0.0%
LRCX LAM RESEARCH CORP 1.3%
Value $25.68M Shares 150,000 Est. Cost $155.36 Unrealized 0.0%
GE GE AEROSPACE 1.2%
Value $23.1M Shares 75,000 Est. Cost $284.25 Unrealized +5.8%
GE General Electric Co 1.0%
Value $18.69M Shares 60,674 Est. Cost $284.25 Unrealized +5.8%
LRCX LAM RESEARCH CORP 0.9%
Value $17.97M Shares 105,000 Est. Cost $155.36 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.9%
Value $17.77M Shares 100,000 Est. Cost $90.13 Unrealized +100.8%
QQQ Invesco QQQ Trust Se ries 1 0.9%
Value $17.65M Shares 28,733 Est. Cost $506.66 Unrealized
XLV SELECT SECTOR SPDR TR 0.9%
Value $17.03M Shares 110,000 Est. Cost Unrealized
XLC Communication Servic es Select Sector SPD 0.8%
Value $14.77M Shares 125,490 Est. Cost $104.52 Unrealized
WDC Western Digital Corp 0.7%
Value $14.12M Shares 81,980 Est. Cost $151.55 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 0.7%
Value $13.78M Shares 80,000 Est. Cost $151.55 Unrealized 0.0%
TSLA TESLA INC 0.7%
Value $13.49M Shares 30,000 Est. Cost $333.63 Unrealized +32.9%
SMH VanEck Vectors Semic onductor ETF 0.7%
Value $13.23M Shares 36,732 Est. Cost $203.47 Unrealized
VST VISTRA CORP 0.6%
Value $12.1M Shares 75,000 Est. Cost $161.97 Unrealized +12.3%
MSFT MICROSOFT CORP 0.6%
Value $12.09M Shares 25,000 Est. Cost $391.46 Unrealized +27.9%
NVDA NVIDIA Corp 0.6%
Value $11.93M Shares 63,979 Est. Cost $186.13 Unrealized 0.0%
JPM JPMorgan Chase & Co 0.6%
Value $11.81M Shares 36,648 Est. Cost $242.74 Unrealized +27.5%
RDDT Reddit Inc 0.6%
Value $11.78M Shares 51,230 Est. Cost $210.30 Unrealized 0.0%
XLC SELECT SECTOR SPDR TR 0.6%
Value $11.77M Shares 100,000 Est. Cost $104.52 Unrealized
RDDT REDDIT INC 0.6%
Value $11.49M Shares 50,000 Est. Cost $210.30 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value $9.831M Shares 103,100 Est. Cost $84.38 Unrealized +16.2%
VFH Vanguard Financials ETF 0.5%
Value $9.765M Shares 73,154 Est. Cost $94.69 Unrealized
TLT ISHARES TR 0.5%
Value $9.382M Shares 107,636 Est. Cost $90.57 Unrealized
MSFT Microsoft Corp 0.5%
Value $9.266M Shares 19,160 Est. Cost $391.46 Unrealized +27.9%
IONQ IONQ INC 0.5%
Value $8.974M Shares 200,000 Est. Cost $56.04 Unrealized 0.0%
GLD SPDR Gold Shares 0.4%
Value $8.671M Shares 21,880 Est. Cost $379.21 Unrealized
XNTK SPDR NYSE Technology ETF 0.4%
Value $8.546M Shares 30,754 Est. Cost $246.95 Unrealized
XLF Financial Select Sec tor SPDR Fund 0.4%
Value $8.274M Shares 151,059 Est. Cost $45.22 Unrealized
LRCX Lam Research Corp 0.4%
Value $7.782M Shares 45,459 Est. Cost $155.36 Unrealized 0.0%
TSLA Tesla Inc 0.4%
Value $7.232M Shares 16,082 Est. Cost $333.63 Unrealized +32.9%
IBIT ISHARES BITCOIN TRUST ETF 0.4%
Value $7.15M Shares 144,000 Est. Cost $60.07 Unrealized
NEM Newmont Corp. 0.3%
Value $6.46M Shares 64,699 Est. Cost $90.20 Unrealized 0.0%
VGK Vanguard FTSE Europe ETF 0.3%
Value $5.921M Shares 70,814 Est. Cost $77.62 Unrealized
IGLD FT Vest Gold Strateg y Target Income ETF 0.3%
Value $5.886M Shares 235,347 Est. Cost $23.94 Unrealized
HWM HOWMET AEROSPACE INC 0.3%
Value $5.708M Shares 27,841 Est. Cost $123.95 Unrealized +60.6%
PLTR Palantir Technologie s Inc 0.2%
Value $4.446M Shares 25,010 Est. Cost $90.13 Unrealized +100.8%
GDX VanEck Vectors Gold Miners ETF 0.2%
Value $3.983M Shares 46,441 Est. Cost $63.87 Unrealized
KCE State Street SPDR S&P Capital Markets 0.2%
Value $3.947M Shares 26,328 Est. Cost $86.93 Unrealized
SPYG SPDR Portfolio S&P 5 00 Growth ETF 0.2%
Value $3.818M Shares 35,780 Est. Cost $95.32 Unrealized
NVO NOVO-NORDISK A S 0.2%
Value $3.816M Shares 75,000 Est. Cost $88.72 Unrealized
IBIT iShares Bitcoin Trus t 0.2%
Value $3.584M Shares 72,190 Est. Cost $60.07 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value $3.575M Shares 72,000 Est. Cost $60.07 Unrealized
XAR State Street SPDR Aerospace & Defense 0.2%
Value $3.33M Shares 13,804 Est. Cost $93.14 Unrealized
MSTR MicroStrategy Inc 0.2%
Value $3.299M Shares 21,712 Est. Cost $305.61 Unrealized -24.7%
T AT&T Inc 0.2%
Value $3.286M Shares 132,277 Est. Cost $14.96 Unrealized +69.1%
MSTR STRATEGY INC 0.2%
Value $3.237M Shares 21,300 Est. Cost $305.61 Unrealized -24.7%
XLK Technology Select Se ctor SPDR Fund 0.2%
Value $2.95M Shares 20,492 Est. Cost $155.86 Unrealized
CBOE Cboe Global Markets Inc 0.1%
Value $2.573M Shares 10,252 Est. Cost $151.37 Unrealized +64.3%
IWM iShares Russell 2000 ETF 0.1%
Value $2.421M Shares 9,834 Est. Cost $214.79 Unrealized
IESC IES Holdings Inc 0.1%
Value $2.32M Shares 5,964 Est. Cost $178.29 Unrealized +125.4%
ARGT Global X MSCI Argent ina ETF 0.1%
Value $2.265M Shares 24,781 Est. Cost $50.50 Unrealized
XLY Consumer Discretiona ry Select Sector SPD 0.1%
Value $2.223M Shares 18,613 Est. Cost $172.40 Unrealized
USOI X-Links Crude Oil Sh ares Covered Call ET 0.1%
Value $2M Shares 42,254 Est. Cost $47.33 Unrealized
EPOL iShares MSCI Poland ETF 0.1%
Value $1.917M Shares 54,488 Est. Cost $32.21 Unrealized
SPMD SPDR Portfolio S&P 4 00 Mid Cap ETF 0.1%
Value $1.832M Shares 31,639 Est. Cost $45.89 Unrealized
EWO ISHARES MSCI AUSTRIA 0.1%
Value $1.774M Shares 50,000 Est. Cost $29.40 Unrealized
VST Vistra Energy Corp 0.1%
Value $1.332M Shares 8,257 Est. Cost $161.97 Unrealized +12.3%
BMI Badger Meter Inc 0.1%
Value $1.192M Shares 6,837 Est. Cost $147.13 Unrealized +22.2%
LLY Eli Lilly & Co 0.1%
Value $1.038M Shares 966 Est. Cost $813.65 Unrealized +17.4%
META META PLATFORMS INC. 0.0%
Value $942K Shares 1,427 Est. Cost $620.64 Unrealized +7.5%
AAPL Apple Inc 0.0%
Value $924K Shares 3,399 Est. Cost $190.89 Unrealized +40.6%
AROC Archrock Inc 0.0%
Value $904K Shares 34,760 Est. Cost $19.73 Unrealized +24.8%
AMZN Amazon.com Inc 0.0%
Value $877K Shares 3,798 Est. Cost $187.27 Unrealized +22.2%
IONQ IonQ Inc 0.0%
Value $827K Shares 18,420 Est. Cost $56.04 Unrealized 0.0%
SLV iShares Silver Trust 0.0%
Value $763K Shares 11,846 Est. Cost $22.81 Unrealized
CEG CONSTELLATION ENERGY 0.0%
Value $713K Shares 2,017 Est. Cost $236.58 Unrealized +53.5%
COLO Global X MSCI Colomb ia ETF 0.0%
Value $619K Shares 17,376 Est. Cost $29.08 Unrealized
RGTI Rigetti Computing In c 0.0%
Value $593K Shares 26,787 Est. Cost $11.20 Unrealized +191.0%
GOOY YieldMax GOOGL Optio n Income Strategy ET 0.0%
Value $552K Shares 37,788 Est. Cost $13.74 Unrealized
NVO Novo Nordisk A/S 0.0%
Value $511K Shares 10,049 Est. Cost $88.72 Unrealized
APLY YieldMax AAPL Option Income Strategy ETF 0.0%
Value $449K Shares 33,688 Est. Cost $15.29 Unrealized
BSX Boston Scientific Co rp 0.0%
Value $432K Shares 4,528 Est. Cost $84.38 Unrealized +16.2%
MSFO YieldMax MSFT Option Income Strategy ETF 0.0%
Value $400K Shares 25,875 Est. Cost $16.77 Unrealized
NVDY YieldMax NVDA Option Income Strategy ETF 0.0%
Value $393K Shares 26,918 Est. Cost $17.73 Unrealized
AMZY Yieldmax Amzn Option Income ETF 0.0%
Value $382K Shares 28,735 Est. Cost $15.90 Unrealized
FBY Yieldmax Meta Option Income Strategy ETF 0.0%
Value $344K Shares 27,247 Est. Cost $16.28 Unrealized
MSTR STRATEGY INC 0.0%
Value $304K Shares 2,000 Est. Cost $305.61 Unrealized -24.7%
NRG NRG Energy Inc 0.0%
Value $281K Shares 1,767 Est. Cost $165.30 Unrealized 0.0%