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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Cavalier Investments, LLC

Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001655543-26-000001

Total Value
$1.95B
Positions
87
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (87)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY562,400$383.5M19.71%
2INVESCO QQQ TRIVZ504,200$309.7M15.92%
3SPDR S&P 500 ETF TRSPY350,000$238.7M12.26%
4INVESCO QQQ TRIVZ353,700$217.3M11.17%
5VANECK ETF TRUST92189F676270,000$97.2M5.00%
6ISHARES TR464287655300,000$73.8M3.79%
7SPDR S&P 500 ETF Tru stSPY70,859$48.3M2.48%
8JPMORGAN CHASE & CO.VYLD100,000$32.2M1.66%
9GE AEROSPACE369604301100,000$30.8M1.58%
10NVIDIA CORPORATIONNVDA150,000$28.0M1.44%
11LAM RESEARCH CORPLRCX150,000$25.7M1.32%
12GE AEROSPACE36960430175,000$23.1M1.19%
13General Electric Co36960430160,674$18.7M0.96%
14LAM RESEARCH CORPLRCX105,000$18.0M0.92%
15PALANTIR TECHNOLOGIES INCPLTR100,000$17.8M0.91%
16Invesco QQQ Trust Se ries 1IVZ28,733$17.7M0.91%
17SELECT SECTOR SPDR TR81369Y209110,000$17.0M0.87%
18Communication Servic es Select Sector SPD81369Y852125,490$14.8M0.76%
19Western Digital CorpWDC81,980$14.1M0.73%
20WESTERN DIGITAL CORPWDC80,000$13.8M0.71%
21TESLA INCTSLA30,000$13.5M0.69%
22VanEck Vectors Semic onductor ETF92189F67636,732$13.2M0.68%
23VISTRA CORPVST75,000$12.1M0.62%
24MICROSOFT CORPMSFT25,000$12.1M0.62%
25NVIDIA CorpNVDA63,979$11.9M0.61%
26JPMorgan Chase & CoVYLD36,648$11.8M0.61%
27Reddit IncRDDT51,230$11.8M0.61%
28SELECT SECTOR SPDR TR81369Y852100,000$11.8M0.60%
29REDDIT INCRDDT50,000$11.5M0.59%
30BOSTON SCIENTIFIC CORPBSX103,100$9.8M0.51%
31Vanguard Financials ETF92204A40573,154$9.8M0.50%
32ISHARES TR464287432107,636$9.4M0.48%
33Microsoft CorpMSFT19,160$9.3M0.48%
34IONQ INCIONQ-WT200,000$9.0M0.46%
35SPDR Gold SharesGLD21,880$8.7M0.45%
36SPDR NYSE Technology ETF78464A10230,754$8.5M0.44%
37Financial Select Sec tor SPDR Fund81369Y605151,059$8.3M0.43%
38Lam Research CorpLRCX45,459$7.8M0.40%
39Tesla IncTSLA16,082$7.2M0.37%
40ISHARES BITCOIN TRUST ETFIBIT144,000$7.1M0.37%
41Newmont Corp.NEMCL64,699$6.5M0.33%
42Vanguard FTSE Europe ETF92204287470,814$5.9M0.30%
43FT Vest Gold Strateg y Target Income ETF33733E856235,347$5.9M0.30%
44HOWMET AEROSPACE INCHWM27,841$5.7M0.29%
45Palantir Technologie s IncPLTR25,010$4.4M0.23%
46VanEck Vectors Gold Miners ETF92189F10646,441$4.0M0.20%
47State Street SPDR S&P Capital Markets78464A77126,328$3.9M0.20%
48SPDR Portfolio S&P 5 00 Growth ETF78464A40935,780$3.8M0.20%
49NOVO-NORDISK A SNONOF75,000$3.8M0.20%
50iShares Bitcoin Trus tIBIT72,190$3.6M0.18%
51ISHARES BITCOIN TRUST ETFIBIT72,000$3.6M0.18%
52State Street SPDR Aerospace & Defense78464A63113,804$3.3M0.17%
53MicroStrategy IncSTRK21,712$3.3M0.17%
54AT&T IncT-PC132,277$3.3M0.17%
55STRATEGY INCSTRK21,300$3.2M0.17%
56Technology Select Se ctor SPDR Fund81369Y80320,492$3.0M0.15%
57Cboe Global Markets Inc12503M10810,252$2.6M0.13%
58iShares Russell 2000 ETF4642876559,834$2.4M0.12%
59IES Holdings IncIESC5,964$2.3M0.12%
60Global X MSCI Argent ina ETF37950E25924,781$2.3M0.12%
61Consumer Discretiona ry Select Sector SPD81369Y40718,613$2.2M0.11%
62X-Links Crude Oil Sh ares Covered Call ETUSML42,254$2.0M0.10%
63iShares MSCI Poland ETF46429B60654,488$1.9M0.10%
64SPDR Portfolio S&P 4 00 Mid Cap ETF78464A84731,639$1.8M0.09%
65ISHARES MSCI AUSTRIA46428620250,000$1.8M0.09%
66Vistra Energy CorpVST8,257$1.3M0.07%
67Badger Meter IncBMI6,837$1.2M0.06%
68Eli Lilly & CoLLY966$1.0M0.05%
69META PLATFORMS INC.META1,427$941,9480.05%
70Apple IncAAPL3,399$924,0520.05%
71Archrock IncAROC34,760$904,4550.05%
72Amazon.com IncAMZN3,798$876,6540.05%
73IonQ IncIONQ-WT18,420$826,5050.04%
74iShares Silver TrustSLV11,846$763,1190.04%
75CONSTELLATION ENERGYCEG2,017$712,5460.04%
76Global X MSCI Colomb ia ETF37954Y32717,376$619,2810.03%
77Rigetti Computing In cRGTIW26,787$593,3320.03%
78YieldMax GOOGL Optio n Income Strategy ET88634T79037,788$551,7050.03%
79Novo Nordisk A/SNONOF10,049$511,2930.03%
80YieldMax AAPL Option Income Strategy ETF88634T85733,688$449,0610.02%
81Boston Scientific Co rpBSX4,528$431,7450.02%
82YieldMax MSFT Option Income Strategy ETF88634T42825,875$399,7690.02%
83YieldMax NVDA Option Income Strategy ETF88634T77426,918$393,2720.02%
84Yieldmax Amzn Option Income ETF88634T84028,735$381,6010.02%
85Yieldmax Meta Option Income Strategy ETF88634T81627,247$343,5850.02%
86STRATEGY INCSTRK2,000$303,9000.02%
87NRG Energy IncNRG1,767$281,3770.01%