Cavalier Investments, LLC filed its 13F report for Q4 2025 on February 13, 2026. The portfolio totaled 1.95 B reflecting a +59.59% change from the prior quarter, spanning 87 assets. Allocations were 16.4% Equities, 83.5% Options, and 0.0% Debt. The top 10 holdings comprised 53.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 13 complete exits.
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Cavalier Investments submitted their Form 13F-HR for the Q4 2025 period on 02/13/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Cavalier Investments reported a managed portfolio value of 1.95 B, consisting of 87 individual positions.
This page displays the raw filing documents. To see which stocks Cavalier Investments bought or sold during Q4 2025, please visit Cavalier Investments's Portfolio Analysis page.