Current Market Value 329,993,066
Current Holdings 71
Most Recent File Date 2025-07-30
Total Filings on Record 40
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Cavalier Investments, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-30 2025-06-30 13F-HR 71 329,993
2025-04-24 2025-03-31 13F-HR 75 294,335
2025-02-04 2024-12-31 13F-HR 74 299,293
2024-10-24 2024-09-30 13F-HR 84 325,957
2024-08-02 2024-06-30 13F-HR 79 324,936
2024-04-26 2024-03-31 13F-HR 81 273,979
2024-02-13 2023-12-31 13F-HR 90 271,579
2023-10-23 2023-09-30 13F-HR 93 255,522
2023-08-11 2023-06-30 13F-HR 94 274,659
2023-05-10 2023-03-31 13F-HR 62 244,602
2023-02-10 2022-12-31 13F-HR 98 278,566
2022-11-10 2022-09-30 13F-HR 95 276,759
2022-08-04 2022-06-30 13F-HR 97 285,989
2022-05-04 2022-03-31 13F-HR 100 382,539
2022-02-02 2021-12-31 13F-HR 99 385,118
2021-11-02 2021-09-30 13F-HR 98 316,672
2021-08-11 2021-06-30 13F-HR 94 277,272
2021-05-13 2021-03-31 13F-HR 103 229,916
2021-02-12 2020-12-31 13F-HR 98 218,760
2020-11-12 2020-09-30 13F-HR 68 147,118
2020-08-10 2020-06-30 13F-HR 69 173,117
2020-05-06 2020-03-31 13F-HR 111 169,203
2020-02-06 2019-12-31 13F-HR 130 230,935
2019-11-06 2019-09-30 13F-HR 115 231,767
2019-07-31 2019-06-30 13F-HR 111 239,202
2019-05-03 2019-03-31 13F-HR 117 243,247
2019-02-01 2018-12-31 13F-HR 159 310,181
2018-11-13 2018-09-30 13F-HR 157 343,895
2018-08-03 2018-06-30 13F-HR 146 296,573
2018-05-10 2018-03-31 13F-HR 167 283,230
2018-02-13 2017-12-31 13F-HR 131 250,470
2017-11-02 2017-09-30 13F-HR 142 208,105
2017-08-14 2017-06-30 13F-HR 145 179,685
2017-05-15 2017-03-31 13F-HR 148 178,558
2017-02-03 2016-12-31 13F-HR 123 155,292
2016-11-10 2016-09-30 13F-HR 128 164,586
2016-08-15 2016-06-30 13F-HR 116 170,995
2016-05-13 2016-03-31 13F-HR 100 174,255
2016-02-08 2015-12-31 13F-HR 110 168,179
2015-11-16 2015-09-30 13F-HR 49 119,405