Cavalier-Investments

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "RJF",
  "MDGL",
  "MOG-A",
  "T",
  "AROC",
  "AVGO",
  "BSX",
  "CRS",
  null,
  null,
  "HWM",
  "BKNG",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  "BMI",
  "MSFT",
  "FSS",
  "FICO",
  "GE",
  null,
  "AMP",
  "ANET",
  null,
  "PGR",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "PLTR",
  "MSTR",
  null,
  "GLD",
  null,
  null,
  "TDG",
  "TYL",
  null,
  "TRGP",
  null,
  "VRTX",
  "VRSK",
  "ANF",
  "AMD",
  "DECK",
  "IESC",
  "NVO",
  "AMZN",
  null,
  "VFH",
  "VST",
  "WINA",
  "ZETA",
  "CRM",
  "SWKS",
  null,
  null,
  "FTDR",
  "SPYV",
  "GWW",
  "NRG",
  "CBOE",
  "COMM",
  "CEG",
  "CPRT",
  "QQQ",
  "IWM",
  "LLY",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 75
Total Value: 294334514
Accession Number: 0001214659-25-006303
Form Type: 13F-HR
CIK: cavalier-investments
Manager Name: Cavalier-Investments

Data Enrichment

75% identified

56 identified19 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

75 positions • $294.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 4

Sort by:

NVIDIA CORP

NVDA|67066G104

Shares:17.7K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$294.3M)

NRG ENERGY, INC.

NRG|629377508

Shares:19.9K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$294.3M)

37950E259

Shares:23.2K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$294.3M)

Vistra Corp.

VST|92840M102

Shares:14.9K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$294.3M)

NOVO NORDISK A S

NVO|670100205

Shares:23.4K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$294.3M)

46438F101

Shares:33.0K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$294.3M)

Booking Holdings Inc.

BKNG|09857L108

Shares:296

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$294.3M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:2.7K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$294.3M)

MADRIGAL PHARMACEUTICALS, INC.

MDGL|558868105

Shares:3.8K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$294.3M)

W.W. GRAINGER, INC.

GWW|384802104

Shares:1.3K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$294.3M)

Targa Resources Corp.

TRGP|87612G101

Shares:6.2K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$294.3M)

Frontdoor, Inc.

FTDR|35905A109

Shares:30.7K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$294.3M)

Arista Networks, Inc.

ANET|040413205

Shares:14.9K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$294.3M)

RAYMOND JAMES FINANCIAL INC

RJF|754730109

Shares:8.1K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$294.3M)

MOOG INC.

MOG-A|615394202

Shares:6.2K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$294.3M)

CommScope Holding Company, Inc.

COMM|20337X109

Shares:199.0K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$294.3M)

ECOLAB INC.

ECL|278865100

Shares:3.7K

Value:$942.6K

% of Portfolio:0.3% ($942.6K/$294.3M)

IES Holdings, Inc.

IESC|44951W106

Shares:5.7K

Value:$933.9K

% of Portfolio:0.3% ($933.9K/$294.3M)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:1.6K

Value:$917.4K

% of Portfolio:0.3% ($917.4K/$294.3M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:8.6K

Value:$879.0K

% of Portfolio:0.3% ($879.0K/$294.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	17.7K	QoQ +393.68% (+14.1K) YoY +15.99% (-2.4K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$294.3M)	QoQ +298.43% (+$1.4M) YoY -86.08% (-$11.9M)
NRG ENERGY, INC.(NRGcusip629377508)	19.9K	QoQ NEW(+19.9K) YoY NEW(+19.9K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$294.3M)	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
(cusip37950E259)✕	23.2K	QoQ -0.17% (-40) YoY +14.36% (+2.9K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$294.3M)	QoQ -2.46% (-$47.5K) YoY +71.73% (+$784.1K)
Vistra Corp.(VSTcusip92840M102)	14.9K	QoQ NEW(+14.9K) YoY NEW(+14.9K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$294.3M)	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
NOVO NORDISK A S(NVOcusip670100205)	23.4K	QoQ -0.17% (-40) YoY +116.98% (+12.6K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$294.3M)	QoQ -19.41% (-$391.2K) YoY +17.34% (+$240.1K)
(cusip46438F101)✕	33.0K	QoQ NEW(+33.0K) YoY NEW(+33.0K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$294.3M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
Booking Holdings Inc.(BKNGcusip09857L108)	296	QoQ 0.00% (-0) YoY -83.22% (-1.5K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$294.3M)	QoQ -7.27% (-$107.0K) YoY -78.70% (-$5.0M)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	2.7K	QoQ -0.14% (-4) YoY +12.08% (+292)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$294.3M)	QoQ -9.20% (-$133.0K) YoY +23.75% (+$251.7K)
MADRIGAL PHARMACEUTICALS, INC.(MDGLcusip558868105)	3.8K	QoQ -0.15% (-6) YoY NEW(+3.8K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$294.3M)	QoQ +7.17% (-$83.8K) YoY NEW(+$1.3M)
W.W. GRAINGER, INC.(GWWcusip384802104)	1.3K	QoQ -54.23% (-1.5K) YoY -48.71% (-1.2K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$294.3M)	QoQ -57.10% (-$1.7M) YoY -50.20% (-$1.3M)
Targa Resources Corp.(TRGPcusip87612G101)	6.2K	QoQ NEW(+6.2K) YoY NEW(+6.2K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$294.3M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
Frontdoor, Inc.(FTDRcusip35905A109)	30.7K	QoQ NEW(+30.7K) YoY NEW(+30.7K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$294.3M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
Arista Networks, Inc.(ANETcusip040413205)	14.9K	QoQ NEW(+14.9K) YoY NEW(+14.9K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$294.3M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
RAYMOND JAMES FINANCIAL INC(RJFcusip754730109)	8.1K	QoQ -0.17% (-14) YoY +14.36% (+1.0K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$294.3M)	QoQ -10.72% (-$135.8K) YoY +23.70% (+$216.6K)
MOOG INC.(MOG-Acusip615394202)	6.2K	QoQ -0.16% (-10) YoY +13.41% (+730)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$294.3M)	QoQ -12.07% (-$146.9K) YoY +23.15% (+$201.1K)
CommScope Holding Company, Inc.(COMMcusip20337X109)	199.0K	QoQ NEW(+199.0K) YoY NEW(+199.0K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$294.3M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
ECOLAB INC.(ECLcusip278865100)	3.7K	QoQ -0.16% (-6) YoY +13.35% (+438)	All Managers (Combined)	$942.6K	0.3% ($942.6K/$294.3M)	QoQ +8.01% (-$70.0K) YoY +24.45% (+$185.2K)
IES Holdings, Inc.(IESCcusip44951W106)	5.7K	QoQ -0.14% (-8) YoY NEW(+5.7K)	All Managers (Combined)	$933.9K	0.3% ($933.9K/$294.3M)	QoQ -17.95% (-$204.4K) YoY NEW(+$933.9K)
TYLER TECHNOLOGIES INC(TYLcusip902252105)	1.6K	QoQ -0.12% (-2) YoY +10.19% (+146)	All Managers (Combined)	$917.4K	0.3% ($917.4K/$294.3M)	QoQ +0.69% (-$6.3K) YoY +50.74% (+$308.8K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	8.6K	QoQ -0.16% (-14) YoY -73.19% (-23.4K)	All Managers (Combined)	$879.0K	0.3% ($879.0K/$294.3M)	QoQ -15.08% (-$156.1K) YoY -84.74% (-$4.9M)