# EDGAR Filing Document

**Accession Number:** 0001655543
**File Stem:** 0001214659-25-011108
**Filing Date:** 2025-7
**Character Count:** 10796
**Document Hash:** 587fae24c31ad7912e1eb3ba0d8c73c9
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-25-011108.hdr.sgml**: 20250730

**ACCESSION NUMBER**: 0001214659-25-011108

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250730

**DATE AS OF CHANGE**: 20250730

**EFFECTIVENESS DATE**: 20250730

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Cavalier Investments, LLC
- **CENTRAL INDEX KEY:** 0001655543

**ORGANIZATION NAME:**
- **EIN:** 474698780
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 0630

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-17041
- **FILM NUMBER:** 251165738

**BUSINESS ADDRESS:**
- **STREET 1:** 12600 DEERFIELD PARKWAY
- **STREET 2:** SUITE #100
- **CITY:** ALPHARETTA
- **STATE:** GA
- **ZIP:** 30004
- **BUSINESS PHONE:** 770-777-8277

**MAIL ADDRESS:**
- **STREET 1:** 12600 DEERFIELD PARKWAY
- **STREET 2:** SUITE #100
- **CITY:** ALPHARETTA
- **STATE:** GA
- **ZIP:** 30004

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Cavalier Investments
- **DATE OF NAME CHANGE:** 20151014

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Cavalier Investments LLC<br>**Address:** 12600 Deerfield Parkway<br>Suite #100<br>Alpharetta, GA 30004

**Form 13F File Number:** 028-17041

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jeffrey A. Smith<br>**Title:** Chief Compliance Officer<br>**Phone:** 248-376-1480

**Signature, Place, and Date of Signing:**

Jeffrey A. Smith  Washington, DC  07-29-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 71

**Form 13F Information Table Value Total:** $329993066

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 1191251 | 8395 | SH |  | SOLE |  | 8395 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 20167645 | 91926 | SH |  | SOLE |  | 91926 | 0 | 0 |
| AMERIPRISE FINL INC | COM | 03076C106 |  | 1421323 | 2663 | SH |  | SOLE |  | 2663 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 656339 | 3199 | SH |  | SOLE |  | 3199 | 0 | 0 |
| ARCHROCK INC | COM | 03957W106 |  | 793567 | 31960 | SH |  | SOLE |  | 31960 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 1499046 | 14652 | SH |  | SOLE |  | 14652 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 3518438 | 121577 | SH |  | SOLE |  | 121577 | 0 | 0 |
| BADGER METER INC | COM | 056525108 |  | 3214724 | 13124 | SH |  | SOLE |  | 13124 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 1713615 | 296 | SH |  | SOLE |  | 296 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 5401434 | 50288 | SH |  | SOLE |  | 50288 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 10373536 | 37633 | SH |  | SOLE |  | 37633 | 0 | 0 |
| CBOE GLOBAL MKTS INC | COM | 12503M108 |  | 2204301 | 9452 | SH |  | SOLE |  | 9452 | 0 | 0 |
| COMMSCOPE HLDG CO INC | COM | 20337X109 |  | 1614699 | 195012 | SH |  | SOLE |  | 195012 | 0 | 0 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 10084636 | 31245 | SH |  | SOLE |  | 31245 | 0 | 0 |
| COPART INC | COM | 217204106 |  | 2493590 | 50817 | SH |  | SOLE |  | 50817 | 0 | 0 |
| ECOLAB INC | COM | 278865100 |  | 983187 | 3649 | SH |  | SOLE |  | 3649 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 753026 | 966 | SH |  | SOLE |  | 966 | 0 | 0 |
| FEDERAL SIGNAL CORP | COM | 313855108 |  | 1126456 | 10585 | SH |  | SOLE |  | 10585 | 0 | 0 |
| FRONTDOOR INC | COM | 35905A109 |  | 1773740 | 30094 | SH |  | SOLE |  | 30094 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 541549 | 2104 | SH |  | SOLE |  | 2104 | 0 | 0 |
| GLOBAL X FDS | GB MSCI AR ETF | 37950E259 |  | 1930234 | 22781 | SH |  | SOLE |  | 22781 | 0 | 0 |
| GLOBAL X FDS | GLBX MSCI COLUM | 37954Y327 |  | 460748 | 15976 | SH |  | SOLE |  | 15976 | 0 | 0 |
| HOWMET AEROSPACE INC | COM | 443201108 |  | 51424183 | 276281 | SH |  | SOLE |  | 276281 | 0 | 0 |
| IES HLDGS INC | COM | 44951W106 |  | 1648224 | 5564 | SH |  | SOLE |  | 5564 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 17617175 | 31936 | SH |  | SOLE |  | 31936 | 0 | 0 |
| ISHARES INC | MSCI AUSTRIA ETF | 464286202 |  | 1470000 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 388667 | 11846 | SH |  | SOLE |  | 11846 | 0 | 0 |
| ISHARES TR | MSCI POLAND ETF | 46429B606 |  | 1615839 | 50088 | SH |  | SOLE |  | 50088 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 2156821 | 9995 | SH |  | SOLE |  | 9995 | 0 | 0 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 1605091 | 18188 | SH |  | SOLE |  | 18188 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 9783883 | 33748 | SH |  | SOLE |  | 33748 | 0 | 0 |
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 |  | 1122794 | 3710 | SH |  | SOLE |  | 3710 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 28555964 | 38689 | SH |  | SOLE |  | 38689 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 18470326 | 37133 | SH |  | SOLE |  | 37133 | 0 | 0 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 1582560 | 22929 | SH |  | SOLE |  | 22929 | 0 | 0 |
| NRG ENERGY INC | COM NEW | 629377508 |  | 3132434 | 19507 | SH |  | SOLE |  | 19507 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 6480653 | 47540 | SH |  | SOLE |  | 47540 | 0 | 0 |
| RIGETTI COMPUTING INC | COMMON STOCK | 76655K103 |  | 588766 | 49643 | SH |  | SOLE |  | 49643 | 0 | 0 |
| ROCKET LAB CORP | COM | 773121108 |  | 5378163 | 150354 | SH |  | SOLE |  | 150354 | 0 | 0 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 3730719 | 34375 | SH |  | SOLE |  | 34375 | 0 | 0 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 7272046 | 138859 | SH |  | SOLE |  | 138859 | 0 | 0 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 7456611 | 29446 | SH |  | SOLE |  | 29446 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 2260232 | 10400 | SH |  | SOLE |  | 10400 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 504798 | 1656 | SH |  | SOLE |  | 1656 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 11031712 | 17855 | SH |  | SOLE |  | 17855 | 0 | 0 |
| SPDR SERIES TRUST | S CAP MKTS | 78464A771 |  | 3815717 | 26328 | SH |  | SOLE |  | 26328 | 0 | 0 |
| SPDR SERIES TRUST | AEROSPACE DEF | 78464A631 |  | 2911816 | 13804 | SH |  | SOLE |  | 13804 | 0 | 0 |
| SPDR SERIES TRUST | NYSE TECH ETF | 78464A102 |  | 3110741 | 13110 | SH |  | SOLE |  | 13110 | 0 | 0 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 3812800 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A847 |  | 2003359 | 36840 | SH |  | SOLE |  | 36840 | 0 | 0 |
| SUPER MICRO COMPUTER INC | COM NEW | 86800U302 |  | 2455401 | 50100 | SH |  | SOLE |  | 50100 | 0 | 0 |
| TARGA RES CORP | COM | 87612G101 |  | 1057362 | 6074 | SH |  | SOLE |  | 6074 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 3339560 | 10513 | SH |  | SOLE |  | 10513 | 0 | 0 |
| TIDAL TR II | YIELDMAX AAPL | 88634T857 |  | 253333 | 19684 | SH |  | SOLE |  | 19684 | 0 | 0 |
| TIDAL TR II | YIELDMAX AMZN OP | 88634T840 |  | 272984 | 16799 | SH |  | SOLE |  | 16799 | 0 | 0 |
| TIDAL TR II | YIELDMAX GOOGL | 88634T790 |  | 269018 | 22105 | SH |  | SOLE |  | 22105 | 0 | 0 |
| TIDAL TR II | YIELDMAX META | 88634T816 |  | 271035 | 15962 | SH |  | SOLE |  | 15962 | 0 | 0 |
| TIDAL TR II | YIELDMAX MSFT OP | 88634T428 |  | 269697 | 15126 | SH |  | SOLE |  | 15126 | 0 | 0 |
| TIDAL TR II | YIELDMAX NVDA | 88634T774 |  | 263876 | 15735 | SH |  | SOLE |  | 15735 | 0 | 0 |
| TRANSDIGM GROUP INC | COM | 893641100 |  | 2933315 | 1929 | SH |  | SOLE |  | 1929 | 0 | 0 |
| TYLER TECHNOLOGIES INC | COM | 902252105 |  | 921866 | 1555 | SH |  | SOLE |  | 1555 | 0 | 0 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 14287580 | 51232 | SH |  | SOLE |  | 51232 | 0 | 0 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 1410462 | 27093 | SH |  | SOLE |  | 27093 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 5046335 | 65114 | SH |  | SOLE |  | 65114 | 0 | 0 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 |  | 8561434 | 67254 | SH |  | SOLE |  | 67254 | 0 | 0 |
| VERISK ANALYTICS INC | COM | 92345Y106 |  | 3991873 | 12815 | SH |  | SOLE |  | 12815 | 0 | 0 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 3310062 | 7435 | SH |  | SOLE |  | 7435 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 304589 | 2372 | SH |  | SOLE |  | 2372 | 0 | 0 |
| VISTRA CORP | COM | 92840M102 |  | 2835053 | 14628 | SH |  | SOLE |  | 14628 | 0 | 0 |
| WINMARK CORP | COM | 974250102 |  | 648356 | 1717 | SH |  | SOLE |  | 1717 | 0 | 0 |
| ZETA GLOBAL HOLDINGS CORP | CL A | 98956A105 |  | 2440697 | 157566 | SH |  | SOLE |  | 157566 | 0 | 0 |

---