0001214659-24-002403.txt : 20240213 0001214659-24-002403.hdr.sgml : 20240213 20240213082513 ACCESSION NUMBER: 0001214659-24-002403 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cavalier Investments, LLC CENTRAL INDEX KEY: 0001655543 ORGANIZATION NAME: IRS NUMBER: 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: 24622695 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 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001655543 XXXXXXXX 12-31-2023 12-31-2023 false Cavalier Investments, LLC

12600 DEERFIELD PARKWAY SUITE #100 ALPHARETTA GA 30004

13F HOLDINGS REPORT 028-17041 N Jeffrey A. Smith 248-376-1480 /s/ Jeffrey A. Smith Washington DC 02-12-2024 0 90 271578905 INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 239394 1624 SH SOLE 1624 0 0 AMERIPRISE FINL INC COM 03076C106 875508 2305 SH SOLE 2305 0 0 ANALOG DEVICES INC COM 032654105 2179395 10976 SH SOLE 10976 0 0 APPFOLIO INC COM CL A 03783C100 1718194 9918 SH SOLE 9918 0 0 APPLE INC COM 037833100 6574514 34148 SH SOLE 34148 0 0 AT&T INC COM 00206R102 1716242 102279 SH SOLE 102279 0 0 AXCELIS TECHNOLOGIES INC COM NEW 054540208 1330360 10258 SH SOLE 10258 0 0 BADGER METER INC COM 056525108 1720608 11146 SH SOLE 11146 0 0 BANK AMERICA CORP COM 060505104 504040 14970 SH SOLE 14970 0 0 BIO RAD LABS INC CL A 090572207 944776 2926 SH SOLE 2926 0 0 BOOKING HOLDINGS INC COM 09857L108 2561093 722 SH SOLE 722 0 0 BOSTON SCIENTIFIC CORP COM 101137107 3566299 61690 SH SOLE 61690 0 0 BROADCOM INC COM 11135F101 2251476 2017 SH SOLE 2017 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 725187 4344 SH SOLE 4344 0 0 C3 AI INC CL A 12468P104 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0 SELECT SECTOR SPDR TR ENERGY 81369Y506 7615103 90829 SH SOLE 90829 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1315586 34989 SH SOLE 34989 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 10998097 96483 SH SOLE 96483 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 17925855 93131 SH SOLE 93131 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 1949250 26827 SH SOLE 26827 0 0 SITIME CORP COM 82982T106 1156464 9473 SH SOLE 9473 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 676768 6020 SH SOLE 6020 0 0 SMUCKER J M CO COM NEW 832696405 933695 7388 SH SOLE 7388 0 0 SPDR GOLD TR GOLD SHS 78463V107 375840 1966 SH SOLE 1966 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 18215780 38324 SH SOLE 38324 0 0 SPDR SER TR S&P CAP MKTS 78464A771 5958002 58428 SH SOLE 58428 0 0 SPDR SER TR AEROSPACE DEF 78464A631 1869338 13804 SH SOLE 13804 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 2682133 55052 SH SOLE 55052 0 0 SPS COMM INC COM 78463M107 1796509 9268 SH SOLE 9268 0 0 SYNOPSYS INC COM 871607107 1859340 3611 SH SOLE 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