# Cavalier Investments, LLC 13F holdings

> Latest reported SEC 13F equity book. Teaser: top 10 of 60 long-equity positions.
> CIK 1655543. Latest filing Q1 2026, as of quarter end 2026-03-31. Long-equity book $388.2M.

## Top holdings (teaser)

| # | Ticker | Issuer | Value | % of book | Change |
|---|--------|--------|-------|-----------|--------|
| 1 | SPY | State STR SPDR S&P 500 ETF T | $96.0M | 24.7% | Added |
| 2 | n/a | Invesco QQQ TR | $59.5M | 15.3% | Added |
| 3 | USO | United STS Oil FD LP | $15.5M | 4.0% | New |
| 4 | n/a | Kla Corp | $14.3M | 3.7% | New |
| 5 | SMH | Vaneck ETF Trust | $11.7M | 3.0% | Reduced |
| 6 | TLT | Ishares 20 PLS Year Treasury BND ETF | $11.3M | 2.9% | Added |
| 7 | n/a | SPDR Gold TR | $10.8M | 2.8% | Added |
| 8 | n/a | Select Sector SPDR TR | $10.6M | 2.7% | Reduced |
| 9 | LRCX | Lam Research Corp | $9.2M | 2.4% | Reduced |
| 10 | n/a | FT Vest Gold STRT TRGT Incm ETF | $8.3M | 2.1% | Added |

## Latest moves

Bought: USO, Kla Corp, Vanguard Value ETF
Sold: SMH, Select Sector SPDR TR, LRCX

Counts and totals reflect the 13F filers and securities Arkolith tracks, not the entire institutional universe. Option legs are excluded from the book above.

## Full data via the API and MCP

This page is a teaser. The complete book, full quarter-over-quarter history, and per-datapoint
provenance are available through the metered REST API and MCP server.

- Endpoint: https://arkolith.com/api/mcp (transport: streamable-http)
- Auth: Bearer API key. Mint one and copy a ready-to-paste command at https://arkolith.com/connect
- Claude Code: `claude mcp add --transport http arkolith https://arkolith.com/api/mcp --header "Authorization: Bearer YOUR_API_KEY"`
- Discovery: `tools/list` is free; `tools/call` is metered by credits.

### Machine-readable
- Tool catalog JSON: https://arkolith.com/api/mcp/catalog
- MCP descriptor: https://arkolith.com/.well-known/mcp.json
- OpenAPI 3.1 REST spec: https://arkolith.com/openapi.json
- Full LLM guide: https://arkolith.com/llms-full.txt
- Human docs: https://arkolith.com/docs

## Source and method

- Source: SEC EDGAR 13F-HR (public domain). Long-equity positions only (option legs excluded). Filed quarterly, about a 45-day lag.
- Primary source: https://www.sec.gov/Archives/edgar/data/1655543/000165554326000003/
- Human page: https://arkolith.com/fund/cavalier-investments-llc-1655543
- Per-datapoint lineage: call the `provenance.get` MCP tool for the source URL and fetch history behind any figure.

Paid product with a one-time evaluation grant at signup (no card to evaluate). Most calls cost 1 credit (~$0.01); heavier point-in-time / cross-source tools cost more.

_Latest disclosed public filings. Data, not investment advice._