Cavalier Investments, LLC
Cavalier Investments, LLC is a SEC-registered investment advisory firm headquartered in Alpharetta, Georgia. The firm, founded in 2015, manages approximately $362 million in assets (as of May 2025) with a team of 7 employees. It primarily serves investment companies and other institutional clients, and is led by CEO Gregory Allan Rutherford. Cavalier focuses on providing discretionary asset management and portfolio strategies for its clients.
Investment Strategy
Cavalier Investments, LLC primarily manages discretionary assets for investment companies, focusing on portfolio management across a range of public equities and related financial instruments. The firm takes a diversified approach, allocating capital across major sectors and blue-chip holdings, including positions in technology, industrials, finance, and energy. Their strategy emphasizes active management, risk-adjusted returns, and investment decisions designed to meet the objectives of their institutional client base.
Top Holdings
Equity Positions (71)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
H HWM | HOWMET AEROSPACE INC | 15.58% | $51.4M | 276,281 | $140.22 | $186.13 | +$33.9M |
M META | META PLATFORMS INC | 8.65% | $28.6M | 38,689 | $641.68 | $738.09 | +$16.3M |
A AMZN | AMAZON COM INC | 6.11% | $20.2M | 91,926 | $194.49 | $219.39 | +$5.6M |
M MSFT | MICROSOFT CORP | 5.60% | $18.5M | 37,133 | $443.22 | $497.41 | +$13.8M |
Q QQQ | INVESCO QQQ TR | 5.34% | $17.6M | 31,936 | $452.03 | $551.64 | -$9.6M |