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Cavalier Investments, LLC

CIK:0001655543
Asset Manager
$362M AUM
71 holdings
Alpharetta, GA, United States
Founded:2015
7 employees
Latest filing:Jun 30, 2025

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 Buys
H
HWMHOWMET AEROSPACE INC
+$33.9M
M
METAMETA PLATFORMS INC
+$16.3M
M
MSFTMICROSOFT CORP
+$13.8M
C
CEGCONSTELLATION ENERGY CORP
+$7.8M
A
AMZNAMAZON COM INC
+$5.6M
Top Sells
Q
QQQINVESCO QQQ TR
-$9.6M
I
IWMISHARES TR
-$9.5M
C
CRSCARPENTER TECHNOLOGY CORP
-$9.3M
X
XLCSELECT SECTOR SPDR TR
-$8.4M
D
DECKDECKERS OUTDOOR CORP
-$5.7M

Top Holdings

H
HWMHOWMET AEROSPACE INC
+15.6%$51.4M
M
METAMETA PLATFORMS INC
+8.7%$28.6M
A
AMZNAMAZON COM INC
+6.1%$20.2M
M
MSFTMICROSOFT CORP
+5.6%$18.5M
Q
QQQINVESCO QQQ TR
+5.3%$17.6M

Equity Positions (71)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
H
HWM
HOWMET AEROSPACE INC15.58%$51.4M276,281$140.22$186.13+$33.9M
M
META
META PLATFORMS INC8.65%$28.6M38,689$641.68$738.09+$16.3M
A
AMZN
AMAZON COM INC6.11%$20.2M91,926$194.49$219.39+$5.6M
M
MSFT
MICROSOFT CORP5.60%$18.5M37,133$443.22$497.41+$13.8M
Q
QQQ
INVESCO QQQ TR5.34%$17.6M31,936$452.03$551.64-$9.6M

Industry Allocation

ROLLING DRAWING & EXTRUDING OF NONFERROUS METALS
+15.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+8.7%
SERVICES-PREPACKAGED SOFTWARE
+8.6%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+6.1%
ELECTRIC SERVICES
+4.9%