Investments: Cavalier Investments, LLC

Aktie	Ticker	2025/Q4		2025/Q3
		Investment ($)	QoQ Veränd. ($)	Investment ($)	QoQ Veränd. ($)
		1.139.178.013 $	+411.853.171 $	734.711.306 $	+734.711.306 $
BANK OF AMERICA CORP /DE/	BAC	821.755.793 $	+355.535.416 $	466.220.377 $	+466.220.377 $
GENERAL ELECTRIC CO	GE	72.594.662 $	+50.285.136 $	22.309.526 $	+22.309.526 $
SPS COMMERCE INC	SPSC	8.671.263 $	-54.124.645 $	62.795.908 $	+62.795.908 $
NVIDIA CORP	NVDA	39.907.084 $	-16.066.916 $	55.974.000 $	+55.974.000 $
LAM RESEARCH CORP	LRCX	51.432.572 $	+51.432.572 $
PALATIN TECHNOLOGIES INC	PTNT	22.220.528 $	-25.574.458 $	47.794.986 $	+47.794.986 $
JPMORGAN CHASE & CO	JPM	44.030.719 $	+35.285.948 $	8.744.771 $	+8.744.771 $
WESTERN DIGITAL CORP	WDC	27.904.295 $	+27.904.295 $
BOSTON SCIENTIFIC CORP	BSX	10.262.330 $	-12.097.134 $	22.359.464 $	+22.359.464 $
MICROSOFT CORP	MSFT	21.356.659 $	+8.054.196 $	13.302.463 $	+13.302.463 $
Strategy Inc	MSTR	6.839.573 $	-3.802.057 $	10.641.630 $	+10.641.630 $
Constellation Energy Corp	CEG	712.546 $	-8.227.355 $	8.939.901 $	+8.939.901 $
AT&T INC.	T	3.285.761 $	+1.076.344 $	2.209.417 $	+2.209.417 $
MORGAN STANLEY	MS	2.399.440 $	+2.028.934 $	370.506 $	+370.506 $
BADGER METER INC	BMI	1.192.441 $	-1.053.381 $	2.245.822 $	+2.245.822 $
COPART INC	CPRT			2.203.493 $	+2.203.493 $
BlackRock, Inc.	BLK	1.773.500 $	+373.000 $	1.400.500 $	+1.400.500 $
TransDigm Group INC	TDG			1.491.645 $	+1.491.645 $
VS Trust	SVIX			1.224.746 $	+1.224.746 $
ELI LILLY & Co	LLY	1.038.141 $	+235.854 $	802.287 $	+802.287 $
APPFOLIO INC	APPF	924.052 $	+370.375 $	553.677 $	+553.677 $
AMAZON COM INC	AMZN	876.654 $	+217.047 $	659.607 $	+659.607 $
TYLER TECHNOLOGIES INC	TYL			847.295 $	+847.295 $
Booking Holdings Inc.	BKNG			753.811 $	+753.811 $
WINMARK CORP	WINA			644.646 $	+644.646 $
Vertiv Holdings Co	VRT			220.828 $	+220.828 $
		1.139.178.013 $	+411.853.171 $	734.711.306 $	+734.711.306 $