Cavalier Investments, LLC Diversified Active

CIK: 0001655543 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 6, 2019

Total Value ($000): $231,767 (100.0% shares, 0.0% debt)

Holdings (115)

USMV iShares Edge MSCI Mi n Vol USA ETF 5.5%
Value ($000) $12,737 Shares 198,837 Est. Cost $57.48 Unrealized
XLU Utilities Select Sec tor SPDR Fund 5.5%
Value ($000) $12,678 Shares 195,819 Est. Cost $60.60 Unrealized
GHYB GOLDMAN SACHS ACCESS HY CORP ETF 5.4%
Value ($000) $12,436 Shares 252,000 Est. Cost $49.35 Unrealized
XLB Materials Select Sec tor SPDR Fund 3.9%
Value ($000) $8,984 Shares 154,364 Est. Cost $55.50 Unrealized
XLK Technology Select Se ctor SPDR Fund 3.7%
Value ($000) $8,621 Shares 107,058 Est. Cost $58.63 Unrealized
XLP Consumer Staples Sel ect Sector SPDR Fund 3.7%
Value ($000) $8,548 Shares 139,173 Est. Cost $59.76 Unrealized
XLF Financial Select Sec tor SPDR Fund 3.0%
Value ($000) $6,916 Shares 246,930 Est. Cost $25.03 Unrealized
XLY Consumer Discretiona ry Select Sector SPD 2.9%
Value ($000) $6,739 Shares 55,830 Est. Cost $92.39 Unrealized
IVV iShares Core S&P 500 ETF 2.8%
Value ($000) $6,544 Shares 21,921 Est. Cost $66.92 Unrealized
XLV Health Care Select S ector SPDR Fund 2.6%
Value ($000) $6,040 Shares 67,016 Est. Cost $92.27 Unrealized
XLI Industrial Select Se ctor SPDR Fund 2.2%
Value ($000) $5,057 Shares 65,138 Est. Cost $75.30 Unrealized
IJH iShares Core S&P Mid -Cap ETF 2.2%
Value ($000) $5,007 Shares 25,914 Est. Cost $194.25 Unrealized
VOX Vanguard Communication Servic 1.9%
Value ($000) $4,472 Shares 51,579 Est. Cost $86.70 Unrealized
JNK SPDR Bloomberg Barcl ays High Yield Bond 1.8%
Value ($000) $4,153 Shares 38,190 Est. Cost $108.94 Unrealized
IWM iShares Russell 2000 ETF 1.6%
Value ($000) $3,687 Shares 24,363 Est. Cost $155.49 Unrealized
XLE Energy Select Sector SPDR Fund 1.4%
Value ($000) $3,257 Shares 55,014 Est. Cost $65.98 Unrealized
QQQ Invesco QQQ Trust Se ries 1 1.4%
Value ($000) $3,226 Shares 17,085 Est. Cost $188.82 Unrealized
IYR iShares U.S. Real Es tate ETF 1.4%
Value ($000) $3,221 Shares 34,461 Est. Cost $93.47 Unrealized
VFH Vanguard Financials ETF 1.4%
Value ($000) $3,220 Shares 46,002 Est. Cost $70.00 Unrealized
VGT Vanguard Information Technology ETF 1.4%
Value ($000) $3,219 Shares 14,935 Est. Cost $215.53 Unrealized
XLC Communication Servic es Select Sector SPD 1.4%
Value ($000) $3,213 Shares 64,881 Est. Cost $46.77 Unrealized
PAYC Paycom Software Inc 1.3%
Value ($000) $3,069 Shares 14,650 Est. Cost $101.84 Unrealized +124.9%
ADBE Adobe Systems Inc 1.3%
Value ($000) $3,035 Shares 10,989 Est. Cost $242.60 Unrealized +20.3%
XRT SPDR S&P Retail ETF 1.2%
Value ($000) $2,889 Shares 68,081 Est. Cost $42.43 Unrealized
SHY iShares 1-3 Year Tre asury Bond ETF 1.2%
Value ($000) $2,736 Shares 32,264 Est. Cost $83.62 Unrealized
LULU Lululemon Athletica Inc 1.1%
Value ($000) $2,657 Shares 13,800 Est. Cost $130.70 Unrealized +43.0%
ABR Arbor Realty Trust I nc 1.1%
Value ($000) $2,603 Shares 198,528 Est. Cost $9.76 Unrealized
CMG Chipotle Mexican Gri ll Inc 1.1%
Value ($000) $2,521 Shares 3,000 Est. Cost $14.10 Unrealized +13.1%
FTNT Fortinet Inc 1.1%
Value ($000) $2,491 Shares 32,450 Est. Cost $14.67 Unrealized +10.6%
QSR RESTAURANT BRAND INT 1.1%
Value ($000) $2,490 Shares 35,000 Est. Cost $66.96 Unrealized +10.1%
MCHI ISHARES MSCI CHINA ETF 1.0%
Value ($000) $2,355 Shares 41,987 Est. Cost $61.28 Unrealized
CyberArk Software Lt d 1.0%
Value ($000) $2,272 Shares 22,756 Est. Cost $113.77 Unrealized
NOW ServiceNow Inc 1.0%
Value ($000) $2,259 Shares 8,900 Est. Cost $37.82 Unrealized +43.8%
MA Mastercard Inc 0.9%
Value ($000) $2,200 Shares 8,100 Est. Cost $194.90 Unrealized +36.5%
ZTS Zoetis Inc 0.9%
Value ($000) $2,144 Shares 17,208 Est. Cost $75.94 Unrealized +50.9%
CDNS Cadence Design Syste ms Inc 0.9%
Value ($000) $2,121 Shares 32,100 Est. Cost $60.76 Unrealized +15.8%
CSWC Capital Southwest Corp 0.9%
Value ($000) $2,119 Shares 97,200 Est. Cost $8.74 Unrealized +12.1%
TUR iShares MSCI Turkey ETF 0.9%
Value ($000) $2,097 Shares 78,488 Est. Cost $26.72 Unrealized
COST Costco Wholesale Cor p 0.9%
Value ($000) $2,074 Shares 7,200 Est. Cost $226.60 Unrealized +13.1%
SPY SPDR S&P 500 ETF Tru st 0.9%
Value ($000) $2,018 Shares 6,799 Est. Cost $296.81 Unrealized
OLED Universal Display Co rp 0.9%
Value ($000) $1,998 Shares 11,900 Est. Cost $183.32 Unrealized +3.8%
FSS Federal Signal Corp 0.9%
Value ($000) $1,987 Shares 60,700 Est. Cost $20.94 Unrealized +34.9%
EWZ iShares MSCI Brazil ETF 0.8%
Value ($000) $1,908 Shares 45,267 Est. Cost $42.15 Unrealized
VEEV Veeva Systems Inc 0.8%
Value ($000) $1,802 Shares 11,800 Est. Cost $95.35 Unrealized +68.2%
PGR Progressive Corp/The 0.7%
Value ($000) $1,615 Shares 20,900 Est. Cost $56.16 Unrealized +15.1%
UI Ubiquiti Inc 0.7%
Value ($000) $1,585 Shares 13,400 Est. Cost $120.85 Unrealized 0.0%
AUDC AudioCodes Ltd 0.7%
Value ($000) $1,583 Shares 83,699 Est. Cost $9.97 Unrealized +53.6%
Xilinx Inc 0.6%
Value ($000) $1,429 Shares 14,900 Est. Cost $121.25 Unrealized
AMZN Amazon.com Inc 0.6%
Value ($000) $1,389 Shares 800 Est. Cost $89.26 Unrealized +3.9%
NICE Nice Ltd 0.6%
Value ($000) $1,352 Shares 9,400 Est. Cost $107.06 Unrealized
ROST Ross Stores Inc 0.6%
Value ($000) $1,340 Shares 12,200 Est. Cost $84.82 Unrealized +16.8%
HEI HEICO Corp 0.6%
Value ($000) $1,327 Shares 10,625 Est. Cost $72.64 Unrealized +88.2%
Twitter Inc 0.5%
Value ($000) $1,236 Shares 30,000 Est. Cost $33.25 Unrealized
QLYS Qualys Inc 0.5%
Value ($000) $1,186 Shares 15,700 Est. Cost $80.89 Unrealized +3.0%
Mellanox Technologie s Ltd 0.5%
Value ($000) $1,118 Shares 10,200 Est. Cost $87.54 Unrealized
SUI SUN COMMUNITIES 0.4%
Value ($000) $1,024 Shares 6,900 Est. Cost $128.26 Unrealized
AZO AutoZone Inc 0.4%
Value ($000) $976 Shares 900 Est. Cost $897.60 Unrealized +24.9%
EVTC EVERTEC Inc 0.4%
Value ($000) $946 Shares 30,300 Est. Cost $26.14 Unrealized +23.9%
APPF Appfolio Inc 0.4%
Value ($000) $913 Shares 9,600 Est. Cost $44.76 Unrealized +122.2%
Sapiens I'ntl Corporation N.V. 0.4%
Value ($000) $909 Shares 46,300 Est. Cost $15.92 Unrealized
KEYS Keysight Technologie s Inc 0.4%
Value ($000) $895 Shares 9,200 Est. Cost $77.62 Unrealized +19.4%
DRI Darden Restaurants I nc 0.4%
Value ($000) $828 Shares 7,000 Est. Cost $99.00 Unrealized +3.3%
MEDP Medpace Holdings Inc 0.4%
Value ($000) $815 Shares 9,700 Est. Cost $65.55 Unrealized +15.3%
BOOM DMC Global Inc. 0.3%
Value ($000) $800 Shares 18,200 Est. Cost $65.61 Unrealized -24.2%
FOXF Fox Factory Holding Corp 0.3%
Value ($000) $747 Shares 12,000 Est. Cost $69.16 Unrealized +7.4%
CPRT Copart Inc 0.3%
Value ($000) $747 Shares 9,300 Est. Cost $9.73 Unrealized +99.4%
NMIH NMI Holdings Inc 0.3%
Value ($000) $733 Shares 27,900 Est. Cost $11.58 Unrealized +136.0%
DCO DUCOMMUN INC 0.3%
Value ($000) $696 Shares 16,410 Est. Cost $44.85 Unrealized -3.8%
TDG TransDigm Group Inc 0.3%
Value ($000) $677 Shares 1,300 Est. Cost $392.06 Unrealized 0.0%
Match Group Inc 0.3%
Value ($000) $672 Shares 9,400 Est. Cost $57.91 Unrealized
KRNT KORNIT DIGITAL LMTD 0.3%
Value ($000) $656 Shares 21,300 Est. Cost $21.26 Unrealized +40.2%
GLOB Globant SA 0.3%
Value ($000) $632 Shares 6,900 Est. Cost $67.26 Unrealized +47.7%
NEWT NEWTEK BUSINESS SVSC COPRT 0.3%
Value ($000) $632 Shares 28,000 Est. Cost $22.18 Unrealized 0.0%
WWD Woodward Inc 0.3%
Value ($000) $625 Shares 5,800 Est. Cost $105.57 Unrealized 0.0%
CIEN Ciena Corp 0.3%
Value ($000) $604 Shares 15,400 Est. Cost $38.48 Unrealized +8.9%
VRSK Verisk Analytics Inc 0.3%
Value ($000) $601 Shares 3,800 Est. Cost $111.20 Unrealized +33.9%
EEFT Euronet Worldwide In c 0.3%
Value ($000) $600 Shares 4,100 Est. Cost $154.79 Unrealized 0.0%
PAYS Paysign Inc 0.2%
Value ($000) $563 Shares 55,700 Est. Cost $13.32 Unrealized 0.0%
Atlassian Corp PLC 0.2%
Value ($000) $552 Shares 4,400 Est. Cost $96.14 Unrealized
DXCM DEXCOM INC COM 0.2%
Value ($000) $522 Shares 3,500 Est. Cost $31.72 Unrealized +22.5%
BAH Booz Allen Hamilton Holding Corp 0.2%
Value ($000) $504 Shares 7,100 Est. Cost $54.42 Unrealized +15.7%
IIPR Innovative Industria l Properties Inc 0.2%
Value ($000) $499 Shares 5,400 Est. Cost $123.52 Unrealized
VRSN VeriSign Inc 0.2%
Value ($000) $490 Shares 2,600 Est. Cost $170.07 Unrealized +19.8%
PARR Par Pacific Holdings 0.2%
Value ($000) $469 Shares 20,500 Est. Cost $22.13 Unrealized 0.0%
RNR RenaissanceRe Holdings Ltd 0.2%
Value ($000) $464 Shares 2,400 Est. Cost $186.12 Unrealized 0.0%
FICO Fair Isaac Corp 0.2%
Value ($000) $455 Shares 1,500 Est. Cost $290.07 Unrealized +16.8%
LAMR LAMAR ADVERTISING 0.2%
Value ($000) $451 Shares 5,500 Est. Cost $80.73 Unrealized
QNST QuinStreet Inc 0.2%
Value ($000) $448 Shares 35,600 Est. Cost $15.50 Unrealized -12.0%
CCEP COCA COLA EUROPEAN P 0.2%
Value ($000) $444 Shares 8,000 Est. Cost $46.31 Unrealized 0.0%
AZUL S.A. 0.2%
Value ($000) $430 Shares 12,000 Est. Cost $35.83 Unrealized
Biospecifics Technol gies Corp. 0.2%
Value ($000) $417 Shares 7,800 Est. Cost $61.30 Unrealized
SBUX Starbucks Corp 0.2%
Value ($000) $397 Shares 4,494 Est. Cost $70.00 Unrealized +15.2%
ETSY Etsy Inc 0.2%
Value ($000) $396 Shares 7,000 Est. Cost $65.28 Unrealized -9.9%
MSFT Microsoft Corp 0.2%
Value ($000) $391 Shares 2,813 Est. Cost $115.32 Unrealized +12.7%
Jernigan Capital, Inc. 0.2%
Value ($000) $385 Shares 20,000 Est. Cost $19.80 Unrealized
GREAT AJAX CORP 0.2%
Value ($000) $383 Shares 24,706 Est. Cost $15.50 Unrealized
RGEN Repligen Corp 0.2%
Value ($000) $383 Shares 5,000 Est. Cost $68.16 Unrealized +28.3%
V Visa Inc 0.2%
Value ($000) $367 Shares 2,133 Est. Cost $154.05 Unrealized +10.6%
WIX WIX.com, Ltd. 0.2%
Value ($000) $362 Shares 3,100 Est. Cost $108.62 Unrealized +28.0%
NKE NIKE Inc 0.2%
Value ($000) $350 Shares 3,724 Est. Cost $77.07 Unrealized +2.2%
META Facebook Inc 0.1%
Value ($000) $343 Shares 1,925 Est. Cost $173.33 Unrealized +8.9%
ORLY O'Reilly Automotive Inc 0.1%
Value ($000) $342 Shares 859 Est. Cost $24.31 Unrealized +6.2%
ADP Automatic Data Proce ssing Inc 0.1%
Value ($000) $337 Shares 2,087 Est. Cost $134.75 Unrealized +6.8%
GOOG Alphabet Inc 0.1%
Value ($000) $335 Shares 275 Est. Cost $58.01 Unrealized +1.2%
ACGL ARCH CAPITAL GROUP 0.1%
Value ($000) $311 Shares 7,400 Est. Cost $32.43 Unrealized +15.6%
KNSL Kinsale Capital Grou p Inc 0.1%
Value ($000) $300 Shares 2,900 Est. Cost $78.80 Unrealized +20.2%
FNKO FUNKO INC CLASS A 0.1%
Value ($000) $298 Shares 14,500 Est. Cost $23.13 Unrealized 0.0%
PFSI PennyMac Financial S ervices Inc 0.1%
Value ($000) $283 Shares 9,300 Est. Cost $24.87 Unrealized 0.0%
SLP SIMULATIONS PLUS INC 0.1%
Value ($000) $281 Shares 8,100 Est. Cost $34.28 Unrealized 0.0%
UFPT UFP Technologies Inc 0.1%
Value ($000) $271 Shares 7,000 Est. Cost $34.21 Unrealized +20.2%
LHC Group Inc 0.1%
Value ($000) $261 Shares 2,300 Est. Cost $119.57 Unrealized
NOA NORTH AMERICAN CONST 0.1%
Value ($000) $248 Shares 21,500 Est. Cost $11.45 Unrealized 0.0%
NSSC Napco Security Techn ologies Inc 0.1%
Value ($000) $222 Shares 8,700 Est. Cost $12.80 Unrealized +6.3%
VOC Voc Energy Trust 0.0%
Value ($000) $87 Shares 16,379 Est. Cost $5.68 Unrealized
Iec Electronics Corp 0.0%
Value ($000) $18 Shares 2,652 Est. Cost $6.41 Unrealized