Cavalier Investments, LLC Diversified Active

CIK: 0001655543 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 6, 2020

Total Value ($000): $169,203 (100.0% shares, 0.0% debt)

Holdings (111)

USMV ISHARES EDGE MSCI MI N VOL USA ETF 8.8%
Value ($000) $14,921 Shares 276,256 Est. Cost $56.35 Unrealized
GHYB GOLDMAN SACHS ACCESS HY CORP ETF 6.2%
Value ($000) $10,552 Shares 240,385 Est. Cost $49.35 Unrealized
XLC COMMUNICATION SERVIC ES SELECT SECTOR SPD 5.5%
Value ($000) $9,324 Shares 210,769 Est. Cost $50.01 Unrealized
XLK TECHNOLOGY SELECT SE CTOR SPDR FUND 4.9%
Value ($000) $8,331 Shares 103,658 Est. Cost $59.41 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 4.0%
Value ($000) $6,816 Shares 30,245 Est. Cost $253.27 Unrealized
QQQ INVESCO QQQ TRUST SE RIES 1 3.9%
Value ($000) $6,640 Shares 34,875 Est. Cost $189.89 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 3.6%
Value ($000) $6,097 Shares 111,891 Est. Cost $57.48 Unrealized
IGV ISHARES EXPANDED TECH SOFTWARE 3.3%
Value ($000) $5,638 Shares 26,812 Est. Cost $229.35 Unrealized
ETFMG PRIME MOBILE PAYMENTS 2.9%
Value ($000) $4,986 Shares 133,793 Est. Cost $47.54 Unrealized
SMH VANECK VECTORS SEMIC ONDUCTOR ETF 2.8%
Value ($000) $4,806 Shares 41,025 Est. Cost $134.34 Unrealized
IBUY AMPLIFY ONLINE RETAIL ETF 2.6%
Value ($000) $4,336 Shares 104,458 Est. Cost $51.18 Unrealized
SHY ISHARES 1-3 YEAR TRE ASURY BOND ETF 2.5%
Value ($000) $4,273 Shares 49,302 Est. Cost $84.73 Unrealized
SOXX ISHARES PHLX SEMICON DUCTOR ETF 2.3%
Value ($000) $3,835 Shares 18,688 Est. Cost $245.77 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.5%
Value ($000) $2,560 Shares 9,908 Est. Cost $66.92 Unrealized
FTNT FORTINET INC 1.4%
Value ($000) $2,383 Shares 23,550 Est. Cost $14.67 Unrealized +46.0%
OLED UNIVERSAL DISPLAY CO RP 1.3%
Value ($000) $2,122 Shares 16,100 Est. Cost $178.24 Unrealized -8.1%
CDNS CADENCE DESIGN SYSTE MS INC 1.3%
Value ($000) $2,120 Shares 32,100 Est. Cost $60.76 Unrealized +14.2%
COST COSTCO WHOLESALE COR P 1.2%
Value ($000) $2,053 Shares 7,200 Est. Cost $226.60 Unrealized +22.6%
JNK SPDR BLOOMBERG BARCL AYS HIGH YIELD BOND 1.2%
Value ($000) $2,051 Shares 21,644 Est. Cost $108.20 Unrealized
XLP CONSUMER STAPLES SEL ECT SECTOR SPDR FUND 1.2%
Value ($000) $2,022 Shares 37,114 Est. Cost $59.76 Unrealized
AUDC AUDIOCODES LTD 1.2%
Value ($000) $2,000 Shares 83,699 Est. Cost $9.97 Unrealized +99.4%
XLY CONSUMER DISCRETIONA RY SELECT SECTOR SPD 1.2%
Value ($000) $1,997 Shares 20,358 Est. Cost $103.89 Unrealized
CYBERARK SOFTWARE LT D 1.2%
Value ($000) $1,947 Shares 22,756 Est. Cost $113.77 Unrealized
LULU LULULEMON ATHLETICA INC 1.1%
Value ($000) $1,933 Shares 10,200 Est. Cost $130.70 Unrealized +71.2%
DVY ISHARES SELECT DIVID END ETF 1.1%
Value ($000) $1,915 Shares 26,039 Est. Cost $73.54 Unrealized
VEEV VEEVA SYSTEMS INC 1.1%
Value ($000) $1,845 Shares 11,800 Est. Cost $95.35 Unrealized +53.7%
XLV HEALTH CARE SELECT S ECTOR SPDR FUND 1.0%
Value ($000) $1,685 Shares 19,020 Est. Cost $92.27 Unrealized
FSS FEDERAL SIGNAL CORP 1.0%
Value ($000) $1,656 Shares 60,700 Est. Cost $20.94 Unrealized +42.1%
GILD GILEAD SCIENCES INC 1.0%
Value ($000) $1,645 Shares 22,000 Est. Cost $54.92 Unrealized 0.0%
ZTS ZOETIS INC 1.0%
Value ($000) $1,636 Shares 13,900 Est. Cost $75.94 Unrealized +65.0%
PAYC PAYCOM SOFTWARE INC 0.9%
Value ($000) $1,606 Shares 7,950 Est. Cost $101.84 Unrealized +163.8%
ADBE ADOBE SYSTEMS INC 0.9%
Value ($000) $1,575 Shares 4,950 Est. Cost $242.60 Unrealized +41.0%
IJH ISHARES CORE S&P MID -CAP ETF 0.9%
Value ($000) $1,550 Shares 10,775 Est. Cost $194.25 Unrealized
QLYS QUALYS INC 0.8%
Value ($000) $1,366 Shares 15,700 Est. Cost $80.89 Unrealized +3.8%
AMT AMERICAN TOWER CORP 0.8%
Value ($000) $1,350 Shares 6,200 Est. Cost $183.82 Unrealized +7.3%
NICE NICE LTD 0.8%
Value ($000) $1,349 Shares 9,400 Est. Cost $107.06 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.7%
Value ($000) $1,248 Shares 5,890 Est. Cost $215.53 Unrealized
APPF APPFOLIO INC 0.6%
Value ($000) $1,065 Shares 9,600 Est. Cost $44.76 Unrealized +166.5%
IEI iShares 3-7 Year Treasury Bond ETF 0.6%
Value ($000) $1,051 Shares 7,880 Est. Cost $133.38 Unrealized
AGG iShares Core US Aggregate Bond ETF 0.6%
Value ($000) $985 Shares 8,538 Est. Cost $115.37 Unrealized
ABR ARBOR REALTY TRUST I NC 0.6%
Value ($000) $973 Shares 198,528 Est. Cost $9.76 Unrealized
SPY SPDR S&P 500 ETF TRU ST 0.6%
Value ($000) $967 Shares 3,750 Est. Cost $296.81 Unrealized
CMRE COSTAMARE INC 0.5%
Value ($000) $904 Shares 200,000 Est. Cost $6.01 Unrealized -3.8%
TDY TELEDYNE TECHNOLOGY 0.5%
Value ($000) $892 Shares 3,000 Est. Cost $336.16 Unrealized +2.2%
SAPIENS I'NTL CORPORATION N.V. 0.5%
Value ($000) $881 Shares 46,300 Est. Cost $15.92 Unrealized
SUI SUN COMMUNITIES 0.5%
Value ($000) $861 Shares 6,900 Est. Cost $128.26 Unrealized
JD JD.COM INC-ADR 0.5%
Value ($000) $846 Shares 20,900 Est. Cost $37.90 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $819 Shares 18,000 Est. Cost $48.17 Unrealized 0.0%
MSFT MICROSOFT CORP 0.5%
Value ($000) $804 Shares 5,100 Est. Cost $133.72 Unrealized +16.9%
NOW SERVICENOW INC 0.5%
Value ($000) $802 Shares 2,800 Est. Cost $37.82 Unrealized +65.3%
HEI HEICO CORP 0.5%
Value ($000) $793 Shares 10,625 Est. Cost $72.64 Unrealized +50.5%
NVDA NVIDIA CORP 0.5%
Value ($000) $791 Shares 3,000 Est. Cost $6.28 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIE S INC 0.5%
Value ($000) $770 Shares 9,200 Est. Cost $77.62 Unrealized +22.3%
RMD RESMED INC 0.4%
Value ($000) $751 Shares 5,100 Est. Cost $151.51 Unrealized 0.0%
IBB ISHARES NASDAQ BIOTE CHNOLOGY ETF 0.4%
Value ($000) $733 Shares 6,807 Est. Cost $120.51 Unrealized
CMG CHIPOTLE MEXICAN GRI LL INC 0.4%
Value ($000) $720 Shares 1,100 Est. Cost $14.10 Unrealized +12.1%
MEDP MEDPACE HOLDINGS INC 0.4%
Value ($000) $712 Shares 9,700 Est. Cost $65.55 Unrealized +32.4%
SAFEHOLD INC 0.4%
Value ($000) $696 Shares 11,000 Est. Cost $40.27 Unrealized
BRO BROWN & BROWN INC 0.4%
Value ($000) $663 Shares 18,300 Est. Cost $40.59 Unrealized 0.0%
ATLASSIAN CORP PLC 0.4%
Value ($000) $604 Shares 4,400 Est. Cost $96.14 Unrealized
PFSI PENNYMAC FINANCIAL S ERVICES INC 0.3%
Value ($000) $570 Shares 25,800 Est. Cost $28.04 Unrealized +6.4%
ENPH ENPHASE ENERGY INC 0.3%
Value ($000) $555 Shares 17,200 Est. Cost $22.76 Unrealized +65.6%
VRSK VERISK ANALYTICS INC 0.3%
Value ($000) $530 Shares 3,800 Est. Cost $111.20 Unrealized +35.7%
KRNT KORNIT DIGITAL LMTD 0.3%
Value ($000) $530 Shares 21,300 Est. Cost $21.26 Unrealized +76.1%
DXCM DEXCOM INC COM 0.3%
Value ($000) $512 Shares 1,900 Est. Cost $31.72 Unrealized +96.2%
CPRT COPART INC 0.3%
Value ($000) $493 Shares 7,200 Est. Cost $9.73 Unrealized +128.6%
BAH BOOZ ALLEN HAMILTON HOLDING CORP 0.3%
Value ($000) $487 Shares 7,100 Est. Cost $54.42 Unrealized +21.3%
FICO FAIR ISAAC CORP 0.3%
Value ($000) $462 Shares 1,500 Est. Cost $290.07 Unrealized +27.0%
RNG RINGCENTRAL INC 0.3%
Value ($000) $445 Shares 2,100 Est. Cost $164.84 Unrealized +24.9%
VIPS VIPSHOP HOLDINGS LTD 0.3%
Value ($000) $432 Shares 27,700 Est. Cost $15.60 Unrealized
TDG TRANSDIGM GROUP INC 0.2%
Value ($000) $416 Shares 1,300 Est. Cost $392.06 Unrealized +15.5%
LDOS LEIDOS HOLDINGS INC 0.2%
Value ($000) $394 Shares 4,300 Est. Cost $93.22 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LT 0.2%
Value ($000) $378 Shares 7,900 Est. Cost $58.10 Unrealized
NEWT NEWTEK BUSINESS SVSC COPRT 0.2%
Value ($000) $370 Shares 28,000 Est. Cost $22.18 Unrealized -14.3%
GLOB GLOBANT SA 0.2%
Value ($000) $360 Shares 4,100 Est. Cost $67.26 Unrealized +66.0%
RNR RENAISSANCERE HOLDINGS LTD 0.2%
Value ($000) $358 Shares 2,400 Est. Cost $186.12 Unrealized -4.4%
KLAC KLA-TENCOR CORP 0.2%
Value ($000) $345 Shares 2,400 Est. Cost $155.73 Unrealized -3.5%
DQ DAQO NEW ENERGY CORP 0.2%
Value ($000) $342 Shares 5,900 Est. Cost $57.97 Unrealized
INOVALON HOLDINGS IN C 0.2%
Value ($000) $333 Shares 20,000 Est. Cost $18.80 Unrealized
LHC GROUP INC 0.2%
Value ($000) $322 Shares 2,300 Est. Cost $119.57 Unrealized
GMAB GENMAB A/S SP ADR BIOTECH 0.2%
Value ($000) $320 Shares 15,100 Est. Cost $22.32 Unrealized
NEW ORIENTAL EDUCATI ON & TECHNOLOGY GROU 0.2%
Value ($000) $314 Shares 2,900 Est. Cost $121.38 Unrealized
TEEKAY TANKERS LTD 0.2%
Value ($000) $311 Shares 14,000 Est. Cost $22.21 Unrealized
ZTO ZTO EXPRESS CAYMAN INC 0.2%
Value ($000) $310 Shares 11,700 Est. Cost $26.50 Unrealized
KNSL KINSALE CAPITAL GROU P INC 0.2%
Value ($000) $303 Shares 2,900 Est. Cost $78.80 Unrealized +41.4%
PC-TEL INC. 0.2%
Value ($000) $299 Shares 45,000 Est. Cost $8.47 Unrealized
INVH INVITATION HOMES INC 0.2%
Value ($000) $299 Shares 14,000 Est. Cost $23.84 Unrealized 0.0%
GOLF ACUSHNET HOLDINGS CORP 0.2%
Value ($000) $298 Shares 11,600 Est. Cost $29.72 Unrealized -3.3%
PAYS PAYSIGN INC 0.2%
Value ($000) $287 Shares 55,700 Est. Cost $13.32 Unrealized -39.3%
DAVA ENDAVA PLC 0.2%
Value ($000) $285 Shares 8,100 Est. Cost $46.54 Unrealized
SLP SIMULATIONS PLUS INC 0.2%
Value ($000) $283 Shares 8,100 Est. Cost $34.28 Unrealized -4.9%
LAMR LAMAR ADVERTISING 0.2%
Value ($000) $282 Shares 5,500 Est. Cost $80.73 Unrealized
KRMD REPRO MEDSYSTEMS 0.2%
Value ($000) $270 Shares 36,000 Est. Cost $4.66 Unrealized +44.4%
SEDG SOLAREDGE TECHNOLOGI ES INC 0.2%
Value ($000) $270 Shares 3,300 Est. Cost $105.76 Unrealized 0.0%
UFPT UFP TECHNOLOGIES INC 0.2%
Value ($000) $267 Shares 7,000 Est. Cost $34.21 Unrealized +34.3%
R1 RCM INC 0.1%
Value ($000) $253 Shares 27,800 Est. Cost $12.99 Unrealized
CHCT COMMUNITY HEALTHCARE TRUST INC 0.1%
Value ($000) $253 Shares 6,600 Est. Cost $42.88 Unrealized
XPEL XPEL INC 0.1%
Value ($000) $240 Shares 24,000 Est. Cost $13.04 Unrealized +4.1%
ASML ASML HOLDING NV 0.1%
Value ($000) $235 Shares 900 Est. Cost $261.11 Unrealized
POWI POWER INTEGRATIONS 0.1%
Value ($000) $230 Shares 2,600 Est. Cost $45.43 Unrealized 0.0%
ELMD ELECTROMED INC 0.1%
Value ($000) $225 Shares 20,000 Est. Cost $10.21 Unrealized 0.0%
UMC UNITED MICROELECTRON CORPORATION 0.1%
Value ($000) $217 Shares 100,000 Est. Cost $2.17 Unrealized
ACGL ARCH CAPITAL GROUP 0.1%
Value ($000) $211 Shares 7,400 Est. Cost $32.43 Unrealized +18.8%
BIODELIVERY SCIENCES 0.1%
Value ($000) $201 Shares 53,000 Est. Cost $6.32 Unrealized
APPS DIGITAL TURBINE INC 0.1%
Value ($000) $194 Shares 45,000 Est. Cost $7.44 Unrealized -16.8%
MODEL N INC 0.1%
Value ($000) $191 Shares 8,600 Est. Cost $35.12 Unrealized
PERFICIENT INC 0.1%
Value ($000) $163 Shares 6,000 Est. Cost $46.00 Unrealized
FORTRESS TRANSPORTAT ION & INFRASTRUCTURE 0.1%
Value ($000) $144 Shares 17,600 Est. Cost $19.55 Unrealized
PAC GRUPO AEROPORTUARIO 0.1%
Value ($000) $140 Shares 2,600 Est. Cost $118.46 Unrealized
IEC ELECTRONICS CORP 0.0%
Value ($000) $16 Shares 2,652 Est. Cost $6.41 Unrealized
GREAT AJAX CORP 0.0%
Value ($000) $6 Shares 866 Est. Cost $15.50 Unrealized