Cavalier Investments, LLC Diversified Active

CIK: 0001655543 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 13, 2016

Total Value ($000): $174,254,835 (100.0% shares, 0.0% debt)

Holdings (100)

FXU First Trust Exch 11.3%
Value ($000) $19,735,369 Shares 759,637 Est. Cost $25980.00 Unrealized
XLK Technology Select Se ctor SPDR Fund 11.3%
Value ($000) $19,713,273 Shares 444,393 Est. Cost $42.83 Unrealized
XLY Consumer Discretiona ry Select Sector 11.3%
Value ($000) $19,693,764 Shares 248,973 Est. Cost $74.24 Unrealized
FXG First Trust Consumer Staples AlphaDEX Fun 11.1%
Value ($000) $19,332,904 Shares 419,187 Est. Cost $44.45 Unrealized
SHV iShares Barclays Sho rt Treasury Bond Fun 7.7%
Value ($000) $13,446,703 Shares 121,844 Est. Cost $84997.24 Unrealized
BROADCOM LTD 1.6%
Value ($000) $2,781,000 Shares 18,000 Est. Cost $154500.00 Unrealized
CLX THE CLOROX COMPANY 1.5%
Value ($000) $2,596,836 Shares 20,600 Est. Cost $95.81 Unrealized +0.3%
Reynolds American In c 1.5%
Value ($000) $2,595,996 Shares 51,600 Est. Cost $50310.00 Unrealized
PANW Palo Alto Networks I nc 1.5%
Value ($000) $2,593,926 Shares 15,900 Est. Cost $26.73 Unrealized -8.0%
ULTA Ulta Salon Cosmetics & Fragrance Inc 1.5%
Value ($000) $2,557,368 Shares 13,200 Est. Cost $172.77 Unrealized +0.8%
CALM CAL MAINE FOODS INC 1.3%
Value ($000) $2,273,658 Shares 43,800 Est. Cost $37.99 Unrealized -1.2%
POWERSHARES ETF II 1.3%
Value ($000) $2,245,662 Shares 49,948 Est. Cost $8522.58 Unrealized
VOX VANGUARD WORLD FDS 1.3%
Value ($000) $2,226,300 Shares 24,011 Est. Cost $92720.00 Unrealized
POWERSHARES XTF II 1.3%
Value ($000) $2,201,661 Shares 59,312 Est. Cost $37119.99 Unrealized
EXR EXTRA SPACE STORAGE INC. 1.2%
Value ($000) $2,177,618 Shares 23,300 Est. Cost $58.97 Unrealized +1.7%
DRI Darden Restaurants, Inc. 1.2%
Value ($000) $2,148,120 Shares 32,400 Est. Cost $46.28 Unrealized +3.4%
PSA PUBLIC STORAGE 1.2%
Value ($000) $2,072,862 Shares 7,515 Est. Cost $170.08 Unrealized 0.0%
SHY iShares 1-3 Year Treasury Bond ETF 1.0%
Value ($000) $1,705,702 Shares 20,060 Est. Cost $84.79 Unrealized
T A T & T Inc 1.0%
Value ($000) $1,656,891 Shares 42,300 Est. Cost $13.84 Unrealized 0.0%
ORLY O'Reilly Automotive, Inc. 0.9%
Value ($000) $1,587,228 Shares 5,800 Est. Cost $17.21 Unrealized -0.8%
AZO Autozone, Inc. 0.9%
Value ($000) $1,557,529 Shares 1,955 Est. Cost $758.33 Unrealized -0.2%
MO Altria Group Inc 0.9%
Value ($000) $1,547,702 Shares 24,700 Est. Cost $31.08 Unrealized 0.0%
HRL HORMEL FOODS CORP 0.9%
Value ($000) $1,522,048 Shares 35,200 Est. Cost $32.77 Unrealized 0.0%
KR Kroger Co/The 0.9%
Value ($000) $1,510,875 Shares 39,500 Est. Cost $31.60 Unrealized 0.0%
Dr Pepper Snapple Group, Inc. 0.8%
Value ($000) $1,475,430 Shares 16,500 Est. Cost $89420.00 Unrealized
RYDEX ETF TR 0.8%
Value ($000) $1,467,575 Shares 12,054 Est. Cost $121750.04 Unrealized
TLT iShares 20+ Year Tre asury Bond ETF 0.8%
Value ($000) $1,355,993 Shares 10,382 Est. Cost $63831.93 Unrealized
AYI Acuity Brands, Inc. 0.7%
Value ($000) $1,265,212 Shares 5,800 Est. Cost $210.07 Unrealized -4.9%
GILD Gilead Sciences Inc 0.7%
Value ($000) $1,203,366 Shares 13,100 Est. Cost $76.65 Unrealized -17.2%
AGG iShares Core Total U.S. Bond Market ETF 0.6%
Value ($000) $1,115,342 Shares 10,064 Est. Cost $110824.92 Unrealized
NDAQ NASDAQ INC 0.6%
Value ($000) $1,081,994 Shares 16,300 Est. Cost $17.55 Unrealized 0.0%
XLP Consumer Staples Sel ect Sector SPDR Fund 0.6%
Value ($000) $1,074,253 Shares 20,246 Est. Cost $27120.79 Unrealized
SBUX Starbucks Corp 0.6%
Value ($000) $1,050,720 Shares 17,600 Est. Cost $46.40 Unrealized +2.2%
STZ Constellation Brands Inc 0.6%
Value ($000) $1,012,454 Shares 6,701 Est. Cost $122.67 Unrealized +1.7%
BNDX Vanguard Total International Bond 0.6%
Value ($000) $998,736 Shares 18,312 Est. Cost $54539.97 Unrealized
VNQ Vanguard REIT ETF 0.5%
Value ($000) $944,594 Shares 11,272 Est. Cost $79.73 Unrealized
HEADWATERS INCORPORA TED 0.5%
Value ($000) $926,528 Shares 46,700 Est. Cost $19840.00 Unrealized
SMITH & WESSON HOLDI NG CORPORATION 0.5%
Value ($000) $870,474 Shares 32,700 Est. Cost $7749.24 Unrealized
VRSN VERISIGN INC. 0.5%
Value ($000) $867,692 Shares 9,800 Est. Cost $81.01 Unrealized 0.0%
MARKET VECTORS ETF 0.5%
Value ($000) $855,914 Shares 42,860 Est. Cost $19970.00 Unrealized
HD Home Depot Inc/The 0.5%
Value ($000) $853,952 Shares 6,400 Est. Cost $99.98 Unrealized -1.6%
VMC Vulcan Materials Company 0.5%
Value ($000) $823,446 Shares 7,800 Est. Cost $88.12 Unrealized -1.2%
TIP iShares Barclays TIP S Bond Fund 0.5%
Value ($000) $810,734 Shares 7,072 Est. Cost $17471.47 Unrealized
TIME WARNER CABLE IN C. 0.4%
Value ($000) $777,556 Shares 3,800 Est. Cost $204620.00 Unrealized
ENZL iShares MSCI New Zea land Investable Mark 0.4%
Value ($000) $762,962 Shares 18,550 Est. Cost $41130.03 Unrealized
IGOV iShares S&P/Citigrou p International Trea 0.4%
Value ($000) $735,340 Shares 7,566 Est. Cost $97190.06 Unrealized
LQD iShares iBoxx $ Inve stment Grade Corpora 0.4%
Value ($000) $727,060 Shares 6,119 Est. Cost $114.01 Unrealized
SDOG ALPS ETF TRUST 0.4%
Value ($000) $721,568 Shares 18,535 Est. Cost $38930.02 Unrealized
HYG iShares iBoxx $ High Yield Corporate Bon 0.4%
Value ($000) $717,238 Shares 8,780 Est. Cost $80.63 Unrealized
EFA iShares MSCI EAFE In dex Fund 0.4%
Value ($000) $690,321 Shares 12,077 Est. Cost $58.73 Unrealized
XLU Utilities Select Sec tor SPDR Fund 0.4%
Value ($000) $675,328 Shares 13,610 Est. Cost $49619.98 Unrealized
BIV Vanguard Intermediate-Term 0.4%
Value ($000) $663,416 Shares 7,690 Est. Cost $83.12 Unrealized
IEF iShares 7-10 Year Treasury Bond ETF 0.4%
Value ($000) $654,096 Shares 5,928 Est. Cost $105.61 Unrealized
BLV Vanguard Long-Term Bond ETF 0.3%
Value ($000) $582,151 Shares 6,257 Est. Cost $86.75 Unrealized
VANTIV INC 0.3%
Value ($000) $565,740 Shares 10,500 Est. Cost $53880.00 Unrealized
GIS GENERAL MILLS INC. 0.3%
Value ($000) $551,145 Shares 8,700 Est. Cost $41.20 Unrealized 0.0%
RYAAY Ryanair Holdings PLC 0.3%
Value ($000) $540,666 Shares 6,300 Est. Cost $85820.00 Unrealized
FIX Comfort Systems USA Inc 0.3%
Value ($000) $486,081 Shares 15,300 Est. Cost $25.01 Unrealized +6.0%
VelocityShares Daily Inverse VIX Short- 0.3%
Value ($000) $477,693 Shares 18,458 Est. Cost $25880.00 Unrealized
NAT Nordic American Tankers Limited 0.3%
Value ($000) $474,833 Shares 33,700 Est. Cost $14.89 Unrealized -10.6%
SPY Standard & Poor's Depositary Receipts 0.3%
Value ($000) $442,485 Shares 2,153 Est. Cost $191.65 Unrealized
TOTAL SYSTEM SERVICE S INC. 0.3%
Value ($000) $437,736 Shares 9,200 Est. Cost $49.78 Unrealized
NV5 Gobal Inc. 0.2%
Value ($000) $434,753 Shares 16,204 Est. Cost $18.58 Unrealized
IVV iShares Core S&P 500 ETF 0.2%
Value ($000) $429,625 Shares 2,079 Est. Cost $204.85 Unrealized
TSRYY Treasury Wine Estates Ltd 0.2%
Value ($000) $421,969 Shares 57,100 Est. Cost $7390.00 Unrealized
XLF Financial Select Sector 0.2%
Value ($000) $421,560 Shares 18,736 Est. Cost $23.82 Unrealized
LMT Lockheed Martin Corporation 0.2%
Value ($000) $420,850 Shares 1,900 Est. Cost $165.37 Unrealized -0.1%
VLRS CONTROLADORA VUELA C IA DE AVIACION 0.2%
Value ($000) $412,972 Shares 19,600 Est. Cost $17.14 Unrealized
EFX Equifax Inc 0.2%
Value ($000) $411,444 Shares 3,600 Est. Cost $98.15 Unrealized -2.4%
GLD SPDR Gold Trust 0.2%
Value ($000) $410,328 Shares 3,488 Est. Cost $117639.91 Unrealized
SDY SPDR S&P Dividend ET F 0.2%
Value ($000) $380,946 Shares 4,766 Est. Cost $73.65 Unrealized
AMN AMN Healthcare Services, Inc. 0.2%
Value ($000) $379,793 Shares 11,300 Est. Cost $29.61 Unrealized -3.4%
FGD First Trust DJ Globa l Select Dividend In 0.2%
Value ($000) $355,929 Shares 15,784 Est. Cost $21.73 Unrealized
FISV Fiserv, Inc. 0.2%
Value ($000) $348,772 Shares 3,400 Est. Cost $46.96 Unrealized +1.0%
FN FABRINET SHS 0.2%
Value ($000) $339,675 Shares 10,500 Est. Cost $26.91 Unrealized 0.0%
AAPL Apple Inc 0.2%
Value ($000) $329,586 Shares 3,024 Est. Cost $25.73 Unrealized -12.4%
MXL MAXLINEAR INC 0.2%
Value ($000) $310,800 Shares 16,800 Est. Cost $15.05 Unrealized +5.4%
WD Walker & Dunlop Inc. 0.2%
Value ($000) $308,229 Shares 12,700 Est. Cost $20.48 Unrealized -5.5%
STATE NATL COS INC 0.2%
Value ($000) $307,440 Shares 24,400 Est. Cost $12600.00 Unrealized
GLOB Globant S.A. 0.2%
Value ($000) $305,514 Shares 9,900 Est. Cost $34.66 Unrealized -13.0%
WHR Whirlpool Corp 0.2%
Value ($000) $286,921 Shares 1,591 Est. Cost $155.14 Unrealized -3.9%
Gigamon Inc. 0.2%
Value ($000) $282,282 Shares 9,100 Est. Cost $26.59 Unrealized
ORA ORMAT TECHNOLOGIES 0.2%
Value ($000) $280,432 Shares 6,800 Est. Cost $34.57 Unrealized 0.0%
VRSK VERISK ANALYTICS IN C. COM 0.2%
Value ($000) $279,720 Shares 3,500 Est. Cost $72.59 Unrealized -3.8%
ORITANI FINL CORP 0.2%
Value ($000) $264,732 Shares 15,600 Est. Cost $16970.00 Unrealized
BAC Bank of America Corporation 0.1%
Value ($000) $256,866 Shares 18,999 Est. Cost $13.32 Unrealized -18.5%
ABBV AbbVie Inc. 0.1%
Value ($000) $253,784 Shares 4,443 Est. Cost $37.96 Unrealized -2.2%
AMWD AMER WOODMARK 0.1%
Value ($000) $246,147 Shares 3,300 Est. Cost $75.42 Unrealized -10.6%
FCB Financial Holdin gs Inc 0.1%
Value ($000) $232,820 Shares 7,000 Est. Cost $35.86 Unrealized
CTRIPCOM INTL LTD 0.1%
Value ($000) $221,300 Shares 5,000 Est. Cost $46.40 Unrealized
LGIH LGI HOMES INC 0.1%
Value ($000) $217,890 Shares 9,000 Est. Cost $29.17 Unrealized -23.7%
VEA VANGUARD TAX MANAG 0.1%
Value ($000) $214,311 Shares 5,973 Est. Cost $35879.96 Unrealized
CHINA LODGING GROU 0.1%
Value ($000) $210,155 Shares 5,500 Est. Cost $38210.00 Unrealized
AMGN Amgen Inc. 0.1%
Value ($000) $202,106 Shares 1,348 Est. Cost $110.79 Unrealized 0.0%
SLB Schlumberger Ltd 0.1%
Value ($000) $200,231 Shares 2,715 Est. Cost $56.10 Unrealized -5.3%
IRMD IRADIMED CORP 0.1%
Value ($000) $191,600 Shares 10,000 Est. Cost $25.84 Unrealized -32.3%
MDXG MiMedx Group Inc. 0.1%
Value ($000) $156,446 Shares 17,900 Est. Cost $8.31 Unrealized 0.0%
LPTH LightPath Technologies, Inc. 0.1%
Value ($000) $151,500 Shares 75,000 Est. Cost $1.76 Unrealized +41.7%
FMPXX Fidelity Money Market Inst. Fund 59 0.0%
Value ($000) $78,573 Shares 78,573 Est. Cost $1000.00 Unrealized
Energy Focus Inc 0.0%
Value ($000) $78,015 Shares 10,500 Est. Cost $7430.00 Unrealized