Cavalier Investments, LLC Diversified Active

CIK: 0001655543 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 14, 2016

Total Value ($000): $164,586 (100.0% shares, 0.0% debt)

Holdings (128)

XLE Select Sector Spdr 5.4%
Value ($000) $8,927 Shares 126,425 Est. Cost $68.24 Unrealized
XLK Technology Select Sector SPDR Fund 5.3%
Value ($000) $8,704 Shares 182,172 Est. Cost $42.83 Unrealized
XLI Select Sector Spdr 5.2%
Value ($000) $8,600 Shares 147,319 Est. Cost $56.01 Unrealized
Select Sector Spdr 5.2%
Value ($000) $8,577 Shares 281,690 Est. Cost $30.45 Unrealized
XLY Select Sector Spdr 5.2%
Value ($000) $8,481 Shares 105,955 Est. Cost $79.83 Unrealized
XLB Select Sector Spdr 5.1%
Value ($000) $8,422 Shares 176,377 Est. Cost $46.34 Unrealized
XLP Select Sector Spdr 5.1%
Value ($000) $8,352 Shares 156,969 Est. Cost $2483.66 Unrealized
XLU Select Sector Spdr 5.0%
Value ($000) $8,292 Shares 169,269 Est. Cost $2907.80 Unrealized
XLV Select Sector Spdr 5.0%
Value ($000) $8,275 Shares 114,761 Est. Cost $71.71 Unrealized
XLRE Select Sector Spdr 5.0%
Value ($000) $8,255 Shares 251,896 Est. Cost $32.77 Unrealized
Reynolds American Inc. 1.5%
Value ($000) $2,433 Shares 51,600 Est. Cost $50310.00 Unrealized
DLR Digital Realty Trust Inc. 1.2%
Value ($000) $2,010 Shares 20,700 Est. Cost $70.89 Unrealized +3.4%
ULTA Ulta Salon 1.2%
Value ($000) $1,928 Shares 8,100 Est. Cost $186.58 Unrealized +35.4%
VMC Vulcan Materials Company 1.1%
Value ($000) $1,854 Shares 16,300 Est. Cost $97.86 Unrealized +11.1%
EXR Extra Space Storage Inc. 1.0%
Value ($000) $1,707 Shares 21,500 Est. Cost $58.97 Unrealized +0.4%
CLX The Clorox Company 1.0%
Value ($000) $1,665 Shares 13,300 Est. Cost $95.81 Unrealized +4.6%
ORLY OReilly Automotive Inc. 1.0%
Value ($000) $1,625 Shares 5,800 Est. Cost $17.21 Unrealized +8.9%
T AT&T Inc. 1.0%
Value ($000) $1,596 Shares 39,300 Est. Cost $13.84 Unrealized +17.7%
MO Altria Group Inc. 0.9%
Value ($000) $1,562 Shares 24,700 Est. Cost $31.08 Unrealized +11.8%
AYI Acuity Brands Inc. 0.9%
Value ($000) $1,535 Shares 5,800 Est. Cost $210.07 Unrealized +22.8%
Dr. Pepper Snapple Group Inc. 0.9%
Value ($000) $1,461 Shares 16,000 Est. Cost $89420.00 Unrealized
SOXX ISHARES TRUST 0.8%
Value ($000) $1,383 Shares 12,243 Est. Cost $112.96 Unrealized
IYJ ISHARES TRUST 0.8%
Value ($000) $1,357 Shares 11,863 Est. Cost $114.39 Unrealized
IWS ISHARES TRUST 0.8%
Value ($000) $1,355 Shares 17,647 Est. Cost $76.78 Unrealized
IYC ISHARES TRUST 0.8%
Value ($000) $1,348 Shares 9,165 Est. Cost $147.08 Unrealized
IYY ISHARES TRUST 0.8%
Value ($000) $1,343 Shares 12,379 Est. Cost $108.49 Unrealized
IWB ISHARES TRUST 0.8%
Value ($000) $1,342 Shares 11,140 Est. Cost $120.47 Unrealized
IWD ISHARES TRUST 0.8%
Value ($000) $1,341 Shares 12,693 Est. Cost $105.65 Unrealized
SLV Ishares Silver Trust 0.8%
Value ($000) $1,334 Shares 73,292 Est. Cost $18.20 Unrealized
IYF ISHARES TRUST 0.8%
Value ($000) $1,330 Shares 14,779 Est. Cost $89.99 Unrealized
IYH ISHARES TRUST 0.8%
Value ($000) $1,330 Shares 8,857 Est. Cost $150.16 Unrealized
ORA Ormat Technologies 0.8%
Value ($000) $1,278 Shares 26,400 Est. Cost $38.99 Unrealized +13.8%
Avago Techonologies Ltd. 0.7%
Value ($000) $1,190 Shares 6,900 Est. Cost $154500.00 Unrealized
STZ Constellation Brands Inc. 0.7%
Value ($000) $1,116 Shares 6,701 Est. Cost $122.67 Unrealized +16.6%
LGIH LGI Homes Inc 0.7%
Value ($000) $1,105 Shares 30,000 Est. Cost $28.15 Unrealized +25.3%
NDAQ Nasdaq Inc 0.7%
Value ($000) $1,101 Shares 16,300 Est. Cost $17.55 Unrealized +13.2%
PSA Public Storage 0.7%
Value ($000) $1,097 Shares 4,915 Est. Cost $170.08 Unrealized -6.1%
HRL Hormel Foods Corp 0.7%
Value ($000) $1,081 Shares 28,500 Est. Cost $32.05 Unrealized -8.2%
AMAT Applied Materials Inc. 0.6%
Value ($000) $1,068 Shares 35,437 Est. Cost $25.12 Unrealized 0.0%
Credit Suisse Nassau Branch 0.6%
Value ($000) $1,066 Shares 28,463 Est. Cost $37.45 Unrealized
First Trust Aberdeen 0.6%
Value ($000) $990 Shares 84,037 Est. Cost $11.78 Unrealized
BlackRock Preferred and Equity Advantage 0.6%
Value ($000) $980 Shares 73,392 Est. Cost $13.35 Unrealized
Oclaro Inc 0.5%
Value ($000) $898 Shares 105,000 Est. Cost $4.88 Unrealized
Smith & Wesson Holding Corporation 0.5%
Value ($000) $869 Shares 32,700 Est. Cost $7749.24 Unrealized
Tortoise Pipeline 0.5%
Value ($000) $851 Shares 40,174 Est. Cost $21.18 Unrealized
AWK American Water Wor 0.5%
Value ($000) $846 Shares 11,300 Est. Cost $61.85 Unrealized +5.6%
HD The Home Depot Inc. 0.5%
Value ($000) $824 Shares 6,400 Est. Cost $99.98 Unrealized +6.4%
SENIOR LN PORT 0.5%
Value ($000) $793 Shares 34,151 Est. Cost $23.22 Unrealized
Powershares Xtf Ii 0.5%
Value ($000) $792 Shares 31,035 Est. Cost $25.52 Unrealized
SYY Sysco Corporation 0.5%
Value ($000) $780 Shares 17,157 Est. Cost $39.42 Unrealized +2.1%
MXL Maxlinear Inc 0.5%
Value ($000) $766 Shares 37,800 Est. Cost $17.00 Unrealized +15.5%
AMZN Amazon.com Inc. 0.5%
Value ($000) $754 Shares 900 Est. Cost $33.82 Unrealized +13.2%
SHV ISHARES TRUST 0.4%
Value ($000) $730 Shares 6,615 Est. Cost $84997.24 Unrealized
Cyrusone Inc 0.4%
Value ($000) $728 Shares 15,300 Est. Cost $50.28 Unrealized
NTGR Netgear Inc 0.4%
Value ($000) $726 Shares 12,000 Est. Cost $28.72 Unrealized +17.5%
PATK Patrick Inds Inc 0.4%
Value ($000) $724 Shares 11,700 Est. Cost $19.83 Unrealized +26.0%
Drew Industries 0.4%
Value ($000) $676 Shares 6,900 Est. Cost $84.78 Unrealized
TSN Tyson Foods Inc. 0.4%
Value ($000) $672 Shares 9,000 Est. Cost $57.86 Unrealized 0.0%
NVDA Nvidia Corp 0.4%
Value ($000) $658 Shares 9,600 Est. Cost $1.01 Unrealized +43.5%
SJM J.M. Smucker Company 0.4%
Value ($000) $651 Shares 4,800 Est. Cost $109.93 Unrealized 0.0%
UGI UGI Corp 0.4%
Value ($000) $629 Shares 13,900 Est. Cost $42.14 Unrealized +8.3%
Vantiv Inc 0.4%
Value ($000) $591 Shares 10,500 Est. Cost $53880.00 Unrealized
DY Dycom Industries Inc. 0.3%
Value ($000) $564 Shares 6,900 Est. Cost $79.59 Unrealized +10.9%
GIS General Mills Inc. 0.3%
Value ($000) $556 Shares 8,700 Est. Cost $41.20 Unrealized +21.4%
SPY Spdr S&P 500 Etf Trust 0.3%
Value ($000) $530 Shares 2,448 Est. Cost $197.08 Unrealized
CMS CMS Energy Corporation 0.3%
Value ($000) $504 Shares 12,000 Est. Cost $31.62 Unrealized +4.7%
BG STAFFING INC 0.3%
Value ($000) $498 Shares 32,200 Est. Cost $18.91 Unrealized
EFX Equifax Inc. 0.3%
Value ($000) $484 Shares 3,600 Est. Cost $98.15 Unrealized +23.8%
AVENUE INCOME CREDIT STRATEGIES FD 0.3%
Value ($000) $476 Shares 36,667 Est. Cost $12.98 Unrealized
FN FABRINET SHS 0.3%
Value ($000) $468 Shares 10,500 Est. Cost $26.91 Unrealized +47.5%
EMB ISHARES TRUST 0.3%
Value ($000) $462 Shares 3,944 Est. Cost $115.12 Unrealized
LMT Lockheed Martin Corporation 0.3%
Value ($000) $455 Shares 1,900 Est. Cost $165.37 Unrealized +17.8%
Advent Claymore Convertible Securities a 0.3%
Value ($000) $449 Shares 30,784 Est. Cost $14.59 Unrealized
INGR Ingredion Incorporated 0.3%
Value ($000) $426 Shares 3,200 Est. Cost $116.35 Unrealized +14.8%
ICLR Icon 0.2%
Value ($000) $373 Shares 4,824 Est. Cost $75.14 Unrealized 0.0%
SDY Spdr Series Trust 0.2%
Value ($000) $350 Shares 4,151 Est. Cost $73.65 Unrealized
HDSN Hudson Technologes 0.2%
Value ($000) $346 Shares 52,000 Est. Cost $5.28 Unrealized 0.0%
Xinyuan Real Estate Co. Ltd. 0.2%
Value ($000) $341 Shares 54,000 Est. Cost $4.91 Unrealized
FISV FiServ Inc. 0.2%
Value ($000) $338 Shares 3,400 Est. Cost $46.96 Unrealized +11.7%
WB Weibo Corporation 0.2%
Value ($000) $326 Shares 6,500 Est. Cost $50.15 Unrealized
FGD First Trust Exch 0.2%
Value ($000) $320 Shares 13,612 Est. Cost $21.73 Unrealized
XRAY DENTSPLY SIRONA INC 0.2%
Value ($000) $316 Shares 5,322 Est. Cost $61.44 Unrealized 0.0%
PYPL Paypal Holdings Incorporation 0.2%
Value ($000) $312 Shares 7,607 Est. Cost $38.34 Unrealized 0.0%
Franklin Financial Network Inc 0.2%
Value ($000) $310 Shares 8,300 Est. Cost $31.33 Unrealized
QRVO Qorvo Inc 0.2%
Value ($000) $307 Shares 5,499 Est. Cost $56.72 Unrealized 0.0%
NXPI NXP Semiconductors NV 0.2%
Value ($000) $303 Shares 2,975 Est. Cost $75.31 Unrealized 0.0%
AKAM Akamai Technologies Inc. 0.2%
Value ($000) $301 Shares 5,677 Est. Cost $53.52 Unrealized 0.0%
Marine Harvest Asa 0.2%
Value ($000) $299 Shares 16,700 Est. Cost $16.89 Unrealized
Supreme Inds Inc 0.2%
Value ($000) $299 Shares 15,500 Est. Cost $19.29 Unrealized
Orbotech 0.2%
Value ($000) $296 Shares 10,000 Est. Cost $29.60 Unrealized
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $292 Shares 6,600 Est. Cost $44.24 Unrealized
CHKP Check Point Sftwre 0.2%
Value ($000) $291 Shares 3,754 Est. Cost $77.56 Unrealized 0.0%
ALGN Align Technology I 0.2%
Value ($000) $291 Shares 3,100 Est. Cost $90.43 Unrealized 0.0%
RYAAY Ryanair LTD 0.2%
Value ($000) $287 Shares 3,823 Est. Cost $85820.00 Unrealized
AHRT Armada Hoffler Pptys Inc 0.2%
Value ($000) $283 Shares 21,100 Est. Cost $13.74 Unrealized
NSA National Storage Affiliates Trust 0.2%
Value ($000) $279 Shares 13,300 Est. Cost $20.98 Unrealized
Ubiquiti Networks Inc 0.2%
Value ($000) $278 Shares 5,200 Est. Cost $53.46 Unrealized
Gigamon Inc 0.2%
Value ($000) $274 Shares 5,000 Est. Cost $26.59 Unrealized
HMY Harmony Gold Mining Co Ltd 0.2%
Value ($000) $274 Shares 78,400 Est. Cost $3.61 Unrealized
PAYC Paycom Software Inc 0.2%
Value ($000) $271 Shares 5,400 Est. Cost $47.86 Unrealized 0.0%
TOL Toll Brothers Inc. 0.2%
Value ($000) $267 Shares 8,928 Est. Cost $28.89 Unrealized 0.0%
NI NiSource Inc. 0.2%
Value ($000) $265 Shares 11,000 Est. Cost $18.54 Unrealized 0.0%
NEW Oriental Educa 0.2%
Value ($000) $264 Shares 5,700 Est. Cost $41.82 Unrealized
Oritani Finl Corp 0.1%
Value ($000) $245 Shares 15,600 Est. Cost $16970.00 Unrealized
BIIB Biogen Inc 0.1%
Value ($000) $241 Shares 770 Est. Cost $296.18 Unrealized 0.0%
EXPGY Experian 0.1%
Value ($000) $238 Shares 11,922 Est. Cost $19.96 Unrealized
Celgene Corporation 0.1%
Value ($000) $233 Shares 2,233 Est. Cost $104.34 Unrealized
DQ Daqo New Energy Co 0.1%
Value ($000) $233 Shares 11,000 Est. Cost $21.18 Unrealized
Taser Intl Inc 0.1%
Value ($000) $231 Shares 8,067 Est. Cost $28.64 Unrealized
MSCI MSCI Inc. 0.1%
Value ($000) $231 Shares 2,754 Est. Cost $76.86 Unrealized 0.0%
Aon plc 0.1%
Value ($000) $223 Shares 1,983 Est. Cost $112.46 Unrealized
Eldorado Resorts Inc 0.1%
Value ($000) $221 Shares 15,700 Est. Cost $14.08 Unrealized
SHY ISHARES TRUST 0.1%
Value ($000) $221 Shares 2,595 Est. Cost $84.90 Unrealized
GILD Gilead Sciences Inc. 0.1%
Value ($000) $218 Shares 2,750 Est. Cost $57.78 Unrealized 0.0%
NSP INSPERITY INC 0.1%
Value ($000) $218 Shares 3,000 Est. Cost $25.73 Unrealized +11.2%
ZBH Zimmer Biomet Holdings Inc 0.1%
Value ($000) $217 Shares 1,666 Est. Cost $114.42 Unrealized 0.0%
BABA Alibaba Group Holding Ltd 0.1%
Value ($000) $216 Shares 2,041 Est. Cost $105.83 Unrealized
GOOGL Alphabet Inc. 0.1%
Value ($000) $215 Shares 268 Est. Cost $38.82 Unrealized 0.0%
SBUX Starbucks Corporation 0.1%
Value ($000) $210 Shares 3,878 Est. Cost $46.40 Unrealized -1.2%
The Priceline Group Inc 0.1%
Value ($000) $209 Shares 142 Est. Cost $1471.83 Unrealized
JRVR James River Holdings 0.1%
Value ($000) $206 Shares 5,700 Est. Cost $35.15 Unrealized 0.0%
Panera Bread Co 0.1%
Value ($000) $203 Shares 1,045 Est. Cost $194.26 Unrealized
WLDN Willdan Group Inc 0.1%
Value ($000) $193 Shares 11,000 Est. Cost $14.37 Unrealized 0.0%
CTRE CARETRUST REIT INC 0.1%
Value ($000) $185 Shares 12,500 Est. Cost $14.80 Unrealized
Sorl Auto Parts 0.1%
Value ($000) $161 Shares 42,300 Est. Cost $3.81 Unrealized
MDXG Mimedx Group Inc 0.1%
Value ($000) $154 Shares 17,900 Est. Cost $8.31 Unrealized -4.7%
RITM NEW Residential Invt Corp 0.1%
Value ($000) $149 Shares 10,800 Est. Cost $13.80 Unrealized
Meetme Inc 0.1%
Value ($000) $136 Shares 22,000 Est. Cost $5.33 Unrealized