Cavalier Investments, LLC Diversified Active

CIK: 0001655543 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 13, 2018

Total Value ($000): $250,470 (100.0% shares, 0.0% debt)

Holdings (131)

XLK Select Sector Spdr 4.7%
Value ($000) $11,762 Shares 183,922 Est. Cost $44.85 Unrealized
XLP Select Sector Spdr 4.6%
Value ($000) $11,582 Shares 203,588 Est. Cost $55.10 Unrealized
XLV Select Sector Spdr 4.6%
Value ($000) $11,566 Shares 139,889 Est. Cost $82.55 Unrealized
XLRE Select Sector Spdr 4.6%
Value ($000) $11,499 Shares 349,087 Est. Cost $31.74 Unrealized
XLI Select Sector Spdr 4.6%
Value ($000) $11,404 Shares 150,803 Est. Cost $60.17 Unrealized
XLF SELECT SECTOR SPDR TR 4.5%
Value ($000) $11,198 Shares 401,235 Est. Cost $23.80 Unrealized
XLB Select Sector Spdr 4.5%
Value ($000) $11,189 Shares 184,852 Est. Cost $48.93 Unrealized
JOHN HANCOCK EXCHANGE TRADED F 4.4%
Value ($000) $10,982 Shares 370,263 Est. Cost $29.66 Unrealized
XLY Select Sector Spdr 4.3%
Value ($000) $10,838 Shares 109,821 Est. Cost $82.05 Unrealized
XLU Select Sector Spdr 4.0%
Value ($000) $9,948 Shares 188,832 Est. Cost $51.42 Unrealized
USMV ISHARES TR 1.6%
Value ($000) $3,941 Shares 74,669 Est. Cost $50.05 Unrealized
IVV ISHARES TR 1.6%
Value ($000) $3,941 Shares 16,658 Est. Cost $251.17 Unrealized
NVDA Nvidia Corp 1.5%
Value ($000) $3,677 Shares 19,000 Est. Cost $1.65 Unrealized +197.1%
SPY Spdr S&P 500 Etf Trust 1.5%
Value ($000) $3,667 Shares 13,741 Est. Cost $245.95 Unrealized
IJH ISHARES TR 1.4%
Value ($000) $3,427 Shares 18,057 Est. Cost $178.16 Unrealized
EWY Ishares Inc 1.3%
Value ($000) $3,179 Shares 42,406 Est. Cost $74.97 Unrealized
EWH Ishares Inc 1.3%
Value ($000) $3,142 Shares 123,588 Est. Cost $25.42 Unrealized
IDU U.S. UTILITS ETF 1.2%
Value ($000) $3,125 Shares 23,518 Est. Cost $132.88 Unrealized
INDY ISHARES TRUST 1.2%
Value ($000) $3,123 Shares 84,146 Est. Cost $34.43 Unrealized
ITA ISHARES TRUST U.S. AER&DEF ETF 1.2%
Value ($000) $3,106 Shares 16,513 Est. Cost $163.40 Unrealized
IYW ISHARES TR U.S. TECH ETF 1.2%
Value ($000) $3,094 Shares 19,006 Est. Cost $150.63 Unrealized
IHI ISHARES TRUST 1.2%
Value ($000) $3,086 Shares 17,788 Est. Cost $160.26 Unrealized
SOXX ISHARES TRUST 1.2%
Value ($000) $3,083 Shares 18,154 Est. Cost $135.16 Unrealized
XBI Spdr Series Trust 1.2%
Value ($000) $3,076 Shares 36,245 Est. Cost $84.87 Unrealized
VEA Vanguard Tax Manag 1.2%
Value ($000) $2,967 Shares 66,137 Est. Cost $44.86 Unrealized
AMAT Applied Materials Inc. 1.0%
Value ($000) $2,596 Shares 50,778 Est. Cost $35.79 Unrealized +38.1%
IWN ISHARES TR 1.0%
Value ($000) $2,570 Shares 20,439 Est. Cost $120.54 Unrealized
WB Weibo Corporation 1.0%
Value ($000) $2,518 Shares 24,340 Est. Cost $51.80 Unrealized
IPGP IPG Photonics Corp 0.9%
Value ($000) $2,313 Shares 10,800 Est. Cost $188.75 Unrealized +12.5%
PKG Packaging Corporation of America 0.9%
Value ($000) $2,146 Shares 17,800 Est. Cost $85.38 Unrealized +6.5%
Arista Networks Inc 0.8%
Value ($000) $1,979 Shares 8,400 Est. Cost $164.32 Unrealized
CSX CSX Corporation 0.8%
Value ($000) $1,942 Shares 35,300 Est. Cost $15.46 Unrealized +2.6%
SQM Sociedad Quimica y Minera de Chile S A 0.8%
Value ($000) $1,930 Shares 32,500 Est. Cost $41.16 Unrealized
AVY Avery Dennison Corporation 0.8%
Value ($000) $1,884 Shares 16,400 Est. Cost $93.55 Unrealized 0.0%
UCTT Ultra Clean Hldgs 0.7%
Value ($000) $1,759 Shares 76,200 Est. Cost $19.41 Unrealized +32.0%
CGNX Cognex Corp 0.7%
Value ($000) $1,737 Shares 28,400 Est. Cost $43.93 Unrealized +35.2%
VEEV Veeva Systems Inc 0.7%
Value ($000) $1,697 Shares 30,700 Est. Cost $59.53 Unrealized -1.1%
NutriSystem Inc. 0.6%
Value ($000) $1,583 Shares 30,100 Est. Cost $53.77 Unrealized
STM STMicroelectronics N.V. 0.6%
Value ($000) $1,555 Shares 71,200 Est. Cost $15.46 Unrealized
China Lodging Grou 0.6%
Value ($000) $1,517 Shares 10,500 Est. Cost $102.88 Unrealized
TAL TAL Ed Group 0.6%
Value ($000) $1,393 Shares 46,900 Est. Cost $33.04 Unrealized
CORT Corcept Therapeutics Inc Com 0.5%
Value ($000) $1,373 Shares 76,000 Est. Cost $17.06 Unrealized +6.2%
REXR Rexford Industrial Realty Inc. 0.5%
Value ($000) $1,318 Shares 45,200 Est. Cost $24.33 Unrealized
EXEL Exelixis Inc 0.5%
Value ($000) $1,316 Shares 43,300 Est. Cost $26.61 Unrealized -0.0%
AA ALCOA CORP 0.5%
Value ($000) $1,271 Shares 23,600 Est. Cost $43.68 Unrealized 0.0%
RACE Ferrari N V 0.5%
Value ($000) $1,195 Shares 11,400 Est. Cost $75.90 Unrealized +46.5%
Kemet Corporation 0.5%
Value ($000) $1,167 Shares 77,500 Est. Cost $16.49 Unrealized
CC The Chemours Company LLC 0.5%
Value ($000) $1,161 Shares 23,200 Est. Cost $34.56 Unrealized +11.1%
ISRG Intuitive Surgical 0.5%
Value ($000) $1,133 Shares 3,105 Est. Cost $111.93 Unrealized +11.8%
MU Micron Technology Inc. 0.4%
Value ($000) $1,127 Shares 27,400 Est. Cost $25.39 Unrealized +65.5%
ALGN Align Technology I 0.4%
Value ($000) $1,111 Shares 5,000 Est. Cost $91.36 Unrealized +148.6%
MC Moelis & Company 0.4%
Value ($000) $1,077 Shares 22,209 Est. Cost $21.95 Unrealized +13.9%
ACLS Axcelis Technologies Inc. 0.4%
Value ($000) $1,071 Shares 37,300 Est. Cost $22.14 Unrealized +42.1%
NVR NVR Inc 0.4%
Value ($000) $1,070 Shares 305 Est. Cost $3037.76 Unrealized +7.1%
DQ Daqo New Energy Co 0.4%
Value ($000) $1,040 Shares 17,500 Est. Cost $59.43 Unrealized
PYPL Paypal Holdings Incorporation 0.4%
Value ($000) $1,031 Shares 14,000 Est. Cost $72.14 Unrealized 0.0%
MTD Mettler-Toledo International Inc 0.4%
Value ($000) $991 Shares 1,600 Est. Cost $426.43 Unrealized +50.0%
JOHN HANCOCK EXCHANGE TRADED F 0.4%
Value ($000) $986 Shares 35,850 Est. Cost $26.99 Unrealized
EXTR Extreme Networks Inc. 0.4%
Value ($000) $977 Shares 78,000 Est. Cost $11.71 Unrealized +5.4%
XLE Select Sector Spdr 0.4%
Value ($000) $952 Shares 13,181 Est. Cost $71.17 Unrealized
OLED Universal Display 0.4%
Value ($000) $950 Shares 5,500 Est. Cost $129.92 Unrealized +16.3%
EC Ecopetrol S.A. 0.4%
Value ($000) $891 Shares 60,900 Est. Cost $14.63 Unrealized
BIDU Baidu Inc. 0.4%
Value ($000) $890 Shares 3,800 Est. Cost $242.45 Unrealized
BCC Boise Cascade Co 0.4%
Value ($000) $878 Shares 22,000 Est. Cost $24.90 Unrealized 0.0%
51job Inc 0.3%
Value ($000) $867 Shares 14,250 Est. Cost $60.61 Unrealized
PII Polaris Industries 0.3%
Value ($000) $856 Shares 6,900 Est. Cost $118.67 Unrealized 0.0%
DXC DXC Technology 0.3%
Value ($000) $854 Shares 9,000 Est. Cost $76.85 Unrealized 0.0%
FMC FMC Corporation 0.3%
Value ($000) $847 Shares 8,950 Est. Cost $65.31 Unrealized 0.0%
JOHN HANCOCK EXCHANGE TRADED F 0.3%
Value ($000) $828 Shares 27,086 Est. Cost $27.70 Unrealized
SONY Sony Corporation 0.3%
Value ($000) $827 Shares 18,400 Est. Cost $44.95 Unrealized
BAX Baxter International, Inc. 0.3%
Value ($000) $821 Shares 12,700 Est. Cost $40.92 Unrealized +36.3%
KRO Kronos Worldwide 0.3%
Value ($000) $814 Shares 31,600 Est. Cost $14.91 Unrealized +14.8%
VWO Vanguard Intl Equi 0.3%
Value ($000) $781 Shares 17,010 Est. Cost $45.91 Unrealized
ASML ASML Holding N.V. 0.3%
Value ($000) $769 Shares 4,425 Est. Cost $172.67 Unrealized
ATHM Autohome Inc 0.3%
Value ($000) $763 Shares 11,800 Est. Cost $62.53 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.3%
Value ($000) $739 Shares 16,500 Est. Cost $44.79 Unrealized
ROG Rogers Corp 0.3%
Value ($000) $729 Shares 4,500 Est. Cost $118.50 Unrealized +27.2%
PPC Pilgrims Pride Corporation 0.3%
Value ($000) $708 Shares 22,800 Est. Cost $32.65 Unrealized 0.0%
BABA Alibaba Group Holding Ltd 0.3%
Value ($000) $707 Shares 4,100 Est. Cost $160.52 Unrealized
TECK Teck Resources Limited 0.3%
Value ($000) $680 Shares 26,000 Est. Cost $21.64 Unrealized +5.3%
PHM Pulte Group Inc 0.2%
Value ($000) $602 Shares 18,093 Est. Cost $24.22 Unrealized +17.1%
RITM NEW Residential Invt Corp 0.2%
Value ($000) $594 Shares 33,200 Est. Cost $15.95 Unrealized
Vmware Inc 0.2%
Value ($000) $589 Shares 4,700 Est. Cost $92.13 Unrealized
TOL Toll Brothers, Inc. 0.2%
Value ($000) $535 Shares 11,136 Est. Cost $36.15 Unrealized +27.3%
JOHN HANCOCK EXCHANGE TRADED F 0.2%
Value ($000) $528 Shares 14,698 Est. Cost $30.79 Unrealized
APPF Appfolio Incorporation 0.2%
Value ($000) $510 Shares 12,300 Est. Cost $39.31 Unrealized +14.1%
Carlyle Group LP 0.2%
Value ($000) $488 Shares 21,300 Est. Cost $23.62 Unrealized
COHU COHU INC 0.2%
Value ($000) $485 Shares 22,100 Est. Cost $18.29 Unrealized +26.6%
NMIH NMI Holdings Inc 0.2%
Value ($000) $474 Shares 27,900 Est. Cost $11.58 Unrealized +34.8%
CAT Caterpillar Inc 0.2%
Value ($000) $473 Shares 3,000 Est. Cost $116.31 Unrealized 0.0%
IDXX Idexx Laboratories 0.2%
Value ($000) $469 Shares 3,000 Est. Cost $114.12 Unrealized +37.9%
WLK Westlake Chemical Corporation 0.2%
Value ($000) $469 Shares 4,400 Est. Cost $81.78 Unrealized 0.0%
ON ON Semiconductor Corp. 0.2%
Value ($000) $454 Shares 21,700 Est. Cost $16.09 Unrealized +26.7%
Eldorado Resorts Inc 0.2%
Value ($000) $448 Shares 13,500 Est. Cost $33.19 Unrealized
FOXF Fox Factory Holding Corporation 0.2%
Value ($000) $447 Shares 11,500 Est. Cost $38.85 Unrealized +4.1%
WDC Western Digital Corp. 0.2%
Value ($000) $445 Shares 5,600 Est. Cost $59.93 Unrealized -2.4%
CENTENNIAL RESOURCE DEV INC 0.2%
Value ($000) $436 Shares 22,000 Est. Cost $17.95 Unrealized
HD The Home Depot, Inc. 0.2%
Value ($000) $426 Shares 2,250 Est. Cost $141.67 Unrealized 0.0%
SWK Stanley Black & Decker, Inc. 0.2%
Value ($000) $424 Shares 2,500 Est. Cost $130.86 Unrealized 0.0%
PAYC Paycom Software Inc 0.2%
Value ($000) $418 Shares 5,200 Est. Cost $78.40 Unrealized 0.0%
AXP American Express Company 0.2%
Value ($000) $417 Shares 4,200 Est. Cost $85.24 Unrealized 0.0%
TNET Trinet Group Inc 0.2%
Value ($000) $417 Shares 9,400 Est. Cost $39.01 Unrealized 0.0%
ZTS Zoetis Inc. 0.2%
Value ($000) $411 Shares 5,700 Est. Cost $64.45 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $407 Shares 2,400 Est. Cost $151.96 Unrealized 0.0%
TXN Texas Instruments Incorporated 0.2%
Value ($000) $407 Shares 3,900 Est. Cost $60.64 Unrealized +28.1%
Lam Research Corporation 0.2%
Value ($000) $405 Shares 2,200 Est. Cost $185.00 Unrealized
Blackstone Group L 0.2%
Value ($000) $403 Shares 12,586 Est. Cost $32.79 Unrealized
CPRT Copart Inc 0.2%
Value ($000) $402 Shares 9,300 Est. Cost $9.73 Unrealized 0.0%
JOHN HANCOCK EXCHANGE TRADED F 0.2%
Value ($000) $401 Shares 11,425 Est. Cost $30.13 Unrealized
Enviva Partners LP / Enviva Partners Fin 0.2%
Value ($000) $401 Shares 14,500 Est. Cost $28.07 Unrealized
GOGL Golden Ocean Group Ltd 0.2%
Value ($000) $391 Shares 48,000 Est. Cost $8.15 Unrealized
Electro Scientific Industries Inc. 0.2%
Value ($000) $386 Shares 18,000 Est. Cost $21.44 Unrealized
World Wrestling En 0.2%
Value ($000) $385 Shares 12,600 Est. Cost $30.56 Unrealized
NFLX Netflix, Inc. 0.2%
Value ($000) $384 Shares 2,000 Est. Cost $17.44 Unrealized +10.4%
Coherent Inc 0.1%
Value ($000) $367 Shares 1,300 Est. Cost $235.38 Unrealized
STRL Sterling Construct 0.1%
Value ($000) $358 Shares 22,000 Est. Cost $12.63 Unrealized +30.4%
CHKP Check Point Sftwre 0.1%
Value ($000) $352 Shares 3,400 Est. Cost $87.24 Unrealized +24.5%
TGB Taseko Mines LTD 0.1%
Value ($000) $331 Shares 142,000 Est. Cost $1.64 Unrealized +32.0%
CCU Compania Cervecerias Unidas S.A. 0.1%
Value ($000) $325 Shares 11,000 Est. Cost $29.55 Unrealized
ABR ARBOR REALTY INC 0.1%
Value ($000) $323 Shares 37,400 Est. Cost $8.21 Unrealized
JOHN HANCOCK EXCHANGE TRADED F 0.1%
Value ($000) $317 Shares 8,636 Est. Cost $32.82 Unrealized
Pointer Telocation 0.1%
Value ($000) $312 Shares 16,800 Est. Cost $16.96 Unrealized
MBUU Malibu Boats Inc 0.1%
Value ($000) $299 Shares 10,044 Est. Cost $27.65 Unrealized +10.3%
TWIN Twin Disc Inc 0.1%
Value ($000) $279 Shares 10,500 Est. Cost $23.67 Unrealized 0.0%
Check Point Sftwre 0.1%
Value ($000) $261 Shares 22,000 Est. Cost $11.86 Unrealized
Utstarcom Holdings 0.1%
Value ($000) $259 Shares 46,000 Est. Cost $5.63 Unrealized
Xcerra Corporation 0.1%
Value ($000) $241 Shares 24,600 Est. Cost $9.80 Unrealized
INTT Intest Corp 0.1%
Value ($000) $214 Shares 24,700 Est. Cost $8.88 Unrealized 0.0%
CTRE CARETRUST REIT INC 0.1%
Value ($000) $210 Shares 12,500 Est. Cost $14.80 Unrealized
MASTR ASSET TR 07-25-2034 0.1%
Value ($000) $204 Shares 207,223 Est. Cost $0.98 Unrealized
TRNO Terreno Realty Cor 0.1%
Value ($000) $200 Shares 5,700 Est. Cost $36.14 Unrealized