Cavalier Investments, LLC Diversified Active

CIK: 0001655543 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 3, 2019

Total Value ($000): $243,247 (100.0% shares, 0.0% debt)

Holdings (117)

XLK Technology Select Se ctor SPDR Fund 6.0%
Value ($000) $14,668 Shares 198,218 Est. Cost $56.83 Unrealized
XLI Industrial Select Se ctor SPDR Fund 5.6%
Value ($000) $13,527 Shares 180,286 Est. Cost $75.30 Unrealized
XLB Materials Select Sec tor SPDR Fund 4.3%
Value ($000) $10,362 Shares 186,699 Est. Cost $55.50 Unrealized
XLE Energy Select Sector SPDR Fund 4.2%
Value ($000) $10,263 Shares 155,218 Est. Cost $65.98 Unrealized
XLY Consumer Discretionary Select Sector SPD 3.9%
Value ($000) $9,408 Shares 82,633 Est. Cost $92.39 Unrealized
XLRE Real Estate Select S ector SPDR Fund 3.8%
Value ($000) $9,216 Shares 254,448 Est. Cost $32.11 Unrealized
XLU Utilities Select Sec tor SPDR Fund 3.7%
Value ($000) $8,947 Shares 153,800 Est. Cost $52.60 Unrealized
XLC Communication Servic es Select Sector SPD 3.6%
Value ($000) $8,852 Shares 189,276 Est. Cost $46.77 Unrealized
XLF Financial Select Sec tor SPDR Fund 3.5%
Value ($000) $8,410 Shares 327,100 Est. Cost $24.95 Unrealized
USMV iShares Edge MSCI Mi n Vol USA ETF 2.8%
Value ($000) $6,845 Shares 116,435 Est. Cost $52.61 Unrealized
IVV iShares Core S&P 500 ETF 2.7%
Value ($000) $6,655 Shares 23,388 Est. Cost $66.92 Unrealized
GLD SPDR Gold Shares 2.1%
Value ($000) $5,103 Shares 41,821 Est. Cost $122.02 Unrealized
SHY iShares 1-3 Year Treasury Bond ETF 2.1%
Value ($000) $5,006 Shares 59,550 Est. Cost $83.62 Unrealized
IEI iShares 3-7 Year Treasury Bond ETF 1.7%
Value ($000) $4,165 Shares 33,838 Est. Cost $121.40 Unrealized
IHI iShares U.S. Medical Devices ETF 1.3%
Value ($000) $3,088 Shares 13,339 Est. Cost $165.00 Unrealized
SPDR Bloomberg Barclays High Yield Bond 1.3%
Value ($000) $3,083 Shares 85,719 Est. Cost $35.97 Unrealized
BA Boeing Co/The 1.2%
Value ($000) $2,918 Shares 7,650 Est. Cost $337.77 Unrealized +11.1%
PAYC Paycom Software Inc 1.1%
Value ($000) $2,771 Shares 14,650 Est. Cost $101.84 Unrealized +56.3%
ADBE Adobe Systems Inc 1.1%
Value ($000) $2,762 Shares 10,365 Est. Cost $239.63 Unrealized +5.2%
GDX VanEck Vectors Gold Miners ETF 1.1%
Value ($000) $2,604 Shares 116,134 Est. Cost $22.42 Unrealized
ABR Arbor Realty Trust I nc 1.1%
Value ($000) $2,575 Shares 198,528 Est. Cost $9.76 Unrealized
AMZN Amazon.com Inc 1.0%
Value ($000) $2,534 Shares 1,423 Est. Cost $89.26 Unrealized -6.8%
FTNT Fortinet Inc 1.0%
Value ($000) $2,423 Shares 28,850 Est. Cost $14.45 Unrealized +10.3%
VOX Vanguard Communication Servic 1.0%
Value ($000) $2,352 Shares 28,161 Est. Cost $83.52 Unrealized
ABIOMED Inc 1.0%
Value ($000) $2,349 Shares 8,225 Est. Cost $307.71 Unrealized
IBB iShares Nasdaq Biote chnology ETF 1.0%
Value ($000) $2,343 Shares 20,958 Est. Cost $111.80 Unrealized
XPH SPDR S&P Pharmaceuti cals ETF 0.9%
Value ($000) $2,300 Shares 55,314 Est. Cost $41.58 Unrealized
CyberArk Software Lt d 0.9%
Value ($000) $2,292 Shares 19,256 Est. Cost $111.21 Unrealized
LULU Lululemon Athletica Inc 0.9%
Value ($000) $2,261 Shares 13,800 Est. Cost $130.70 Unrealized +11.7%
NOW ServiceNow Inc 0.9%
Value ($000) $2,194 Shares 8,900 Est. Cost $37.82 Unrealized +16.2%
MCHI ISHARES MSCI CHINA ETF 0.9%
Value ($000) $2,121 Shares 33,973 Est. Cost $62.43 Unrealized
EC Ecopetrol SA 0.9%
Value ($000) $2,086 Shares 97,300 Est. Cost $16.56 Unrealized
CSWC Capital Southwest Corp 0.8%
Value ($000) $2,045 Shares 97,200 Est. Cost $8.74 Unrealized +5.9%
NFLX Netflix Inc 0.8%
Value ($000) $1,961 Shares 5,500 Est. Cost $29.27 Unrealized +18.4%
MSFT Microsoft Corp 0.8%
Value ($000) $1,932 Shares 16,383 Est. Cost $100.20 Unrealized +2.1%
MA Mastercard Inc 0.8%
Value ($000) $1,907 Shares 8,100 Est. Cost $194.90 Unrealized +6.3%
MED Medifast Inc 0.8%
Value ($000) $1,900 Shares 14,900 Est. Cost $103.97 Unrealized +0.3%
ISRG Intuitive Surgical I nc 0.7%
Value ($000) $1,772 Shares 3,105 Est. Cost $111.93 Unrealized +58.8%
FN Fabrinet 0.7%
Value ($000) $1,765 Shares 33,700 Est. Cost $52.98 Unrealized +2.8%
TREX Trex Co Inc 0.7%
Value ($000) $1,692 Shares 27,500 Est. Cost $28.66 Unrealized +21.9%
CARG Cargurus Inc 0.7%
Value ($000) $1,687 Shares 42,100 Est. Cost $39.41 Unrealized -0.7%
TOTL SPDR Doubleline Tota l Return Tactical ET 0.7%
Value ($000) $1,593 Shares 32,947 Est. Cost $47.09 Unrealized
SPDR OIL & GAS EXP & ETF 0.7%
Value ($000) $1,582 Shares 51,475 Est. Cost $30.73 Unrealized
FSS Federal Signal Corp 0.6%
Value ($000) $1,578 Shares 60,700 Est. Cost $20.94 Unrealized +3.0%
XRT SPDR S&P Retail ETF 0.6%
Value ($000) $1,565 Shares 34,778 Est. Cost $45.00 Unrealized
ZTS Zoetis Inc 0.6%
Value ($000) $1,564 Shares 15,538 Est. Cost $71.79 Unrealized +19.7%
APPF Appfolio Inc 0.6%
Value ($000) $1,524 Shares 19,200 Est. Cost $44.76 Unrealized +49.4%
World Wrestling Ente rtainment Inc 0.6%
Value ($000) $1,510 Shares 17,400 Est. Cost $32.07 Unrealized
VEEV Veeva Systems Inc 0.6%
Value ($000) $1,497 Shares 11,800 Est. Cost $95.35 Unrealized +18.3%
GOOGL Alphabet Inc 0.6%
Value ($000) $1,379 Shares 1,172 Est. Cost $53.91 Unrealized +3.9%
IRMD iRadimed Corp 0.6%
Value ($000) $1,355 Shares 48,247 Est. Cost $24.63 Unrealized -2.9%
BioTelemetry Inc 0.5%
Value ($000) $1,328 Shares 21,200 Est. Cost $63.87 Unrealized
PYPL PayPal Holdings Inc 0.5%
Value ($000) $1,320 Shares 12,712 Est. Cost $72.69 Unrealized +29.9%
INDA ISHARES MSCI INDIA ETF 0.5%
Value ($000) $1,317 Shares 37,359 Est. Cost $35.25 Unrealized
QLYS Qualys Inc 0.5%
Value ($000) $1,299 Shares 15,700 Est. Cost $80.89 Unrealized +2.9%
Amedisys Inc 0.5%
Value ($000) $1,208 Shares 9,800 Est. Cost $119.58 Unrealized
Mellanox Technologie s Ltd 0.5%
Value ($000) $1,207 Shares 10,200 Est. Cost $87.54 Unrealized
AAPL Apple Inc 0.5%
Value ($000) $1,173 Shares 6,177 Est. Cost $46.01 Unrealized -12.1%
BSX Boston Scientific Co rp 0.5%
Value ($000) $1,160 Shares 30,219 Est. Cost $36.27 Unrealized +5.3%
AUDC AudioCodes Ltd 0.5%
Value ($000) $1,158 Shares 83,699 Est. Cost $9.97 Unrealized +11.8%
GPRK Geopark Ltd 0.5%
Value ($000) $1,158 Shares 67,000 Est. Cost $17.45 Unrealized +1.6%
ROST Ross Stores Inc 0.5%
Value ($000) $1,136 Shares 12,200 Est. Cost $84.82 Unrealized +1.0%
XYZ Square Inc 0.5%
Value ($000) $1,124 Shares 14,997 Est. Cost $70.61 Unrealized +2.6%
HEI HEICO Corp 0.4%
Value ($000) $1,008 Shares 10,625 Est. Cost $72.64 Unrealized +20.1%
Twitter Inc 0.4%
Value ($000) $986 Shares 30,000 Est. Cost $33.25 Unrealized
EWZ iShares MSCI Brazil ETF 0.4%
Value ($000) $978 Shares 23,872 Est. Cost $40.97 Unrealized
Match Group Inc 0.4%
Value ($000) $974 Shares 17,200 Est. Cost $57.91 Unrealized
AZN AstraZeneca PLC 0.4%
Value ($000) $946 Shares 23,400 Est. Cost $37.99 Unrealized
AZO AutoZone Inc 0.4%
Value ($000) $922 Shares 900 Est. Cost $897.60 Unrealized 0.0%
CDNS Cadence Design Syste ms Inc 0.4%
Value ($000) $895 Shares 14,100 Est. Cost $52.98 Unrealized 0.0%
NICE Nice Ltd 0.4%
Value ($000) $894 Shares 7,300 Est. Cost $98.43 Unrealized
PGR Progressive Corp/The 0.4%
Value ($000) $865 Shares 12,000 Est. Cost $50.74 Unrealized +9.3%
EVTC EVERTEC Inc 0.3%
Value ($000) $843 Shares 30,300 Est. Cost $26.14 Unrealized +4.2%
CME CME Group Inc 0.3%
Value ($000) $806 Shares 4,900 Est. Cost $130.15 Unrealized +6.0%
KEYS Keysight Technologie s Inc 0.3%
Value ($000) $802 Shares 9,200 Est. Cost $77.62 Unrealized 0.0%
Seaspan Corp 0.3%
Value ($000) $793 Shares 91,100 Est. Cost $8.22 Unrealized
RDWR Radware Ltd 0.3%
Value ($000) $789 Shares 30,200 Est. Cost $23.45 Unrealized +4.0%
WNS Holdings Ltd 0.3%
Value ($000) $788 Shares 14,800 Est. Cost $45.34 Unrealized
BG Staffing Inc 0.3%
Value ($000) $787 Shares 36,039 Est. Cost $21.34 Unrealized
MBUU Malibu Boats Inc 0.3%
Value ($000) $726 Shares 18,344 Est. Cost $35.02 Unrealized +18.1%
NMIH NMI Holdings Inc 0.3%
Value ($000) $722 Shares 27,900 Est. Cost $11.58 Unrealized +96.9%
Xilinx Inc 0.3%
Value ($000) $710 Shares 5,600 Est. Cost $126.79 Unrealized
AMD Advanced Micro Devices Inc 0.3%
Value ($000) $699 Shares 27,393 Est. Cost $21.62 Unrealized +5.0%
GTLS Chart Industries Inc 0.3%
Value ($000) $688 Shares 7,600 Est. Cost $74.04 Unrealized +9.1%
SYK Stryker Corp 0.3%
Value ($000) $651 Shares 3,295 Est. Cost $154.78 Unrealized +8.0%
TMO Thermo Fisher Scient ific Inc 0.3%
Value ($000) $645 Shares 2,357 Est. Cost $230.26 Unrealized +6.1%
CPRT Copart Inc 0.2%
Value ($000) $563 Shares 9,300 Est. Cost $9.73 Unrealized +39.6%
CAMT Camtek Ltd/Israel 0.2%
Value ($000) $532 Shares 59,600 Est. Cost $8.47 Unrealized -7.8%
KRNT KORNIT DIGITAL LMTD 0.2%
Value ($000) $507 Shares 21,300 Est. Cost $21.26 Unrealized 0.0%
VRSK Verisk Analytics Inc 0.2%
Value ($000) $505 Shares 3,800 Est. Cost $111.20 Unrealized +4.6%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $501 Shares 7,500 Est. Cost $56.36 Unrealized -6.0%
Atlassian Corp PLC 0.2%
Value ($000) $494 Shares 4,400 Est. Cost $96.14 Unrealized
GLOB Globant SA 0.2%
Value ($000) $493 Shares 6,900 Est. Cost $67.26 Unrealized 0.0%
PANW Palo Alto Networks I nc 0.2%
Value ($000) $486 Shares 2,000 Est. Cost $36.40 Unrealized +1.9%
Biospecifics Technol gies Corp. 0.2%
Value ($000) $486 Shares 7,800 Est. Cost $61.30 Unrealized
QNST QuinStreet Inc 0.2%
Value ($000) $477 Shares 35,600 Est. Cost $15.50 Unrealized 0.0%
VRSN VeriSign Inc 0.2%
Value ($000) $472 Shares 2,600 Est. Cost $170.07 Unrealized 0.0%
WEX WEX Inc 0.2%
Value ($000) $432 Shares 2,249 Est. Cost $174.35 Unrealized -3.1%
Wright Medical Group N.V. 0.2%
Value ($000) $428 Shares 13,600 Est. Cost $31.47 Unrealized
Jernigan Capital, Inc. 0.2%
Value ($000) $421 Shares 20,000 Est. Cost $19.80 Unrealized
DXCM DEXCOM INC COM 0.2%
Value ($000) $417 Shares 3,500 Est. Cost $31.72 Unrealized +10.8%
ERIC Telefonaktiebolaget LM Ericsson 0.2%
Value ($000) $407 Shares 44,300 Est. Cost $8.87 Unrealized
ALNT Allied Motion Techno logies Inc 0.2%
Value ($000) $402 Shares 11,700 Est. Cost $31.65 Unrealized -14.7%
LW Lamb Weston Holdings Inc 0.2%
Value ($000) $397 Shares 5,300 Est. Cost $68.72 Unrealized -7.3%
FOXF Fox Factory Holding Corp 0.2%
Value ($000) $391 Shares 5,600 Est. Cost $63.44 Unrealized 0.0%
WIX WIX.com, Ltd. 0.2%
Value ($000) $375 Shares 3,100 Est. Cost $108.62 Unrealized 0.0%
Sapiens I'ntl Corporation N.V. 0.2%
Value ($000) $371 Shares 24,300 Est. Cost $15.27 Unrealized
MGRC McGrath RentCorp 0.1%
Value ($000) $289 Shares 5,100 Est. Cost $61.64 Unrealized -13.3%
MEDP Medpace Holdings Inc 0.1%
Value ($000) $277 Shares 4,700 Est. Cost $54.90 Unrealized +8.8%
UFPT UFP Technologies Inc 0.1%
Value ($000) $262 Shares 7,000 Est. Cost $34.21 Unrealized -4.2%
SBUX Starbucks Corp 0.1%
Value ($000) $166 Shares 2,236 Est. Cost $59.25 Unrealized 0.0%
ADP Automatic Data Processing Inc. 0.1%
Value ($000) $166 Shares 1,039 Est. Cost $125.45 Unrealized 0.0%
ORLY O'Reilly Automotive Inc. 0.1%
Value ($000) $165 Shares 425 Est. Cost $22.76 Unrealized +6.3%
V Visa Inc. 0.1%
Value ($000) $164 Shares 1,053 Est. Cost $137.38 Unrealized 0.0%
META Facebook Inc. 0.1%
Value ($000) $161 Shares 963 Est. Cost $157.93 Unrealized 0.0%
NKE NIKE Inc. 0.1%
Value ($000) $156 Shares 1,858 Est. Cost $75.37 Unrealized 0.0%
VOC Voc Energy Trust 0.0%
Value ($000) $88 Shares 15,379 Est. Cost $5.72 Unrealized