Cavalier Investments, LLC Diversified Active

CIK: 0001655543 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 31, 2019

Total Value ($000): $239,202 (100.0% shares, 0.0% debt)

Holdings (111)

XLK Technology Select Se ctor SPDR Fund 7.1%
Value ($000) $16,910 Shares 216,463 Est. Cost $58.63 Unrealized
GHYB GOLDMAN SACHS ACCESS HY CORP ETF 5.2%
Value ($000) $12,435 Shares 252,000 Est. Cost $49.35 Unrealized
XLI Industrial Select Se ctor SPDR Fund 4.6%
Value ($000) $10,912 Shares 141,069 Est. Cost $75.30 Unrealized
XLY Consumer Discretionary Select Sector SPD 4.1%
Value ($000) $9,776 Shares 82,018 Est. Cost $92.39 Unrealized
AGG iShares Core U.S. Ag gregate Bond ETF 4.0%
Value ($000) $9,558 Shares 85,834 Est. Cost $111.35 Unrealized
TIP iShares TIPS Bond ET F 4.0%
Value ($000) $9,496 Shares 82,227 Est. Cost $115.49 Unrealized
XLF Financial Select Sec tor SPDR Fund 3.9%
Value ($000) $9,304 Shares 337,121 Est. Cost $25.03 Unrealized
XLB Materials Select Sec tor SPDR Fund 3.7%
Value ($000) $8,943 Shares 152,876 Est. Cost $55.50 Unrealized
USMV iShares Edge MSCI Mi n Vol USA ETF 3.0%
Value ($000) $7,058 Shares 114,322 Est. Cost $52.61 Unrealized
IVV iShares Core S&P 500 ETF 2.8%
Value ($000) $6,798 Shares 23,062 Est. Cost $66.92 Unrealized
XLV Health Care Select S ector SPDR Fund 2.4%
Value ($000) $5,688 Shares 61,516 Est. Cost $92.46 Unrealized
IJH iShares Core S&P Mid -Cap ETF 2.2%
Value ($000) $5,293 Shares 27,248 Est. Cost $194.25 Unrealized
XLE Energy Select Sector SPDR Fund 1.8%
Value ($000) $4,265 Shares 66,940 Est. Cost $65.98 Unrealized
JNK SPDR Bloomberg Barcl ays High Yield Bond 1.7%
Value ($000) $4,172 Shares 38,297 Est. Cost $108.94 Unrealized
XLC Communication Services Select Sector SPD 1.7%
Value ($000) $4,103 Shares 83,358 Est. Cost $46.77 Unrealized
XLP Consumer Staples Select Sector SPDR Fund 1.7%
Value ($000) $4,001 Shares 68,896 Est. Cost $58.07 Unrealized
XLU Utilities Select Sec tor SPDR Fund 1.7%
Value ($000) $3,984 Shares 66,818 Est. Cost $52.60 Unrealized
XLRE Real Estate Select S ector SPDR Fund 1.7%
Value ($000) $3,969 Shares 107,945 Est. Cost $32.11 Unrealized
IWM iShares Russell 2000 ETF 1.7%
Value ($000) $3,952 Shares 25,416 Est. Cost $155.49 Unrealized
IBB iShares Nasdaq Biote chnology ETF 1.4%
Value ($000) $3,411 Shares 31,263 Est. Cost $110.91 Unrealized
PAYC Paycom Software Inc 1.4%
Value ($000) $3,321 Shares 14,650 Est. Cost $101.84 Unrealized +97.7%
SHY iShares 1-3 Year Tre asury Bond ETF 1.4%
Value ($000) $3,302 Shares 38,946 Est. Cost $83.62 Unrealized
IHI iShares U.S. Medical Devices ETF 1.3%
Value ($000) $3,211 Shares 13,339 Est. Cost $165.00 Unrealized
ADBE Adobe Systems Inc 1.3%
Value ($000) $3,054 Shares 10,365 Est. Cost $239.63 Unrealized +15.9%
CyberArk Software Lt d 1.2%
Value ($000) $2,909 Shares 22,756 Est. Cost $113.77 Unrealized
FTNT Fortinet Inc 1.0%
Value ($000) $2,493 Shares 32,450 Est. Cost $14.67 Unrealized +12.2%
LULU Lululemon Athletica Inc 1.0%
Value ($000) $2,487 Shares 13,800 Est. Cost $130.70 Unrealized +32.9%
NOW ServiceNow Inc 1.0%
Value ($000) $2,453 Shares 8,900 Est. Cost $37.82 Unrealized +39.0%
QSR RESTAURANT BRAND INT 1.0%
Value ($000) $2,434 Shares 35,000 Est. Cost $66.96 Unrealized 0.0%
ABR Arbor Realty Trust I nc 1.0%
Value ($000) $2,406 Shares 198,528 Est. Cost $9.76 Unrealized
CDNS Cadence Design Syste ms Inc 1.0%
Value ($000) $2,273 Shares 32,100 Est. Cost $60.76 Unrealized +10.0%
CMG Chipotle Mexican Gri ll Inc 0.9%
Value ($000) $2,196 Shares 3,000 Est. Cost $14.10 Unrealized 0.0%
MA Mastercard Inc 0.9%
Value ($000) $2,143 Shares 8,100 Est. Cost $194.90 Unrealized +23.8%
GDX VanEck Vectors Gold Miners ETF 0.9%
Value ($000) $2,075 Shares 81,201 Est. Cost $22.42 Unrealized
MCHI ISHARES MSCI CHINA ETF 0.9%
Value ($000) $2,062 Shares 34,679 Est. Cost $62.37 Unrealized
CSWC Capital Southwest Corp 0.9%
Value ($000) $2,036 Shares 97,200 Est. Cost $8.74 Unrealized +10.4%
VEEV Veeva Systems Inc 0.8%
Value ($000) $1,913 Shares 11,800 Est. Cost $95.35 Unrealized +52.8%
COST Costco Wholesale Cor p 0.8%
Value ($000) $1,903 Shares 7,200 Est. Cost $226.60 Unrealized 0.0%
ZTS Zoetis Inc 0.7%
Value ($000) $1,764 Shares 15,538 Est. Cost $71.79 Unrealized +38.2%
Ubiquiti Networks In c 0.7%
Value ($000) $1,762 Shares 13,400 Est. Cost $131.49 Unrealized
Xilinx Inc 0.7%
Value ($000) $1,757 Shares 14,900 Est. Cost $121.25 Unrealized
PGR Progressive Corp/The 0.7%
Value ($000) $1,671 Shares 20,900 Est. Cost $56.16 Unrealized +13.0%
FSS Federal Signal Corp 0.7%
Value ($000) $1,624 Shares 60,700 Est. Cost $20.94 Unrealized +18.8%
CARG Cargurus Inc 0.6%
Value ($000) $1,520 Shares 42,100 Est. Cost $39.41 Unrealized -4.7%
AMZN Amazon.com Inc 0.6%
Value ($000) $1,515 Shares 800 Est. Cost $89.26 Unrealized +4.4%
HEI HEICO Corp 0.6%
Value ($000) $1,417 Shares 10,625 Est. Cost $72.64 Unrealized +53.1%
QLYS Qualys Inc 0.6%
Value ($000) $1,367 Shares 15,700 Est. Cost $80.89 Unrealized +6.6%
BA Boeing Co/The 0.6%
Value ($000) $1,365 Shares 3,750 Est. Cost $337.77 Unrealized +5.8%
AUDC AudioCodes Ltd 0.5%
Value ($000) $1,296 Shares 83,699 Est. Cost $9.97 Unrealized +30.1%
NICE Nice Ltd 0.5%
Value ($000) $1,288 Shares 9,400 Est. Cost $107.06 Unrealized
ROST Ross Stores Inc 0.5%
Value ($000) $1,209 Shares 12,200 Est. Cost $84.82 Unrealized +7.6%
BOOM DMC Global Inc. 0.5%
Value ($000) $1,153 Shares 18,200 Est. Cost $65.61 Unrealized 0.0%
Mellanox Technologie s Ltd 0.5%
Value ($000) $1,129 Shares 10,200 Est. Cost $87.54 Unrealized
Twitter Inc 0.4%
Value ($000) $1,047 Shares 30,000 Est. Cost $33.25 Unrealized
EVTC EVERTEC Inc 0.4%
Value ($000) $991 Shares 30,300 Est. Cost $26.14 Unrealized +8.6%
FOXF Fox Factory Holding Corp 0.4%
Value ($000) $990 Shares 12,000 Est. Cost $69.16 Unrealized +7.2%
AZO AutoZone Inc 0.4%
Value ($000) $990 Shares 900 Est. Cost $897.60 Unrealized +17.2%
IRMD iRadimed Corp 0.4%
Value ($000) $987 Shares 48,247 Est. Cost $24.63 Unrealized -12.6%
APPF Appfolio Inc 0.4%
Value ($000) $982 Shares 9,600 Est. Cost $44.76 Unrealized +111.1%
SUI SUN COMMUNITIES 0.4%
Value ($000) $885 Shares 6,900 Est. Cost $128.26 Unrealized
DRI Darden Restaurants I nc 0.4%
Value ($000) $852 Shares 7,000 Est. Cost $99.00 Unrealized 0.0%
KEYS Keysight Technologie s Inc 0.3%
Value ($000) $826 Shares 9,200 Est. Cost $77.62 Unrealized +9.4%
NMIH NMI Holdings Inc 0.3%
Value ($000) $792 Shares 27,900 Est. Cost $11.58 Unrealized +140.4%
Sapiens I'ntl Corporation N.V. 0.3%
Value ($000) $770 Shares 46,300 Est. Cost $15.92 Unrealized
DCO DUCOMMUN INC 0.3%
Value ($000) $740 Shares 16,410 Est. Cost $44.85 Unrealized 0.0%
MBUU Malibu Boats Inc 0.3%
Value ($000) $713 Shares 18,344 Est. Cost $35.02 Unrealized +13.4%
GLOB Globant SA 0.3%
Value ($000) $697 Shares 6,900 Est. Cost $67.26 Unrealized +29.6%
CPRT Copart Inc 0.3%
Value ($000) $695 Shares 9,300 Est. Cost $9.73 Unrealized +76.3%
KRNT KORNIT DIGITAL LMTD 0.3%
Value ($000) $674 Shares 21,300 Est. Cost $21.26 Unrealized +29.8%
IIPR Innovative Industria l Properties Inc 0.3%
Value ($000) $667 Shares 5,400 Est. Cost $123.52 Unrealized
ARGO GROUP INT. 0.3%
Value ($000) $666 Shares 9,000 Est. Cost $74.00 Unrealized
CIEN Ciena Corp 0.3%
Value ($000) $633 Shares 15,400 Est. Cost $38.48 Unrealized 0.0%
Match Group Inc 0.3%
Value ($000) $632 Shares 9,400 Est. Cost $57.91 Unrealized
Atlassian Corp PLC 0.2%
Value ($000) $576 Shares 4,400 Est. Cost $96.14 Unrealized
QNST QuinStreet Inc 0.2%
Value ($000) $564 Shares 35,600 Est. Cost $15.50 Unrealized -3.7%
VRSK Verisk Analytics Inc 0.2%
Value ($000) $557 Shares 3,800 Est. Cost $111.20 Unrealized +21.5%
VRSN VeriSign Inc 0.2%
Value ($000) $544 Shares 2,600 Est. Cost $170.07 Unrealized +14.5%
DXCM DEXCOM INC COM 0.2%
Value ($000) $524 Shares 3,500 Est. Cost $31.72 Unrealized -0.9%
OLED Universal Display Co rp 0.2%
Value ($000) $489 Shares 2,600 Est. Cost $158.15 Unrealized 0.0%
FICO Fair Isaac Corp 0.2%
Value ($000) $471 Shares 1,500 Est. Cost $290.07 Unrealized 0.0%
BAH Booz Allen Hamilton Holding Corp 0.2%
Value ($000) $470 Shares 7,100 Est. Cost $54.42 Unrealized 0.0%
Biospecifics Technol gies Corp. 0.2%
Value ($000) $466 Shares 7,800 Est. Cost $61.30 Unrealized
LAMR LAMAR ADVERTISING 0.2%
Value ($000) $444 Shares 5,500 Est. Cost $80.73 Unrealized
WIX WIX.com, Ltd. 0.2%
Value ($000) $441 Shares 3,100 Est. Cost $108.62 Unrealized +24.2%
ENB Enbridge Inc 0.2%
Value ($000) $440 Shares 12,200 Est. Cost $23.49 Unrealized 0.0%
ETSY Etsy Inc 0.2%
Value ($000) $430 Shares 7,000 Est. Cost $65.28 Unrealized 0.0%
RGEN Repligen Corp 0.2%
Value ($000) $430 Shares 5,000 Est. Cost $68.16 Unrealized 0.0%
ERIC Telefonaktiebolaget LM Ericsson 0.2%
Value ($000) $421 Shares 44,300 Est. Cost $8.87 Unrealized
Jernigan Capital, Inc. 0.2%
Value ($000) $410 Shares 20,000 Est. Cost $19.80 Unrealized
PANW Palo Alto Networks I nc 0.2%
Value ($000) $408 Shares 2,000 Est. Cost $36.40 Unrealized +2.8%
DIN DINE BRANDS GLOBAL 0.1%
Value ($000) $344 Shares 3,600 Est. Cost $70.06 Unrealized 0.0%
DSGX Descartes Systems Group, Inc. 0.1%
Value ($000) $340 Shares 9,200 Est. Cost $38.91 Unrealized 0.0%
MEDP Medpace Holdings Inc 0.1%
Value ($000) $307 Shares 4,700 Est. Cost $54.90 Unrealized +5.0%
UFPT UFP Technologies Inc 0.1%
Value ($000) $291 Shares 7,000 Est. Cost $34.21 Unrealized +10.7%
LHC Group Inc 0.1%
Value ($000) $275 Shares 2,300 Est. Cost $119.57 Unrealized
ACGL ARCH CAPITAL GROUP 0.1%
Value ($000) $274 Shares 7,400 Est. Cost $32.43 Unrealized 0.0%
DHT DHT Holdings, Inc. 0.1%
Value ($000) $266 Shares 45,000 Est. Cost $3.16 Unrealized 0.0%
KNSL Kinsale Capital Grou p Inc 0.1%
Value ($000) $265 Shares 2,900 Est. Cost $78.80 Unrealized 0.0%
NSSC Napco Security Techn ologies Inc 0.1%
Value ($000) $258 Shares 8,700 Est. Cost $12.80 Unrealized 0.0%
DSGR LAWSON PRODUCTS INC 0.1%
Value ($000) $219 Shares 5,965 Est. Cost $17.12 Unrealized 0.0%
SBUX Starbucks Corp. 0.1%
Value ($000) $187 Shares 2,236 Est. Cost $59.25 Unrealized +14.6%
META Facebook Inc 0.1%
Value ($000) $186 Shares 963 Est. Cost $157.93 Unrealized +14.9%
MSFT Microsoft Corp. 0.1%
Value ($000) $185 Shares 1,381 Est. Cost $100.20 Unrealized +19.3%
V Visa Inc. 0.1%
Value ($000) $183 Shares 1,053 Est. Cost $137.38 Unrealized +13.8%
ADP Automatic Data Processing Inc 0.1%
Value ($000) $172 Shares 1,039 Est. Cost $125.45 Unrealized +12.4%
ORLY O'Reilly Automotive Inc 0.1%
Value ($000) $157 Shares 425 Est. Cost $22.76 Unrealized +11.3%
NKE NIKE Inc. 0.1%
Value ($000) $156 Shares 1,858 Est. Cost $75.37 Unrealized +2.3%
GOOG Alphabet Inc 0.1%
Value ($000) $146 Shares 135 Est. Cost $57.26 Unrealized 0.0%
VOC Voc Energy Trust 0.0%
Value ($000) $83 Shares 16,379 Est. Cost $5.68 Unrealized
ALOT AstroNova, Inc. 0.0%
Value ($000) $41 Shares 1,600 Est. Cost $24.82 Unrealized 0.0%
Iec Electronics Corp 0.0%
Value ($000) $17 Shares 2,652 Est. Cost $6.41 Unrealized