$179 Million is the total value of Cavalier Investments, LLC's 151 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 93.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLK | Sell | Select Sector Spdretf | $9,891,000 | -28.7% | 185,531 | -35.3% | 5.54% | -38.0% |
| XLRE | New | Select Sector Spdretf | $9,740,000 | – | 308,235 | +100.0% | 5.46% | – |
| XLF | Sell | SBI INT-FINLetf | $9,613,000 | -32.2% | 405,113 | -33.5% | 5.38% | -41.0% |
| XLV | New | Select Sector Spdretf | $9,610,000 | – | 129,241 | +100.0% | 5.38% | – |
| XLU | New | Select Sector Spdretf | $8,940,000 | – | 174,235 | +100.0% | 5.01% | – |
| XLY | Sell | Select Sector Spdretf | $8,789,000 | -35.5% | 99,933 | -40.3% | 4.92% | -43.9% |
| XLB | Sell | Select Sector Spdretf | $8,698,000 | -37.0% | 165,962 | -40.2% | 4.87% | -45.2% |
| XLP | New | Select Sector Spdretf | $8,642,000 | – | 158,330 | +100.0% | 4.84% | – |
| XLI | Sell | Select Sector Spdretf | $8,558,000 | -37.1% | 131,542 | -39.9% | 4.79% | -45.3% |
| OCLR | Buy | Oclaro Inc | $2,891,000 | +56.5% | 294,400 | +42.6% | 1.62% | +36.2% |
| ULTA | Ulta Salon | $2,310,000 | +11.9% | 8,100 | 0.0% | 1.29% | -2.7% | |
| NVDA | Buy | Nvidia Corp | $2,277,000 | +17.9% | 20,900 | +15.5% | 1.28% | +2.5% |
| WB | Buy | Weibo Corporationadr | $1,852,000 | +601.5% | 35,500 | +446.2% | 1.04% | +510.0% |
| MTZ | Buy | Mastec Inc. | $1,850,000 | +269.3% | 46,200 | +252.7% | 1.04% | +220.7% |
| IWN | New | ISHARES TRUSTetf | $1,792,000 | – | 15,159 | +100.0% | 1.00% | – |
| CGNX | Buy | Cognex Corp | $1,788,000 | +75.6% | 21,300 | +33.1% | 1.00% | +52.6% |
| DLR | Buy | Digital Realty Trust, Inc. | $1,777,000 | +16.7% | 16,700 | +7.7% | 1.00% | +1.4% |
| CNNX | New | Cone Midstream Partners LP | $1,726,000 | – | 73,100 | +100.0% | 0.97% | – |
| AVGO | Broadcom Limited | $1,511,000 | +23.9% | 6,900 | 0.0% | 0.85% | +7.6% | |
| AMZN | Buy | Amazon.com, Inc. | $1,507,000 | +123.3% | 1,700 | +88.9% | 0.84% | +94.0% |
| STM | New | STMicroelectronics N.V. | $1,405,000 | – | 90,900 | +100.0% | 0.79% | – |
| XIV | Sell | Velocity Shares Daily Inversevix | $1,388,000 | -5.4% | 19,004 | -39.5% | 0.78% | -17.8% |
| IHI | New | ISHARES TRUSTetf | $1,304,000 | – | 8,611 | +100.0% | 0.73% | – |
| QCOM | New | QUALCOMM Incorporated | $1,302,000 | – | 22,700 | +100.0% | 0.73% | – |
| UBNT | Buy | Ubiquiti Networks Inc | $1,297,000 | +164.2% | 25,800 | +203.5% | 0.73% | +129.7% |
| AMAT | Sell | Applied Materials Inc. | $1,288,000 | +15.8% | 33,107 | -3.9% | 0.72% | +0.7% |
| SOXX | Sell | ISHARES TRUSTetf | $1,288,000 | +2.0% | 9,407 | -8.6% | 0.72% | -11.3% |
| HYG | New | ISHARES TRUSTetf | $1,281,000 | – | 14,593 | +100.0% | 0.72% | – |
| IWM | New | ISHARES TRUSTetf | $1,271,000 | – | 9,247 | +100.0% | 0.71% | – |
| ITA | New | ISHARES TRUST U.S. AER&DEF ETFetf | $1,269,000 | – | 8,531 | +100.0% | 0.71% | – |
| FDN | New | First Tr Exchangeetf | $1,270,000 | – | 14,425 | +100.0% | 0.71% | – |
| IYM | New | ISHARES TRUSTetf | $1,256,000 | – | 14,087 | +100.0% | 0.70% | – |
| KIE | New | Spdr Series Trustetf | $1,252,000 | – | 14,564 | +100.0% | 0.70% | – |
| IYG | New | ISHARES TRUSTetf | $1,206,000 | – | 11,051 | +100.0% | 0.68% | – |
| JHMI | New | JOHN HANCOCK EXCHANGE TRADED Fetf | $1,094,000 | – | 36,389 | +100.0% | 0.61% | – |
| MO | Altria Group, Inc. | $1,050,000 | +5.6% | 14,700 | 0.0% | 0.59% | -8.1% | |
| HIIQ | Buy | HEALTH INS INNOVATIONS INC | $1,011,000 | +198.2% | 63,200 | +232.6% | 0.57% | +159.6% |
| WM | Waste Management, Inc. | $1,006,000 | +2.8% | 13,800 | 0.0% | 0.56% | -10.6% | |
| GKOS | Buy | Glaukos Corporation | $995,000 | +100.2% | 19,400 | +33.8% | 0.56% | +74.1% |
| FAM | First Trust/Aberde | $977,000 | +4.2% | 84,037 | 0.0% | 0.55% | -9.4% | |
| ORBK | Orbotech | $977,000 | -3.5% | 30,300 | 0.0% | 0.55% | -16.1% | |
| BTZ | BlackRock Preferred and Equity Advantage | $966,000 | +1.5% | 73,392 | 0.0% | 0.54% | -11.7% | |
| FNSR | Buy | Finisar Corporation | $962,000 | +111.9% | 35,200 | +134.7% | 0.54% | +84.6% |
| BAX | Buy | Baxter International, Inc. | $959,000 | +109.8% | 18,500 | +79.6% | 0.54% | +82.7% |
| SODA | Buy | Sodastream Interna | $954,000 | +265.5% | 19,700 | +198.5% | 0.53% | +217.9% |
| JHMS | New | JOHN HANCOCK EXCHANGE TRADED Fetf | $952,000 | – | 36,255 | +100.0% | 0.53% | – |
| JHMA | New | JOHN HANCOCK EXCHANGE TRADED Fetf | $939,000 | – | 30,487 | +100.0% | 0.53% | – |
| JHMC | New | JOHN HANCOCK EXCHANGE TRADED Fetf | $923,000 | – | 33,378 | +100.0% | 0.52% | – |
| WR | Westar Energy Inc. | $917,000 | -3.7% | 16,900 | 0.0% | 0.51% | -16.2% | |
| AWK | American Water Wor | $879,000 | +7.5% | 11,300 | 0.0% | 0.49% | -6.6% | |
| SIMO | Sell | Silicon Motion Technology Corporationadr | $879,000 | -21.3% | 18,800 | -28.5% | 0.49% | -31.6% |
| MU | New | Micron Technology Inc. | $870,000 | – | 30,100 | +100.0% | 0.49% | – |
| SQM | New | Sociedad Quimica y Minera de Chile S Aadr | $815,000 | – | 23,700 | +100.0% | 0.46% | – |
| BKLN | PowerShares Exchange Traded Fund IIetf | $794,000 | -0.5% | 34,151 | 0.0% | 0.44% | -13.4% | |
| VRP | Powershares Xtf Iietf | $790,000 | +3.4% | 31,035 | 0.0% | 0.44% | -10.2% | |
| MTD | Buy | Mettler-Toledo International Inc | $766,000 | +52.6% | 1,600 | +33.3% | 0.43% | +32.8% |
| SINA | Buy | Sina Corporationord | $750,000 | +132.9% | 10,400 | +96.2% | 0.42% | +102.9% |
| ESHY | DBX ETF Trustetf | $739,000 | +0.4% | 31,402 | 0.0% | 0.41% | -12.7% | |
| REXR | New | Rexford Industrial Realty Inc. | $716,000 | – | 31,800 | +100.0% | 0.40% | – |
| CCMP | New | Cabot Microelectro | $689,000 | – | 9,000 | +100.0% | 0.39% | – |
| UGI | UGI Corp | $687,000 | +7.2% | 13,900 | 0.0% | 0.38% | -6.8% | |
| VNTV | Vantiv Inc | $673,000 | +7.5% | 10,500 | 0.0% | 0.38% | -6.5% | |
| IDXX | Idexx Laboratories | $665,000 | +31.9% | 4,300 | 0.0% | 0.37% | +14.5% | |
| CPE | New | Callon Petroleum Company | $647,000 | – | 49,200 | +100.0% | 0.36% | – |
| LMT | Lockheed Martin Corporation | $642,000 | +7.0% | 2,400 | 0.0% | 0.36% | -6.7% | |
| TTP | Sell | Tortoise Pipeline | $637,000 | -26.4% | 30,174 | -24.9% | 0.36% | -36.0% |
| WD | New | Walker And Dunlop | $630,000 | – | 15,100 | +100.0% | 0.35% | – |
| RACE | New | Ferrari N V | $625,000 | – | 8,400 | +100.0% | 0.35% | – |
| MOMO | New | Momo Incadr | $623,000 | – | 18,300 | +100.0% | 0.35% | – |
| JHMU | New | JOHN HANCOCK EXCHANGE TRADED Fetf | $610,000 | – | 22,601 | +100.0% | 0.34% | – |
| KLIC | New | Kulicke and Soffa Industries Inc. | $597,000 | – | 29,400 | +100.0% | 0.33% | – |
| ALGN | Align Technology I | $574,000 | +19.3% | 5,000 | 0.0% | 0.32% | +3.5% | |
| TECK | Teck Resources Limited | $569,000 | +9.2% | 26,000 | 0.0% | 0.32% | -4.8% | |
| SMICY | New | Semiconductor Manufacturing Internationa | $568,000 | – | 90,400 | +100.0% | 0.32% | – |
| CONE | CYRUSONE INC | $566,000 | +15.0% | 11,000 | 0.0% | 0.32% | 0.0% | |
| BSBR | Banco Santander Banespa SAadr | $566,000 | -0.9% | 64,200 | 0.0% | 0.32% | -13.9% | |
| NRZ | Buy | NEW Residential Invt Corp | $564,000 | +231.8% | 33,200 | +207.4% | 0.32% | +189.9% |
| UCTT | New | Ultra Clean Hldgs | $557,000 | – | 33,000 | +100.0% | 0.31% | – |
| RSG | Republic Services, Inc. | $546,000 | +10.1% | 8,700 | 0.0% | 0.31% | -4.1% | |
| CMS | CMS Energy Corporation | $537,000 | +7.6% | 12,000 | 0.0% | 0.30% | -6.2% | |
| ISRG | Intuitive Surgical | $525,000 | +21.0% | 685 | 0.0% | 0.29% | +5.4% | |
| ACP | AVENUE INCOME CREDIT STRATEGIES FD | $512,000 | +4.1% | 36,667 | 0.0% | 0.29% | -9.5% | |
| USMV | New | ISHARES TRUSTetf | $504,000 | – | 10,555 | +100.0% | 0.28% | – |
| IVV | New | ISHARES TRUSTetf | $498,000 | – | 2,100 | +100.0% | 0.28% | – |
| SPY | Buy | Spdr S&P 500 Etf Trustetf | $495,000 | +36.4% | 2,100 | +29.4% | 0.28% | +18.4% |
| ANET | New | Arista Networks Inc | $489,000 | – | 3,700 | +100.0% | 0.27% | – |
| AVK | Advent Claymore Convertible Securities a | $482,000 | +6.6% | 30,784 | 0.0% | 0.27% | -7.2% | |
| MELI | New | Mercadolibre Inc | $465,000 | – | 2,200 | +100.0% | 0.26% | – |
| VMW | New | Vmware Inc | $433,000 | – | 4,700 | +100.0% | 0.24% | – |
| EVA | New | Enviva Partners LP / Enviva Partners Fin | $407,000 | – | 14,500 | +100.0% | 0.23% | – |
| CPRT | Copart Inc | $403,000 | +11.9% | 6,500 | 0.0% | 0.23% | -2.6% | |
| AGX | Buy | Argan Inc | $397,000 | +75.7% | 6,000 | +87.5% | 0.22% | +52.1% |
| IJH | New | ISHARES TRUSTetf | $394,000 | – | 2,300 | +100.0% | 0.22% | – |
| PXD | New | Pioneer Natural Resources Company | $391,000 | – | 2,100 | +100.0% | 0.22% | – |
| DVN | New | Devon Energy Corporation | $388,000 | – | 9,300 | +100.0% | 0.22% | – |
| INGR | Ingredion Incorporated | $385,000 | -3.8% | 3,200 | 0.0% | 0.22% | -16.3% | |
| ASUR | New | ASURE SOFTWARE INC | $377,000 | – | 36,700 | +100.0% | 0.21% | – |
| NVMI | New | NOVA MEASURING INSTRUMENTS LTD COM | $357,000 | – | 19,200 | +100.0% | 0.20% | – |
| WLDN | Willdan Group Inc | $355,000 | +43.1% | 11,000 | 0.0% | 0.20% | +24.4% | |
| ZAYO | Zayo Group Holdings Inc | $345,000 | 0.0% | 10,500 | 0.0% | 0.19% | -13.1% | |
| NTES | New | Netease Inc | $341,000 | – | 1,200 | +100.0% | 0.19% | – |
| FXU | New | First Trust Exchetf | $340,000 | – | 12,427 | +100.0% | 0.19% | – |
| IDCC | InterDigital Inc. | $337,000 | -5.3% | 3,900 | 0.0% | 0.19% | -17.5% | |
| QRVO | Sell | Qorvo Inc | $336,000 | +14.7% | 4,895 | -12.0% | 0.19% | -0.5% |
| YRD | New | Yirendai Limitedadr | $336,000 | – | 13,400 | +100.0% | 0.19% | – |
| NANO | New | Nanometrics | $332,000 | – | 10,900 | +100.0% | 0.19% | – |
| PCMI | New | PCM Inc | $331,000 | – | 11,800 | +100.0% | 0.18% | – |
| FTA | New | First Trust Portfolios L.P.etf | $328,000 | – | 6,658 | +100.0% | 0.18% | – |
| HTHT | New | China Lodging Grouadr | $329,000 | – | 5,300 | +100.0% | 0.18% | – |
| CYBE | New | Cyber Optics | $317,000 | – | 12,200 | +100.0% | 0.18% | – |
| NTRI | New | NutriSystem Inc. | $316,000 | – | 5,700 | +100.0% | 0.18% | – |
| TXN | New | Texas Instruments Incorporated | $314,000 | – | 3,900 | +100.0% | 0.18% | – |
| CHKP | Sell | Check Point Sftwre | $297,000 | +6.5% | 2,890 | -12.4% | 0.17% | -7.8% |
| FXO | New | First Trust Exchetf | $293,000 | – | 10,563 | +100.0% | 0.16% | – |
| PKG | New | Packaging Corporation of America | $293,000 | – | 3,200 | +100.0% | 0.16% | – |
| FNX | New | First Trust Portfolios L.P.etf | $292,000 | – | 4,995 | +100.0% | 0.16% | – |
| AHH | Armada Hoffler Pptys Inc | $293,000 | -4.6% | 21,100 | 0.0% | 0.16% | -17.2% | |
| PFSI | New | Pennymac Financial Services Inc | $290,000 | – | 17,000 | +100.0% | 0.16% | – |
| TOTL | New | Ssga Active Etf Trustetf | $287,000 | – | 5,880 | +100.0% | 0.16% | – |
| TOL | Sell | Toll Brothers, Inc. | $286,000 | +1.1% | 7,919 | -13.1% | 0.16% | -12.1% |
| RYAAY | Sell | Ryanair LTDadr | $280,000 | -13.0% | 3,373 | -12.8% | 0.16% | -24.2% |
| XRAY | Sell | DENTSPLY SIRONA INC | $270,000 | 0.0% | 4,322 | -7.5% | 0.15% | -13.2% |
| CELG | Sell | Celgene Corporation | $266,000 | -0.4% | 2,135 | -7.5% | 0.15% | -13.4% |
| PNRA | Sell | Panera Bread Co | $265,000 | +17.8% | 1,013 | -7.5% | 0.15% | +2.1% |
| NI | NiSource Inc. | $262,000 | +7.4% | 11,000 | 0.0% | 0.15% | -6.4% | |
| AEIS | New | Advanced Energy Industries Inc. | $261,000 | – | 3,800 | +100.0% | 0.15% | – |
| MHGVY | Marine Harvest Asaadr | $256,000 | -15.5% | 16,700 | 0.0% | 0.14% | -26.7% | |
| MSCI | Sell | MSCI Inc. | $256,000 | +14.3% | 2,629 | -7.5% | 0.14% | -0.7% |
| BVN | New | Minas Buenaventuraadr | $255,000 | – | 21,200 | +100.0% | 0.14% | – |
| HSKA | New | Heska Corp | $241,000 | – | 2,300 | +100.0% | 0.14% | – |
| PYPL | Sell | Paypal Holdings Incorporation | $239,000 | +0.8% | 5,545 | -7.5% | 0.13% | -12.4% |
| IVAC | New | Intevac Inc | $233,000 | – | 18,600 | +100.0% | 0.13% | – |
| AKAM | Sell | Akamai Technologies, Inc. | $231,000 | -24.0% | 3,863 | -15.4% | 0.13% | -34.2% |
| IWD | Sell | ISHARES TRUSTetf | $228,000 | -81.3% | 1,981 | -81.8% | 0.13% | -83.7% |
| FXZ | New | First Trust Exchetf | $229,000 | – | 6,037 | +100.0% | 0.13% | – |
| FXL | New | First Trust Exchetf | $228,000 | – | 5,436 | +100.0% | 0.13% | – |
| ICLR | Sell | Icon | $222,000 | -11.6% | 2,780 | -16.6% | 0.12% | -23.5% |
| FXR | New | First Trust Exchetf | $219,000 | – | 6,394 | +100.0% | 0.12% | – |
| VFH | New | Vanguard World Fdsetf | $217,000 | – | 3,588 | +100.0% | 0.12% | – |
| MBBYF | New | Mobileye NVord | $214,000 | – | 3,480 | +100.0% | 0.12% | – |
| FXH | New | First Trust Exchetf | $212,000 | – | 3,402 | +100.0% | 0.12% | – |
| CTRE | CARETRUST REIT INC | $210,000 | +9.4% | 12,500 | 0.0% | 0.12% | -4.8% | |
| EXPGY | Sell | Experian | $201,000 | -2.0% | 9,825 | -7.5% | 0.11% | -14.4% |
| BIIB | Sell | Biogen Inc | $201,000 | -10.7% | 735 | -7.5% | 0.11% | -22.1% |
| FYX | New | First Trust Portfolios L.P.etf | $200,000 | – | 3,684 | +100.0% | 0.11% | – |
| CRHM | New | CRH MEDICAL CORP | $198,000 | – | 24,100 | +100.0% | 0.11% | – |
| SORL | Sorl Auto Parts | $163,000 | +26.4% | 42,300 | 0.0% | 0.09% | +9.6% | |
| FRBA | First Bank (Nj) | $120,000 | +3.4% | 10,000 | 0.0% | 0.07% | -10.7% | |
| MEET | Exit | Meetme Inc | $0 | – | -22,000 | -100.0% | -0.07% | – |
| HMY | Exit | Harmony Gold Mining Co Ltd | $0 | – | -78,400 | -100.0% | -0.11% | – |
| TASR | Exit | Taser Intl Inc | $0 | – | -8,317 | -100.0% | -0.13% | – |
| AVHOQ | Exit | Avianca Holdings S.A.adr | $0 | – | -21,100 | -100.0% | -0.13% | – |
| GILD | Exit | Gilead Sciences, Inc. | $0 | – | -2,838 | -100.0% | -0.13% | – |
| LUV | Exit | Southwest Airlines Co. | $0 | – | -4,135 | -100.0% | -0.13% | – |
| NSP | Exit | INSPERITY INC | $0 | – | -3,000 | -100.0% | -0.14% | – |
| EGP | Exit | Eastgroup Properties Inc. | $0 | – | -2,900 | -100.0% | -0.14% | – |
| SBUX | Exit | Starbucks Corporation | $0 | – | -3,953 | -100.0% | -0.14% | – |
| GIMO | Exit | Gigamon Inc | $0 | – | -5,000 | -100.0% | -0.15% | – |
| PNDZY | Exit | Pandora A/S | $0 | – | -7,345 | -100.0% | -0.15% | – |
| HMST | Exit | HomeStreet Inc. | $0 | – | -8,100 | -100.0% | -0.16% | – |
| ERI | Exit | Eldorado Resorts Inc | $0 | – | -15,700 | -100.0% | -0.17% | – |
| XIN | Exit | Xinyuan Real Estate Co. Ltd.adr | $0 | – | -54,000 | -100.0% | -0.17% | – |
| NSA | Exit | National Storage Affiliates Trust | $0 | – | -13,300 | -100.0% | -0.19% | – |
| ORIT | Exit | Oritani Finl Corp | $0 | – | -15,600 | -100.0% | -0.19% | – |
| FGD | Exit | First Trust Exchetf | $0 | – | -13,612 | -100.0% | -0.20% | – |
| WIX | Exit | Wix.com Limited | $0 | – | -7,500 | -100.0% | -0.22% | – |
| SDY | Exit | Spdr Series Trustetf | $0 | – | -4,151 | -100.0% | -0.23% | – |
| CRUS | Exit | Cirrus Logic, Inc. | $0 | – | -6,400 | -100.0% | -0.23% | – |
| BGSF | Exit | BG STAFFING INC | $0 | – | -32,200 | -100.0% | -0.32% | – |
| SYY | Exit | Sysco Corporation | $0 | – | -9,157 | -100.0% | -0.33% | – |
| SHV | Exit | ISHARES TRUSTetf | $0 | – | -4,725 | -100.0% | -0.34% | – |
| EW | Exit | Edwards Lifesciences Corporation | $0 | – | -5,700 | -100.0% | -0.34% | – |
| GIS | Exit | General Mills, Inc. | $0 | – | -8,700 | -100.0% | -0.35% | – |
| SJM | Exit | J.M. Smucker Company | $0 | – | -4,800 | -100.0% | -0.40% | – |
| RAI | Exit | Reynolds American Inc. | $0 | – | -12,700 | -100.0% | -0.46% | – |
| HDSN | Exit | Hudson Technologes | $0 | – | -94,178 | -100.0% | -0.49% | – |
| TSN | Exit | Tyson Foods, Inc. | $0 | – | -12,300 | -100.0% | -0.49% | – |
| MXL | Exit | Maxlinear Inc | $0 | – | -37,800 | -100.0% | -0.53% | – |
| SWHC | Exit | Smith & Wesson Holding Corporation | $0 | – | -42,200 | -100.0% | -0.57% | – |
| T | Exit | AT&T Inc. | $0 | – | -21,100 | -100.0% | -0.58% | – |
| FN | Exit | FABRINET SHS | $0 | – | -23,000 | -100.0% | -0.60% | – |
| NDAQ | Exit | Nasdaq Inc | $0 | – | -16,300 | -100.0% | -0.70% | – |
| IYC | Exit | ISHARES TRUSTetf | $0 | – | -7,953 | -100.0% | -0.77% | – |
| IYJ | Exit | ISHARES TRUSTetf | $0 | – | -9,963 | -100.0% | -0.77% | – |
| IWS | Exit | ISHARES TRUSTetf | $0 | – | -14,977 | -100.0% | -0.78% | – |
| IWB | Exit | ISHARES TRUSTetf | $0 | – | -9,784 | -100.0% | -0.78% | – |
| IYY | Exit | ISHARES TRUSTetf | $0 | – | -10,857 | -100.0% | -0.78% | – |
| IWF | Exit | ISHARES TRUSTetf | $0 | – | -11,616 | -100.0% | -0.78% | – |
| EWZ | Exit | Ishares Incetf | $0 | – | -36,693 | -100.0% | -0.79% | – |
| IXN | Exit | ISHARES TRUSTetf | $0 | – | -11,151 | -100.0% | -0.79% | – |
| STZ | Exit | Constellation Brands, Inc. | $0 | – | -9,001 | -100.0% | -0.89% | – |
| VMC | Exit | Vulcan Materials Company | $0 | – | -13,500 | -100.0% | -1.09% | – |
| XLE | Exit | Select Sector Spdretf | $0 | – | -187,044 | -100.0% | -9.07% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TECHNOLOGY SELECT SECTOR SPDR FUND | 31 | Q3 2023 | 11.7% |
| SELECT SECTOR SPDR TR | 28 | Q3 2023 | 9.1% |
| Standard & Poor's Depositary Receipts | 28 | Q3 2023 | 8.2% |
| ISHARES TRUST | 28 | Q1 2023 | 3.0% |
| SELECT SECTOR SPDR TR | 26 | Q3 2023 | 8.8% |
| ISHARES U.S. MEDICAL DEVICES ETF | 26 | Q3 2023 | 4.7% |
| ISHARES TRUST | 25 | Q1 2023 | 8.8% |
| SELECT SECTOR SPDR TR | 23 | Q3 2023 | 9.1% |
| ISHARES TRUST | 22 | Q1 2023 | 2.3% |
| SELECT SECTOR SPDR TR | 21 | Q2 2023 | 17.1% |
View Cavalier Investments, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-02 |
View Cavalier Investments, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.