$344 Million is the total value of Cavalier Investments, LLC's 166 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 58.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLV | Sell | Select Sector Spdretf | $15,173,000 | -17.3% | 159,484 | -27.5% | 4.41% | -28.7% |
| XLK | Sell | Select Sector Spdretf | $15,060,000 | -18.6% | 199,916 | -24.9% | 4.38% | -29.8% |
| XLY | Sell | Select Sector Spdretf | $14,597,000 | -17.3% | 124,528 | -22.8% | 4.24% | -28.6% |
| XLI | Buy | Select Sector Spdretf | $14,460,000 | +4852.1% | 184,466 | +4412.4% | 4.20% | +4190.8% |
| XLC | Sell | Select Sector Spdretf | $14,017,000 | -24.4% | 286,067 | -23.6% | 4.08% | -34.8% |
| XLP | New | Select Sector Spdretf | $13,952,000 | – | 258,797 | +100.0% | 4.06% | – |
| XLB | New | Select Sector Spdretf | $13,680,000 | – | 236,154 | +100.0% | 3.98% | – |
| XLU | Buy | Select Sector Spdretf | $13,626,000 | +255.0% | 258,701 | +250.2% | 3.96% | +206.2% |
| XLRE | Sell | Select Sector Spdretf | $13,535,000 | -28.1% | 415,050 | -27.9% | 3.94% | -38.0% |
| XLF | Sell | SBI INT-FINL | $13,465,000 | -25.6% | 488,233 | -28.4% | 3.92% | -35.9% |
| NVDA | Buy | Nvidia Corp | $5,629,000 | +62.5% | 20,030 | +36.9% | 1.64% | +40.2% |
| USMV | Buy | ISHARES TRUSTetf | $5,548,000 | +80.8% | 97,277 | +68.5% | 1.61% | +56.0% |
| IVV | Buy | ISHARES TRUSTetf | $5,527,000 | +80.1% | 116,821 | +939.4% | 1.61% | +55.4% |
| JNK | Spdr Series Trustetf | $5,060,000 | +1.6% | 140,354 | 0.0% | 1.47% | -12.4% | |
| ITA | Buy | ISHARES TRUST U.S. AER&DEF ETFetf | $4,709,000 | +30.4% | 21,748 | +15.9% | 1.37% | +12.4% |
| IHI | Buy | ISHARES TRUSTetf | $4,517,000 | +18.4% | 19,856 | +4.4% | 1.31% | +2.0% |
| SPYG | New | Spdr Series Trustetf | $4,328,000 | – | 113,180 | +100.0% | 1.26% | – |
| IXN | Buy | ISHARES TRUSTetf | $4,247,000 | +14.3% | 24,250 | +7.3% | 1.24% | -1.4% |
| SOXX | Buy | ISHARES TRUSTetf | $4,132,000 | +16.4% | 22,330 | +12.1% | 1.20% | +0.4% |
| CWB | New | Spdr Series Trustetf | $4,085,000 | – | 75,727 | +100.0% | 1.19% | – |
| FDN | Buy | First Tr Exchangeetf | $4,050,000 | +4.2% | 28,617 | +1.4% | 1.18% | -10.1% |
| WPS | New | ISHARES TRUSTetf | $3,904,000 | – | 105,575 | +100.0% | 1.14% | – |
| KRE | Buy | Spdr Series Trustetf | $3,801,000 | +979.8% | 63,969 | +1006.0% | 1.10% | +828.6% |
| MED | Medifast Inc | $3,301,000 | +38.3% | 14,900 | 0.0% | 0.96% | +19.3% | |
| XHE | New | Spdr Series Trustetf | $3,162,000 | – | 36,011 | +100.0% | 0.92% | – |
| VGT | New | Vanguard World Fdsetf | $3,068,000 | – | 15,147 | +100.0% | 0.89% | – |
| ALGN | Align Technology I | $3,032,000 | +14.4% | 7,750 | 0.0% | 0.88% | -1.3% | |
| HD | Buy | The Home Depot, Inc. | $2,900,000 | +118.7% | 14,000 | +105.9% | 0.84% | +88.6% |
| VFH | New | Vanguard World Fdsetf | $2,884,000 | – | 41,572 | +100.0% | 0.84% | – |
| IJH | New | iShares Mid Capetf | $2,769,000 | – | 13,761 | +100.0% | 0.80% | – |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $2,632,000 | +24.1% | 9,750 | +12.1% | 0.76% | +7.0% |
| EC | Ecopetrol S.A. | $2,620,000 | +31.1% | 97,300 | 0.0% | 0.76% | +13.1% | |
| PAYC | Buy | Paycom Software Inc | $2,549,000 | +92.5% | 16,400 | +22.4% | 0.74% | +66.1% |
| VLO | Valero Energy Corporation | $2,468,000 | +2.6% | 21,700 | 0.0% | 0.72% | -11.5% | |
| BA | Buy | The Boeing Company | $2,455,000 | +70.2% | 6,600 | +53.5% | 0.71% | +46.9% |
| STX | New | Seagate Tech Plc | $2,368,000 | – | 50,000 | +100.0% | 0.69% | – |
| TOTL | New | Double Line Tacticaletf | $2,215,000 | – | 47,037 | +100.0% | 0.64% | – |
| BCC | Boise Cascade Co | $2,190,000 | -17.6% | 59,500 | 0.0% | 0.64% | -29.0% | |
| PTH | New | POWERSHARES ETF TRUST DYN LSR & ENTetf | $2,148,000 | – | 21,752 | +100.0% | 0.62% | – |
| TREX | Trex Company, Inc. | $2,117,000 | +23.0% | 27,500 | 0.0% | 0.62% | +6.2% | |
| IWN | Buy | iShares Small Valueetf | $2,077,000 | +3.8% | 15,620 | +2.5% | 0.60% | -10.5% |
| NFLX | Buy | Netflix, Inc. | $2,058,000 | +150.4% | 5,500 | +161.9% | 0.60% | +115.9% |
| ABMD | Buy | Abiomed Inc | $2,046,000 | +25.1% | 4,550 | +13.8% | 0.60% | +7.8% |
| SBIO | Buy | Alps Etf Trustetf | $2,043,000 | +837.2% | 51,892 | +784.8% | 0.59% | +702.7% |
| New | Preferred Apt Communities | $2,000,000 | – | 2,000 | +100.0% | 0.58% | – | |
| FTNT | Buy | Forent Energy Inc | $1,947,000 | +352.8% | 21,100 | +205.8% | 0.57% | +290.3% |
| NOC | Northrop Grumman Corporation | $1,904,000 | +3.1% | 6,000 | 0.0% | 0.55% | -10.9% | |
| MA | Buy | MasterCard Incorporated | $1,803,000 | +317.4% | 8,100 | +268.2% | 0.52% | +258.9% |
| ISRG | Intuitive Surgical | $1,782,000 | +20.0% | 3,105 | 0.0% | 0.52% | +3.4% | |
| NOW | New | Servicenow Inc | $1,741,000 | – | 8,900 | +100.0% | 0.51% | – |
| WWE | World Wrestling En | $1,683,000 | +32.8% | 17,400 | 0.0% | 0.49% | +14.5% | |
| ESIO | Buy | Electro Scientific Industries Inc. | $1,633,000 | +137.7% | 93,600 | +114.7% | 0.48% | +104.7% |
| JHME | JOHN HANCOCK EXCHANGE TRADED Fetf | $1,634,000 | +1.1% | 50,000 | 0.0% | 0.48% | -12.8% | |
| AMZA | Etfis Ser Tr Ietf | $1,635,000 | +1.9% | 219,490 | 0.0% | 0.48% | -12.2% | |
| AMZN | New | Amazon.com, Inc. | $1,602,000 | – | 800 | +100.0% | 0.47% | – |
| DK | DELEK US HLDGS INC NEW COM | $1,591,000 | -15.4% | 37,500 | 0.0% | 0.46% | -27.0% | |
| PSX | Phillips 66 | $1,522,000 | +0.4% | 13,500 | 0.0% | 0.44% | -13.3% | |
| APPF | Appfolio Incorporation | $1,505,000 | +28.2% | 19,200 | 0.0% | 0.44% | +10.6% | |
| VNOM | Viper Energy Partners LP | $1,486,000 | +32.0% | 35,300 | 0.0% | 0.43% | +13.7% | |
| HFC | HollyFrontier Corporati | $1,433,000 | +2.2% | 20,500 | 0.0% | 0.42% | -11.8% | |
| GPRK | Buy | GEOPARK LTD | $1,367,000 | +97.8% | 67,000 | +100.0% | 0.40% | +70.8% |
| ZTS | Zoetis Inc. | $1,273,000 | +7.5% | 13,900 | 0.0% | 0.37% | -7.3% | |
| AXON | Buy | AXON ENTERPRISE INC COM | $1,245,000 | +119.2% | 18,200 | +102.2% | 0.36% | +88.5% |
| PYPL | Paypal Holdings Incorporation | $1,230,000 | +5.6% | 14,000 | 0.0% | 0.36% | -8.9% | |
| LGND | Buy | Ligand Pharmaceuticals Incorporated | $1,208,000 | +94.5% | 4,400 | +46.7% | 0.35% | +67.9% |
| IIN | New | Intricom Corp | $1,191,000 | – | 21,200 | +100.0% | 0.35% | – |
| GRUB | New | Grubhub Inc | $1,178,000 | – | 8,500 | +100.0% | 0.34% | – |
| IRMD | New | IRADIMED CORP | $1,137,000 | – | 30,600 | +100.0% | 0.33% | – |
| BRKB | Berkshire Hathaway Inc. | $1,110,000 | +14.8% | 5,185 | 0.0% | 0.32% | -0.9% | |
| LULU | Buy | Lululemon Athletic | $1,105,000 | +153.4% | 6,800 | +94.3% | 0.32% | +118.4% |
| XPO | XPO Logistics Inc. | $1,073,000 | +14.0% | 9,400 | 0.0% | 0.31% | -1.6% | |
| LITE | Lumentum Holdings Incorporation | $1,049,000 | +3.6% | 17,500 | 0.0% | 0.30% | -10.8% | |
| UNP | Union Pacific Corporation | $1,040,000 | +14.9% | 6,390 | 0.0% | 0.30% | -1.0% | |
| VIRT | Buy | Virtu Financial Inc | $1,031,000 | +3.3% | 50,400 | +34.0% | 0.30% | -11.0% |
| MU | Micron Technology Inc. | $1,022,000 | -13.8% | 22,600 | 0.0% | 0.30% | -25.8% | |
| MTCH | New | Match Group Inc. | $996,000 | – | 17,200 | +100.0% | 0.29% | – |
| HEI | Heico Corp | $984,000 | +27.1% | 10,625 | 0.0% | 0.29% | +9.6% | |
| MCFT | MCBC Holdings Inc. | $965,000 | +24.0% | 26,900 | 0.0% | 0.28% | +7.3% | |
| DNRCQ | New | Denbury Resources Inc. | $963,000 | – | 155,300 | +100.0% | 0.28% | – |
| FSS | FED Signal Corp | $932,000 | +15.1% | 34,800 | 0.0% | 0.27% | -0.7% | |
| BEAT | New | Biotelemetry Inc | $928,000 | – | 14,400 | +100.0% | 0.27% | – |
| JHMC | JOHN HANCOCK EXCHANGE TRADED Fetf | $899,000 | +3.8% | 27,086 | 0.0% | 0.26% | -10.6% | |
| TTGT | Buy | Techtarget Inc | $891,000 | +2.5% | 45,900 | +50.0% | 0.26% | -11.6% |
| MEOH | Methanex Corporation | $862,000 | +11.9% | 10,900 | 0.0% | 0.25% | -3.5% | |
| ULH | New | Universal Logistics Holdings Inc | $857,000 | – | 23,300 | +100.0% | 0.25% | – |
| TWTR | Buy | Twitter Inc | $854,000 | +106.3% | 30,000 | +215.8% | 0.25% | +77.1% |
| PGR | New | The Progressive Corporation | $852,000 | – | 12,000 | +100.0% | 0.25% | – |
| PGTI | PGT Innovations Inc | $845,000 | +3.7% | 39,100 | 0.0% | 0.25% | -10.5% | |
| NICE | Nice Limited | $836,000 | +10.4% | 7,300 | 0.0% | 0.24% | -4.7% | |
| BURL | New | Burlington Stores | $815,000 | – | 5,000 | +100.0% | 0.24% | – |
| MIME | Mimecast Ltd | $808,000 | +1.6% | 19,300 | 0.0% | 0.24% | -12.3% | |
| RDWR | Buy | Radware | $799,000 | +89.3% | 30,200 | +80.8% | 0.23% | +63.4% |
| WNS | WNS Holdings Ltd | $751,000 | -2.7% | 14,800 | 0.0% | 0.22% | -16.2% | |
| CVLG | Covenant Transn Gp | $738,000 | -7.8% | 25,400 | 0.0% | 0.22% | -20.4% | |
| VMI | Valmont Industries Inc. | $739,000 | -8.1% | 5,336 | 0.0% | 0.22% | -20.7% | |
| AMTD | TD AMERITRADE Holding Corporation | $719,000 | -3.4% | 13,601 | 0.0% | 0.21% | -16.7% | |
| MC | Moelis & Company | $685,000 | -6.5% | 12,509 | 0.0% | 0.20% | -19.4% | |
| ELY | Callaway Golf Co | $685,000 | +28.3% | 28,200 | 0.0% | 0.20% | +10.6% | |
| RYAM | Rayonier Advanced Materials Inc | $671,000 | +7.9% | 36,400 | 0.0% | 0.20% | -7.1% | |
| ENTA | Enanta Pharmaceuticals Inc | $649,000 | -26.2% | 7,600 | 0.0% | 0.19% | -36.4% | |
| AMOT | New | Allied Motion Tech | $637,000 | – | 11,700 | +100.0% | 0.18% | – |
| NMIH | NMI Holdings Inc | $632,000 | +39.2% | 27,900 | 0.0% | 0.18% | +20.3% | |
| COP | New | ConocoPhillips | $611,000 | – | 7,900 | +100.0% | 0.18% | – |
| WERN | Sell | Werner Enterprises | $612,000 | -54.6% | 17,319 | -51.8% | 0.18% | -60.9% |
| GTLS | New | Chart Industries Inc | $595,000 | – | 7,600 | +100.0% | 0.17% | – |
| MIXT | MIX Telematics Ltd | $585,000 | -18.4% | 40,500 | 0.0% | 0.17% | -29.8% | |
| NBIX | New | Neurocrine Bioscie | $578,000 | – | 4,700 | +100.0% | 0.17% | – |
| KORS | Michael Kors Holdings Ltd | $576,000 | +3.0% | 8,400 | 0.0% | 0.17% | -11.2% | |
| ROST | New | Ross Stores Inc | $575,000 | – | 5,800 | +100.0% | 0.17% | – |
| OEC | Orion Engineered Carbons S.A. | $575,000 | +4.2% | 17,900 | 0.0% | 0.17% | -10.2% | |
| MBUU | Malibu Boats Inc | $550,000 | +30.6% | 10,044 | 0.0% | 0.16% | +12.7% | |
| IMGN | New | ImmunoGen Inc. | $536,000 | – | 56,600 | +100.0% | 0.16% | – |
| GWW | New | Grainger W W Inc | $536,000 | – | 1,500 | +100.0% | 0.16% | – |
| TNET | Trinet Group Inc | $529,000 | +0.8% | 9,400 | 0.0% | 0.15% | -13.0% | |
| INGN | New | Inogen Inc | $525,000 | – | 2,150 | +100.0% | 0.15% | – |
| XLE | Sell | Select Sector Spdretf | $519,000 | -97.0% | 6,855 | -97.0% | 0.15% | -97.4% |
| EQNR | New | Statoil ASA | $519,000 | – | 18,400 | +100.0% | 0.15% | – |
| ODFL | OLD Dominion Fght | $516,000 | +8.4% | 3,200 | 0.0% | 0.15% | -6.8% | |
| CAMT | New | Camtek | $511,000 | – | 59,600 | +100.0% | 0.15% | – |
| EPM | New | Evolution Petr Cor | $506,000 | – | 46,000 | +100.0% | 0.15% | – |
| TGLS | New | Tecnoglass Inc | $501,000 | – | 51,001 | +100.0% | 0.15% | – |
| CME | CME Group Inc. | $494,000 | +4.0% | 2,900 | 0.0% | 0.14% | -10.0% | |
| INXN | Interxion Holding | $491,000 | +7.9% | 7,300 | 0.0% | 0.14% | -6.5% | |
| CPRT | Copart Inc | $479,000 | -8.9% | 9,300 | 0.0% | 0.14% | -21.5% | |
| SPGI | S&P GLOBAL INC | $469,000 | -4.1% | 2,400 | 0.0% | 0.14% | -17.6% | |
| SUPN | Supernus Pharmaceuticals, Inc | $458,000 | -15.8% | 9,100 | 0.0% | 0.13% | -27.3% | |
| ENVA | ENOVA INTL INC | $458,000 | -18.5% | 15,900 | 0.0% | 0.13% | -29.6% | |
| LGCY | New | Legacy Reserves Inc | $459,000 | – | 94,700 | +100.0% | 0.13% | – |
| VRSK | New | Verisk Analytics, Inc. | $458,000 | – | 3,800 | +100.0% | 0.13% | – |
| WEX | Wex Inc | $452,000 | +5.6% | 2,249 | 0.0% | 0.13% | -9.0% | |
| PANW | New | Palo Alto Networks Inc | $451,000 | – | 2,000 | +100.0% | 0.13% | – |
| MLNX | Mellanox Technolog | $441,000 | -12.7% | 6,000 | 0.0% | 0.13% | -24.7% | |
| BP | BP p.l.c. | $438,000 | +1.2% | 9,500 | 0.0% | 0.13% | -13.0% | |
| ABR | ARBOR REALTY INC | $429,000 | +10.0% | 37,400 | 0.0% | 0.12% | -5.3% | |
| TEAM | New | Atlassian Corporation Plc | $423,000 | – | 4,400 | +100.0% | 0.12% | – |
| SU | Suncor Energy Inc. | $418,000 | -4.8% | 10,800 | 0.0% | 0.12% | -17.6% | |
| NRC | Natl Research Corp | $416,000 | +3.2% | 10,790 | 0.0% | 0.12% | -11.0% | |
| LNN | Lindsay Corp | $394,000 | +3.7% | 3,927 | 0.0% | 0.12% | -10.2% | |
| AMED | New | Amedisys Inc | $387,000 | – | 3,100 | +100.0% | 0.11% | – |
| PFIE | Profire Energy Inc | $367,000 | -5.4% | 115,000 | 0.0% | 0.11% | -18.3% | |
| NNI | Nelnet Inc. | $347,000 | -2.0% | 6,071 | 0.0% | 0.10% | -15.1% | |
| THR | New | THERMON GROUP HLDGS INC | $335,000 | – | 13,000 | +100.0% | 0.10% | – |
| AUDC | New | AudioCodes Ltd. | $329,000 | – | 32,700 | +100.0% | 0.10% | – |
| VB | New | Vanguard Index Fdsetf | $327,000 | – | 2,014 | +100.0% | 0.10% | – |
| JHMF | JOHN HANCOCK EXCHANGE TRADED Fetf | $322,000 | +2.9% | 8,636 | 0.0% | 0.09% | -11.3% | |
| PCOM | POINTS INTL LTD | $312,000 | -14.5% | 22,200 | 0.0% | 0.09% | -26.0% | |
| MPX | New | Marine Products Co | $300,000 | – | 13,100 | +100.0% | 0.09% | – |
| IAI | New | ISHARES TRUSTetf | $283,000 | – | 4,554 | +100.0% | 0.08% | – |
| MGRC | Mcgrath Rentcorp | $278,000 | -13.7% | 5,100 | 0.0% | 0.08% | -25.7% | |
| IIIN | New | Insteel Inds Inc | $276,000 | – | 7,700 | +100.0% | 0.08% | – |
| BKE | Sell | Buckle | $272,000 | -14.2% | 11,795 | -1.5% | 0.08% | -26.2% |
| GPP | Green Plains Partners Lp | $257,000 | -12.9% | 17,242 | 0.0% | 0.08% | -24.2% | |
| GPRE | Green Plains Inc | $253,000 | -5.9% | 14,718 | 0.0% | 0.07% | -18.7% | |
| ATAX | America First Multifamily Investors L.P | $246,000 | -10.2% | 43,183 | 0.0% | 0.07% | -21.7% | |
| SPAR | Spartan Motors | $248,000 | -2.0% | 16,800 | 0.0% | 0.07% | -15.3% | |
| SEDG | New | Solaredge Technologies Inc | $241,000 | – | 6,400 | +100.0% | 0.07% | – |
| WINMQ | Windstream Holdings Inc | $76,000 | -6.2% | 15,489 | 0.0% | 0.02% | -18.5% | |
| SB | Exit | SAFE BULKERS INC | $0 | – | -94,800 | -100.0% | -0.11% | – |
| KNX | Exit | KNIGHT SWIFT TRANSN HLDGS INcl a | $0 | – | -9,700 | -100.0% | -0.12% | – |
| TECK | Exit | TECK RESOURCES LTDcl b | $0 | – | -15,400 | -100.0% | -0.13% | – |
| GOGL | Exit | GOLDEN OCEAN GROUP LTD | $0 | – | -48,000 | -100.0% | -0.14% | – |
| VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -11,143 | -100.0% | -0.16% | – |
| LGCY | Exit | LEGACY RESERVES LP | $0 | – | -94,700 | -100.0% | -0.19% | – |
| JOBS | Exit | 51JOB INC | $0 | – | -5,750 | -100.0% | -0.19% | – |
| TX | Exit | TERNIUM SA | $0 | – | -18,900 | -100.0% | -0.22% | – |
| MGA | Exit | MAGNA INTL INC | $0 | – | -12,600 | -100.0% | -0.25% | – |
| HEES | Exit | H&E EQUIPMENT SERVICES INC | $0 | – | -19,600 | -100.0% | -0.25% | – |
| SGH | Exit | SMART GLOBAL HOLDINGS | $0 | – | -24,200 | -100.0% | -0.26% | – |
| NOVT | Exit | NOVANTA INC | $0 | – | -12,500 | -100.0% | -0.26% | – |
| OSB | Exit | NORBORD INC | $0 | – | -19,300 | -100.0% | -0.27% | – |
| RACE | Exit | FERRARI N V | $0 | – | -6,100 | -100.0% | -0.28% | – |
| NVR | Exit | NVR INC | $0 | – | -305 | -100.0% | -0.30% | – |
| ERI | Exit | ELDORADO RESORTS INC | $0 | – | -23,700 | -100.0% | -0.31% | – |
| HOLI | Exit | HOLLYSYS AUTOMATION TECHNOLO | $0 | – | -45,200 | -100.0% | -0.34% | – |
| CC | Exit | CHEMOURS CO | $0 | – | -23,200 | -100.0% | -0.35% | – |
| CAT | Exit | CATERPILLAR INC DEL | $0 | – | -7,600 | -100.0% | -0.35% | – |
| FMC | Exit | F M C CORP | $0 | – | -12,650 | -100.0% | -0.38% | – |
| KRO | Exit | KRONOS WORLDWIDE INC | $0 | – | -52,000 | -100.0% | -0.40% | – |
| ATHM | Exit | AUTOHOME INCsp adr rp cl a | $0 | – | -11,800 | -100.0% | -0.40% | – |
| CORT | Exit | CORCEPT THERAPEUTICS INC | $0 | – | -76,000 | -100.0% | -0.40% | – |
| WLK | Exit | WESTLAKE CHEM CORP | $0 | – | -12,250 | -100.0% | -0.44% | – |
| WB | Exit | WEIBO CORPsponsored adr | $0 | – | -15,140 | -100.0% | -0.45% | – |
| DQ | Exit | DAQO NEW ENERGY CORPspnsrd adr new | $0 | – | -39,600 | -100.0% | -0.47% | – |
| REXR | Exit | REXFORD INDL RLTY INC | $0 | – | -45,200 | -100.0% | -0.48% | – |
| DXC | Exit | DXC TECHNOLOGY CO | $0 | – | -18,000 | -100.0% | -0.49% | – |
| SQM | Exit | SOCIEDAD QUIMICA MINERA DE Cspon adr ser b | $0 | – | -40,400 | -100.0% | -0.65% | – |
| Exit | HUAZHU GROUP LRD | $0 | – | -53,200 | -100.0% | -0.75% | – | |
| IPGP | Exit | IPG PHOTONICS CORP | $0 | – | -10,800 | -100.0% | -0.80% | – |
| ANET | Exit | ARISTA NETWORKS INC | $0 | – | -9,500 | -100.0% | -0.82% | – |
| Exit | ISHARES TRs&p mid-cap etf | $0 | – | -13,701 | -100.0% | -0.90% | – | |
| SCJ | Exit | ISHARES INCmsci japn smcetf | $0 | – | -46,242 | -100.0% | -1.22% | – |
| KIE | Exit | SPDR SERIES TRUSTs&p insurance etf | $0 | – | -123,419 | -100.0% | -1.24% | – |
| IYG | Exit | ISHARES TRus fin serv etf | $0 | – | -28,595 | -100.0% | -1.25% | – |
| XBI | Exit | SPDR SERIES TRUSTs&p biotech | $0 | – | -40,558 | -100.0% | -1.30% | – |
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 2018-11-13
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.