$243 Million is the total value of Cavalier Investments, LLC's 123 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 65.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLK | Sell | Technology Select Se ctor SPDR Fund | $14,668,000 | -30.6% | 198,218 | -41.9% | 6.03% | -11.5% |
| XLI | Buy | Industrial Select Se ctor SPDR Fund | $13,527,000 | +1252.7% | 180,286 | +1061.7% | 5.56% | +1627.0% |
| XLB | New | Materials Select Sec tor SPDR Fund | $10,362,000 | – | 186,699 | +100.0% | 4.26% | – |
| XLE | Buy | Energy Select Sector SPDR Fund | $10,263,000 | +955.9% | 155,218 | +816.3% | 4.22% | +1247.9% |
| XLY | Sell | Consumer Discretionary Select Sector SPD | $9,408,000 | -45.0% | 82,633 | -52.2% | 3.87% | -29.8% |
| XLRE | Sell | Real Estate Select S ector SPDR Fund | $9,216,000 | -53.5% | 254,448 | -60.2% | 3.79% | -40.8% |
| XLU | Sell | Utilities Select Sec tor SPDR Fund | $8,947,000 | -53.7% | 153,800 | -57.9% | 3.68% | -41.0% |
| XLC | New | Communication Servic es Select Sector SPD | $8,852,000 | – | 189,276 | +100.0% | 3.64% | – |
| XLF | Sell | Financial Select Sec tor SPDR Fund | $8,410,000 | -47.5% | 327,100 | -51.4% | 3.46% | -33.1% |
| USMV | Sell | iShares Edge MSCI Mi n Vol USA ETF | $6,845,000 | -41.6% | 116,435 | -47.9% | 2.81% | -25.5% |
| IVV | Sell | iShares Core S&P 500 ETF | $6,655,000 | -25.3% | 23,388 | -33.9% | 2.74% | -4.8% |
| GLD | New | SPDR Gold Shares | $5,103,000 | – | 41,821 | +100.0% | 2.10% | – |
| SHY | Sell | iShares 1-3 Year Treasury Bond ETF | $5,006,000 | -34.2% | 59,550 | -34.5% | 2.06% | -16.1% |
| IEI | Sell | iShares 3-7 Year Treasury Bond ETF | $4,165,000 | -29.5% | 33,838 | -30.4% | 1.71% | -10.1% |
| IHI | iShares U.S. Medical Devices ETF | $3,088,000 | +15.9% | 13,339 | 0.0% | 1.27% | +47.7% | |
| JNK | New | SPDR Bloomberg Barclays High Yield Bond | $3,083,000 | – | 85,719 | +100.0% | 1.27% | – |
| BA | Buy | Boeing Co/The | $2,918,000 | +37.1% | 7,650 | +15.9% | 1.20% | +74.9% |
| PAYC | Sell | Paycom Software Inc | $2,771,000 | +38.0% | 14,650 | -10.7% | 1.14% | +76.0% |
| ADBE | Buy | Adobe Systems Inc | $2,762,000 | +25.2% | 10,365 | +6.3% | 1.14% | +59.6% |
| GDX | New | VanEck Vectors Gold Miners ETF | $2,604,000 | – | 116,134 | +100.0% | 1.07% | – |
| ABR | Buy | Arbor Realty Trust I nc | $2,575,000 | +30.5% | 198,528 | +1.3% | 1.06% | +66.5% |
| AMZN | Amazon.com Inc | $2,534,000 | +18.5% | 1,423 | 0.0% | 1.04% | +51.2% | |
| FTNT | Fortinet Inc | $2,423,000 | +19.2% | 28,850 | 0.0% | 1.00% | +52.1% | |
| VOX | New | Vanguard Communication Servic | $2,352,000 | – | 28,161 | +100.0% | 0.97% | – |
| ABMD | Buy | ABIOMED Inc | $2,349,000 | +14.3% | 8,225 | +30.0% | 0.97% | +45.7% |
| IBB | New | iShares Nasdaq Biote chnology ETF | $2,343,000 | – | 20,958 | +100.0% | 0.96% | – |
| XPH | New | SPDR S&P Pharmaceuti cals ETF | $2,300,000 | – | 55,314 | +100.0% | 0.95% | – |
| CYBR | Buy | CyberArk Software Lt d | $2,292,000 | +820.5% | 19,256 | +473.8% | 0.94% | +1077.5% |
| LULU | Buy | Lululemon Athletica Inc | $2,261,000 | +77.1% | 13,800 | +31.4% | 0.93% | +125.7% |
| NOW | ServiceNow Inc | $2,194,000 | +38.4% | 8,900 | 0.0% | 0.90% | +76.5% | |
| MCHI | New | ISHARES MSCI CHINA ETF | $2,121,000 | – | 33,973 | +100.0% | 0.87% | – |
| EC | Ecopetrol SA | $2,086,000 | +35.0% | 97,300 | 0.0% | 0.86% | +72.3% | |
| CSWC | Buy | Capital Southwest Corp | $2,045,000 | +126.5% | 97,200 | +106.8% | 0.84% | +189.0% |
| NFLX | Netflix Inc | $1,961,000 | +33.2% | 5,500 | 0.0% | 0.81% | +69.7% | |
| MSFT | Buy | Microsoft Corp | $1,932,000 | +26.8% | 16,383 | +9.2% | 0.79% | +61.7% |
| MA | Mastercard Inc | $1,907,000 | +24.8% | 8,100 | 0.0% | 0.78% | +59.0% | |
| MED | Medifast Inc | $1,900,000 | +2.0% | 14,900 | 0.0% | 0.78% | +30.0% | |
| ISRG | Intuitive Surgical I nc | $1,772,000 | +19.2% | 3,105 | 0.0% | 0.73% | +52.0% | |
| FN | Buy | Fabrinet | $1,765,000 | +346.8% | 33,700 | +337.7% | 0.73% | +471.7% |
| TREX | Trex Co Inc | $1,692,000 | +3.7% | 27,500 | 0.0% | 0.70% | +32.3% | |
| CARG | Buy | Cargurus Inc | $1,687,000 | +303.6% | 42,100 | +239.5% | 0.69% | +414.1% |
| TOTL | Sell | SPDR Doubleline Tota l Return Tactical ET | $1,593,000 | -4.2% | 32,947 | -6.3% | 0.66% | +22.2% |
| XOP | New | SPDR OIL & GAS EXP & ETF | $1,582,000 | – | 51,475 | +100.0% | 0.65% | – |
| FSS | Federal Signal Corp | $1,578,000 | +30.6% | 60,700 | 0.0% | 0.65% | +66.8% | |
| ZTS | Buy | Zoetis Inc | $1,564,000 | +31.5% | 15,538 | +11.8% | 0.64% | +67.9% |
| XRT | New | SPDR S&P Retail ETF | $1,565,000 | – | 34,778 | +100.0% | 0.64% | – |
| APPF | Appfolio Inc | $1,524,000 | +34.0% | 19,200 | 0.0% | 0.63% | +70.8% | |
| WWE | World Wrestling Ente rtainment Inc | $1,510,000 | +16.2% | 17,400 | 0.0% | 0.62% | +48.2% | |
| VEEV | Buy | Veeva Systems Inc | $1,497,000 | +74.7% | 11,800 | +22.9% | 0.62% | +122.8% |
| GOOGL | Buy | Alphabet Inc | $1,379,000 | +27.2% | 1,172 | +13.0% | 0.57% | +62.5% |
| IRMD | iRadimed Corp | $1,355,000 | +14.8% | 48,247 | 0.0% | 0.56% | +46.6% | |
| BEAT | Buy | BioTelemetry Inc | $1,328,000 | +54.4% | 21,200 | +47.2% | 0.55% | +97.1% |
| PYPL | Sell | PayPal Holdings Inc | $1,320,000 | +13.9% | 12,712 | -7.8% | 0.54% | +45.2% |
| INDA | New | ISHARES MSCI INDIA ETF | $1,317,000 | – | 37,359 | +100.0% | 0.54% | – |
| QLYS | Buy | Qualys Inc | $1,299,000 | +270.1% | 15,700 | +234.0% | 0.53% | +372.6% |
| AMED | Amedisys Inc | $1,208,000 | +5.2% | 9,800 | 0.0% | 0.50% | +34.3% | |
| MLNX | Mellanox Technologie s Ltd | $1,207,000 | +28.1% | 10,200 | 0.0% | 0.50% | +63.2% | |
| AAPL | Sell | Apple Inc | $1,173,000 | -14.4% | 6,177 | -28.8% | 0.48% | +9.0% |
| BSX | Boston Scientific Co rp | $1,160,000 | +8.6% | 30,219 | 0.0% | 0.48% | +38.7% | |
| AUDC | Buy | AudioCodes Ltd | $1,158,000 | +258.5% | 83,699 | +156.0% | 0.48% | +357.7% |
| GPRK | Geopark Ltd | $1,158,000 | +25.1% | 67,000 | 0.0% | 0.48% | +59.2% | |
| ROST | Ross Stores Inc | $1,136,000 | +11.9% | 12,200 | 0.0% | 0.47% | +42.8% | |
| SQ | Square Inc | $1,124,000 | +33.7% | 14,997 | 0.0% | 0.46% | +70.5% | |
| HEI | HEICO Corp | $1,008,000 | +22.5% | 10,625 | 0.0% | 0.41% | +56.2% | |
| TWTR | Twitter Inc | $986,000 | +14.4% | 30,000 | 0.0% | 0.40% | +45.7% | |
| EWZ | New | iShares MSCI Brazil ETF | $978,000 | – | 23,872 | +100.0% | 0.40% | – |
| MTCH | Match Group Inc | $974,000 | +32.3% | 17,200 | 0.0% | 0.40% | +68.8% | |
| AZN | AstraZeneca PLC | $946,000 | +6.4% | 23,400 | 0.0% | 0.39% | +35.5% | |
| AZO | New | AutoZone Inc | $922,000 | – | 900 | +100.0% | 0.38% | – |
| NICE | Nice Ltd | $894,000 | +13.2% | 7,300 | 0.0% | 0.37% | +44.3% | |
| CDNS | New | Cadence Design Syste ms Inc | $895,000 | – | 14,100 | +100.0% | 0.37% | – |
| PGR | Progressive Corp/The | $865,000 | +19.5% | 12,000 | 0.0% | 0.36% | +52.8% | |
| EVTC | Buy | EVERTEC Inc | $843,000 | +80.1% | 30,300 | +85.9% | 0.35% | +129.8% |
| CME | Buy | CME Group Inc | $806,000 | +47.6% | 4,900 | +69.0% | 0.33% | +88.1% |
| KEYS | New | Keysight Technologie s Inc | $802,000 | – | 9,200 | +100.0% | 0.33% | – |
| SSW | Buy | Seaspan Corp | $793,000 | +101.3% | 91,100 | +81.1% | 0.33% | +156.7% |
| BGSF | Buy | BG Staffing Inc | $787,000 | +158.9% | 36,039 | +144.5% | 0.32% | +230.6% |
| RDWR | Radware Ltd | $789,000 | +15.0% | 30,200 | 0.0% | 0.32% | +46.6% | |
| WNS | WNS Holdings Ltd | $788,000 | +29.0% | 14,800 | 0.0% | 0.32% | +64.5% | |
| MBUU | Malibu Boats Inc | $726,000 | +13.8% | 18,344 | 0.0% | 0.30% | +44.7% | |
| NMIH | NMI Holdings Inc | $722,000 | +45.0% | 27,900 | 0.0% | 0.30% | +84.5% | |
| XLNX | New | Xilinx Inc | $710,000 | – | 5,600 | +100.0% | 0.29% | – |
| AMD | Advanced Micro Devices Inc | $699,000 | +38.1% | 27,393 | 0.0% | 0.29% | +76.1% | |
| GTLS | Chart Industries Inc | $688,000 | +39.3% | 7,600 | 0.0% | 0.28% | +78.0% | |
| SYK | Sell | Stryker Corp | $651,000 | -37.1% | 3,295 | -50.1% | 0.27% | -19.8% |
| TMO | Sell | Thermo Fisher Scient ific Inc | $645,000 | -39.2% | 2,357 | -50.3% | 0.26% | -22.5% |
| CPRT | Copart Inc | $563,000 | +26.8% | 9,300 | 0.0% | 0.23% | +61.5% | |
| CAMT | Camtek Ltd/Israel | $532,000 | +32.0% | 59,600 | 0.0% | 0.22% | +68.5% | |
| VRSK | Verisk Analytics Inc | $505,000 | +22.0% | 3,800 | 0.0% | 0.21% | +56.4% | |
| KRNT | New | KORNIT DIGITAL LMTD | $507,000 | – | 21,300 | +100.0% | 0.21% | – |
| COP | CONOCOPHILLIPS COM | $501,000 | +7.1% | 7,500 | 0.0% | 0.21% | +36.4% | |
| TEAM | Atlassian Corp PLC | $494,000 | +26.0% | 4,400 | 0.0% | 0.20% | +61.1% | |
| GLOB | New | Globant SA | $493,000 | – | 6,900 | +100.0% | 0.20% | – |
| PANW | Palo Alto Networks I nc | $486,000 | +28.9% | 2,000 | 0.0% | 0.20% | +63.9% | |
| BSTC | Buy | Biospecifics Technol gies Corp. | $486,000 | +70.5% | 7,800 | +66.0% | 0.20% | +117.4% |
| QNST | New | QuinStreet Inc | $477,000 | – | 35,600 | +100.0% | 0.20% | – |
| VRSN | New | VeriSign Inc | $472,000 | – | 2,600 | +100.0% | 0.19% | – |
| WEX | WEX Inc | $432,000 | +37.1% | 2,249 | 0.0% | 0.18% | +74.5% | |
| WMGI | New | Wright Medical Group N.V. | $428,000 | – | 13,600 | +100.0% | 0.18% | – |
| JCAP | Jernigan Capital, Inc. | $421,000 | +6.3% | 20,000 | 0.0% | 0.17% | +35.2% | |
| DXCM | DEXCOM INC COM | $417,000 | -0.5% | 3,500 | 0.0% | 0.17% | +26.7% | |
| ERIC | Telefonaktiebolaget LM Ericsson | $407,000 | +3.6% | 44,300 | 0.0% | 0.17% | +31.5% | |
| AMOT | Allied Motion Techno logies Inc | $402,000 | -23.1% | 11,700 | 0.0% | 0.16% | -2.4% | |
| LW | Lamb Weston Holdings Inc | $397,000 | +1.8% | 5,300 | 0.0% | 0.16% | +29.4% | |
| FOXF | New | Fox Factory Holding Corp | $391,000 | – | 5,600 | +100.0% | 0.16% | – |
| WIX | New | WIX.com, Ltd. | $375,000 | – | 3,100 | +100.0% | 0.15% | – |
| SPNS | New | Sapiens I'ntl Corporation N.V. | $371,000 | – | 24,300 | +100.0% | 0.15% | – |
| MGRC | McGrath RentCorp | $289,000 | +9.9% | 5,100 | 0.0% | 0.12% | +40.0% | |
| MEDP | Medpace Holdings Inc | $277,000 | +11.2% | 4,700 | 0.0% | 0.11% | +42.5% | |
| UFPT | UFP Technologies Inc | $262,000 | +24.8% | 7,000 | 0.0% | 0.11% | +58.8% | |
| ADP | New | Automatic Data Processing Inc. | $166,000 | – | 1,039 | +100.0% | 0.07% | – |
| ORLY | Sell | O'Reilly Automotive Inc. | $165,000 | -63.2% | 425 | -67.3% | 0.07% | -52.8% |
| SBUX | New | Starbucks Corp | $166,000 | – | 2,236 | +100.0% | 0.07% | – |
| V | New | Visa Inc. | $164,000 | – | 1,053 | +100.0% | 0.07% | – |
| FB | New | Facebook Inc. | $161,000 | – | 963 | +100.0% | 0.07% | – |
| NKE | New | NIKE Inc. | $156,000 | – | 1,858 | +100.0% | 0.06% | – |
| VOC | New | Voc Energy Trust | $88,000 | – | 15,379 | +100.0% | 0.04% | – |
| WINMQ | Exit | Windstream Holdings Inc | $0 | – | -15,489 | -100.0% | -0.01% | – |
| CAG | Exit | Conagra Brands Inc | $0 | – | -3,064 | -100.0% | -0.02% | – |
| JBSS | Exit | John B Sanfilippo & Son Inc | $0 | – | -1,469 | -100.0% | -0.03% | – |
| K | Exit | Kellogg Co | $0 | – | -1,481 | -100.0% | -0.03% | – |
| CSGS | Exit | CSG Systems Internat ional Inc | $0 | – | -2,687 | -100.0% | -0.03% | – |
| LNC | Exit | Lincoln National Cor p | $0 | – | -1,708 | -100.0% | -0.03% | – |
| HRL | Exit | Hormel Foods Corp | $0 | – | -2,021 | -100.0% | -0.03% | – |
| SYY | Exit | Sysco Corp | $0 | – | -1,379 | -100.0% | -0.03% | – |
| TSN | Exit | Tyson Foods Inc | $0 | – | -1,706 | -100.0% | -0.03% | – |
| GSK | Exit | GlaxoSmithKline PLC | $0 | – | -2,830 | -100.0% | -0.04% | – |
| DNRCQ | Exit | Denbury Resources In c | $0 | – | -73,300 | -100.0% | -0.04% | – |
| LGCY | Exit | Legacy Reserves LP | $0 | – | -94,700 | -100.0% | -0.05% | – |
| PFIE | Exit | Profire Energy Inc | $0 | – | -115,000 | -100.0% | -0.05% | – |
| GPRE | Exit | Green Plains Inc | $0 | – | -14,718 | -100.0% | -0.06% | – |
| GPP | Exit | Green Plains Partner s LP | $0 | – | -14,387 | -100.0% | -0.06% | – |
| ATAX | Exit | America First Multif amily Investors LP | $0 | – | -36,007 | -100.0% | -0.06% | – |
| LNN | Exit | Lindsay Corp | $0 | – | -2,263 | -100.0% | -0.07% | – |
| CVRR | Exit | CVR Refining LP | $0 | – | -20,800 | -100.0% | -0.07% | – |
| MPX | Exit | Marine Products Corp | $0 | – | -13,100 | -100.0% | -0.07% | – |
| BKE | Exit | Buckle Inc/The | $0 | – | -11,795 | -100.0% | -0.07% | – |
| INGN | Exit | Inogen Inc | $0 | – | -2,150 | -100.0% | -0.09% | – |
| NRC | Exit | National Research Co rp | $0 | – | -8,022 | -100.0% | -0.10% | – |
| EPM | Exit | Evolution Petroleum Corp | $0 | – | -46,000 | -100.0% | -0.10% | – |
| NNI | Exit | Nelnet Inc | $0 | – | -6,071 | -100.0% | -0.10% | – |
| KRE | Exit | SPDR S&P Regional Banking ETFetf | $0 | – | -8,384 | -100.0% | -0.13% | – |
| ATHM | Exit | Autohome Inc | $0 | – | -5,100 | -100.0% | -0.13% | – |
| SPGI | Exit | S&P Global Inc | $0 | – | -2,400 | -100.0% | -0.13% | – |
| TGLS | Exit | Tecnoglass Inc | $0 | – | -51,871 | -100.0% | -0.14% | – |
| DPZ | Exit | Domino's Pizza Inc | $0 | – | -1,700 | -100.0% | -0.14% | – |
| ULH | Exit | Universal Logistics Holdings Inc | $0 | – | -23,300 | -100.0% | -0.14% | – |
| ELY | Exit | Callaway Golf Co | $0 | – | -28,200 | -100.0% | -0.14% | – |
| WERN | Exit | Werner Enterprises I nc | $0 | – | -15,335 | -100.0% | -0.15% | – |
| MCFT | Exit | MasterCraft Boat Holdings, Inc | $0 | – | -26,900 | -100.0% | -0.16% | – |
| MEOH | Exit | Methanex Corp | $0 | – | -10,900 | -100.0% | -0.17% | – |
| FXI | Exit | iShares China Large- Cap ETFetf | $0 | – | -13,600 | -100.0% | -0.17% | – |
| IIN | Exit | IntriCon Corp | $0 | – | -21,200 | -100.0% | -0.18% | – |
| VMI | Exit | Valmont Industries I nc | $0 | – | -5,235 | -100.0% | -0.19% | – |
| AMTD | Exit | TD Ameritrade Holding Corp | $0 | – | -12,570 | -100.0% | -0.20% | – |
| PGTI | Exit | PGT Innovations Inc | $0 | – | -39,100 | -100.0% | -0.20% | – |
| WMT | Exit | Walmart Inc | $0 | – | -6,705 | -100.0% | -0.20% | – |
| ENVA | Exit | Enova International Inc | $0 | – | -32,600 | -100.0% | -0.20% | – |
| MIME | Exit | Mimecast Ltd | $0 | – | -19,300 | -100.0% | -0.21% | – |
| UNP | Exit | Union Pacific Corp | $0 | – | -4,836 | -100.0% | -0.22% | – |
| BRKB | Exit | Berkshire Hathaway I nc | $0 | – | -3,797 | -100.0% | -0.25% | – |
| AXON | Exit | Axon Enterprise Inc | $0 | – | -18,200 | -100.0% | -0.26% | – |
| EQNR | Exit | Equinor ASA | $0 | – | -38,500 | -100.0% | -0.26% | – |
| ENTA | Exit | Enanta Pharmaceutica ls Inc | $0 | – | -12,000 | -100.0% | -0.27% | – |
| ITA | Exit | iShares US Aerospace & Defense ETFetf | $0 | – | -5,601 | -100.0% | -0.31% | – |
| JNJ | Exit | Johnson & Johnson | $0 | – | -7,842 | -100.0% | -0.33% | – |
| HFC | Exit | HollyFrontier Corp | $0 | – | -20,500 | -100.0% | -0.34% | – |
| DG | Exit | Dollar General Corp | $0 | – | -9,701 | -100.0% | -0.34% | – |
| SPY | Exit | SPDR S&P 500 ETF Tru stetf | $0 | – | -4,200 | -100.0% | -0.34% | – |
| VZ | Exit | Verizon Communicatio ns Inc | $0 | – | -19,094 | -100.0% | -0.35% | – |
| MCD | Exit | McDonald's Corp | $0 | – | -6,119 | -100.0% | -0.35% | – |
| AMZA | Exit | InfraCap MLP ETFetf | $0 | – | -219,490 | -100.0% | -0.36% | – |
| KO | Exit | Coca-Cola Co/The | $0 | – | -23,370 | -100.0% | -0.36% | – |
| BDX | Exit | Becton Dickinson and Co | $0 | – | -5,085 | -100.0% | -0.37% | – |
| AYX | Exit | Alteryx Inc | $0 | – | -19,339 | -100.0% | -0.37% | – |
| ABT | Exit | Abbott Laboratories | $0 | – | -16,164 | -100.0% | -0.38% | – |
| PFE | Exit | Pfizer Inc | $0 | – | -26,939 | -100.0% | -0.38% | – |
| MRK | Exit | Merck & Co Inc | $0 | – | -15,640 | -100.0% | -0.38% | – |
| AEO | Exit | American Eagle Outfi tters Inc | $0 | – | -66,000 | -100.0% | -0.41% | – |
| BURL | Exit | Burlington Stores In c | $0 | – | -8,300 | -100.0% | -0.44% | – |
| NVDA | Exit | NVIDIA Corp | $0 | – | -11,530 | -100.0% | -0.50% | – |
| STX | Exit | Seagate Technology P LC | $0 | – | -50,000 | -100.0% | -0.62% | – |
| VFH | Exit | Vanguard Financials ETF | $0 | – | -43,071 | -100.0% | -0.82% | – |
| SJB | Exit | ProShares Short High Yield | $0 | – | -125,000 | -100.0% | -0.95% | – |
| HD | Exit | Home Depot Inc/The | $0 | – | -20,036 | -100.0% | -1.11% | – |
| Exit | Double Line Total Returnetf | $0 | – | -377,770 | -100.0% | -1.27% | – | |
| VGT | Exit | Vanguard Information Technology ETF | $0 | – | -24,131 | -100.0% | -1.30% | – |
| XLP | Exit | Consumer Staples Select Sector SPDR Fundetf | $0 | – | -315,981 | -100.0% | -5.17% | – |
| Exit | Vanguard High-Yield Corporate Fund | $0 | – | -3,425,057 | -100.0% | -6.00% | – | |
| XLV | Exit | Health Care Select Sector SPDR Fundetf | $0 | – | -225,414 | -100.0% | -6.29% | – |
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 2019-05-03
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.