Cavalier Investments as of March 31, 2016
Portfolio Holdings for Cavalier Investments
Cavalier Investments holds 100 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
First Trust Utilities AlphaDEX Fnd (FXU) | 11.3 | $20M | 760k | 25.98 | |
Technology SPDR (XLK) | 11.3 | $20M | 444k | 44.36 | |
Consumer Discretionary SPDR (XLY) | 11.3 | $20M | 249k | 79.10 | |
First Trust Cnsumer Stapl Alpha (FXG) | 11.1 | $19M | 419k | 46.12 | |
iShares Lehman Short Treasury Bond (SHV) | 7.7 | $13M | 122k | 110.36 | |
Broad | 1.6 | $2.8M | 18k | 154.50 | |
Reynolds American | 1.5 | $2.6M | 52k | 50.31 | |
Clorox Company (CLX) | 1.5 | $2.6M | 21k | 126.06 | |
Palo Alto Networks (PANW) | 1.5 | $2.6M | 16k | 163.14 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.5 | $2.6M | 13k | 193.74 | |
Cal-Maine Foods (CALM) | 1.3 | $2.3M | 44k | 51.91 | |
Powershares Etf Tr Ii s^p smcp uti p | 1.3 | $2.2M | 50k | 44.96 | |
Vanguard Telecommunication Services ETF (VOX) | 1.3 | $2.2M | 24k | 92.72 | |
Powershares S&p 500 | 1.3 | $2.2M | 59k | 37.12 | |
Extra Space Storage (EXR) | 1.2 | $2.2M | 23k | 93.46 | |
Darden Restaurants (DRI) | 1.2 | $2.1M | 32k | 66.30 | |
Public Storage (PSA) | 1.2 | $2.1M | 7.5k | 275.83 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 1.0 | $1.7M | 20k | 85.03 | |
At&t (T) | 0.9 | $1.7M | 42k | 39.17 | |
O'reilly Automotive (ORLY) | 0.9 | $1.6M | 5.8k | 273.66 | |
Altria (MO) | 0.9 | $1.5M | 25k | 62.66 | |
AutoZone (AZO) | 0.9 | $1.6M | 2.0k | 796.69 | |
Kroger (KR) | 0.9 | $1.5M | 40k | 38.25 | |
Hormel Foods Corporation (HRL) | 0.9 | $1.5M | 35k | 43.24 | |
Dr Pepper Snapple | 0.8 | $1.5M | 17k | 89.42 | |
Rydex Etf Trust consumr staple | 0.8 | $1.5M | 12k | 121.75 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.8 | $1.4M | 10k | 130.61 | |
Acuity Brands (AYI) | 0.7 | $1.3M | 5.8k | 218.14 | |
Gilead Sciences (GILD) | 0.7 | $1.2M | 13k | 91.86 | |
iShares Lehman Aggregate Bond (AGG) | 0.6 | $1.1M | 10k | 110.82 | |
Nasdaq Omx (NDAQ) | 0.6 | $1.1M | 16k | 66.38 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.6 | $1.1M | 20k | 53.06 | |
Starbucks Corporation (SBUX) | 0.6 | $1.1M | 18k | 59.70 | |
Constellation Brands (STZ) | 0.6 | $1.0M | 6.7k | 151.09 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.6 | $999k | 18k | 54.54 | |
Vanguard REIT ETF (VNQ) | 0.5 | $945k | 11k | 83.80 | |
Headwaters Incorporated | 0.5 | $927k | 47k | 19.84 | |
Verisign (VRSN) | 0.5 | $868k | 9.8k | 88.54 | |
Smith & Wesson Holding Corporation | 0.5 | $871k | 33k | 26.62 | |
Home Depot (HD) | 0.5 | $854k | 6.4k | 133.43 | |
Market Vectors Gold Miners ETF | 0.5 | $856k | 43k | 19.97 | |
Vulcan Materials Company (VMC) | 0.5 | $823k | 7.8k | 105.57 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.5 | $811k | 7.1k | 114.64 | |
Time Warner Cable | 0.5 | $778k | 3.8k | 204.62 | |
Ishares Tr zealand invst (ENZL) | 0.4 | $763k | 19k | 41.13 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.4 | $727k | 6.1k | 118.82 | |
iShares S&P/Citi Intl Treasury Bond (IGOV) | 0.4 | $735k | 7.6k | 97.19 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.4 | $717k | 8.8k | 81.69 | |
Alps Etf sectr div dogs (SDOG) | 0.4 | $722k | 19k | 38.93 | |
iShares MSCI EAFE Index Fund (EFA) | 0.4 | $690k | 12k | 57.16 | |
Utilities SPDR (XLU) | 0.4 | $675k | 14k | 49.62 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.4 | $663k | 7.7k | 86.27 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.4 | $654k | 5.9k | 110.34 | |
Vanguard Long-Term Bond ETF (BLV) | 0.3 | $582k | 6.3k | 93.04 | |
General Mills (GIS) | 0.3 | $551k | 8.7k | 63.35 | |
Vantiv Inc Cl A | 0.3 | $566k | 11k | 53.88 | |
Ryanair Holdings (RYAAY) | 0.3 | $541k | 6.3k | 85.82 | |
Comfort Systems USA (FIX) | 0.3 | $486k | 15k | 31.77 | |
Nordic American Tanker Shippin (NAT) | 0.3 | $475k | 34k | 14.09 | |
Credit Suisse Nassau Brh invrs vix sterm | 0.3 | $478k | 19k | 25.88 | |
Total System Services | 0.2 | $438k | 9.2k | 47.58 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $443k | 2.2k | 205.52 | |
iShares S&P 500 Index (IVV) | 0.2 | $430k | 2.1k | 206.65 | |
Nv5 Holding (NVEE) | 0.2 | $435k | 16k | 26.83 | |
Equifax (EFX) | 0.2 | $411k | 3.6k | 114.29 | |
Lockheed Martin Corporation (LMT) | 0.2 | $421k | 1.9k | 221.50 | |
SPDR Gold Trust (GLD) | 0.2 | $410k | 3.5k | 117.64 | |
Financial Select Sector SPDR (XLF) | 0.2 | $422k | 19k | 22.50 | |
Treasury Wine Estates (TSRYY) | 0.2 | $422k | 57k | 7.39 | |
Controladora Vuela Cia Spon Ad (VLRS) | 0.2 | $413k | 20k | 21.07 | |
AMN Healthcare Services (AMN) | 0.2 | $380k | 11k | 33.61 | |
SPDR S&P Dividend (SDY) | 0.2 | $381k | 4.8k | 79.93 | |
Fiserv (FI) | 0.2 | $349k | 3.4k | 102.58 | |
First Tr Exchange Traded Fd dj glbl divid (FGD) | 0.2 | $356k | 16k | 22.55 | |
Apple (AAPL) | 0.2 | $330k | 3.0k | 108.99 | |
Fabrinet (FN) | 0.2 | $340k | 11k | 32.35 | |
MaxLinear (MXL) | 0.2 | $311k | 17k | 18.50 | |
Walker & Dunlop (WD) | 0.2 | $308k | 13k | 24.27 | |
Globant S A (GLOB) | 0.2 | $306k | 9.9k | 30.86 | |
State National Cos | 0.2 | $307k | 24k | 12.60 | |
Whirlpool Corporation (WHR) | 0.2 | $287k | 1.6k | 180.34 | |
Verisk Analytics (VRSK) | 0.2 | $280k | 3.5k | 79.92 | |
Ormat Technologies (ORA) | 0.2 | $280k | 6.8k | 41.24 | |
Gigamon | 0.2 | $282k | 9.1k | 31.02 | |
Bank of America Corporation (BAC) | 0.1 | $257k | 19k | 13.52 | |
Oritani Financial | 0.1 | $265k | 16k | 16.97 | |
Abbvie (ABBV) | 0.1 | $254k | 4.4k | 57.12 | |
American Woodmark Corporation (AMWD) | 0.1 | $246k | 3.3k | 74.59 | |
Ctrip.com International | 0.1 | $221k | 5.0k | 44.26 | |
Lgi Homes (LGIH) | 0.1 | $218k | 9.0k | 24.21 | |
Fcb Financial Holdings-cl A | 0.1 | $233k | 7.0k | 33.26 | |
Amgen (AMGN) | 0.1 | $202k | 1.3k | 149.93 | |
Vanguard Europe Pacific ETF (VEA) | 0.1 | $214k | 6.0k | 35.88 | |
China Lodging | 0.1 | $210k | 5.5k | 38.21 | |
Schlumberger (SLB) | 0.1 | $200k | 2.7k | 73.75 | |
Iradimed (IRMD) | 0.1 | $192k | 10k | 19.16 | |
MiMedx (MDXG) | 0.1 | $156k | 18k | 8.74 | |
LightPath Technologies (LPTH) | 0.1 | $152k | 75k | 2.02 | |
Fidelity Instl Mmkt Port Cl I fund (FMPXX) | 0.1 | $79k | 79k | 1.00 | |
Energy Focus | 0.0 | $78k | 11k | 7.43 |