Cavalier Investments as of Sept. 30, 2017
Portfolio Holdings for Cavalier Investments
Cavalier Investments holds 142 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Technology SPDR (XLK) | 5.3 | $11M | 187k | 59.10 | |
Real Estate Select Sect Spdr (XLRE) | 4.9 | $10M | 315k | 32.24 | |
Industrial SPDR (XLI) | 4.6 | $9.6M | 135k | 70.99 | |
Materials SPDR (XLB) | 4.5 | $9.4M | 165k | 56.78 | |
Utilities SPDR (XLU) | 4.4 | $9.2M | 174k | 53.05 | |
Financial Select Sector SPDR (XLF) | 4.4 | $9.1M | 354k | 25.85 | |
Consumer Discretionary SPDR (XLY) | 4.3 | $9.0M | 100k | 90.08 | |
Consumer Staples Select Sect. SPDR (XLP) | 4.1 | $8.5M | 158k | 53.98 | |
iShares S&P 500 Index (IVV) | 2.3 | $4.8M | 19k | 252.91 | |
Ishares Tr usa min vo (USMV) | 2.3 | $4.8M | 95k | 50.34 | |
Spdr S&p 500 Etf (SPY) | 2.2 | $4.5M | 18k | 251.22 | |
iShares S&P MidCap 400 Index (IJH) | 2.0 | $4.1M | 23k | 178.92 | |
Washington Prime (WB) | 1.7 | $3.5M | 35k | 98.94 | |
NVIDIA Corporation (NVDA) | 1.6 | $3.4M | 19k | 178.79 | |
iShares Russell 2000 Value Index (IWN) | 1.5 | $3.1M | 25k | 124.11 | |
iShares S&P NA Tec. Semi. Idx (SOXX) | 1.4 | $2.8M | 18k | 158.57 | |
iShares Dow Jones US Home Const. (ITB) | 1.4 | $2.8M | 77k | 36.55 | |
iShares Dow Jones US Aerospace & Def.ETF (ITA) | 1.3 | $2.8M | 16k | 178.02 | |
First Trust DJ Internet Index Fund (FDN) | 1.3 | $2.7M | 27k | 102.35 | |
iShares Russell 1000 Growth Index (IWF) | 1.3 | $2.7M | 22k | 125.08 | |
iShares MSCI ACWI Index Fund (ACWI) | 1.3 | $2.7M | 39k | 68.83 | |
iShares Dow Jones US Technology (IYW) | 1.3 | $2.7M | 18k | 149.93 | |
iShares MSCI Jpan Smll Cap Ind Fund (SCJ) | 1.3 | $2.7M | 36k | 74.19 | |
iShares Dow Jones US Medical Dev. (IHI) | 1.3 | $2.6M | 16k | 167.05 | |
iShares S&P India Nifty 50 Index Fund (INDY) | 1.2 | $2.5M | 75k | 34.10 | |
Applied Materials (AMAT) | 1.0 | $2.1M | 40k | 52.17 | |
Ultra Clean Holdings (UCTT) | 1.0 | $2.0M | 66k | 30.62 | |
MasTec (MTZ) | 0.8 | $1.8M | 38k | 46.39 | |
Arista Networks (ANET) | 0.8 | $1.6M | 8.4k | 189.64 | |
Momo | 0.8 | $1.6M | 51k | 31.33 | |
Cognex Corporation (CGNX) | 0.8 | $1.6M | 14k | 110.28 | |
Micron Technology (MU) | 0.7 | $1.5M | 39k | 39.33 | |
Packaging Corporation of America (PKG) | 0.7 | $1.4M | 12k | 114.67 | |
CSX Corporation (CSX) | 0.7 | $1.4M | 26k | 54.26 | |
51job | 0.7 | $1.4M | 23k | 60.61 | |
John Hancock Exchange Traded multifactor fi | 0.7 | $1.4M | 41k | 34.36 | |
John Hancock Exchange Traded mltfctr consmr | 0.7 | $1.4M | 54k | 25.75 | |
STMicroelectronics (STM) | 0.7 | $1.4M | 71k | 19.42 | |
Broad | 0.6 | $1.3M | 5.5k | 242.55 | |
Sociedad Quimica y Minera (SQM) | 0.6 | $1.3M | 24k | 55.65 | |
TAL Education (TAL) | 0.6 | $1.3M | 39k | 33.72 | |
John Hancock Exchange Traded mltfactr matls | 0.6 | $1.3M | 40k | 33.05 | |
Rexford Industrial Realty Inc reit (REXR) | 0.6 | $1.3M | 45k | 28.63 | |
John Hancock Exchange Traded mltfactr indls | 0.6 | $1.3M | 39k | 32.77 | |
Ferrari Nv Ord (RACE) | 0.6 | $1.3M | 11k | 110.44 | |
John Hancock Exchange Traded multifactor | 0.6 | $1.2M | 43k | 28.25 | |
Baxter International (BAX) | 0.6 | $1.2M | 19k | 62.76 | |
Chemours (CC) | 0.6 | $1.2M | 23k | 50.60 | |
John Hancock Exchange Traded mltfactr utils | 0.5 | $1.1M | 40k | 27.79 | |
Intuitive Surgical (ISRG) | 0.5 | $1.1M | 1.0k | 1045.41 | |
IPG Photonics Corporation (IPGP) | 0.5 | $1.0M | 5.5k | 185.09 | |
Axcelis Technologies (ACLS) | 0.5 | $1.0M | 37k | 27.35 | |
Mettler-Toledo International (MTD) | 0.5 | $1.0M | 1.6k | 626.25 | |
Applied Optoelectronics (AAOI) | 0.5 | $996k | 15k | 64.68 | |
Amazon (AMZN) | 0.5 | $961k | 1.0k | 961.00 | |
NOVA MEASURING Instruments L (NVMI) | 0.5 | $950k | 34k | 28.11 | |
Moelis & Co (MC) | 0.5 | $956k | 22k | 43.05 | |
Yirendai (YRD) | 0.5 | $948k | 23k | 41.95 | |
Align Technology (ALGN) | 0.5 | $931k | 5.0k | 186.20 | |
Jd (JD) | 0.4 | $848k | 22k | 38.20 | |
Domino's Pizza (DPZ) | 0.4 | $824k | 4.2k | 198.55 | |
Exelixis (EXEL) | 0.4 | $771k | 32k | 24.25 | |
Advanced Energy Industries (AEIS) | 0.3 | $711k | 8.8k | 80.80 | |
NutriSystem | 0.3 | $648k | 12k | 55.86 | |
China Lodging | 0.3 | $630k | 5.3k | 118.87 | |
Veeva Sys Inc cl a (VEEV) | 0.3 | $632k | 11k | 56.43 | |
Alibaba Group Holding (BABA) | 0.3 | $635k | 3.7k | 172.70 | |
Rogers Corporation (ROG) | 0.3 | $600k | 4.5k | 133.33 | |
Appfolio (APPF) | 0.3 | $590k | 12k | 47.97 | |
Novanta (NOVT) | 0.3 | $589k | 14k | 43.63 | |
America Movil Sab De Cv spon adr l | 0.3 | $559k | 32k | 17.75 | |
Baidu (BIDU) | 0.3 | $570k | 2.3k | 247.83 | |
New Residential Investment (RITM) | 0.3 | $555k | 33k | 16.72 | |
Teck Resources Ltd cl b (TECK) | 0.3 | $548k | 26k | 21.08 | |
Cohu (COHU) | 0.2 | $527k | 22k | 23.85 | |
VMware | 0.2 | $513k | 4.7k | 109.15 | |
First Trust Large Cap GO Alpha Fnd (FTC) | 0.2 | $493k | 8.6k | 57.51 | |
Carlyle Group | 0.2 | $503k | 21k | 23.62 | |
Fox Factory Hldg (FOXF) | 0.2 | $496k | 12k | 43.13 | |
Western Digital (WDC) | 0.2 | $484k | 5.6k | 86.43 | |
Corcept Therapeutics Incorporated (CORT) | 0.2 | $483k | 25k | 19.32 | |
IDEXX Laboratories (IDXX) | 0.2 | $466k | 3.0k | 155.33 | |
Cone Midstream Partners | 0.2 | $464k | 29k | 15.84 | |
Doubleline Total Etf etf (TOTL) | 0.2 | $457k | 9.3k | 49.29 | |
First Trust Large Cap Value Opp Fnd (FTA) | 0.2 | $445k | 8.7k | 51.07 | |
First Trust Tech AlphaDEX Fnd (FXL) | 0.2 | $438k | 9.1k | 47.94 | |
Enviva Partners Lp master ltd part | 0.2 | $428k | 15k | 29.52 | |
Heritage-Crystal Clean | 0.2 | $409k | 19k | 21.76 | |
Ii-vi | 0.2 | $412k | 10k | 41.20 | |
Lam Research Corporation (LRCX) | 0.2 | $407k | 2.2k | 185.00 | |
Universal Display Corporation (OLED) | 0.2 | $412k | 3.2k | 128.75 | |
Kronos Worldwide (KRO) | 0.2 | $422k | 19k | 22.81 | |
Tim Participacoes Sa- | 0.2 | $420k | 23k | 18.26 | |
Etfis Ser Tr I infrac act m | 0.2 | $411k | 44k | 9.32 | |
Take-Two Interactive Software (TTWO) | 0.2 | $388k | 3.8k | 102.11 | |
ON Semiconductor (ON) | 0.2 | $401k | 22k | 18.48 | |
Centennial Resource Developmen cs | 0.2 | $395k | 22k | 17.95 | |
Ternium (TX) | 0.2 | $365k | 12k | 30.93 | |
First Trust Mid Cap Core Alpha Fnd (FNX) | 0.2 | $369k | 6.0k | 61.91 | |
Kemet Corporation Cmn | 0.2 | $385k | 18k | 21.15 | |
Texas Instruments Incorporated (TXN) | 0.2 | $350k | 3.9k | 89.74 | |
Netflix (NFLX) | 0.2 | $363k | 2.0k | 181.50 | |
Vanguard Financials ETF (VFH) | 0.2 | $348k | 5.3k | 65.45 | |
Asml Holding (ASML) | 0.2 | $360k | 2.1k | 171.43 | |
Nmi Hldgs Inc cl a (NMIH) | 0.2 | $346k | 28k | 12.40 | |
NVR (NVR) | 0.2 | $328k | 115.00 | 2852.17 | |
Sterling Construction Company (STRL) | 0.2 | $335k | 22k | 15.23 | |
First Trust Financials AlphaDEX (FXO) | 0.2 | $339k | 11k | 29.68 | |
First Trust Materials AlphaDEX Fnd (FXZ) | 0.2 | $324k | 8.0k | 40.39 | |
Autohome Inc- (ATHM) | 0.2 | $324k | 5.4k | 60.00 | |
RadNet (RDNT) | 0.1 | $313k | 27k | 11.55 | |
Coherent | 0.1 | $306k | 1.3k | 235.38 | |
Arbor Realty Trust (ABR) | 0.1 | $307k | 37k | 8.21 | |
First Trust Health Care AlphaDEX (FXH) | 0.1 | $304k | 4.5k | 67.42 | |
First Trust Ind/Prod AlphaDEX (FXR) | 0.1 | $322k | 8.7k | 37.11 | |
Malibu Boats (MBUU) | 0.1 | $318k | 10k | 31.66 | |
Pulte (PHM) | 0.1 | $285k | 10k | 27.33 | |
Extreme Networks (EXTR) | 0.1 | $285k | 24k | 11.88 | |
Pointer Telocation | 0.1 | $285k | 17k | 16.96 | |
Facebook Inc cl a (META) | 0.1 | $290k | 1.7k | 171.09 | |
Visa (V) | 0.1 | $268k | 2.5k | 105.30 | |
Toll Brothers (TOL) | 0.1 | $266k | 6.4k | 41.44 | |
Energy Select Sector SPDR (XLE) | 0.1 | $261k | 3.8k | 68.58 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $267k | 2.3k | 114.10 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $265k | 2.5k | 105.75 | |
Blackstone | 0.1 | $242k | 7.3k | 33.36 | |
Taseko Cad (TGB) | 0.1 | $260k | 142k | 1.83 | |
Celgene Corporation | 0.1 | $255k | 1.7k | 145.80 | |
First Trust Small Cap Cr AlphaDEX (FYX) | 0.1 | $248k | 4.2k | 58.88 | |
MKS Instruments (MKSI) | 0.1 | $236k | 2.5k | 94.40 | |
SPDR KBW Regional Banking (KRE) | 0.1 | $237k | 4.2k | 56.83 | |
Icon (ICLR) | 0.1 | $235k | 2.1k | 114.08 | |
Caretrust Reit (CTRE) | 0.1 | $238k | 13k | 19.04 | |
Melco Crown Entertainment (MLCO) | 0.1 | $205k | 8.5k | 24.12 | |
Berkshire Hathaway (BRK.B) | 0.1 | $200k | 1.1k | 183.15 | |
Terreno Realty Corporation (TRNO) | 0.1 | $206k | 5.7k | 36.14 | |
Geopark Ltd Usd (GPRK) | 0.1 | $199k | 23k | 8.77 | |
Alphabet Inc Class A cs (GOOGL) | 0.1 | $206k | 212.00 | 971.70 | |
Axon Enterprise (AXON) | 0.1 | $202k | 8.9k | 22.64 | |
Health Care SPDR (XLV) | 0.1 | $173k | 2.1k | 81.95 | |
Emcore Corp | 0.1 | $164k | 20k | 8.20 | |
First Bank (FRBA) | 0.1 | $133k | 10k | 13.30 |