Cavalier Investments as of Dec. 31, 2017
Portfolio Holdings for Cavalier Investments
Cavalier Investments holds 131 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Technology SPDR (XLK) | 4.7 | $12M | 184k | 63.95 | |
Health Care SPDR (XLV) | 4.6 | $12M | 140k | 82.68 | |
Consumer Staples Select Sect. SPDR (XLP) | 4.6 | $12M | 204k | 56.89 | |
Real Estate Select Sect Spdr (XLRE) | 4.6 | $12M | 349k | 32.94 | |
Industrial SPDR (XLI) | 4.5 | $11M | 151k | 75.62 | |
Materials SPDR (XLB) | 4.5 | $11M | 185k | 60.53 | |
Financial Select Sector SPDR (XLF) | 4.5 | $11M | 401k | 27.91 | |
John Hancock Exchange Traded mltfactor enrg | 4.4 | $11M | 370k | 29.66 | |
Consumer Discretionary SPDR (XLY) | 4.3 | $11M | 110k | 98.69 | |
Utilities SPDR (XLU) | 4.0 | $9.9M | 189k | 52.68 | |
iShares S&P 500 Index (IVV) | 1.6 | $3.9M | 17k | 236.58 | |
Ishares Tr usa min vo (USMV) | 1.6 | $3.9M | 75k | 52.78 | |
NVIDIA Corporation (NVDA) | 1.5 | $3.7M | 19k | 193.53 | |
Spdr S&p 500 Etf (SPY) | 1.5 | $3.7M | 14k | 266.87 | |
iShares S&P MidCap 400 Index (IJH) | 1.4 | $3.4M | 18k | 189.79 | |
iShares MSCI South Korea Index Fund (EWY) | 1.3 | $3.2M | 42k | 74.97 | |
iShares MSCI Hong Kong Index Fund (EWH) | 1.2 | $3.1M | 124k | 25.42 | |
iShares Dow Jones US Utilities (IDU) | 1.2 | $3.1M | 24k | 132.88 | |
iShares S&P India Nifty 50 Index Fund (INDY) | 1.2 | $3.1M | 84k | 37.11 | |
iShares Dow Jones US Technology (IYW) | 1.2 | $3.1M | 19k | 162.79 | |
iShares Dow Jones US Aerospace & Def.ETF (ITA) | 1.2 | $3.1M | 17k | 188.09 | |
SPDR S&P Biotech (XBI) | 1.2 | $3.1M | 36k | 84.87 | |
iShares Dow Jones US Medical Dev. (IHI) | 1.2 | $3.1M | 18k | 173.49 | |
iShares S&P NA Tec. Semi. Idx (SOXX) | 1.2 | $3.1M | 18k | 169.82 | |
Vanguard Europe Pacific ETF (VEA) | 1.2 | $3.0M | 66k | 44.86 | |
Applied Materials (AMAT) | 1.0 | $2.6M | 51k | 51.11 | |
iShares Russell 2000 Value Index (IWN) | 1.0 | $2.6M | 20k | 125.74 | |
Washington Prime (WB) | 1.0 | $2.5M | 24k | 103.45 | |
IPG Photonics Corporation (IPGP) | 0.9 | $2.3M | 11k | 214.17 | |
Packaging Corporation of America (PKG) | 0.9 | $2.1M | 18k | 120.56 | |
Arista Networks (ANET) | 0.8 | $2.0M | 8.4k | 235.60 | |
CSX Corporation (CSX) | 0.8 | $1.9M | 35k | 55.01 | |
Sociedad Quimica y Minera (SQM) | 0.8 | $1.9M | 33k | 59.38 | |
Avery Dennison Corporation (AVY) | 0.8 | $1.9M | 16k | 114.88 | |
Ultra Clean Holdings (UCTT) | 0.7 | $1.8M | 76k | 23.08 | |
Cognex Corporation (CGNX) | 0.7 | $1.7M | 28k | 61.16 | |
Veeva Sys Inc cl a (VEEV) | 0.7 | $1.7M | 31k | 55.28 | |
NutriSystem | 0.6 | $1.6M | 30k | 52.59 | |
STMicroelectronics (STM) | 0.6 | $1.6M | 71k | 21.84 | |
China Lodging | 0.6 | $1.5M | 11k | 144.48 | |
TAL Education (TAL) | 0.6 | $1.4M | 47k | 29.70 | |
Corcept Therapeutics Incorporated (CORT) | 0.6 | $1.4M | 76k | 18.07 | |
Exelixis (EXEL) | 0.5 | $1.3M | 43k | 30.39 | |
Rexford Industrial Realty Inc reit (REXR) | 0.5 | $1.3M | 45k | 29.16 | |
Alcoa (AA) | 0.5 | $1.3M | 24k | 53.86 | |
Ferrari Nv Ord (RACE) | 0.5 | $1.2M | 11k | 104.82 | |
Kemet Corporation Cmn | 0.5 | $1.2M | 78k | 15.06 | |
Chemours (CC) | 0.5 | $1.2M | 23k | 50.04 | |
Intuitive Surgical (ISRG) | 0.5 | $1.1M | 3.1k | 364.90 | |
Micron Technology (MU) | 0.5 | $1.1M | 27k | 41.13 | |
Align Technology (ALGN) | 0.4 | $1.1M | 5.0k | 222.20 | |
NVR (NVR) | 0.4 | $1.1M | 305.00 | 3508.20 | |
Moelis & Co (MC) | 0.4 | $1.1M | 22k | 48.49 | |
Axcelis Technologies (ACLS) | 0.4 | $1.1M | 37k | 28.71 | |
Daqo New Energy Corp- (DQ) | 0.4 | $1.0M | 18k | 59.43 | |
Paypal Holdings (PYPL) | 0.4 | $1.0M | 14k | 73.64 | |
Mettler-Toledo International (MTD) | 0.4 | $991k | 1.6k | 619.38 | |
Extreme Networks (EXTR) | 0.4 | $977k | 78k | 12.53 | |
John Hancock Exchange Traded mltfactr utils | 0.4 | $986k | 36k | 27.50 | |
Energy Select Sector SPDR (XLE) | 0.4 | $952k | 13k | 72.23 | |
Universal Display Corporation (OLED) | 0.4 | $950k | 5.5k | 172.73 | |
Baidu (BIDU) | 0.4 | $890k | 3.8k | 234.21 | |
Ecopetrol (EC) | 0.4 | $891k | 61k | 14.63 | |
51job | 0.3 | $867k | 14k | 60.84 | |
Boise Cascade (BCC) | 0.3 | $878k | 22k | 39.91 | |
Polaris Industries (PII) | 0.3 | $856k | 6.9k | 124.06 | |
FMC Corporation (FMC) | 0.3 | $847k | 9.0k | 94.64 | |
Dxc Technology (DXC) | 0.3 | $854k | 9.0k | 94.89 | |
Baxter International (BAX) | 0.3 | $821k | 13k | 64.65 | |
Sony Corporation (SONY) | 0.3 | $827k | 18k | 44.95 | |
John Hancock Exchange Traded multifactor | 0.3 | $828k | 27k | 30.57 | |
Kronos Worldwide (KRO) | 0.3 | $814k | 32k | 25.76 | |
Vanguard Emerging Markets ETF (VWO) | 0.3 | $781k | 17k | 45.91 | |
Asml Holding (ASML) | 0.3 | $769k | 4.4k | 173.79 | |
Brookfield Infrastructure Part (BIP) | 0.3 | $739k | 17k | 44.79 | |
Autohome Inc- (ATHM) | 0.3 | $763k | 12k | 64.66 | |
Rogers Corporation (ROG) | 0.3 | $729k | 4.5k | 162.00 | |
Pilgrim's Pride Corporation (PPC) | 0.3 | $708k | 23k | 31.05 | |
Alibaba Group Holding (BABA) | 0.3 | $707k | 4.1k | 172.44 | |
Teck Resources Ltd cl b (TECK) | 0.3 | $680k | 26k | 26.15 | |
Pulte (PHM) | 0.2 | $602k | 18k | 33.27 | |
VMware | 0.2 | $589k | 4.7k | 125.32 | |
New Residential Investment (RITM) | 0.2 | $594k | 33k | 17.89 | |
Toll Brothers (TOL) | 0.2 | $535k | 11k | 48.04 | |
John Hancock Exchange Traded mltfactr matls | 0.2 | $528k | 15k | 35.92 | |
Appfolio (APPF) | 0.2 | $510k | 12k | 41.46 | |
Caterpillar (CAT) | 0.2 | $473k | 3.0k | 157.67 | |
IDEXX Laboratories (IDXX) | 0.2 | $469k | 3.0k | 156.33 | |
Cohu (COHU) | 0.2 | $485k | 22k | 21.95 | |
Westlake Chemical Corporation (WLK) | 0.2 | $469k | 4.4k | 106.59 | |
Carlyle Group | 0.2 | $488k | 21k | 22.91 | |
Nmi Hldgs Inc cl a (NMIH) | 0.2 | $474k | 28k | 16.99 | |
Western Digital (WDC) | 0.2 | $445k | 5.6k | 79.46 | |
ON Semiconductor (ON) | 0.2 | $454k | 22k | 20.92 | |
Fox Factory Hldg (FOXF) | 0.2 | $447k | 12k | 38.87 | |
Eldorado Resorts | 0.2 | $448k | 14k | 33.19 | |
American Express Company (AXP) | 0.2 | $417k | 4.2k | 99.29 | |
Home Depot (HD) | 0.2 | $426k | 2.3k | 189.33 | |
Stanley Black & Decker (SWK) | 0.2 | $424k | 2.5k | 169.60 | |
Trinet (TNET) | 0.2 | $417k | 9.4k | 44.36 | |
Paycom Software (PAYC) | 0.2 | $418k | 5.2k | 80.38 | |
Centennial Resource Developmen cs | 0.2 | $436k | 22k | 19.82 | |
Blackstone | 0.2 | $403k | 13k | 32.02 | |
Copart (CPRT) | 0.2 | $402k | 9.3k | 43.23 | |
Texas Instruments Incorporated (TXN) | 0.2 | $407k | 3.9k | 104.36 | |
Lam Research Corporation (LRCX) | 0.2 | $405k | 2.2k | 184.09 | |
Zoetis Inc Cl A (ZTS) | 0.2 | $411k | 5.7k | 72.11 | |
Enviva Partners Lp master ltd part | 0.2 | $401k | 15k | 27.66 | |
S&p Global (SPGI) | 0.2 | $407k | 2.4k | 169.58 | |
John Hancock Exchange Traded mltfactr indls | 0.2 | $401k | 11k | 35.10 | |
Golden Ocean Group Ltd - (GOGL) | 0.2 | $391k | 48k | 8.15 | |
Coherent | 0.1 | $367k | 1.3k | 282.31 | |
Netflix (NFLX) | 0.1 | $384k | 2.0k | 192.00 | |
Electro Scientific Industries | 0.1 | $386k | 18k | 21.44 | |
World Wrestling Entertainment | 0.1 | $385k | 13k | 30.56 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $352k | 3.4k | 103.53 | |
Sterling Construction Company (STRL) | 0.1 | $358k | 22k | 16.27 | |
Taseko Cad (TGB) | 0.1 | $331k | 142k | 2.33 | |
Compania Cervecerias Unidas (CCU) | 0.1 | $325k | 11k | 29.55 | |
Arbor Realty Trust (ABR) | 0.1 | $323k | 37k | 8.64 | |
John Hancock Exchange Traded multifactor fi | 0.1 | $317k | 8.6k | 36.71 | |
Pointer Telocation | 0.1 | $312k | 17k | 18.57 | |
Malibu Boats (MBUU) | 0.1 | $299k | 10k | 29.77 | |
Twin Disc, Incorporated (TWIN) | 0.1 | $279k | 11k | 26.57 | |
Utstarcom Holdings | 0.1 | $259k | 46k | 5.63 | |
Enzymotec | 0.1 | $261k | 22k | 11.86 | |
Xcerra | 0.1 | $241k | 25k | 9.80 | |
inTEST Corporation (INTT) | 0.1 | $214k | 25k | 8.66 | |
Terreno Realty Corporation (TRNO) | 0.1 | $200k | 5.7k | 35.09 | |
Caretrust Reit (CTRE) | 0.1 | $210k | 13k | 16.80 | |
Mastr Asset Tr 07-25-2034 | 0.1 | $203k | 207k | 0.98 |