Cavalier Investments, LLC
CIK Number: 0001655543
294.33M
Market Value
71
# of Holdings
8 months
Avg. Holding Period
50.00%
Win Rate
13.65%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Tru... | 526.82 | -1.28% | 142.59K | +173.67% | 72.9M | 452.03 | 25.56% |
| 2 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 127.03K | +4.33% | 27.87M | 189.44 | 9.77% |
| 3 | XLC | Communication S... | 102.58 | -1.01% | 263.46K | +70.81% | 25.51M | 90.76 | 8.94% |
| 4 | BSX | Boston Scientif... | 99.69 | +1.15% | 178.43K | +148.37% | 15.94M | 76.3 | 5.59% |
| 5 | VFH | Vanguard Financ... | 120.99 | -2.08% | 68.73K | +4.30% | 8.11M | 93.18 | 2.85% |
| 6 | HWM | Howmet Aerospac... | 171.12 | -0.23% | 68.4K | +4.32% | 7.48M | 55.88 | 2.62% |
| 7 | CRS | Carpenter Techn... | 248.20 | -0.1% | 42.04K | +168.46% | 7.13M | 165.94 | 2.50% |
| 8 | XLK | Technology Sele... | 239.10 | -1.43% | 30.1K | +4.69% | 7M | 168.96 | 2.45% |
| 9 | CRM | Salesforce, Inc... | 258.38 | -3.2% | 17.02K | +4.11% | 5.69M | 228.01 | 2.00% |
| 10 | SMH | VanEck Semicond... | 256.93 | -2.36% | 21.67K | -31.01% | 5.25M | 148.92 | 1.84% |
| 11 | MSFT | Microsoft Corpo... | 474.94 | -0.82% | 12.34K | +4.05% | 5.2M | 334.07 | 1.82% |
| 12 | IWM | iShares Russell... | 208.90 | -1.82% | 21.69K | -81.41% | 4.79M | 219.34 | 1.68% |
| 13 | TLT | iShares 20+ Yea... | 86.30 | -1% | 49.19K | +3.52% | 4.3M | 99.12 | 1.51% |
| 14 | PGR | The Progressive... | 267.71 | -0.26% | 17.28K | +4.30% | 4.14M | 213.64 | 1.45% |
| 15 | GE | General Electri... | 236.50 | -1.45% | 22.49K | +4.23% | 3.75M | 161.01 | 1.32% |
| 16 | KCE | SPDR S&P Capita... | 134.76 | -2.16% | 26.33K | 0.00% | 3.63M | 86.94 | 1.27% |
| 17 | VRSK | Verisk Analytic... | 310.35 | -1.13% | 13.09K | +4.20% | 3.61M | 232.43 | 1.26% |
| 18 | FICO | Fair Isaac Corp... | 1785.26 | +0.05% | 1.63K | +3.03% | 3.25M | 1100.57 | 1.14% |
| 19 | VRTX | Vertex Pharmace... | 455.66 | -0.96% | 7.58K | +3.95% | 3.05M | 366.92 | 1.07% |
| 20 | SPYG | SPDR Portfolio ... | 91.02 | -1.25% | 34.42K | +100.00% | 3.03M | 87.9 | 1.06% |
| 21 | CPRT | Copart, Inc. | 48.59 | -2.81% | 51.92K | +4.32% | 2.98M | 47.13 | 1.04% |
| 22 | GWW | W.W. Grainger, ... | 1064.24 | -1.6% | 2.75K | +3.61% | 2.9M | 820.04 | 1.02% |
| 23 | BMI | Badger Meter, I... | 242.69 | -0.79% | 13.4K | +4.10% | 2.84M | 155.66 | 1.00% |
| 24 | T | AT&T Inc. | 28.17 | -0.34% | 124.25K | +4.31% | 2.83M | 16.02 | 0.99% |
| 25 | XLY | Consumer Discre... | 211.73 | -0.93% | 11.68K | +100.00% | 2.62M | 224.35 | 0.92% |
| 26 | ETN | Eaton Corporati... | 323.58 | -2.05% | 7.86K | +3.80% | 2.61M | 314.09 | 0.91% |
| 27 | SPMD | SPDR Portfolio ... | 52.87 | -1.54% | 47.24K | -9.93% | 2.58M | 45.89 | 0.91% |
| 28 | CEG | Constellation E... | 296.70 | -1.23% | 11.4K | +3.94% | 2.55M | 201.21 | 0.89% |
| 29 | TDG | TransDigm Group... | 1439.32 | +0.24% | 1.95K | +2.52% | 2.48M | 928.76 | 0.87% |
| 30 | XAR | SPDR S&P Aerosp... | 197.60 | -0.42% | 13.8K | 0.00% | 2.29M | 93.14 | 0.80% |
| 31 | XLF | Financial Selec... | 49.96 | -2.04% | 42.46K | +4.24% | 2.05M | 33.23 | 0.72% |
| 32 | NVO | Novo Nordisk A/... | 79.89 | -1.44% | 23.43K | +4.27% | 2.02M | 122.71 | 0.71% |
| 33 | ARGT | Global X MSCI A... | 86.42 | -1.49% | 23.28K | +4.30% | 1.92M | 49.14 | 0.67% |
| 34 | CBOE | Cboe Global Mar... | 225.85 | -0.2% | 9.65K | +4.14% | 1.89M | 148.36 | 0.66% |
| 35 | ANF | Abercrombie & F... | 74.69 | -5.16% | 10.86K | +4.14% | 1.62M | 140.28 | 0.57% |
| 36 | BKNG | Booking Holding... | 5295.62 | -3.05% | 296 | 0.00% | 1.47M | 3213.58 | 0.52% |
| 37 | AMP | Ameriprise Fina... | 501.79 | -2.67% | 2.71K | +3.67% | 1.44M | 329.53 | 0.51% |
| 38 | RJF | Raymond James F... | 145.55 | -2.06% | 8.15K | +4.30% | 1.27M | 106.37 | 0.44% |
| 39 | PTGX | Protagonist The... | 56.36 | +0.07% | 31.25K | +4.33% | 1.21M | 44.73 | 0.42% |
| 40 | MDGL | Madrigal Pharma... | 295.82 | -0.47% | 3.79K | +3.96% | 1.17M | 215.89 | 0.41% |
| 41 | IESC | IES Holdings, I... | 262.31 | -3.73% | 5.66K | +3.51% | 1.14M | 199.67 | 0.40% |
| 42 | JPM | JPMorgan Chase ... | 264.99 | -1.21% | 4.7K | +4.26% | 1.13M | 164.93 | 0.39% |
| 43 | AMD | Advanced Micro ... | 116.17 | -1.96% | 8.57K | +4.08% | 1.04M | 179.13 | 0.36% |
| 44 | FSS | Federal Signal ... | 99.70 | +0.48% | 10.81K | +4.16% | 998.74K | 68.44 | 0.35% |
| 45 | TYL | Tyler Technolog... | 580.30 | -1.27% | 1.58K | +3.13% | 911.09K | 515.59 | 0.32% |
| 46 | USO | United States O... | 80.23 | +6.90% | 12.02K | +3.49% | 908.26K | 66.95 | 0.32% |
| 47 | ECL | Ecolab Inc. | 263.97 | -2.58% | 3.72K | +4.02% | 872.61K | 195.16 | 0.31% |
| 48 | AAPL | Apple Inc. | 196.25 | -1.48% | 3.25K | -88.24% | 813.62K | 202.69 | 0.29% |
| 49 | AROC | Archrock, Inc. | 24.79 | -0.48% | 32.66K | +4.29% | 812.91K | 20.43 | 0.28% |
| 50 | HUBB | Hubbell Incorpo... | 381.88 | -2.34% | 1.9K | +2.60% | 794.22K | 339.89 | 0.28% |
| 51 | META | Meta Platforms,... | 682.74 | -1.53% | 1.34K | +3.70% | 787.51K | 353.21 | 0.28% |
| 52 | TPH | Tri Pointe Home... | 30.39 | -2.77% | 21.21K | +4.25% | 769K | 33.96 | 0.27% |
| 53 | LLY | Eli Lilly and C... | 819.67 | +0.94% | 966 | -97.03% | 745.75K | 838.32 | 0.26% |
| 54 | WINA | Winmark Corpora... | 430.29 | +0.23% | 1.74K | +2.83% | 684.73K | 339.4 | 0.24% |
| 55 | GRBK | Green Brick Par... | 59.46 | -2.78% | 12.09K | +4.14% | 682.68K | 57.91 | 0.24% |
| 56 | SWKS | Skyworks Soluti... | 71.23 | -1.08% | 7.24K | +4.14% | 642.4K | 108.54 | 0.23% |
| 57 | MANH | Manhattan Assoc... | 189.46 | -1.77% | 2.37K | +4.23% | 639.66K | 208.93 | 0.22% |
| 58 | AVGO | Broadcom Inc. | 248.65 | -2.9% | 2.33K | -95.47% | 541.12K | 152.69 | 0.19% |
| 59 | NVDA | NVIDIA Corporat... | 141.91 | -2.13% | 3.58K | -94.54% | 480.89K | 77.41 | 0.17% |
| 60 | PWR | Quanta Services... | 358.12 | -0.15% | 1.35K | +3.69% | 426.04K | 207.21 | 0.15% |
| 61 | GLD | SPDR Gold Share... | 316.28 | +1.31% | 1.69K | -9.93% | 408.47K | 170.34 | 0.14% |
| 62 | DECK | Deckers Outdoor... | 101.48 | -5.78% | 1.88K | -91.14% | 381.4K | 135.58 | 0.13% |
| 63 | APLY | YieldMax AAPL O... | 12.40 | -2.67% | 18.79K | +100.00% | 338.88K | 18.04 | 0.12% |
| 64 | FBY | YieldMax META O... | 16.50 | -1.55% | 17.07K | +100.00% | 325.09K | 19.05 | 0.11% |
| 65 | SLV | iShares Silver ... | 32.97 | -0.29% | 12.07K | -9.94% | 317.75K | 22.81 | 0.11% |
| 66 | TSLY | YieldMax TSLA O... | 8.27 | +1.12% | 22.07K | +100.00% | 314.97K | 14.27 | 0.11% |
| 67 | GOOY | YieldMax GOOGL ... | 12.08 | -0.41% | 21.08K | +100.00% | 312.39K | 14.82 | 0.11% |
| 68 | MSFO | YieldMax MSFT O... | 17.70 | -0.11% | 16.95K | +100.00% | 308.15K | 18.18 | 0.11% |
| 69 | NVDY | YieldMax NVDA O... | 16.21 | -1.67% | 12.61K | +100.00% | 294.33K | 23.35 | 0.10% |
| 70 | VRT | Vertiv Holdings... | 110.97 | -3.08% | 2.42K | -92.29% | 275.16K | 86.66 | 0.10% |
| 71 | TSLA | Tesla, Inc. | 325.34 | +1.95% | 631 | +100.00% | 254.82K | 403.84 | 0.09% |