- New Purchases: AGG, TIP, XLV, IJH, XLP, IWM, QSR, CMG, COST, UBNT, BOOM, SUI, DRI, DCO, ARGO, IIPR, CIEN, OLED, FICO, BAH, LAMR, ENB, RGEN, ETSY, DIN, DSGX, ACGL, LHCG, KNSL, DHT, NSSC, LAWS, GOOG, ALOT, IEC,
- Added Positions: XLK, CDNS, IBB, XLNX, PGR, FOXF, CYBR, SPNS, NICE, XLF, FTNT, MCHI, VOC,
- Reduced Positions: XLE, XLRE, XLU, XLC, XLI, XLB, MSFT, SHY, JNK, BA, AMZN, GDX, APPF, MTCH, USMV, IVV,
- Sold Out: GLD, IEI, ABMD, VOX, XPH, EC, NFLX, MED, FN, ISRG, TREX, XRT, XOP, WWE, GOOGL, PYPL, BEAT, INDA, AMED, AAPL, GPRK, BSX, SQ, EWZ, AZN, RDWR, WNS, SSW, BGSF, CME, AMD, GTLS, TMO, SYK, CAMT, COP, WEX, WMGI, AMOT, LW, MGRC,
For the details of Cavalier Investments's stock buys and sells, go to https://www.gurufocus.com/guru/cavalier+investments/current-portfolio/portfolioportfolio
These are the top 5 holdings of Cavalier Investments- SPDR Select Sector Fund - Technology (XLK) - 216,463 shares, 7.46% of the total portfolio. Shares added by 9.20%
- SPDR Select Sector Fund - Industrial (XLI) - 141,069 shares, 4.81% of the total portfolio. Shares reduced by 21.75%
- SPDR Select Sector Fund - Consumer Discretionary (XLY) - 82,018 shares, 4.31% of the total portfolio. Shares reduced by 0.74%
- iShares Core U.S. Aggregate Bond (AGG) - 85,834 shares, 4.21% of the total portfolio. New Position
- iShares TIPS Bond (TIP) - 82,227 shares, 4.19% of the total portfolio. New Position
Cavalier Investments initiated holding in iShares Core U.S. Aggregate Bond. The purchase prices were between $107.29 and $111.16, with an estimated average price of $108.84. The stock is now traded at around $111.35. The impact to a portfolio due to this purchase was 4.21%. The holding were 85,834 shares as of .
New Purchase: iShares TIPS Bond (TIP)Cavalier Investments initiated holding in iShares TIPS Bond. The purchase prices were between $112.34 and $115.84, with an estimated average price of $113.7. The stock is now traded at around $115.16. The impact to a portfolio due to this purchase was 4.19%. The holding were 82,227 shares as of .
New Purchase: SPDR Select Sector Fund - Health Care (XLV)Cavalier Investments initiated holding in SPDR Select Sector Fund - Health Care. The purchase prices were between $85.78 and $93.73, with an estimated average price of $89.84. The stock is now traded at around $92.10. The impact to a portfolio due to this purchase was 2.51%. The holding were 61,516 shares as of .
New Purchase: iShares Core S&P Mid-Cap (IJH)Cavalier Investments initiated holding in iShares Core S&P Mid-Cap. The purchase prices were between $180.31 and $197.09, with an estimated average price of $190.89. The stock is now traded at around $197.88. The impact to a portfolio due to this purchase was 2.33%. The holding were 27,248 shares as of .
New Purchase: SPDR Select Sector Fund - Consumer Staples (XLP)Cavalier Investments initiated holding in SPDR Select Sector Fund - Consumer Staples. The purchase prices were between $55.19 and $59.36, with an estimated average price of $57.25. The stock is now traded at around $60.39. The impact to a portfolio due to this purchase was 1.76%. The holding were 68,896 shares as of .
New Purchase: iShares Russell 2000 (IWM)Cavalier Investments initiated holding in iShares Russell 2000. The purchase prices were between $145.35 and $160.15, with an estimated average price of $153.69. The stock is now traded at around $157.93. The impact to a portfolio due to this purchase was 1.74%. The holding were 25,416 shares as of .
Added: Cadence Design Systems Inc (CDNS)Cavalier Investments added to a holding in Cadence Design Systems Inc by 127.66%. The purchase prices were between $61.7 and $72.67, with an estimated average price of $66.76. The stock is now traded at around $75.32. The impact to a portfolio due to this purchase was 0.56%. The holding were 32,100 shares as of .
Added: iShares Nasdaq Biotechnology Index Fund (IBB)Cavalier Investments added to a holding in iShares Nasdaq Biotechnology Index Fund by 49.17%. The purchase prices were between $99.98 and $114.93, with an estimated average price of $106.31. The stock is now traded at around $106.57. The impact to a portfolio due to this purchase was 0.49%. The holding were 31,263 shares as of .
Added: Xilinx Inc (XLNX)Cavalier Investments added to a holding in Xilinx Inc by 166.07%. The purchase prices were between $101.03 and $139.72, with an estimated average price of $116.63. The stock is now traded at around $116.59. The impact to a portfolio due to this purchase was 0.48%. The holding were 14,900 shares as of .
Added: Progressive Corp (PGR)Cavalier Investments added to a holding in Progressive Corp by 74.17%. The purchase prices were between $71.53 and $83.34, with an estimated average price of $77.36. The stock is now traded at around $81.49. The impact to a portfolio due to this purchase was 0.32%. The holding were 20,900 shares as of .
Added: Fox Factory Holding Corp (FOXF)Cavalier Investments added to a holding in Fox Factory Holding Corp by 114.29%. The purchase prices were between $65.65 and $82.51, with an estimated average price of $74.13. The stock is now traded at around $82.89. The impact to a portfolio due to this purchase was 0.23%. The holding were 12,000 shares as of .
Added: Sapiens International Corp NV (SPNS)Cavalier Investments added to a holding in Sapiens International Corp NV by 90.53%. The purchase prices were between $14.14 and $16.88, with an estimated average price of $15.5. The stock is now traded at around $16.52. The impact to a portfolio due to this purchase was 0.16%. The holding were 46,300 shares as of .
Sold Out: SPDR Gold Trust (GLD)Cavalier Investments sold out a holding in SPDR Gold Trust. The sale prices were between $119.94 and $134.2, with an estimated average price of $123.59.
Sold Out: iShares 3-7 Year Treasury Bond ETF (IEI)Cavalier Investments sold out a holding in iShares 3-7 Year Treasury Bond ETF. The sale prices were between $121.47 and $125.67, with an estimated average price of $123.24.
Sold Out: Abiomed Inc (ABMD)Cavalier Investments sold out a holding in Abiomed Inc. The sale prices were between $250.96 and $284.94, with an estimated average price of $265.27.
Sold Out: Vanguard Communication Services (VOX)Cavalier Investments sold out a holding in Vanguard Communication Services. The sale prices were between $81.39 and $90.49, with an estimated average price of $86.49.
Sold Out: SPDR S&P Pharmaceuticals (XPH)Cavalier Investments sold out a holding in SPDR S&P Pharmaceuticals. The sale prices were between $36.75 and $42.26, with an estimated average price of $39.32.
Sold Out: Ecopetrol SA (EC)Cavalier Investments sold out a holding in Ecopetrol SA. The sale prices were between $16.39 and $21.97, with an estimated average price of $18.72.
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