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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
14
6
12
1
2
1
16
7
15
CAVALIER INVESTMENTS

Time Period2018-12-31

Total Holdings159

Total Value ($x1000)310,181
Activities
New58

Increased28

Unchanged54

Decreased19

Sold Out56

Top 10 Stock Holdingstotal 54.23%
XLK6.82

XLRE6.4

XLV6.29

XLU6.23

6

 
XLY5.51

XLP5.17

XLF5.16

USMV3.78

IVV2.87

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
XLK
6.82%
TECHNOLOGY
XLRE
6.4%
RL EST SEL SEC
XLV
6.29%
SBI HEALTHCARE
XLU
6.23%
SBI INT-UTILS
VANGUARD...
6%
COM
XLY
5.51%
SBI CONS DISCR
XLP
5.17%
SBI CONS STPLS
XLF
5.16%
SBI INT-FINL
USMV
3.78%
USA MIN VOL ETF
IVV
2.87%
CORE S&P500 ETF
SHY
2.45%
1-3 YR TR BD ETF
IEI
1.9%
3-7 YR TR BD ETF
VGT
1.3%
INF TECH ETF
DOUBLE L...
1.27%
COM
HD
1.11%
COM
SJB
0.95%
SHRT HGH YIELD
IHI
0.86%
U.S. MED DVC ETF
VFH
0.82%
FINANCIALS ETF
ADBE
0.71%
COM
AMZN
0.69%
COM
BA
0.69%
COM
ABMD
0.66%
COM
FTNT
0.66%
COM
PAYC
0.65%
COM
ABR
0.64%
COM
STX
0.62%
SHS
MED
0.6%
COM
TOTL
0.54%
SPDR TR TACTIC
TREX
0.53%
COM
NOW
0.51%
COM
EC
0.5%
SPONSORED ADS
NVDA
0.5%
COM
MA
0.49%
CL A
MSFT
0.49%
COM
ISRG
0.48%
COM NEW
NFLX
0.47%
COM
AAPL
0.44%
COM
BURL
0.44%
COM
WWE
0.42%
CL A
LULU
0.41%
COM
AEO
0.41%
COM
FSS
0.39%
COM
MRK
0.39%
COM
ZTS
0.38%
CL A
IRMD
0.38%
COM
PFE
0.38%
COM
ABT
0.38%
COM
PYPL
0.37%
COM
AYX
0.37%
CL A
AMED
0.37%
COM
BDX
0.37%
COM
APPF
0.37%
COM CL A
KO
0.36%
COM
AMZA
0.36%
INFRAC ACT MLP
MCD
0.35%
COM
GOOGL
0.35%
CAP STK CL A
VZ
0.35%
COM
BSX
0.34%
COM
TMO
0.34%
COM
SPY
0.34%
TR UNIT
DG
0.34%
COM
HFC
0.34%
COM
SYK
0.33%
COM
ROST
0.33%
COM
JNJ
0.33%
COM
XLI
0.32%
SBI INT-INDS
XLE
0.31%
SBI INT-ENERGY
ITA
0.31%
U.S. AER&DEF ETF
MLNX
0.3%
SHS
GPRK
0.3%
USD SHS
CSWC
0.29%
COM
AZN
0.29%
SPONSORED ADR
TWTR
0.28%
COM
BEAT
0.28%
COM
VEEV
0.28%
CL A COM
ENTA
0.27%
COM
SQ
0.27%
CL A
HEI
0.27%
COM
EQNR
0.26%
SPONSORED ADR
AAXN
0.26%
COM
NICE
0.25%
SPONSORED ADR
BRK.B
0.25%
CL B NEW
MTCH
0.24%
COM
PGR
0.23%
COM
RDWR
0.22%
ORD
UNP
0.22%
COM
MIME
0.21%
ORD SHS
MBUU
0.21%
CL A
ENVA
0.2%
COM
WMT
0.2%
COM
PGTI
0.2%
COM
AMTD
0.2%
COM
WNS
0.2%
SPON ADR
VMI
0.19%
COM
IIN
0.18%
COM
CME
0.18%
COM
FXI
0.17%
CHINA LG-CAP ETF
MEOH
0.17%
COM
AMOT
0.17%
COM
AMD
0.16%
COM
MCFT
0.16%
COM
NMIH
0.16%
CL A
GTLS
0.16%
COM PAR $0.01
EVTC
0.15%
COM
COP
0.15%
COM
WERN
0.15%
COM
ORLY
0.14%
COM
CPRT
0.14%
COM
ELY
0.14%
COM
DPZ
0.14%
COM
UACL
0.14%
COM
DXCM
0.14%
COM
TGLS
0.14%
SHS
CARG
0.13%
CL A
VRSK
0.13%
CL A
SPGI
0.13%
COM
CAMT
0.13%
ORD
ATHM
0.13%
SP ADR RP CL A
JCAP
0.13%
COM
FN
0.13%
SHS
SSW
0.13%
SHS
ERIC
0.13%
ADR B SEK 10
TEAM
0.13%
CL A
KRE
0.13%
S&P REGL BKG
LW
0.13%
COM
PANW
0.12%
COM
QLYS
0.11%
COM
AUDC
0.1%
ORD
NNI
0.1%
CL A
WEX
0.1%
COM
EPM
0.1%
COM
NRCIA
0.1%
CL A
BGSF
0.1%
COM
BSTC
0.09%
COM
INGN
0.09%
COM
MGRC
0.08%
COM
MEDP
0.08%
COM
CYBR
0.08%
SHS
BKE
0.07%
COM
MPX
0.07%
COM
LNN
0.07%
COM
CVRR
0.07%
COMUNIT REP LT
UFPT
0.07%
COM
ATAX
0.07%
BEN UNIT CTF
GPP
0.06%
COM REP PTR IN
GPRE
0.06%
COM
PFIE
0.05%
COM
LGCY
0.05%
COM
DNR
0.04%
COM NEW
GSK
0.03%
SPONSORED ADR
TSN
0.03%
CL A
LNC
0.03%
COM
SYY
0.03%
COM
HRL
0.03%
COM
CSGS
0.03%
COM
K
0.03%
COM
JBSS
0.03%
COM
CAG
0.02%
COM
WIN
0.01%
COM PAR
XLC
4.08%
COMMUNICATION
XLB
3.98%
SBI MATERIALS
JNK
1.47%
BRC HGH YLD BD
SPYG
1.26%
S&P 500 GROWTH
IXN
1.23%
GLOBAL TECH ETF
SOXX
1.2%
PHLX SEMICND ETF
CWB
1.19%
BRC CNV SECS ETF
FDN
1.18%
DJ INTERNT IDX
WPS
1.14%
INTL DEVPPTY ETF
XHE
0.92%
HLTH CR EQUIP
ALGN
0.88%
COM
IJH
0.81%
CORE S&P MCP ETF
VLO
0.72%
COM
BCC
0.64%
COM
PTH
0.62%
DWA HEALTHCARE
IWN
0.6%
RUS 2000 VAL ETF
SBIO
0.59%
MED BREAKTHGH
PREFERRE...
0.58%
COM
NOC
0.55%
COM
JHME
0.48%
MLTFACTOR ENRG
ESIO
0.47%
COM
DK
0.46%
COM
PSX
0.44%
COM
VNOM
0.43%
COM UNT RP INT
LGND
0.35%
COM NEW
GRUB
0.34%
COM
XPO
0.31%
COM
LITE
0.31%
COM
VIRT
0.3%
CL A
MU
0.3%
COM
MCFT
0.28%
COM
JHMC
0.26%
MULTIFACTOR CO
TTGT
0.26%
COM
CVTI
0.21%
CL A
MC
0.2%
CL A
RYAM
0.2%
COM
MIXT
0.17%
SPONSORED ADR
NBIX
0.17%
COM
KORS
0.17%
SHS
OEC
0.17%
COM
GWW
0.16%
COM
IMGN
0.16%
COM
TNET
0.15%
COM
ODFL
0.15%
COM
INXN
0.14%
SHS
SUPN
0.13%
COM
BP
0.13%
SPONSORED ADR
SU
0.12%
COM
THR
0.1%
COM
VB
0.1%
SMALL CP ETF
JHMF
0.09%
MULTIFACTOR FI
PCOM
0.09%
COM NEW
IAI
0.08%
U.S. BR-DEAL ETF
IIIN
0.08%
COM
SPAR
0.07%
COM
SEDG
0.07%
COM