Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAVALIER INVESTMENTS LLC | 04-25-2024 | 03-31-2024 | 81 | 273,978,714 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPFOLIO INC | COM CL A | 101 | $2,585,588 | 10,479 | 0.00 | 0.00 | 561 | 5.66 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | 102 | $2,572,539 | 35,168 | 0.00 | 35,168 | +Inf | 03-31-2024 | |
| GRAINGER W W INC | COM | 103 | $2,499,506 | 2,457 | 0.00 | 0.00 | 112 | 4.78 | 03-31-2024 |
| DARDEN RESTAURANTS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 319 | 2.39 | 03-31-2024 |
