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Holdings (Monthly) Guide ↗

Naa Large Core Series

· New Age Alpha Variable Funds Trust
Monthly Holdings $240M AUM 141 positions Period Mar 2026 Filed May 21, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 NVIDIA Corp. 67066G104 Mar 2026 98,279 $17.1M 7.18% EC
2 Apple Inc. 037833100 Mar 2026 62,924 $16.0M 6.69% EC
3 Microsoft Corp. 594918104 Mar 2026 31,170 $11.5M 4.83% EC
4 Alphabet Inc. 02079K305 Mar 2026 35,824 $10.3M 4.31% EC
5 Amazon.com, Inc. 023135106 Mar 2026 29,203 $6.1M 2.55% EC
6 Broadcom Inc 11135F101 Mar 2026 18,985 $5.9M 2.46% EC
7 Exxon Mobil Corp. 30231G102 Mar 2026 32,628 $5.5M 2.32% EC
8 Tesla Inc 88160R101 Mar 2026 11,939 $4.4M 1.86% EC
9 Chevron Corp. 166764100 Mar 2026 19,998 $4.1M 1.73% EC
10 Micron Technology Inc. 595112103 Mar 2026 11,561 $3.9M 1.64% EC
11 Berkshire Hathaway Inc. 084670702 Mar 2026 7,649 $3.7M 1.53% EC
12 Caterpillar Inc 149123101 Mar 2026 5,050 $3.6M 1.50% EC
13 Merck & Co., Inc 58933Y105 Mar 2026 28,606 $3.4M 1.44% EC
14 AT&T Inc 00206R102 Mar 2026 117,610 $3.4M 1.43% EC
15 JPMorgan Chase & Co. 46625H100 Mar 2026 11,460 $3.4M 1.41% EC
16 Amgen Inc. 031162100 Mar 2026 8,623 $3.0M 1.27% EC
17 Meta Platforms Inc 30303M102 Mar 2026 5,193 $3.0M 1.24% EC
18 Advanced Micro Devices Inc. 007903107 Mar 2026 14,267 $2.9M 1.21% EC
19 Gilead Sciences Inc. 375558103 Mar 2026 20,814 $2.9M 1.21% EC
20 GE Vernova Inc. 36828A101 Mar 2026 3,306 $2.9M 1.21% EC
21 Cisco Systems, Inc. 17275R102 Mar 2026 36,907 $2.9M 1.20% EC
22 Citigroup Inc. 172967424 Mar 2026 24,808 $2.8M 1.18% EC
23 GE Aerospace 369604301 Mar 2026 9,812 $2.8M 1.17% EC
24 RTX Corp. 75513E101 Mar 2026 14,259 $2.8M 1.15% EC
25 Goldman Sachs Group, Inc. 38141G104 Mar 2026 3,211 $2.7M 1.14% EC
26 Verizon Communications Inc. 92343V104 Mar 2026 53,589 $2.7M 1.13% EC
27 Morgan Stanley 617446448 Mar 2026 15,986 $2.6M 1.10% EC
28 Intel Corporation 458140100 Mar 2026 59,215 $2.6M 1.09% EC
29 Amphenol Corporation 032095101 Mar 2026 20,205 $2.6M 1.07% EC
30 Bank of America Corp. 060505104 Mar 2026 52,312 $2.6M 1.07% EC
31 Eli Lilly & Co. 532457108 Mar 2026 2,711 $2.5M 1.04% EC
32 Honeywell International Inc. 438516106 Mar 2026 10,665 $2.4M 1.01% EC
33 Oracle Corp. 68389X105 Mar 2026 16,308 $2.4M 1.00% EC
34 iShares Trust 464287200 Mar 2026 3,660 $2.4M 1.00% EC
35 State Street Spdr S&p 500 Etf Trust 78462F103 Mar 2026 3,676 $2.4M 1.00% EC
36 Applied Materials Inc. 038222105 Mar 2026 6,872 $2.3M 0.98% EC
37 Palo Alto Networks Inc 697435105 Mar 2026 13,451 $2.2M 0.90% EC
38 Uber Technologies Inc 90353T100 Mar 2026 29,975 $2.2M 0.90% EC
39 QUALCOMM Inc. 747525103 Mar 2026 16,544 $2.1M 0.89% EC
40 Salesforce Inc. 79466L302 Mar 2026 11,004 $2.1M 0.86% EC
41 ConocoPhillips 20825C104 Mar 2026 15,523 $2.0M 0.86% EC
42 Chubb Ltd. Switzerland H1467J104 Mar 2026 6,089 $2.0M 0.83% EC
43 Newmont Corporation 651639106 Mar 2026 18,245 $2.0M 0.83% EC
44 Vertex Pharmaceuticals Incorporated 92532F100 Mar 2026 4,296 $1.9M 0.80% EC
45 Parker-Hannifin Corp. 701094104 Mar 2026 2,109 $1.9M 0.79% EC
46 Stryker Corporation 863667101 Mar 2026 5,575 $1.8M 0.77% EC
47 Crowdstrike Holdings Inc 22788C105 Mar 2026 4,413 $1.7M 0.72% EC
48 Duke Energy Corp 26441C204 Mar 2026 13,038 $1.7M 0.71% EC
49 Palantir Technologies Inc 69608A108 Mar 2026 10,664 $1.6M 0.65% EC
50 Accenture PLC G1151C101 Mar 2026 7,654 $1.5M 0.64% EC
51 Constellation Energy Corp. 21037T109 Mar 2026 5,170 $1.4M 0.60% EC
52 Deere & Company 244199105 Mar 2026 2,533 $1.4M 0.60% EC
53 Southern Co. 842587107 Mar 2026 13,729 $1.3M 0.55% EC
54 Comcast Corporation 20030N101 Mar 2026 44,992 $1.3M 0.54% EC
55 SLB Ltd. 806857108 Mar 2026 25,014 $1.3M 0.54% EC
56 Phillips 66 718546104 Mar 2026 6,741 $1.2M 0.51% EC
57 Lam Research Corporation 512807306 Mar 2026 5,557 $1.2M 0.50% EC
58 Northrop Grumman Corporation 666807102 Mar 2026 1,676 $1.1M 0.48% EC
59 N/A N/A Mar 2026 1,141,346 $1.1M 0.48% STIV
60 General Motors Company 37045V100 Mar 2026 15,079 $1.1M 0.47% EC
61 MasterCard Incorporated 57636Q104 Mar 2026 2,244 $1.1M 0.47% EC
62 Williams Companies Inc. (The) 969457100 Mar 2026 15,283 $1.1M 0.47% EC
63 Sandisk Corporation 80004C200 Mar 2026 1,735 $1.1M 0.46% EC
64 General Dynamics Corporation 369550108 Mar 2026 3,174 $1.1M 0.46% EC
65 Pfizer Inc. 717081103 Mar 2026 37,855 $1.1M 0.44% EC
66 Freeport-McMoRan Inc. 35671D857 Mar 2026 17,636 $1.0M 0.43% EC
67 Baker Hughes Company 05722G100 Mar 2026 16,329 $997K 0.42% EC
68 Cummins Inc. 231021106 Mar 2026 1,712 $921K 0.39% EC
69 Gallagher Aj &Co 363576109 Mar 2026 4,238 $918K 0.38% EC
70 Johnson Controls International PLC G51502105 Mar 2026 6,876 $900K 0.38% EC
71 The Allstate Corporation 020002101 Mar 2026 4,332 $898K 0.38% EC
72 Marathon Petroleum Corp. 56585A102 Mar 2026 3,674 $897K 0.38% EC
73 Fastenal Co. 311900104 Mar 2026 19,224 $892K 0.37% EC
74 American Electric Power Co, Inc. 025537101 Mar 2026 6,793 $890K 0.37% EC
75 Exelon Corp. 30161N101 Mar 2026 17,033 $835K 0.35% EC
76 Kinder Morgan, Inc. 49456B101 Mar 2026 24,744 $830K 0.35% EC
77 W.w. Grainger Inc. 384802104 Mar 2026 745 $813K 0.34% EC
78 United Rentals, Inc. 911363109 Mar 2026 1,048 $764K 0.32% EC
79 Walmart Inc 931142103 Mar 2026 6,066 $754K 0.32% EC
80 IDEXX Laboratories Inc. 45168D104 Mar 2026 1,312 $737K 0.31% EC
81 Oneok Inc. 682680103 Mar 2026 7,940 $718K 0.30% EC
82 Delta Air Lines Inc. 247361702 Mar 2026 10,541 $701K 0.29% EC
83 Vertiv Holdings Co 92537N108 Mar 2026 2,788 $699K 0.29% EC
84 Paypal Holdings Inc. 70450Y103 Mar 2026 15,281 $691K 0.29% EC
85 The Hartford Insurance Group Inc. 416515104 Mar 2026 4,626 $626K 0.26% EC
86 Diamondback Energy Inc 25278X109 Mar 2026 3,132 $619K 0.26% EC
87 D.R. Horton, Inc. 23331A109 Mar 2026 4,473 $614K 0.26% EC
88 L3 Harris Technologies Inc 502431109 Mar 2026 1,770 $611K 0.26% EC
89 Occidental Petroleum Corp. 674599105 Mar 2026 9,168 $596K 0.25% EC
90 Xcel Energy Inc 98389B100 Mar 2026 7,484 $595K 0.25% EC
91 Vistra Corp 92840M102 Mar 2026 3,940 $592K 0.25% EC
92 Lockheed Martin Corporation 539830109 Mar 2026 872 $527K 0.22% EC
93 Consolidated Edison, Inc. 209115104 Mar 2026 4,528 $512K 0.21% EC
94 Public Service Enterprise Group Incorporated 744573106 Mar 2026 6,208 $503K 0.21% EC
95 EQT Corporation 26884L109 Mar 2026 7,876 $501K 0.21% EC
96 Adobe Inc 00724F101 Mar 2026 2,016 $490K 0.21% EC
97 PG&E Corporation 69331C108 Mar 2026 27,248 $479K 0.20% EC
98 WEC Energy Group Inc. 92939U106 Mar 2026 4,084 $473K 0.20% EC
99 PPL Corporation 69351T106 Mar 2026 12,361 $472K 0.20% EC
100 Carrier Global Corporation 14448C104 Mar 2026 8,112 $457K 0.19% EC
101 FirstEnergy Corp. 337932107 Mar 2026 8,638 $438K 0.18% EC
102 Block Inc 852234103 Mar 2026 6,898 $415K 0.17% EC
103 NRG Energy, Inc. 629377508 Mar 2026 2,684 $392K 0.16% EC
104 Atmos Energy Corp. 049560105 Mar 2026 2,094 $387K 0.16% EC
105 DTE Energy Co. 233331107 Mar 2026 2,624 $384K 0.16% EC
106 Ameren Corp. 023608102 Mar 2026 3,459 $380K 0.16% EC
107 Cognizant Technology Solutions Corp. 192446102 Mar 2026 5,963 $366K 0.15% EC
108 Texas Instruments Inc. 882508104 Mar 2026 1,868 $363K 0.15% EC
109 United Airlines Holdings Inc 910047109 Mar 2026 3,911 $360K 0.15% EC
110 Centerpoint Energy Inc 15189T107 Mar 2026 8,207 $354K 0.15% EC
111 Texas Pacific Land Corporation 88262P102 Mar 2026 736 $349K 0.15% EC
112 Edison International 281020107 Mar 2026 4,769 $349K 0.15% EC
113 First Solar Inc 336433107 Mar 2026 1,767 $349K 0.15% EC
114 Seagate Technology Holdings PLC G7997R103 Mar 2026 856 $335K 0.14% EC
115 Fiserv Inc. 337738108 Mar 2026 5,952 $332K 0.14% EC
116 Expand Energy Corp. 165167735 Mar 2026 2,983 $327K 0.14% EC
117 Steel Dynamics, Inc. 858119100 Mar 2026 1,694 $305K 0.13% EC
118 ON Semiconductor Corp. 682189105 Mar 2026 4,857 $301K 0.13% EC
119 Southwest Airlines Co. 844741108 Mar 2026 7,947 $299K 0.12% EC
120 CMS Energy Corporation 125896100 Mar 2026 3,841 $298K 0.12% EC
121 NiSource Inc. 65473P105 Mar 2026 6,023 $281K 0.12% EC
122 Bristol-Myers Squibb Company 110122108 Mar 2026 4,624 $280K 0.12% EC
123 Quanta Services, Inc. 74762E102 Mar 2026 506 $278K 0.12% EC
124 Synchrony Financial 87165B103 Mar 2026 3,915 $266K 0.11% EC
125 Huntington Ingalls Industries, Inc. 446413106 Mar 2026 658 $250K 0.10% EC
126 Evergy Inc 30034W106 Mar 2026 2,881 $236K 0.10% EC
127 Alliant Energy Corporation 018802108 Mar 2026 3,230 $232K 0.10% EC
128 International Business Machines Corp. 459200101 Mar 2026 894 $217K 0.09% EC
129 Hewlett Packard Enterprise Co. 42824C109 Mar 2026 8,840 $210K 0.09% EC
130 Insulet Corporation 45784P101 Mar 2026 997 $209K 0.09% EC
131 Comfort Systems USA Inc. 199908104 Mar 2026 148 $204K 0.09% EC
132 Boeing Co. 097023105 Mar 2026 1,015 $202K 0.08% EC
133 Gartner Inc. 366651107 Mar 2026 1,229 $195K 0.08% EC
134 APA Corp. 03743Q108 Mar 2026 4,466 $190K 0.08% EC
135 Jabil Inc 466313103 Mar 2026 598 $159K 0.07% EC
136 Arista Networks Inc 040413205 Mar 2026 1,266 $155K 0.07% EC
137 Pinnacle West Capital Corp. 723484101 Mar 2026 1,506 $152K 0.06% EC
138 Corning Incorporated 219350105 Mar 2026 1,049 $143K 0.06% EC
139 Ciena Corporation 171779309 Mar 2026 366 $142K 0.06% EC
140 Stanley Black & Decker, Inc. 854502101 Mar 2026 1,927 $137K 0.06% EC
141 Coherent Corp 19247G107 Mar 2026 546 $130K 0.05% EC