BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

Naa Large Cap Value Fund

· New Age Alpha Funds Trust
Monthly Holdings $67M AUM 103 positions Period Mar 2026 Filed May 19, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Apple Inc. 037833100 Mar 2026 18,178 $4.6M 6.91% EC
2 Amazon.com, Inc. 023135106 Mar 2026 11,242 $2.3M 3.51% EC
3 Exxon Mobil Corp. 30231G102 Mar 2026 10,389 $1.8M 2.64% EC
4 Walmart Inc 931142103 Mar 2026 10,815 $1.3M 2.01% EC
5 Costco Wholesale Corporation 22160K105 Mar 2026 1,092 $1.1M 1.63% EC
6 Tesla Inc 88160R101 Mar 2026 2,623 $975K 1.46% EC
7 Chevron Corp. 166764100 Mar 2026 4,206 $870K 1.30% EC
8 ConocoPhillips 20825C104 Mar 2026 6,513 $860K 1.29% EC
9 The Procter & Gamble Co. 742718109 Mar 2026 5,762 $832K 1.25% EC
10 Bank of America Corp. 060505104 Mar 2026 16,566 $808K 1.21% EC
11 Baker Hughes Company 05722G100 Mar 2026 13,223 $807K 1.21% EC
12 Home Depot Inc. 437076102 Mar 2026 2,451 $806K 1.21% EC
13 SLB Ltd. 806857108 Mar 2026 15,633 $803K 1.20% EC
14 Intel Corporation 458140100 Mar 2026 17,264 $762K 1.14% EC
15 Merck & Co., Inc 58933Y105 Mar 2026 6,316 $760K 1.14% EC
16 Freeport-McMoRan Inc. 35671D857 Mar 2026 12,690 $746K 1.12% EC
17 L3 Harris Technologies Inc 502431109 Mar 2026 2,154 $743K 1.11% EC
18 AT&T Inc 00206R102 Mar 2026 25,561 $741K 1.11% EC
19 Johnson & Johnson 478160104 Mar 2026 2,980 $728K 1.09% EC
20 Digital Realty Trust Inc. 253868103 Mar 2026 4,040 $728K 1.09% EC
21 Deere & Company 244199105 Mar 2026 1,287 $725K 1.09% EC
22 Gilead Sciences Inc. 375558103 Mar 2026 5,010 $698K 1.05% EC
23 Altria Group, Inc. 02209S103 Mar 2026 10,407 $687K 1.03% EC
24 Duke Energy Corp 26441C204 Mar 2026 5,227 $684K 1.03% EC
25 Coca-Cola Co (The) 191216100 Mar 2026 8,805 $670K 1.00% EC
26 FirstEnergy Corp. 337932107 Mar 2026 13,089 $663K 0.99% EC
27 Exelon Corp. 30161N101 Mar 2026 13,479 $661K 0.99% EC
28 Johnson Controls International PLC G51502105 Mar 2026 5,018 $657K 0.98% EC
29 Ameren Corp. 023608102 Mar 2026 5,961 $655K 0.98% EC
30 Mondelez International Inc. 609207105 Mar 2026 11,331 $653K 0.98% EC
31 PPL Corporation 69351T106 Mar 2026 17,063 $652K 0.98% EC
32 Amgen Inc. 031162100 Mar 2026 1,846 $650K 0.97% EC
33 T-Mobile US Inc 872590104 Mar 2026 3,085 $648K 0.97% EC
34 Colgate-Palmolive Co. 194162103 Mar 2026 7,582 $646K 0.97% EC
35 Starbucks Corp. 855244109 Mar 2026 7,201 $645K 0.97% EC
36 LyondellBasell Industries NV N53745100 Mar 2026 7,987 $643K 0.96% EC
37 Chubb Ltd. Switzerland H1467J104 Mar 2026 1,972 $643K 0.96% EC
38 Citigroup Inc. 172967424 Mar 2026 5,613 $637K 0.95% EC
39 Cisco Systems, Inc. 17275R102 Mar 2026 8,168 $634K 0.95% EC
40 Cardinal Health, Inc. 14149Y108 Mar 2026 2,993 $632K 0.95% EC
41 The TJX Companies Inc. 872540109 Mar 2026 3,919 $626K 0.94% EC
42 Ecolab Inc. 278865100 Mar 2026 2,316 $616K 0.92% EC
43 General Dynamics Corporation 369550108 Mar 2026 1,770 $607K 0.91% EC
44 Travelers Companies, Inc. 89417E109 Mar 2026 2,074 $605K 0.91% EC
45 GE Aerospace 369604301 Mar 2026 2,130 $604K 0.91% EC
46 UnitedHealth Group Inc. 91324P102 Mar 2026 2,221 $601K 0.90% EC
47 Evergy Inc 30034W106 Mar 2026 7,303 $598K 0.90% EC
48 Goldman Sachs Group, Inc. 38141G104 Mar 2026 704 $596K 0.89% EC
49 American Water Works Company, Inc. 030420103 Mar 2026 4,369 $595K 0.89% EC
50 U.S. Bancorp. 902973304 Mar 2026 11,372 $591K 0.89% EC
51 Arch Capital Group Ltd. G0450A105 Mar 2026 6,161 $591K 0.89% EC
52 American Tower Corporation 03027X100 Mar 2026 3,414 $589K 0.88% EC
53 JPMorgan Chase & Co. 46625H100 Mar 2026 1,996 $587K 0.88% EC
54 iShares Trust 464287408 Mar 2026 2,765 $584K 0.87% EC
55 Extra Space Storage Inc. 30225T102 Mar 2026 4,441 $582K 0.87% EC
56 Zoetis Inc. 98978V103 Mar 2026 4,890 $578K 0.87% EC
57 Morgan Stanley 617446448 Mar 2026 3,506 $577K 0.86% EC
58 Southwest Airlines Co. 844741108 Mar 2026 15,239 $573K 0.86% EC
59 Delta Air Lines Inc. 247361702 Mar 2026 8,563 $569K 0.85% EC
60 CVS Health Corp 126650100 Mar 2026 7,909 $568K 0.85% EC
61 Cencora Inc 03073E105 Mar 2026 1,772 $557K 0.83% EC
62 Truist Financial Corp. 89832Q109 Mar 2026 12,024 $553K 0.83% EC
63 Walt Disney Company 254687106 Mar 2026 5,634 $543K 0.81% EC
64 Wells Fargo & Co. 949746101 Mar 2026 6,789 $540K 0.81% EC
65 NetApp Inc. 64110D104 Mar 2026 5,245 $537K 0.80% EC
66 Raymond James Financial Inc. 754730109 Mar 2026 3,651 $529K 0.79% EC
67 Omnicom Group Inc 681919106 Mar 2026 7,006 $528K 0.79% EC
68 Cadence Design Systems, Inc. 127387108 Mar 2026 1,895 $527K 0.79% EC
69 Ford Motor Company 345370860 Mar 2026 44,974 $519K 0.78% EC
70 Xylem, Inc. 98419M100 Mar 2026 4,321 $516K 0.77% EC
71 Elevance Health Inc. 036752103 Mar 2026 1,756 $514K 0.77% EC
72 Akamai Technologies, Inc. 00971T101 Mar 2026 4,446 $511K 0.77% EC
73 Price T Rowe Group Inc. 74144T108 Mar 2026 5,577 $503K 0.75% EC
74 Leidos Holdings Inc 525327102 Mar 2026 3,224 $501K 0.75% EC
75 Dollar Tree Inc 256746108 Mar 2026 4,525 $496K 0.74% EC
76 International Business Machines Corp. 459200101 Mar 2026 2,043 $495K 0.74% EC
77 Centene Corp. 15135B101 Mar 2026 14,488 $474K 0.71% EC
78 Automatic Data Processing, Inc. 053015103 Mar 2026 2,313 $470K 0.70% EC
79 Textron Inc. 883203101 Mar 2026 5,366 $470K 0.70% EC
80 QUALCOMM Inc. 747525103 Mar 2026 3,613 $465K 0.70% EC
81 IQVIA Holdings Inc. 46266C105 Mar 2026 2,674 $456K 0.68% EC
82 Paypal Holdings Inc. 70450Y103 Mar 2026 9,967 $451K 0.68% EC
83 Cognizant Technology Solutions Corp. 192446102 Mar 2026 7,092 $435K 0.65% EC
84 Coinbase Global Inc 19260Q107 Mar 2026 2,483 $434K 0.65% EC
85 Invitation Homes Inc. 46187W107 Mar 2026 17,048 $424K 0.63% EC
86 Broadridge Financial Solutions Inc. 11133T103 Mar 2026 2,556 $415K 0.62% EC
87 Everest Group Ltd G3223R108 Mar 2026 1,255 $410K 0.61% EC
88 Servicenow Inc 81762P102 Mar 2026 3,877 $405K 0.61% EC
89 Humana Inc. 444859102 Mar 2026 2,262 $392K 0.59% EC
90 DexCom Inc 252131107 Mar 2026 6,100 $383K 0.57% EC
91 Ares Management Corporation 03990B101 Mar 2026 3,494 $381K 0.57% EC
92 McCormick & Company, Incorporated 579780206 Mar 2026 7,413 $374K 0.56% EC
93 Costar Group Inc 22160N109 Mar 2026 9,033 $364K 0.55% EC
94 Godaddy Inc 380237107 Mar 2026 4,269 $353K 0.53% EC
95 Fair Isaac Corporation 303250104 Mar 2026 330 $352K 0.53% EC
96 Workday Inc 98138H101 Mar 2026 2,707 $352K 0.53% EC
97 iShares Trust 464287598 Mar 2026 1,499 $320K 0.48% EC
98 Bio-Techne Corp 09073M104 Mar 2026 5,058 $264K 0.40% EC
99 FactSet Research Systems Inc. 303075105 Mar 2026 1,144 $248K 0.37% EC
100 Match Group Inc 57667L107 Mar 2026 7,779 $239K 0.36% EC
101 MGM Resorts International 552953101 Mar 2026 6,418 $238K 0.36% EC
102 Franklin Resources Inc. 354613101 Mar 2026 9,629 $227K 0.34% EC
103 N/A N/A Mar 2026 52,062 $52K 0.08% STIV