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Holdings (Monthly) Guide ↗

Naa Large Cap Value Fund

· New Age Alpha Funds Trust
Monthly Holdings $72M AUM 40 positions Period Jun 2026 Filed Aug 19, 2026 EDGAR ↗ ← All Funds
All 61 New 15 Added 48 Reduced 40 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
Mondelez International Inc. 609207105 11,331 SOLD $0.7M
T-Mobile US Inc 872590104 3,085 SOLD $0.6M
Colgate-Palmolive Co. 194162103 7,582 SOLD $0.6M
LyondellBasell Industries NV N53745100 7,987 SOLD $0.6M
Ecolab Inc. 278865100 2,316 SOLD $0.6M
General Dynamics Corporation 369550108 1,770 SOLD $0.6M
American Water Works Company, Inc. 030420103 4,369 SOLD $0.6M
Arch Capital Group Ltd. G0450A105 6,161 SOLD $0.6M
American Tower Corporation 03027X100 3,414 SOLD $0.6M
Extra Space Storage Inc. 30225T102 4,441 SOLD $0.6M
Zoetis Inc. 98978V103 4,890 SOLD $0.6M
Truist Financial Corp. 89832Q109 12,024 SOLD $0.6M
Walt Disney Company 254687106 5,634 SOLD $0.5M
Raymond James Financial Inc. 754730109 3,651 SOLD $0.5M
Omnicom Group Inc 681919106 7,006 SOLD $0.5M
Xylem, Inc. 98419M100 4,321 SOLD $0.5M
Elevance Health Inc. 036752103 1,756 SOLD $0.5M
Leidos Holdings Inc 525327102 3,224 SOLD $0.5M
Dollar Tree Inc 256746108 4,525 SOLD $0.5M
International Business Machines Corp. 459200101 2,043 SOLD $0.5M
Automatic Data Processing, Inc. 053015103 2,313 SOLD $0.5M
IQVIA Holdings Inc. 46266C105 2,674 SOLD $0.5M
Paypal Holdings Inc. 70450Y103 9,967 SOLD $0.5M
Cognizant Technology Solutions Corp. 192446102 7,092 SOLD $0.4M
Coinbase Global Inc 19260Q107 2,483 SOLD $0.4M
Invitation Homes Inc. 46187W107 17,048 SOLD $0.4M
Broadridge Financial Solutions Inc. 11133T103 2,556 SOLD $0.4M
Everest Group Ltd G3223R108 1,255 SOLD $0.4M
Servicenow Inc 81762P102 3,877 SOLD $0.4M
Humana Inc. 444859102 2,262 SOLD $0.4M
Ares Management Corporation 03990B101 3,494 SOLD $0.4M
McCormick & Company, Incorporated 579780206 7,413 SOLD $0.4M
Costar Group Inc 22160N109 9,033 SOLD $0.4M
Godaddy Inc 380237107 4,269 SOLD $0.4M
Fair Isaac Corporation 303250104 330 SOLD $0.4M
Workday Inc 98138H101 2,707 SOLD $0.4M
Bio-Techne Corp 09073M104 5,058 SOLD $0.3M
FactSet Research Systems Inc. 303075105 1,144 SOLD $0.2M
Match Group Inc 57667L107 7,779 SOLD $0.2M
MGM Resorts International 552953101 6,418 SOLD $0.2M