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Holdings (Monthly) Guide ↗

Naa Large Cap Value Fund

· New Age Alpha Funds Trust
Monthly Holdings $72M AUM 61 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
1 TEXAS INSTRUMENTS INC 882508104 Jun 2026 3,431 NEW $1.0M 1.43% EC
2 VERIZON COMMUNICATIONS INC 92343V104 Jun 2026 21,277 NEW $901K 1.26% EC
3 J.B. HUNT TRANSPORT SERVICES INC 445658107 Jun 2026 2,759 NEW $799K 1.12% EC
4 STEEL DYNAMICS INC 858119100 Jun 2026 3,444 NEW $790K 1.10% EC
5 COMCAST CORP 20030N101 Jun 2026 31,729 NEW $779K 1.09% EC
6 OCCIDENTAL PETROLEUM CORP 674599105 Jun 2026 13,908 NEW $676K 0.94% EC
7 FORTINET INC 34959E109 Jun 2026 4,226 NEW $649K 0.91% EC
8 SALESFORCE INC 79466L302 Jun 2026 3,981 NEW $624K 0.87% EC
9 VISA INC 92826C839 Jun 2026 1,799 NEW $617K 0.86% EC
10 ABBVIE INC 00287Y109 Jun 2026 2,393 NEW $602K 0.84% EC
11 ONEOK INC 682680103 Jun 2026 6,896 NEW $600K 0.84% EC
12 PALO ALTO NETWORKS INC 697435105 Jun 2026 1,639 NEW $559K 0.78% EC
13 ON SEMICONDUCTOR CORP 682189105 Jun 2026 5,630 NEW $532K 0.74% EC
14 OLD DOMINION FREIGHT LINE INC 679580100 Jun 2026 2,438 NEW $528K 0.74% EC
15 NORTHROP GRUMMAN CORP 666807102 Jun 2026 1,035 NEW $527K 0.74% EC
16 ACCENTURE PLC G1151C101 Jun 2026 4,221 NEW $525K 0.73% EC
17 ADOBE INC 00724F101 Jun 2026 2,519 NEW $516K 0.72% EC
18 INVESCO LTD G491BT108 Jun 2026 19,098 NEW $504K 0.70% EC
19 CORNING INC 219350105 Jun 2026 1,939 NEW $495K 0.69% EC
20 SEAGATE TECHNOLOGY HOLDINGS PLC G7997R103 Jun 2026 384 NEW $371K 0.52% EC
21 ALLIANT ENERGY CORP 018802108 Jun 2026 4,352 NEW $332K 0.46% EC
22 HONEYWELL INTERNATIONAL INC 438516205 Jun 2026 1,476 NEW $331K 0.46% EC
23 HONEYWELL AEROSPACE INC 43849R105 Jun 2026 1,476 NEW $326K 0.46% EC
24 TE CONNECTIVITY PLC G87052109 Jun 2026 1,599 NEW $322K 0.45% EC
25 PARKER-HANNIFIN CORP 701094104 Jun 2026 329 NEW $322K 0.45% EC
26 EATON CORP PLC G29183103 Jun 2026 746 NEW $318K 0.44% EC
27 BUILDERS FIRSTSOURCE INC 12008R107 Jun 2026 3,414 NEW $305K 0.43% EC
28 LOCKHEED MARTIN CORP 539830109 Jun 2026 585 NEW $298K 0.42% EC
29 FASTENAL COMPANY 311900104 Jun 2026 6,088 NEW $292K 0.41% EC
30 FEDEX CORP 31428X106 Jun 2026 911 NEW $285K 0.40% EC
31 THERMO FISHER SCIENTIFIC INC 883556102 Jun 2026 561 NEW $281K 0.39% EC
32 CHARLES SCHWAB CORP (THE) 808513105 Jun 2026 2,998 NEW $277K 0.39% EC
33 ORACLE CORP 68389X105 Jun 2026 1,821 NEW $267K 0.37% EC
34 FORTIVE CORP 34959J108 Jun 2026 4,246 NEW $259K 0.36% EC
35 TERADYNE INC 880770102 Jun 2026 504 NEW $244K 0.34% EC
36 WILLIAMS COMPANIES INC (THE) 969457100 Jun 2026 3,261 NEW $242K 0.34% EC
37 DANAHER CORP 235851102 Jun 2026 1,253 NEW $239K 0.33% EC
38 MARSH & MCLENNAN COMPANIES INC 571748102 Jun 2026 1,412 NEW $235K 0.33% EC
39 AMERICAN ELECTRIC POWER COMPANY INC 025537101 Jun 2026 1,671 NEW $229K 0.32% EC
40 IDEX CORP 45167R104 Jun 2026 962 NEW $218K 0.31% EC
41 BRISTOL-MYERS SQUIBB COMPANY 110122108 Jun 2026 3,694 NEW $213K 0.30% EC
42 ABBOTT LABORATORIES 002824100 Jun 2026 2,197 NEW $199K 0.28% EC
43 INTUIT INC 461202103 Jun 2026 694 NEW $181K 0.25% EC
44 AON PLC G0403H108 Jun 2026 542 NEW $180K 0.25% EC
45 BOEING COMPANY (THE) 097023105 Jun 2026 776 NEW $168K 0.23% EC
46 UNITED PARCEL SERVICE INC 911312106 Jun 2026 1,551 NEW $167K 0.23% EC
47 CUMMINS INC 231021106 Jun 2026 230 NEW $164K 0.23% EC
48 A.O. SMITH CORP 831865209 Jun 2026 1,901 NEW $119K 0.17% EC
49 CDW CORP 12514G108 Jun 2026 826 NEW $116K 0.16% EC
50 QNITY ELECTRONICS INC 74743L100 Jun 2026 699 NEW $114K 0.16% EC
51 MARATHON PETROLEUM CORP 56585A102 Jun 2026 440 NEW $112K 0.16% EC
52 VENTAS INC 92276F100 Jun 2026 1,186 NEW $105K 0.15% EC
53 STANLEY BLACK & DECKER INC 854502101 Jun 2026 1,087 NEW $102K 0.14% EC
54 AUTODESK INC 052769106 Jun 2026 474 NEW $92K 0.13% EC
55 KINDER MORGAN INC 49456B101 Jun 2026 2,828 NEW $90K 0.13% EC
56 NORTHERN TRUST CORP 665859104 Jun 2026 517 NEW $90K 0.13% EC
57 KKR & CO. INC 48251W104 Jun 2026 973 NEW $89K 0.12% EC
58 BANK OF NEW YORK MELLON CORP (THE) 064058100 Jun 2026 601 NEW $87K 0.12% EC
59 PHILLIPS 66 718546104 Jun 2026 505 NEW $85K 0.12% EC
60 PROLOGIS INC 74340W103 Jun 2026 574 NEW $78K 0.11% EC
61 FEDEX FREIGHT HOLDING COMPANY INC 314352105 Jun 2026 455 NEW $69K 0.10% EC