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Holdings (Monthly) Guide ↗

Naa Large Cap Value Fund

· New Age Alpha Funds Trust
Monthly Holdings $72M AUM 48 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 AMAZON.COM INC 023135106 Mar 2026 11,238 -4 $2.7M +14.4% 3.75% EC
2 INTEL CORP 458140100 Mar 2026 17,249 -15 $2.4M +216.1% 3.37% EC
3 WALMART INC 931142103 Mar 2026 10,779 -36 $1.2M -9.2% 1.71% EC
4 COSTCO WHOLESALE CORP 22160K105 Mar 2026 1,090 -2 $1.0M -6.3% 1.43% EC
5 CISCO SYSTEMS INC 17275R102 Mar 2026 8,156 -12 $958K +51.2% 1.34% EC
6 BANK OF AMERICA CORP 060505104 Mar 2026 16,514 -52 $941K +16.5% 1.32% EC
7 CVS HEALTH CORP 126650100 Mar 2026 7,898 -11 $817K +43.8% 1.14% EC
8 DEERE & COMPANY 244199105 Mar 2026 1,285 -2 $815K +12.4% 1.14% EC
9 MERCK & COMPANY INC 58933Y105 Mar 2026 6,303 -13 $810K +6.6% 1.13% EC
10 GE AEROSPACE 369604301 Mar 2026 2,059 -71 $770K +27.3% 1.08% EC
11 JOHNSON & JOHNSON 478160104 Mar 2026 2,969 -11 $754K +3.5% 1.05% EC
12 ALTRIA GROUP INC 02209S103 Mar 2026 10,383 -24 $747K +8.8% 1.04% EC
13 STARBUCKS CORP 855244109 Mar 2026 7,195 -6 $735K +14.0% 1.03% EC
14 JOHNSON CONTROLS INTERNATIONAL PLC G51502105 Mar 2026 5,010 -8 $732K +11.4% 1.02% EC
15 BAKER HUGHES COMPANY 05722G100 Mar 2026 13,170 -53 $731K -9.5% 1.02% EC
16 MORGAN STANLEY 617446448 Mar 2026 3,496 -10 $731K +26.7% 1.02% EC
17 SLB LTD 806857108 Mar 2026 15,602 -31 $725K -9.7% 1.01% EC
18 COCA-COLA COMPANY (THE) 191216100 Mar 2026 8,780 -25 $714K +6.6% 1.00% EC
19 GOLDMAN SACHS GROUP INC (THE) 38141G104 Mar 2026 703 -1 $711K +19.4% 0.99% EC
20 DELTA AIR LINES INC 247361702 Mar 2026 7,514 -1,049 $704K +23.6% 0.98% EC
21 US BANCORP 902973304 Mar 2026 11,347 -25 $685K +15.9% 0.96% EC
22 TRAVELERS COMPANIES INC (THE) 89417E109 Mar 2026 2,071 -3 $684K +13.0% 0.96% EC
23 CONOCOPHILLIPS 20825C104 Mar 2026 6,499 -14 $676K -21.4% 0.94% EC
24 AMEREN CORP 023608102 Mar 2026 5,944 -17 $672K +2.5% 0.94% EC
25 CHUBB LTD (SWITZERLAND) H1467J104 Mar 2026 1,970 -2 $671K +4.4% 0.94% EC
26 AMGEN INC 031162100 Mar 2026 1,840 -6 $666K +2.6% 0.93% EC
27 DUKE ENERGY CORP 26441C204 Mar 2026 5,210 -17 $659K -3.6% 0.92% EC
28 JP MORGAN CHASE & COMPANY 46625H100 Mar 2026 1,987 -9 $650K +10.8% 0.91% EC
29 GILEAD SCIENCES INC 375558103 Mar 2026 4,997 -13 $631K -9.6% 0.88% EC
30 EVERGY INC 30034W106 Mar 2026 7,278 -25 $629K +5.1% 0.88% EC
31 EXELON CORP 30161N101 Mar 2026 13,458 -21 $627K -5.0% 0.88% EC
32 L3HARRIS TECHNOLOGIES INC 502431109 Mar 2026 2,147 -7 $624K -16.1% 0.87% EC
33 PPL CORP 69351T106 Mar 2026 16,998 -65 $618K -5.2% 0.86% EC
34 CADENCE DESIGN SYSTEMS INC 127387108 Mar 2026 1,618 -277 $607K +15.3% 0.85% EC
35 TJX COMPANIES INC (THE) 872540109 Mar 2026 3,913 -6 $593K -5.3% 0.83% EC
36 WELLS FARGO & COMPANY 949746101 Mar 2026 6,766 -23 $559K +3.5% 0.78% EC
37 TEXTRON INC 883203101 Mar 2026 5,353 -13 $491K +4.5% 0.69% EC
38 TESLA INC 88160R101 Mar 2026 874 -1,749 $368K -62.3% 0.51% EC
39 FORD MOTOR CO 345370860 Mar 2026 25,855 -19,119 $359K -30.8% 0.50% EC
40 CENTENE CORP 15135B101 Mar 2026 5,423 -9,065 $348K -26.6% 0.49% EC
41 NETAPP INC 64110D104 Mar 2026 1,956 -3,289 $303K -43.6% 0.42% EC
42 FIRSTENERGY CORP 337932107 Mar 2026 5,994 -7,095 $285K -57.0% 0.40% EC
43 DIGITAL REALTY TRUST INC 253868103 Mar 2026 1,550 -2,490 $278K -61.8% 0.39% EC
44 DEXCOM INC 252131107 Mar 2026 3,412 -2,688 $230K -40.0% 0.32% EC
45 CENCORA INC 03073E105 Mar 2026 781 -991 $221K -60.3% 0.31% EC
46 UNITEDHEALTH GROUP INC 91324P102 Mar 2026 437 -1,784 $182K -69.8% 0.25% EC
47 PROCTER & GAMBLE COMPANY (THE) 742718109 Mar 2026 752 -5,010 $110K -86.8% 0.15% EC
48 HOME DEPOT INC (THE) 437076102 Mar 2026 126 -2,325 $44K -94.5% 0.06% EC