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Holdings (Monthly) Guide ↗

Naa Smid Cap Value Fund

· New Age Alpha Funds Trust
Monthly Holdings $304M AUM 61 positions Period Jun 2026 Filed Aug 19, 2026 EDGAR ↗ ← All Funds
All 235 New 1 Added 61 Reduced 61 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
Aptargroup Inc. 038336103 34,021 SOLD $4.3M
Ecolab Inc. 278865100 16,059 SOLD $4.3M
Vulcan Materials Company 929160109 14,745 SOLD $4.0M
Unum Group 91529Y106 54,000 SOLD $3.9M
Raymond James Financial Inc. 754730109 24,225 SOLD $3.5M
Rexford Industrial Realty Inc. 76169C100 102,170 SOLD $3.3M
Service Corporation International 817565104 37,699 SOLD $3.1M
American Financial Group, Inc. 025932104 23,311 SOLD $3.0M
Equity Lifestyle Properties Inc 29472R108 46,469 SOLD $2.9M
Biomarin Pharmaceutical Inc. 09061G101 49,991 SOLD $2.8M
KBR Inc 48242W106 75,011 SOLD $2.8M
Leidos Holdings Inc 525327102 17,473 SOLD $2.7M
American Homes 4 Rent 02665T306 97,276 SOLD $2.7M
Omnicom Group Inc 681919106 35,761 SOLD $2.7M
CubeSmart (Maryland) 229663109 71,850 SOLD $2.6M
Dollar Tree Inc 256746108 23,710 SOLD $2.6M
Unifirst Corp 904708104 10,134 SOLD $2.5M
Piper Sandler Companies 724078209 33,024 SOLD $2.5M
Broadridge Financial Solutions Inc. 11133T103 15,400 SOLD $2.5M
Champion Homes Inc. 830830105 32,579 SOLD $2.4M
Weatherford International Plc G48833118 25,097 SOLD $2.4M
Skywest Inc 830879102 25,490 SOLD $2.3M
Group 1 Automotive, Inc. 398905109 6,864 SOLD $2.3M
Eagle Materials Inc. 26969P108 11,827 SOLD $2.2M
ABM Industries Inc. 000957100 57,715 SOLD $2.2M
Houlihan Lokey Inc. 441593100 15,146 SOLD $2.2M
Moelis & Co. 60786M105 37,020 SOLD $2.1M
The Hanover Insurance Group, Inc. 410867105 11,461 SOLD $2.0M
Lululemon Athletica Inc. 550021109 12,688 SOLD $1.9M
Veeco Instruments Inc. 922417100 56,749 SOLD $1.9M
Walker & Dunlop Inc. 93148P102 40,072 SOLD $1.8M
Everest Group Ltd G3223R108 5,316 SOLD $1.7M
DexCom Inc 252131107 25,822 SOLD $1.6M
Hayward Holdings Inc 421298100 119,353 SOLD $1.6M
Penske Automotive Group, Inc. 70959W103 10,584 SOLD $1.6M
ACI Worldwide Inc 004498101 38,310 SOLD $1.6M
Mattel, Inc. 577081102 107,993 SOLD $1.6M
Euronet Worldwide, Inc. 298736109 21,939 SOLD $1.5M
Simply Good Foods Company 82900L102 100,869 SOLD $1.4M
GATX Corporation 361448103 8,446 SOLD $1.4M
Assurant Inc. 04621X108 6,296 SOLD $1.4M
Maximus Inc 577933104 20,456 SOLD $1.3M
Nexstar Media Group Inc 65336K103 7,161 SOLD $1.3M
Q2 Holdings Inc 74736L109 26,831 SOLD $1.3M
Morningstar Inc 617700109 7,139 SOLD $1.2M
WD-40 Co. 929236107 5,916 SOLD $1.2M
Alarm.com Holdings Inc. 011642105 24,215 SOLD $1.0M
Match Group Inc 57667L107 33,152 SOLD $1.0M
Getty Realty Corp 374297109 30,424 SOLD $1.0M
Green Brick Partners Inc. 392709101 14,945 SOLD $1.0M
Greif, Inc. 397624107 14,137 SOLD $0.9M
Exponent Inc 30214U102 13,434 SOLD $0.9M
Four Corners Property Trust Inc. 35086T109 33,813 SOLD $0.8M
BellRing Intermediate Holdings Inc. 07831C103 44,224 SOLD $0.7M
Mister Car Wash Inc 60646V105 101,702 SOLD $0.7M
American Assets Trust Inc. 024013104 36,240 SOLD $0.7M
DoubleVerify Holdings Inc 25862V105 61,917 SOLD $0.6M
Enact Holdings Inc 29249E109 14,055 SOLD $0.6M
Payoneer Global Inc. 70451X104 110,934 SOLD $0.5M
Goosehead Insurance Inc 38267D109 9,631 SOLD $0.4M
Trupanion Inc 898202106 13,443 SOLD $0.3M