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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
1 CARDINAL HEALTH INC 14149Y108 Mar 2026 20,932 -274 $5.0M +11.0% 1.64% EC
2 ALCOA CORP 013872106 Mar 2026 89,443 -450 $4.7M -21.8% 1.54% EC
3 FIRST HORIZON CORP 320517105 Mar 2026 175,514 -844 $4.5M +12.1% 1.48% EC
4 OGE ENERGY CORP 670837103 Mar 2026 83,654 -456 $4.1M +0.9% 1.34% EC
5 JONES LANG LASALLE INC 48020Q107 Mar 2026 12,562 -47 $3.9M +1.5% 1.28% EC
6 F.N.B. CORP (PENNSYLVANIA) 302520101 Mar 2026 200,472 -1,070 $3.8M +13.5% 1.26% EC
7 CHORD ENERGY CORP 674215207 Mar 2026 32,638 -2,184 $3.7M -24.7% 1.23% EC
8 NEXTPOWER INC 65290E101 Mar 2026 31,118 -157 $3.7M -1.7% 1.22% EC
9 MATSON INC 57686G105 Mar 2026 19,055 -3,414 $3.7M -0.6% 1.21% EC
10 PATTERSON-UTI ENERGY INC 703481101 Mar 2026 376,225 -49,074 $3.5M -25.0% 1.14% EC
11 RXO INC 74982T103 Mar 2026 125,124 -61,988 $3.5M +26.2% 1.14% EC
12 FULTON FINANCIAL CORP 360271100 Mar 2026 137,114 -689 $3.3M +18.3% 1.09% EC
13 NOV INC 62955J103 Mar 2026 178,571 -39,695 $3.3M -19.3% 1.09% EC
14 AUTOLIV INC 052800109 Mar 2026 28,268 -5,493 $3.3M -7.5% 1.08% EC
15 LEAR CORP 521865204 Mar 2026 22,759 -4,891 $3.1M -8.9% 1.01% EC
16 OSHKOSH CORP 688239201 Mar 2026 19,804 -82 $3.0M +3.8% 1.00% EC
17 PROVIDENT FINANCIAL SERVICES INC 74386T105 Mar 2026 124,544 -9,509 $2.9M +3.8% 0.97% EC
18 NOBLE CORP PLC G65431127 Mar 2026 77,031 -363 $2.9M -24.3% 0.95% EC
19 AMERIS BANCORP 03076K108 Mar 2026 31,165 -84 $2.8M +15.4% 0.93% EC
20 EVERGY INC 30034W106 Mar 2026 30,686 -156 $2.7M +5.0% 0.87% EC
21 CNO FINANCIAL GROUP INC 12621E103 Mar 2026 51,452 -202 $2.6M +23.7% 0.87% EC
22 STIFEL FINANCIAL CORP 860630102 Mar 2026 37,101 -3,428 $2.6M -13.6% 0.85% EC
23 OWENS CORNING 690742101 Mar 2026 14,674 -22,202 $2.3M -41.5% 0.77% EC
24 NNN REIT INC 637417106 Mar 2026 49,810 -11,198 $2.3M -9.6% 0.76% EC
25 FIRSTENERGY CORP 337932107 Mar 2026 45,852 -24,313 $2.2M -38.7% 0.72% EC
26 AVISTA CORP 05379B107 Mar 2026 49,363 -217 $2.0M +1.5% 0.67% EC
27 RESIDEO TECHNOLOGIES INC 76118Y104 Mar 2026 64,426 -3,851 $2.0M -12.9% 0.66% EC
28 YETI HOLDINGS INC 98585X104 Mar 2026 39,716 -141 $2.0M +35.0% 0.65% EC
29 CTS CORP 126501105 Mar 2026 28,488 -85 $1.9M +36.1% 0.61% EC
30 SEI INVESTMENTS COMPANY 784117103 Mar 2026 20,360 -1,454 $1.8M +4.3% 0.59% EC
31 PHOTRONICS INC 719405102 Mar 2026 53,119 -161 $1.7M -19.7% 0.57% EC
32 PINNACLE WEST CAPITAL CORP 723484101 Mar 2026 15,631 -63 $1.7M +5.8% 0.55% EC
33 CONOCOPHILLIPS 20825C104 Mar 2026 15,940 -28,378 $1.7M -71.7% 0.55% EC
34 VANGUARD INDEX FUNDS 922908611 Mar 2026 6,735 -975 $1.6M -2.3% 0.54% EC
35 NETSCOUT SYSTEMS INC 64115T104 Mar 2026 37,450 -115 $1.6M +36.6% 0.54% EC
36 APOLLO COMMERCIAL REAL ESTATE FINANCE INC 03762U105 Mar 2026 149,512 -681 $1.6M +0.7% 0.53% EC
37 H2O AMERICA 784305104 Mar 2026 25,832 -10,142 $1.6M -25.6% 0.52% EC
38 SONIC AUTOMOTIVE INC 83545G102 Mar 2026 17,257 -65 $1.5M +23.2% 0.48% EC
39 TERADATA CORP 88076W103 Mar 2026 38,000 -38,746 $1.3M -33.1% 0.43% EC
40 PROG HOLDINGS INC 74319R101 Mar 2026 27,233 -18,253 $1.3M -2.7% 0.42% EC
41 EPR PROPERTIES 26884U109 Mar 2026 21,632 -106 $1.3M +15.5% 0.41% EC
42 ARCOSA INC 039653100 Mar 2026 8,447 -12,060 $1.2M -43.6% 0.40% EC
43 UNITED RENTALS INC 911363109 Mar 2026 1,047 -2,697 $1.2M -56.5% 0.39% EC
44 AGREE REALTY CORP 008492100 Mar 2026 14,788 -16,650 $1.1M -52.7% 0.37% EC
45 BANK OZK 06417N103 Mar 2026 21,426 -38,105 $1.1M -59.1% 0.37% EC
46 SELECTIVE INSURANCE GROUP INC 816300107 Mar 2026 11,419 -21,266 $1.1M -55.0% 0.37% EC
47 CALLAWAY GOLF COMPANY 131193104 Mar 2026 56,468 -304 $1.1M +34.6% 0.35% EC
48 SPROUTS FARMERS MARKET INC 85208M102 Mar 2026 11,090 -23,931 $938K -65.3% 0.31% EC
49 NUTANIX INC 67059N108 Mar 2026 16,159 -54,328 $823K -69.3% 0.27% EC
50 DARDEN RESTAURANTS INC 237194105 Mar 2026 3,871 -10,707 $797K -72.1% 0.26% EC
51 ALBERTSONS COMPANIES INC 013091103 Mar 2026 55,396 -169,501 $750K -80.4% 0.25% EC
52 INNOVEX INTERNATIONAL INC 457651107 Mar 2026 27,439 -97 $680K +1.3% 0.22% EC
53 CARTER'S INC 146229109 Mar 2026 13,543 -28,182 $557K -62.6% 0.18% EC
54 WILLSCOT HOLDINGS CORP 971378104 Mar 2026 16,617 -93,429 $480K -74.9% 0.16% EC
55 QUANEX BUILDING PRODUCTS CORP 747619104 Mar 2026 22,933 -22,457 $427K -47.6% 0.14% EC
56 OFG BANCORP 67103X102 Mar 2026 8,468 -18,738 $416K -62.3% 0.14% EC
57 MGM RESORTS INTERNATIONAL 552953101 Mar 2026 7,628 -34,395 $365K -76.6% 0.12% EC
58 REINSURANCE GROUP OF AMERICA INC 759351604 Mar 2026 1,502 -19,196 $319K -92.4% 0.11% EC
59 ADAPTHEALTH CORP 00653Q102 Mar 2026 27,168 -85,524 $283K -78.9% 0.09% EC
60 ISHARES TRUST 464287473 Mar 2026 1,667 -12,556 $274K -86.8% 0.09% EC
61 MAPLEBEAR INC 565394103 Mar 2026 3,521 -88,739 $167K -95.2% 0.05% EC