BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

Naa All Cap Value Series

· New Age Alpha Variable Funds Trust
Monthly Holdings $91M AUM 80 positions Period Jun 2026 Filed Aug 19, 2026 EDGAR ↗ ← All Funds
All 72 New 62 Added 62 Reduced 80 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
Mondelez International Inc. 609207105 11,540 SOLD $0.7M
T-Mobile US Inc 872590104 3,149 SOLD $0.7M
Ecolab Inc. 278865100 2,357 SOLD $0.6M
American Water Works Company, Inc. 030420103 4,448 SOLD $0.6M
Arch Capital Group Ltd. G0450A105 6,286 SOLD $0.6M
Extra Space Storage Inc. 30225T102 4,543 SOLD $0.6M
Zoetis Inc. 98978V103 4,978 SOLD $0.6M
Walt Disney Company 254687106 5,750 SOLD $0.6M
Omnicom Group Inc 681919106 7,177 SOLD $0.5M
Leidos Holdings Inc 525327102 3,278 SOLD $0.5M
Dollar Tree Inc 256746108 4,603 SOLD $0.5M
Broadridge Financial Solutions Inc. 11133T103 2,607 SOLD $0.4M
Everest Group Ltd G3223R108 1,283 SOLD $0.4M
McCormick & Company, Incorporated 579780206 7,565 SOLD $0.4M
Chord Energy Corp. 674215207 2,657 SOLD $0.4M
Aptargroup Inc. 038336103 2,579 SOLD $0.3M
Reinsurance Group of America, Incorporated 759351604 1,569 SOLD $0.3M
First Horizon Corporation 320517105 13,369 SOLD $0.3M
Jones Lang LaSalle Incorporated 48020Q107 956 SOLD $0.3M
Noble Corporation PLC G65431127 5,867 SOLD $0.3M
Bio-Techne Corp 09073M104 5,192 SOLD $0.3M
Autoliv Inc. 052800109 2,555 SOLD $0.3M
Lear Corporation 521865204 2,092 SOLD $0.3M
Match Group Inc 57667L107 7,971 SOLD $0.2M
Service Corporation International 817565104 2,861 SOLD $0.2M
American Financial Group, Inc. 025932104 1,764 SOLD $0.2M
Oshkosh Corporation 688239201 1,500 SOLD $0.2M
Equity Lifestyle Properties Inc 29472R108 3,519 SOLD $0.2M
Biomarin Pharmaceutical Inc. 09061G101 3,786 SOLD $0.2M
KBR Inc 48242W106 5,699 SOLD $0.2M
Bank OZK 06417N103 4,515 SOLD $0.2M
American Homes 4 Rent 02665T306 7,371 SOLD $0.2M
Sprouts Farmers Markets Inc 85208M102 2,660 SOLD $0.2M
CubeSmart (Maryland) 229663109 5,443 SOLD $0.2M
Unifirst Corp 904708104 767 SOLD $0.2M
Selective Insurance Group Inc. 816300107 2,476 SOLD $0.2M
Ameris Bancorp 03076K108 2,374 SOLD $0.2M
Champion Homes Inc. 830830105 2,460 SOLD $0.2M
Skywest Inc 830879102 1,933 SOLD $0.2M
Group 1 Automotive, Inc. 398905109 518 SOLD $0.2M
Eagle Materials Inc. 26969P108 895 SOLD $0.2M
ABM Industries Inc. 000957100 4,384 SOLD $0.2M
Arcosa Inc 039653100 1,556 SOLD $0.2M
Houlihan Lokey Inc. 441593100 1,145 SOLD $0.2M
CNO Financial Group, Inc. 12621E103 3,905 SOLD $0.2M
H2O America 784305104 2,719 SOLD $0.2M
The Hanover Insurance Group, Inc. 410867105 871 SOLD $0.2M
Veeco Instruments Inc. 922417100 4,282 SOLD $0.1M
Walker & Dunlop Inc. 93148P102 3,021 SOLD $0.1M
Apollo Commercial Real Estate Finance, Inc. 03762U105 11,388 SOLD $0.1M
Penske Automotive Group, Inc. 70959W103 802 SOLD $0.1M
Mattel, Inc. 577081102 8,184 SOLD $0.1M
Carters Inc. 146229109 3,165 SOLD $0.1M
Euronet Worldwide, Inc. 298736109 1,664 SOLD $0.1M
Yeti Holdings Inc 98585X104 3,009 SOLD $0.1M
Simply Good Foods Company 82900L102 7,648 SOLD $0.1M
GATX Corporation 361448103 640 SOLD $0.1M
AdaptHealth Corporation 00653Q102 8,524 SOLD $0.1M
PROG Holdings Inc. 74319R101 3,440 SOLD $0.1M
Maximus Inc 577933104 1,536 SOLD $0.1M
Nexstar Media Group Inc 65336K103 543 SOLD $0.1M
Sonic Automotive, Inc. 83545G102 1,313 SOLD $0.1M
WD-40 Co. 929236107 441 SOLD $0.1M
OFG Bancorp 67103X102 2,063 SOLD $0.1M
EPR Properties 26884U109 1,643 SOLD $0.1M
Alarm.com Holdings Inc. 011642105 1,842 SOLD $0.1M
Getty Realty Corp 374297109 2,306 SOLD $0.1M
Green Brick Partners Inc. 392709101 1,125 SOLD $0.1M
Greif, Inc. 397624107 1,070 SOLD $0.1M
Exponent Inc 30214U102 1,020 SOLD $0.1M
Quanex Building Products Corp. 747619104 3,437 SOLD $0.1M
Four Corners Property Trust Inc. 35086T109 2,566 SOLD $0.1M
BellRing Intermediate Holdings Inc. 07831C103 3,348 SOLD $0.1M
Mister Car Wash Inc 60646V105 7,715 SOLD $0.1M
Innovex International Inc. 457651107 2,092 SOLD $0.1M
American Assets Trust Inc. 024013104 2,742 SOLD $0.1M
DoubleVerify Holdings Inc 25862V105 4,688 SOLD $0.0M
Enact Holdings Inc 29249E109 1,068 SOLD $0.0M
Goosehead Insurance Inc 38267D109 728 SOLD $0.0M
Trupanion Inc 898202106 1,012 SOLD $0.0M