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Holdings (Monthly) Guide ↗

Naa All Cap Value Series

· New Age Alpha Variable Funds Trust
Monthly Holdings $91M AUM 72 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
1 TEXAS INSTRUMENTS INC 882508104 Jun 2026 3,642 NEW $1.1M 1.20% EC
2 VERIZON COMMUNICATIONS INC 92343V104 Jun 2026 23,136 NEW $980K 1.08% EC
3 UNITED AIRLINES HOLDINGS INC 910047109 Jun 2026 6,362 NEW $865K 0.96% EC
4 COMCAST CORP 20030N101 Jun 2026 30,496 NEW $749K 0.83% EC
5 WILLIAMS COMPANIES INC (THE) 969457100 Jun 2026 9,680 NEW $720K 0.80% EC
6 OCCIDENTAL PETROLEUM CORP 674599105 Jun 2026 14,103 NEW $685K 0.76% EC
7 FEDEX CORP 31428X106 Jun 2026 2,126 NEW $666K 0.74% EC
8 NUCOR CORP 670346105 Jun 2026 2,901 NEW $646K 0.71% EC
9 STEEL DYNAMICS INC 858119100 Jun 2026 2,752 NEW $631K 0.70% EC
10 PALO ALTO NETWORKS INC 697435105 Jun 2026 1,716 NEW $585K 0.65% EC
11 PARKER-HANNIFIN CORP 701094104 Jun 2026 581 NEW $568K 0.63% EC
12 MARATHON PETROLEUM CORP 56585A102 Jun 2026 2,199 NEW $562K 0.62% EC
13 HONEYWELL INTERNATIONAL INC 438516205 Jun 2026 2,451 NEW $549K 0.61% EC
14 HONEYWELL AEROSPACE INC 43849R105 Jun 2026 2,451 NEW $542K 0.60% EC
15 SALESFORCE INC 79466L302 Jun 2026 3,298 NEW $517K 0.57% EC
16 KINDER MORGAN INC 49456B101 Jun 2026 15,274 NEW $488K 0.54% EC
17 FORTINET INC 34959E109 Jun 2026 3,082 NEW $473K 0.52% EC
18 ON SEMICONDUCTOR CORP 682189105 Jun 2026 4,524 NEW $428K 0.47% EC
19 ABBVIE INC 00287Y109 Jun 2026 1,601 NEW $403K 0.45% EC
20 NXP SEMICONDUCTORS NV N6596X109 Jun 2026 1,415 NEW $398K 0.44% EC
21 ADOBE INC 00724F101 Jun 2026 1,887 NEW $387K 0.43% EC
22 ORACLE CORP 68389X105 Jun 2026 2,617 NEW $384K 0.42% EC
23 CORNING INC 219350105 Jun 2026 1,487 NEW $380K 0.42% EC
24 SEAGATE TECHNOLOGY HOLDINGS PLC G7997R103 Jun 2026 393 NEW $379K 0.42% EC
25 AMERICAN ELECTRIC POWER COMPANY INC 025537101 Jun 2026 2,711 NEW $371K 0.41% EC
26 PHILLIPS 66 718546104 Jun 2026 2,163 NEW $366K 0.40% EC
27 CARRIER GLOBAL CORP 14448C104 Jun 2026 4,885 NEW $358K 0.40% EC
28 ACCENTURE PLC G1151C101 Jun 2026 2,683 NEW $334K 0.37% EC
29 ONEOK INC 682680103 Jun 2026 3,779 NEW $329K 0.36% EC
30 VISA INC 92826C839 Jun 2026 877 NEW $301K 0.33% EC
31 AMERICAN AIRLINES GROUP INC 02376R102 Jun 2026 16,005 NEW $289K 0.32% EC
32 ENTERGY CORP 29364G103 Jun 2026 2,507 NEW $288K 0.32% EC
33 CHARLES SCHWAB CORP (THE) 808513105 Jun 2026 3,076 NEW $284K 0.31% EC
34 BOEING COMPANY (THE) 097023105 Jun 2026 1,251 NEW $271K 0.30% EC
35 NORTHROP GRUMMAN CORP 666807102 Jun 2026 527 NEW $268K 0.30% EC
36 EXPEDITORS INTERNATIONAL OF WASHINGTON INC 302130109 Jun 2026 1,448 NEW $236K 0.26% EC
37 INTUIT INC 461202103 Jun 2026 903 NEW $236K 0.26% EC
38 MODERNA INC 60770K107 Jun 2026 3,224 NEW $226K 0.25% EC
39 KULICKE AND SOFFA INDUSTRIES INC 501242101 Jun 2026 1,606 NEW $215K 0.24% EC
40 SYNOPSYS INC 871607107 Jun 2026 473 NEW $211K 0.23% EC
41 EATON CORP PLC G29183103 Jun 2026 463 NEW $197K 0.22% EC
42 GXO LOGISTICS INC 36262G101 Jun 2026 3,748 NEW $190K 0.21% EC
43 HEWLETT PACKARD ENTERPRISE COMPANY 42824C109 Jun 2026 4,073 NEW $184K 0.20% EC
44 BLOCK INC 852234103 Jun 2026 2,299 NEW $175K 0.19% EC
45 ATMOS ENERGY CORP 049560105 Jun 2026 985 NEW $170K 0.19% EC
46 AMKOR TECHNOLOGY INC 031652100 Jun 2026 1,867 NEW $161K 0.18% EC
47 CLEVELAND-CLIFFS INC 185899101 Jun 2026 17,033 NEW $160K 0.18% EC
48 KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC 499049104 Jun 2026 1,991 NEW $155K 0.17% EC
49 ULTRA CLEAN HOLDINGS INC 90385V107 Jun 2026 1,037 NEW $148K 0.16% EC
50 FASTENAL COMPANY 311900104 Jun 2026 2,842 NEW $137K 0.15% EC
51 DT MIDSTREAM INC 23345M107 Jun 2026 903 NEW $133K 0.15% EC
52 LUMEN TECHNOLOGIES INC 550241103 Jun 2026 16,896 NEW $130K 0.14% EC
53 KIRBY CORP 497266106 Jun 2026 941 NEW $128K 0.14% EC
54 TELEPHONE & DATA SYSTEMS INC 879433829 Jun 2026 3,133 NEW $116K 0.13% EC
55 FORTIVE CORP 34959J108 Jun 2026 1,603 NEW $98K 0.11% EC
56 MP MATERIALS CORP 553368101 Jun 2026 1,665 NEW $93K 0.10% EC
57 TERADYNE INC 880770102 Jun 2026 192 NEW $93K 0.10% EC
58 ICHOR HOLDINGS LTD G4740B105 Jun 2026 827 NEW $93K 0.10% EC
59 CUMMINS INC 231021106 Jun 2026 127 NEW $91K 0.10% EC
60 ALLIANT ENERGY CORP 018802108 Jun 2026 1,158 NEW $88K 0.10% EC
61 ALLEGIANT TRAVEL COMPANY 01748X102 Jun 2026 721 NEW $85K 0.09% EC
62 WARRIOR MET COAL INC 93627C101 Jun 2026 936 NEW $76K 0.08% EC
63 IRIDIUM COMMUNICATIONS INC 46269C102 Jun 2026 1,279 NEW $70K 0.08% EC
64 SUPER MICRO COMPUTER INC 86800U302 Jun 2026 2,223 NEW $65K 0.07% EC
65 SCHNEIDER NATIONAL INC 80689H102 Jun 2026 1,615 NEW $59K 0.07% EC
66 PENGUIN SOLUTIONS INC (US) 706915105 Jun 2026 654 NEW $50K 0.05% EC
67 CLEANSPARK INC 18452B209 Jun 2026 3,254 NEW $47K 0.05% EC
68 MARTEN TRANSPORT LTD 573075108 Jun 2026 2,642 NEW $46K 0.05% EC
69 SEMTECH CORP 816850101 Jun 2026 277 NEW $45K 0.05% EC
70 SOLAREDGE TECHNOLOGIES INC 83417M104 Jun 2026 767 NEW $45K 0.05% EC
71 AVIS BUDGET GROUP INC 053774105 Jun 2026 268 NEW $40K 0.04% EC
72 CENTURY ALUMINUM COMPANY 156431108 Jun 2026 672 NEW $31K 0.03% EC