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Holdings (Monthly) Guide ↗

Naa All Cap Value Series

· New Age Alpha Variable Funds Trust
Monthly Holdings $91M AUM 62 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 CVS HEALTH CORP 126650100 Mar 2026 6,966 -1,107 $721K +24.3% 0.80% EC
2 HOME DEPOT INC (THE) 437076102 Mar 2026 1,964 -535 $693K -15.7% 0.77% EC
3 DIGITAL REALTY TRUST INC 253868103 Mar 2026 3,802 -317 $683K -8.0% 0.76% EC
4 CADENCE DESIGN SYSTEMS INC 127387108 Mar 2026 1,760 -163 $661K +23.6% 0.73% EC
5 ELEVANCE HEALTH INC 036752103 Mar 2026 1,703 -95 $659K +25.1% 0.73% EC
6 ISHARES TRUST 464287408 Mar 2026 2,840 -74 $645K +4.8% 0.71% EC
7 ALTRIA GROUP INC 02209S103 Mar 2026 8,457 -2,155 $608K -13.1% 0.67% EC
8 ISHARES TRUST 464287598 Mar 2026 2,504 -438 $607K -3.4% 0.67% EC
9 VANGUARD INDEX FUNDS 922908611 Mar 2026 2,350 -105 $571K +7.1% 0.63% EC
10 COSTCO WHOLESALE CORP 22160K105 Mar 2026 583 -530 $545K -50.8% 0.60% EC
11 COLGATE-PALMOLIVE COMPANY 194162103 Mar 2026 5,815 -1,902 $533K -18.9% 0.59% EC
12 CARDINAL HEALTH INC 14149Y108 Mar 2026 2,203 -863 $523K -19.2% 0.58% EC
13 L3HARRIS TECHNOLOGIES INC 502431109 Mar 2026 1,689 -506 $491K -35.2% 0.54% EC
14 N/A N/A Mar 2026 449,627 -200,879 $450K -30.9% 0.50% STIV
15 NETAPP INC 64110D104 Mar 2026 2,815 -2,545 $436K -20.6% 0.48% EC
16 SLB LTD 806857108 Mar 2026 8,846 -7,096 $411K -49.8% 0.45% EC
17 BAKER HUGHES COMPANY 05722G100 Mar 2026 6,946 -6,530 $386K -53.1% 0.43% EC
18 GENERAL DYNAMICS CORP 369550108 Mar 2026 923 -878 $327K -47.1% 0.36% EC
19 CENTENE CORP 15135B101 Mar 2026 5,054 -9,742 $324K -33.0% 0.36% EC
20 COINBASE GLOBAL INC 19260Q107 Mar 2026 2,009 -513 $294K -33.3% 0.32% EC
21 AMERICAN TOWER CORP 03027X100 Mar 2026 1,600 -1,899 $262K -56.7% 0.29% EC
22 AKAMAI TECHNOLOGIES INC 00971T101 Mar 2026 2,211 -2,328 $261K -49.9% 0.29% EC
23 ARES MANAGEMENT CORP 03990B101 Mar 2026 2,204 -1,372 $245K -37.1% 0.27% EC
24 FAIR ISAAC CORP 303250104 Mar 2026 203 -133 $243K -32.4% 0.27% EC
25 F.N.B. CORP (PENNSYLVANIA) 302520101 Mar 2026 12,439 -2,840 $237K -7.1% 0.26% EC
26 AUTOMATIC DATA PROCESSING INC 053015103 Mar 2026 1,046 -1,323 $234K -51.3% 0.26% EC
27 IQVIA HOLDINGS INC 46266C105 Mar 2026 1,139 -1,590 $220K -52.7% 0.24% EC
28 HUMANA INC 444859102 Mar 2026 548 -1,764 $218K -45.7% 0.24% EC
29 MATSON INC 57686G105 Mar 2026 1,110 -593 $213K -23.6% 0.24% EC
30 CENCORA INC 03073E105 Mar 2026 752 -1,051 $213K -62.4% 0.24% EC
31 NUTANIX INC 67059N108 Mar 2026 3,854 -1,478 $196K -3.1% 0.22% EC
32 FORD MOTOR CO 345370860 Mar 2026 13,509 -32,307 $188K -64.5% 0.21% EC
33 NEXTPOWER INC 65290E101 Mar 2026 1,571 -784 $187K -34.1% 0.21% EC
34 NNN REIT INC 637417106 Mar 2026 3,779 -844 $176K -9.5% 0.19% EC
35 ALBERTSONS COMPANIES INC 013091103 Mar 2026 12,954 -4,070 $175K -39.6% 0.19% EC
36 STIFEL FINANCIAL CORP 860630102 Mar 2026 2,427 -645 $169K -25.4% 0.19% EC
37 FULTON FINANCIAL CORP 360271100 Mar 2026 6,662 -3,776 $161K -24.1% 0.18% EC
38 RXO INC 74982T103 Mar 2026 5,793 -8,323 $160K -22.6% 0.18% EC
39 MGM RESORTS INTERNATIONAL 552953101 Mar 2026 2,629 -3,952 $126K -48.4% 0.14% EC
40 SEI INVESTMENTS COMPANY 784117103 Mar 2026 1,357 -295 $119K -8.2% 0.13% EC
41 MAPLEBEAR INC 565394103 Mar 2026 2,507 -4,469 $119K -54.6% 0.13% EC
42 WEATHERFORD INTERNATIONAL PLC G48833118 Mar 2026 1,456 -445 $119K -34.0% 0.13% EC
43 PATTERSON-UTI ENERGY INC 703481101 Mar 2026 12,014 -20,206 $110K -68.4% 0.12% EC
44 PROVIDENT FINANCIAL SERVICES INC 74386T105 Mar 2026 4,537 -5,618 $107K -50.1% 0.12% EC
45 TEXTRON INC 883203101 Mar 2026 1,098 -4,362 $101K -78.9% 0.11% EC
46 WILLSCOT HOLDINGS CORP 971378104 Mar 2026 3,047 -5,277 $88K -39.1% 0.10% EC
47 PIPER SANDLER COMPANIES 724078209 Mar 2026 1,099 -1,391 $80K -58.3% 0.09% EC
48 MOELIS & COMPANY 60786M105 Mar 2026 1,126 -1,671 $74K -53.8% 0.08% EC
49 MORNINGSTAR INC 617700109 Mar 2026 438 -102 $68K -25.1% 0.08% EC
50 RESIDEO TECHNOLOGIES INC 76118Y104 Mar 2026 2,117 -3,035 $66K -62.1% 0.07% EC
51 PHOTRONICS INC 719405102 Mar 2026 2,010 -2,008 $65K -59.7% 0.07% EC
52 ACI WORLDWIDE INC 004498101 Mar 2026 1,278 -1,616 $64K -45.8% 0.07% EC
53 HAYWARD HOLDINGS INC 421298100 Mar 2026 3,679 -5,374 $64K -47.4% 0.07% EC
54 AVISTA CORP 05379B107 Mar 2026 1,477 -2,273 $60K -59.9% 0.07% EC
55 LYONDELLBASELL INDUSTRIES NV N53745100 Mar 2026 1,122 -7,004 $59K -91.0% 0.07% EC
56 CALLAWAY GOLF COMPANY 131193104 Mar 2026 3,065 -1,225 $58K -3.3% 0.06% EC
57 TERADATA CORP 88076W103 Mar 2026 1,431 -4,387 $50K -66.7% 0.05% EC
58 NETSCOUT SYSTEMS INC 64115T104 Mar 2026 1,127 -1,729 $49K -45.9% 0.05% EC
59 Q2 HOLDINGS INC 74736L109 Mar 2026 947 -1,083 $46K -52.6% 0.05% EC
60 CTS CORP 126501105 Mar 2026 694 -1,464 $45K -56.1% 0.05% EC
61 NOV INC 62955J103 Mar 2026 2,433 -14,103 $45K -85.5% 0.05% EC
62 PAYONEER GLOBAL INC 70451X104 Mar 2026 3,526 -4,855 $25K -38.0% 0.03% EC