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Holdings (Monthly) Guide ↗

Naa Large Cap Value Series

· New Age Alpha Variable Funds Trust
Monthly Holdings $187M AUM 103 positions Period Mar 2026 Filed May 21, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Apple Inc. 037833100 Mar 2026 50,949 $12.9M 6.93% EC
2 Amazon.com, Inc. 023135106 Mar 2026 31,540 $6.6M 3.52% EC
3 Exxon Mobil Corp. 30231G102 Mar 2026 29,097 $4.9M 2.64% EC
4 Walmart Inc 931142103 Mar 2026 30,219 $3.8M 2.01% EC
5 Costco Wholesale Corporation 22160K105 Mar 2026 3,054 $3.0M 1.63% EC
6 Tesla Inc 88160R101 Mar 2026 7,353 $2.7M 1.46% EC
7 Chevron Corp. 166764100 Mar 2026 11,777 $2.4M 1.31% EC
8 ConocoPhillips 20825C104 Mar 2026 18,240 $2.4M 1.29% EC
9 The Procter & Gamble Co. 742718109 Mar 2026 16,118 $2.3M 1.25% EC
10 Bank of America Corp. 060505104 Mar 2026 46,349 $2.3M 1.21% EC
11 Home Depot Inc. 437076102 Mar 2026 6,869 $2.3M 1.21% EC
12 Baker Hughes Company 05722G100 Mar 2026 36,972 $2.3M 1.21% EC
13 SLB Ltd. 806857108 Mar 2026 43,792 $2.3M 1.21% EC
14 Intel Corporation 458140100 Mar 2026 48,443 $2.1M 1.15% EC
15 Merck & Co., Inc 58933Y105 Mar 2026 17,683 $2.1M 1.14% EC
16 Freeport-McMoRan Inc. 35671D857 Mar 2026 35,472 $2.1M 1.12% EC
17 L3 Harris Technologies Inc 502431109 Mar 2026 6,027 $2.1M 1.11% EC
18 AT&T Inc 00206R102 Mar 2026 71,653 $2.1M 1.11% EC
19 Digital Realty Trust Inc. 253868103 Mar 2026 11,326 $2.0M 1.09% EC
20 Johnson & Johnson 478160104 Mar 2026 8,329 $2.0M 1.09% EC
21 Deere & Company 244199105 Mar 2026 3,603 $2.0M 1.09% EC
22 Gilead Sciences Inc. 375558103 Mar 2026 14,021 $2.0M 1.05% EC
23 Altria Group, Inc. 02209S103 Mar 2026 29,135 $1.9M 1.03% EC
24 Duke Energy Corp 26441C204 Mar 2026 14,629 $1.9M 1.03% EC
25 Coca-Cola Co (The) 191216100 Mar 2026 24,636 $1.9M 1.00% EC
26 FirstEnergy Corp. 337932107 Mar 2026 36,610 $1.9M 0.99% EC
27 Exelon Corp. 30161N101 Mar 2026 37,771 $1.9M 0.99% EC
28 Johnson Controls International PLC G51502105 Mar 2026 14,056 $1.8M 0.99% EC
29 Ameren Corp. 023608102 Mar 2026 16,683 $1.8M 0.98% EC
30 Mondelez International Inc. 609207105 Mar 2026 31,683 $1.8M 0.98% EC
31 PPL Corporation 69351T106 Mar 2026 47,715 $1.8M 0.98% EC
32 Amgen Inc. 031162100 Mar 2026 5,161 $1.8M 0.97% EC
33 T-Mobile US Inc 872590104 Mar 2026 8,636 $1.8M 0.97% EC
34 Starbucks Corp. 855244109 Mar 2026 20,184 $1.8M 0.97% EC
35 Colgate-Palmolive Co. 194162103 Mar 2026 21,208 $1.8M 0.97% EC
36 Chubb Ltd. Switzerland H1467J104 Mar 2026 5,529 $1.8M 0.97% EC
37 LyondellBasell Industries NV N53745100 Mar 2026 22,327 $1.8M 0.96% EC
38 Cardinal Health, Inc. 14149Y108 Mar 2026 8,428 $1.8M 0.95% EC
39 Citigroup Inc. 172967424 Mar 2026 15,696 $1.8M 0.95% EC
40 Cisco Systems, Inc. 17275R102 Mar 2026 22,887 $1.8M 0.95% EC
41 The TJX Companies Inc. 872540109 Mar 2026 10,977 $1.8M 0.94% EC
42 Ecolab Inc. 278865100 Mar 2026 6,467 $1.7M 0.92% EC
43 General Dynamics Corporation 369550108 Mar 2026 4,953 $1.7M 0.91% EC
44 Travelers Companies, Inc. 89417E109 Mar 2026 5,813 $1.7M 0.91% EC
45 UnitedHealth Group Inc. 91324P102 Mar 2026 6,261 $1.7M 0.91% EC
46 GE Aerospace 369604301 Mar 2026 5,954 $1.7M 0.91% EC
47 Evergy Inc 30034W106 Mar 2026 20,428 $1.7M 0.90% EC
48 Goldman Sachs Group, Inc. 38141G104 Mar 2026 1,970 $1.7M 0.89% EC
49 American Water Works Company, Inc. 030420103 Mar 2026 12,228 $1.7M 0.89% EC
50 American Tower Corporation 03027X100 Mar 2026 9,611 $1.7M 0.89% EC
51 Arch Capital Group Ltd. G0450A105 Mar 2026 17,263 $1.7M 0.89% EC
52 U.S. Bancorp. 902973304 Mar 2026 31,842 $1.7M 0.89% EC
53 JPMorgan Chase & Co. 46625H100 Mar 2026 5,576 $1.6M 0.88% EC
54 Extra Space Storage Inc. 30225T102 Mar 2026 12,482 $1.6M 0.88% EC
55 Zoetis Inc. 98978V103 Mar 2026 13,698 $1.6M 0.87% EC
56 Morgan Stanley 617446448 Mar 2026 9,814 $1.6M 0.87% EC
57 Southwest Airlines Co. 844741108 Mar 2026 42,767 $1.6M 0.86% EC
58 CVS Health Corp 126650100 Mar 2026 22,163 $1.6M 0.85% EC
59 Delta Air Lines Inc. 247361702 Mar 2026 23,940 $1.6M 0.85% EC
60 Cencora Inc 03073E105 Mar 2026 4,963 $1.6M 0.84% EC
61 Truist Financial Corp. 89832Q109 Mar 2026 33,668 $1.5M 0.83% EC
62 Walt Disney Company 254687106 Mar 2026 15,801 $1.5M 0.82% EC
63 Wells Fargo & Co. 949746101 Mar 2026 18,996 $1.5M 0.81% EC
64 NetApp Inc. 64110D104 Mar 2026 14,709 $1.5M 0.81% EC
65 Omnicom Group Inc 681919106 Mar 2026 19,714 $1.5M 0.80% EC
66 Raymond James Financial Inc. 754730109 Mar 2026 10,252 $1.5M 0.80% EC
67 Cadence Design Systems, Inc. 127387108 Mar 2026 5,290 $1.5M 0.79% EC
68 Ford Motor Company 345370860 Mar 2026 125,926 $1.5M 0.78% EC
69 Xylem, Inc. 98419M100 Mar 2026 12,098 $1.4M 0.77% EC
70 Elevance Health Inc. 036752103 Mar 2026 4,933 $1.4M 0.77% EC
71 Akamai Technologies, Inc. 00971T101 Mar 2026 12,487 $1.4M 0.77% EC
72 Price T Rowe Group Inc. 74144T108 Mar 2026 15,661 $1.4M 0.76% EC
73 Leidos Holdings Inc 525327102 Mar 2026 9,013 $1.4M 0.75% EC
74 International Business Machines Corp. 459200101 Mar 2026 5,720 $1.4M 0.74% EC
75 Dollar Tree Inc 256746108 Mar 2026 12,634 $1.4M 0.74% EC
76 iShares Trust 464287408 Mar 2026 6,446 $1.4M 0.73% EC
77 Centene Corp. 15135B101 Mar 2026 40,623 $1.3M 0.71% EC
78 Automatic Data Processing, Inc. 053015103 Mar 2026 6,508 $1.3M 0.71% EC
79 Textron Inc. 883203101 Mar 2026 15,014 $1.3M 0.70% EC
80 QUALCOMM Inc. 747525103 Mar 2026 10,133 $1.3M 0.70% EC
81 IQVIA Holdings Inc. 46266C105 Mar 2026 7,499 $1.3M 0.69% EC
82 Paypal Holdings Inc. 70450Y103 Mar 2026 27,991 $1.3M 0.68% EC
83 iShares Trust 464287598 Mar 2026 5,739 $1.2M 0.66% EC
84 Cognizant Technology Solutions Corp. 192446102 Mar 2026 19,897 $1.2M 0.65% EC
85 Coinbase Global Inc 19260Q107 Mar 2026 6,944 $1.2M 0.65% EC
86 Invitation Homes Inc. 46187W107 Mar 2026 47,803 $1.2M 0.64% EC
87 Broadridge Financial Solutions Inc. 11133T103 Mar 2026 7,173 $1.2M 0.62% EC
88 Everest Group Ltd G3223R108 Mar 2026 3,522 $1.2M 0.62% EC
89 Servicenow Inc 81762P102 Mar 2026 10,885 $1.1M 0.61% EC
90 Humana Inc. 444859102 Mar 2026 6,346 $1.1M 0.59% EC
91 DexCom Inc 252131107 Mar 2026 17,115 $1.1M 0.58% EC
92 Ares Management Corporation 03990B101 Mar 2026 9,829 $1.1M 0.57% EC
93 McCormick & Company, Incorporated 579780206 Mar 2026 20,777 $1.0M 0.56% EC
94 Costar Group Inc 22160N109 Mar 2026 25,377 $1.0M 0.55% EC
95 Godaddy Inc 380237107 Mar 2026 12,041 $995K 0.53% EC
96 Workday Inc 98138H101 Mar 2026 7,614 $989K 0.53% EC
97 Fair Isaac Corporation 303250104 Mar 2026 925 $987K 0.53% EC
98 N/A N/A Mar 2026 899,699 $900K 0.48% STIV
99 Bio-Techne Corp 09073M104 Mar 2026 14,260 $745K 0.40% EC
100 FactSet Research Systems Inc. 303075105 Mar 2026 3,229 $701K 0.38% EC
101 Match Group Inc 57667L107 Mar 2026 21,928 $673K 0.36% EC
102 MGM Resorts International 552953101 Mar 2026 18,050 $668K 0.36% EC
103 Franklin Resources Inc. 354613101 Mar 2026 27,043 $639K 0.34% EC