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Holdings (Monthly) Guide ↗

Naa Large Cap Value Series

· New Age Alpha Variable Funds Trust
Monthly Holdings $197M AUM 166 positions Period Jun 2026 Filed Aug 19, 2026 EDGAR ↗ ← All Funds
All 63 New 24 Added 51 Reduced 27 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 APPLE INC 037833100 Mar 2026 53,267 +2,318 $15.4M +19.2% 7.87% EC
2 AMAZON.COM INC 023135106 Mar 2026 25,531 -6,009 $6.1M -7.4% 3.11% EC
3 EXXON MOBIL CORP 30231G102 Mar 2026 43,034 +13,937 $5.9M +19.2% 3.00% EC
4 INTEL CORP 458140100 Mar 2026 41,791 -6,652 $5.8M +173.0% 2.98% EC
5 WALMART INC 931142103 Mar 2026 30,247 +28 $3.4M -8.8% 1.75% EC
6 CHEVRON CORP 166764100 Mar 2026 17,830 +6,053 $3.0M +21.3% 1.51% EC
7 TEXAS INSTRUMENTS INC 882508104 Jun 2026 9,724 NEW $2.9M 1.48% EC
8 TESLA INC 88160R101 Mar 2026 6,877 -476 $2.9M +5.8% 1.48% EC
9 UNITEDHEALTH GROUP INC 91324P102 Mar 2026 6,532 +271 $2.7M +60.2% 1.39% EC
10 VERIZON COMMUNICATIONS INC 92343V104 Jun 2026 63,971 NEW $2.7M 1.38% EC
11 CISCO SYSTEMS INC 17275R102 Mar 2026 22,886 -1 $2.7M +51.4% 1.37% EC
12 AT&T INC 00206R102 Mar 2026 128,711 +57,058 $2.7M +28.3% 1.36% EC
13 FREEPORT-MCMORAN INC 35671D857 Mar 2026 42,348 +6,876 $2.7M +27.7% 1.36% EC
14 BANK OF AMERICA CORP 060505104 Mar 2026 46,341 -8 $2.6M +16.9% 1.35% EC
15 GE AEROSPACE 369604301 Mar 2026 6,407 +453 $2.4M +41.7% 1.22% EC
16 J.B. HUNT TRANSPORT SERVICES INC 445658107 Jun 2026 8,076 NEW $2.3M 1.19% EC
17 JOHNSON CONTROLS INTERNATIONAL PLC G51502105 Mar 2026 15,814 +1,758 $2.3M +25.5% 1.18% EC
18 DEERE & COMPANY 244199105 Mar 2026 3,604 +1 $2.3M +12.6% 1.17% EC
19 MERCK & COMPANY INC 58933Y105 Mar 2026 17,689 +6 $2.3M +6.9% 1.16% EC
20 DELTA AIR LINES INC 247361702 Mar 2026 23,926 -14 $2.2M +40.8% 1.14% EC
21 STEEL DYNAMICS INC 858119100 Jun 2026 9,651 NEW $2.2M 1.13% EC
22 COMCAST CORP 20030N101 Jun 2026 90,111 NEW $2.2M 1.13% EC
23 CITIGROUP INC 172967424 Mar 2026 15,706 +10 $2.2M +23.5% 1.12% EC
24 ONEOK INC 682680103 Jun 2026 24,694 NEW $2.1M 1.10% EC
25 JOHNSON & JOHNSON 478160104 Mar 2026 8,332 +3 $2.1M +3.9% 1.08% EC
26 MORGAN STANLEY 617446448 Mar 2026 9,811 -3 $2.1M +27.0% 1.05% EC
27 SOUTHWEST AIRLINES COMPANY 844741108 Mar 2026 39,212 -3,555 $2.0M +25.5% 1.03% EC
28 US BANCORP 902973304 Mar 2026 31,843 +1 $1.9M +16.1% 0.98% EC
29 PROCTER & GAMBLE COMPANY (THE) 742718109 Mar 2026 13,000 -3,118 $1.9M -18.1% 0.97% EC
30 CONOCOPHILLIPS 20825C104 Mar 2026 18,238 -2 $1.9M -21.3% 0.97% EC
31 OCCIDENTAL PETROLEUM CORP 674599105 Jun 2026 38,966 NEW $1.9M 0.97% EC
32 QUALCOMM INC 747525103 Mar 2026 10,137 +4 $1.9M +43.5% 0.96% EC
33 AMGEN INC 031162100 Mar 2026 5,163 +2 $1.9M +3.0% 0.95% EC
34 DUKE ENERGY CORP 26441C204 Mar 2026 14,620 -9 $1.9M -3.4% 0.94% EC
35 FORTINET INC 34959E109 Jun 2026 11,957 NEW $1.8M 0.94% EC
36 JP MORGAN CHASE & COMPANY 46625H100 Mar 2026 5,576 $1.8M +11.3% 0.93% EC
37 T. ROWE PRICE GROUP INC 74144T108 Mar 2026 15,658 -3 $1.8M +26.1% 0.91% EC
38 GILEAD SCIENCES INC 375558103 Mar 2026 14,023 +2 $1.8M -9.3% 0.90% EC
39 EVERGY INC 30034W106 Mar 2026 20,425 -3 $1.8M +5.5% 0.90% EC
40 EXELON CORP 30161N101 Mar 2026 37,765 -6 $1.8M -4.9% 0.90% EC
41 AMEREN CORP 023608102 Mar 2026 15,528 -1,155 $1.8M -4.3% 0.90% EC
42 GOLDMAN SACHS GROUP INC (THE) 38141G104 Mar 2026 1,720 -250 $1.7M +4.4% 0.89% EC
43 PPL CORP 69351T106 Mar 2026 47,703 -12 $1.7M -4.9% 0.88% EC
44 VISA INC 92826C839 Jun 2026 4,821 NEW $1.7M 0.84% EC
45 INTERNATIONAL BUSINESS MACHINES CORP 459200101 Mar 2026 5,722 +2 $1.6M +16.1% 0.82% EC
46 STARBUCKS CORP 855244109 Mar 2026 15,526 -4,658 $1.6M -12.3% 0.81% EC
47 OLD DOMINION FREIGHT LINE INC 679580100 Jun 2026 7,316 NEW $1.6M 0.81% EC
48 WELLS FARGO & COMPANY 949746101 Mar 2026 18,988 -8 $1.6M +3.8% 0.80% EC
49 ALLIANT ENERGY CORP 018802108 Jun 2026 20,385 NEW $1.6M 0.79% EC
50 ABBVIE INC 00287Y109 Jun 2026 6,173 NEW $1.6M 0.79% EC
51 SLB LTD 806857108 Mar 2026 32,747 -11,045 $1.5M -32.4% 0.78% EC
52 PALO ALTO NETWORKS INC 697435105 Jun 2026 4,407 NEW $1.5M 0.77% EC
53 NORTHROP GRUMMAN CORP 666807102 Jun 2026 2,937 NEW $1.5M 0.76% EC
54 ON SEMICONDUCTOR CORP 682189105 Jun 2026 15,776 NEW $1.5M 0.76% EC
55 SALESFORCE INC 79466L302 Jun 2026 9,142 NEW $1.4M 0.73% EC
56 XYLEM INC 98419M100 Mar 2026 12,105 +7 $1.4M -1.0% 0.73% EC
57 L3HARRIS TECHNOLOGIES INC 502431109 Mar 2026 4,904 -1,123 $1.4M -31.5% 0.73% EC
58 CHUBB LTD (SWITZERLAND) H1467J104 Mar 2026 4,030 -1,499 $1.4M -23.8% 0.70% EC
59 NETAPP INC 64110D104 Mar 2026 8,782 -5,927 $1.4M -9.8% 0.69% EC
60 CADENCE DESIGN SYSTEMS INC 127387108 Mar 2026 3,608 -1,682 $1.4M -7.9% 0.69% EC
61 CORNING INC 219350105 Jun 2026 5,237 NEW $1.3M 0.68% EC
62 COSTCO WHOLESALE CORP 22160K105 Mar 2026 1,411 -1,643 $1.3M -56.6% 0.67% EC
63 COCA-COLA COMPANY (THE) 191216100 Mar 2026 15,930 -8,706 $1.3M -30.9% 0.66% EC
64 ACCENTURE PLC G1151C101 Jun 2026 10,332 NEW $1.3M 0.66% EC
65 INVESCO LTD G491BT108 Jun 2026 47,839 NEW $1.3M 0.64% EC
66 WILLIAMS COMPANIES INC (THE) 969457100 Jun 2026 16,429 NEW $1.2M 0.62% EC
67 DEXCOM INC 252131107 Mar 2026 17,126 +11 $1.2M +7.3% 0.59% EC
68 ADOBE INC 00724F101 Jun 2026 5,596 NEW $1.1M 0.59% EC
69 RAYMOND JAMES FINANCIAL INC 754730109 Mar 2026 7,524 -2,728 $1.1M -22.9% 0.58% EC
70 PARKER-HANNIFIN CORP 701094104 Jun 2026 1,127 NEW $1.1M 0.56% EC
71 ELEVANCE HEALTH INC 036752103 Mar 2026 2,817 -2,116 $1.1M -24.6% 0.56% EC
72 SERVICENOW INC 81762P102 Mar 2026 10,888 +3 $1.1M -5.0% 0.55% EC
73 HONEYWELL INTERNATIONAL INC 438516205 Jun 2026 4,720 NEW $1.1M 0.54% EC
74 FIRSTENERGY CORP 337932107 Mar 2026 22,163 -14,447 $1.1M -43.2% 0.54% EC
75 HONEYWELL AEROSPACE INC 43849R105 Jun 2026 4,720 NEW $1.0M 0.53% EC
76 HOME DEPOT INC (THE) 437076102 Mar 2026 2,903 -3,966 $1.0M -54.7% 0.52% EC
77 ARES MANAGEMENT CORP 03990B101 Mar 2026 9,196 -633 $1.0M -4.5% 0.52% EC
78 N/A N/A Mar 2026 990,137 +90,439 $990K +10.1% 0.51% STIV
79 TJX COMPANIES INC (THE) 872540109 Mar 2026 6,485 -4,492 $982K -44.0% 0.50% EC
80 FASTENAL COMPANY 311900104 Jun 2026 20,266 NEW $973K 0.50% EC
81 PAYPAL HOLDINGS INC 70450Y103 Mar 2026 22,270 -5,721 $962K -24.0% 0.49% EC
82 ZOETIS INC 98978V103 Mar 2026 13,298 -400 $956K -41.0% 0.49% EC
83 BAKER HUGHES COMPANY 05722G100 Mar 2026 16,988 -19,984 $943K -58.2% 0.48% EC
84 ISHARES TRUST 464287598 Mar 2026 3,844 -1,895 $932K -24.0% 0.48% EC
85 CVS HEALTH CORP 126650100 Mar 2026 8,928 -13,235 $924K -42.0% 0.47% EC
86 BIO-TECHNE CORP 09073M104 Mar 2026 13,021 -1,239 $920K +23.4% 0.47% EC
87 SEAGATE TECHNOLOGY HOLDINGS PLC G7997R103 Jun 2026 936 NEW $903K 0.46% EC
88 FRANKLIN RESOURCES INC 354613101 Mar 2026 27,062 +19 $900K +41.0% 0.46% EC
89 GENERAL DYNAMICS CORP 369550108 Mar 2026 2,514 -2,439 $891K -47.6% 0.45% EC
90 GODADDY INC 380237107 Mar 2026 10,346 -1,695 $878K -11.8% 0.45% EC
91 EATON CORP PLC G29183103 Jun 2026 2,034 NEW $867K 0.44% EC
92 LOCKHEED MARTIN CORP 539830109 Jun 2026 1,553 NEW $791K 0.40% EC
93 COGNIZANT TECHNOLOGY SOLUTIONS CORP 192446102 Mar 2026 19,899 +2 $771K -36.9% 0.39% EC
94 KINDER MORGAN INC 49456B101 Jun 2026 20,995 NEW $671K 0.34% EC
95 ISHARES TRUST 464287408 Mar 2026 2,956 -3,490 $671K -50.7% 0.34% EC
96 TE CONNECTIVITY PLC G87052109 Jun 2026 3,327 NEW $671K 0.34% EC
97 CHARLES SCHWAB CORP (THE) 808513105 Jun 2026 7,126 NEW $658K 0.34% EC
98 FEDEX CORP 31428X106 Jun 2026 2,085 NEW $653K 0.33% EC
99 TRAVELERS COMPANIES INC (THE) 89417E109 Mar 2026 1,969 -3,844 $650K -61.7% 0.33% EC
100 AMERICAN ELECTRIC POWER COMPANY INC 025537101 Jun 2026 4,672 NEW $639K 0.33% EC
101 DIGITAL REALTY TRUST INC 253868103 Mar 2026 3,489 -7,837 $627K -69.3% 0.32% EC
102 FORTIVE CORP 34959J108 Jun 2026 9,705 NEW $593K 0.30% EC
103 IDEX CORP 45167R104 Jun 2026 2,500 NEW $567K 0.29% EC
104 ORACLE CORP 68389X105 Jun 2026 3,832 NEW $562K 0.29% EC
105 MARSH & MCLENNAN COMPANIES INC 571748102 Jun 2026 3,333 NEW $556K 0.28% EC
106 AKAMAI TECHNOLOGIES INC 00971T101 Mar 2026 4,620 -7,867 $546K -61.9% 0.28% EC
107 BOEING COMPANY (THE) 097023105 Jun 2026 2,486 NEW $538K 0.27% EC
108 TERADYNE INC 880770102 Jun 2026 1,101 NEW $533K 0.27% EC
109 CENTENE CORP 15135B101 Mar 2026 7,783 -32,840 $500K -62.4% 0.25% EC
110 COINBASE GLOBAL INC 19260Q107 Mar 2026 3,354 -3,590 $490K -59.6% 0.25% EC
111 ARCH CAPITAL GROUP LTD G0450A105 Mar 2026 4,844 -12,419 $470K -71.6% 0.24% EC
112 PHILLIPS 66 718546104 Jun 2026 2,617 NEW $442K 0.23% EC
113 TEXTRON INC 883203101 Mar 2026 4,711 -10,303 $432K -67.1% 0.22% EC
114 BUILDERS FIRSTSOURCE INC 12008R107 Jun 2026 4,825 NEW $432K 0.22% EC
115 AON PLC G0403H108 Jun 2026 1,189 NEW $394K 0.20% EC
116 MARATHON PETROLEUM CORP 56585A102 Jun 2026 1,474 NEW $377K 0.19% EC
117 VENTAS INC 92276F100 Jun 2026 4,157 NEW $369K 0.19% EC
118 CUMMINS INC 231021106 Jun 2026 492 NEW $351K 0.18% EC
119 THERMO FISHER SCIENTIFIC INC 883556102 Jun 2026 693 NEW $347K 0.18% EC
120 CARDINAL HEALTH INC 14149Y108 Mar 2026 1,459 -6,969 $347K -80.5% 0.18% EC
121 INTUIT INC 461202103 Jun 2026 1,242 NEW $324K 0.17% EC
122 UNITED PARCEL SERVICE INC 911312106 Jun 2026 3,007 NEW $323K 0.16% EC
123 PEPSICO INC 713448108 Jun 2026 2,177 NEW $295K 0.15% EC
124 DANAHER CORP 235851102 Jun 2026 1,212 NEW $231K 0.12% EC
125 DEVON ENERGY CORP 25179M103 Jun 2026 4,273 NEW $177K 0.09% EC
126 FEDEX FREIGHT HOLDING COMPANY INC 314352105 Jun 2026 1,042 NEW $157K 0.08% EC
127 DIAMONDBACK ENERGY INC 25278X109 Jun 2026 842 NEW $148K 0.08% EC
128 ABBOTT LABORATORIES 002824100 Jun 2026 1,528 NEW $139K 0.07% EC
129 PROLOGIS INC 74340W103 Jun 2026 862 NEW $117K 0.06% EC
130 COLGATE-PALMOLIVE COMPANY 194162103 Mar 2026 1,253 -19,955 $115K -93.6% 0.06% EC
131 QNITY ELECTRONICS INC 74743L100 Jun 2026 650 NEW $106K 0.05% EC
132 BANK OF NEW YORK MELLON CORP (THE) 064058100 Jun 2026 725 NEW $105K 0.05% EC
133 MOODY'S CORP 615369105 Jun 2026 223 NEW $101K 0.05% EC
134 BRISTOL-MYERS SQUIBB COMPANY 110122108 Jun 2026 1,699 NEW $98K 0.05% EC
135 ALTRIA GROUP INC 02209S103 Mar 2026 1,357 -27,778 $98K -94.9% 0.05% EC
136 KKR & CO. INC 48251W104 Jun 2026 1,054 NEW $97K 0.05% EC
137 SUPER MICRO COMPUTER INC 86800U302 Jun 2026 3,023 NEW $89K 0.05% EC
138 AUTODESK INC 052769106 Jun 2026 408 NEW $79K 0.04% EC
139 CBOE GLOBAL MARKETS INC 12503M108 Jun 2026 275 NEW $67K 0.03% EC
Mondelez International Inc. 609207105 31,683 SOLD $1.8M
T-Mobile US Inc 872590104 8,636 SOLD $1.8M
LyondellBasell Industries NV N53745100 22,327 SOLD $1.8M
Ecolab Inc. 278865100 6,467 SOLD $1.7M
American Water Works Company, Inc. 030420103 12,228 SOLD $1.7M
American Tower Corporation 03027X100 9,611 SOLD $1.7M
Extra Space Storage Inc. 30225T102 12,482 SOLD $1.6M
Cencora Inc 03073E105 4,963 SOLD $1.6M
Truist Financial Corp. 89832Q109 33,668 SOLD $1.5M
Walt Disney Company 254687106 15,801 SOLD $1.5M
Omnicom Group Inc 681919106 19,714 SOLD $1.5M
Ford Motor Company 345370860 125,926 SOLD $1.5M
Leidos Holdings Inc 525327102 9,013 SOLD $1.4M
Dollar Tree Inc 256746108 12,634 SOLD $1.4M
Automatic Data Processing, Inc. 053015103 6,508 SOLD $1.3M
IQVIA Holdings Inc. 46266C105 7,499 SOLD $1.3M
Invitation Homes Inc. 46187W107 47,803 SOLD $1.2M
Broadridge Financial Solutions Inc. 11133T103 7,173 SOLD $1.2M
Everest Group Ltd G3223R108 3,522 SOLD $1.2M
Humana Inc. 444859102 6,346 SOLD $1.1M
McCormick & Company, Incorporated 579780206 20,777 SOLD $1.0M
Costar Group Inc 22160N109 25,377 SOLD $1.0M
Workday Inc 98138H101 7,614 SOLD $1.0M
Fair Isaac Corporation 303250104 925 SOLD $1.0M
FactSet Research Systems Inc. 303075105 3,229 SOLD $0.7M
Match Group Inc 57667L107 21,928 SOLD $0.7M
MGM Resorts International 552953101 18,050 SOLD $0.7M