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Holdings (Monthly) Guide ↗

Naa Large Cap Value Series

· New Age Alpha Variable Funds Trust
Monthly Holdings $197M AUM 27 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
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