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Holdings (Monthly) Guide ↗

Naa Large Cap Value Series

· New Age Alpha Variable Funds Trust
Monthly Holdings $197M AUM 63 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 TEXAS INSTRUMENTS INC 882508104 Jun 2026 9,724 NEW $2.9M 1.48% EC
2 VERIZON COMMUNICATIONS INC 92343V104 Jun 2026 63,971 NEW $2.7M 1.38% EC
3 J.B. HUNT TRANSPORT SERVICES INC 445658107 Jun 2026 8,076 NEW $2.3M 1.19% EC
4 STEEL DYNAMICS INC 858119100 Jun 2026 9,651 NEW $2.2M 1.13% EC
5 COMCAST CORP 20030N101 Jun 2026 90,111 NEW $2.2M 1.13% EC
6 ONEOK INC 682680103 Jun 2026 24,694 NEW $2.1M 1.10% EC
7 OCCIDENTAL PETROLEUM CORP 674599105 Jun 2026 38,966 NEW $1.9M 0.97% EC
8 FORTINET INC 34959E109 Jun 2026 11,957 NEW $1.8M 0.94% EC
9 VISA INC 92826C839 Jun 2026 4,821 NEW $1.7M 0.84% EC
10 OLD DOMINION FREIGHT LINE INC 679580100 Jun 2026 7,316 NEW $1.6M 0.81% EC
11 ALLIANT ENERGY CORP 018802108 Jun 2026 20,385 NEW $1.6M 0.79% EC
12 ABBVIE INC 00287Y109 Jun 2026 6,173 NEW $1.6M 0.79% EC
13 PALO ALTO NETWORKS INC 697435105 Jun 2026 4,407 NEW $1.5M 0.77% EC
14 NORTHROP GRUMMAN CORP 666807102 Jun 2026 2,937 NEW $1.5M 0.76% EC
15 ON SEMICONDUCTOR CORP 682189105 Jun 2026 15,776 NEW $1.5M 0.76% EC
16 SALESFORCE INC 79466L302 Jun 2026 9,142 NEW $1.4M 0.73% EC
17 CORNING INC 219350105 Jun 2026 5,237 NEW $1.3M 0.68% EC
18 ACCENTURE PLC G1151C101 Jun 2026 10,332 NEW $1.3M 0.66% EC
19 INVESCO LTD G491BT108 Jun 2026 47,839 NEW $1.3M 0.64% EC
20 WILLIAMS COMPANIES INC (THE) 969457100 Jun 2026 16,429 NEW $1.2M 0.62% EC
21 ADOBE INC 00724F101 Jun 2026 5,596 NEW $1.1M 0.59% EC
22 PARKER-HANNIFIN CORP 701094104 Jun 2026 1,127 NEW $1.1M 0.56% EC
23 HONEYWELL INTERNATIONAL INC 438516205 Jun 2026 4,720 NEW $1.1M 0.54% EC
24 HONEYWELL AEROSPACE INC 43849R105 Jun 2026 4,720 NEW $1.0M 0.53% EC
25 FASTENAL COMPANY 311900104 Jun 2026 20,266 NEW $973K 0.50% EC
26 SEAGATE TECHNOLOGY HOLDINGS PLC G7997R103 Jun 2026 936 NEW $903K 0.46% EC
27 EATON CORP PLC G29183103 Jun 2026 2,034 NEW $867K 0.44% EC
28 LOCKHEED MARTIN CORP 539830109 Jun 2026 1,553 NEW $791K 0.40% EC
29 KINDER MORGAN INC 49456B101 Jun 2026 20,995 NEW $671K 0.34% EC
30 TE CONNECTIVITY PLC G87052109 Jun 2026 3,327 NEW $671K 0.34% EC
31 CHARLES SCHWAB CORP (THE) 808513105 Jun 2026 7,126 NEW $658K 0.34% EC
32 FEDEX CORP 31428X106 Jun 2026 2,085 NEW $653K 0.33% EC
33 AMERICAN ELECTRIC POWER COMPANY INC 025537101 Jun 2026 4,672 NEW $639K 0.33% EC
34 FORTIVE CORP 34959J108 Jun 2026 9,705 NEW $593K 0.30% EC
35 IDEX CORP 45167R104 Jun 2026 2,500 NEW $567K 0.29% EC
36 ORACLE CORP 68389X105 Jun 2026 3,832 NEW $562K 0.29% EC
37 MARSH & MCLENNAN COMPANIES INC 571748102 Jun 2026 3,333 NEW $556K 0.28% EC
38 BOEING COMPANY (THE) 097023105 Jun 2026 2,486 NEW $538K 0.27% EC
39 TERADYNE INC 880770102 Jun 2026 1,101 NEW $533K 0.27% EC
40 PHILLIPS 66 718546104 Jun 2026 2,617 NEW $442K 0.23% EC
41 BUILDERS FIRSTSOURCE INC 12008R107 Jun 2026 4,825 NEW $432K 0.22% EC
42 AON PLC G0403H108 Jun 2026 1,189 NEW $394K 0.20% EC
43 MARATHON PETROLEUM CORP 56585A102 Jun 2026 1,474 NEW $377K 0.19% EC
44 VENTAS INC 92276F100 Jun 2026 4,157 NEW $369K 0.19% EC
45 CUMMINS INC 231021106 Jun 2026 492 NEW $351K 0.18% EC
46 THERMO FISHER SCIENTIFIC INC 883556102 Jun 2026 693 NEW $347K 0.18% EC
47 INTUIT INC 461202103 Jun 2026 1,242 NEW $324K 0.17% EC
48 UNITED PARCEL SERVICE INC 911312106 Jun 2026 3,007 NEW $323K 0.16% EC
49 PEPSICO INC 713448108 Jun 2026 2,177 NEW $295K 0.15% EC
50 DANAHER CORP 235851102 Jun 2026 1,212 NEW $231K 0.12% EC
51 DEVON ENERGY CORP 25179M103 Jun 2026 4,273 NEW $177K 0.09% EC
52 FEDEX FREIGHT HOLDING COMPANY INC 314352105 Jun 2026 1,042 NEW $157K 0.08% EC
53 DIAMONDBACK ENERGY INC 25278X109 Jun 2026 842 NEW $148K 0.08% EC
54 ABBOTT LABORATORIES 002824100 Jun 2026 1,528 NEW $139K 0.07% EC
55 PROLOGIS INC 74340W103 Jun 2026 862 NEW $117K 0.06% EC
56 QNITY ELECTRONICS INC 74743L100 Jun 2026 650 NEW $106K 0.05% EC
57 BANK OF NEW YORK MELLON CORP (THE) 064058100 Jun 2026 725 NEW $105K 0.05% EC
58 MOODY'S CORP 615369105 Jun 2026 223 NEW $101K 0.05% EC
59 BRISTOL-MYERS SQUIBB COMPANY 110122108 Jun 2026 1,699 NEW $98K 0.05% EC
60 KKR & CO. INC 48251W104 Jun 2026 1,054 NEW $97K 0.05% EC
61 SUPER MICRO COMPUTER INC 86800U302 Jun 2026 3,023 NEW $89K 0.05% EC
62 AUTODESK INC 052769106 Jun 2026 408 NEW $79K 0.04% EC
63 CBOE GLOBAL MARKETS INC 12503M108 Jun 2026 275 NEW $67K 0.03% EC