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Holdings (Monthly) Guide ↗

Naa Small Cap Value Series

· New Age Alpha Variable Funds Trust
Monthly Holdings $49M AUM 126 positions Period Mar 2026 Filed May 21, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 BorgWarner Inc. 099724106 Mar 2026 29,089 $1.6M 3.21% EC
2 Eastman Chemical Company 277432100 Mar 2026 15,750 $1.2M 2.44% EC
3 LKQ Corporation 501889208 Mar 2026 34,507 $1.0M 2.06% EC
4 Magnolia Oil & Gas Corporation 559663109 Mar 2026 27,405 $865K 1.76% EC
5 GXO Logistics Inc. 36262G101 Mar 2026 16,453 $853K 1.73% EC
6 Lincoln National Corp. 534187109 Mar 2026 23,256 $826K 1.68% EC
7 N/A N/A Mar 2026 817,775 $818K 1.66% STIV
8 V.F. Corp 918204108 Mar 2026 46,391 $788K 1.60% EC
9 Core Natural Resources Inc. 218937100 Mar 2026 7,374 $772K 1.57% EC
10 Rayonier Inc 754907103 Mar 2026 37,434 $772K 1.57% EC
11 California Resources Corporation 13057Q305 Mar 2026 10,969 $759K 1.54% EC
12 Enphase Energy Inc 29355A107 Mar 2026 18,841 $712K 1.45% EC
13 Matson Inc 57686G105 Mar 2026 4,213 $691K 1.40% EC
14 Atlantic Union Bankshares Corp 04911A107 Mar 2026 19,268 $689K 1.40% EC
15 Meritage Homes Corp 59001A102 Mar 2026 10,389 $642K 1.31% EC
16 Selective Insurance Group Inc. 816300107 Mar 2026 8,082 $609K 1.24% EC
17 Vanguard Index Funds 922908611 Mar 2026 2,804 $609K 1.24% EC
18 iShares Trust 464287630 Mar 2026 3,187 $604K 1.23% EC
19 Group 1 Automotive, Inc. 398905109 Mar 2026 1,798 $594K 1.21% EC
20 Telephone and Data Systems Inc. 879433829 Mar 2026 13,999 $589K 1.20% EC
21 Weatherford International Plc G48833118 Mar 2026 6,208 $587K 1.19% EC
22 Peabody Energy Corp. 704551100 Mar 2026 17,651 $582K 1.18% EC
23 Patterson-UTI Energy Inc. 703481101 Mar 2026 53,047 $574K 1.17% EC
24 Cabot Corporation 127055101 Mar 2026 7,466 $562K 1.14% EC
25 Flagstar Bank National Association 649445400 Mar 2026 41,628 $548K 1.12% EC
26 Bath & Body Works Inc 070830104 Mar 2026 28,786 $537K 1.09% EC
27 Asbury Automotive Group, Inc. 043436104 Mar 2026 2,748 $537K 1.09% EC
28 United Community Banks Inc.(South Carolina) 90984P303 Mar 2026 16,952 $534K 1.09% EC
29 Eastgroup Properties, Inc. 277276101 Mar 2026 2,865 $530K 1.08% EC
30 SM Energy Co. 78454L100 Mar 2026 16,848 $525K 1.07% EC
31 Masimo Corporation 574795100 Mar 2026 2,894 $515K 1.05% EC
32 Fulton Financial Corporation 360271100 Mar 2026 24,295 $494K 1.01% EC
33 Cirrus Logic, Inc. 172755100 Mar 2026 3,307 $478K 0.97% EC
34 Renasant Corp. 75970E107 Mar 2026 13,196 $477K 0.97% EC
35 Bread Financial Holdings Inc 018581108 Mar 2026 6,341 $475K 0.97% EC
36 KB Home 48666K109 Mar 2026 9,147 $473K 0.96% EC
37 Diodes Incorporated 254543101 Mar 2026 6,876 $469K 0.95% EC
38 H B Fuller Company 359694106 Mar 2026 7,373 $455K 0.92% EC
39 Carlyle Group Inc 14316J108 Mar 2026 9,299 $450K 0.92% EC
40 Integer Holdings Corp. 45826H109 Mar 2026 4,879 $429K 0.87% EC
41 Blackstone Mortgage Trust, Inc 09257W100 Mar 2026 22,383 $429K 0.87% EC
42 First Hawaiian Inc. 32051X108 Mar 2026 17,115 $422K 0.86% EC
43 First Interstate Bancsystem Inc. 32055Y201 Mar 2026 12,443 $416K 0.85% EC
44 United Natural Foods, Inc. 911163103 Mar 2026 9,096 $410K 0.83% EC
45 Cushman And Wakefield Ltd. G2717C106 Mar 2026 32,604 $400K 0.81% EC
46 Prestige Consumer Healthcare Inc 74112D101 Mar 2026 6,668 $395K 0.80% EC
47 Simmons First National Corp 828730200 Mar 2026 20,305 $395K 0.80% EC
48 Penske Automotive Group, Inc. 70959W103 Mar 2026 2,620 $392K 0.80% EC
49 Gates Industrial Corp PLC G39108108 Mar 2026 17,314 $391K 0.80% EC
50 Autoliv Inc. 052800109 Mar 2026 3,718 $391K 0.80% EC
51 MarketAxess Holdings Inc. 57060D108 Mar 2026 2,347 $387K 0.79% EC
52 Kennametal Inc 489170100 Mar 2026 10,717 $387K 0.79% EC
53 Boise Cascade Co 09739D100 Mar 2026 5,031 $382K 0.78% EC
54 HA Sustainable Infrastructure Capital Inc 41068X100 Mar 2026 10,382 $382K 0.78% EC
55 Skywest Inc 830879102 Mar 2026 4,084 $375K 0.76% EC
56 Balchem Corp 057665200 Mar 2026 2,207 $374K 0.76% EC
57 Sl Green Realty Corp 78440X887 Mar 2026 9,753 $360K 0.73% EC
58 Qorvo Inc 74736K101 Mar 2026 4,653 $360K 0.73% EC
59 GATX Corporation 361448103 Mar 2026 2,085 $356K 0.72% EC
60 IAC Inc 44891N208 Mar 2026 8,892 $356K 0.72% EC
61 Acadia Realty Trust 004239109 Mar 2026 18,565 $355K 0.72% EC
62 Piper Sandler Companies 724078209 Mar 2026 4,632 $355K 0.72% EC
63 The Scotts Miracle-Gro Company 810186106 Mar 2026 5,745 $349K 0.71% EC
64 MSA Safety Inc. 553498106 Mar 2026 2,113 $346K 0.70% EC
65 WaFd Inc 938824109 Mar 2026 10,895 $342K 0.70% EC
66 Highwoods Properties, Inc. 431284108 Mar 2026 15,830 $339K 0.69% EC
67 The Macerich Company 554382101 Mar 2026 17,084 $323K 0.66% EC
68 First Financial Bankshares Inc 32020R109 Mar 2026 10,828 $319K 0.65% EC
69 HNI Corp 404251100 Mar 2026 9,532 $318K 0.65% EC
70 DNOW Inc. 67011P100 Mar 2026 26,682 $318K 0.65% EC
71 Insight Enterprises Inc. 45765U103 Mar 2026 4,724 $317K 0.64% EC
72 ABM Industries Inc. 000957100 Mar 2026 8,175 $315K 0.64% EC
73 Novanta Inc 67000B104 Mar 2026 2,656 $314K 0.64% EC
74 Radian Group Inc. 750236101 Mar 2026 9,206 $305K 0.62% EC
75 Ameris Bancorp 03076K108 Mar 2026 3,894 $304K 0.62% EC
76 Minerals Technologies Inc. 603158106 Mar 2026 4,267 $303K 0.62% EC
77 Bentley Systems Incorporated 08265T208 Mar 2026 8,202 $288K 0.59% EC
78 COPT Defense Properties 22002T108 Mar 2026 9,372 $287K 0.58% EC
79 Resideo Technologies Inc 76118Y104 Mar 2026 8,492 $286K 0.58% EC
80 Otter Tail Corporation 689648103 Mar 2026 3,181 $279K 0.57% EC
81 Bruker Corporation 116794108 Mar 2026 7,684 $278K 0.56% EC
82 Arcosa Inc 039653100 Mar 2026 2,537 $269K 0.55% EC
83 Neogen Corp 640491106 Mar 2026 28,323 $263K 0.54% EC
84 Glaukos Corp. 377322102 Mar 2026 2,438 $262K 0.53% EC
85 H2O America 784305104 Mar 2026 4,470 $262K 0.53% EC
86 Goodyear Tire & Rubber Co. The 382550101 Mar 2026 39,092 $259K 0.53% EC
87 Select Medical Holdings Corporation 81619Q105 Mar 2026 15,750 $257K 0.52% EC
88 BILL Holdings Inc 090043100 Mar 2026 6,685 $256K 0.52% EC
89 Boston Beer Co Inc 100557107 Mar 2026 1,095 $252K 0.51% EC
90 Avista Corporation 05379B107 Mar 2026 6,163 $247K 0.50% EC
91 Greif, Inc. 397624107 Mar 2026 3,498 $235K 0.48% EC
92 Ziff Davis Inc 48123V102 Mar 2026 5,569 $234K 0.48% EC
93 Seacoast Banking Corporation Of Florida 811707801 Mar 2026 7,448 $226K 0.46% EC
94 Asgn Incorporated 00191U102 Mar 2026 5,727 $222K 0.45% EC
95 Walker & Dunlop Inc. 93148P102 Mar 2026 4,988 $221K 0.45% EC
96 Maximus Inc 577933104 Mar 2026 3,451 $221K 0.45% EC
97 Kohl's Corp. 500255104 Mar 2026 16,847 $217K 0.44% EC
98 Exponent Inc 30214U102 Mar 2026 3,323 $217K 0.44% EC
99 Radnet Inc 750491102 Mar 2026 3,841 $215K 0.44% EC
100 Community Financial System Inc 203607106 Mar 2026 3,593 $211K 0.43% EC
101 Lantheus Holdings Inc 516544103 Mar 2026 2,771 $210K 0.43% EC
102 Omnicell Inc 68213N109 Mar 2026 6,148 $205K 0.42% EC
103 MGE Energy Inc. 55277P104 Mar 2026 2,546 $197K 0.40% EC
104 California Water Service Group 130788102 Mar 2026 4,298 $195K 0.40% EC
105 Materion Corp 576690101 Mar 2026 1,344 $194K 0.40% EC
106 Marzetti Co. 513847103 Mar 2026 1,340 $185K 0.38% EC
107 Enovis Corporation 194014502 Mar 2026 8,143 $185K 0.38% EC
108 LXP Industrial Trust 529043408 Mar 2026 3,906 $181K 0.37% EC
109 Simply Good Foods Company 82900L102 Mar 2026 12,561 $180K 0.37% EC
110 Iridium Communications, Inc. 46269C102 Mar 2026 6,315 $175K 0.36% EC
111 Brinks Company 109696104 Mar 2026 1,659 $172K 0.35% EC
112 Concentrix Corp. 20602D101 Mar 2026 6,080 $166K 0.34% EC
113 Haemonetics Corp 405024100 Mar 2026 2,829 $159K 0.32% EC
114 Teradata Corp 88076W103 Mar 2026 6,078 $156K 0.32% EC
115 Conmed Corporation 207410101 Mar 2026 4,369 $154K 0.31% EC
116 NETSCOUT Systems Inc. 64115T104 Mar 2026 4,678 $149K 0.30% EC
117 Parsons Corporation 70202L102 Mar 2026 2,745 $149K 0.30% EC
118 Knowles Corporation 49926D109 Mar 2026 5,655 $145K 0.30% EC
119 American States Water Co. 029899101 Mar 2026 1,893 $143K 0.29% EC
120 Alarm.com Holdings Inc. 011642105 Mar 2026 3,020 $130K 0.27% EC
121 Edgewell Personal Care Co 28035Q102 Mar 2026 6,060 $129K 0.26% EC
122 Grocery Outlet Holding Corp. 39874R101 Mar 2026 15,707 $111K 0.23% EC
123 Avis Budget Group Inc. 053774105 Mar 2026 748 $109K 0.22% EC
124 Zoominfo Technologies Inc 98980F104 Mar 2026 16,518 $99K 0.20% EC
125 Blackbaud Inc 09227Q100 Mar 2026 2,558 $99K 0.20% EC
126 SunCoke Energy, Inc. 86722A103 Mar 2026 11,912 $78K 0.16% EC