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Holdings (Monthly) Guide ↗

Naa Smid-Cap Value Series

· New Age Alpha Variable Funds Trust
Monthly Holdings $129M AUM 123 positions Period Mar 2026 Filed May 21, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Alcoa Corporation 013872106 Mar 2026 40,880 $2.7M 2.11% EC
2 ConocoPhillips 20825C104 Mar 2026 20,186 $2.7M 2.07% EC
3 Chord Energy Corp. 674215207 Mar 2026 15,797 $2.2M 1.74% EC
4 Patterson-UTI Energy Inc. 703481101 Mar 2026 193,763 $2.1M 1.63% EC
5 Cardinal Health, Inc. 14149Y108 Mar 2026 9,666 $2.0M 1.59% EC
6 Ecolab Inc. 278865100 Mar 2026 7,325 $1.9M 1.51% EC
7 Aptargroup Inc. 038336103 Mar 2026 15,347 $1.9M 1.50% EC
8 Reinsurance Group of America, Incorporated 759351604 Mar 2026 9,440 $1.9M 1.50% EC
9 NOV Inc. 62955J103 Mar 2026 99,350 $1.9M 1.45% EC
10 OGE Energy Corporation 670837103 Mar 2026 38,328 $1.8M 1.43% EC
11 First Horizon Corporation 320517105 Mar 2026 80,415 $1.8M 1.42% EC
12 Vulcan Materials Company 929160109 Mar 2026 6,714 $1.8M 1.42% EC
13 Owens Corning 690742101 Mar 2026 16,736 $1.8M 1.41% EC
14 Unum Group 91529Y106 Mar 2026 24,585 $1.8M 1.39% EC
15 Jones Lang LaSalle Incorporated 48020Q107 Mar 2026 5,740 $1.7M 1.36% EC
16 Albertsons Companies Inc. 013091103 Mar 2026 102,315 $1.7M 1.35% EC
17 Noble Corporation PLC G65431127 Mar 2026 35,180 $1.7M 1.34% EC
18 Nextpower Inc. 65290E101 Mar 2026 14,223 $1.7M 1.33% EC
19 Matson Inc 57686G105 Mar 2026 10,189 $1.7M 1.30% EC
20 FirstEnergy Corp. 337932107 Mar 2026 31,952 $1.6M 1.26% EC
21 Autoliv Inc. 052800109 Mar 2026 15,380 $1.6M 1.26% EC
22 Raymond James Financial Inc. 754730109 Mar 2026 11,020 $1.6M 1.24% EC
23 Maplebear Inc. 565394103 Mar 2026 42,014 $1.6M 1.22% EC
24 F N B Corp (Pennsylvania) 302520101 Mar 2026 91,851 $1.5M 1.19% EC
25 Rexford Industrial Realty Inc. 76169C100 Mar 2026 46,552 $1.5M 1.18% EC
26 Lear Corporation 521865204 Mar 2026 12,525 $1.5M 1.18% EC
27 Service Corporation International 817565104 Mar 2026 17,095 $1.4M 1.10% EC
28 Stifel Financial Corporation 860630102 Mar 2026 18,446 $1.4M 1.06% EC
29 American Financial Group, Inc. 025932104 Mar 2026 10,584 $1.4M 1.05% EC
30 Oshkosh Corporation 688239201 Mar 2026 9,052 $1.3M 1.03% EC
31 Equity Lifestyle Properties Inc 29472R108 Mar 2026 21,161 $1.3M 1.03% EC
32 Darden Restaurants, Inc. 237194105 Mar 2026 6,620 $1.3M 1.01% EC
33 Provident Financial Services Inc. 74386T105 Mar 2026 60,998 $1.3M 1.00% EC
34 Biomarin Pharmaceutical Inc. 09061G101 Mar 2026 22,718 $1.3M 1.00% EC
35 Fulton Financial Corporation 360271100 Mar 2026 62,822 $1.3M 0.99% EC
36 KBR Inc 48242W106 Mar 2026 34,271 $1.3M 0.98% EC
37 RXO Inc. 74982T103 Mar 2026 85,144 $1.2M 0.97% EC
38 Bank OZK 06417N103 Mar 2026 27,123 $1.2M 0.97% EC
39 United Rentals, Inc. 911363109 Mar 2026 1,702 $1.2M 0.96% EC
40 Leidos Holdings Inc 525327102 Mar 2026 7,964 $1.2M 0.96% EC
41 American Homes 4 Rent 02665T306 Mar 2026 44,346 $1.2M 0.96% EC
42 Sprouts Farmers Markets Inc 85208M102 Mar 2026 15,954 $1.2M 0.96% EC
43 Omnicom Group Inc 681919106 Mar 2026 16,271 $1.2M 0.95% EC
44 Nutanix Inc 67059N108 Mar 2026 32,099 $1.2M 0.95% EC
45 CubeSmart (Maryland) 229663109 Mar 2026 32,739 $1.2M 0.93% EC
46 Dollar Tree Inc 256746108 Mar 2026 10,791 $1.2M 0.92% EC
47 NNN REIT Inc 637417106 Mar 2026 27,784 $1.2M 0.91% EC
48 iShares Trust 464287473 Mar 2026 7,950 $1.2M 0.90% EC
49 Evergy Inc 30034W106 Mar 2026 14,054 $1.2M 0.89% EC
50 Unifirst Corp 904708104 Mar 2026 4,563 $1.1M 0.89% EC
51 Piper Sandler Companies 724078209 Mar 2026 14,964 $1.1M 0.89% EC
52 Broadridge Financial Solutions Inc. 11133T103 Mar 2026 7,002 $1.1M 0.88% EC
53 Selective Insurance Group Inc. 816300107 Mar 2026 14,842 $1.1M 0.87% EC
54 Ameris Bancorp 03076K108 Mar 2026 14,236 $1.1M 0.86% EC
55 Champion Homes Inc. 830830105 Mar 2026 14,678 $1.1M 0.85% EC
56 Weatherford International Plc G48833118 Mar 2026 11,445 $1.1M 0.84% EC
57 Agree Realty Corp 008492100 Mar 2026 14,311 $1.1M 0.84% EC
58 Skywest Inc 830879102 Mar 2026 11,592 $1.1M 0.83% EC
59 Resideo Technologies Inc 76118Y104 Mar 2026 31,002 $1.0M 0.81% EC
60 Group 1 Automotive, Inc. 398905109 Mar 2026 3,126 $1.0M 0.80% EC
61 Eagle Materials Inc. 26969P108 Mar 2026 5,380 $1.0M 0.79% EC
62 ABM Industries Inc. 000957100 Mar 2026 26,394 $1.0M 0.79% EC
63 Vanguard Index Funds 922908611 Mar 2026 4,655 $1.0M 0.79% EC
64 Arcosa Inc 039653100 Mar 2026 9,349 $992K 0.77% EC
65 Houlihan Lokey Inc. 441593100 Mar 2026 6,860 $985K 0.76% EC
66 Photronics Inc. 719405102 Mar 2026 24,279 $981K 0.76% EC
67 CNO Financial Group, Inc. 12621E103 Mar 2026 23,490 $964K 0.75% EC
68 Moelis & Co. 60786M105 Mar 2026 16,812 $958K 0.74% EC
69 H2O America 784305104 Mar 2026 16,294 $956K 0.74% EC
70 Avista Corporation 05379B107 Mar 2026 22,557 $905K 0.70% EC
71 Teradata Corp 88076W103 Mar 2026 34,954 $896K 0.70% EC
72 The Hanover Insurance Group, Inc. 410867105 Mar 2026 5,161 $895K 0.69% EC
73 Lululemon Athletica Inc. 550021109 Mar 2026 5,778 $885K 0.69% EC
74 Veeco Instruments Inc. 922417100 Mar 2026 25,820 $874K 0.68% EC
75 WillScot Holdings Corporation 971378104 Mar 2026 50,023 $868K 0.67% EC
76 Walker & Dunlop Inc. 93148P102 Mar 2026 18,221 $809K 0.63% EC
77 Everest Group Ltd G3223R108 Mar 2026 2,419 $791K 0.61% EC
78 SEI Investments Co 784117103 Mar 2026 9,932 $779K 0.61% EC
79 DexCom Inc 252131107 Mar 2026 11,768 $739K 0.57% EC
80 Hayward Holdings Inc 421298100 Mar 2026 54,450 $729K 0.57% EC
81 Apollo Commercial Real Estate Finance, Inc. 03762U105 Mar 2026 68,489 $723K 0.56% EC
82 Penske Automotive Group, Inc. 70959W103 Mar 2026 4,821 $721K 0.56% EC
83 Pinnacle West Capital Corp. 723484101 Mar 2026 7,151 $720K 0.56% EC
84 Mattel, Inc. 577081102 Mar 2026 49,232 $715K 0.56% EC
85 ACI Worldwide Inc 004498101 Mar 2026 17,401 $714K 0.55% EC
86 MGM Resorts International 552953101 Mar 2026 19,141 $708K 0.55% EC
87 Carters Inc. 146229109 Mar 2026 18,987 $679K 0.53% EC
88 Yeti Holdings Inc 98585X104 Mar 2026 18,115 $663K 0.51% EC
89 Euronet Worldwide, Inc. 298736109 Mar 2026 9,965 $661K 0.51% EC
90 Simply Good Foods Company 82900L102 Mar 2026 45,959 $660K 0.51% EC
91 GATX Corporation 361448103 Mar 2026 3,802 $649K 0.50% EC
92 Assurant Inc. 04621X108 Mar 2026 2,873 $626K 0.49% EC
93 CTS Corporation 126501105 Mar 2026 12,989 $620K 0.48% EC
94 AdaptHealth Corporation 00653Q102 Mar 2026 50,994 $607K 0.47% EC
95 Maximus Inc 577933104 Mar 2026 9,265 $594K 0.46% EC
96 PROG Holdings Inc. 74319R101 Mar 2026 20,646 $592K 0.46% EC
97 Nexstar Media Group Inc 65336K103 Mar 2026 3,259 $589K 0.46% EC
98 Q2 Holdings Inc 74736L109 Mar 2026 12,229 $578K 0.45% EC
99 N/A N/A Mar 2026 558,904 $559K 0.43% STIV
100 Morningstar Inc 617700109 Mar 2026 3,244 $548K 0.43% EC
101 NETSCOUT Systems Inc. 64115T104 Mar 2026 17,077 $543K 0.42% EC
102 WD-40 Co. 929236107 Mar 2026 2,652 $541K 0.42% EC
103 Sonic Automotive, Inc. 83545G102 Mar 2026 7,807 $535K 0.42% EC
104 OFG Bancorp 67103X102 Mar 2026 12,354 $500K 0.39% EC
105 EPR Properties 26884U109 Mar 2026 9,905 $495K 0.38% EC
106 Alarm.com Holdings Inc. 011642105 Mar 2026 11,018 $476K 0.37% EC
107 Match Group Inc 57667L107 Mar 2026 15,091 $463K 0.36% EC
108 Getty Realty Corp 374297109 Mar 2026 13,857 $441K 0.34% EC
109 Green Brick Partners Inc. 392709101 Mar 2026 6,715 $433K 0.34% EC
110 Greif, Inc. 397624107 Mar 2026 6,383 $428K 0.33% EC
111 Exponent Inc 30214U102 Mar 2026 6,052 $395K 0.31% EC
112 Quanex Building Products Corp. 747619104 Mar 2026 20,625 $371K 0.29% EC
113 Four Corners Property Trust Inc. 35086T109 Mar 2026 15,366 $363K 0.28% EC
114 Callaway Golf Co. 131193104 Mar 2026 25,836 $359K 0.28% EC
115 BellRing Intermediate Holdings Inc. 07831C103 Mar 2026 20,149 $324K 0.25% EC
116 Mister Car Wash Inc 60646V105 Mar 2026 46,397 $323K 0.25% EC
117 Innovex International Inc. 457651107 Mar 2026 12,463 $304K 0.24% EC
118 American Assets Trust Inc. 024013104 Mar 2026 16,470 $303K 0.24% EC
119 DoubleVerify Holdings Inc 25862V105 Mar 2026 28,186 $268K 0.21% EC
120 Enact Holdings Inc 29249E109 Mar 2026 6,383 $260K 0.20% EC
121 Payoneer Global Inc. 70451X104 Mar 2026 50,572 $244K 0.19% EC
122 Goosehead Insurance Inc 38267D109 Mar 2026 4,376 $187K 0.14% EC
123 Trupanion Inc 898202106 Mar 2026 6,090 $156K 0.12% EC