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Holdings (Monthly) Guide ↗

Naa Smid-Cap Value Series

· New Age Alpha Variable Funds Trust
Monthly Holdings $141M AUM 11 positions Period Jun 2026 Filed Aug 19, 2026 EDGAR ↗ ← All Funds
All 195 New 11 Added 73 Reduced 39 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 PROVIDENT FINANCIAL SERVICES INC 74386T105 Mar 2026 61,060 +62 $1.4M +11.8% 1.03% EC
2 OSHKOSH CORP 688239201 Mar 2026 9,061 +9 $1.4M +4.4% 0.99% EC
3 CNO FINANCIAL GROUP INC 12621E103 Mar 2026 23,542 +52 $1.2M +24.4% 0.85% EC
4 AVISTA CORP 05379B107 Mar 2026 22,587 +30 $924K +2.1% 0.66% EC
5 PINNACLE WEST CAPITAL CORP 723484101 Mar 2026 7,152 +1 $765K +6.2% 0.54% EC
6 NETSCOUT SYSTEMS INC 64115T104 Mar 2026 17,136 +59 $746K +37.5% 0.53% EC
7 EURONET WORLDWIDE INC 298736109 Mar 2026 10,015 +50 $733K +10.8% 0.52% EC
8 N/A N/A Mar 2026 673,067 +114,164 $673K +20.4% 0.48% STIV
9 Q2 HOLDINGS INC 74736L109 Mar 2026 12,237 +8 $589K +1.8% 0.42% EC
10 CALLAWAY GOLF COMPANY 131193104 Mar 2026 25,837 +1 $485K +35.4% 0.35% EC
11 QUANEX BUILDING PRODUCTS CORP 747619104 Mar 2026 20,705 +80 $386K +4.0% 0.27% EC