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Holdings (Monthly) Guide ↗

Naa Smid-Cap Value Series

· New Age Alpha Variable Funds Trust
Monthly Holdings $141M AUM 39 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
Ecolab Inc. 278865100 7,325 SOLD $1.9M
Aptargroup Inc. 038336103 15,347 SOLD $1.9M
Vulcan Materials Company 929160109 6,714 SOLD $1.8M
Unum Group 91529Y106 24,585 SOLD $1.8M
Service Corporation International 817565104 17,095 SOLD $1.4M
American Financial Group, Inc. 025932104 10,584 SOLD $1.4M
Darden Restaurants, Inc. 237194105 6,620 SOLD $1.3M
Leidos Holdings Inc 525327102 7,964 SOLD $1.2M
Omnicom Group Inc 681919106 16,271 SOLD $1.2M
Unifirst Corp 904708104 4,563 SOLD $1.1M
Broadridge Financial Solutions Inc. 11133T103 7,002 SOLD $1.1M
Weatherford International Plc G48833118 11,445 SOLD $1.1M
Group 1 Automotive, Inc. 398905109 3,126 SOLD $1.0M
Eagle Materials Inc. 26969P108 5,380 SOLD $1.0M
ABM Industries Inc. 000957100 26,394 SOLD $1.0M
The Hanover Insurance Group, Inc. 410867105 5,161 SOLD $0.9M
Veeco Instruments Inc. 922417100 25,820 SOLD $0.9M
Walker & Dunlop Inc. 93148P102 18,221 SOLD $0.8M
Everest Group Ltd G3223R108 2,419 SOLD $0.8M
Penske Automotive Group, Inc. 70959W103 4,821 SOLD $0.7M
Assurant Inc. 04621X108 2,873 SOLD $0.6M
Maximus Inc 577933104 9,265 SOLD $0.6M
Nexstar Media Group Inc 65336K103 3,259 SOLD $0.6M
Morningstar Inc 617700109 3,244 SOLD $0.5M
WD-40 Co. 929236107 2,652 SOLD $0.5M
Match Group Inc 57667L107 15,091 SOLD $0.5M
Getty Realty Corp 374297109 13,857 SOLD $0.4M
Green Brick Partners Inc. 392709101 6,715 SOLD $0.4M
Greif, Inc. 397624107 6,383 SOLD $0.4M
Exponent Inc 30214U102 6,052 SOLD $0.4M
Four Corners Property Trust Inc. 35086T109 15,366 SOLD $0.4M
BellRing Intermediate Holdings Inc. 07831C103 20,149 SOLD $0.3M
Mister Car Wash Inc 60646V105 46,397 SOLD $0.3M
Innovex International Inc. 457651107 12,463 SOLD $0.3M
American Assets Trust Inc. 024013104 16,470 SOLD $0.3M
DoubleVerify Holdings Inc 25862V105 28,186 SOLD $0.3M
Enact Holdings Inc 29249E109 6,383 SOLD $0.3M
Payoneer Global Inc. 70451X104 50,572 SOLD $0.2M
Trupanion Inc 898202106 6,090 SOLD $0.2M