BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

Naa Smid-Cap Value Series

· New Age Alpha Variable Funds Trust
Monthly Holdings $141M AUM 195 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 RELIANCE INC 759509102 Jun 2026 3,896 NEW $1.5M 1.04% EC
2 ENTEGRIS INC 29362U104 Jun 2026 7,636 NEW $1.4M 0.98% EC
3 VALLEY NATIONAL BANCORP 919794107 Jun 2026 93,328 NEW $1.4M 0.97% EC
4 AMERICAN AIRLINES GROUP INC 02376R102 Jun 2026 73,114 NEW $1.3M 0.94% EC
5 TD SYNNEX CORP 87162W100 Jun 2026 4,315 NEW $1.2M 0.82% EC
6 FIRST FINANCIAL BANCORP 320209109 Jun 2026 31,339 NEW $1.1M 0.75% EC
7 HF SINCLAIR CORP 403949100 Jun 2026 15,050 NEW $1.0M 0.75% EC
8 UNITED COMMUNITY BANKS INC 90984P303 Jun 2026 29,842 NEW $1.0M 0.74% EC
9 ANNALY CAPITAL MANAGEMENT INC 035710839 Jun 2026 46,120 NEW $1.0M 0.73% EC
10 KULICKE AND SOFFA INDUSTRIES INC 501242101 Jun 2026 7,562 NEW $1.0M 0.72% EC
11 REGAL REXNORD CORP 758750103 Jun 2026 4,118 NEW $981K 0.70% EC
12 CNH INDUSTRIAL NV N20944109 Jun 2026 86,236 NEW $968K 0.69% EC
13 BORGWARNER INC 099724106 Jun 2026 14,455 NEW $960K 0.68% EC
14 TORO COMPANY 891092108 Jun 2026 9,804 NEW $955K 0.68% EC
15 STEEL DYNAMICS INC 858119100 Jun 2026 4,063 NEW $932K 0.66% EC
16 J.B. HUNT TRANSPORT SERVICES INC 445658107 Jun 2026 3,150 NEW $912K 0.65% EC
17 ULTRA CLEAN HOLDINGS INC 90385V107 Jun 2026 6,201 NEW $884K 0.63% EC
18 PORTLAND GENERAL ELECTRIC COMPANY 736508847 Jun 2026 16,794 NEW $870K 0.62% EC
19 MSC INDUSTRIAL DIRECT CO INC 553530106 Jun 2026 6,844 NEW $814K 0.58% EC
20 BUILDERS FIRSTSOURCE INC 12008R107 Jun 2026 9,078 NEW $812K 0.58% EC
21 TREX COMPANY INC 89531P105 Jun 2026 16,053 NEW $803K 0.57% EC
22 SENSATA TECHNOLOGIES HOLDING PLC G8060N102 Jun 2026 16,623 NEW $794K 0.56% EC
23 WERNER ENTERPRISES INC 950755108 Jun 2026 17,797 NEW $776K 0.55% EC
24 COLUMBIA BANKING SYSTEM INC 197236102 Jun 2026 23,377 NEW $749K 0.53% EC
25 ONEOK INC 682680103 Jun 2026 8,507 NEW $740K 0.53% EC
26 AMKOR TECHNOLOGY INC 031652100 Jun 2026 8,544 NEW $737K 0.52% EC
27 TIMKEN COMPANY (THE) 887389104 Jun 2026 4,936 NEW $717K 0.51% EC
28 CLEVELAND-CLIFFS INC 185899101 Jun 2026 75,416 NEW $708K 0.50% EC
29 FORTUNE BRANDS INNOVATIONS INC 34964C106 Jun 2026 12,877 NEW $707K 0.50% EC
30 IRIDIUM COMMUNICATIONS INC 46269C102 Jun 2026 12,554 NEW $689K 0.49% EC
31 DONALDSON COMPANY INC 257651109 Jun 2026 7,652 NEW $687K 0.49% EC
32 BREAD FINANCIAL HOLDINGS INC 018581108 Jun 2026 6,332 NEW $686K 0.49% EC
33 MOLINA HEALTHCARE INC 60855R100 Jun 2026 2,921 NEW $668K 0.48% EC
34 WARRIOR MET COAL INC 93627C101 Jun 2026 8,222 NEW $667K 0.47% EC
35 INSIGHT ENTERPRISES INC 45765U103 Jun 2026 5,392 NEW $657K 0.47% EC
36 MACY'S INC 55616P104 Jun 2026 27,797 NEW $655K 0.47% EC
37 AGCO CORP 001084102 Jun 2026 5,422 NEW $649K 0.46% EC
38 INVESCO LTD G491BT108 Jun 2026 24,181 NEW $638K 0.45% EC
39 SOUTHWEST AIRLINES COMPANY 844741108 Jun 2026 12,178 NEW $626K 0.45% EC
40 PBF ENERGY INC 69318G106 Jun 2026 13,749 NEW $626K 0.45% EC
41 KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC 499049104 Jun 2026 8,035 NEW $626K 0.44% EC
42 VORNADO REALTY TRUST 929042109 Jun 2026 15,904 NEW $625K 0.44% EC
43 UMB FINANCIAL CORP 902788108 Jun 2026 4,339 NEW $619K 0.44% EC
44 CARRIER GLOBAL CORP 14448C104 Jun 2026 8,371 NEW $614K 0.44% EC
45 CIRRUS LOGIC INC 172755100 Jun 2026 4,114 NEW $611K 0.43% EC
46 MIDDLEBY CORP (THE) 596278101 Jun 2026 3,533 NEW $608K 0.43% EC
47 ONTO INNOVATION INC 683344105 Jun 2026 1,601 NEW $606K 0.43% EC
48 DELTA AIR LINES INC 247361702 Jun 2026 6,147 NEW $576K 0.41% EC
49 ICHOR HOLDINGS LTD G4740B105 Jun 2026 5,036 NEW $565K 0.40% EC
50 PENGUIN SOLUTIONS INC (US) 706915105 Jun 2026 7,410 NEW $563K 0.40% EC
51 SM ENERGY COMPANY 78454L100 Jun 2026 21,437 NEW $560K 0.40% EC
52 PERMIAN RESOURCES CORP 71424F105 Jun 2026 29,918 NEW $551K 0.39% EC
53 COGNEX CORP 192422103 Jun 2026 7,521 NEW $545K 0.39% EC
54 STANLEY BLACK & DECKER INC 854502101 Jun 2026 5,781 NEW $544K 0.39% EC
55 EXELON CORP 30161N101 Jun 2026 11,558 NEW $539K 0.38% EC
56 CORE & MAIN INC 21874C102 Jun 2026 10,895 NEW $526K 0.37% EC
57 POWER INTEGRATIONS INC 739276103 Jun 2026 5,989 NEW $502K 0.36% EC
58 JEFFERIES FINANCIAL GROUP INC 47233W109 Jun 2026 9,873 NEW $493K 0.35% EC
59 DIODES INC 254543101 Jun 2026 4,406 NEW $482K 0.34% EC
60 TEREX CORP 880779103 Jun 2026 6,580 NEW $476K 0.34% EC
61 KENNAMETAL INC 489170100 Jun 2026 13,499 NEW $473K 0.34% EC
62 KNOWLES CORP 49926D109 Jun 2026 11,224 NEW $466K 0.33% EC
63 ON SEMICONDUCTOR CORP 682189105 Jun 2026 4,739 NEW $448K 0.32% EC
64 MKS INC 55306N104 Jun 2026 973 NEW $433K 0.31% EC
65 ADIENT PLC G0084W101 Jun 2026 22,854 NEW $420K 0.30% EC
66 HELMERICH & PAYNE INC 423452101 Jun 2026 12,755 NEW $418K 0.30% EC
67 INTEGRA LIFESCIENCES HOLDINGS CORP 457985208 Jun 2026 22,577 NEW $405K 0.29% EC
68 CROCS INC 227046109 Jun 2026 3,357 NEW $405K 0.29% EC
69 SCHNEIDER NATIONAL INC 80689H102 Jun 2026 11,080 NEW $405K 0.29% EC
70 DENTSPLY SIRONA INC 24906P109 Jun 2026 38,142 NEW $405K 0.29% EC
71 FLAGSTAR BANK NA 649445400 Jun 2026 26,679 NEW $399K 0.28% EC
72 LKQ CORP 501889208 Jun 2026 14,985 NEW $395K 0.28% EC
73 FIRST HAWAIIAN INC 32051X108 Jun 2026 13,451 NEW $394K 0.28% EC
74 APA CORP 03743Q108 Jun 2026 12,033 NEW $392K 0.28% EC
75 ALPHA AND OMEGA SEMICONDUCTOR LTD G6331P104 Jun 2026 8,135 NEW $385K 0.27% EC
76 BRUNSWICK CORP 117043109 Jun 2026 4,488 NEW $378K 0.27% EC
77 KOHL'S CORP 500255104 Jun 2026 21,335 NEW $378K 0.27% EC
78 KIRBY CORP 497266106 Jun 2026 2,772 NEW $377K 0.27% EC
79 UNITED AIRLINES HOLDINGS INC 910047109 Jun 2026 2,759 NEW $375K 0.27% EC
80 UNITED BANKSHARES INC 909907107 Jun 2026 8,117 NEW $372K 0.26% EC
81 COMMERCIAL METALS COMPANY 201723103 Jun 2026 5,793 NEW $364K 0.26% EC
82 LATTICE SEMICONDUCTOR CORP 518415104 Jun 2026 2,371 NEW $363K 0.26% EC
83 REGIONS FINANCIAL CORP 7591EP100 Jun 2026 11,925 NEW $360K 0.26% EC
84 V.F. CORP 918204108 Jun 2026 21,427 NEW $357K 0.25% EC
85 AVNET INC 053807103 Jun 2026 4,009 NEW $356K 0.25% EC
86 ALLEGIANT TRAVEL COMPANY 01748X102 Jun 2026 3,023 NEW $356K 0.25% EC
87 KEYCORP 493267108 Jun 2026 15,380 NEW $355K 0.25% EC
88 FIRST AMERICAN FINANCIAL CORP 31847R102 Jun 2026 5,121 NEW $351K 0.25% EC
89 SOLAREDGE TECHNOLOGIES INC 83417M104 Jun 2026 5,962 NEW $348K 0.25% EC
90 SOUTHSTATE BANK CORP 84472E102 Jun 2026 3,478 NEW $347K 0.25% EC
91 ACADIA HEALTHCARE COMPANY INC 00404A109 Jun 2026 11,353 NEW $335K 0.24% EC
92 GXO LOGISTICS INC 36262G101 Jun 2026 6,535 NEW $331K 0.24% EC
93 ENPHASE ENERGY INC 29355A107 Jun 2026 6,678 NEW $329K 0.23% EC
94 MUELLER WATER PRODUCTS INC 624758108 Jun 2026 12,705 NEW $328K 0.23% EC
95 BOISE CASCADE COMPANY 09739D100 Jun 2026 4,210 NEW $327K 0.23% EC
96 IPG PHOTONICS CORP 44980X109 Jun 2026 2,752 NEW $323K 0.23% EC
97 LANTHEUS HOLDINGS INC 516544103 Jun 2026 2,878 NEW $319K 0.23% EC
98 MANHATTAN ASSOCIATES INC 562750109 Jun 2026 2,273 NEW $317K 0.23% EC
99 CYTOKINETICS INC 23282W605 Jun 2026 3,589 NEW $306K 0.22% EC
100 OLD DOMINION FREIGHT LINE INC 679580100 Jun 2026 1,403 NEW $304K 0.22% EC
101 CDW CORP 12514G108 Jun 2026 2,150 NEW $302K 0.22% EC
102 RALLIANT CORP 750940108 Jun 2026 4,034 NEW $297K 0.21% EC
103 MOHAWK INDUSTRIES INC 608190104 Jun 2026 2,445 NEW $297K 0.21% EC
104 RUSH ENTERPRISES INC 781846209 Jun 2026 4,038 NEW $295K 0.21% EC
105 ESAB CORP 29605J106 Jun 2026 2,978 NEW $294K 0.21% EC
106 CENTURY ALUMINUM COMPANY 156431108 Jun 2026 6,349 NEW $292K 0.21% EC
107 BANKUNITED INC 06652K103 Jun 2026 5,955 NEW $289K 0.21% EC
108 EXTREME NETWORKS INC 30226D106 Jun 2026 8,855 NEW $287K 0.20% EC
109 CRESCENT ENERGY COMPANY 44952J104 Jun 2026 28,721 NEW $282K 0.20% EC
110 COGNIZANT TECHNOLOGY SOLUTIONS CORP 192446102 Jun 2026 7,114 NEW $276K 0.20% EC
111 VONTIER CORP 928881101 Jun 2026 9,484 NEW $275K 0.20% EC
112 A.O. SMITH CORP 831865209 Jun 2026 4,331 NEW $272K 0.19% EC
113 PRUDENTIAL FINANCIAL INC 744320102 Jun 2026 2,477 NEW $267K 0.19% EC
114 RYDER SYSTEM INC 783549108 Jun 2026 1,012 NEW $267K 0.19% EC
115 GATES INDUSTRIAL CORP PLC G39108108 Jun 2026 9,320 NEW $261K 0.19% EC
116 HP INC 40434L105 Jun 2026 11,880 NEW $261K 0.19% EC
117 FLOOR & DECOR HOLDINGS INC 339750101 Jun 2026 4,377 NEW $260K 0.18% EC
118 TELEFLEX INC 879369106 Jun 2026 2,034 NEW $258K 0.18% EC
119 TOLL BROTHERS INC 889478103 Jun 2026 1,550 NEW $255K 0.18% EC
120 GRACO INC 384109104 Jun 2026 3,372 NEW $255K 0.18% EC
121 CRACKER BARREL OLD COUNTRY STORE INC 22410J106 Jun 2026 4,783 NEW $255K 0.18% EC
122 FRANKLIN RESOURCES INC 354613101 Jun 2026 7,599 NEW $253K 0.18% EC
123 JACKSON FINANCIAL INC 46817M107 Jun 2026 2,450 NEW $251K 0.18% EC
124 PAR PACIFIC HOLDINGS INC 69888T207 Jun 2026 4,427 NEW $248K 0.18% EC
125 EVERCORE INC 29977A105 Jun 2026 726 NEW $248K 0.18% EC
126 RINGCENTRAL INC 76680R206 Jun 2026 6,278 NEW $245K 0.17% EC
127 ALASKA AIR GROUP INC 011659109 Jun 2026 4,633 NEW $242K 0.17% EC
128 GARTNER INC 366651107 Jun 2026 1,840 NEW $239K 0.17% EC
129 RITHM CAPITAL CORP 64828T201 Jun 2026 25,293 NEW $238K 0.17% EC
130 MODERNA INC 60770K107 Jun 2026 3,380 NEW $237K 0.17% EC
131 US FOODS HOLDING CORP 912008109 Jun 2026 2,261 NEW $231K 0.16% EC
132 KB HOME 48666K109 Jun 2026 3,647 NEW $228K 0.16% EC
133 NEOGEN CORP 640491106 Jun 2026 25,309 NEW $228K 0.16% EC
134 OMEGA HEALTHCARE INVESTORS INC 681936100 Jun 2026 4,765 NEW $227K 0.16% EC
135 BEST BUY CO INC 086516101 Jun 2026 2,981 NEW $226K 0.16% EC
136 OLD NATIONAL BANCORP 680033107 Jun 2026 8,694 NEW $225K 0.16% EC
137 FORWARD AIR CORP 34986A104 Jun 2026 16,563 NEW $224K 0.16% EC
138 TALOS ENERGY INC 87484T108 Jun 2026 17,048 NEW $220K 0.16% EC
139 FORTIVE CORP 34959J108 Jun 2026 3,568 NEW $218K 0.16% EC
140 CUSHMAN & WAKEFIELD LTD G2717C106 Jun 2026 16,050 NEW $215K 0.15% EC
141 LIBERTY ENERGY INC 53115L104 Jun 2026 8,187 NEW $214K 0.15% EC
142 ARROW ELECTRONICS INC 042735100 Jun 2026 970 NEW $207K 0.15% EC
143 ENVISTA HOLDINGS CORP 29415F104 Jun 2026 7,849 NEW $207K 0.15% EC
144 SAIA INC 78709Y105 Jun 2026 475 NEW $200K 0.14% EC
145 PERRIGO COMPANY PLC G97822103 Jun 2026 18,771 NEW $195K 0.14% EC
146 GODADDY INC 380237107 Jun 2026 2,290 NEW $194K 0.14% EC
147 NUCOR CORP 670346105 Jun 2026 853 NEW $190K 0.14% EC
148 PEABODY ENERGY CORP - 704551100 Jun 2026 8,184 NEW $189K 0.13% EC
149 T. ROWE PRICE GROUP INC 74144T108 Jun 2026 1,619 NEW $184K 0.13% EC
150 COMMVAULT SYSTEMS INC 204166102 Jun 2026 1,279 NEW $181K 0.13% EC
151 OLD REPUBLIC INTERNATIONAL CORP 680223104 Jun 2026 4,388 NEW $180K 0.13% EC
152 KILROY REALTY CORP 49427F108 Jun 2026 4,743 NEW $178K 0.13% EC
153 BENTLEY SYSTEMS INC 08265T208 Jun 2026 5,777 NEW $173K 0.12% EC
154 ADT INC 00090Q103 Jun 2026 25,119 NEW $163K 0.12% EC
155 FIDELITY NATIONAL FINANCIAL INC 31620R303 Jun 2026 3,459 NEW $163K 0.12% EC
156 VIATRIS INC 92556V106 Jun 2026 10,253 NEW $163K 0.12% EC
157 SPS COMMERCE INC 78463M107 Jun 2026 2,846 NEW $163K 0.12% EC
158 CAPITOL FEDERAL FINANCIAL INC 14057J101 Jun 2026 18,790 NEW $160K 0.11% EC
159 BATH & BODY WORKS INC 070830104 Jun 2026 6,913 NEW $160K 0.11% EC
160 W.P. CAREY INC 92936U109 Jun 2026 2,223 NEW $159K 0.11% EC
161 STANDARDAERO INC 85423L103 Jun 2026 5,300 NEW $159K 0.11% EC
162 RH INC 74967X103 Jun 2026 952 NEW $157K 0.11% EC
163 HEALTHCARE REALTY TRUST INC 42226K105 Jun 2026 7,524 NEW $152K 0.11% EC
164 ITRON INC 465741106 Jun 2026 1,657 NEW $143K 0.10% EC
165 HOME BANCSHARES INC 436893200 Jun 2026 5,000 NEW $143K 0.10% EC
166 WEX INC 96208T104 Jun 2026 1,011 NEW $143K 0.10% EC
167 PENTAIR PLC G7S00T104 Jun 2026 1,852 NEW $142K 0.10% EC
168 COGENT COMMUNICATIONS HOLDINGS INC 19239V302 Jun 2026 10,098 NEW $140K 0.10% EC
169 SYNAPTICS INC 87157D109 Jun 2026 1,097 NEW $136K 0.10% EC
170 GENWORTH FINANCIAL INC 37247D106 Jun 2026 13,716 NEW $130K 0.09% EC
171 SYNCHRONY FINANCIAL 87165B103 Jun 2026 1,706 NEW $130K 0.09% EC
172 GAP INC (THE) 364760108 Jun 2026 6,913 NEW $129K 0.09% EC
173 HEWLETT PACKARD ENTERPRISE COMPANY 42824C109 Jun 2026 2,702 NEW $122K 0.09% EC
174 KINETIK HOLDINGS INC 02215L209 Jun 2026 2,436 NEW $118K 0.08% EC
175 HAWAIIAN ELECTRIC INDUSTRIES INC 419870100 Jun 2026 8,658 NEW $117K 0.08% EC
176 DT MIDSTREAM INC 23345M107 Jun 2026 798 NEW $117K 0.08% EC
177 PINNACLE FINANCIAL PARTNERS INC 72348N109 Jun 2026 1,155 NEW $117K 0.08% EC
178 AVIS BUDGET GROUP INC 053774105 Jun 2026 788 NEW $116K 0.08% EC
179 METLIFE INC 59156R108 Jun 2026 1,376 NEW $116K 0.08% EC
180 CHEMOURS COMPANY (THE) 163851108 Jun 2026 5,555 NEW $114K 0.08% EC
181 SAREPTA THERAPEUTICS INC 803607100 Jun 2026 6,322 NEW $114K 0.08% EC
182 IDEX CORP 45167R104 Jun 2026 488 NEW $111K 0.08% EC
183 CLEANSPARK INC 18452B209 Jun 2026 7,478 NEW $109K 0.08% EC
184 VENTAS INC 92276F100 Jun 2026 1,220 NEW $108K 0.08% EC
185 BLACKBAUD INC 09227Q100 Jun 2026 3,649 NEW $108K 0.08% EC
186 ATMUS FILTRATION TECHNOLOGIES INC 04956D107 Jun 2026 2,080 NEW $106K 0.08% EC
187 ALLIANT ENERGY CORP 018802108 Jun 2026 1,294 NEW $99K 0.07% EC
188 ARBOR REALTY TRUST INC 038923108 Jun 2026 17,845 NEW $97K 0.07% EC
189 ATLAS ENERGY SOLUTIONS INC 642045108 Jun 2026 5,711 NEW $95K 0.07% EC
190 ZOETIS INC 98978V103 Jun 2026 1,284 NEW $92K 0.07% EC
191 AECOM 00766T100 Jun 2026 1,269 NEW $89K 0.06% EC
192 EVERFORTH INC 00191U102 Jun 2026 4,465 NEW $80K 0.06% EC
193 CHEWY INC 16679L109 Jun 2026 3,874 NEW $76K 0.05% EC
194 EPAM SYSTEMS INC 29414B104 Jun 2026 854 NEW $68K 0.05% EC
195 AKAMAI TECHNOLOGIES INC 00971T101 Jun 2026 551 NEW $65K 0.05% EC