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Holdings (Monthly) Guide ↗

Naa Smid-Cap Value Series

· New Age Alpha Variable Funds Trust
Monthly Holdings $141M AUM 73 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 OWENS CORNING 690742101 Mar 2026 14,851 -1,885 $2.4M +30.3% 1.68% EC
2 OGE ENERGY CORP 670837103 Mar 2026 38,277 -51 $1.9M +1.3% 1.32% EC
3 F.N.B. CORP (PENNSYLVANIA) 302520101 Mar 2026 91,729 -122 $1.8M +14.0% 1.24% EC
4 FIRST HORIZON CORP 320517105 Mar 2026 68,219 -12,196 $1.7M -4.4% 1.24% EC
5 FULTON FINANCIAL CORP 360271100 Mar 2026 62,738 -84 $1.5M +18.8% 1.08% EC
6 ALCOA CORP 013872106 Mar 2026 26,686 -14,194 $1.4M -48.7% 0.99% EC
7 REXFORD INDUSTRIAL REALTY INC 76169C100 Mar 2026 38,578 -7,974 $1.3M -15.2% 0.92% EC
8 EVERGY INC 30034W106 Mar 2026 14,042 -12 $1.2M +5.4% 0.86% EC
9 SELECTIVE INSURANCE GROUP INC 816300107 Mar 2026 12,098 -2,744 $1.2M +4.9% 0.83% EC
10 NOV INC 62955J103 Mar 2026 59,153 -40,197 $1.1M -41.3% 0.78% EC
11 AGREE REALTY CORP 008492100 Mar 2026 14,307 -4 $1.1M +0.4% 0.77% EC
12 NUTANIX INC 67059N108 Mar 2026 21,247 -10,852 $1.1M -11.3% 0.77% EC
13 JONES LANG LASALLE INC 48020Q107 Mar 2026 3,437 -2,303 $1.1M -39.0% 0.76% EC
14 STIFEL FINANCIAL CORP 860630102 Mar 2026 15,166 -3,280 $1.1M -22.4% 0.75% EC
15 RXO INC 74982T103 Mar 2026 36,721 -48,423 $1.0M -18.6% 0.72% EC
16 LEAR CORP 521865204 Mar 2026 7,414 -5,111 $994K -34.5% 0.71% EC
17 CHAMPION HOMES INC 830830105 Mar 2026 11,144 -3,534 $982K -10.0% 0.70% EC
18 FIRSTENERGY CORP 337932107 Mar 2026 20,427 -11,525 $971K -40.0% 0.69% EC
19 CHORD ENERGY CORP 674215207 Mar 2026 8,472 -7,325 $968K -56.9% 0.69% EC
20 PATTERSON-UTI ENERGY INC 703481101 Mar 2026 96,781 -96,982 $888K -57.7% 0.63% EC
21 BANK OZK 06417N103 Mar 2026 16,742 -10,381 $872K -29.9% 0.62% EC
22 ALBERTSONS COMPANIES INC 013091103 Mar 2026 62,333 -39,982 $843K -51.6% 0.60% EC
23 AMERIS BANCORP 03076K108 Mar 2026 9,294 -4,942 $839K -24.4% 0.60% EC
24 MGM RESORTS INTERNATIONAL 552953101 Mar 2026 17,363 -1,778 $830K +17.2% 0.59% EC
25 WILLSCOT HOLDINGS CORP 971378104 Mar 2026 28,555 -21,468 $824K -5.1% 0.59% EC
26 CONOCOPHILLIPS 20825C104 Mar 2026 7,846 -12,340 $816K -69.4% 0.58% EC
27 AUTOLIV INC 052800109 Mar 2026 6,952 -8,428 $808K -50.1% 0.57% EC
28 PIPER SANDLER COMPANIES 724078209 Mar 2026 11,091 -3,873 $802K -30.0% 0.57% EC
29 AMERICAN HOMES 4 RENT 02665T306 Mar 2026 23,889 -20,457 $801K -35.3% 0.57% EC
30 ACI WORLDWIDE INC 004498101 Mar 2026 15,312 -2,089 $770K +7.9% 0.55% EC
31 NNN REIT INC 637417106 Mar 2026 15,747 -12,037 $733K -37.3% 0.52% EC
32 RAYMOND JAMES FINANCIAL INC 754730109 Mar 2026 4,794 -6,226 $729K -54.3% 0.52% EC
33 NEXTPOWER INC 65290E101 Mar 2026 6,061 -8,162 $722K -57.9% 0.51% EC
34 MOELIS & COMPANY 60786M105 Mar 2026 10,778 -6,034 $705K -26.4% 0.50% EC
35 VANGUARD INDEX FUNDS 922908611 Mar 2026 2,882 -1,773 $700K -30.8% 0.50% EC
36 TERADATA CORP 88076W103 Mar 2026 19,395 -15,559 $672K -25.0% 0.48% EC
37 SEI INVESTMENTS COMPANY 784117103 Mar 2026 7,542 -2,390 $662K -15.1% 0.47% EC
38 BIOMARIN PHARMACEUTICAL INC 09061G101 Mar 2026 11,380 -11,338 $651K -49.3% 0.46% EC
39 HAYWARD HOLDINGS INC 421298100 Mar 2026 36,469 -17,981 $631K -13.4% 0.45% EC
40 YETI HOLDINGS INC 98585X104 Mar 2026 12,406 -5,709 $615K -7.2% 0.44% EC
41 MAPLEBEAR INC 565394103 Mar 2026 12,783 -29,231 $605K -61.5% 0.43% EC
42 H2O AMERICA 784305104 Mar 2026 9,930 -6,364 $603K -36.9% 0.43% EC
43 SKYWEST INC 830879102 Mar 2026 5,937 -5,655 $590K -44.6% 0.42% EC
44 ISHARES TRUST 464287473 Mar 2026 3,495 -4,455 $575K -50.3% 0.41% EC
45 REINSURANCE GROUP OF AMERICA INC 759351604 Mar 2026 2,585 -6,855 $550K -71.5% 0.39% EC
46 MATTEL INC 577081102 Mar 2026 38,383 -10,849 $533K -25.5% 0.38% EC
47 RESIDEO TECHNOLOGIES INC 76118Y104 Mar 2026 16,208 -14,794 $504K -51.8% 0.36% EC
48 ARCOSA INC 039653100 Mar 2026 3,398 -5,951 $494K -50.2% 0.35% EC
49 PROG HOLDINGS INC 74319R101 Mar 2026 10,453 -10,193 $487K -17.7% 0.35% EC
50 DEXCOM INC 252131107 Mar 2026 6,988 -4,780 $471K -36.3% 0.33% EC
51 DOLLAR TREE INC 256746108 Mar 2026 3,776 -7,015 $457K -61.4% 0.32% EC
52 NOBLE CORP PLC G65431127 Mar 2026 11,832 -23,348 $441K -74.4% 0.31% EC
53 GATX CORP 361448103 Mar 2026 2,487 -1,315 $441K -32.1% 0.31% EC
54 PHOTRONICS INC 719405102 Mar 2026 13,179 -11,100 $429K -56.3% 0.30% EC
55 MATSON INC 57686G105 Mar 2026 2,205 -7,984 $424K -74.6% 0.30% EC
56 CARDINAL HEALTH INC 14149Y108 Mar 2026 1,676 -7,990 $398K -80.5% 0.28% EC
57 EQUITY LIFESTYLE PROPERTIES INC 29472R108 Mar 2026 5,458 -15,703 $352K -73.4% 0.25% EC
58 SONIC AUTOMOTIVE INC 83545G102 Mar 2026 3,892 -3,915 $330K -38.4% 0.23% EC
59 UNITED RENTALS INC 911363109 Mar 2026 280 -1,422 $317K -74.4% 0.23% EC
60 ADAPTHEALTH CORP 00653Q102 Mar 2026 28,083 -22,911 $293K -51.8% 0.21% EC
61 APOLLO COMMERCIAL REAL ESTATE FINANCE INC 03762U105 Mar 2026 26,829 -41,660 $287K -60.4% 0.20% EC
62 CTS CORP 126501105 Mar 2026 4,369 -8,620 $285K -54.1% 0.20% EC
63 HOULIHAN LOKEY INC 441593100 Mar 2026 1,987 -4,873 $267K -72.9% 0.19% EC
64 SIMPLY GOOD FOODS COMPANY (THE) 82900L102 Mar 2026 18,228 -27,731 $242K -63.3% 0.17% EC
65 EPR PROPERTIES 26884U109 Mar 2026 4,002 -5,903 $232K -53.1% 0.17% EC
66 CARTER'S INC 146229109 Mar 2026 5,099 -13,888 $210K -69.1% 0.15% EC
67 KBR INC 48242W106 Mar 2026 5,608 -28,663 $194K -84.7% 0.14% EC
68 ALARM.COM HOLDINGS INC 011642105 Mar 2026 3,810 -7,208 $178K -62.6% 0.13% EC
69 SPROUTS FARMERS MARKET INC 85208M102 Mar 2026 1,938 -14,016 $164K -86.7% 0.12% EC
70 CUBESMART 229663109 Mar 2026 4,113 -28,626 $164K -86.4% 0.12% EC
71 LULULEMON ATHLETICA INC 550021109 Mar 2026 1,237 -4,541 $141K -84.0% 0.10% EC
72 GOOSEHEAD INSURANCE INC 38267D109 Mar 2026 2,244 -2,132 $109K -41.7% 0.08% EC
73 OFG BANCORP 67103X102 Mar 2026 2,030 -10,324 $100K -80.1% 0.07% EC