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Holdings (Monthly) Guide ↗

Naa World Equity Income Series

· New Age Alpha Variable Funds Trust
Monthly Holdings $125M AUM 176 positions Period Jun 2026 Filed Aug 19, 2026 EDGAR ↗ ← All Funds
All 2 New 1 Added 171 Reduced 2 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 BROADCOM INC 11135F101 Mar 2026 28,165 -6,147 $10.6M +0.2% 8.53% EC
2 JP MORGAN CHASE & COMPANY 46625H100 Mar 2026 12,430 -2,703 $4.1M -8.6% 3.26% EC
3 MITSUBISHI UFJ FINANCIAL GROUP INC J44497105 Mar 2026 186,732 -40,800 $3.7M -1.2% 2.95% EC
4 HSBC HOLDINGS PLC G4634U169 Mar 2026 157,423 -34,462 $3.0M -5.2% 2.39% EC
5 LAM RESEARCH CORP 512807306 Mar 2026 6,432 -1,411 $2.8M +66.3% 2.23% EC
6 JOHNSON & JOHNSON 478160104 Mar 2026 10,962 -2,394 $2.8M -14.7% 2.23% EC
7 EXXON MOBIL CORP 30231G102 Mar 2026 20,327 -4,416 $2.8M -33.8% 2.23% EC
8 WALMART INC 931142103 Mar 2026 20,877 -4,563 $2.4M -25.2% 1.89% EC
9 CISCO SYSTEMS INC 17275R102 Mar 2026 19,731 -4,307 $2.3M +24.3% 1.86% EC
10 SIEMENS AG D69671218 Mar 2026 6,863 -1,499 $2.2M +10.8% 1.77% EC
11 SONY GROUP CORP J76379106 Mar 2026 109,092 -23,800 $2.2M -20.5% 1.76% EC
12 NOVARTIS AG H5820Q150 Mar 2026 13,025 -2,822 $2.0M -16.1% 1.64% EC
13 BANCO BILBAO VIZCAYA ARGENTARIA SA E11805103 Mar 2026 75,727 -16,539 $1.9M -2.8% 1.52% EC
14 NESTLE' SA/AG H57312649 Mar 2026 18,347 -4,036 $1.9M -14.1% 1.51% EC
15 MIZUHO FINANCIAL GROUP INC J4599L102 Mar 2026 38,152 -8,300 $1.8M +2.0% 1.46% EC
16 ALLIANZ SE D03080112 Mar 2026 3,543 -772 $1.7M -6.5% 1.34% EC
17 HOME DEPOT INC (THE) 437076102 Mar 2026 4,611 -1,007 $1.6M -12.0% 1.30% EC
18 PROCTER & GAMBLE COMPANY (THE) 742718109 Mar 2026 10,565 -2,326 $1.5M -16.8% 1.24% EC
19 COCA-COLA COMPANY (THE) 191216100 Mar 2026 18,376 -4,033 $1.5M -12.4% 1.20% EC
20 CHEVRON CORP 166764100 Mar 2026 8,996 -1,963 $1.5M -34.2% 1.19% EC
21 MERCK & COMPANY INC 58933Y105 Mar 2026 11,604 -2,545 $1.5M -12.4% 1.19% EC
22 GOLDMAN SACHS GROUP INC (THE) 38141G104 Mar 2026 1,443 -311 $1.5M -1.6% 1.17% EC
23 BANK OF NOVA SCOTIA (THE) 064149107 Mar 2026 15,582 -3,399 $1.4M +2.9% 1.09% EC
24 TOTALENERGIES SE F92124100 Mar 2026 17,061 -3,734 $1.3M -30.5% 1.06% EC
25 INTERNATIONAL BUSINESS MACHINES CORP 459200101 Mar 2026 4,579 -995 $1.3M -4.7% 1.03% EC
26 TOKIO MARINE HOLDINGS INC J86298106 Mar 2026 28,596 -6,200 $1.3M -22.4% 1.02% EC
27 MORGAN STANLEY 617446448 Mar 2026 5,914 -1,286 $1.2M +4.3% 0.99% EC
28 BRITISH AMERICAN TOBACCO PLC G1510J102 Mar 2026 19,909 -4,351 $1.2M -12.0% 0.99% EC
29 ABB LTD (CH) H0010V101 Mar 2026 11,045 -2,427 $1.2M +9.3% 0.96% EC
30 RTX CORP 75513E101 Mar 2026 6,226 -1,357 $1.2M -19.2% 0.95% EC
31 CITIGROUP INC 172967424 Mar 2026 8,408 -1,825 $1.2M +1.4% 0.94% EC
32 UNICREDIT SPA T9T23L642 Mar 2026 12,815 -2,796 $1.1M +2.3% 0.92% EC
33 LVMH MOET HENNESSY LOUIS VUITTON SE F58485115 Mar 2026 2,025 -441 $1.1M -15.2% 0.90% EC
34 AGNICO EAGLE MINES LTD 008474108 Mar 2026 6,764 -1,492 $1.1M -37.3% 0.84% EC
35 VOLVO AB 928856301 Mar 2026 30,808 -6,711 $1.0M -13.5% 0.84% EC
36 SEAGATE TECHNOLOGY HOLDINGS PLC G7997R103 Mar 2026 1,063 -226 $1.0M +103.1% 0.82% EC
37 CORNING INC 219350105 Mar 2026 3,983 -870 $1.0M +54.2% 0.82% EC
38 CANADIAN PACIFIC KANSAS CITY LTD 13646K108 Mar 2026 11,624 -2,541 $1.0M -9.6% 0.81% EC
39 INTESA SANPAOLO SPA T55067101 Mar 2026 135,850 -29,665 $929K -5.9% 0.74% EC
40 ING GROEP NV N4578E595 Mar 2026 29,397 -6,416 $929K -0.1% 0.74% EC
41 UBS GROUP AG H42097107 Mar 2026 18,646 -4,067 $924K +5.9% 0.74% EC
42 AMGEN INC 031162100 Mar 2026 2,481 -541 $898K -15.5% 0.72% EC
43 TC ENERGY CORP 87807B107 Mar 2026 13,438 -2,935 $890K -13.2% 0.71% EC
44 VANGUARD INDEX FUNDS 922908363 Mar 2026 1,276 -279 $876K -5.7% 0.70% EC
45 SPDR S&P 500 ETF TRUST 78462F103 Mar 2026 1,173 -257 $876K -5.8% 0.70% EC
46 SUMITOMO ELECTRIC INDUSTRIES LTD J77411114 Mar 2026 48,528 +33,896 $874K +13.1% 0.70% EC
47 BNP PARIBAS SA F1058Q238 Mar 2026 7,390 -1,615 $862K +2.3% 0.69% EC
48 PEPSICO INC 713448108 Mar 2026 6,307 -1,377 $854K -28.4% 0.68% EC
49 VERIZON COMMUNICATIONS INC 92343V104 Mar 2026 19,814 -4,345 $839K -30.8% 0.67% EC
50 TJX COMPANIES INC (THE) 872540109 Mar 2026 5,259 -1,146 $797K -22.1% 0.64% EC
51 WALT DISNEY COMPANY (THE) 254687106 Mar 2026 8,266 -1,798 $796K -18.0% 0.64% EC
52 NATIONAL BANK OF CANADA 633067103 Mar 2026 4,897 -1,068 $773K +0.2% 0.62% EC
53 NORDEA BANK ABP X5S8VL105 Mar 2026 40,435 -8,796 $766K -8.5% 0.61% EC
54 SANOFI SA F5548N101 Mar 2026 8,895 -1,924 $763K -27.0% 0.61% EC
55 UNION PACIFIC CORP 907818108 Mar 2026 2,777 -605 $755K -7.9% 0.61% EC
56 ISHARES TRUST 464287465 Mar 2026 7,174 -1,565 $745K -12.2% 0.60% EC
57 KDDI CORP J31843105 Mar 2026 43,936 -9,500 $742K -19.1% 0.59% EC
58 GILEAD SCIENCES INC 375558103 Mar 2026 5,840 -1,277 $738K -25.6% 0.59% EC
59 N/A N/A Mar 2026 711,561 -2,342,271 $712K -76.7% 0.57% STIV
60 BAE SYSTEMS PLC G06940103 Mar 2026 28,575 -6,261 $699K -31.1% 0.56% EC
61 D'IETEREN GROUP NV/SA B49343187 Mar 2026 3,371 -732 $656K -12.6% 0.53% EC
62 SWEDBANK AB W94232100 Mar 2026 17,479 -3,815 $653K -9.0% 0.52% EC
63 AXA SA F06106102 Mar 2026 12,826 -2,797 $642K -9.4% 0.51% EC
64 CVS HEALTH CORP 126650100 Mar 2026 6,104 -1,330 $631K +18.3% 0.51% EC
65 DNB BANK ASA R1R15X100 Mar 2026 21,164 -4,635 $630K -21.5% 0.50% EC
66 PROGRESSIVE CORP (THE) 743315103 Mar 2026 2,795 -612 $611K -9.6% 0.49% EC
67 SOFTBANK CORP J75963132 Mar 2026 462,752 -101,300 $592K -21.1% 0.47% EC
68 CHUBB LTD (SWITZERLAND) H1467J104 Mar 2026 1,686 -368 $574K -14.2% 0.46% EC
69 WASTE CONNECTIONS INC 94106B101 Mar 2026 3,365 -737 $561K -15.8% 0.45% EC
70 TRANE TECHNOLOGIES PLC G8994E103 Mar 2026 1,108 -239 $544K -3.1% 0.44% EC
71 AL SYDBANK A/S K9419V113 Mar 2026 6,115 -1,338 $538K -9.2% 0.43% EC
72 DEUTSCHE BOERSE AG D1882G119 Mar 2026 1,900 -414 $518K -22.8% 0.42% EC
73 STRYKER CORP 863667101 Mar 2026 1,632 -357 $514K -21.4% 0.41% EC
74 SOUTHERN COMPANY (THE) 842587107 Mar 2026 5,177 -1,138 $495K -18.7% 0.40% EC
75 BANK OF NEW YORK MELLON CORP (THE) 064058100 Mar 2026 3,407 -739 $493K +0.2% 0.39% EC
76 MEDTRONIC PLC G5960L103 Mar 2026 6,221 -1,361 $487K -25.9% 0.39% EC
77 EQUINIX INC 29444U700 Mar 2026 466 -100 $486K -12.4% 0.39% EC
78 DUKE ENERGY CORP 26441C204 Mar 2026 3,653 -804 $462K -20.8% 0.37% EC
79 NEWMONT CORP 651639106 Mar 2026 4,941 -1,070 $461K -29.1% 0.37% EC
80 SVENSKA HANDELSBANKEN AB W9112U104 Mar 2026 31,183 -6,799 $459K -7.1% 0.37% EC
81 GENERAL DYNAMICS CORP 369550108 Mar 2026 1,206 -262 $427K -15.2% 0.34% EC
82 SUMITOMO MITSUI TRUST GROUP INC J7772M102 Mar 2026 11,000 -2,300 $410K -0.2% 0.33% EC
83 FREEPORT-MCMORAN INC 35671D857 Mar 2026 6,438 -1,401 $405K -12.1% 0.32% EC
84 TESCO PLC G8T67X102 Mar 2026 64,893 -14,151 $395K -20.2% 0.32% EC
85 KONINKLIJKE AHOLD DELHAIZE NV N0074E105 Mar 2026 9,779 -2,138 $393K -29.3% 0.32% EC
86 WASTE MANAGEMENT INC 94106L109 Mar 2026 1,690 -369 $377K -20.4% 0.30% EC
87 TRANSDIGM GROUP INC 893641100 Mar 2026 282 -60 $376K -5.2% 0.30% EC
88 ACCENTURE PLC G1151C101 Mar 2026 2,923 -638 $364K -48.5% 0.29% EC
89 MARRIOTT INTERNATIONAL INC 571903202 Mar 2026 976 -213 $362K -7.0% 0.29% EC
90 ORANGE SA F6866T100 Mar 2026 19,126 -4,170 $360K -24.5% 0.29% EC
91 SIMON PROPERTY GROUP INC 828806109 Mar 2026 1,536 -334 $344K -1.5% 0.28% EC
92 CIGNA GROUP (THE) 125523100 Mar 2026 1,227 -266 $338K -15.1% 0.27% EC
93 TRAVELERS COMPANIES INC (THE) 89417E109 Mar 2026 1,024 -221 $338K -6.9% 0.27% EC
94 ROYAL CARIBBEAN CRUISES LTD V7780T103 Mar 2026 1,058 -230 $336K -5.2% 0.27% EC
95 ROYAL UNIBREW A/S K8390X122 Mar 2026 5,083 -1,112 $335K -33.3% 0.27% EC
96 INTERCONTINENTAL EXCHANGE INC 45866F104 Mar 2026 2,681 -586 $330K -35.8% 0.26% EC
97 GENERAL MOTORS COMPANY 37045V100 Mar 2026 4,279 -933 $330K -15.1% 0.26% EC
98 ECOLAB INC 278865100 Mar 2026 1,180 -258 $329K -14.1% 0.26% EC
99 MOTOROLA SOLUTIONS INC 620076307 Mar 2026 791 -171 $328K -21.3% 0.26% EC
100 HOLCIM AG H3816Q102 Mar 2026 3,575 -781 $322K -8.8% 0.26% EC
101 ROSS STORES INC 778296103 Mar 2026 1,508 -329 $321K -19.3% 0.26% EC
102 COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN SCA F61824870 Mar 2026 8,127 -1,779 $313K -6.3% 0.25% EC
103 BANK OF IRELAND GROUP PLC G0756R109 Mar 2026 15,520 -3,393 $309K -8.5% 0.25% EC
104 AENA SME SA E526LK101 Mar 2026 9,979 -2,176 $304K -15.3% 0.24% EC
105 NIPPON STEEL CORP J55678106 Mar 2026 88,000 -19,200 $290K -25.4% 0.23% EC
106 ALLSTATE CORP (THE) 020002101 Mar 2026 1,205 -262 $287K -5.7% 0.23% EC
107 DELTA AIR LINES INC 247361702 Mar 2026 3,002 -652 $281K +15.7% 0.23% EC
108 IMPERIAL BRANDS PLC G4720C107 Mar 2026 7,417 -1,618 $274K -25.1% 0.22% EC
109 SUNBELT RENTALS HOLDINGS INC 866966104 Mar 2026 3,740 -818 $273K -4.9% 0.22% EC
110 CINTAS CORP 172908105 Mar 2026 1,598 -351 $272K -17.6% 0.22% EC
111 REALTY INCOME CORP 756109104 Mar 2026 4,349 -951 $269K -16.9% 0.22% EC
112 FORD MOTOR CO 345370860 Mar 2026 18,406 -4,015 $256K -1.1% 0.21% EC
113 MAGNA INTERNATIONAL INC 559222401 Mar 2026 3,820 -835 $251K -3.4% 0.20% EC
114 ASAHI GROUP HOLDINGS LTD J02100113 Mar 2026 25,000 -5,400 $238K -21.6% 0.19% EC
115 JULIUS BAER GROUP AG H4414N103 Mar 2026 2,690 -586 $232K -3.6% 0.19% EC
116 EXELON CORP 30161N101 Mar 2026 4,785 -1,057 $223K -22.1% 0.18% EC
117 HUMANA INC 444859102 Mar 2026 554 -121 $220K +88.0% 0.18% EC
118 SWISS LIFE HOLDING AG H8404J162 Mar 2026 198 -42 $218K -16.6% 0.17% EC
119 TERNA - RETE ELETTRICA NAZIONALE SPA T9471R100 Mar 2026 18,104 -3,961 $212K -15.8% 0.17% EC
120 HANNOVER RUECK SE D3015J135 Mar 2026 754 -163 $209K -26.5% 0.17% EC
121 LEGAL & GENERAL GROUP PLC G54404127 Mar 2026 53,885 -11,725 $204K -4.4% 0.16% EC
122 COCA-COLA EUROPACIFIC PARTNERS PLC G25839104 Mar 2026 2,041 -435 $204K -9.0% 0.16% EC
123 EVOLUTION AB W3287P115 Mar 2026 2,942 -642 $202K -8.9% 0.16% EC
124 BECTON DICKINSON & COMPANY 075887109 Mar 2026 1,326 -290 $201K -21.0% 0.16% EC
125 YUM! BRANDS INC 988498101 Mar 2026 1,242 -271 $199K -15.6% 0.16% EC
126 SEKISUI HOUSE LTD J70746136 Mar 2026 9,529 -1,900 $198K -21.8% 0.16% EC
127 MSCI INC 55354G100 Mar 2026 345 -74 $193K -14.4% 0.15% EC
128 PUBLIC SERVICE ENTERPRISE GROUP INC 744573106 Mar 2026 2,372 -520 $193K -17.8% 0.15% EC
129 GARMIN LTD H2906T109 Mar 2026 786 -170 $187K -15.8% 0.15% EC
130 ROGERS COMMUNICATIONS INC 775109200 Mar 2026 5,573 -1,213 $181K -30.5% 0.15% EC
131 MERLIN PROPERTIES SOCIMI SA E7390Z100 Mar 2026 10,111 -2,196 $177K -11.7% 0.14% EC
132 BEAZLEY PLC G0936K107 Mar 2026 9,423 -2,054 $161K -16.4% 0.13% EC
133 ORION OYJ X6002Y112 Mar 2026 1,907 -413 $157K -16.2% 0.13% EC
134 NETAPP INC 64110D104 Mar 2026 1,010 -220 $156K +24.1% 0.13% EC
135 SEGRO PLC G80277141 Mar 2026 13,350 -2,889 $155K +11.3% 0.12% EC
136 DTE ENERGY COMPANY 233331107 Mar 2026 1,005 -221 $153K -14.6% 0.12% EC
137 SIEMENS HEALTHINEERS AG D6T479107 Mar 2026 3,886 -843 $152K -23.5% 0.12% EC
138 NRG ENERGY INC 629377508 Mar 2026 1,024 -220 $150K -17.7% 0.12% EC
139 THOMSON REUTERS CORP 884903881 Jun 2026 1,800 NEW $147K 0.12% EC
140 ZOETIS INC 98978V103 Mar 2026 1,997 -438 $144K -50.1% 0.11% EC
141 GAMES WORKSHOP GROUP PLC G3715N102 Mar 2026 500 -104 $143K +1.2% 0.11% EC
142 XYLEM INC 98419M100 Mar 2026 1,166 -253 $138K -18.7% 0.11% EC
143 SOUTHWEST AIRLINES COMPANY 844741108 Mar 2026 2,664 -581 $137K +12.4% 0.11% EC
144 SMURFIT WESTROCK PLC G8267P108 Mar 2026 2,871 -629 $133K -4.8% 0.11% EC
145 VICI PROPERTIES INC 925652109 Mar 2026 5,002 -1,097 $133K -20.3% 0.11% EC
146 NISOURCE INC 65473P105 Mar 2026 2,647 -581 $126K -16.4% 0.10% EC
147 AVALONBAY COMMUNITIES INC 053484101 Mar 2026 655 -146 $124K -5.5% 0.10% EC
148 DUPONT DE NEMOURS INC 26614N201 Jun 2026 896 NEW $122K 0.10% EC
149 ESSEX PROPERTY TRUST INC 297178105 Mar 2026 416 -89 $121K -0.7% 0.10% EC
150 INVITATION HOMES INC 46187W107 Mar 2026 3,990 -871 $121K -0.2% 0.10% EC
151 FIRSTENERGY CORP 337932107 Mar 2026 2,504 -550 $119K -23.1% 0.10% EC
152 EVEREST GROUP LTD G3223R108 Mar 2026 333 -71 $119K -9.9% 0.10% EC
153 EXPEDITORS INTERNATIONAL OF WASHINGTON INC 302130109 Mar 2026 729 -157 $119K -6.4% 0.10% EC
154 AMERICAN WATER WORKS COMPANY INC 030420103 Mar 2026 893 -198 $118K -20.9% 0.09% EC
155 ARES MANAGEMENT CORP 03990B101 Mar 2026 1,031 -224 $115K -16.2% 0.09% EC
156 VERISIGN INC 92343E102 Mar 2026 449 -97 $113K -16.7% 0.09% EC
157 W. R. BERKLEY CORP 084423102 Mar 2026 1,580 -345 $111K -12.7% 0.09% EC
158 SPIRAX GROUP PLC G83561129 Mar 2026 1,213 -263 $110K -16.9% 0.09% EC
159 BUNZL PLC G16968110 Mar 2026 3,152 -668 $110K -3.6% 0.09% EC
160 CONSTELLATION BRANDS INC 21036P108 Mar 2026 782 -170 $109K -23.8% 0.09% EC
161 CDW CORP 12514G108 Mar 2026 760 -165 $107K -4.5% 0.09% EC
162 OPEN TEXT CORP 683715106 Mar 2026 4,796 -1,042 $106K -18.4% 0.09% EC
163 HOSHIZAKI CORP J23254105 Mar 2026 3,200 -600 $104K -13.8% 0.08% EC
164 SEVERN TRENT PLC G8056D159 Mar 2026 2,607 -572 $102K -21.6% 0.08% EC
165 GENUINE PARTS COMPANY 372460105 Mar 2026 853 -194 $101K -9.1% 0.08% EC
166 OMNICOM GROUP INC 681919106 Mar 2026 1,352 -295 $98K -20.6% 0.08% EC
167 LENNAR CORP 526057104 Mar 2026 1,079 -235 $98K -14.4% 0.08% EC
168 JAPAN REAL ESTATE INVESTMENT CORP J27523109 Mar 2026 131 -28 $93K -20.3% 0.07% EC
169 COGNIZANT TECHNOLOGY SOLUTIONS CORP 192446102 Mar 2026 2,236 -488 $87K -48.2% 0.07% EC
170 FACTSET RESEARCH SYSTEMS INC 303075105 Mar 2026 369 -81 $85K -13.1% 0.07% EC
171 FOX CORP 35137L105 Mar 2026 1,534 -333 $80K -26.6% 0.06% EC
172 ROLLINS INC 775711104 Mar 2026 1,812 -382 $76K -35.5% 0.06% EC
173 BROADRIDGE FINANCIAL SOLUTIONS INC 11133T103 Mar 2026 551 -119 $75K -30.7% 0.06% EC
174 WATERS CORP 941848103 Mar 2026 179 -38 $67K +3.9% 0.05% EC
Thomson Reuters Corp 884903808 2,187 SOLD $0.2M
Dupont De Nemours Inc 26614N102 3,276 SOLD $0.2M