Fund HoldingsNew Age Alpha Advisors, LLC

Total Portfolio Value
$2.27B
Total Bought
$444.80M
Total Sold
$490.58M
Net Transaction
-$45.78M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORP(NVDA)0355,602+355,602056,1822.47%+56,182
BROADCOM INC(AVGO)0117,508+117,508032,3911.43%+32,391
MICROSOFT CORPORATION(MSFT)187,160172,565-14,59570,25885,8363.78%+15,578
ALPHABET, INC. - CLASS C(GOOG)0161,497+161,497028,6481.26%+28,648
TAIWAN SEMIC-ADR(TSM)0196,200+196,200044,4371.96%+44,437
JPMORGAN CHASE & CO(JPM)077,935+77,935022,5940.99%+22,594
STRYKER CORP(SYK)023,266+23,26609,2050.41%+9,205
DOLLAR TREE INC(DLTR)073,475+73,47507,2770.32%+7,277
DIGITAL REALTY TRUST(DLR)069,490+69,490012,1140.53%+12,114
NEWMONT CORPORATION(NEM)0119,210+119,21006,9450.31%+6,945
ALCOA CORPORATION(AA)0228,902+228,90206,7550.30%+6,755
PROLOGIS, INC.(PLD)0155,074+155,074016,3010.72%+16,301
MICRON TECHNOLOGY INC(MU)41,43178,596+37,1653,6009,6870.43%+6,087
WALMART INC(WMT)0161,588+161,588015,8000.70%+15,800
CROWDSTRIKE HOLDINGS, INC(CRWD)12,00018,823+6,8234,2319,5870.42%+5,356
META PLATFORMS, INC. CL A(META)030,673+30,673022,6391.00%+22,639
JOHNSON & JOHNSON(JNJ)031,712+31,71204,8440.21%+4,844
FNB CORPORATION(FNB)0324,200+324,20004,7270.21%+4,727
RAYMOND JAMES FINANCIAL(RJF)030,783+30,78304,7210.21%+4,721
RESIDO TECHNOLOGIES INC(REZI)0227,477+227,47705,0180.22%+5,018
AIR LEASE CORPORATION
CL A
093,615+93,61505,4760.24%+5,476
CHORD ENERGY CORPORATION(CHRD)047,871+47,87104,6360.20%+4,636
ELEMENT SOLUTIONS, INC.(ESI)0202,673+202,67304,5910.20%+4,591
O-I GLASS, INC.(OI)0307,072+307,07204,5260.20%+4,526
BANK OZK(OZK)094,997+94,99704,4710.20%+4,471
AAR CORPORATION064,639+64,63904,4470.20%+4,447
NEXSTAR MEDIA GROUP, INC.(NXST)025,491+25,49104,4090.19%+4,409
FIRSTENERGY CORP(FE)0236,251+236,25109,5110.42%+9,511
LULULEMON ATHLETICA(LULU)7,54126,320+18,7792,1356,2530.28%+4,119
WILLSCOT MOBILE(WSC)0149,515+149,51504,0970.18%+4,097
TESLA INC(TSLA)043,815+43,815013,9180.61%+13,918
DYNATRACE INC(DT)076,473+76,47304,2220.19%+4,222
EQUITABLE HOLDINGS, INC065,859+65,85903,6950.16%+3,695
MAPLEBEAR, INC.(CART)079,156+79,15603,5810.16%+3,581
ITT INC(ITT)032,310+32,31005,0670.22%+5,067
COLGATE-PALMOLIVE COMPANY(CL)085,971+85,97107,8150.34%+7,815
OKTA, INC.(OKTA)035,163+35,16303,5150.15%+3,515
LAM RESEARCH CORP.(LRCX)044,915+44,91504,3720.19%+4,372
ONEOK, INC.(OKE)042,048+42,04803,4320.15%+3,432
HOME DEPOT, INC. (THE)(HD)09,307+9,30703,4120.15%+3,412
GUIDEWIRE SOFTWARE, INC.(GWRE)014,101+14,10103,3200.15%+3,320
AT&T INC.(T)0121,931+121,93103,5290.16%+3,529
MID-AMERICA APAR(MAA)025,422+25,42203,7630.17%+3,763
ALPHABET, INC. - CLASS A(GOOG)098,232+98,232017,3110.76%+17,311
UBER TECHNOLOGIE(UBER)156,852156,913+6111,42814,6400.64%+3,212
VANGUARD S/C V E025,857+25,85705,0420.22%+5,042
SUN COMMUNITIES(SUI)025,492+25,49203,2240.14%+3,224
FOUR CORNERS PRO(FCPT)0114,610+114,61003,0840.14%+3,084
CISCO SYSTEMS INC(CSCO)0193,805+193,805013,4460.59%+13,446
AUTOMATIC DATA PROCESSING9,65919,027+9,3682,9515,8680.26%+2,917
ATI CORP LTD.(ATI)037,780+37,78003,2620.14%+3,262
AMEREN CORP(AEE)029,567+29,56702,8400.12%+2,840
MERCK & CO., INC.(MRK)0155,209+155,209012,2860.54%+12,286
VENTAS INC(VTR)096,006+96,00606,0630.27%+6,063
Owens Corning(OC)019,897+19,89702,7360.12%+2,736
T ROWE PRICE GROUP INC(TROW)027,359+27,35902,6400.12%+2,640
CITIGROUP, INC.(C)141,045148,509+7,46410,01312,6410.56%+2,628
FIVE BELOW, INC.(FIVE)49,88548,080-1,8053,7386,3070.28%+2,570
ALARM.COM HOLDINGS, INC.045,801+45,80102,5910.11%+2,591
GROCERY OUTLET(GO)0215,220+215,22002,6730.12%+2,673
FIRST SOLAR, INC.(FSLR)029,892+29,89204,9480.22%+4,948
ISHARES RUSSELL MIDCAP20,99138,561+17,5702,6445,0950.22%+2,451
AMAZON.COM INC(AMZN)303,643274,306-29,33757,77160,1802.65%+2,409
COCA-COLA CO (THE)(KO)0187,280+187,280013,2500.58%+13,250
INTERNAT BUSINESS MACH(IBM)08,018+8,01802,3640.10%+2,364
ISHARES IBOXX H/Y CORP BD041,195+41,19503,3220.15%+3,322
PEPSICO INC(PEP)47,67371,907+24,2347,1489,4950.42%+2,347
HOST HOTELS & RE(HST)0152,057+152,05702,3360.10%+2,336
SALESFORCE, INC.(CRM)34,73942,417+7,6789,32311,5670.51%+2,244
GE VERNOVA INC(GEV)010,000+10,00005,2920.23%+5,292
BOSTON PROPERTIES, INC.(BXP)032,430+32,43002,1880.10%+2,188
BAKER HUGHES COMPANY(BKR)0132,847+132,84705,0930.22%+5,093
BOOKING HOLDINGS, INC.(BKNG)01,578+1,57809,1350.40%+9,135
WELLTOWER INC(WELL)0100,173+100,173015,4000.68%+15,400
INTUITIVE SURGICAL INC6,7629,791+3,0293,3495,3210.23%+1,972
HIMS & HERS HEALTH INC(HIMS)038,768+38,76801,9330.09%+1,933
CHEWY INC - CLASS A(CHWY)043,469+43,46901,8530.08%+1,853
DOXIMITY INC-CLASS A(DOCS)029,949+29,94901,8370.08%+1,837
PLANET FITNESS, INC.(PLNT)017,410+17,41001,8990.08%+1,899
PALO ALTO NETWORKS(PANW)039,551+39,55108,0940.36%+8,094
SCHLUMBERGER LTD(SLB)0172,069+172,06905,8160.26%+5,816
LYONDELLBASELL-A
SHS - A -
031,604+31,60401,8290.08%+1,829
GENERAL ELECTRIC CO(GE)30,65830,827+1696,1367,9350.35%+1,798
STIFEL FINANCIAL(SF)041,606+41,60604,3180.19%+4,318
CSG SYSTEMS INTL027,118+27,11801,7710.08%+1,771
NOVANTA, INC.(NOVT)021,149+21,14902,7270.12%+2,727
ACCENTURE PLC-A
SHS CLASS A
05,785+5,78501,7290.08%+1,729
GOLDMAN SACHS GROUP INC(GS)07,568+7,56805,3560.24%+5,356
EVERTEC, INC.(EVTC)045,599+45,59901,6440.07%+1,644
MASTERCARD INC - CLASS A(MA)016,006+16,00608,9940.40%+8,994
UDR INC(UDR)065,542+65,54202,6760.12%+2,676
AMERICAN EXPRESS COMPANY(AXP)027,076+27,07608,6370.38%+8,637
ISHARES RUSSELL MIDCAP017,758+17,75802,4630.11%+2,463
REGENCY CENTERS(REG)035,652+35,65202,5390.11%+2,539
Shift4 Pmts, Inc. CL A(FOUR)015,249+15,24901,5110.07%+1,511
SLM CORPORATION(SLM)045,723+45,72301,4990.07%+1,499
YETI HOLDINGS IN(YETI)048,237+48,23701,5200.07%+1,520
COMFORT SYSTEMS USA INC.(FIX)06,971+6,97103,7380.16%+3,738
VERTIV HOLDING-A(VRT)025,000+25,00003,2100.14%+3,210
TRANE TECHNOLOGI(TT)03,478+3,47801,5210.07%+1,521
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