Fund Holdings — New Age Alpha Advisors, LLC

Total Portfolio Value
$2.27B
Total Bought
$442.03M
Total Sold
$485.32M
Net Transaction
-$43.29M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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NVIDIA CORP(NVDA)346,168355,602+9,43437,51856,1822.47%+18,664
BROADCOM INC(AVGO)85,791117,508+31,71714,36432,3911.43%+18,027
MICROSOFT CORPORATION(MSFT)187,160172,565-14,59570,25885,8363.78%+15,578
ALPHABET, INC. - CLASS C(GOOG)98,216161,497+63,28115,34428,6481.26%+13,304
TAIWAN SEMIC-ADR(TSM)196,200196,200032,56944,4371.96%+11,868
JPMORGAN CHASE & CO(JPM)58,67177,935+19,26414,39222,5940.99%+8,202
STRYKER CORP(SYK)3,72623,266+19,5401,3879,2050.41%+7,818
DOLLAR TREE INC(DLTR)073,475+73,47507,2770.32%+7,277
DIGITAL REALTY TRUST(DLR)34,27469,490+35,2164,91112,1140.53%+7,203
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)89,000155,074+66,0749,94916,3010.72%+6,352
MICRON TECHNOLOGY INC(MU)41,43178,596+37,1653,6009,6870.43%+6,087
WALMART INC(WMT)114,392161,588+47,19610,04215,8000.70%+5,758
CROWDSTRIKE HOLDINGS, INC(CRWD)12,00018,823+6,8234,2319,5870.42%+5,356
META PLATFORMS, INC. CL A(META)30,08330,673+59017,33922,6391.00%+5,301
JOHNSON & JOHNSON(JNJ)13031,712+31,582224,8440.21%+4,822
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)21,205227,477+206,2723755,0180.22%+4,643
AIR LEASE CORPORATION
CL A
17,34893,615+76,2678385,4760.24%+4,637
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)128,328236,251+107,9235,1879,5110.42%+4,324
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)38,43243,815+5,3839,96013,9180.61%+3,958
DYNATRACE INC(DT)6,40076,473+70,0733024,2220.19%+3,920
EQUITABLE HOLDINGS, INC065,859+65,85903,6950.16%+3,695
MAPLEBEAR, INC.(CART)079,156+79,15603,5810.16%+3,581
ITT INC(ITT)11,72832,310+20,5821,5155,0670.22%+3,552
COLGATE-PALMOLIVE COMPANY(CL)45,50785,971+40,4644,2647,8150.34%+3,551
OKTA, INC.(OKTA)035,163+35,16303,5150.15%+3,515
LAM RESEARCH CORP.(LRCX)13,25344,915+31,6629634,3720.19%+3,409
ONEOK, INC.(OKE)27142,048+41,777273,4320.15%+3,405
HOME DEPOT, INC. (THE)(HD)259,307+9,28293,4120.15%+3,403
GUIDEWIRE SOFTWARE, INC.(GWRE)014,101+14,10103,3200.15%+3,320
AT&T INC.(T)8,375121,931+113,5562373,5290.16%+3,292
MID-AMERICA APAR(MAA)2,96725,422+22,4554973,7630.17%+3,266
ALPHABET, INC. - CLASS A(GOOG)90,84798,232+7,38514,04917,3110.76%+3,263
UBER TECHNOLOGIE(UBER)156,852156,913+6111,42814,6400.64%+3,212
VANGUARD S/C V E10,25625,857+15,6011,9115,0420.22%+3,132
SUN COMMUNITIES(SUI)93025,492+24,5621203,2240.14%+3,105
FOUR CORNERS PRO(FCPT)0114,610+114,61003,0840.14%+3,084
CISCO SYSTEMS INC(CSCO)168,933193,805+24,87210,42513,4460.59%+3,021
AUTOMATIC DATA PROCESSING9,65919,027+9,3682,9515,8680.26%+2,917
ATI CORP LTD.(ATI)7,29537,780+30,4853803,2620.14%+2,882
AMEREN CORP(AEE)029,567+29,56702,8400.12%+2,840
MERCK & CO., INC.(MRK)105,652155,209+49,5579,48312,2860.54%+2,803
VENTAS INC(VTR)48,16596,006+47,8413,3126,0630.27%+2,751
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.1,51745,801+44,284842,5910.11%+2,507
GROCERY OUTLET(GO)14,013215,220+201,2071962,6730.12%+2,477
FIRST SOLAR, INC.(FSLR)19,64729,892+10,2452,4844,9480.22%+2,464
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)151,940187,280+35,34010,88213,2500.58%+2,368
INTERNAT BUSINESS MACH(IBM)08,018+8,01802,3640.10%+2,364
ISHARES IBOXX H/Y CORP BD12,16841,195+29,0279603,3220.15%+2,362
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)10,00010,00003,0535,2920.23%+2,239
BOSTON PROPERTIES, INC.(BXP)032,430+32,43002,1880.10%+2,188
BAKER HUGHES COMPANY(BKR)66,398132,847+66,4492,9185,0930.22%+2,175
BOOKING HOLDINGS, INC.(BKNG)1,5271,578+517,0359,1350.40%+2,101
WELLTOWER INC(WELL)87,549100,173+12,62413,41315,4000.68%+1,986
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)67417,410+16,736651,8990.08%+1,833
PALO ALTO NETWORKS(PANW)36,69339,551+2,8586,2618,0940.36%+1,832
SCHLUMBERGER LTD(SLB)95,493172,069+76,5763,9925,8160.26%+1,824
LYONDELLBASELL-A
SHS - A -
31031,604+31,294221,8290.08%+1,807
GENERAL ELECTRIC CO(GE)30,65830,827+1696,1367,9350.35%+1,798
STIFEL FINANCIAL(SF)26,90641,606+14,7002,5364,3180.19%+1,782
CSG SYSTEMS INTL027,118+27,11801,7710.08%+1,771
NOVANTA, INC.(NOVT)7,58421,149+13,5659702,7270.12%+1,757
ACCENTURE PLC-A
SHS CLASS A
285,785+5,75791,7290.08%+1,720
GOLDMAN SACHS GROUP INC(GS)6,7367,568+8323,6805,3560.24%+1,676
EVERTEC, INC.(EVTC)045,599+45,59901,6440.07%+1,644
MASTERCARD INC - CLASS A(MA)13,41216,006+2,5947,3518,9940.40%+1,643
UDR INC(UDR)23,66665,542+41,8761,0692,6760.12%+1,607
AMERICAN EXPRESS COMPANY(AXP)26,13827,076+9387,0328,6370.38%+1,604
ISHARES RUSSELL MIDCAP7,56617,758+10,1928892,4630.11%+1,574
REGENCY CENTERS(REG)13,48935,652+22,1639952,5390.11%+1,545
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)1,82248,237+46,415601,5200.07%+1,460
COMFORT SYSTEMS USA INC.(FIX)7,1756,971-2042,3133,7380.16%+1,425
VERTIV HOLDING-A(VRT)25,00025,00001,8053,2100.14%+1,405
TRANE TECHNOLOGI(TT)4233,478+3,0551431,5210.07%+1,379
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New Age Alpha Advisors, LLC — 13F Holdings — Q2 2025 | TickerTrail