Fund Holdings — New Age Alpha Advisors, LLC

Total Portfolio Value
$2.38B
Total Bought
$130.40M
Total Sold
$231.90M
Net Transaction
-$101.49M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)355,602368,932+13,33056,18268,8352.90%+12,654
APPLE INC(AAPL)302,427290,848-11,57962,04974,0593.12%+12,010
ALPHABET INC(GOOG)161,497162,207+71028,64839,5061.66%+10,858
BROADCOM INC(AVGO)117,508129,591+12,08332,39142,7531.80%+10,362
TAIWAN SEMICONDUCTOR MFG LTD(TSM)196,200196,200044,43754,7972.31%+10,359
CHUBB LIMITED
COM
35,62068,143+32,52310,32019,4980.82%+9,178
AT&T INC(T)121,931388,115+266,1843,52910,9600.46%+7,432
ALPHABET INC(GOOG)98,23299,084+85217,31124,0871.01%+6,776
HONEYWELL INTL INC(HON)031,566+31,56606,6450.28%+6,645
MADISON SQUARE GRDN SPRT COR(MSGS)80225,785+24,9831685,8530.25%+5,686
RESIDEO TECHNOLOGIES INC(REZI)227,477222,694-4,7835,0189,6160.40%+4,598
TESLA INC(TSLA)43,81541,398-2,41713,91818,4110.77%+4,492
MICRON TECHNOLOGY INC(MU)78,59681,027+2,4319,68713,5570.57%+3,870
WELLTOWER INC(WELL)100,173107,982+7,80915,40019,2360.81%+3,836
NVENT ELECTRIC PLC(NVT)34,70468,400+33,6962,5425,8660.25%+3,324
JOHNSON CTLS INTL PLC
SHS
29,59058,798+29,2083,1256,3370.27%+3,211
AUTOMATIC DATA PROCESSING IN19,02730,138+11,1115,8688,8460.37%+2,978
CIENA CORP(CIEN)48,63647,494-1,1423,9566,9180.29%+2,963
NEWMONT CORP(NEM)119,210114,491-4,7196,9459,6530.41%+2,708
RENAISSANCERE HLDGS LTD(RNR)10,55020,800+10,2502,5635,1650.22%+2,603
IDEXX LABS INC(IDXX)404,066+4,026212,5980.11%+2,576
OMEGA HEALTHCARE INVS INC(OHI)060,438+60,43802,5520.11%+2,552
CAMDEN PPTY TR(CPT)021,960+21,96002,3450.10%+2,345
SERVICENOW INC(NOW)262,526+2,500272,3250.10%+2,298
WARNER BROS DISCOVERY INC(WBD)0100,000+100,00001,9530.08%+1,953
NEXTRACKER INC111,651108,380-3,2716,0708,0190.34%+1,949
COMFORT SYS USA INC(FIX)6,9716,761-2103,7385,5790.23%+1,841
EXXON MOBIL CORP157,694166,547+8,85316,99918,7780.79%+1,779
UNITEDHEALTH GROUP INC(UNH)35,55836,827+1,26911,09312,7160.54%+1,623
LAM RESEARCH CORP(LRCX)44,91544,372-5434,3725,9410.25%+1,569
ISHARES TR41,19559,815+18,6203,3224,8560.20%+1,534
AMERICAN HOMES 4 RENT(AMH)200,474263,107+62,6337,2318,7480.37%+1,517
LYONDELLBASELL INDUSTRIES N
SHS - A -
31,60462,388+30,7841,8293,3360.14%+1,507
MICROSOFT CORP(MSFT)172,565168,569-3,99685,83687,3103.67%+1,475
TRANE TECHNOLOGIES PLC(TT)3,4786,923+3,4451,5212,9750.13%+1,454
CITIGROUP INC(C)148,509137,850-10,65912,64113,9920.59%+1,351
TERRENO RLTY CORP(TRNO)023,585+23,58501,3380.06%+1,338
TOYOTA MOTOR CORP(TM)70,40070,400012,12713,4530.57%+1,326
ADVANCE AUTO PARTS INC(AAP)98,14795,723-2,4244,5635,8770.25%+1,315
ETSY INC(ETSY)89,16787,095-2,0724,4735,7820.24%+1,310
JPMORGAN CHASE & CO.(JPM)77,93575,722-2,21322,59423,8851.00%+1,291
AAR CORP64,63963,034-1,6054,4475,6520.24%+1,206
FIRST SOLAR INC(FSLR)29,89227,806-2,0864,9486,1320.26%+1,184
UNITED THERAPEUTICS CORP DEL(UTHR)9,5079,218-2892,7323,8640.16%+1,132
CATERPILLAR INC(CAT)20,03218,603-1,4297,7778,8760.37%+1,100
ELI LILLY & CO(LLY)10,89212,550+1,6588,4919,5760.40%+1,085
MEDTRONIC PLC(MDT)12,10023,327+11,2271,0552,1270.09%+1,072
FIRSTENERGY CORP(FE)236,251230,229-6,0229,51110,5490.44%+1,038
SIMON PPTY GROUP INC NEW(SPG)102,30993,151-9,15816,44717,4820.74%+1,034
KITE RLTY GROUP TR(KRG)046,220+46,22001,0310.04%+1,031
REXFORD INDL RLTY INC(REXR)228,429222,456-5,9738,1259,1450.38%+1,020
BAKER HUGHES COMPANY(BKR)132,847125,356-7,4915,0936,1070.26%+1,014
WALMART INC(WMT)161,588162,769+1,18115,80016,7750.71%+975
MEDPACE HLDGS INC(MEDP)5,2065,057-1491,6342,6000.11%+966
MAXIMUS INC(MMS)50,66749,443-1,2243,5574,5180.19%+961
JOHNSON & JOHNSON(JNJ)31,71231,296-4164,8445,8030.24%+959
FIVE BELOW INC(FIVE)48,08046,878-1,2026,3077,2520.31%+945
LYFT INC(LYFT)150,000150,00002,3643,3020.14%+938
AMPHENOL CORP NEW67,06160,858-6,2036,6227,5310.32%+909
TENET HEALTHCARE CORP(THC)41,03940,010-1,0297,2238,1240.34%+901
BANK AMERICA CORP247,798244,052-3,74611,72612,5910.53%+865
GE VERNOVA INC(GEV)10,00010,00005,2926,1490.26%+858
PREMIER INC181,744174,028-7,7163,9864,8380.20%+852
CARETRUST REIT INC(CTRE)188,512190,311+1,7995,7686,6000.28%+832
MERCK & CO INC(MRK)155,209155,769+56012,28613,0740.55%+787
ROYAL CARIBBEAN GROUP
COM
2,5594,938+2,3798011,5710.07%+770
WEATHERFORD INTL PLC(WFRD)45,83744,718-1,1192,3063,0600.13%+754
OSHKOSH CORP(OSK)57,02355,656-1,3676,4747,2190.30%+744
UBER TECHNOLOGIES INC(UBER)156,913156,780-13314,64015,3600.65%+720
JACOBS SOLUTIONS INC(J)46,82845,861-9676,1566,8730.29%+717
GROCERY OUTLET HLDG CORP(GO)215,220210,758-4,4622,6733,3830.14%+710
EMCOR GROUP INC(EME)7,2927,067-2253,9004,5900.19%+690
INTERACTIVE BROKERS GROUP IN(IBKR)68,63865,243-3,3953,8034,4890.19%+686
JONES LANG LASALLE INC(JLL)19,43318,964-4694,9715,6570.24%+686
TJX COS INC NEW(TJX)35,48534,963-5224,3825,0540.21%+672
VULCAN MATLS CO(VMC)22,50821,227-1,2815,8716,5300.27%+659
OMNICOM GROUP INC(OMC)82,87781,167-1,7105,9626,6180.28%+655
BWX TECHNOLOGIES INC(BWXT)18,72618,144-5822,6983,3450.14%+648
PROLOGIS INC.(PLD)155,074147,996-7,07816,30116,9490.71%+647
FREEPORT-MCMORAN INC(FCX)74,23398,266+24,0333,2183,8540.16%+636
NORTHROP GRUMMAN CORP(NOC)6,1826,103-793,0913,7190.16%+628
EXPEDIA GROUP INC(EXPE)16,06715,607-4602,7103,3360.14%+626
L3HARRIS TECHNOLOGIES INC(LHX)12,15012,006-1443,0483,6670.15%+619
AUTOLIV INC(ALV)68,37966,915-1,4647,6528,2640.35%+612
GE AEROSPACE(GE)30,82728,411-2,4167,9358,5470.36%+612
ALCOA CORP(AA)228,902223,883-5,0196,7557,3640.31%+609
PRICESMART INC(PSMT)46,17544,751-1,4244,8505,4230.23%+573
DOUGLAS EMMETT INC(DEI)9,75846,188+36,4301477190.03%+572
AMERICAN FINL GROUP INC OHIO35,34734,495-8524,4615,0270.21%+565
GOLDMAN SACHS GROUP INC(GS)7,5687,431-1375,3565,9180.25%+561
VENTAS INC(VTR)96,00694,524-1,4826,0636,6160.28%+553
ITT INC(ITT)32,31031,403-9075,0675,6140.24%+546
IQVIA HLDGS INC(IQV)18,32518,070-2552,8883,4320.14%+544
GARMIN LTD(GRMN)2,2374,439+2,2024671,0090.04%+542
HOME DEPOT INC(HD)9,3079,752+4453,4123,9510.17%+539
CHEVRON CORP NEW(CVX)37,92338,360+4375,4305,9570.25%+527
HALOZYME THERAPEUTICS INC(HALO)27,26526,509-7561,4181,9440.08%+526
EVERGY INC(EVRG)93,49191,591-1,9006,4446,9630.29%+518
MORGAN STANLEY(MS)34,34633,688-6584,8385,3550.23%+517
AMERIS BANCORP(ABCB)73,40671,705-1,7014,7495,2570.22%+507
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New Age Alpha Advisors, LLC — 13F Holdings — Q3 2025 | TickerTrail