Titelia

Holdings of NAA MID GROWTH FUND

New Age Alpha Funds Trust · Original filing · Compare with another fund · Report an error

Net assets
67.7M $ including 67.4M $ in equities, 99.6 %
Positions
127 in 5 countries
Top ten
19.6 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Ciena Corp 4,7551.8M $2.73 %
2TechnipFMC PLC 21,7751.5M $2.22 %
3MasTec Inc 4,3111.4M $2.05 %
4Coherent Corp 5,7081.4M $2.01 %
5Curtiss-Wright Corp 1,8231.2M $1.83 %
6ATI Inc 8,3711.2M $1.80 %
7Woodward Inc 3,3631.2M $1.78 %
8nVent Electric PLC 10,1621.2M $1.78 %
9BWX Technologies Inc 5,7391.2M $1.73 %
10Carpenter Technology Corp 2,9331.2M $1.71 %
11United Therapeutics Corp 1,8841.1M $1.65 %
12MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 4,7211M $1.55 %
13EchoStar Corp 8,367979.5K $1.45 %
14ITT Inc 5,116974.8K $1.44 %
15Tenet Healthcare Corp 4,966937.1K $1.38 %
16Neurocrine Biosciences Inc 6,779893.1K $1.32 %
17RB Global Inc 9,274888.9K $1.31 %
18Kratos Defense & Security Solutions, Inc. 12,453878.1K $1.30 %
19Everpure Inc 14,614862.8K $1.27 %
20New York Times Co/The 10,197853.8K $1.26 %
21Comfort Systems USA Inc 611842.6K $1.24 %
22Five Below Inc 3,622827.6K $1.22 %
23Okta Inc 10,344814.2K $1.20 %
24Burlington Stores Inc 2,502814.1K $1.20 %
25MKS Inc 3,538813.1K $1.20 %
26Somnigroup International Inc 10,924807.5K $1.19 %
27Crowdstrike Holdings Inc 2,062805K $1.19 %
28Nextpower Inc 6,655802.3K $1.19 %
29Newmont Corp 7,397800.7K $1.18 %
30Penumbra Inc 2,438800.6K $1.18 %
31Amgen Inc 2,254793.1K $1.17 %
32Philip Morris International Inc. 4,643767.7K $1.13 %
33Dynatrace Inc 20,720766.2K $1.13 %
34Ensign Group Inc/The 3,794764.5K $1.13 %
35Guidewire Software Inc 4,980744.8K $1.10 %
36General Dynamics Corp 2,086716K $1.06 %
37Rambus Inc 8,272711.6K $1.05 %
38Medpace Holdings Inc 1,456699.2K $1.03 %
39Texas Roadhouse Inc 4,233699K $1.03 %
40Globus Medical Inc 7,758668.4K $0.99 %
41Dycom Industries Inc 1,968666.8K $0.99 %
42SPX Technologies Inc 3,329665.6K $0.98 %
43DT Midstream Inc 4,917662.2K $0.98 %
44Flowserve Corp 8,920655.7K $0.97 %
45TopBuild Corp 1,851650.3K $0.96 %
46Encompass Health Corp 6,683646.4K $0.95 %
47Chart Industries Inc 2,960612K $0.90 %
48Constellation Energy Corp. 2,159602.9K $0.89 %
49Mueller Industries Inc 5,214577.7K $0.85 %
50iShares Trust 4,399563.6K $0.83 %
51Docusign Inc 11,429541.8K $0.80 %
52EMCOR Group Inc 729538.2K $0.80 %
53WP Carey Inc 7,785529.1K $0.78 %
54Tetra Tech Inc 17,073514.2K $0.76 %
55Watts Water Technologies Inc 1,745506.6K $0.75 %
56Kinsale Capital Group Inc 1,452496.1K $0.73 %
57Interactive Brokers Group Inc 7,309490.2K $0.72 %
58Evercore Inc 1,637488.7K $0.72 %
59Clean Harbors Inc 1,701487.7K $0.72 %
60Halozyme Therapeutics Inc 7,389477.6K $0.71 %
61Omega Healthcare Investors Inc 10,877476.6K $0.70 %
62East West Bancorp Inc 4,451475.2K $0.70 %
63HealthEquity Inc 5,616469.3K $0.69 %
64RenaissanceRe Holdings Ltd 1,523452.7K $0.67 %
65Lamar Advertising Co 3,454437.5K $0.65 %
66Donaldson Co Inc 5,151437.2K $0.65 %
67iShares S&P Mid-Cap 400 Growth ETF 4,232425.8K $0.63 %
68Stifel Financial Corp 5,654417.9K $0.62 %
69United Rentals Inc 555404.4K $0.60 %
70Equity LifeStyle Properties Inc 6,390398.9K $0.59 %
71Expedia Group Inc 1,688389.7K $0.58 %
72Simon Property Group Inc 2,060384.3K $0.57 %
73Churchill Downs Inc 4,217378.8K $0.56 %
74Onto Innovation Inc 1,731355K $0.52 %
75Gaming and Leisure Properties Inc 7,746343.7K $0.51 %
76AECOM 4,019340.9K $0.50 %
77Hims & Hers Health Inc 15,905330.2K $0.49 %
78First Solar Inc 1,669329.2K $0.49 %
79Carlyle Group Inc/The 6,716325K $0.48 %
80Manhattan Associates Inc 2,421322.3K $0.48 %
81Ventas Inc 3,879317.2K $0.47 %
82Paylocity Holding Corp 2,860309K $0.46 %
83Primerica Inc 1,212303.6K $0.45 %
84Boyd Gaming Corp 3,633298.6K $0.44 %
85Cognex Corp 5,985293.2K $0.43 %
86Grand Canyon Education Inc 1,722292.8K $0.43 %
87Chewy Inc 10,729289.7K $0.43 %
88Cullen/Frost Bankers Inc 2,108289K $0.43 %
89Cirrus Logic Inc 1,995288.5K $0.43 %
90Wingstop Inc 1,861288.4K $0.43 %
91SEI Investments Co 3,608283.1K $0.42 %
92Houlihan Lokey Inc 1,943279.1K $0.41 %
93Travel + Leisure Co 4,021278.2K $0.41 %
94Dropbox Inc 11,909270.6K $0.40 %
95Core & Main Inc 5,452269.3K $0.40 %
96Silicon Laboratories Inc 1,243258.7K $0.38 %
97Planet Fitness Inc 3,402253K $0.37 %
98Appfolio Inc 1,499236.6K $0.35 %
99Simpson Manufacturing Co Inc 1,348231.3K $0.34 %
100Doximity Inc 9,486221K $0.33 %

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Sector breakdown

  • Industrials 14.9 %
  • Technology 7.4 %
  • Materials 6.0 %
  • Health care 4.5 %
  • Consumer staples 2.3 %
  • Energy 2.2 %
  • Consumer discretionary 1.8 %
  • Communication 1.6 %
  • Financials 1.4 %
  • Real estate 1.0 %
  • Utilities 0.9 %
  • Funds 0.6 %
  • Unattributed 55.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 93.8 %
  • United Kingdom 2.2 %
  • Ireland 1.8 %
  • Canada 1.5 %
  • Bermuda 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States12263.3M $93.81 %
2United Kingdom11.5M $2.23 %
3Ireland11.2M $1.78 %
4Canada21M $1.51 %
5Bermuda1452.7K $0.67 %
Cite this page

Titelia. "Holdings of NAA MID GROWTH FUND". https://titelia.com/en/funds/S000087628