Titelia

Holdings of NAA MID GROWTH FUND

New Age Alpha Funds Trust · 127 declared positions · as of Mar 31, 2026

Original filing · Net assets 67.7M $ · Ten largest lines: 19.7 % of the equity sleeve

Sector breakdown

  • Technology 5.9 %
  • Industrials 2.9 %
  • Materials 1.2 %
  • Health care 1.2 %
  • Consumer staples 1.1 %
  • Real estate 1.0 %
  • Utilities 0.9 %
  • Funds 0.6 %
  • Unattributed 85.1 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 93.8 %
  • GB 2.2 %
  • IE 1.8 %
  • CA 1.5 %
  • BM 0.7 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US12263.3M $93.81 %
GB11.5M $2.23 %
IE11.2M $1.78 %
CA21M $1.51 %
BM1452.7K $0.67 %

Positions

CompanySharesValueWeight
Ciena Corp 4,7551.8M $2.73 %
TechnipFMC PLC 21,7751.5M $2.22 %
MasTec Inc 4,3111.4M $2.05 %
Coherent Corp 5,7081.4M $2.01 %
Curtiss-Wright Corp 1,8231.2M $1.83 %
ATI Inc 8,3711.2M $1.80 %
Woodward Inc 3,3631.2M $1.78 %
nVent Electric PLC 10,1621.2M $1.78 %
BWX Technologies Inc 5,7391.2M $1.73 %
Carpenter Technology Corp 2,9331.2M $1.71 %
United Therapeutics Corp 1,8841.1M $1.65 %
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 4,7211M $1.55 %
EchoStar Corp 8,367979.5K $1.45 %
ITT Inc 5,116974.8K $1.44 %
Tenet Healthcare Corp 4,966937.1K $1.38 %
Neurocrine Biosciences Inc 6,779893.1K $1.32 %
RB Global Inc 9,274888.9K $1.31 %
Kratos Defense & Security Solutions, Inc. 12,453878.1K $1.30 %
Everpure Inc 14,614862.8K $1.27 %
New York Times Co/The 10,197853.8K $1.26 %
Comfort Systems USA Inc 611842.6K $1.24 %
Five Below Inc 3,622827.6K $1.22 %
Okta Inc 10,344814.2K $1.20 %
Burlington Stores Inc 2,502814.1K $1.20 %
MKS Inc 3,538813.1K $1.20 %
Somnigroup International Inc 10,924807.5K $1.19 %
Crowdstrike Holdings Inc 2,062805K $1.19 %
Nextpower Inc 6,655802.3K $1.19 %
Newmont Corp 7,397800.7K $1.18 %
Penumbra Inc 2,438800.6K $1.18 %
Amgen Inc 2,254793.1K $1.17 %
Philip Morris International Inc. 4,643767.7K $1.13 %
Dynatrace Inc 20,720766.2K $1.13 %
Ensign Group Inc/The 3,794764.5K $1.13 %
Guidewire Software Inc 4,980744.8K $1.10 %
General Dynamics Corp 2,086716K $1.06 %
Rambus Inc 8,272711.6K $1.05 %
Medpace Holdings Inc 1,456699.2K $1.03 %
Texas Roadhouse Inc 4,233699K $1.03 %
Globus Medical Inc 7,758668.4K $0.99 %
Dycom Industries Inc 1,968666.8K $0.99 %
SPX Technologies Inc 3,329665.6K $0.98 %
DT Midstream Inc 4,917662.2K $0.98 %
Flowserve Corp 8,920655.7K $0.97 %
TopBuild Corp 1,851650.3K $0.96 %
Encompass Health Corp 6,683646.4K $0.95 %
Chart Industries Inc 2,960612K $0.90 %
Constellation Energy Corp. 2,159602.9K $0.89 %
Mueller Industries Inc 5,214577.7K $0.85 %
iShares Trust 4,399563.6K $0.83 %
Docusign Inc 11,429541.8K $0.80 %
EMCOR Group Inc 729538.2K $0.80 %
WP Carey Inc 7,785529.1K $0.78 %
Tetra Tech Inc 17,073514.2K $0.76 %
Watts Water Technologies Inc 1,745506.6K $0.75 %
Kinsale Capital Group Inc 1,452496.1K $0.73 %
Interactive Brokers Group Inc 7,309490.2K $0.72 %
Evercore Inc 1,637488.7K $0.72 %
Clean Harbors Inc 1,701487.7K $0.72 %
Halozyme Therapeutics Inc 7,389477.6K $0.71 %
Omega Healthcare Investors Inc 10,877476.6K $0.70 %
East West Bancorp Inc 4,451475.2K $0.70 %
HealthEquity Inc 5,616469.3K $0.69 %
RenaissanceRe Holdings Ltd 1,523452.7K $0.67 %
Lamar Advertising Co 3,454437.5K $0.65 %
Donaldson Co Inc 5,151437.2K $0.65 %
iShares S&P Mid-Cap 400 Growth ETF 4,232425.8K $0.63 %
Stifel Financial Corp 5,654417.9K $0.62 %
United Rentals Inc 555404.4K $0.60 %
Equity LifeStyle Properties Inc 6,390398.9K $0.59 %
Expedia Group Inc 1,688389.7K $0.58 %
Simon Property Group Inc 2,060384.3K $0.57 %
Churchill Downs Inc 4,217378.8K $0.56 %
Onto Innovation Inc 1,731355K $0.52 %
Gaming and Leisure Properties Inc 7,746343.7K $0.51 %
AECOM 4,019340.9K $0.50 %
Hims & Hers Health Inc 15,905330.2K $0.49 %
First Solar Inc 1,669329.2K $0.49 %
Carlyle Group Inc/The 6,716325K $0.48 %
Manhattan Associates Inc 2,421322.3K $0.48 %
Ventas Inc 3,879317.2K $0.47 %
Paylocity Holding Corp 2,860309K $0.46 %
Primerica Inc 1,212303.6K $0.45 %
Boyd Gaming Corp 3,633298.6K $0.44 %
Cognex Corp 5,985293.2K $0.43 %
Grand Canyon Education Inc 1,722292.8K $0.43 %
Chewy Inc 10,729289.7K $0.43 %
Cullen/Frost Bankers Inc 2,108289K $0.43 %
Cirrus Logic Inc 1,995288.5K $0.43 %
Wingstop Inc 1,861288.4K $0.43 %
SEI Investments Co 3,608283.1K $0.42 %
Houlihan Lokey Inc 1,943279.1K $0.41 %
Travel + Leisure Co 4,021278.2K $0.41 %
Dropbox Inc 11,909270.6K $0.40 %
Core & Main Inc 5,452269.3K $0.40 %
Silicon Laboratories Inc 1,243258.7K $0.38 %
Planet Fitness Inc 3,402253K $0.37 %
Appfolio Inc 1,499236.6K $0.35 %
Simpson Manufacturing Co Inc 1,348231.3K $0.34 %
Doximity Inc 9,486221K $0.33 %
Qualys Inc 2,515220.9K $0.33 %
Lantheus Holdings Inc 2,849216.1K $0.32 %
Sprouts Farmers Market Inc 2,673206.2K $0.30 %
Eagle Materials Inc 1,077204K $0.30 %
Ralph Lauren Corp 588202.3K $0.30 %
Workday Inc 1,527198.4K $0.29 %
Dexcom Inc 3,142197.3K $0.29 %
Weatherford International PLC 2,077196.4K $0.29 %
Ollie's Bargain Outlet Holdings Inc 2,116194.8K $0.29 %
TKO Group Holdings Inc 965194.6K $0.29 %
MGIC Investment Corp 7,234189.9K $0.28 %
Amkor Technology Inc 4,179188.2K $0.28 %
Ryan Specialty Holdings Inc 4,968167.6K $0.25 %
elf Beauty Inc 2,616158.6K $0.23 %
SLM Corp 7,297156.2K $0.23 %
Belden Inc 1,259144.6K $0.21 %
Vontier Corp 4,069144.3K $0.21 %
Hamilton Lane Inc 1,435142.6K $0.21 %
Commvault Systems Inc 1,773138.1K $0.20 %
H&R Block Inc 4,192133.1K $0.20 %
Shift4 Payments Inc 3,040132.9K $0.20 %
Morningstar Inc 778131.5K $0.19 %
Novanta Inc 1,088128.5K $0.19 %
Fox Corp 2,126124.2K $0.18 %
Crocs Inc 1,392115.6K $0.17 %
Allegion plc 712103.4K $0.15 %
Abercrombie & Fitch Co 1,104100.9K $0.15 %