Titelia

Holdings of NAA ALL CAP VALUE SERIES

New Age Alpha Variable Funds Trust ·203 declared positions · as of Mar 31, 2026

Original filing · Net assets 85.9M $ · Ten largest lines: 18.5 % of the equity sleeve

Sector breakdown

  • Technology 12.1 %
  • Financials 10.8 %
  • Health care 9.0 %
  • Consumer discretionary 8.3 %
  • Consumer staples 7.1 %
  • Industrials 6.9 %
  • Utilities 5.4 %
  • Energy 4.1 %
  • Communication 2.9 %
  • Materials 2.4 %
  • Real estate 1.6 %
  • Funds 0.7 %
  • Unattributed 28.7 %

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

  • US 97.3 %
  • IE 0.8 %
  • NL 0.8 %
  • BM 0.7 %
  • GB 0.3 %
  • PR 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US19883M $97.31 %
2IE1668.9K $0.78 %
3NL1654.6K $0.77 %
4BM1603.4K $0.71 %
5GB1287.9K $0.34 %
6PR183.5K $0.10 %

Positions

RankCompanySharesValueWeight
101Patterson-UTI Energy Inc 32,220348.9K $0.41 %
102AptarGroup Inc 2,579325K $0.38 %
103Reinsurance Group of America Inc 1,569320.3K $0.37 %
104NOV Inc 16,536311K $0.36 %
105OGE Energy Corp 6,375305.7K $0.36 %
106First Horizon Corp 13,369304.3K $0.35 %
107Owens Corning 2,788301.7K $0.35 %
108Unum Group 4,093298.9K $0.35 %
109Jones Lang LaSalle Inc 956290.9K $0.34 %
110Albertsons Cos Inc 17,024290.1K $0.34 %
111Noble Corp PLC 5,867287.9K $0.34 %
112Nextpower Inc 2,355283.9K $0.33 %
113Matson Inc 1,703279.2K $0.32 %
114Bio-Techne Corp 5,192271.3K $0.32 %
115Autoliv Inc 2,555268.7K $0.31 %
116Maplebear Inc 6,976261.3K $0.30 %
117FNB Corp/PA 15,279255.5K $0.30 %
118FactSet Research Systems Inc 1,171254.1K $0.30 %
119Rexford Industrial Realty Inc 7,746253.5K $0.30 %
120Lear Corp 2,092253.3K $0.29 %
121Match Group Inc 7,971244.8K $0.28 %
122MGM Resorts International 6,581243.6K $0.28 %
123Service Corp International/US 2,861236.1K $0.27 %
124Franklin Resources Inc 9,861232.9K $0.27 %
125Stifel Financial Corp 3,072227.1K $0.26 %
126American Financial Group Inc/OH 1,764225.3K $0.26 %
127Oshkosh Corp 1,500220.8K $0.26 %
128Equity LifeStyle Properties Inc 3,519219.7K $0.26 %
129Provident Financial Services Inc 10,155214.9K $0.25 %
130BioMarin Pharmaceutical Inc 3,786213.9K $0.25 %
131Fulton Financial Corp 10,438212.3K $0.25 %
132KBR Inc 5,699210.1K $0.24 %
133Bank OZK 4,515207.2K $0.24 %
134RXO Inc 14,116206.4K $0.24 %
135American Homes 4 Rent 7,371205.8K $0.24 %
136Sprouts Farmers Market Inc 2,660205.2K $0.24 %
137Nutanix Inc 5,332202.7K $0.24 %
138CubeSmart 5,443199.5K $0.23 %
139NNN REIT Inc 4,623194.3K $0.23 %
140UniFirst Corp/MA 767193K $0.22 %
141Piper Sandler Cos 2,490190.6K $0.22 %
142Selective Insurance Group Inc 2,476186.7K $0.22 %
143Ameris Bancorp 2,374185.1K $0.22 %
144Champion Homes Inc 2,460183K $0.21 %
145Weatherford International PLC 1,901179.8K $0.21 %
146Agree Realty Corp 2,383179.6K $0.21 %
147SkyWest Inc 1,933177.5K $0.21 %
148Resideo Technologies Inc 5,152173.7K $0.20 %
149Group 1 Automotive Inc 518171.3K $0.20 %
150Eagle Materials Inc 895169.6K $0.20 %
151ABM Industries Inc 4,384168.9K $0.20 %
152Arcosa Inc 1,556165.2K $0.19 %
153Houlihan Lokey Inc 1,145164.4K $0.19 %
154Photronics Inc 4,018162.4K $0.19 %
155CNO Financial Group Inc 3,905160.3K $0.19 %
156H2O America 2,719159.5K $0.19 %
157Moelis & Co 2,797159.4K $0.19 %
158Hanover Insurance Group Inc/The 871151K $0.18 %
159Avista Corp 3,750150.5K $0.18 %
160Teradata Corp 5,818149.1K $0.17 %
161Veeco Instruments Inc 4,282145K $0.17 %
162WillScot Holdings Corp 8,324144.5K $0.17 %
163Walker & Dunlop Inc 3,021134.1K $0.16 %
164SEI Investments Co 1,652129.6K $0.15 %
165Hayward Holdings Inc 9,053121.1K $0.14 %
166Apollo Commercial Real Estate Finance, Inc. 11,388120.3K $0.14 %
167Penske Automotive Group Inc 802119.9K $0.14 %
168Mattel Inc 8,184118.9K $0.14 %
169ACI Worldwide Inc 2,894118.7K $0.14 %
170Carter's Inc 3,165113.2K $0.13 %
171Euronet Worldwide Inc 1,664110.4K $0.13 %
172YETI Holdings Inc 3,009110.1K $0.13 %
173Simply Good Foods Co/The 7,648109.7K $0.13 %
174GATX Corp 640109.3K $0.13 %
175CTS Corp 2,158103.1K $0.12 %
176AdaptHealth Corp 8,524101.4K $0.12 %
177PROG Holdings Inc 3,44098.7K $0.11 %
178Maximus Inc 1,53698.5K $0.11 %
179Nexstar Media Group Inc 54398.2K $0.11 %
180Q2 Holdings Inc 2,03096K $0.11 %
181Morningstar Inc 54091.3K $0.11 %
182NetScout Systems Inc 2,85690.8K $0.11 %
183Sonic Automotive Inc 1,31390K $0.10 %
184WD-40 Co 44189.9K $0.10 %
185OFG Bancorp 2,06383.5K $0.10 %
186EPR Properties 1,64382.1K $0.10 %
187Alarm.com Holdings Inc 1,84279.6K $0.09 %
188Getty Realty Corp 2,30673.3K $0.09 %
189Green Brick Partners Inc 1,12572.5K $0.08 %
190Greif Inc 1,07071.8K $0.08 %
191Exponent Inc 1,02066.6K $0.08 %
192Quanex Building Products Corp 3,43761.8K $0.07 %
193Four Corners Property Trust Inc 2,56660.7K $0.07 %
194Callaway Golf Co 4,29059.5K $0.07 %
195BellRing Brands Inc 3,34853.9K $0.06 %
196Mister Car Wash Inc 7,71553.8K $0.06 %
197Innovex International Inc 2,09251K $0.06 %
198American Assets Trust Inc 2,74250.5K $0.06 %
199DoubleVerify Holdings Inc 4,68844.5K $0.05 %
200Enact Holdings Inc 1,06843.6K $0.05 %