Titelia

Portefeuille de NAA SMALL CAP VALUE SERIES

New Age Alpha Variable Funds Trust · 125 positions déclarées · au 31 mars 2026

Document d’origine · Actif net 49,2 M $ · Dix premières lignes : 19.5 % de la poche actions

Répartition par pays

Parts calculées sur la poche actions, seule partie couverte par ce site.

PaysLignesValeur (USD)Part
US 12347,7 M $98,54 %
GB 1391,5 k $0,81 %
CA 1313,7 k $0,65 %

La répartition sectorielle n’est publiée dans aucun document réglementaire : ni les formulaires N-PORT ni le référentiel LEI ne portent de code d’activité. Elle est absente plutôt qu’estimée.

Positions

SociétéTitresValeur (USD)Poids
BorgWarner Inc 29 0891,6 M $3,21 %
Eastman Chemical Co 15 7501,2 M $2,44 %
LKQ Corp 34 5071 M $2,06 %
Magnolia Oil & Gas Corp 27 405865,2 k $1,76 %
GXO Logistics Inc 16 453853,1 k $1,74 %
Lincoln National Corp 23 256825,6 k $1,68 %
VF Corp 46 391788,2 k $1,60 %
Core Natural Resources Inc 7 374772,3 k $1,57 %
Rayonier Inc 37 434771,9 k $1,57 %
California Resources Corp 10 969759,3 k $1,54 %
Enphase Energy Inc 18 841712,4 k $1,45 %
Matson Inc 4 213690,7 k $1,40 %
Atlantic Union Bankshares Corp 19 268688,6 k $1,40 %
Meritage Homes Corp 10 389642,5 k $1,31 %
Selective Insurance Group Inc 8 082609,3 k $1,24 %
Vanguard Index Funds 2 804609,2 k $1,24 %
iShares Russell 2000 Value ETF 3 187604,2 k $1,23 %
Group 1 Automotive Inc 1 798594,5 k $1,21 %
Telephone and Data Systems Inc 13 999589,4 k $1,20 %
Weatherford International PLC 6 208587,2 k $1,19 %
Peabody Energy Corp 17 651581,6 k $1,18 %
Patterson-UTI Energy Inc 53 047574,5 k $1,17 %
Cabot Corp 7 466562,3 k $1,14 %
Flagstar Bank NA 41 628548,2 k $1,12 %
Bath & Body Works Inc 28 786537,4 k $1,09 %
Asbury Automotive Group Inc 2 748537 k $1,09 %
United Community Banks Inc/GA 16 952533,8 k $1,09 %
EastGroup Properties Inc 2 865530,3 k $1,08 %
SM Energy Co 16 848525,3 k $1,07 %
Masimo Corp 2 894514,8 k $1,05 %
Fulton Financial Corp 24 295494,2 k $1,01 %
Cirrus Logic Inc 3 307478,3 k $0,97 %
Renasant Corp 13 196476,8 k $0,97 %
Bread Financial Holdings Inc 6 341474,9 k $0,97 %
KB Home 9 147473,4 k $0,96 %
Diodes Inc 6 876469,4 k $0,95 %
HB Fuller Co 7 373454,8 k $0,92 %
Carlyle Group Inc/The 9 299450 k $0,92 %
Integer Holdings Corp 4 879429,4 k $0,87 %
Blackstone Mortgage Trust Inc 22 383428,6 k $0,87 %
First Hawaiian Inc 17 115421,7 k $0,86 %
First Interstate BancSystem Inc 12 443415,6 k $0,85 %
United Natural Foods Inc 9 096409,9 k $0,83 %
Cushman & Wakefield Ltd 32 604399,7 k $0,81 %
Prestige Consumer Healthcare Inc 6 668395,2 k $0,80 %
Simmons First National Corp 20 305394,9 k $0,80 %
Penske Automotive Group Inc 2 620391,7 k $0,80 %
Gates Industrial Corp PLC 17 314391,5 k $0,80 %
Autoliv Inc 3 718391 k $0,80 %
MarketAxess Holdings Inc 2 347387,2 k $0,79 %
Kennametal Inc 10 717387,2 k $0,79 %
Boise Cascade Co 5 031381,6 k $0,78 %
HA Sustainable Infrastructure Capital Inc 10 382381,5 k $0,78 %
SkyWest Inc 4 084375 k $0,76 %
Balchem Corp 2 207374 k $0,76 %
SL Green Realty Corp 9 753360,3 k $0,73 %
Qorvo Inc 4 653360,1 k $0,73 %
GATX Corp 2 085356 k $0,72 %
IAC Inc 8 892355,9 k $0,72 %
Acadia Realty Trust 18 565355 k $0,72 %
Piper Sandler Cos 4 632354,6 k $0,72 %
Scotts Miracle-Gro Co/The 5 745349,4 k $0,71 %
MSA Safety Inc 2 113346,4 k $0,70 %
WaFd Inc 10 895342,1 k $0,70 %
Highwoods Properties Inc 15 830338,9 k $0,69 %
Macerich Co/The 17 084322,9 k $0,66 %
First Financial Bankshares Inc 10 828318,9 k $0,65 %
HNI Corp 9 532318,3 k $0,65 %
DNOW Inc 26 682317,8 k $0,65 %
Insight Enterprises Inc 4 724316,6 k $0,64 %
ABM Industries Inc 8 175314,9 k $0,64 %
Novanta Inc 2 656313,7 k $0,64 %
Radian Group Inc 9 206304,5 k $0,62 %
Ameris Bancorp 3 894303,7 k $0,62 %
Minerals Technologies Inc 4 267302,6 k $0,62 %
Bentley Systems Inc 8 202288,1 k $0,59 %
COPT Defense Properties 9 372286,8 k $0,58 %
Resideo Technologies Inc 8 492286,3 k $0,58 %
Otter Tail Corp 3 181279,2 k $0,57 %
Bruker Corp 7 684277,5 k $0,56 %
Arcosa Inc 2 537269,3 k $0,55 %
Neogen Corp 28 323263,1 k $0,54 %
Glaukos Corp 2 438262,5 k $0,53 %
H2O America 4 470262,3 k $0,53 %
Goodyear Tire & Rubber Co/The 39 092259,2 k $0,53 %
Select Medical Holdings Corp 15 750256,6 k $0,52 %
BILL Holdings Inc 6 685256 k $0,52 %
Boston Beer Co Inc/The 1 095252,3 k $0,51 %
Avista Corp 6 163247,4 k $0,50 %
Greif Inc 3 498234,6 k $0,48 %
Ziff Davis Inc 5 569233,7 k $0,48 %
Seacoast Banking Corp of Florida 7 448225,6 k $0,46 %
ASGN Inc 5 727221,7 k $0,45 %
Walker & Dunlop Inc 4 988221,4 k $0,45 %
Maximus Inc 3 451221,2 k $0,45 %
Kohl's Corp 16 847217,3 k $0,44 %
Exponent Inc 3 323216,8 k $0,44 %
RadNet Inc 3 841214,7 k $0,44 %
Community Financial System Inc 3 593210,7 k $0,43 %
Lantheus Holdings Inc 2 771210,2 k $0,43 %
Omnicell Inc 6 148205,2 k $0,42 %
MGE Energy Inc 2 546196,8 k $0,40 %
California Water Service Group 4 298194,9 k $0,40 %
Materion Corp 1 344194,4 k $0,40 %
Marzetti Company/The 1 340185,4 k $0,38 %
Enovis Corp 8 143185,3 k $0,38 %
LXP Industrial Trust 3 906180,7 k $0,37 %
Simply Good Foods Co/The 12 561180,3 k $0,37 %
Iridium Communications Inc 6 315175,2 k $0,36 %
Brink's Co/The 1 659171,9 k $0,35 %
Concentrix Corp 6 080166,3 k $0,34 %
Haemonetics Corp 2 829159,4 k $0,32 %
Teradata Corp 6 078155,8 k $0,32 %
CONMED Corp 4 369154,5 k $0,31 %
NetScout Systems Inc 4 678148,7 k $0,30 %
Parsons Corp 2 745148,7 k $0,30 %
Knowles Corp 5 655145,2 k $0,30 %
American States Water Co 1 893143,1 k $0,29 %
Alarm.com Holdings Inc 3 020130,4 k $0,27 %
Edgewell Personal Care Co 6 060129,3 k $0,26 %
Grocery Outlet Holding Corp 15 707110,7 k $0,23 %
Avis Budget Group Inc 748109,1 k $0,22 %
ZoomInfo Technologies Inc 16 51898,8 k $0,20 %
Blackbaud Inc 2 55898,8 k $0,20 %
SunCoke Energy Inc 11 91277,5 k $0,16 %