Titelia

Holdings of NAA ALLOCATION FUND

New Age Alpha Funds Trust · 142 declared positions · as of Mar 31, 2026

Original filing · Net assets 176.4M $ · Ten largest lines: 33.6 % of the equity sleeve

Sector breakdown

  • Technology 34.9 %
  • Industrials 12.1 %
  • Financials 9.4 %
  • Communication 8.5 %
  • Health care 7.4 %
  • Energy 5.9 %
  • Consumer discretionary 5.1 %
  • Utilities 3.2 %
  • Funds 1.6 %
  • Materials 1.2 %
  • Consumer staples 0.3 %
  • Unattributed 10.4 %

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 99.6 %
  • IE 0.4 %

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

CountryLinesValue (USD)Share
US141141.3M $99.63 %
IE1528K $0.37 %

Positions

CompanySharesValue (USD)Weight
NVIDIA Corp 57,71410.1M $5.71 %
Apple Inc 37,0299.4M $5.33 %
Microsoft Corp 18,2596.8M $3.83 %
Alphabet Inc 13,7323.9M $2.23 %
Amazon.com Inc 17,0493.6M $2.01 %
Broadcom Inc 11,1493.5M $1.96 %
Exxon Mobil Corp 19,0913.2M $1.84 %
Tesla Inc 6,9972.6M $1.47 %
Chevron Corp 11,7262.4M $1.38 %
Micron Technology Inc 6,7842.3M $1.30 %
iShares Trust 28,1552.2M $1.27 %
Berkshire Hathaway Inc 4,4922.2M $1.22 %
Caterpillar Inc 2,9782.1M $1.20 %
Alphabet Inc 7,3162.1M $1.19 %
Merck & Co Inc 16,9862M $1.16 %
AT&T Inc 68,7222M $1.13 %
JPMorgan Chase & Co 6,7112M $1.12 %
Amgen Inc 5,0821.8M $1.01 %
Meta Platforms Inc 3,0441.7M $0.99 %
Gilead Sciences Inc 12,2711.7M $0.97 %
Advanced Micro Devices Inc 8,3661.7M $0.96 %
GE Vernova Inc 1,9381.7M $0.96 %
Cisco Systems, Inc. 21,6671.7M $0.95 %
Citigroup Inc 14,5461.6M $0.94 %
General Electric Co 5,7401.6M $0.92 %
RTX Corp 8,3611.6M $0.91 %
Goldman Sachs Group Inc/The 1,8781.6M $0.90 %
Verizon Communications Inc 31,4171.6M $0.89 %
Morgan Stanley 9,3361.5M $0.87 %
Intel Corp 34,7301.5M $0.87 %
Bank of America Corp 30,6201.5M $0.85 %
Amphenol Corp 11,8081.5M $0.85 %
Eli Lilly & Co 1,5981.5M $0.83 %
Honeywell International Inc 6,2791.4M $0.80 %
iShares Core S&P 500 ETF 2,1541.4M $0.80 %
State Street SPDR S&P 500 ETF Trust 2,1621.4M $0.80 %
Oracle Corp 9,5201.4M $0.79 %
Applied Materials Inc 4,0311.4M $0.78 %
Uber Technologies Inc 17,5581.3M $0.72 %
Palo Alto Networks Inc 7,8751.3M $0.72 %
QUALCOMM Inc 9,7211.3M $0.71 %
ConocoPhillips 9,1011.2M $0.68 %
Salesforce Inc 6,3711.2M $0.67 %
Chubb Ltd 3,5791.2M $0.66 %
Newmont Corp 10,6541.2M $0.65 %
Vertex Pharmaceuticals Inc 2,5231.1M $0.64 %
Parker-Hannifin Corp 1,2381.1M $0.63 %
Stryker Corp 3,2741.1M $0.61 %
Duke Energy Corp 7,6711M $0.57 %
Crowdstrike Holdings Inc 2,5621M $0.57 %
Palantir Technologies Inc 6,253914.7K $0.52 %
Accenture PLC 4,488889.9K $0.50 %
Constellation Energy Corp. 3,025844.7K $0.48 %
Deere & Co 1,485836.5K $0.47 %
Southern Co/The 8,050777K $0.44 %
Comcast Corp 26,374757.2K $0.43 %
SLB Ltd 14,602750.4K $0.43 %
Phillips 66 3,940717.8K $0.41 %
Lam Research Corp 3,259696.3K $0.39 %
Northrop Grumman Corp 983670.6K $0.38 %
Mastercard Inc 1,322660.6K $0.37 %
General Motors Co 8,848659.2K $0.37 %
Williams Cos Inc/The 8,960652.1K $0.37 %
Sandisk Corp/DE 1,016645.5K $0.37 %
General Dynamics Corp 1,861638.7K $0.36 %
Pfizer Inc 22,189623.1K $0.35 %
Freeport-McMoRan Inc 10,351608.4K $0.34 %
Baker Hughes Co 9,556583.4K $0.33 %
Cummins Inc 1,004540.2K $0.31 %
Arthur J Gallagher & Co 2,485538.2K $0.31 %
Johnson Controls International plc 4,032528K $0.30 %
Allstate Corp/The 2,544527.5K $0.30 %
Marathon Petroleum Corp 2,152525.5K $0.30 %
Fastenal Co 11,300524.3K $0.30 %
American Electric Power Co Inc 3,982522K $0.30 %
Exelon Corp 10,034491.9K $0.28 %
Kinder Morgan, Inc. 14,514486.7K $0.28 %
WW Grainger Inc 438477.8K $0.27 %
United Rentals Inc 616448.8K $0.25 %
Walmart Inc 3,575444.3K $0.25 %
IDEXX Laboratories Inc 771433.2K $0.25 %
ONEOK Inc 4,654420.7K $0.24 %
Vertiv Holdings Co 1,635409.7K $0.23 %
Delta Air Lines Inc 6,156409.3K $0.23 %
PayPal Holdings Inc 8,977406K $0.23 %
Hartford Insurance Group Inc/The 2,713366.9K $0.21 %
Diamondback Energy Inc 1,831362.2K $0.21 %
DR Horton Inc 2,621359.7K $0.20 %
L3Harris Technologies Inc 1,037357.9K $0.20 %
Occidental Petroleum Corp 5,376349.4K $0.20 %
Xcel Energy Inc 4,385348.3K $0.20 %
Vistra Corp 2,309347.1K $0.20 %
Lockheed Martin Corp 511308.8K $0.18 %
Consolidated Edison Inc 2,655300.5K $0.17 %
Public Service Enterprise Group Inc 3,640294.7K $0.17 %
EQT Corp 4,616293.8K $0.17 %
Adobe Inc 1,182287.3K $0.16 %
PG&E Corp 15,978280.7K $0.16 %
PPL Corp 7,264277.5K $0.16 %
WEC Energy Group Inc 2,393277K $0.16 %
Carrier Global Corp 4,747267.3K $0.15 %
FirstEnergy Corp 5,088257.8K $0.15 %
Block Inc 4,037242.9K $0.14 %
NRG Energy Inc 1,574230K $0.13 %
Atmos Energy Corp 1,227226.7K $0.13 %
DTE Energy Co 1,538224.9K $0.13 %
Ameren Corp 2,029223K $0.13 %
Cognizant Technology Solutions Corp. 3,496214.5K $0.12 %
Texas Instruments Inc 1,095212.6K $0.12 %
United Airlines Holdings Inc 2,293211.1K $0.12 %
CenterPoint Energy Inc 4,810207.6K $0.12 %
First Solar Inc 1,038204.8K $0.12 %
Edison International 2,796204.6K $0.12 %
Texas Pacific Land Corp 430204.1K $0.12 %
Seagate Technology Holdings PLC 502196.7K $0.11 %
Fiserv Inc 3,487194.6K $0.11 %
Expand Energy Corp 1,748191.9K $0.11 %
Steel Dynamics Inc 993178.7K $0.10 %
ON Semiconductor Corp 2,850176.5K $0.10 %
Southwest Airlines Co 4,654174.9K $0.10 %
CMS Energy Corp 2,252174.7K $0.10 %
NiSource Inc 3,532164.8K $0.09 %
Bristol-Myers Squibb Co 2,711164.4K $0.09 %
Quanta Services Inc 297163.1K $0.09 %
Synchrony Financial 2,293156K $0.09 %
Huntington Ingalls Industries, Inc. 386146.6K $0.08 %
Evergy Inc 1,689138.4K $0.08 %
Alliant Energy Corp 1,893135.8K $0.08 %
International Business Machines Corp. 524127K $0.07 %
Hewlett Packard Enterprise Co 5,183123.4K $0.07 %
Insulet Corp 583122.3K $0.07 %
Comfort Systems USA Inc 87120K $0.07 %
Boeing Co/The 595118.4K $0.07 %
Gartner Inc 717113.5K $0.06 %
APA Corp 2,616111K $0.06 %
Jabil Inc 35193.2K $0.05 %
Arista Networks Inc 74291.1K $0.05 %
Pinnacle West Capital Corp. 88389K $0.05 %
Corning Inc 61583.6K $0.05 %
Ciena Corp 21483.1K $0.05 %
Stanley Black & Decker Inc 1,13080.3K $0.05 %
Coherent Corp 32076.2K $0.04 %