New Age Alpha Advisors, LLC — 13F Holdings & Portfolio

CIK 1764807 · latest 13F-HR filed 2026-05-11

New Age Alpha Advisors, LLC manages $2.15B in 13F-reported U.S. long-equity assets across 766 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (3.21%), NVDA (2.66%), MSFT (2.08%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 50 new positions, exited 40, added to 238, and trimmed 335.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$2.15B

Long-equity book

Holdings

766

Distinct positions

Period

2026-03-31

Filed 2026-05-11

Q/Q Activity

+50 / −40 / ↑238 / ↓335

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CHEVRON CORPORATION$12.9M +223.5%
  • EXXON MOBIL CORP$10.8M +58.9%
  • CONOCOPHILLIPS$8.6M +92.5%
  • GE VERNOVA INC$8.0M +97.6%
  • VERIZON COMMUNICATIONS INC$7.4M +515.3%
Show all 238

Top Trims

  • TAIWAN SEMICONDUCTOR MANUFAC-$38.8M -79.3%
  • AMAZON COM INC-$18.4M -29.7%
  • ALPHABET INC-$16.0M -41.6%
  • MICROSOFT CORP-$15.2M -25.5%
  • META PLATFORMS INC-$8.4M -45.2%
Show all 335

New Positions

  • COMCAST CORP NEW$6.6M
  • PIPER SANDLER COMPANIES$4.4M
  • PALANTIR TECHNOLOGIES INC$4.0M
  • NORTHROP GRUMMAN CORP$2.9M
  • SANDISK CORP$2.8M
Show all 50

Exited Positions

  • SPDR SERIES TRUST$17.5M
  • TOYOTA MOTOR CORP$13.6M
  • PIPER SANDLER COMPANIES$5.0M
  • AVALONBAY CMNTYS INC$4.5M
  • TYLER TECHNOLOGIES INC$1.0M
Show all 40
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $68.8M 3.21% 271,282 SH
2 NVIDIA CORPORATION NVDA 67066G104 $57.1M 2.66% 327,596 SH
3 MICROSOFT CORP MSFT 594918104 $44.6M 2.08% 120,592 SH
4 AMAZON COM INC AMZN 023135106 $43.5M 2.03% 208,840 SH
5 BROADCOM INC AVGO 11135F101 $43.3M 2.02% 139,963 SH
6 EXXON MOBIL CORP XOM 30231G102 $29.0M 1.35% 171,142 SH
7 ALPHABET INC GOOGL 02079K305 $25.6M 1.19% 88,938 SH
8 ALPHABET INC GOOG 02079K107 $22.4M 1.04% 78,185 SH
9 JPMORGAN CHASE & CO JPM 46625H100 $18.6M 0.87% 63,388 SH
10 CHEVRON CORPORATION CVX 166764100 $18.6M 0.87% 89,913 SH
11 WELLTOWER INC WELL 95040Q104 $18.1M 0.85% 91,795 SH
12 CONOCOPHILLIPS COP 20825C104 $17.9M 0.84% 135,980 SH
13 TESLA INC TSLA 88160R101 $17.3M 0.81% 46,585 SH
14 GE VERNOVA INC GEV 36828A101 $16.1M 0.75% 18,498 SH
15 PROLOGIS INC. PLD 74340W103 $15.9M 0.74% 120,331 SH
16 AMGEN INC AMGN 031162100 $15.6M 0.73% 44,428 SH
17 MERCK & CO INC MRK 58933Y105 $15.3M 0.71% 127,438 SH
18 CISCO SYS INC CSCO 17275R102 $13.7M 0.64% 176,219 SH
19 ORACLE CORP ORCL 68389X105 $13.5M 0.63% 91,886 SH
20 EQUINIX INC EQIX 29444U700 $13.1M 0.61% 13,381 SH
21 AT&T INC T 00206R102 $12.8M 0.60% 441,670 SH
22 WALMART INC WMT 931142103 $12.7M 0.59% 101,853 SH
23 GILEAD SCIENCES INC GILD 375558103 $12.6M 0.59% 90,117 SH
24 CITIGROUP INC C 172967424 $11.9M 0.55% 104,829 SH
25 GOLDMAN SACHS GROUP INC GS 38141G104 $11.9M 0.55% 14,012 SH
26 UBER TECHNOLOGIES INC UBER 90353T100 $11.8M 0.55% 163,614 SH
27 DIGITAL RLTY TR INC DLR 253868103 $11.6M 0.54% 64,542 SH
28 MICRON TECHNOLOGY INC MU 595112103 $11.6M 0.54% 34,347 SH
29 MORGAN STANLEY MS 617446448 $11.2M 0.52% 67,851 SH
30 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $11.1M 0.52% 23,123 SH
31 GE AEROSPACE GE 369604301 $10.5M 0.49% 36,991 SH
32 BANK AMERICA CORP BAC 060505104 $10.5M 0.49% 214,708 SH
33 INTEL CORP INTC 458140100 $10.4M 0.48% 235,523 SH
34 META PLATFORMS INC META 30303M102 $10.2M 0.47% 17,748 SH
35 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $10.1M 0.47% 30,000 SH
36 CROWDSTRIKE HLDGS INC CRWD 22788C105 $9.9M 0.46% 25,357 SH
37 SIMON PPTY GROUP INC NEW SPG 828806109 $9.9M 0.46% 52,886 SH
38 FIRSTENERGY CORP FE 337932107 $9.8M 0.46% 194,118 SH
39 ECOLAB INC ECL 278865100 $9.7M 0.45% 36,622 SH
40 RTX CORPORATION RTX 75513E101 $9.7M 0.45% 50,279 SH
41 CARDINAL HEALTH INC CAH 14149Y108 $9.6M 0.45% 45,359 SH
42 CATERPILLAR INC CAT 149123101 $9.2M 0.43% 13,037 SH
43 GENERAL DYNAMICS CORP GD 369550108 $9.2M 0.43% 26,774 SH
44 CHUBB LTD SWITZ CB H1467J104 $9.1M 0.43% 28,049 SH
45 JOHNSON & JOHNSON JNJ 478160104 $9.1M 0.43% 37,363 SH
46 ALCOA CORP AA 013872106 $9.1M 0.43% 137,565 SH
47 NEWMONT CORP NEM 651639106 $9.0M 0.42% 82,723 SH
48 VERIZON COMMUNICATIONS INC VZ 92343V104 $8.8M 0.41% 176,046 SH
49 ADVANCED MICRO DEVICES INC AMD 007903107 $8.8M 0.41% 43,321 SH
50 DUKE ENERGY CORP NEW DUK 26441C204 $8.8M 0.41% 67,121 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-11 $2.15B 766 0001764807-26-000005
2025-12-31 2026-02-09 $2.32B 758 0001764807-26-000002
2025-09-30 2025-11-12 $2.39B 812 0001764807-25-000004