New Age Alpha Advisors, LLC

$2.1B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1764807 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $2.1B
ALL retained default holdings for this (filer, period), including NULL-value ones: 766
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 56
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 48

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$7.1M	−8,008	$75.9M	$68.8M	279,290	271,282
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$6.1M	−11,391	$63.2M	$57.1M	338,987	327,596
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$15.2M	−3,237	$59.9M	$44.6M	123,829	120,592
position key `pos:14175` · issuer key `iss:95` COM	TRIM	−$18.4M	−59,269	$61.9M	$43.5M	268,109	208,840
position key `pos:12827` · issuer key `iss:323` COM	ADD	−$2.0M	+9,089	$45.3M	$43.3M	130,874	139,963
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$10.8M	+19,269	$18.3M	$29.0M	151,873	171,142
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$4.0M	−5,501	$29.6M	$25.6M	94,439	88,938
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$16.0M	−44,296	$38.4M	$22.4M	122,481	78,185
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$1.8M	−46	$20.4M	$18.6M	63,434	63,388
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$12.9M	+52,180	$5.8M	$18.6M	37,733	89,913
position key `pos:11177` · issuer key `iss:1956` COM	TRIM	+$19.3K	−5,880	$18.1M	$18.1M	97,675	91,795
position key `pos:15035` · issuer key `iss:505` COM	ADD	+$8.6M	+36,352	$9.3M	$17.9M	99,628	135,980
position key `pos:10357` · issuer key `iss:1786` COM	TRIM	−$4.4M	−1,744	$21.7M	$17.3M	48,329	46,585
position key `pos:17386` · issuer key `iss:806` COM	ADD	+$8.0M	+5,998	$8.2M	$16.1M	12,500	18,498
position key `pos:16195` · issuer key `iss:1493` COM	TRIM	−$946K	−11,673	$16.9M	$15.9M	132,004	120,331
position key `pos:11671` · issuer key `iss:122` COM	TRIM	+$999K	−279	$14.6M	$15.6M	44,707	44,428
position key `pos:17751` · issuer key `iss:1214` COM	TRIM	+$1.9M	−119	$13.4M	$15.3M	127,557	127,438
position key `pos:11944` · issuer key `iss:454` COM	TRIM	−$153K	−3,262	$13.8M	$13.7M	179,481	176,219
position key `pos:16072` · issuer key `iss:1370` COM	ADD	−$2.6M	+8,955	$16.2M	$13.5M	82,931	91,886
position key `pos:11633` · issuer key `iss:673` COM	TRIM	+$1.7M	−1,502	$11.4M	$13.1M	14,883	13,381
position key `pos:16441` · issuer key `iss:16` COM	TRIM	+$143K	−68,044	$12.7M	$12.8M	509,714	441,670
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	−$4.2M	−49,165	$16.8M	$12.7M	151,018	101,853
position key `pos:10600` · issuer key `iss:821` COM	TRIM	+$489K	−8,223	$12.1M	$12.6M	98,340	90,117
position key `pos:15168` · issuer key `iss:456` COM NEW	TRIM	−$724K	−3,254	$12.6M	$11.9M	108,083	104,829
position key `pos:11938` · issuer key `iss:834` COM	TRIM	−$714K	−286	$12.6M	$11.9M	14,298	14,012
position key `pos:12696` · issuer key `iss:1845` COM	TRIM	−$4.7M	−38,104	$16.5M	$11.8M	201,718	163,614
position key `pos:11472` · issuer key `iss:581` COM	TRIM	+$952K	−4,485	$10.7M	$11.6M	69,027	64,542
position key `pos:15221` · issuer key `iss:1228` COM	TRIM	+$628K	−4,108	$11.0M	$11.6M	38,455	34,347
position key `pos:11621` · issuer key `iss:1253` COM NEW	TRIM	−$1.2M	−1,764	$12.4M	$11.2M	69,615	67,851
position key `pos:11205` · issuer key `iss:255` CL B NEW	TRIM	−$980K	−870	$12.1M	$11.1M	23,993	23,123
position key `pos:12492` · issuer key `iss:810` COM NEW	TRIM	−$1.3M	−1,165	$11.8M	$10.5M	38,156	36,991
position key `pos:13234` · issuer key `iss:230` COM	TRIM	−$1.8M	−8,010	$12.2M	$10.5M	222,718	214,708
position key `pos:18143` · issuer key `iss:982` COM	ADD	+$7.2M	+149,550	$3.2M	$10.4M	85,973	235,523
position key `pos:11390` · issuer key `iss:720` CL A	TRIM	−$8.4M	−10,341	$18.5M	$10.2M	28,089	17,748
position key `pos:17467` · issuer key `iss:1751` SPONSORED ADS	TRIM	−$38.8M	−131,200	$49.0M	$10.1M	161,200	30,000
position key `pos:14712` · issuer key `iss:537` CL A	TRIM	−$3.4M	−2,939	$13.3M	$9.9M	28,296	25,357
position key `pos:16708` · issuer key `iss:1661` COM	TRIM	−$3.0M	−16,574	$12.9M	$9.9M	69,460	52,886
position key `pos:11120` · issuer key `iss:749` COM	TRIM	+$791K	−7,865	$9.0M	$9.8M	201,983	194,118
position key `pos:16716` · issuer key `iss:633` COM	TRIM	−$3.5M	−13,641	$13.2M	$9.7M	50,263	36,622
position key `pos:15626` · issuer key `iss:1529` COM	ADD	+$7.4M	+37,694	$2.3M	$9.7M	12,585	50,279
position key `pos:15318` · issuer key `iss:392` COM	TRIM	−$80.3K	−1,673	$9.7M	$9.6M	47,032	45,359
position key `pos:13432` · issuer key `iss:411` COM	TRIM	+$1.5M	−513	$7.8M	$9.2M	13,550	13,037
position key `pos:17281` · issuer key `iss:809` COM	ADD	+$3.1M	+8,547	$6.1M	$9.2M	18,227	26,774
position key `pos:11267` · issuer key `iss:2257` COM	TRIM	−$351K	−2,365	$9.5M	$9.1M	30,414	28,049
position key `pos:13599` · issuer key `iss:1035` COM	ADD	+$1.9M	+2,641	$7.2M	$9.1M	34,722	37,363
position key `pos:14868` · issuer key `iss:68` COM	TRIM	+$1.5M	−5,218	$7.6M	$9.1M	142,783	137,565
position key `pos:13933` · issuer key `iss:1307` COM	TRIM	+$133K	−5,624	$8.8M	$9.0M	88,347	82,723
position key `pos:10935` · issuer key `iss:1902` COM	ADD	+$7.4M	+140,782	$1.4M	$8.8M	35,264	176,046
position key `pos:14060` · issuer key `iss:47` COM	ADD	+$7.4M	+36,636	$1.4M	$8.8M	6,685	43,321
position key `pos:15690` · issuer key `iss:610` COM NEW	TRIM	+$290K	−5,389	$8.5M	$8.8M	72,510	67,121
position key `pos:12216` · issuer key `iss:1531` COM	TRIM	−$1.6M	−40,724	$10.1M	$8.5M	179,373	138,649
position key `pos:10925` · issuer key `iss:1309` CLASS A COM	TRIM	+$2.1M	−2,426	$6.3M	$8.5M	72,696	70,270
position key `pos:17533` · issuer key `iss:1509` COM	TRIM	−$2.7M	−292	$10.7M	$8.0M	62,404	62,112
position key `pos:14664` · issuer key `iss:709` COM	ADD	+$511K	+3,503	$7.4M	$8.0M	57,209	60,712
position key `pos:15433` · issuer key `iss:1290` COM	ADD	+$3.4M	+34,314	$4.5M	$8.0M	48,432	82,746
position key `pos:11857` · issuer key `iss:678` COM	TRIM	+$132K	−1,620	$7.8M	$7.9M	128,704	127,084
position key `pos:13167` · issuer key `iss:1501` COM	ADD	+$921K	+2,268	$7.0M	$7.9M	26,928	29,196
position key `pos:15863` · issuer key `iss:1123` COM	TRIM	−$1.7M	−411	$9.5M	$7.8M	8,839	8,428
position key `pos:15861` · issuer key `iss:1896` COM	TRIM	+$178K	−3,024	$7.5M	$7.7M	96,731	93,707
position key `pos:15683` · issuer key `iss:1526` COM	TRIM	−$1.1M	−1,938	$8.8M	$7.7M	54,812	52,874
position key `pos:14072` · issuer key `iss:1416` COM	TRIM	+$3.2M	−25,727	$4.5M	$7.6M	730,056	704,329
position key `pos:11437` · issuer key `iss:1345` COM NEW	TRIM	+$2.4M	−2,008	$5.1M	$7.6M	55,284	53,276
position key `pos:16286` · issuer key `iss:1862` COM	TRIM	−$1.4M	−777	$8.8M	$7.4M	10,912	10,135
position key `pos:12600` · issuer key `iss:694` COM	ADD	+$1.2M	+4,714	$6.2M	$7.4M	85,061	89,775
position key `pos:15235` · issuer key `iss:125` CL A	TRIM	−$1.5M	−7,447	$8.7M	$7.2M	64,515	57,068
position key `pos:12367` · issuer key `iss:1627` COM STK	TRIM	+$1.3M	−13,951	$5.9M	$7.2M	153,790	139,839
position key `pos:13471` · issuer key `iss:562` COM	ADD	+$4.2M	+6,316	$3.0M	$7.2M	6,397	12,713
position key `pos:11570` · issuer key `iss:1599` TR UNIT	ADD	+$346K	+1,018	$6.8M	$7.2M	9,993	11,011
position key `pos:14157` · issuer key `iss:149` COM	ADD	+$6.3M	+17,671	$808K	$7.1M	3,146	20,817
position key `pos:14782` · issuer key `iss:1406` COM	ADD	−$143K	+4,869	$7.1M	$7.0M	38,662	43,531
position key `pos:10501` · issuer key `iss:779` CL B	ADD	+$3.2M	+44,523	$3.7M	$6.9M	72,324	116,847
position key `pos:13670` · issuer key `iss:1168` CL A	TRIM	+$1.3M	−16	$5.4M	$6.7M	20,798	20,782
position key `pos:12832` · issuer key `iss:1358` COM	TRIM	−$712K	−2,858	$7.4M	$6.7M	91,286	88,428
position key `pos:16143` · issuer key `iss:448` COM NEW	ADD	+$2.8M	+566	$3.8M	$6.6M	16,412	16,978
position key `pos:15119` · issuer key `iss:489` CL A	NEW	+$6.6M	+229,460	$0	$6.6M	—	229,460
position key `pos:17471` · issuer key `iss:152` COM	TRIM	−$36.8K	−2,031	$6.6M	$6.5M	53,978	51,947
position key `pos:14992` · issuer key `iss:1485` COM	TRIM	−$7.2M	−50,906	$13.8M	$6.5M	96,188	45,282
position key `pos:11800` · issuer key `iss:1554` COM	TRIM	−$1.3M	−2,081	$7.8M	$6.5M	201,528	199,447
position key `pos:13298` · issuer key `iss:1539` COM NEW	TRIM	−$225K	−1,215	$6.7M	$6.5M	32,922	31,707
position key `pos:10665` · issuer key `iss:222` CL A	TRIM	+$1.0M	−13,092	$5.4M	$6.5M	118,822	105,730
position key `pos:16597` · issuer key `iss:1339` COM	TRIM	+$390K	−7,410	$6.1M	$6.4M	141,765	134,355
position key `pos:10715` · issuer key `iss:916` COM	ADD	−$135K	+464	$6.5M	$6.4M	18,911	19,375
position key `pos:12423` · issuer key `iss:1107` COM	TRIM	−$1.3M	−1,553	$7.7M	$6.4M	42,505	40,952
position key `pos:10865` · issuer key `iss:1198` COM	TRIM	+$1.4M	−1,671	$5.0M	$6.3M	40,245	38,574
position key `pos:15817` · issuer key `iss:702` COM	TRIM	+$473K	−5,161	$5.8M	$6.3M	133,697	128,536
position key `pos:12472` · issuer key `iss:1269` COM	TRIM	+$864K	−12,679	$5.4M	$6.3M	346,831	334,152
position key `pos:13876` · issuer key `iss:917` COM	TRIM	+$224K	−3,238	$6.0M	$6.3M	30,893	27,655
position key `pos:16193` · issuer key `iss:1909` COM CL A	TRIM	+$1.3M	−5,333	$4.9M	$6.2M	30,000	24,667
position key `pos:18151` · issuer key `iss:594` COM	TRIM	−$1.0M	−2,061	$7.2M	$6.2M	58,324	56,263
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	ADD	+$938K	+1,806	$5.2M	$6.2M	7,612	9,418
position key `pos:17030` · issuer key `iss:740` COM	TRIM	−$551K	−10,188	$6.7M	$6.1M	280,330	270,142
position key `pos:16174` · issuer key `iss:1386` COM	TRIM	−$458K	−2,230	$6.6M	$6.1M	58,630	56,400
position key `pos:10737` · issuer key `iss:67` COMMON STOCK	TRIM	−$76.2K	−1,744	$6.1M	$6.1M	357,319	355,575
position key `pos:14362` · issuer key `iss:1874` COM	TRIM	−$616K	−3,175	$6.7M	$6.0M	85,853	82,678
position key `pos:15755` · issuer key `iss:1719` COM	ADD	−$1.0M	+25,238	$7.0M	$6.0M	55,946	81,184
position key `pos:16507` · issuer key `iss:508` COM	TRIM	−$2.9M	−3,647	$8.8M	$5.9M	24,840	21,193
position key `pos:15220` · issuer key `iss:1725` COM	TRIM	−$1.2M	−2,225	$7.1M	$5.9M	20,234	18,009
position key `pos:17869` · issuer key `iss:1036` COM	TRIM	−$873K	−749	$6.7M	$5.9M	20,054	19,305
position key `pos:12141` · issuer key `iss:1933` COM	TRIM	−$2.5M	−7,694	$8.3M	$5.9M	29,243	21,549
position key `pos:15332` · issuer key `iss:194` COM	TRIM	−$991K	−2,027	$6.8M	$5.8M	57,441	55,414

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 9

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:17839` · issuer key `iss:2093` SHS	NO CHANGE	+$392K	$3.2M	$3.6M	10,000	10,000
position key `pos:12891` · issuer key `iss:1146` CL A COM	NO CHANGE	−$911K	$2.9M	$2.0M	150,000	150,000
position key `pos:11705` · issuer key `iss:806` O CALL	NO CHANGE	+$206K	$17.1K	$223K	25	25
position key `pos:10224` · issuer key `iss:592` COM CL A	NO CHANGE	−$10.6K	$164K	$153K	2,553	2,553
position key `pos:12678` · issuer key `iss:1400` COM	NO CHANGE	−$17.4K	$95.5K	$78.1K	548	548
position key `sid:sec:prov:f013e6595dad1b2ffe7c516831d96045` · issuer key `cusip6:84863T` COM	NO CHANGE	−$13.4K	$77.2K	$63.8K	5,855	5,855
position key `pos:16854` · issuer key `iss:1767` COM	NO CHANGE	+$3.5K	$18.9K	$22.4K	37	37
position key `pos:16088` · issuer key `iss:937` CL B NEW	NO CHANGE	−$629	$15.3K	$14.6K	298	298
position key `sid:sec:prov:55e6606929bd01b3fcb9438355141b03` · issuer key `cusip6:65341D` COM	NO CHANGE	−$87	$512	$425	17	17

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 746 issuers · $2.1B disclosed value over 766 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$68.8M

271,282

3.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$57.1M

327,596

2.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows New Age Alpha Advisors, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$25.6M	88,938
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$22.4M	78,185

$48.0M

167,123

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$44.6M

120,592

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$43.5M

208,840

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC

2 positions · 2 reported rows

Rows New Age Alpha Advisors, LLC reported for BROADCOM INC, as it reported them
BROADCOM INC · COM CUSIP — src ↗	$43.3M	139,963
BROADCOM INC · O · CALL CUSIP — src ↗	$153K	200

$43.5M

140,163

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$29.0M

171,142

1.4%

—

ISHARES TR

11 positions · 11 reported rows

Rows New Age Alpha Advisors, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$6.2M	9,418
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$3.2M	22,173
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$2.6M	12,125
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$2.2M	10,180
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$1.4M	11,005
ISHARES TR · S&P MC 400GR ETF CUSIP — src ↗	$1.3M	12,961
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$1.1M	11,645
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$604K	3,187
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$545K	4,816
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$533K	1,250
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$74.1K	236

ticker not yet mapped

$19.7M

98,996

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$18.6M

63,388

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$18.6M

89,913

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLTOWER INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$18.1M

91,795

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONOCOPHILLIPS · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$17.9M

135,980

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$17.3M

46,585

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC

2 positions · 2 reported rows

Rows New Age Alpha Advisors, LLC reported for GE VERNOVA INC, as it reported them
GE VERNOVA INC · COM CUSIP — src ↗	$16.1M	18,498
GE VERNOVA INC · O · CALL CUSIP — src ↗	$223K	25

$16.4M

18,523

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROLOGIS INC. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$15.9M

120,331

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$15.6M

44,428

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$15.3M

127,438

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$13.7M

176,219

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP

2 positions · 2 reported rows

Rows New Age Alpha Advisors, LLC reported for ORACLE CORP, as it reported them
ORACLE CORP · COM CUSIP — src ↗	$13.5M	91,886
ORACLE CORP · O · CALL CUSIP — src ↗	$19.1K	100

$13.5M

91,986

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EQUINIX INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$13.1M

13,381

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$12.8M

441,670

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$12.7M

101,853

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GILEAD SCIENCES INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$12.6M

90,117

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$11.9M

104,829

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$11.9M

14,012

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$11.8M

163,614

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DIGITAL RLTY TR INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$11.6M

64,542

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$11.6M

34,347

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$11.2M

67,851

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$11.1M

23,123

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$10.5M

36,991

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$10.5M

214,708

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTEL CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$10.4M

235,523

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$10.2M

17,748

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$10.1M

30,000

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CROWDSTRIKE HLDGS INC · CL A CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$9.9M

25,357

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SIMON PPTY GROUP INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$9.9M

52,886

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FIRSTENERGY CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$9.8M

194,118

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ECOLAB INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$9.7M

36,622

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$9.7M

50,279

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CARDINAL HEALTH INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$9.6M

45,359

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$9.2M

13,037

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENERAL DYNAMICS CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$9.2M

26,774

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHUBB LTD SWITZ · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$9.1M

28,049

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$9.1M

37,363

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALCOA CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$9.1M

137,565

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEWMONT CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$9.0M

82,723

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$8.8M

176,046

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$8.8M

43,321

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DUKE ENERGY CORP NEW · COM NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$8.8M

67,121

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REALTY INCOME CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$8.5M

138,649

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTPOWER INC · CLASS A COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$8.5M

70,270

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUALCOMM INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$8.0M

62,112

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXTRA SPACE STORAGE INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$8.0M

60,712

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$8.0M

82,746

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EQUITY LIFESTYLE PROPERTIES · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$7.9M

127,084

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PUBLIC STORAGE OPER CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$7.9M

29,196

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$7.8M

8,428

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VENTAS INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$7.7M

93,707

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RAYMOND JAMES FINL INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$7.7M

52,874

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PATTERSON-UTI ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$7.6M

704,329

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHORD ENERGY CORPORATION · COM NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$7.6M

53,276

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITED RENTALS INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$7.4M

10,135

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EVERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$7.4M

89,775

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$7.2M

57,068

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SLB LIMITED · COM STK CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$7.2M

139,839

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEERE & CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$7.2M

12,713

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$7.2M

11,011

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$7.1M

20,817

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALO ALTO NETWORKS INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$7.0M

43,531

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FREEPORT MCMORAN INC · CL B CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.9M

116,847

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MADISON SQUARE GRDN SPRT COR · CL A CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.7M

20,782

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OMNICOM GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.7M

88,428

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CIENA CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.6M

16,978

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COMCAST CORP NEW · CL A CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.6M

229,460

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERTIV HOLDINGS CO

3 positions · 3 reported rows

Rows New Age Alpha Advisors, LLC reported for VERTIV HOLDINGS CO, as it reported them
VERTIV HOLDINGS CO · COM CL A CUSIP — src ↗	$6.2M	24,667
VERTIV HOLDING-A · O · PUT CUSIP — src ↗	$331K	100
VERTIV HOLDING-A · O · CALL CUSIP — src ↗	$62.5K	100

$6.6M

24,867

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APTARGROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.5M

51,947

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.5M

45,282

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REXFORD INDL RLTY INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.5M

199,447

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REINSURANCE GROUP AMER INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.5M

31,707

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BAKER HUGHES COMPANY · CL A CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.5M

105,730

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OGE ENERGY CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.4M

134,355

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.4M

19,375

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LEIDOS HOLDINGS INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.4M

40,952

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MATSON INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.3M

38,574

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXELON CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.3M

128,536

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NOV INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.3M

334,152

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.3M

27,655

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DOLLAR TREE INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.2M

56,263

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FIRST HORIZON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.1M

270,142

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OWENS CORNING NEW · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.1M

56,400

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALBERTSONS COS INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.1M

355,575

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNUM GROUP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.0M

82,678

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STIFEL FINL CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.0M

81,184

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONSTELLATION ENERGY CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$5.9M

21,193

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STRYKER CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$5.9M

18,009

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JONES LANG LASALLE INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$5.9M

19,305

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VULCAN MATLS CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$5.9M

21,549

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOLIV INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$5.8M

55,414

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN HOMES 4 RENT · CL A CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$5.8M

208,522

0.3%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 27.5%below median 80.0%
Concentration index: 59 bpsbelow median 446 bps
Positions with value: 766 / 766median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 27.5% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 59 · QoQ moves: 814

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open New Age Alpha Advisors, LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).