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CIK: 0001764807
Total reported value
$2.4B
$2.4B
758 檔
13.1%
At the close of Q4 2025, New Age Alpha Advisors, LLC disclosed equity holdings valued at approximately $2.4B, spread across 758 reported holdings.
New Age Alpha Advisors, LLC executed strategic sector rebalancing during Q4 2025, establishing 32 new positions while fully exiting 43 holdings and trimming 61 positions.
Showing top 200 holdings (of 758 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.27% | +0.16% | -3.97% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.73% | -0.09% | -8.12% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.67% | -0.20% | +0.63% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.58% | -0.43% | -26.54% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.11% | -0.07% | -17.84% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.95% | -0.21% | +0.99% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.66% | -0.33% | -24.49% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.27% | +0.14% | -4.69% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.94% | -0.03% | +16.74% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | -0.04% | -16.23% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.06% | -4.80% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | -0.24% | -8.81% | |
| 13 | WELL | Welltower Inc | Stock-Real Estate | 0.78% | +0.03% | -9.55% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.75% | — | — | |
| 15 | PLD | Prologis Inc | Stock-Real Estate | 0.73% | -0.04% | -10.81% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.12% | -7.22% | |
| 17 | UBER | Uber Technologies Inc | Stock-Industrials | 0.71% | -0.05% | +28.66% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 0.70% | -0.01% | +109.84% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 0.63% | -0.07% | +7.34% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | +0.20% | -10.34% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.08% | +19.99% | |
| 22 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.59% | — | -9.94% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | -0.04% | -18.11% | |
| 24 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.57% | +0.15% | +69.06% | |
| 25 | ECL | Ecolab Inc | Stock-Materials | 0.57% | -0.43% | -20.80% | |
| 26 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.55% | +0.04% | -25.43% | |
| 27 | T | At&t Inc | Stock-Comm Services | 0.55% | -0.13% | +31.33% | |
| 28 | C | Citigroup Inc | Stock-Financials | 0.54% | +0.07% | -21.59% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.54% | +0.02% | +92.41% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | -0.05% | -9.25% | |
| 31 | MS | Morgan Stanley | Stock-Financials | 0.53% | +0.06% | +106.65% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.53% | +0.02% | -8.74% | |
| 33 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.52% | -0.12% | -3.21% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.04% | -26.78% | |
| 35 | GE | General Electric | Stock-Industrials | 0.51% | +0.11% | +34.30% | |
| 36 | EQIX | Equinix Inc | Stock-Real Estate | 0.49% | -0.02% | -7.71% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.03% | -7.46% | |
| 38 | MU | Micron Technology Inc | Stock-Tech | 0.47% | +1.11% | -52.54% | |
| 39 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.46% | -0.13% | +1.03% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.46% | +0.11% | +210.07% | |
| 41 | O | Realty Income CORP | Stock-Real Estate | 0.44% | -0.04% | -10.46% | |
| 42 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.42% | -0.14% | -29.14% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.06% | -29.57% | |
| 44 | CB | Chubb Limited | Stock-Financials | 0.41% | -0.06% | -55.37% | |
| 45 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.41% | -0.15% | +6.37% | |
| 46 | COP | Conocophillips | Stock-Energy | 0.40% | -0.42% | +2.24% | |
| 47 | FE | Firstenergy CORP | Stock-Utilities | 0.39% | -0.19% | -12.27% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.38% | -0.01% | -10.59% | |
| 49 | URI | United Rentals Inc | Stock-Industrials | 0.38% | -0.06% | +212.22% | |
| 50 | NEM | Newmont CORP | Stock-Materials | 0.38% | -0.10% | -22.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LDOS | Leidos Holdings Inc | +0.3% | +25505.42% | Add |
| 2 | QCOM | Qualcomm Inc | +0.3% | +210.07% | Add |
| 3 | MS | Morgan Stanley | +0.3% | +106.65% | Add |
| 4 | GS | Goldman Sachs Group Inc | +0.3% | +92.41% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -4.69% | Trim |
| 6 | URI | United Rentals Inc | +0.2% | +212.22% | Add |
| 7 | GD | General Dynamics CORP | +0.2% | +702.60% | Add |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +69.06% | Add |
| 9 | ORCL | Oracle CORP | +0.2% | +109.84% | Add |
| 10 | MATX | Matson Inc | +0.2% | +3920.48% | Add |
| 11 | 62C | Piper Sandler Cos | +0.2% | +1783.04% | Add |
| 12 | AMZN | Amazon.com Inc | +0.2% | +0.63% | Add |
| 13 | GPI | Group 1 Automotive Inc | +0.2% | +1001.64% | Add |
| 14 | SKYW | Skywest Inc | +0.2% | +2144.94% | Add |
| 15 | SKY | Champion Homes Inc | +0.2% | +1851.93% | Add |
| 16 | VRT | Vertiv Holdings Co-a | +0.2% | +500.00% | Add |
| 17 | MC | Moelis & Co - Class A | +0.2% | +3278.15% | Add |
| 18 | OC | Owens Corning | +0.2% | +203.14% | Add |
| 19 | TSLA | Tesla Inc | +0.2% | +16.74% | Add |
| 20 | AAPL | Apple Inc | +0.2% | -3.97% | Trim |
| 21 | WD | Walker & Dunlop Inc | +0.2% | +1401.88% | Add |
| 22 | CART | Maplebear Inc | +0.2% | +89.08% | Add |
| 23 | TDC | Teradata CORP | +0.2% | +1388.03% | Add |
| 24 | RJF | Raymond James Financial Inc | +0.2% | +81.70% | Add |
| 25 | AVGO | Broadcom Inc | +0.2% | +0.99% | Add |
| 26 | COST | Costco Wholesale CORP | +0.2% | +342.79% | Add |
| 27 | ACA | Arcosa Inc | +0.2% | +1350.12% | Add |
| 28 | IBM | Intl Business Machines CORP | +0.2% | +140.18% | Add |
| 29 | NFLX | Netflix Inc | +0.2% | +4534.64% | Add |
| 30 | CEG | Constellation Energy | +0.2% | +47.24% | Add |
| 31 | GE | General Electric | +0.2% | +34.30% | Add |
| 32 | SMPL | Simply Good Foods Co/the | +0.1% | +2413.61% | Add |
| 33 | CRS | Carpenter Technology | +0.1% | +430.03% | Add |
| 34 | DAL | Delta Air Lines Inc | +0.1% | +87.08% | Add |
| 35 | AMGN | Amgen Inc | +0.1% | +7.34% | Add |
| 36 | HLI | Houlihan Lokey Inc | +0.1% | +169.06% | Add |
| 37 | EXP | Eagle Materials Inc | +0.1% | +206.35% | Add |
| 38 | FICO | Fair Isaac CORP | +0.1% | +119.35% | Add |
| 39 | SFM | Sprouts Farmers Market Inc | +0.1% | +212.22% | Add |
| 40 | SEIC | Sei Investments Company | +0.1% | +280.02% | Add |
| 41 | ACIW | Aci Worldwide Inc | +0.1% | +1144.96% | Add |
| 42 | ACGL | Arch Capital Group Ltd. | +0.1% | +1561.36% | Add |
| 43 | GDDY | Godaddy Inc - Class A | +0.1% | +5448.09% | Add |
| 44 | HD | Home Depot Inc | +0.1% | +93.92% | Add |
| 45 | KTOS | Kratos Defense & Security | +0.1% | +435.10% | Add |
| 46 | BR | Broadridge Financial Solutio | +0.1% | +51.63% | Add |
| 47 | SF | Stifel Financial CORP | +0.1% | +38.22% | Add |
| 48 | ECHO | Echostar Corp-a | +0.1% | +250.09% | Add |
| 49 | SPXC | Spx Technologies Inc | +0.1% | +511.44% | Add |
| 50 | VBR | Vanguard Small-cap Value ETF | +0.1% | +74.51% | Add |
According to official SEC Form 13F filings, New Age Alpha Advisors, LLC reported a total U.S. public equity portfolio value of $2.4B across 758 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, AMZN) accounted for 13.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
BIL
市值: $17.5M
Top Position Liquidated / Trimmed
RPM
前期市值: $8.0M
During Q4 2025, New Age Alpha Advisors, LLC's top holdings by market value included AAPL (3.3%)、NVDA (2.7%)、AMZN (2.7%). The largest single position, AAPL, represented 3.3% of total portfolio value.
In Q4 2025, New Age Alpha Advisors, LLC made 200 total portfolio adjustments, initiating 32 new buys, adding to 64 positions, trimming 61 holdings, and fully liquidating 43 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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