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CIK: 0001764807
Total reported value
$2.4B
$2.4B
766 檔
10.9%
During the Q1 2026 filing period, New Age Alpha Advisors, LLC (CIK: 0001764807) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.4B across 766 reported positions.
In Q1 2026, New Age Alpha Advisors, LLC adopted a defensive or profit-taking posture, trimming 120 positions and completely liquidating 8 holdings to manage risk exposure.
Showing top 200 holdings (of 766 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.21% | +0.16% | -2.87% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.66% | -0.09% | -3.36% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.08% | -0.43% | -2.61% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.03% | -0.20% | -22.11% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.02% | -0.21% | +6.94% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 1.35% | -0.24% | +12.69% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | +0.14% | -5.82% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | -0.33% | -36.17% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.04% | -0.07% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 0.87% | -0.22% | +138.29% | |
| 11 | WELL | Welltower Inc | Stock-Real Estate | 0.85% | +0.03% | -6.02% | |
| 12 | COP | Conocophillips | Stock-Energy | 0.84% | -0.42% | +36.49% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.81% | -0.03% | -3.61% | |
| 14 | GEV | GE Vernova Inc | Stock-Industrials | 0.75% | +0.29% | +47.98% | |
| 15 | PLD | Prologis Inc | Stock-Real Estate | 0.74% | -0.04% | -8.84% | |
| 16 | AMGN | Amgen Inc | Stock-Healthcare | 0.73% | -0.07% | -0.62% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.71% | -0.04% | -0.09% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 0.64% | +0.20% | -1.82% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 0.63% | -0.01% | +10.80% | |
| 20 | EQIX | Equinix Inc | Stock-Real Estate | 0.61% | -0.02% | -10.09% | |
| 21 | T | At&t Inc | Stock-Comm Services | 0.60% | -0.13% | -13.35% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.12% | -32.56% | |
| 23 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.59% | -0.12% | -8.36% | |
| 24 | C | Citigroup Inc | Stock-Financials | 0.55% | +0.07% | -3.01% | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.55% | +0.02% | -2.00% | |
| 26 | UBER | Uber Technologies Inc | Stock-Industrials | 0.55% | -0.05% | -18.89% | |
| 27 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.54% | -0.13% | -6.50% | |
| 28 | MU | Micron Technology Inc | Stock-Tech | 0.54% | +1.11% | -10.68% | |
| 29 | MS | Morgan Stanley | Stock-Financials | 0.52% | +0.06% | -2.53% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.04% | -3.63% | |
| 31 | GE | General Electric | Stock-Industrials | 0.49% | +0.11% | -3.05% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.49% | +0.02% | -3.60% | |
| 33 | INTC | Intel CORP | Stock-Tech | 0.48% | +0.86% | +173.95% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.06% | -36.82% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.47% | -0.07% | -81.39% | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.46% | +0.15% | -10.39% | |
| 37 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.46% | +0.04% | -23.86% | |
| 38 | FE | Firstenergy CORP | Stock-Utilities | 0.46% | -0.19% | -3.89% | |
| 39 | ECL | Ecolab Inc | Stock-Materials | 0.45% | -0.43% | -27.14% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.45% | -0.06% | +299.52% | |
| 41 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.45% | -0.14% | -3.56% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.43% | +0.15% | -3.79% | |
| 43 | GD | General Dynamics CORP | Stock-Industrials | 0.43% | -0.12% | +46.89% | |
| 44 | CB | Chubb Limited | Stock-Financials | 0.43% | -0.06% | -7.78% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | -0.06% | +7.61% | |
| 46 | AA | Alcoa CORP | Stock-Materials | 0.43% | -0.16% | -3.65% | |
| 47 | NEM | Newmont CORP | Stock-Materials | 0.42% | -0.10% | -6.37% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.41% | +0.09% | +399.22% | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.41% | +0.63% | +548.03% | |
| 50 | DUK | Duke Energy CORP | Stock-Utilities | 0.41% | -0.06% | -7.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.6% | +138.29% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.6% | +12.69% | Add |
| 3 | COP | Conocophillips | +0.4% | +36.49% | Add |
| 4 | GEV | GE Vernova Inc | +0.4% | +47.98% | Add |
| 5 | VZ | Verizon Communications Inc | +0.4% | +399.22% | Add |
| 6 | RTX | Rtx CORP | +0.4% | +299.52% | Add |
| 7 | AMD | Advanced Micro Devices | +0.4% | +548.03% | Add |
| 8 | INTC | Intel CORP | +0.3% | +173.95% | Add |
| 9 | CMCSA | Comcast Corp-class A | +0.3% | NEW | New buy |
| 10 | AMAT | Applied Materials Inc | +0.3% | +561.70% | Add |
| 11 | PIPR | Piper Sandler Cos | +0.2% | NEW | New buy |
| 12 | GLD | SPDR Gold Shares | +0.2% | +100.00% | Add |
| 13 | DE | Deere & Co | +0.2% | +98.73% | Add |
| 14 | PLTR | Palantir Technologies Inc-a | +0.2% | NEW | New buy |
| 15 | LRCX | Lam Research CORP | +0.2% | +174.10% | Add |
| 16 | ACN | Accenture plc | +0.2% | +456.58% | Add |
| 17 | SO | Southern Co/the | +0.2% | +461.93% | Add |
| 18 | NFLX | Netflix Inc | +0.2% | +70.85% | Add |
| 19 | PTEN | Patterson-uti Energy Inc | +0.2% | -3.52% | Trim |
| 20 | GD | General Dynamics CORP | +0.2% | +46.89% | Add |
| 21 | FCX | Freeport-mcmoran Inc | +0.2% | +61.56% | Add |
| 22 | NOC | Northrop Grumman CORP | +0.1% | NEW | New buy |
| 23 | PFE | Pfizer Inc | +0.1% | +563.06% | Add |
| 24 | WMB | Williams Cos Inc | +0.1% | +877.00% | Add |
| 25 | CIEN | Ciena CORP | +0.1% | +3.45% | Add |
| 26 | SNDK | Sandisk CORP | +0.1% | NEW | New buy |
| 27 | JNJ | Johnson & Johnson | +0.1% | +64.76% | Add |
| 28 | CHRD | Chord Energy CORP | +0.1% | -3.63% | Trim |
| 29 | MRK | Merck & Co. Inc. | +0.1% | -0.09% | Trim |
| 30 | ✓ | S&p Global Inc | +0.1% | NEW | New buy |
| 31 | NE | Noble Corporation plc | +0.1% | -3.71% | Trim |
| 32 | NXT | Nextpower Inc-cl A | +0.1% | -3.34% | Trim |
| 33 | JNJ | Johnson & Johnson | +0.1% | +7.61% | Add |
| 34 | EQIX | Equinix Inc | +0.1% | -10.09% | Trim |
| 35 | CMI | Cummins Inc | +0.1% | +1724.31% | Add |
| 36 | AEP | American Electric Power | +0.1% | +1239.51% | Add |
| 37 | MPC | Marathon Petroleum CORP | +0.1% | NEW | New buy |
| 38 | LHX | L3harris Technologies Inc | +0.1% | +42.79% | Add |
| 39 | KMI | Kinder Morgan, Inc. | +0.1% | +700.34% | Add |
| 40 | FTI | TechnipFMC plc | +0.1% | -2.29% | Trim |
| 41 | AA | Alcoa CORP | +0.1% | -3.65% | Trim |
| 42 | CAT | Caterpillar Inc | +0.1% | -3.79% | Trim |
| 43 | AMGN | Amgen Inc | +0.1% | -0.62% | Trim |
| 44 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +130.99% | Add |
| 45 | OKE | Oneok Inc | +0.1% | NEW | New buy |
| 46 | DDOG | Datadog Inc - Class A | +0.1% | NEW | New buy |
| 47 | RACE | Ferrari N.V. | +0.1% | NEW | New buy |
| 48 | AEE | Ameren Corporation | +0.1% | +40.05% | Add |
| 49 | MTZ | Mastec Inc | +0.1% | -1.82% | Trim |
| 50 | MATX | Matson Inc | +0.1% | -4.15% | Trim |
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 766 disclosed positions in Q1 2026.
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, MSFT) accounted for 10.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
CMCSA
市值: $6.6M
Top Position Liquidated / Trimmed
BIL
前期市值: $17.5M
During Q1 2026, New Age Alpha Advisors, LLC's top holdings by market value included AAPL (3.2%)、NVDA (2.7%)、MSFT (2.1%). The largest single position, AAPL, represented 3.2% of total portfolio value.
In Q1 2026, New Age Alpha Advisors, LLC made 199 total portfolio adjustments, initiating 23 new buys, adding to 48 positions, trimming 120 holdings, and fully liquidating 8 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.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.