NAA LARGE CAP VALUE SERIES

NAA LARGE CAP VALUE SERIES is a registered fund series of New Age Alpha Variable Funds Trust (series S000087634). Net assets $186.7M as of 2026-03-31.

Profile

Advisers

Top holdings (103 reported)

Showing 15 of 103 holdings by value.

HoldingTickerValue% of fund
Apple Inc.$12.9M692.61%
Amazon.com, Inc.$6.6M351.86%
Exxon Mobil Corp.$4.9M264.43%
Walmart Inc$3.8M201.17%
Costco Wholesale Corporation$3.0M163.00%
Tesla Inc$2.7M146.42%
Chevron Corp.$2.4M130.52%
ConocoPhillips$2.4M128.97%
The Procter & Gamble Co.$2.3M124.70%
Bank of America Corp.$2.3M121.03%
Home Depot Inc.$2.3M121.01%
Baker Hughes Company$2.3M120.90%
SLB Ltd.$2.3M120.55%
Intel Corporation$2.1M114.51%
Merck & Co., Inc$2.1M113.94%

Net asset history

Report dateNet assets
2026-03-31$186.7M
2025-12-31$196.2M
2025-09-30$197.6M
2025-06-30$192.2M
2025-03-31$191.8M
2024-12-31$198.8M

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