NAA WORLD EQUITY INCOME
New Age Alpha Funds Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
SUNBELT RENTALS 0 1,509 1,509 0.21% $94.87K
WATERS CORP 0 74 74 0.05% $22.04K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ASHTEAD GROUP 1,593 0 -1,593 0.00% -$109.22K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
LAM RESEARCH CORP 2,597 2,603 6 1.21% $111.60K
US ULTRA BOND CBT Sep25 87,736 142,088 54,352 0.31% $54.35K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BROADCOM INC 11,838 11,405 -433 7.68% -$567.17K
JPMORGAN CHASE and CO 5,259 5,040 -219 3.23% -$211.99K
EXXON MOBIL CORP 8,674 8,252 -422 3.05% $356.21K
MITSUBISHI UFJ FIN NPV 80,030 75,830 -4,200 2.70% -$31.58K
JOHNSON&JOHNSON 4,645 4,449 -196 2.37% $126.23K
WALMART INC 8,868 8,456 -412 2.29% $62.93K
HSBC Holdings PLC ORD USD0.50 66,537 63,889 -2,648 2.28% -$3.63K
SONY GRP. CORP 46,101 44,301 -1,800 2.01% -$261.09K
NOVARTIS AG-REG 5,534 5,277 -257 1.76% $44.38K
CHEVRON CORP 3,851 3,654 -197 1.64% $169.08K
NESTLE SA-REG 7,762 7,443 -319 1.59% -$41.52K
SIEMENS AG-REG /EUR/ 0.00000000 2,893 2,782 -111 1.44% -$151.39K
BBVA 31,947 30,716 -1,231 1.41% -$104.61K
Total S.A. 7,199 6,929 -270 1.38% $165.73K
CISCO SYSTEMS INC 8,267 7,991 -276 1.35% -$16.79K
PROCTER & GAMBLE 4,534 4,292 -242 1.35% -$29.83K
HOME DEPOT INC 1,925 1,871 -54 1.34% -$47.04K
ALLIANZ SE REGISTERED /EUR/ 0.00000000 1,524 1,438 -86 1.30% -$101.98K
MIZUHO FINL. GRP. INC 16,234 15,534 -700 1.30% $4.98K
COCA-COLA CO/THE 7,786 7,454 -332 1.23% $22.56K
MERCK & CO 4,865 4,707 -158 1.23% $54.12K
AGNICO EAGLE MINES LTD 2,825 2,752 -73 1.22% $79.43K
TOKIO MARINE HD 11,921 11,621 -300 1.19% $102.74K
GOLDMAN SACHS GROUP INC 602 584 -18 1.07% -$35.10K
RTX CORP 2,610 2,525 -85 1.06% $8.40K
British American Tobacco PLC ORD GBP0.25 8,417 8,082 -335 1.02% -$10.57K
INTL BUS MACH CORP 1,983 1,855 -128 0.98% -$137.75K
LVMH MOET HENNE 858 822 -36 0.96% -$210.18K
BANK OF NOVA SCO 6,558 6,325 -233 0.95% -$45.13K
VERIZON COMMUNICATIONS INC 8,419 8,041 -378 0.88% $60.75K
VOLVO AB-B 12,979 12,498 -481 0.88% -$13.88K
PEPSICO INC 2,678 2,561 -117 0.87% $13.35K
MORGAN STANLEY 2,509 2,398 -111 0.86% -$50.78K
CITIGROUP INC 3,507 3,409 -98 0.84% -$22.62K
UniCredit S.p.A. NPV 5,416 5,201 -215 0.81% -$78.12K
CANADIAN PACIFIC KANSAS CITY LTD 4,892 4,710 -182 0.81% $10.42K
ABB LTD-REG 4,662 4,477 -185 0.79% $15.52K
AMGEN INC 1,067 1,004 -63 0.77% $4.02K
SANOFI 3,784 3,613 -171 0.76% -$18.84K
TC ENERGY CORP 5,724 5,465 -259 0.74% $26.96K
TJX COS INC 2,229 2,133 -96 0.74% -$1.76K
BAE Systems PLC ORD GBP0.025 12,004 11,578 -426 0.73% $59.78K
GILEAD SCIENCES INC 2,471 2,367 -104 0.72% $26.60K
Intesa Sanpaolo S.p.A. NPV 57,816 55,114 -2,702 0.72% -$73.41K
WALT DISNEY CO/T 3,459 3,349 -110 0.70% -$70.75K
ING Groep N.V. EUR0.01 12,430 11,920 -510 0.67% -$41.23K
Vanguard S&P 500 ETF 536 517 -19 0.67% -$27.21K
KDDI CORP 18,608 17,908 -700 0.67% -$14.48K
UBS GROUP AG USD0.10 (REG S) 7,775 7,556 -219 0.63% -$72.35K
ISHARES MSCI EAFE ETF MUTUAL FUND 3,020 2,906 -114 0.61% -$7.75K
CFD_EQS GOLDUS33 7309681 3,139 3,000 -139 0.61% -$17.11K
Nordea Bank AB publ 16,988 16,400 -588 0.61% -$42.01K
UNION PACIFIC CORP 1,172 1,125 -47 0.59% $1.84K
DnB Bank ASA NOK12.50 8,983 8,586 -397 0.58% $16.28K
Sumitomo Electric Industries Ltd. NPV 5,363 4,963 -400 0.57% $45.48K
NATL BK CANADA 2,056 1,988 -68 0.56% -$1.36K
SoftBank Corporation 195,336 187,836 -7,500 0.54% -$18.05K
Dieteren S.A. 1,404 1,364 -40 0.54% -$4.44K
Swedbank AB (publ) SER'A'NPV 7,427 7,089 -338 0.52% -$20.27K
Axa SA EUR2.29 5,504 5,206 -298 0.51% -$28.74K
ACCENTURE PLC-A 1,269 1,184 -85 0.51% -$105.70K
PROGRESSIVE CORP OHIO 1,191 1,134 -57 0.49% -$46.41K
Deutsche Boerse AG NPV(REGD) 798 771 -27 0.49% $14.04K
CHUBB LTD 722 683 -39 0.48% -$2.74K
WASTE CONNECTIONS INC 1,443 1,367 -76 0.48% -$31.01K
CORNING INC 1,650 1,610 -40 0.48% $74.44K
MEDTRONIC PLC 2,601 2,522 -79 0.48% -$31.32K
STRYKER CORP 679 662 -17 0.47% -$21.12K
NEWMONT CORP 2,115 2,000 -115 0.47% $5.32K
SOUTHERN CO 2,188 2,102 -86 0.44% $12.09K
Sydbank AS 2,626 2,476 -150 0.43% -$38.42K
DUKE ENERGY CORP NEW 1,543 1,482 -61 0.42% $13.20K
TRANE TECHNOLOGI 468 450 -18 0.41% $5.39K
EQUINIX INC 198 190 -8 0.41% $34.55K
Koninklijke Ahold Delhaize NV EUR0.01 4,107 3,972 -135 0.40% $17.16K
CVS HEALTH CORP 2,590 2,476 -114 0.39% -$27.72K
INTERCONTINENTAL EXCHANGE INC 1,125 1,088 -37 0.37% -$11.08K
GENERAL DYNAMICS CORPORATION 506 489 -17 0.37% -$2.52K
ROYAL UNIBREW /DKK/ 0.00000000 2,140 2,060 -80 0.36% -$26.28K
Tesco PLC ORD GBP0.0633333 27,556 26,341 -1,215 0.36% $830
SVENSKA HANDELSBANKEN-A SHS /SEK/ 0.00000000 13,249 12,654 -595 0.36% -$28.89K
BANK OF NEW YORK MELLON CORP 1,413 1,379 -34 0.36% -$444
Orange SA EUR4 8,206 7,760 -446 0.35% $22.20K
WASTE MANAGEMENT INC 717 684 -33 0.34% -$356
FREEPORT MCMORAN INC 2,699 2,612 -87 0.33% $16.45K
SUMITOMO MITSUI TRUST HOLDINGS INC /JPY/ 0.00000000 4,600 4,500 -100 0.30% -$1.31K
MOTOROLA SOLUTIONS INC 333 320 -13 0.30% $11.22K
THE CIGNA GROUP 528 498 -30 0.29% -$12.48K
ROSS STORES INC 623 612 -11 0.29% $20.35K
TRANSDIGM GROUP INC 122 114 -8 0.29% -$30.12K
Nippon Steel Corporation 36,945 35,745 -1,200 0.28% -$21.68K
MARRIOTT INTL-A 418 396 -22 0.28% -$161
GENERAL MOTORS CO 1,817 1,735 -82 0.28% -$18.50K
ECOLAB INC 487 478 -9 0.28% -$690
Imperial Tobacco Group plc 3,138 3,010 -128 0.27% -$9.89K
TRAVELERS COS IN 427 415 -12 0.26% -$2.81K
COMMON STOCK 4,132 4,046 -86 0.26% $3.71K
ROYAL CARIBBEAN 447 429 -18 0.26% -$6.63K
HOLCIM LTD /CHF/ 0.00000000 1,494 1,451 -43 0.26% -$28.84K
SIMON PROPERTY 643 624 -19 0.25% -$2.63K
BANK OF IRELAND GRP. PLC 6,459 6,298 -161 0.24% -$11.90K
MICHELIN(CIE GLE DES ETAB 3,460 3,299 -161 0.24% -$3.77K
CINTAS CORP 667 648 -19 0.24% -$15.84K
REALTY INCOME CORP REIT 1,833 1,764 -69 0.23% $4.60K
ASAHI GROUP HOLD 11,300 10,200 -1,100 0.22% -$16.42K
ALLSTATE CORPORATION 510 488 -22 0.22% -$4.97K
ZOETIS INC CL A 842 807 -35 0.21% -$10.54K
EXELON CORP 2,052 1,942 -110 0.21% $5.75K
HANNOVER RUECKVERSICHERU SE /EUR/ 0.00000000 314 306 -8 0.21% -$3.48K
SWISS LIFE HOLDING AG-REG /CHF/ 0.00000000 83 80 -3 0.19% -$8.92K
ROGERS COMMUNICATIONS INC COMMON STOCK 2,303 2,259 -44 0.19% -$70
MAGNA INTL 1,573 1,545 -28 0.19% $2.41K
FORD MOTOR CO 7,873 7,469 -404 0.19% -$17.10K
BECTON DICKINSON and CO 559 539 -20 0.18% -$23.74K
TERNA - Rete Elettrica Nazionale S.p.A. ORD EUR0.22 7,795 7,339 -456 0.18% $757
SPDR S&P 500 ETF Trust 393 126 -267 0.18% -$186.05K
DELTA AIR LI 1,284 1,215 -69 0.18% -$8.34K
JULIUS BAER GRP. LTD 1,111 1,091 -20 0.17% -$7.26K
YUM! BRANDS INC 526 503 -23 0.17% -$1.37K
PUB SERV ENTERP 1,006 962 -44 0.17% -$2.91K
MSCI INC 142 140 -2 0.16% -$6.01K
COCA COLA EUROPEAN PARTNERS PLC 871 828 -43 0.16% -$3.92K
GARMIN LTD 329 318 -11 0.16% $7.04K
EVOLUTION AB /SEK/ 144A 0.00000000 1,285 1,192 -93 0.16% -$14.23K
LEGAL & GEN. GRP. PLC 22,435 21,845 -590 0.15% -$7.99K
MERLIN PROPS. SOCIMI SA 4,396 4,102 -294 0.15% $2.63K
SIEMENS HEALTHIN 1,646 1,577 -69 0.14% -$20.70K
THOMSON REUTERS CORP 763 730 -33 0.14% -$34.81K
Orion Oyj SER'B'NPV 804 773 -31 0.14% $2.15K
NRG ENERGY INC 432 415 -17 0.13% -$8.14K
DTE ENERGY CO 443 408 -35 0.13% $2.52K
XYLEM INC 484 472 -12 0.12% -$9.51K
COGNIZANT TECH SOLUTIONS CL A 969 906 -63 0.12% -$24.84K
VICI PROPERTIES 2,199 2,030 -169 0.12% -$6.38K
FIRSTENERGY CORP 1,068 1,016 -52 0.11% $3.66K
NISOURCE INC 1,159 1,073 -86 0.11% $1.67K
DUPONT DE NEMOURS INC 1,172 1,090 -82 0.11% $2.81K
AMERICAN WATER WRKS COMPANY 392 363 -29 0.11% -$1.76K
GAMES WORKSHOP GRP. PLC 219 203 -16 0.10% -$8.30K
CONSTELLATION BRANDS INC CL A 341 317 -24 0.10% $506
SMURFIT WESTROCK 1,239 1,164 -75 0.10% -$1.53K
Segro PLC REIT 5,604 5,410 -194 0.10% -$8.05K
VERISIGN INC 194 182 -12 0.10% -$1.93K
SPIRAX-SARCO ENG 531 492 -39 0.10% -$4.68K
EVEREST RE GROUP 145 135 -10 0.10% -$5.08K
AVALONBAY COMMUNITIES INC REIT 288 266 -22 0.09% -$8.77K
Severn Trent PLC ORD GBP0.9789 1,161 1,058 -103 0.09% -$258
OPEN TEXT CORP 1,976 1,946 -30 0.09% -$20.99K
WR BERKLEY CORP 691 641 -50 0.09% -$5.97K
EXPEDITORS INTL OF WASH INC 318 296 -22 0.09% -$4.99K
NETAPP INC 436 411 -25 0.09% -$4.61K
Hoshizaki Corporation 1,400 1,300 -100 0.09% -$5.22K
OMNICOM GROUP INC 581 549 -32 0.09% -$5.57K
ESSEX PROPERTY TRUST INC 182 169 -13 0.09% -$6.73K
SOUTHWEST AIRLINES CO 1,151 1,078 -73 0.09% -$7.07K
INVITATION HOMES INC 1,749 1,619 -130 0.09% -$8.37K
JAPAN REAL ESTATE INVESTMENT /JPY/ 0.00000000 55 54 -1 0.09% -$6.21K
ROLLINS INC 784 734 -50 0.09% -$7.85K
HUMANA INC 236 224 -12 0.08% -$21.61K
BUNZL PLC 1,329 1,277 -52 0.08% $939
LENNAR CORP CL A 481 437 -44 0.08% -$11.50K
CDW CORPORATION 338 308 -30 0.08% -$8.76K
GENUINE PARTS CO 374 352 -22 0.08% -$8.76K
FOX CORP CL A 666 622 -44 0.08% -$12.34K
BROADRIDGE FINL 230 223 -7 0.08% -$15.10K
FACTSET RESEARCH SYSTEMS INC 170 152 -18 0.07% -$16.35K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
SEAGATE TECHNOLO 431 431 0 0.37% $50.16K
SEKISUI HOUSE 3,862 3,862 0 0.19% -$597
BEAZLEY PLC 3,848 3,848 0 0.14% $21.32K
ARES MANAGEMENT CORP CL A 421 421 0 0.10% -$22.12K

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