New Age Alpha Advisors, LLC
SEC Form 13F institutional filer · CIK 0001764807
13F-HR · 335 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.47B
Top-10 concentration
25.2%
New Age Alpha Advisors, LLC — $1.47B AUM allocation strategy
New Age Alpha Advisors, LLC files SEC Form 13F and reports $1.47B of long US equity value across 335 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 16.3%, followed by Energy 4.4% and Consumer Discretionary 4.1%.
The top 10 holdings account for 25% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
New Age Alpha Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.47B
total across 335 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
25% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VZ +141K sh · +$7.4M+$PFE +101K sh · +$2.89M+$PCG +86.2K sh · +$1.52M
Exited to nil (held last quarter, gone now)
$TYL ($1M last qtr)$INCY ($237K last qtr)$MMM ($228K last qtr)$ADSK ($179K last qtr)$HSY ($156K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors6.8%—
- Technology Hardware, Storage & Peripherals4.7%—
- Interactive Media & Services3.3%—
- Integrated Oil & Gas3.2%—
- Systems Software3.0%—
- Broadline Retail2.9%—
- Diversified Banks1.3%—
- Health Care REITs1.2%—
- Other holdings73.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 271K | $68.8M | -8.01K | 4.7% |
| $NVDA | NVIDIA Corporation | 328K | $57.1M | -11.4K | 3.9% |
| $MSFT | Microsoft Corporation | 121K | $44.6M | -3.24K | 3.0% |
| $AMZN | Amazon.com Inc | 209K | $43.5M | -59.3K | 2.9% |
| $AVGO | Broadcom Inc | 140K | $43.3M | +9.09K | 2.9% |
| $XOM | ExxonMobil Holdings Corporation | 171K | $29M | +19.3K | 2.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 88.9K | $25.6M | -5.5K | 1.7% |
| $GOOGL | Alphabet Inc | 78.2K | $22.4M | -44.3K | 1.5% |
| $JPM | JP Morgan Chase & Co | 63.4K | $18.6M | -46 | 1.3% |
| $CVX | Chevron Corporation | 89.9K | $18.6M | +52.2K | 1.3% |
…and 325 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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