Arkolith/Funds/New Age Alpha Advisors, LLC

New Age Alpha Advisors, LLC

CIK 1764807
Holdings as of Mar 31, 2026·disclosed May 11, 2026·~41-day 13F lag·13F-HR
Active Filer

New Age Alpha Advisors, LLC holds a diversified book of 757 stocks worth $2.1B as of Q1 2026 (disclosed May 11, 2026, a ~45-day 13F lag). This quarter they opened Comcast Corp-Class A and trimmed Apple Inc. Their largest long position is Apple Inc at 3% of the equity book. They also disclosed $3.3M in put options (a bearish bet) and $5.2M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +57% (+20.1%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show New Age Alpha Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
50
new positions
Added to
148
existing
Trimmed
551
reduced
Sold out
39
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+56.6%
+20.1%/yr · since Feb '24
Their reported book
+58.5%
held from quarter-end
S&P 500
+53.7%
same window
$10K$11K$13K$14K$16KFeb '24Aug '24Feb '25Aug '25Jan '26Jul '26
New Age Alpha Advisors, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +58.5%, a 1.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning New Age Alpha Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
12%
Top 10 holdings
17%
Top 20 holdings
25%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Information Technology
26%
Industrials
14%
Financials
12%
Real Estate
11%
Consumer Discretionary
9%
Health Care
7%
Energy
5%
Utilities
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as New Age Alpha Advisors, LLC

Manager / fundShared namesTheir $ in those
VANGUARD GROUP INC80 / 80$3.3T
BlackRock, Inc.80 / 80$2.6T
STATE STREET CORP80 / 80$1.5T
FMR LLC80 / 80$911.9B
MORGAN STANLEY80 / 80$592.6B
JPMORGAN CHASE & CO80 / 80$587.5B
PRICE T ROWE ASSOCIATES INC /MD/80 / 80$436.2B
BANK OF AMERICA CORP /DE/80 / 80$367.8B

Ranked by how many of New Age Alpha Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

757 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$68.8M271.3K
3.2%
−2.9%
Reduced · −8K sh
2Nvidia Corporation
COM
$57.1M327.6K
2.7%
−3.4%
Reduced · −11K sh
3Microsoft Corp
COM
$44.6M120.6K
2.1%
−2.6%
Reduced · −3K sh
4Amazon Com Inc
COM
$43.5M208.8K
2.0%
−22%
Reduced · −59K sh
5Broadcom Inc
COM
$43.3M140.0K
2.0%
+6.9%
Added · +9K sh
6Exxon Mobil Corp
COM
$29.0M171.1K
1.4%
+13%
Added · +19K sh
7Alphabet Inc
CAP STK CL A
$25.6M88.9K
1.2%
−5.8%
Reduced · −6K sh
8Alphabet Inc
CAP STK CL C
$22.4M78.2K
1.0%
−36%
Reduced · −44K sh
9JPMorgan Chase & Co
COM
$18.6M63.4K
0.9%
−0.1%
Reduced · −46 sh
10Chevron Corporation
COM
$18.6M89.9K
0.9%
+138%
Added · +52K sh
11Welltower Inc
COM
$18.1M91.8K
0.8%
−6.0%
Reduced · −6K sh
12ConocoPhillips
COM
$17.9M136.0K
0.8%
+36%
Added · +36K sh
13Tesla Inc
COM
$17.3M46.6K
0.8%
−3.6%
Reduced · −2K sh
14Ge Vernova Inc
COM
$16.1M18.5K
0.8%
+48%
Added · +6K sh
15Prologis Inc.
COM
$15.9M120.3K
0.7%
−8.8%
Reduced · −12K sh
16Amgen Inc
COM
$15.6M44.4K
0.7%
−0.6%
Reduced · −279 sh
17Merck & Co Inc
COM
$15.3M127.4K
0.7%
−0.1%
Reduced · −119 sh
18Cisco Sys Inc
COM
$13.7M176.2K
0.6%
−1.8%
Reduced · −3K sh
19Oracle Corp
COM
$13.5M91.9K
0.6%
+11%
Added · +9K sh
20Equinix Inc
COM
$13.1M13.4K
0.6%
−10%
Reduced · −2K sh
21AT&T Inc
COM
$12.8M441.7K
0.6%
−13%
Reduced · −68K sh
22Walmart Inc
COM
$12.7M101.9K
0.6%
−33%
Reduced · −49K sh
23Gilead Sciences Inc
COM
$12.6M90.1K
0.6%
−8.4%
Reduced · −8K sh
24Citigroup Inc
COM NEW
$11.9M104.8K
0.6%
−3.0%
Reduced · −3K sh
25Goldman Sachs Group Inc
COM
$11.9M14.0K
0.6%
−2.0%
Reduced · −286 sh
26Uber Technologies Inc
COM
$11.8M163.6K
0.6%
−19%
Reduced · −38K sh
27Digital Rlty TR Inc
COM
$11.6M64.5K
0.5%
−6.5%
Reduced · −4K sh
28Micron Technology Inc
COM
$11.6M34.3K
0.5%
−11%
Reduced · −4K sh
29Morgan Stanley
COM NEW
$11.2M67.9K
0.5%
−2.5%
Reduced · −2K sh
30Berkshire Hathaway Inc Del
CL B NEW
$11.1M23.1K
0.5%
−3.6%
Reduced · −870 sh
31Ge Aerospace
COM NEW
$10.5M37.0K
0.5%
−3.0%
Reduced · −1K sh
32Bank America Corp
COM
$10.5M214.7K
0.5%
−3.6%
Reduced · −8K sh
33Intel Corp
COM
$10.4M235.5K
0.5%
+174%
Added · +150K sh
34Meta Platforms Inc
CL A
$10.2M17.7K
0.5%
−37%
Reduced · −10K sh
35Taiwan Semiconductor Manufac
SPONSORED ADS
$10.1M30.0K
0.5%
−81%
Reduced · −131K sh
36Crowdstrike Hldgs Inc
CL A
$9.9M25.4K
0.5%
−10%
Reduced · −3K sh
37Simon Ppty Group Inc New
COM
$9.9M52.9K
0.5%
−24%
Reduced · −17K sh
38Firstenergy Corp
COM
$9.8M194.1K
0.5%
−3.9%
Reduced · −8K sh
39Ecolab Inc
COM
$9.7M36.6K
0.5%
−27%
Reduced · −14K sh
40RTX Corporation
COM
$9.7M50.3K
0.5%
+300%
Added · +38K sh
41Cardinal Health Inc
COM
$9.6M45.4K
0.4%
−3.5%
Reduced · −2K sh
42Caterpillar Inc
COM
$9.2M13.0K
0.4%
−3.8%
Reduced · −513 sh
43General Dynamics Corp
COM
$9.2M26.8K
0.4%
+47%
Added · +9K sh
44Chubb Ltd Switz
COM
$9.1M28.0K
0.4%
−7.8%
Reduced · −2K sh
45Johnson & Johnson
COM
$9.1M37.4K
0.4%
+7.6%
Added · +3K sh
46Alcoa Corp
COM
$9.1M137.6K
0.4%
−3.6%
Reduced · −5K sh
47Newmont Corp
COM
$9.0M82.7K
0.4%
−6.4%
Reduced · −6K sh
48Verizon Communications Inc
COM
$8.8M176.0K
0.4%
+399%
Added · +141K sh
49Advanced Micro Devices Inc
COM
$8.8M43.3K
0.4%
+548%
Added · +37K sh
50Duke Energy Corp New
COM NEW
$8.8M67.1K
0.4%
−7.4%
Reduced · −5K sh
Showing 50 of 757 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$3.3M
Call notional (bullish)$5.2M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishSPDR GOLD TR$4.6M2K
PUT · bearishS&P GLOBAL INCSPGI$2.5M240
PUT · bearishUNITED STS OIL FD LP$481K3K
PUT · bearishVERTIV HOLDING-A$331K100
CALL · bullishGE VERNOVA INCGEV$223K25
CALL · bullishBROADCOM INC$153K200
CALL · bullishUNITED AIRLINES$110K250
CALL · bullishVERTIV HOLDING-A$63K100
CALL · bullishORACLE CORP$19K100

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 11, 2026766$2.1B13F-HR
Q4 2025Dec 31, 2025Feb 9, 2026758$2.3B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025812$2.4B13F-HR
Q2 2025Jun 30, 2025Aug 11, 2025830$2.3B13F-HR
Q1 2025Mar 31, 2025May 9, 2025895$2.2B13F-HR
Q4 2024Dec 31, 2024Feb 12, 2025879$2.5B13F-HR/A
Q3 2024Sep 30, 2024Nov 12, 2024191$169.7M13F-HR
Q2 2024Jun 30, 2024Aug 12, 2024108$183.5M13F-HR
Q1 2024Mar 31, 2024May 13, 202453$169.0M13F-HR
Q4 2023Dec 31, 2023Feb 13, 202446$134.1M13F-HR
Amended / restated
  • Q4 2024 · filed Feb 12, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.