New Age Alpha Advisors, LLC Reduced Holdings in Q3 2025

New Age Alpha Advisors, LLC

  • $2.39 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IRM
Iron Mountain Inc

Real Estate
-5.71K
- 7.34%
$89.46 - $104.46 $511K - $597K
72.1K $7.35B
DT
Dynatrace, Inc.

Technology
-2.04K
- 2.66%
$46.04 - $56.64 $93.7K - $115K
74.4K $3.61B
PTEN
Patterson Uti Energy Inc

Energy
-16.4K
- 2.32%
$5.18 - $6.6 $84.8K - $108K
690K $3.57B
WING
Wingstop Inc.

Consumer Cyclical
-180
- 2.71%
$247.44 - $377.34 $44.5K - $67.9K
6.46K $1.63B
AJG
Arthur J. Gallagher & Co.

Financial Services
-1.48K
- 10.39%
$284.17 - $319.49 $421K - $474K
12.8K $3.96B
DRI
Darden Restaurants Inc

Consumer Cyclical
-481
- 2.61%
$184.73 - $220.27 $88.9K - $106K
18K $3.42B
ELV
Elevance Health, Inc.

Healthcare
-106
- 1.28%
$274.66 - $395.76 $29.1K - $42K
8.16K $2.64B
PANW
Palo Alto Networks Inc

Technology
-2.58K
- 6.53%
$167.06 - $208.19 $431K - $538K
37K $7.53B
AIN
Albany International Corp

Consumer Cyclical
-785
- 2.6%
$52.8 - $72.53 $41.4K - $56.9K
29.4K $1.57B
BRO
Brown & Brown, Inc.

Financial Services
-725
- 2.6%
$90.88 - $108.93 $65.9K - $79K
27.2K $2.55B
ECL
Ecolab Inc.

Basic Materials
-2.97K
- 4.47%
$259.39 - $285.47 $770K - $848K
63.5K $17.4B
MORN
Morningstar, Inc.

Financial Services
-164
- 2.82%
$231.72 - $311.89 $38K - $51.1K
5.66K $1.31B
PINS
Pinterest, Inc.

Communication Services
-10K
- 20.0%
$32.17 - $39.17 $322K - $392K
40K $1.29B
ESS
Essex Property Trust, Inc.

Real Estate
-1.02K
- 7.07%
N/A
13.5K $3.6B
RSG
Republic Services, Inc.

Industrials
-1.32K
- 11.43%
$225.33 - $246.01 $297K - $324K
10.2K $2.34B
DLTR
Dollar Tree, Inc.

Consumer Defensive
-1.57K
- 2.14%
$94.03 - $117.16 $148K - $184K
71.9K $6.79B
LNTH
Lantheus Holdings, Inc.

Healthcare
-380
- 2.47%
$50.11 - $83.83 $19K - $31.9K
15K $769M
CUBE
Cube Smart

Real Estate
-5.25K
- 3.66%
$38.71 - $43.34 $203K - $228K
138K $5.62B
PAYX
Paychex Inc

Industrials
-564
- 2.61%
$126.69 - $147.99 $71.5K - $83.5K
21.1K $2.67B
GWW
W.W. Grainger, Inc.

Industrials
-247
- 9.71%
$932.44 - $1059.49 $230K - $262K
2.3K $2.19B
FDS
Factset Research Systems Inc

Financial Services
-26
- 0.93%
$283.86 - $450.3 $7.38K - $11.7K
2.76K $791M
SIGI
Selective Insurance Group Inc

Financial Services
-1.35K
- 2.21%
$75.0 - $90.91 $101K - $123K
59.9K $4.86B
RAMP
Live Ramp Holdings, Inc.

Technology
-1.59K
- 2.31%
$25.76 - $34.2 $41.1K - $54.5K
67.4K $1.83B
EQH
Equitable Holdings, Inc.

Financial Services
-1.96K
- 2.97%
$50.09 - $55.88 $98.1K - $109K
63.9K $3.24B
OKE
Oneok Inc

Energy
-1.11K
- 2.64%
$71.36 - $83.47 $79.1K - $92.5K
40.9K $2.99B
MAA
Mid America Apartment Communities Inc.

Real Estate
-1.62K
- 6.35%
$138.38 - $153.2 $223K - $247K
23.8K $3.33B
UNF
Unifirst Corp

Industrials
-389
- 2.33%
$165.27 - $190.41 $64.3K - $74.1K
16.3K $2.73B
CHD
Church & Dwight CO Inc

Consumer Defensive
-4.11K
- 62.34%
$85.84 - $99.09 $353K - $408K
2.49K $218M
DV
Double Verify Holdings, Inc.

Technology
-2.79K
- 2.27%
$11.86 - $16.27 $33.1K - $45.4K
120K $1.44B
VRSK
Verisk Analytics, Inc.

Industrials
-1.23K
- 93.13%
$242.3 - $312.95 $299K - $386K
91 $22.9M
UNM
Unum Group

Financial Services
-1.83K
- 2.21%
$68.55 - $82.12 $126K - $151K
81K $6.3B
HQY
Healthequity, Inc.

Healthcare
-1.46K
- 5.82%
$87.42 - $103.12 $127K - $150K
23.6K $2.23B
OKTA
Okta, Inc.

Technology
-1K
- 2.85%
$88.51 - $101.1 $88.6K - $101K
34.2K $3.13B
EQR
Equity Residential

Real Estate
-2.72K
- 3.66%
$62.3 - $68.34 $169K - $186K
71.5K $4.63B
O
Realty Income Corp

Real Estate
-17.6K
- 8.09%
$56.13 - $60.79 $990K - $1.07M
200K $12.2B
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-393
- 2.77%
$158.24 - $191.13 $62.2K - $75.1K
13.8K $2.29B
LUV
Southwest Airlines CO

Industrials
-9.68K
- 8.91%
$29.06 - $37.7 $281K - $365K
98.9K $3.16B
FOUR
Shift4 Payments, Inc.

Technology
-422
- 2.77%
$77.4 - $106.81 $32.7K - $45.1K
14.8K $1.15B
RGA
Reinsurance Group Of America Inc

Financial Services
-785
- 2.37%
$177.1 - $199.23 $139K - $156K
32.4K $6.22B
DOCU
Docusign, Inc.

Technology
-1.27K
- 2.81%
$67.14 - $85.01 $85.4K - $108K
44K $3.18B
UDR
Udr, Inc.

Real Estate
-3.19K
- 4.86%
$36.71 - $41.37 $117K - $132K
62.4K $2.32B
ELS
Equity Lifestyle Properties Inc

Real Estate
-3.41K
- 2.35%
$58.43 - $62.12 $199K - $212K
142K $8.6B
PAYC
Paycom Software, Inc.

Technology
-649
- 7.17%
$208.14 - $238.8 $135K - $155K
8.41K $1.75B
KNSL
Kinsale Capital Group, Inc.

Financial Services
-140
- 2.9%
$415.15 - $489.89 $58.1K - $68.6K
4.69K $1.99B
KMB
Kimberly Clark Corp

Consumer Defensive
-2.63K
- 92.76%
$121.72 - $136.77 $320K - $359K
205 $25.5M
IWN
Ishares Russell2000 Val ETF

ETFs
-2.36K
- 54.93%
$157.1 - $178.94 $370K - $421K
1.93K $342M
ACN
Accenture PLC

Technology
-32
- 0.55%
$232.56 - $304.78 $7.44K - $9.75K
5.75K $1.42B
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-655
- 2.84%
$50.98 - $67.62 $33.4K - $44.3K
22.4K $1.26B
DLR
Digital Realty Trust, Inc.

Real Estate
-1.17K
- 1.68%
$161.21 - $180.02 $188K - $210K
68.3K $11.8B
Activity Summary
Buys All Purchases 90 New Holdings 14 Increased Positions 76 Sells All Sells 616 Reductions 616 Sold out 0 Options Calls 7 Puts 8
Track This Portfolio

Track New Age Alpha Advisors, LLC Portfolio

Follow New Age Alpha Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Age Alpha Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Age Alpha Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email