New Age Alpha Advisors, LLC Incresed Positions in Q2 2025

New Age Alpha Advisors, LLC

  • $2.27 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MORN
Morningstar, Inc.

Financial Services
351
+ 6.42%
$255.31 - $313.93 $89.6K - $110K
5.82K $1.83B
WTS
Watts Water Technologies Inc

Industrials
275
+ 9.72%
$180.4 - $247.22 $49.6K - $68K
3.11K $763M
DOCU
Docusign, Inc.

Technology
4.13K
+ 10.03%
$70.35 - $93.84 $290K - $387K
45.3K $3.53B
AM
Antero Midstream Corp

Energy
7.86K
+ 52.3%
$15.88 - $18.99 $125K - $149K
22.9K $434M
PCTY
Paylocity Holding Corp

Technology
1.16K
+ 13.18%
$172.54 - $201.04 $200K - $234K
9.98K $1.81B
APPF
Appfolio Inc

Technology
463
+ 9.9%
$192.02 - $234.65 $88.9K - $109K
5.14K $1.18B
KNSL
Kinsale Capital Group, Inc.

Financial Services
332
+ 7.39%
$419.99 - $501.97 $139K - $167K
4.83K $2.34B
OLED
Universal Display Corp Pa

Technology
551
+ 13.39%
$106.6 - $161.02 $58.7K - $88.7K
4.67K $721M
NI
Nisource Inc.

Utilities
3.56K
+ 63.58%
$37.11 - $40.64 $132K - $144K
9.15K $369M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
447
+ 100.22%
$224.16 - $285.86 $100K - $128K
893 $255M
DCI
Donaldson CO Inc

Industrials
1.5K
+ 10.83%
$59.18 - $71.02 $88.8K - $107K
15.4K $1.07B
ANF
Abercrombie & Fitch CO

Consumer Cyclical
789
+ 7.62%
$66.94 - $88.47 $52.8K - $69.8K
11.1K $923M
TMDX
Trans Medics Group, Inc.

Healthcare
113
+ 6.6%
$67.67 - $143.04 $7.65K - $16.2K
1.83K $245M
TBBK
Bancorp, Inc.

Financial Services
2.08K
+ 85.09%
$40.93 - $57.59 $85.3K - $120K
4.53K $258M
LNG
Cheniere Energy, Inc.

Energy
499
+ 137.09%
$197.25 - $244.33 $98.4K - $122K
863 $210M
SBUX
Starbucks Corp

Consumer Cyclical
3.47K
+ 11.52%
$79.69 - $99.41 $277K - $345K
33.6K $3.08B
AAON
Aaon, Inc.

Industrials
2.48K
+ 18.11%
$71.78 - $106.87 $178K - $265K
16.1K $1.19B
RGA
Reinsurance Group Of America Inc

Financial Services
363
+ 1.11%
$168.32 - $209.71 $61.1K - $76.1K
33.2K $6.58B
CFR
Cullen/Frost Bankers, Inc.

Financial Services
615
+ 5.17%
$105.8 - $131.55 $65.1K - $80.9K
12.5K $1.61B
AWR
American States Water CO

Utilities
1.59K
+ 43.09%
$75.1 - $81.3 $120K - $130K
5.29K $406M
IBKR
Interactive Brokers Group, Inc.

Financial Services
46.4K
+ 208.0%
$50.53 - $212.53 $2.34M - $9.85M
68.6K $3.8B
MARA
Marathon Digital Holdings, Inc.

Financial Services
2.61K
+ 15.83%
N/A
19.1K $299M
RPM
Rpm International Inc

Basic Materials
4.44K
+ 6.83%
$96.97 - $117.58 $430K - $522K
69.4K $7.63B
IPAR
Inter Parfums Inc

Consumer Defensive
653
+ 71.44%
$99.7 - $141.48 $65.1K - $92.4K
1.57K $206M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
705
+ 12.48%
$139.81 - $165.8 $98.6K - $117K
6.36K $987M
NBTB
Nbt Bancorp Inc

Financial Services
4.16K
+ 7.26%
$38.62 - $44.8 $161K - $186K
61.4K $2.55B
EXPD
Expeditors International Of Washington Inc

Industrials
770
+ 134.38%
$102.84 - $122.24 $79.2K - $94.1K
1.34K $153M
IRDM
Iridium Communications Inc.

Communication Services
1.29K
+ 8.28%
$21.57 - $30.17 $27.8K - $38.9K
16.8K $508M
CRUS
Cirrus Logic, Inc.

Technology
240
+ 2.03%
$77.43 - $107.58 $18.6K - $25.8K
12.1K $1.26B
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
3.12K
+ 7.6%
$8.48 - $11.94 $26.5K - $37.3K
44.3K $459M
GSHD
Goosehead Insurance, Inc.

Financial Services
780
+ 62.8%
$93.19 - $121.83 $72.7K - $95K
2.02K $213M
SMPL
Simply Good Foods CO

Consumer Defensive
2.73K
+ 38.43%
$31.59 - $38.0 $86.2K - $104K
9.83K $311M
V
Visa Inc.

Financial Services
134
+ 3.72%
$308.27 - $373.31 $41.3K - $50K
3.74K $1.33B
AGNC
Agnc Investment Corp.

Real Estate
6.58K
+ 130.27%
$8.12 - $9.49 $53.4K - $62.4K
11.6K $107M
MEDP
Medpace Holdings, Inc.

Healthcare
31
+ 0.6%
$277.23 - $315.28 $8.59K - $9.77K
5.21K $1.63B
PEN
Penumbra Inc

Healthcare
418
+ 8.27%
$253.22 - $299.78 $106K - $125K
5.47K $1.4B
CROX
Crocs, Inc.

Consumer Cyclical
1.06K
+ 8.97%
$88.67 - $120.26 $94K - $127K
12.9K $1.3B
NAVI
Navient Corp

Financial Services
2.75K
+ 48.74%
$10.76 - $14.33 $29.6K - $39.4K
8.38K $118M
UCBI
United Community Banks Inc

Financial Services
578
+ 3.36%
N/A
17.8K $530M
BAND
Bandwidth Inc.

Technology
464
+ 3.4%
$11.45 - $15.9 $5.31K - $7.38K
14.1K $224M
FLR
Fluor Corp

Industrials
459
+ 35.36%
$30.86 - $51.42 $14.2K - $23.6K
1.76K $90.1M
MFA
Mfa Financial, Inc.

Real Estate
5.3K
+ 63.34%
$8.17 - $10.35 $43.3K - $54.9K
13.7K $129M
SEE
Sealed Air Corp

Consumer Cyclical
433
+ 3.37%
$23.93 - $32.95 $10.4K - $14.3K
13.3K $412M
FUL
Fuller H B CO

Basic Materials
137
+ 1.74%
$48.43 - $61.99 $6.63K - $8.49K
8.01K $482M
Annaly Capital M
2.32K
+ 62.75%
N/A
6.03K $113M
PRI
Primerica, Inc.

Financial Services
404
+ 5.98%
$244.39 - $290.62 $98.7K - $117K
7.16K $1.96B
RNR
Renaissancere Holdings LTD

Financial Services
17
+ 0.16%
$220.37 - $253.95 $3.75K - $4.32K
10.6K $2.56B
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.04K
+ 8.24%
$107.83 - $119.94 $112K - $125K
13.7K $1.48B
WDFC
Wd 40 CO

Basic Materials
173
+ 40.8%
$217.49 - $248.93 $37.6K - $43.1K
597 $136M
Activity Summary
Buys All Purchases 388 New Holdings 106 Increased Positions 282 Sells All Sells 398 Reductions 398 Sold out 0 Options Calls 7 Puts 2
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