You're signed outSign in or to get full access.
New Age Alpha Advisors, LLC
New Age Alpha Advisors, LLC is an SEC-registered investment adviser headquartered in Rye, New York, United States. The firm manages multiple investment strategies and serves institutional clients and pooled investment vehicles. As of 2025, the company employs approximately 27–43 professionals and has over 800 portfolio positions. Founded prior to 2020, New Age Alpha focuses on systematic, quantitative equity investing for sophisticated investors.
Investment Strategy
New Age Alpha Advisors employs a systematic, rules-based investment strategy rooted in quantitative analysis. The firm constructs diversified equity portfolios targeting mispriced securities and seeks to minimize human biases by relying on probabilistic models and proprietary risk indicators. They emphasize behavioral risk—aiming to avoid stocks prone to market misconceptions—rather than traditional market factors, resulting in dynamic portfolios across global large-cap stocks, including technology and consumer sectors. Their philosophy focuses on predictable, repeatable return generation with transparency and risk control.
Latest 13F Filing Activity
New Age Alpha Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 811 equity positions and 9 options positions with a total 13F market value of $2B. The fund increased holdings in Nvidia Corp., Broadcom Inc., Microsoft Corporation among other positions. New Age Alpha Advisors, LLC reduced exposure to Vanguard Scottsdale FDS, Apple, Inc., Union Pacific Corp. among others.
Top Holdings
Equity Positions (811)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORPORATION | 3.77% | $85.8M | 172,565 | $405.78 | $497.41 | +$15.6M |
A AAPL | APPLE, INC. | 2.73% | $62.0M | 302,427 | $241.27 | $205.17 | -$12.1M |
A AMZN | AMAZON.COM INC | 2.65% | $60.2M | 274,306 | $195.18 | $219.39 | +$2.4M |
N NVDA | NVIDIA CORP | 2.47% | $56.2M | 355,602 | $130.46 | $157.99 | +$18.7M |
T TSM | TAIWAN SEMIC-ADR | 1.95% | $44.4M | 196,200 | $158.03 | $226.49 | +$11.9M |
Options Positions (9)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
T TLT | TLT 12/31/2025 C87 | New | Call | $1.3M | 30 | $88.25 | $88.25 | +30 | +$1.3M |
A AVGO | AVGO 7/18/2025 C260 | New | Call | $482.5K | 3 | $275.65 | $275.65 | +2.5 | +$482.5K |
I INTC | INTC 1/16/2026 C30 | New | Call | $326.0K | 30 | $22.40 | $22.40 | +30 | +$326.0K |
G GOOG | GOOG 8/15/2025 C170 | New | Call | $271.0K | 2 | $177.39 | $177.39 | +2 | +$271.0K |
N NVDA | NVDA 9/19/2025 C150 | New | Call | $179.5K | 1 | $157.99 | $157.99 | +1 | +$179.5K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more