NAAA
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New Age Alpha Advisors’s Super Micro Computer SMCI Stock Holding History

New Age Alpha Advisors’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-54,888
Closed -$2.63M – 910
2025
Q3 		$2.63M Sell
54,888
-1,561
-3% -$74.5K 0.11% 252
2025
Q2 		$2.77M Sell
56,449
-6,708
-11% -$259K 0.12% 245
2025
Q1 		$2.16M Sell
63,157
-33,200
-34% -$1.26M 0.1% 300
2024
Q4 		$2.94M Buy
+96,357
New +$3.5M 0.12% 249
2024
Q1 		– Sell
-62,000
Closed -$1.76M – 67
2023
Q4 		$1.76M Buy
+62,000
New +$1.72M 1.34% 20

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BlackRock
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return