| 1 | FLEX | Flex Ltd. | 6.27% |
| 2 | EWBC | East West Bancorp, Inc. | 4.54% |
| 3 | BLDR | Builders FirstSource, Inc. | 4.35% |
| 4 | RGA | Reinsurance Group of America, Incorporated | 4.29% |
| 5 | TOL | Toll Brothers, Inc. | 3.70% |
| 6 | MLI | Mueller Industries, Inc. | 2.89% |
| 7 | ORI | Old Republic International Corporation | 2.86% |
| 8 | PR | Permian Resources Corporation | 2.59% |
| 9 | AXS | AXIS Capital Holdings Limited | 2.53% |
| 10 | SNV | Synovus Financial Corp. | 2.35% |
| 11 | MTG | MGIC Investment Corporation | 2.29% |
| 12 | UMBF | UMB Financial Corporation | 2.26% |
| 13 | STRL | Sterling Infrastructure, Inc. | 2.21% |
| 14 | APA | APA Corporation | 2.13% |
| 15 | DINO | HF Sinclair Corporation | 2.12% |
| 16 | JXN | Jackson Financial Inc. | 2.09% |
| 17 | CHRD | Chord Energy Corporation | 2.00% |
| 18 | THG | The Hanover Insurance Group, Inc. | 1.96% |
| 19 | UFPI | UFP Industries, Inc. | 1.94% |
| 20 | MTDR | Matador Resources Company | 1.86% |
| 21 | OZK | Bank OZK | 1.64% |
| 22 | WTM | White Mountains Insurance Group, Ltd. | 1.46% |
| 23 | CALM | Cal-Maine Foods, Inc. | 1.39% |
| 24 | ABCB | Ameris Bancorp | 1.37% |
| 25 | HESM | Hess Midstream LP | 1.32% |
| View SMCF holdings |