| 1 | BLDR | Builders FirstSource, Inc. | 4.89% |
| 2 | EWBC | East West Bancorp, Inc. | 4.65% |
| 3 | RGA | Reinsurance Group of America, Incorporated | 4.18% |
| 4 | TOL | Toll Brothers, Inc. | 4.18% |
| 5 | MLI | Mueller Industries, Inc. | 3.45% |
| 6 | ORI | Old Republic International Corporation | 3.04% |
| 7 | STRL | Sterling Infrastructure, Inc. | 2.91% |
| 8 | UMBF | UMB Financial Corporation | 2.54% |
| 9 | PR | Permian Resources Corporation | 2.52% |
| 10 | AXS | AXIS Capital Holdings Limited | 2.48% |
| 11 | APA | APA Corporation | 2.37% |
| 12 | DINO | HF Sinclair Corporation | 2.26% |
| 13 | SNV | Synovus Financial Corp. | 2.25% |
| 14 | JXN | Jackson Financial Inc. | 2.24% |
| 15 | MTG | MGIC Investment Corporation | 2.23% |
| 16 | THG | The Hanover Insurance Group, Inc. | 2.05% |
| 17 | CHRD | Chord Energy Corporation | 2.00% |
| 18 | UFPI | UFP Industries, Inc. | 1.97% |
| 19 | MTDR | Matador Resources Company | 1.84% |
| 20 | OZK | Bank OZK | 1.72% |
| 21 | HESM | Hess Midstream LP | 1.63% |
| 22 | WTM | White Mountains Insurance Group, Ltd. | 1.50% |
| 23 | CALM | Cal-Maine Foods, Inc. | 1.49% |
| 24 | ABCB | Ameris Bancorp | 1.49% |
| 25 | CNR | Core Natural Resources, Inc. | 1.31% |
| View SMCF holdings |