Dell Technologies, Inc. |
DELL |
3.2% |
Williams-Sonoma, Inc. |
WSM |
2.6% |
Valero Energy Corp. |
VLO |
2.3% |
Tractor Supply Co. |
TSCO |
2.3% |
AutoZone, Inc. |
AZO |
2.2% |
LPL Financial Holdings, Inc. |
LPLA |
2.2% |
McKesson Corp. |
MCK |
2.2% |
United Rentals, Inc. |
URI |
2.2% |
Hewlett-Packard Co. |
HPQ |
2.2% |
Exxon Mobil Corp. |
XOM |
2.2% |
Caterpillar, Inc. |
CAT |
2.1% |
Steel Dynamics, Inc. |
STLD |
2.1% |
HCA Healthcare, Inc. |
HCA |
2.1% |
Best Buy Co., Inc. |
BBY |
2.1% |
NVR, Inc. |
NVR |
2.1% |
Kimberly-Clark Corp. |
KMB |
2.1% |
Marathon Petroleum Corp. |
MPC |
2.1% |
Altria Group, Inc. |
MO |
2.0% |
EOG Resources, Inc. |
EOG |
2.0% |
The Kroger Co. |
KR |
2.0% |
PACCAR, Inc. |
PCAR |
2.0% |
Devon Energy Corp. |
DVN |
2.0% |
Microchip Technology, Inc. |
MCHP |
2.0% |
Philip Morris International, Inc. |
PM |
2.0% |
Cheniere Energy, Inc. |
LNG |
2.0% |
PulteGroup, Inc. |
PHM |
1.9% |
Lockheed Martin Corp. |
LMT |
1.9% |
Cencora, Inc. |
COR |
1.9% |
ConocoPhillips |
COP |
1.9% |
Omnicom Group, Inc. |
OMC |
1.9% |
Lowe's Companies, Inc. |
LOW |
1.9% |
Genuine Parts Co. |
GPC |
1.9% |
Halliburton Co. |
HAL |
1.8% |
Dollar General Corp. |
DG |
1.8% |
Masco Corp. |
MAS |
1.8% |
The Hershey Co. |
HSY |
1.8% |
Deere & Co. |
DE |
1.8% |
Darden Restaurants, Inc. |
DRI |
1.8% |
Cisco Systems, Inc. |
CSCO |
1.8% |
CF Industries Holdings, Inc. |
CF |
1.8% |
Nucor Corp. |
NUE |
1.8% |
3M Co. |
MMM |
1.7% |
ON Semiconductor Corp. |
ON |
1.7% |
DR Horton, Inc. |
DHI |
1.7% |
Cognizant Technology Solutions |
CTSH |
1.7% |
United Parcel Service (Class B) |
UPS |
1.6% |
Jabil, Inc. |
JBL |
1.6% |
Builders FirstSource, Inc. |
BLDR |
1.5% |
Ulta Beauty, Inc. |
ULTA |
1.5% |
Lamb Weston Holdings, Inc. |
LW |
1.5% |
Solventum Corp. |
SOLV |
0.2% |
Total as % of Net Assets |
|
98.26% |