| United Rentals, Inc. | 34,030 | US$38.6M | 11.7% |
| Vse Corporation | 122K | US$27.9M | 8.5% |
| Deere & Company | 25,240 | US$16M | 4.9% |
| Truist Financial Corporation | 317K | US$15.8M | 4.8% |
| Caterpillar, Inc. | 14,327 | US$15.3M | 4.6% |
| Apple Inc | 48,980 | US$14.2M | 4.3% |
| Lennar Corporation | 119K | US$10.8M | 3.3% |
| International Business Machines Corporation | 37,302 | US$10.5M | 3.2% |
| Conocophillips | 93,221 | US$9.69M | 2.9% |
| Nvr, Inc. | 1,319 | US$8.99M | 2.7% |
| Diamondback Energy, Inc. | 44,474 | US$7.82M | 2.4% |
| Valero Energy Corporation | 29,890 | US$7.78M | 2.4% |
| Chevron Corporation | 43,119 | US$7.15M | 2.2% |
| Freeport-mcmoran, Inc. | 113K | US$7.13M | 2.2% |
| Bank Of America Corporation | 123K | US$7.01M | 2.1% |
| Phillips 66 | 38,200 | US$6.46M | 2.0% |
| Merck & Company, Inc. | 43,456 | US$5.58M | 1.7% |
| Cf Industries Holdings, Inc. | 48,580 | US$5.26M | 1.6% |
| Microsoft Corp. | 12,677 | US$4.73M | 1.4% |
| Johnson & Johnson | 18,166 | US$4.61M | 1.4% |
| General Mills, Inc. | 103K | US$3.58M | 1.1% |
| Pnc Financial Services Group, Inc. (the) | 14,371 | US$3.54M | 1.1% |
| Abbvie Inc. | 13,045 | US$3.28M | 1.00% |
| Suncor Energy Inc. | 56,200 | US$3.02M | 0.92% |
| Berkshire Hathaway Inc. | 5,124 | US$2.56M | 0.78% |
| Pinnacle Financial Partners, Inc. | 24,918 | US$2.51M | 0.76% |
| Servicenow, Inc. | 25,105 | US$2.49M | 0.76% |
| Rtx Corporation | 12,151 | US$2.31M | 0.70% |
| Nextera Energy, Inc. | 26,110 | US$2.29M | 0.70% |
| Cameco Corporation | 22,252 | US$2.27M | 0.69% |
| Lgi Homes, Inc. | 29,110 | US$1.85M | 0.56% |
| Alphabet Inc (google) Class C | 4,731 | US$1.69M | 0.51% |
| Mcdonald's Corporation | 6,159 | US$1.66M | 0.51% |
| Everus Construction Group, Inc. | 9,767 | US$1.62M | 0.49% |
| Cenovus Energy Inc. | 62,835 | US$1.56M | 0.47% |
| Millrose Properties, Inc. | 47,306 | US$1.42M | 0.43% |
| Bhp Group Ltd | 16,150 | US$1.35M | 0.41% |
| Delta Air Lines, Inc. | 14,315 | US$1.34M | 0.41% |
| Labcorp Holdings Inc. | 4,710 | US$1.32M | 0.40% |
| Abbott Laboratories | 14,475 | US$1.31M | 0.40% |
| Walmart Inc. | 11,413 | US$1.29M | 0.39% |
| Nvidia Corporation | 6,071 | US$1.21M | 0.37% |
| Costco Wholesale Corporation | 1,285 | US$1.2M | 0.36% |
| Globe Life Inc. | 6,050 | US$1.08M | 0.33% |
| Old Dominion Freight Line, Inc. | 4,980 | US$1.08M | 0.33% |
| Dell Technologies Inc. | 2,404 | US$1.04M | 0.31% |
| Hewlett Packard Enterprise Company | 22,750 | US$1.03M | 0.31% |
| Knife Riv Holding Co. | 12,104 | US$1.01M | 0.31% |
| Ies Holdings, Inc. | 1,370 | US$1.01M | 0.31% |
| Hp Inc. | 43,970 | US$965K | 0.29% |
| Lowe's Companies, Inc. | 4,235 | US$934K | 0.28% |
| Mdu Resources Group, Inc. | 42,378 | US$899K | 0.27% |
| Quest Diagnostics Incorporated | 4,220 | US$895K | 0.27% |
| Comfort Systems Usa, Inc. | 450 | US$892K | 0.27% |
| Permian Resources Corporation | 47,400 | US$873K | 0.26% |
| Pultegroup, Inc. | 6,350 | US$871K | 0.26% |
| Arista Networks, Inc. | 5,000 | US$849K | 0.26% |
| Ge Aerospace | 2,212 | US$827K | 0.25% |
| Baker Hughes Company | 14,100 | US$783K | 0.24% |
| Wesco International, Inc. | 2,257 | US$780K | 0.24% |
| Eli Lilly And Company | 650 | US$780K | 0.24% |
| Amazon.com, Inc. | 3,103 | US$740K | 0.22% |
| Eqt Corporation | 12,800 | US$681K | 0.21% |
| Weyerhaeuser Company | 27,373 | US$655K | 0.20% |
| Keysight Technologies Inc. | 1,850 | US$648K | 0.20% |
| Ge Vernova Inc. | 549 | US$645K | 0.20% |
| Darden Restaurants, Inc. | 3,000 | US$618K | 0.19% |
| Fedex Corporation | 1,830 | US$573K | 0.17% |
| Agilent Technologies, Inc. | 4,149 | US$551K | 0.17% |
| Broadcom Inc. | 1,393 | US$526K | 0.16% |
| Sysco Corporation | 6,230 | US$521K | 0.16% |
| Enbridge Inc. | 8,705 | US$472K | 0.14% |
| Rayonier Inc. Reit | 21,548 | US$459K | 0.14% |
| Ovintiv Inc. (de) | 8,074 | US$425K | 0.13% |
| Halliburton Company | 12,432 | US$422K | 0.13% |
| Pfizer, Inc. | 17,470 | US$421K | 0.13% |
| American Express Company | 1,175 | US$397K | 0.12% |
| Riley Exploration Permian, Inc. | 11,340 | US$374K | 0.11% |
| Meta Platforms, Inc. | 637 | US$359K | 0.11% |
| Palantir Technologies Inc. | 3,007 | US$351K | 0.11% |
| Shopify Inc. | 3,000 | US$343K | 0.10% |
| Mercadolibre, Inc. | 200 | US$339K | 0.10% |
| Philip Morris International Inc | 1,739 | US$315K | 0.10% |
| Crescent Energy Company | 31,965 | US$314K | 0.10% |
| Expand Energy Corporation | 3,390 | US$309K | 0.09% |
| Csx Corporation | 6,000 | US$285K | 0.09% |
| Regions Financial Corporation | 8,899 | US$269K | 0.08% |
| Tesla, Inc. | 620 | US$261K | 0.08% |
| Federal Realty Investment Trust | 2,080 | US$257K | 0.08% |
| Union Pacific Corporation | 900 | US$245K | 0.07% |
| Micron Technology, Inc. | 209 | US$241K | 0.07% |
| Crowdstrike Holdings, Inc. | 315 | US$240K | 0.07% |
| Atlantic Union Bankshares Corporation | 5,473 | US$232K | 0.07% |
| Nutrien Ltd. | 3,550 | US$223K | 0.07% |
| Coherent Corp. | 530 | US$209K | 0.06% |
| Antero Resources Corporation | 5,900 | US$207K | 0.06% |
| Baytex Energy Corp. | 32,960 | US$132K | 0.04% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |