| Comfort Systems Usa, Inc. | 3,997 | US$7.92M | 9.0% |
| Intel Corporation | 47,665 | US$6.66M | 7.5% |
| Jp Morgan Chase & Co. | 11,093 | US$3.63M | 4.1% |
| Advanced Micro Devices Inc | 4,741 | US$2.75M | 3.1% |
| Arista Networks, Inc. | 15,816 | US$2.69M | 3.0% |
| Nvidia Corporation | 13,365 | US$2.67M | 3.0% |
| Asml Holding Nv | 1,148 | US$1.9M | 2.1% |
| United Therapeutics Corporation | 3,399 | US$1.84M | 2.1% |
| Allstate Corporation (the) | 7,223 | US$1.72M | 1.9% |
| At&t Inc. | 65,491 | US$1.36M | 1.5% |
| Lgi Homes, Inc. | 19,812 | US$1.26M | 1.4% |
| Chevron Corporation | 7,569 | US$1.25M | 1.4% |
| Texas Instruments Incorporated | 4,204 | US$1.25M | 1.4% |
| Simon Property Group, Inc. | 5,535 | US$1.24M | 1.4% |
| Johnson & Johnson | 4,759 | US$1.21M | 1.4% |
| National Fuel Gas Company | 15,602 | US$1.2M | 1.4% |
| Tyson Foods, Inc. | 20,579 | US$1.18M | 1.3% |
| Nvent Electric Plc | 6,925 | US$1.17M | 1.3% |
| Conocophillips | 11,165 | US$1.16M | 1.3% |
| Ngl Energy Partners Lp | 65,263 | US$1.04M | 1.2% |
| Woodward, Inc. | 2,248 | US$956K | 1.1% |
| Rtx Corporation | 5,016 | US$952K | 1.1% |
| Caterpillar, Inc. | 810 | US$863K | 0.97% |
| Shell Plc | 22,164 | US$858K | 0.97% |
| Tesla, Inc. | 2,016 | US$848K | 0.96% |
| Broadcom Inc. | 2,161 | US$816K | 0.92% |
| Aercap Holdings N.v. | 5,452 | US$795K | 0.90% |
| Williams Companies, Inc. (the) | 10,511 | US$781K | 0.88% |
| L3harris Technologies, Inc. | 2,529 | US$735K | 0.83% |
| Fidelity National Information Services, Inc. | 17,493 | US$680K | 0.77% |
| Philip Morris International Inc | 3,740 | US$677K | 0.76% |
| Firstcash Holdings, Inc. | 3,038 | US$657K | 0.74% |
| Fedex Corporation | 1,921 | US$602K | 0.68% |
| Rockwell Automation, Inc. | 1,212 | US$600K | 0.68% |
| Paypal Holdings, Inc. | 13,887 | US$600K | 0.68% |
| Costco Wholesale Corporation | 639 | US$598K | 0.68% |
| Oshkosh Corporation (holding Company) | 3,831 | US$588K | 0.66% |
| Palo Alto Networks, Inc. | 1,716 | US$585K | 0.66% |
| O'reilly Automotive, Inc. | 5,985 | US$551K | 0.62% |
| Delta Air Lines, Inc. | 5,804 | US$544K | 0.61% |
| Linde Plc | 1,047 | US$543K | 0.61% |
| Amazon.com, Inc. | 2,254 | US$537K | 0.61% |
| Atlas Energy Solutions Inc. | 31,995 | US$531K | 0.60% |
| Emerson Electric Company | 3,643 | US$521K | 0.59% |
| Accenture Plc | 4,132 | US$514K | 0.58% |
| Home Depot, Inc. (the) | 1,364 | US$481K | 0.54% |
| Visa Inc. | 1,384 | US$475K | 0.54% |
| Warner Bros. Discovery, Inc. - Series A | 17,145 | US$457K | 0.52% |
| Aramark | 7,940 | US$452K | 0.51% |
| Dominion Energy, Inc. | 6,590 | US$450K | 0.51% |
| Apple Inc | 1,541 | US$446K | 0.50% |
| Nextera Energy, Inc. | 4,913 | US$431K | 0.49% |
| Lockheed Martin Corporation | 796 | US$406K | 0.46% |
| Meta Platforms, Inc. | 718 | US$404K | 0.46% |
| Novo Nordisk A/s Class B | 8,534 | US$404K | 0.46% |
| Elevance Health, Inc. | 1,042 | US$403K | 0.46% |
| Blackrock, Inc. | 411 | US$395K | 0.45% |
| Cadence Design Systems, Inc. | 1,042 | US$391K | 0.44% |
| White Mountains Insurance Group, Ltd. | 185 | US$384K | 0.43% |
| Mastercard Incorporated | 735 | US$377K | 0.43% |
| Las Vegas Sands Corp. | 8,158 | US$377K | 0.43% |
| Nucor Corporation | 1,686 | US$376K | 0.42% |
| Snowflake Inc. | 1,467 | US$373K | 0.42% |
| Microsoft Corp. | 963 | US$359K | 0.41% |
| Stifel Financial Corporation | 5,099 | US$356K | 0.40% |
| Barrick Mining Corporation | 9,520 | US$350K | 0.40% |
| Energy Transfer Lp | 17,795 | US$340K | 0.38% |
| Dollar Tree, Inc. | 2,806 | US$339K | 0.38% |
| Kla Corporation | 1,118 | US$337K | 0.38% |
| Citigroup, Inc. | 2,403 | US$336K | 0.38% |
| Willis Towers Watson Public Limited Company | 1,285 | US$336K | 0.38% |
| Bj's Wholesale Club Holdings, Inc. | 3,640 | US$317K | 0.36% |
| Plexus Corp. | 1,042 | US$313K | 0.35% |
| Equitable Holdings, Inc. | 7,120 | US$312K | 0.35% |
| Markel Group Inc. | 158 | US$309K | 0.35% |
| Fortinet, Inc. | 1,997 | US$307K | 0.35% |
| Trimas Corporation | 6,719 | US$303K | 0.34% |
| Humana Inc. | 737 | US$293K | 0.33% |
| Suburban Propane Partners, L.p. | 16,511 | US$282K | 0.32% |
| Southwest Airlines Company | 5,321 | US$274K | 0.31% |
| Cisco Systems, Inc. | 2,327 | US$273K | 0.31% |
| Chubb Limited | 722 | US$246K | 0.28% |
| Crowdstrike Holdings, Inc. | 320 | US$244K | 0.28% |
| Henry Schein, Inc. | 2,872 | US$240K | 0.27% |
| Uber Technologies, Inc. | 3,324 | US$240K | 0.27% |
| Quanta Services, Inc. | 326 | US$235K | 0.27% |
| Capital One Financial Corporation | 1,156 | US$232K | 0.26% |
| Primerica, Inc. | 805 | US$229K | 0.26% |
| Arrow Electronics, Inc. | 1,041 | US$222K | 0.25% |
| Sap Se | 1,428 | US$220K | 0.25% |
| Simpson Manufacturing Company, Inc. | 1,043 | US$218K | 0.25% |
| Applied Industrial Technologies, Inc. | 644 | US$218K | 0.25% |
| Gen Digital Inc. | 8,556 | US$213K | 0.24% |
| Charles Schwab Corporation (the) | 2,236 | US$206K | 0.23% |
| Devon Energy Corporation | 4,979 | US$206K | 0.23% |
| Strategy Inc | 2,265 | US$197K | 0.22% |
| Occidental Petroleum Corporation | 4,053 | US$197K | 0.22% |
| Valvoline Inc. | 4,925 | US$195K | 0.22% |
| Donaldson Company, Inc. | 2,161 | US$194K | 0.22% |
| T-mobile Us, Inc. | 1,122 | US$188K | 0.21% |