| 1 | EWBC | East West Bancorp, Inc. | 5.06% |
| 2 | BLDR | Builders FirstSource, Inc. | 4.60% |
| 3 | FNF | Fidelity National Financial, Inc. | 4.51% |
| 4 | MLI | Mueller Industries, Inc. | 4.51% |
| 5 | RGA | Reinsurance Group of America, Incorporated | 4.39% |
| 6 | RNR | RenaissanceRe Holdings Ltd. | 4.26% |
| 7 | STRL | Sterling Infrastructure, Inc. | 3.15% |
| 8 | APA | APA Corporation | 3.08% |
| 9 | UMBF | UMB Financial Corporation | 2.92% |
| 10 | JXN | Jackson Financial Inc. | 2.61% |
| 11 | DINO | HF Sinclair Corporation | 2.60% |
| 12 | WFRD | Weatherford International plc | 2.05% |
| 13 | THG | The Hanover Insurance Group, Inc. | 2.04% |
| 14 | MTG | MGIC Investment Corporation | 1.99% |
| 15 | CHRD | Chord Energy Corporation | 1.80% |
| 16 | AUB | Atlantic Union Bankshares Corporation | 1.78% |
| 17 | WTM | White Mountains Insurance Group, Ltd. | 1.74% |
| 18 | OZK | Bank OZK | 1.71% |
| 19 | SIGI | Selective Insurance Group, Inc. | 1.66% |
| 20 | CNR | Core Natural Resources, Inc. | 1.60% |
| 21 | MUR | Murphy Oil Corporation | 1.54% |
| 22 | HESM | Hess Midstream LP | 1.53% |
| 23 | ADMA | ADMA Biologics, Inc. | 1.43% |
| 24 | AGX | Argan, Inc. | 1.41% |
| 25 | ENVA | Enova International, Inc. | 1.29% |
| View SMCF holdings |
