| 1 | EWBC | East West Bancorp, Inc. | 4.64% |
| 2 | FNF | Fidelity National Financial, Inc. | 4.31% |
| 3 | RNR | RenaissanceRe Holdings Ltd. | 4.05% |
| 4 | RGA | Reinsurance Group of America, Incorporated | 4.00% |
| 5 | TOL | Toll Brothers, Inc. | 4.00% |
| 6 | QXO | QXO, Inc. | 3.81% |
| 7 | MLI | Mueller Industries, Inc. | 3.60% |
| 8 | ORI | Old Republic International Corporation | 3.15% |
| 9 | BLDR | Builders FirstSource, Inc. | 3.14% |
| 10 | STRL | Sterling Infrastructure, Inc. | 2.67% |
| 11 | APA | APA Corporation | 2.56% |
| 12 | UMBF | UMB Financial Corporation | 2.49% |
| 13 | JXN | Jackson Financial Inc. | 2.26% |
| 14 | DINO | HF Sinclair Corporation | 2.12% |
| 15 | SNV | Synovus Financial Corp. | 2.11% |
| 16 | MTG | MGIC Investment Corporation | 2.06% |
| 17 | THG | The Hanover Insurance Group, Inc. | 1.95% |
| 18 | WFRD | Weatherford International plc | 1.67% |
| 19 | WTM | White Mountains Insurance Group, Ltd. | 1.52% |
| 20 | AUB | Atlantic Union Bankshares Corporation | 1.51% |
| 21 | MTDR | Matador Resources Company | 1.50% |
| 22 | OZK | Bank OZK | 1.48% |
| 23 | ABCB | Ameris Bancorp | 1.45% |
| 24 | DDS | Dillard's, Inc. | 1.43% |
| 25 | CNR | Core Natural Resources, Inc. | 1.33% |
| View SMCF holdings |
