 AERCAP HOLDINGS NV SHSAER |
| 2.59% | 2.44% | $144.1M | 988,178 | $139.0M | 1.0M | -25,224-2.49% | Reduce |
 SMURFIT WESTROCK PLC SHSSW |
| 1.99% | 1.71% | $110.8M | 2.4M | $97.4M | 2.4M | -50,900-2.08% | Reduce |
 CHECK POINT SOFTWARE TECH LTD ORDCHKP |
| 1.49% | 1.61% | $83.0M | 631,464 | $91.6M | 641,494 | -10,030-1.56% | Reduce |
 KRAFT HEINZ CO COMKHC |
| 1.48% | 1.57% | $82.6M | 3.5M | $89.8M | 4.0M | -495,369-12.41% | Reduce |
 EVERGY INC COMEVRG |
| 1.44% | 1.49% | $80.2M | 928,256 | $84.9M | 1.0M | -108,179-10.44% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.36% | 1.13% | $76.0M | 215,132 | $64.6M | 225,229 | -10,097-4.48% | Reduce |
 DOMINION ENERGY INCD |
| 1.32% | 1.72% | $73.5M | 1.1M | $98.3M | 1.6M | -514,733-32.36% | Reduce |
 LKQ CORPLKQ |
| 1.26% | 1.57% | $70.3M | 2.7M | $89.4M | 3.0M | -375,684-12.34% | Reduce |
 GRAPHIC PACKAGING HLDG COGPK |
| 1.23% | 1.31% | $68.7M | 6.5M | $74.5M | 7.5M | -988,896-13.20% | Reduce |
 Markel Group Inc.MKL |
| 1.18% | 1.17% | $65.8M | 33,676 | $66.9M | 34,941 | -1,265-3.62% | Reduce |
 CHARTER COMMUNICATIONSCHTR |
| 1.18% | 1.07% | $65.6M | 460,990 | $60.9M | 282,089 | +178,901+63.42% | Add |
 CROWN CASTLE INC COMCCI |
| 1.16% | 1.3% | $64.6M | 853,054 | $74.2M | 912,744 | -59,690-6.54% | Reduce |
 VONTIER CORPORATION COMVNT |
| 1.13% | 1.06% | $62.9M | 2.2M | $60.2M | 1.7M | +470,954+27.75% | Add |
 MOSAIC COMOS |
| 1.13% | 1.36% | $62.8M | 3.0M | $77.4M | 3.0M | -75,603-2.49% | Reduce |
| FFISERV INCFISV |
| 1.12% | 1% | $62.3M | 1.3M | $57.3M | 1.0M | +243,154+23.67% | Add |
 FIRST CTZNS BANCSHARES INC DFCNCA |
| 1.09% | 1.32% | $60.8M | 29,211 | $75.2M | 39,926 | -10,715-26.84% | Reduce |
 OCCIDENTAL PETE CORPOXY |
| 1.08% | 0.47% | $60.1M | 1.2M | $26.7M | 410,232 | +827,132+201.63% | Add |
 IQVIA HLDGS INCIQV |
| 1.07% | 0.92% | $59.8M | 309,534 | $52.6M | 308,473 | +1,061+0.34% | Add |
| SSS&C TECH HLDGSSSNC |
| 1.06% | 1.11% | $59.2M | 953,788 | $63.5M | 939,275 | +14,513+1.55% | Add |
 SCHEIN HENRY INCHSIC |
| 1.06% | 1.04% | $59.0M | 705,998 | $59.3M | 805,284 | -99,286-12.33% | Reduce |
| VVANGUARD SMALLVBR |
| 1.03% | 0.91% | $57.3M | 235,903 | $51.7M | 237,827 | -1,924-0.81% | Reduce |
 CDW CORPCDW |
| 1.02% | 0.53% | $57.1M | 405,761 | $30.5M | 252,038 | +153,723+60.99% | Add |
| BBAXTER INTL INCBAX |
| 1% | 0.88% | $55.8M | 2.6M | $50.4M | 3.0M | -379,197-12.65% | Reduce |
 ZOETIS INC CL AZTS |
| 0.99% | — | $55.1M | 766,798 | $0 | 0 | +766,798 | New Buy |
 ZIMMER BIOMET HOLDINGS INCZBH |
| 0.98% | 0.95% | $54.5M | 633,288 | $54.1M | 598,320 | +34,968+5.84% | Add |
 U HAUL HOLDING COMPANYSCL |
| 0.97% | 1.1% | $53.9M | 934,250 | $62.9M | 1.4M | -473,997-33.66% | Reduce |
 GAMING &LEISURE PGLPI |
| 0.96% | 1.04% | $53.5M | 1.2M | $59.3M | 1.3M | -134,959-10.10% | Reduce |
 EXPAND ENERGY CORPORATIONEXE |
| 0.94% | 0.89% | $52.4M | 575,121 | $50.7M | 462,207 | +112,914+24.43% | Add |
 MOLSON COORS BEVERAGE CO CL BTAP |
| 0.94% | 1.18% | $52.2M | 1.3M | $67.1M | 1.6M | -219,245-14.06% | Reduce |
| CCONAGRA BRANDS INCCAG |
| 0.92% | 1.17% | $51.4M | 3.8M | $66.9M | 4.3M | -436,146-10.26% | Reduce |
| LLITHIA MTRS INCLAD |
| 0.92% | 0.79% | $51.3M | 176,522 | $44.8M | 179,476 | -2,954-1.65% | Reduce |
 COSTAR GROUP INCCSGP |
| 0.89% | 0.44% | $49.4M | 1.7M | $24.8M | 615,251 | +1.1M+183.47% | Add |
| PPEOPLE INCPPLI |
| 0.88% | 1.28% | $49.1M | 1.1M | $72.9M | 1.8M | -757,979-41.62% | Reduce |
| VVANGUARD MUN BD FDSVTEB |
| 0.87% | 0.85% | $48.7M | 962,019 | $48.6M | 973,264 | -11,245-1.16% | Reduce |
 GLOBAL PMTS INC COMGPN |
| 0.86% | 0.96% | $48.1M | 663,379 | $54.5M | 810,333 | -146,954-18.14% | Reduce |
 APPLE INCAAPL |
| 0.85% | 0.74% | $47.6M | 164,449 | $42.5M | 167,389 | -2,940-1.76% | Reduce |
| AAmentum Holdings Inc. Ordinary SharesAMTM |
| 0.85% | 0.7% | $47.2M | 2.3M | $39.8M | 1.5M | +756,061+49.55% | Add |
| HHF SINCLAIR CORPDINO |
| 0.83% | 1.14% | $46.1M | 661,869 | $64.8M | 1.0M | -375,998-36.23% | Reduce |
| TTYSON FOODS INCTSN |
| 0.8% | 0.9% | $44.5M | 777,400 | $51.5M | 803,131 | -25,731-3.20% | Reduce |
 RYAN SPECIALTY HOLDINGS INCRYAN |
| 0.8% | — | $44.4M | 1.2M | $0 | 0 | +1.2M | New Buy |
| OOMNICOM GROUP INCOMC |
| 0.78% | 0.78% | $43.6M | 598,139 | $44.7M | 593,918 | +4,221+0.71% | Add |
 CENTENE CORP DEL COMCNC |
| 0.78% | 0.89% | $43.3M | 675,100 | $50.6M | 1.5M | -871,428-56.35% | Reduce |
 THE CAMPBELLS COMPANYCPB |
| 0.77% | 0.75% | $43.1M | 1.9M | $42.9M | 1.9M | +5,798+0.30% | Add |
 MATCH GROUP INC NEWMTCH |
| 0.77% | 0.97% | $43.0M | 1.1M | $55.5M | 1.8M | -677,057-37.45% | Reduce |
| AAPTIV PLCAPTV |
| 0.77% | 0.62% | $43.0M | 699,755 | $35.6M | 512,195 | +187,560+36.62% | Add |
 FLUOR CORPFLR |
| 0.76% | 0.6% | $42.3M | 807,946 | $34.5M | 739,681 | +68,265+9.23% | Add |
 FIDELITY NATL FINL INCFNF |
| 0.75% | 0.82% | $41.6M | 882,393 | $46.7M | 1.0M | -125,256-12.43% | Reduce |
 HALLIBURTON CO COMHAL |
| 0.74% | 0.89% | $41.5M | 1.2M | $50.8M | 1.3M | -80,632-6.19% | Reduce |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.73% | 0.98% | $40.9M | 1.1M | $55.8M | 909,107 | +146,121+16.07% | Add |
 OGE ENERGY CORPOGE |
| 0.73% | 0.74% | $40.6M | 834,997 | $42.0M | 875,443 | -40,446-4.62% | Reduce |
