 ABBVIE INCABBV |
| 3.15% | 2.22% | $6.6M | 26,234 | $4.5M | 20,904 | +5,330+25.50% | Add |
 OWENS CORNING NEW COMOC |
| 2.96% | 1.06% | $6.2M | 39,067 | $2.2M | 20,095 | +18,972+94.41% | Add |
 CHEVRON CORPORATIONCVX |
| 2.77% | 3.48% | $5.8M | 35,056 | $7.1M | 34,545 | +511+1.48% | Add |
 MERCK & CO INCMRK |
| 2.53% | 2.39% | $5.3M | 41,328 | $4.9M | 40,860 | +468+1.15% | Add |
 KIMBERLY-CLARK CORPKMB |
| 2.51% | 2.02% | $5.3M | 47,952 | $4.1M | 42,882 | +5,070+11.82% | Add |
 BUNGE GLOBAL SABG |
| 2.46% | 3.12% | $5.2M | 48,357 | $6.4M | 50,287 | -1,930-3.84% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.39% | 2.33% | $5.0M | 19,714 | $4.8M | 19,582 | +132+0.67% | Add |
 ARCHER DANIELS MIDLAND CO COMADM |
| 2.23% | 2.27% | $4.7M | 61,071 | $4.7M | 64,056 | -2,985-4.66% | Reduce |
 AMGEN INC COMAMGN |
| 2.18% | 2.14% | $4.6M | 12,604 | $4.4M | 12,454 | +150+1.20% | Add |
| BBANK OF AMER CORPBAC |
| 2.14% | 1.87% | $4.5M | 78,635 | $3.8M | 78,695 | -60-0.08% | Reduce |
| CCIGNA GROUPLIBD |
| 2.06% | 1.33% | $4.3M | 15,645 | $2.7M | 10,195 | +5,450+53.46% | Add |
 APPLE INCAAPL |
| 2.04% | 1.82% | $4.3M | 14,769 | $3.7M | 14,750 | +19+0.13% | Add |
 KROGER CO COMKR |
| 2.03% | 1.93% | $4.2M | 76,455 | $4.0M | 54,650 | +21,805+39.90% | Add |
 ONEOK INC NEWOKE |
| 2.02% | 2.11% | $4.2M | 48,660 | $4.3M | 47,825 | +835+1.75% | Add |
 SLB LIMITEDSLB |
| 1.92% | 2.17% | $4.0M | 86,740 | $4.4M | 86,475 | +265+0.31% | Add |
 STATE STR CORP COMSTT |
| 1.87% | 2.42% | $3.9M | 23,095 | $5.0M | 39,165 | -16,070-41.03% | Reduce |
 NOVARTIS AGNVS |
| 1.86% | 1.82% | $3.9M | 24,838 | $3.7M | 24,423 | +415+1.70% | Add |
 CISCO SYS INCCSCO |
| 1.84% | 2.01% | $3.8M | 32,763 | $4.1M | 53,208 | -20,445-38.42% | Reduce |
 CHUBB LIMITEDCB |
| 1.84% | 1.74% | $3.8M | 11,284 | $3.6M | 10,969 | +315+2.87% | Add |
 EXPAND ENERGY CORPORATIONEXE |
| 1.82% | 2.17% | $3.8M | 41,880 | $4.4M | 40,495 | +1,385+3.42% | Add |
 KINDER MORGAN INC DEL COMKMI |
| 1.78% | 1.87% | $3.7M | 116,343 | $3.8M | 114,233 | +2,110+1.85% | Add |
 AIRBNB INC COM CL AABNB |
| 1.77% | 1.6% | $3.7M | 25,954 | $3.3M | 25,954 | 00.00% | Unchanged |
| PPNC FINL SVCS GROUP INC COMVXF |
| 1.76% | 1.57% | $3.7M | 15,015 | $3.2M | 15,480 | -465-3.00% | Reduce |
| TTYSON FOODS INCTSN |
| 1.76% | 1.97% | $3.7M | 64,310 | $4.0M | 63,090 | +1,220+1.93% | Add |
| CCITIGROUP INCC |
| 1.75% | 2.27% | $3.7M | 26,250 | $4.6M | 40,990 | -14,740-35.96% | Reduce |
| BBARRICK MNG CORPGOLD |
| 1.7% | 1.5% | $3.6M | 97,025 | $3.1M | 75,230 | +21,795+28.97% | Add |
 DEVON ENERGY CORP NEWDVN |
| 1.69% | — | $3.5M | 85,873 | $0 | 0 | +85,873 | New Buy |
 NEWMONT CORPNEM |
| 1.68% | 1.89% | $3.5M | 37,680 | $3.9M | 35,900 | +1,780+4.96% | Add |
 UNUM GROUPUNM |
| 1.63% | 1.37% | $3.4M | 38,170 | $2.8M | 38,415 | -245-0.64% | Reduce |
| UUNILEVER PLC SPON ADR NEWUL |
| 1.61% | 1.45% | $3.4M | 55,965 | $3.0M | 52,201 | +3,764+7.21% | Add |
 SMUCKER J M COSJM |
| 1.58% | 1.22% | $3.3M | 29,430 | $2.5M | 26,050 | +3,380+12.98% | Add |
| WWEC ENERGY GROUP INC COMIDU |
| 1.54% | 1.58% | $3.2M | 27,695 | $3.2M | 28,015 | -320-1.14% | Reduce |
 SOUTHERN COSO |
| 1.54% | 1.57% | $3.2M | 33,747 | $3.2M | 33,377 | +370+1.11% | Add |
 TOYOTA MOTOR CORP ADSTM |
| 1.48% | 1.74% | $3.1M | 18,424 | $3.6M | 17,339 | +1,085+6.26% | Add |
 DUKE ENERGY CORP NEWDUK |
| 1.35% | 1.42% | $2.8M | 22,386 | $2.9M | 22,236 | +150+0.67% | Add |
 KT CORP SPONSORED ADRKT |
| 1.29% | 1.65% | $2.7M | 155,800 | $3.4M | 157,735 | -1,935-1.23% | Reduce |
 SHELL PLCSHEL |
| 1.27% | 1.54% | $2.7M | 34,330 | $3.2M | 34,028 | +302+0.89% | Add |
 MEDTRONIC PLCMDT |
| 1.27% | — | $2.7M | 34,015 | $0 | 0 | +34,015 | New Buy |
 NUCOR CORPNUE |
| 1.25% | 2% | $2.6M | 11,776 | $4.1M | 24,311 | -12,535-51.56% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.12% | 0.96% | $2.3M | 6,644 | $2.0M | 6,844 | -200-2.92% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 1.03% | 1.19% | $2.2M | 51,066 | $2.4M | 48,765 | +2,301+4.72% | Add |
 Tc Energy Corp COMMONTRP |
| 1.03% | 1.75% | $2.2M | 32,528 | $3.6M | 57,510 | -24,982-43.44% | Reduce |
 MICROSOFT CORPMSFT |
| 0.9% | 0.92% | $1.9M | 5,079 | $1.9M | 5,087 | -8-0.16% | Reduce |
 LYONDELLBASELL INDUSTRIES NV SHS - A -LYB |
| 0.87% | 1.35% | $1.8M | 34,690 | $2.8M | 34,480 | +210+0.61% | Add |
 COMCAST CORP NEW CL ACMCSA |
| 0.83% | 1.06% | $1.7M | 71,065 | $2.2M | 76,125 | -5,060-6.65% | Reduce |
| MMIMEDX GROUP INC COMMDXG |
| 0.83% | 0.87% | $1.7M | 451,945 | $1.8M | 451,945 | 00.00% | Unchanged |
 ENBRIDGE INCENB |
| 0.75% | 0.76% | $1.6M | 28,945 | $1.6M | 28,930 | +15+0.05% | Add |
 CATERPILLAR INCCAT |
| 0.72% | 0.48% | $1.5M | 1,420 | $987,593 | 1,394 | +26+1.87% | Add |
 EXXON MOBIL CORPXOM |
| 0.68% | 0.86% | $1.4M | 10,429 | $1.8M | 10,429 | 00.00% | Unchanged |
 CORNING INCGLW |
| 0.6% | 0.41% | $1.2M | 4,892 | $836,216 | 6,150 | -1,258-20.46% | Reduce |
