 AUTOZONE INCAZO |
| 9.6% | 14.2% | $19.9M | 6,236 | $23.8M | 6,238 | -2-0.03% | Reduce |
 VALERO ENERGY CORP COMVLO |
| 9.41% | 5.96% | $19.5M | 75,038 | $10.0M | 75,595 | -557-0.74% | Reduce |
 INTEL CORPINTC |
| 4.77% | 0.99% | $9.9M | 71,014 | $1.7M | 73,158 | -2,144-2.93% | Reduce |
 JPMORGAN CHASE & COJPM |
| 4.77% | 4.48% | $9.9M | 30,237 | $7.5M | 30,581 | -344-1.12% | Reduce |
 CAPITAL ONE FINL CORPCOF |
| 4.03% | 0.6% | $8.4M | 41,721 | $1.0M | 5,600 | +36,121+645.02% | Add |
 WALMART INCWMT |
| 4.02% | 3.87% | $8.3M | 73,662 | $6.5M | 73,839 | -177-0.24% | Reduce |
 HOME DEPOT INCHD |
| 3.29% | 4.34% | $6.8M | 19,361 | $7.3M | 19,820 | -459-2.32% | Reduce |
 ABBVIE INCABBV |
| 3.08% | 3.27% | $6.4M | 25,392 | $5.5M | 26,137 | -745-2.85% | Reduce |
 ALLSTATE CORPALL |
| 2.83% | 2.96% | $5.9M | 24,684 | $5.0M | 23,948 | +736+3.07% | Add |
 MCKESSON CORP COMMCK |
| 2.43% | 2.71% | $5.1M | 6,684 | $4.5M | 6,740 | -56-0.83% | Reduce |
 NUCOR CORPNUE |
| 2.27% | 1.54% | $4.7M | 21,170 | $2.6M | 21,457 | -287-1.34% | Reduce |
 MORGAN STANLEYMS |
| 2.14% | 1.52% | $4.5M | 21,294 | $2.5M | 21,752 | -458-2.11% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 2.08% | 3.21% | $4.3M | 10,383 | $5.4M | 10,262 | +121+1.18% | Add |
 TRAVELERS COSTRV |
| 2.07% | 2.07% | $4.3M | 13,006 | $3.5M | 13,139 | -133-1.01% | Reduce |
 KINDER MORGAN INC DEL COMKMI |
| 2% | 2.22% | $4.1M | 129,738 | $3.7M | 130,265 | -527-0.40% | Reduce |
 MERCK & CO INCMRK |
| 1.67% | 1.43% | $3.5M | 27,033 | $2.4M | 26,717 | +316+1.18% | Add |
 NORTHROP GRUMMAN CORP COMNOC |
| 1.65% | 2.04% | $3.4M | 6,713 | $3.4M | 6,676 | +37+0.55% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.57% | 1.25% | $3.3M | 12,858 | $2.1M | 12,674 | +184+1.45% | Add |
 D R HORTON INCDHI |
| 1.35% | 1.31% | $2.8M | 17,165 | $2.2M | 17,269 | -104-0.60% | Reduce |
 ELI LILLY & COLLY |
| 1.33% | 1.14% | $2.8M | 2,298 | $1.9M | 2,307 | -9-0.39% | Reduce |
 ECOLAB INCECL |
| 1.3% | 1.34% | $2.7M | 9,646 | $2.2M | 9,652 | -6-0.06% | Reduce |
 PHILLIPS 66PSX |
| 1.29% | 1.15% | $2.7M | 15,792 | $1.9M | 15,662 | +130+0.83% | Add |
 EASTMAN CHEM COEMN |
| 1.27% | 2.31% | $2.6M | 39,511 | $3.9M | 43,971 | -4,460-10.14% | Reduce |
 CONOCOPHILLIPSCOP |
| 1.14% | 1.44% | $2.4M | 22,715 | $2.4M | 23,039 | -324-1.41% | Reduce |
 LOWES COS INC COMLOW |
| 1.08% | 1.45% | $2.3M | 10,219 | $2.4M | 10,388 | -169-1.63% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 1.05% | 1.22% | $2.2M | 51,370 | $2.0M | 45,188 | +6,182+13.68% | Add |
 CVS HEALTH CORPCVS |
| 1.02% | 0.86% | $2.1M | 20,499 | $1.4M | 21,162 | -663-3.13% | Reduce |
 RAYMOND JAMES FINL INCRJF |
| 0.94% | 1.11% | $2.0M | 12,901 | $1.9M | 13,335 | -434-3.25% | Reduce |
 DEERE & CODE |
| 0.88% | 0.81% | $1.8M | 2,891 | $1.4M | 2,908 | -17-0.58% | Reduce |
| BBANK NEW YORK MELLON CORPBK |
| 0.86% | 0.76% | $1.8M | 12,369 | $1.3M | 15,149 | -2,780-18.35% | Reduce |
 MICROSOFT CORPMSFT |
| 0.86% | 0.9% | $1.8M | 4,770 | $1.5M | 4,001 | +769+19.22% | Add |
 DEVON ENERGY CORP NEWDVN |
| 0.79% | 0.52% | $1.6M | 39,866 | $863,360 | 23,084 | +16,782+72.70% | Add |
| QQUALCOMM INCQCOM |
| 0.79% | 0.78% | $1.6M | 8,829 | $1.3M | 8,528 | +301+3.53% | Add |
 EMERSON ELEC COEMR |
| 0.76% | 0.73% | $1.6M | 11,099 | $1.2M | 11,109 | -10-0.09% | Reduce |
 FEDEX CORPFDX |
| 0.75% | 0.67% | $1.6M | 4,997 | $1.1M | 4,572 | +425+9.30% | Add |
 WELLS FARGO CO NEWWFC |
| 0.75% | 0.8% | $1.6M | 18,842 | $1.3M | 18,667 | +175+0.94% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 0.71% | 0.42% | $1.5M | 5,514 | $703,785 | 5,425 | +89+1.64% | Add |
 SYSCO CORP COMSYY |
| 0.7% | 0.79% | $1.5M | 17,450 | $1.3M | 17,574 | -124-0.71% | Reduce |
 TRUIST FINL CORPTFC |
| 0.65% | 0.67% | $1.4M | 27,169 | $1.1M | 27,224 | -55-0.20% | Reduce |
 CSX CORPCSX |
| 0.62% | 0.48% | $1.3M | 27,138 | $811,473 | 27,573 | -435-1.58% | Reduce |
 COCA COLA COKO |
| 0.6% | 0.66% | $1.2M | 15,235 | $1.1M | 15,447 | -212-1.37% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.59% | 0.65% | $1.2M | 4,373 | $1.1M | 4,407 | -34-0.77% | Reduce |
 PULTE GROUP INCPHM |
| 0.58% | 0.51% | $1.2M | 8,764 | $850,773 | 8,276 | +488+5.90% | Add |
 PFIZER INCPFE |
| 0.57% | 0.62% | $1.2M | 49,061 | $1.0M | 40,668 | +8,393+20.64% | Add |
 FREEPORT MCMORAN INCFCX |
| 0.55% | 0.41% | $1.1M | 18,030 | $693,519 | 18,318 | -288-1.57% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.5% | 0.6% | $1.0M | 6,316 | $1.0M | 6,000 | +316+5.27% | Add |
| HHELMERICH & PAYNE INCHP |
| 0.5% | 0.55% | $1.0M | 31,486 | $920,495 | 35,241 | -3,755-10.66% | Reduce |
 APPLE INCAAPL |
| 0.49% | 0.26% | $1.0M | 3,514 | $433,820 | 1,953 | +1,561+79.93% | Add |
 ABBOTT LABORATORIESABT |
| 0.49% | 0.89% | $1.0M | 11,154 | $1.5M | 11,291 | -137-1.21% | Reduce |
 MCDONALDS CORPMCD |
| 0.45% | 0.67% | $937,638 | 3,468 | $1.1M | 3,609 | -141-3.91% | Reduce |
