Holdings of the Fund as of 1/14/2025
Total Number of Holdings (excluding cash): 50
Kinder Morgan, Inc. |
KMI |
49456B101 |
Energy |
128,055 |
$3,728,961.60 |
5.38% |
Antero Midstream Corp. |
AM |
03676B102 |
Energy |
223,115 |
$3,598,844.95 |
5.20% |
Simon Property Group, Inc. |
SPG |
828806109 |
Real Estate |
17,763 |
$3,083,123.91 |
4.45% |
ONEOK, Inc. |
OKE |
682680103 |
Energy |
27,681 |
$2,935,293.24 |
4.24% |
The Williams Companies, Inc. |
WMB |
969457100 |
Energy |
48,924 |
$2,840,527.44 |
4.10% |
DT Midstream, Inc. |
DTM |
23345M107 |
Energy |
25,904 |
$2,805,921.28 |
4.05% |
Blue Owl Capital Inc. (Class A) |
OWL |
09581B103 |
Financials |
108,113 |
$2,437,948.15 |
3.52% |
Brixmor Property Group Inc. |
BRX |
11120U105 |
Real Estate |
90,302 |
$2,377,651.66 |
3.43% |
Lamar Advertising Company |
LAMR |
512816109 |
Real Estate |
19,452 |
$2,322,763.32 |
3.35% |
Ares Management Corporation (Class A) |
ARES |
03990B101 |
Financials |
10,251 |
$1,836,671.67 |
2.65% |
JPMorgan Chase & Co. |
JPM |
46625H100 |
Financials |
7,319 |
$1,811,232.93 |
2.61% |
The Goldman Sachs Group, Inc. |
GS |
38141G104 |
Financials |
3,156 |
$1,803,748.68 |
2.60% |
Popular, Inc. |
BPOP |
733174700 |
Financials |
17,300 |
$1,686,058.00 |
2.43% |
Jackson Financial Inc. (Class A) |
JXN |
46817M107 |
Financials |
18,786 |
$1,667,257.50 |
2.41% |
Packaging Corporation of America |
PKG |
695156109 |
Materials |
7,031 |
$1,635,762.15 |
2.36% |
Jefferies Financial Group Inc. |
JEF |
47233W109 |
Financials |
22,693 |
$1,623,003.36 |
2.34% |
Ingredion Incorporated |
INGR |
457187102 |
Consumer Staples |
11,571 |
$1,536,165.96 |
2.22% |
H&R Block, Inc. |
HRB |
093671105 |
Consumer Discretionary |
25,404 |
$1,393,155.36 |
2.01% |
Seagate Technology Holdings Plc |
STX |
G7997R103 |
Information Technology |
15,259 |
$1,392,078.57 |
2.01% |
Iron Mountain Incorporated |
IRM |
46284V101 |
Real Estate |
13,141 |
$1,367,189.64 |
1.97% |
Watsco, Inc. |
WSO |
942622200 |
Industrials |
2,799 |
$1,349,957.70 |
1.95% |
Welltower Inc. |
WELL |
95040Q104 |
Real Estate |
10,638 |
$1,349,643.06 |
1.95% |
Dick's Sporting Goods, Inc. |
DKS |
253393102 |
Consumer Discretionary |
5,919 |
$1,306,145.73 |
1.89% |
Targa Resources Corp. |
TRGP |
87612G101 |
Energy |
6,505 |
$1,309,976.90 |
1.89% |
American International Group, Inc. |
AIG |
026874784 |
Financials |
17,032 |
$1,236,352.88 |
1.78% |
Garmin Ltd. |
GRMN |
H2906T109 |
Consumer Discretionary |
5,765 |
$1,223,736.55 |
1.77% |
MGIC Investment Corporation |
MTG |
552848103 |
Financials |
46,183 |
$1,094,537.10 |
1.58% |
The Allstate Corporation |
ALL |
020002101 |
Financials |
5,868 |
$1,096,201.08 |
1.58% |
RTX Corporation |
RTX |
75513E101 |
Industrials |
9,060 |
$1,082,398.20 |
1.56% |
The Travelers Companies, Inc. |
TRV |
89417E109 |
Financials |
4,291 |
$1,016,666.63 |
1.47% |
Stifel Financial Corp. |
SF |
860630102 |
Financials |
9,224 |
$990,196.40 |
1.43% |
Cardinal Health, Inc. |
CAH |
14149Y108 |
Health Care |
7,200 |
$893,016.00 |
1.29% |
Capital One Financial Corporation |
COF |
14040H105 |
Financials |
4,671 |
$862,827.12 |
1.25% |
Aflac Incorporated |
AFL |
001055102 |
Financials |
8,108 |
$840,394.20 |
1.21% |
Western Alliance Bancorporation |
WAL |
957638109 |
Financials |
10,065 |
$841,232.70 |
1.21% |
NRG Energy, Inc. |
NRG |
629377508 |
Utilities |
8,343 |
$832,547.97 |
1.20% |
Reinsurance Group of America, Incorporated |
RGA |
759351604 |
Financials |
3,519 |
$772,807.59 |
1.12% |
NetApp, Inc. |
NTAP |
64110D104 |
Information Technology |
5,723 |
$667,816.87 |
0.96% |
Apollo Global Management, Inc. |
APO |
03769M106 |
Financials |
3,787 |
$603,382.71 |
0.87% |
Northrop Grumman Corporation |
NOC |
666807102 |
Industrials |
1,220 |
$580,110.00 |
0.84% |
Marsh & McLennan Companies, Inc. |
MMC |
571748102 |
Financials |
2,708 |
$577,805.96 |
0.83% |
Dell Technologies Inc. (Class C) |
DELL |
24703L202 |
Information Technology |
5,149 |
$561,549.94 |
0.81% |
Houlihan Lokey, Inc. |
HLI |
441593100 |
Financials |
3,351 |
$563,671.71 |
0.81% |
A.O. Smith Corporation |
AOS |
831865209 |
Industrials |
7,791 |
$555,108.75 |
0.80% |
Texas Roadhouse, Inc. |
TXRH |
882681109 |
Consumer Discretionary |
3,007 |
$539,245.31 |
0.78% |
Masco Corporation |
MAS |
574599106 |
Industrials |
6,818 |
$517,213.48 |
0.75% |
The TJX Companies, Inc. |
TJX |
872540109 |
Consumer Discretionary |
4,276 |
$509,870.24 |
0.74% |
Tractor Supply Company |
TSCO |
892356106 |
Consumer Discretionary |
9,655 |
$513,452.90 |
0.74% |
T-Mobile US, Inc. |
TMUS |
872590104 |
Communication Services |
2,367 |
$506,964.06 |
0.73% |
Owens Corning |
OC |
690742101 |
Industrials |
2,587 |
$451,690.20 |
0.65% |
US Dollar |
$USD |
|
Other |
136,530 |
$136,530.22 |
0.20% |
Holdings are subject to change.
The holdings information set forth above for the date indicated reflects creation and redemption transactions from the prior business day and may differ from the holdings information currently available from the Fund's custodian and accounting agent. With respect to the market value of the Fund's holdings set forth above, the pricing sources are generally third party vendors. The Fund ultimately relies on pricing information provided by the Fund's accounting agent.
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