| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | LENNAR | 473,754 | 20,338,000 | 2.09% | ||
| 52 | ANALOG DEVICES INC | 284,282 | 20,645,000 | 2.12% | ||
| 53 | REPUBLIC SVCS INC | 376,084 | 21,456,000 | 2.21% | ||
| 54 | LILLY ELI & CO | 326,855 | 24,040,000 | 2.47% | ||
| 55 | MGIC INVT CORP WIS | 2,384,050 | 24,293,000 | 2.50% | ||
| 56 | E TRADE FINANCIAL CORP | 702,611 | 24,345,000 | 2.51% | ||
| 57 | CORNING INC | 1,045,600 | 25,377,000 | 2.61% | ||
| 58 | D R HORTON INC | 978,653 | 26,747,000 | 2.75% | ||
| 59 | MASCO CORP | 881,169 | 27,863,000 | 2.87% | ||
| 60 | FIFTH THIRD BANCORP | 1,124,748 | 30,334,000 | 3.12% | ||
| 61 | MORGAN STANLEY | 725,580 | 30,656,000 | 3.16% | ||
| 62 | PROCTER AND GAMBLE CO | 369,385 | 31,058,000 | 3.20% | ||
| 63 | CISCO SYS INC | 1,066,571 | 32,232,000 | 3.32% | ||
| 64 | SANMINA CORPORATION COM | 887,112 | 32,513,000 | 3.35% | ||
| 65 | WASTE MGMT INC DEL | 459,205 | 32,562,000 | 3.35% | ||
| 66 | TEXAS INSTRS INC | 470,871 | 34,359,000 | 3.54% | ||
| 67 | MOTOROLA SOLUTIONS INC | 421,271 | 34,919,000 | 3.59% | ||
| 68 | CITIGROUPINC | 610,283 | 36,269,000 | 3.73% | ||
| 69 | FLEX LTD | 2,530,350 | 36,361,000 | 3.74% | ||
| 70 | NEWELL BRANDS | 878,670 | 39,233,000 | 4.04% | ||
| 71 | XILINX INC | 668,485 | 40,356,000 | 4.15% | ||
| 72 | BANK AMER CORP | 2,022,768 | 44,703,000 | 4.60% | ||
| 73 | HOME DEPOT INC | 340,423 | 45,644,000 | 4.70% | ||
| 74 | T MOBILE US INC | 806,088 | 46,358,000 | 4.77% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-17-000017, filed 2017.01.13).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
