+39
New
39
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Union Pacific Corp | 907818108 | Feb 2026 | 7,439 | $2.0M | 5.02% | EC |
| 2 | CSX Corp | 126408103 | Feb 2026 | 37,326 | $1.6M | 4.05% | EC |
| 3 | Clean Harbors Inc | 184496107 | Feb 2026 | 5,332 | $1.6M | 3.98% | EC |
| 4 | Northrop Grumman Corp | 666807102 | Feb 2026 | 2,108 | $1.5M | 3.88% | EC |
| 5 | Carlisle Cos Inc | 142339100 | Feb 2026 | 3,720 | $1.5M | 3.74% | EC |
| 6 | ConocoPhillips | 20825C104 | Feb 2026 | 12,933 | $1.5M | 3.73% | EC |
| 7 | Martin Marietta Materials Inc | 573284106 | Feb 2026 | 1,984 | $1.3M | 3.42% | EC |
| 8 | Vulcan Materials Co | 929160109 | Feb 2026 | 4,092 | $1.3M | 3.23% | EC |
| 9 | WillScot Holdings Corp | 971378104 | Feb 2026 | 56,759 | $1.2M | 3.12% | EC |
| 10 | EQT Corp | 26884L109 | Feb 2026 | 18,708 | $1.1M | 2.92% | EC |
| 11 | Knight-Swift Transportation Holdings Inc | 499049104 | Feb 2026 | 18,212 | $1.1M | 2.92% | EC |
| 12 | Fluor Corp | 343412102 | Feb 2026 | 21,824 | $1.1M | 2.90% | EC |
| 13 | Jacobs Solutions Inc | 46982L108 | Feb 2026 | 7,948 | $1.1M | 2.79% | EC |
| 14 | MYR Group Inc | 55405W104 | Feb 2026 | 3,968 | $1.1M | 2.73% | EC |
| 15 | Eagle Materials Inc | 26969P108 | Feb 2026 | 4,751 | $1.1M | 2.71% | EC |
| 16 | Lockheed Martin Corp | 539830109 | Feb 2026 | 1,612 | $1.1M | 2.70% | EC |
| 17 | TFI International Inc | 87241L109 | Feb 2026 | 8,680 | $1.0M | 2.64% | EC |
| 18 | Nucor Corp | 670346105 | Feb 2026 | 5,836 | $1.0M | 2.63% | EC |
| 19 | Applied Industrial Technologies Inc | 03820C105 | Feb 2026 | 3,596 | $1.0M | 2.59% | EC |
| 20 | EOG Resources Inc | 26875P101 | Feb 2026 | 7,812 | $969K | 2.47% | EC |
| 21 | Regal Rexnord Corp | 758750103 | Feb 2026 | 4,340 | $959K | 2.44% | EC |
| 22 | Steel Dynamics Inc | 858119100 | Feb 2026 | 4,803 | $928K | 2.36% | EC |
| 23 | Rockwell Automation Inc | 773903109 | Feb 2026 | 2,232 | $909K | 2.31% | EC |
| 24 | Old Dominion Freight Line Inc | 679580100 | Feb 2026 | 4,464 | $906K | 2.31% | EC |
| 25 | WESCO International Inc | 95082P105 | Feb 2026 | 3,088 | $894K | 2.27% | EC |
| 26 | Arcosa Inc | 039653100 | Feb 2026 | 8,308 | $893K | 2.27% | EC |
| 27 | Saia Inc | 78709Y105 | Feb 2026 | 2,108 | $855K | 2.17% | EC |
| 28 | Acuity Inc | 00508Y102 | Feb 2026 | 2,731 | $824K | 2.10% | EC |
| 29 | Huntington Ingalls Industries Inc | 446413106 | Feb 2026 | 1,736 | $772K | 1.96% | EC |
| 30 | L3Harris Technologies Inc | 502431109 | Feb 2026 | 2,108 | $768K | 1.96% | EC |
| 31 | Hubbell Inc | 443510607 | Feb 2026 | 1,488 | $761K | 1.94% | EC |
| 32 | Roper Technologies Inc | 776696106 | Feb 2026 | 2,097 | $733K | 1.87% | EC |
| 33 | Ferguson Enterprises Inc | 31488V107 | Feb 2026 | 2,728 | $711K | 1.81% | EC |
| 34 | AECOM | 00766T100 | Feb 2026 | 7,133 | $699K | 1.78% | EC |
| 35 | United Rentals Inc | 911363109 | Feb 2026 | 776 | $652K | 1.66% | EC |
| 36 | State Street Global Advisors | 857492870 | Feb 2026 | 582,323 | $582K | 1.48% | STIV |
| 37 | CH Robinson Worldwide Inc | 12541W209 | Feb 2026 | 2,356 | $436K | 1.11% | EC |
| 38 | Allegion plc | 000000000 | Feb 2026 | 2,604 | $420K | 1.07% | EC |
| 39 | Fastenal Co | 311900104 | Feb 2026 | 7,770 | $358K | 0.91% | EC |