| Amount | Holding |
|---|---|
| 7.31% | Northrop Grumman Corp |
| 7.23% | Lockheed Martin Corp |
| 5.71% | Canadian Pacific Railway Ltd |
| 5.24% | Masco Corp |
| 4.94% | Raytheon Technologies Corp |
| 4.52% | Cummins Inc |
| 4.13% | A.O. Smith Corp |
| 3.78% | Eaton Corp PLC |
| 3.53% | Union Pacific Corp |
| 3.44% | Fortune Brands Home & Security Inc |