Each N-PORT filing of BBMC compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.https://themulden.com/enhttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/566 positions became 558: 0 added (0% of the fund), 8 dropped (1.63%). Turnover proxy 9.5%. Largest increases: Sandisk Corp. 1.41% to 3.06%; Ciena Corp. 0.75% to 1.49%; Lumentum Holdings, Inc. 0.57% to 1.28%; Coherent Corp. 0.69% to 1.13%; Revolution Medicines, Inc. 0.31% to 0.54%; Jabil, Inc. 0.5% to 0.67%. Largest decreases: AST SpaceMobile, Inc. 0.56% to 0.35%; Kratos Defense & Security Solutions, Inc. 0.36% to 0.23%; EPAM Systems, Inc. 0.24% to 0.13%; Reddit, Inc. 0.48% to 0.37%; Williams-Sonoma, Inc. 0.53% to 0.43%; Builders FirstSource, Inc. 0.27% to 0.18%. Gone: Exact Sciences Corp. (0.4%), Comerica, Inc. (0.24%), Dayforce, Inc. (0.23%), Confluent, Inc. (0.18%), Avidity Biosciences, Inc. (0.18%), Cadence Bank (0.16%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Jun 2026 12:00:00 GMThttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/554 positions became 566: 70 added (13.98% of the fund), 58 dropped (10.56%). Turnover proxy 18.7%. Largest increases: Sandisk Corp. 0.55% to 1.41%; JPMorgan U.S. Government Money Market Fund 0.6% to 1.05%; Lumentum Holdings, Inc. 0.33% to 0.57%; Coherent Corp. 0.48% to 0.69%; Albemarle Corp. 0.27% to 0.42%; AST SpaceMobile, Inc. 0.42% to 0.56%. Largest decreases: Nutanix, Inc. 0.43% to 0.21%; Guidewire Software, Inc. 0.46% to 0.25%; AECOM 0.41% to 0.26%; IonQ, Inc. 0.43% to 0.29%; Duolingo, Inc. 0.25% to 0.11%; Skyworks Solutions, Inc. 0.29% to 0.17%. New: Qnity Electronics, Inc. (0.42%), Deckers Outdoor Corp. (0.38%), Kratos Defense & Security Solutions, Inc. (0.36%), Rocket Cos., Inc. (0.33%), Ball Corp. (0.32%), Moderna, Inc. (0.32%). Gone: Insmed, Inc. (0.94%), SoFi Technologies, Inc. (0.81%), Comfort Systems USA, Inc. (0.8%), Interactive Brokers Group, Inc. (0.72%), Pure Storage, Inc. (0.72%), EMCOR Group, Inc. (0.71%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Mar 2026 12:00:00 GMThttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/560 positions became 554: 3 added (0.4% of the fund), 9 dropped (1.36%). Turnover proxy 8.7%. Largest increases: Insmed, Inc. 0.48% to 0.94%; Sandisk Corp. 0.12% to 0.55%; Ciena Corp. 0.33% to 0.63%; Pure Storage, Inc. 0.45% to 0.72%; Credo Technology Group Holding Ltd. 0.4% to 0.64%; Rocket Lab Corp. 0.4% to 0.62%. Largest decreases: DraftKings, Inc. 0.54% to 0.35%; Sprouts Farmers Market, Inc. 0.37% to 0.18%; Toast, Inc. 0.6% to 0.42%; Wingstop, Inc. 0.26% to 0.14%; Hims & Hers Health, Inc. 0.33% to 0.22%; Tradeweb Markets, Inc. 0.4% to 0.29%. New: SOUTHSTATE BANK Corp. (0.2%), Viper Energy, Inc. (0.15%), Lucid Group, Inc. (0.05%). Gone: SouthState Corp. (0.23%), Mr. Cooper Group, Inc. (0.22%), Walgreens Boots Alliance, Inc. (0.21%), Skechers U.S.A., Inc. (0.21%), Paramount Global (0.19%), Viper Energy, Inc. (0.12%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 29 Dec 2025 12:00:00 GMThttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/574 positions became 560: 44 added (8.83% of the fund), 58 dropped (5.14%). Turnover proxy 15.2%. Largest increases: Astera Labs, Inc. 0.05% to 0.44%; SoFi Technologies, Inc. 0.39% to 0.6%; Comfort Systems USA, Inc. 0.41% to 0.61%; Interactive Brokers Group, Inc. 0.53% to 0.71%; QXO, Inc. 0.13% to 0.29%; AST SpaceMobile, Inc. 0.12% to 0.27%. Largest decreases: JPMorgan U.S. Government Money Market Fund 1.25% to 0.7%; Sarepta Therapeutics, Inc. 0.16% to 0.04%; Sprouts Farmers Market, Inc. 0.49% to 0.37%; Carlisle Cos., Inc. 0.5% to 0.38%; Liberty Broadband Corp. 0.28% to 0.16%; BellRing Brands, Inc. 0.29% to 0.17%. New: Credo Technology Group Holding Ltd. (0.4%), Rocket Lab Corp. (0.4%), TechnipFMC plc (0.37%), Hims & Hers Health, Inc. (0.33%), Neurocrine Biosciences, Inc. (0.31%), Host Hotels & Resorts, Inc. (0.27%). Gone: Robinhood Markets, Inc. (0.72%), Expand Energy Corp. (0.6%), United States Steel Corp. (0.28%), AZEK Co., Inc. (The) (0.21%), Blueprint Medicines Corp. (0.16%), ChampionX Corp. (0.13%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 25 Sep 2025 12:00:00 GMThttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/582 positions became 574: 0 added (0% of the fund), 8 dropped (1.31%). Turnover proxy 7.2%. Largest increases: JPMorgan U.S. Government Money Market Fund 0.94% to 1.25%; Royal Gold, Inc. 0.23% to 0.34%; BJ's Wholesale Club Holdings, Inc. 0.3% to 0.42%; Rivian Automotive, Inc. 0.23% to 0.34%; Casey's General Stores, Inc. 0.39% to 0.49%; Sprouts Farmers Market, Inc. 0.4% to 0.49%. Largest decreases: Reddit, Inc. 0.52% to 0.35%; Saia, Inc. 0.32% to 0.19%; Vaxcyte, Inc. 0.24% to 0.11%; Pure Storage, Inc. 0.52% to 0.4%; Bill Holdings, Inc. 0.24% to 0.13%; Norwegian Cruise Line Holdings Ltd. 0.3% to 0.2%. Gone: Intra-Cellular Therapies, Inc. (0.31%), Berry Global Group, Inc. (0.2%), Beacon Roofing Supply, Inc. (0.19%), Altair Engineering, Inc. (0.16%), Summit Materials, Inc. (0.16%), Arcadium Lithium plc (0.15%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 24 Jun 2025 12:00:00 GMThttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/594 positions became 582: 32 added (5.54% of the fund), 44 dropped (5.44%). Turnover proxy 11.7%. Largest increases: JPMorgan U.S. Government Money Market Fund 0.45% to 0.94%; Robinhood Markets, Inc. 0.32% to 0.66%; Williams-Sonoma, Inc. 0.43% to 0.64%; Natera, Inc. 0.39% to 0.54%; Interactive Brokers Group, Inc. 0.43% to 0.58%; Tapestry, Inc. 0.29% to 0.42%. Largest decreases: Viking Therapeutics, Inc. 0.2% to 0.08%; CACI International, Inc. 0.33% to 0.21%; Manhattan Associates, Inc. 0.43% to 0.32%; FTAI Aviation Ltd. 0.35% to 0.25%; Tetra Tech, Inc. 0.34% to 0.24%; MarketAxess Holdings, Inc. 0.29% to 0.21%. New: Reddit, Inc. (0.52%), Insmed, Inc. (0.34%), Talen Energy Corp. (0.26%), LKQ Corp. (0.25%), Carpenter Technology Corp. (0.24%), Mosaic Co. (The) (0.22%). Gone: MicroStrategy, Inc. (1.13%), AppLovin Corp. (0.93%), Carvana Co. (0.75%), Catalent, Inc. (0.28%), Smartsheet, Inc. (0.21%), Stericycle, Inc. (0.15%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 Mar 2025 12:00:00 GMThttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/599 positions became 594: 0 added (0% of the fund), 5 dropped (0.45%). Turnover proxy 6.8%. Largest increases: AppLovin Corp. 0.43% to 0.93%; MicroStrategy, Inc. 0.66% to 1.13%; Carvana Co. 0.36% to 0.75%; Expand Energy Corp. 0.22% to 0.45%; Duolingo, Inc. 0.17% to 0.28%; Alcoa Corp. 0.16% to 0.26%. Largest decreases: Rivian Automotive, Inc. 0.32% to 0.19%; TopBuild Corp. 0.41% to 0.3%; elf Beauty, Inc. 0.25% to 0.15%; JPMorgan U.S. Government Money Market Fund 0.54% to 0.45%; Pure Storage, Inc. 0.49% to 0.41%; Chord Energy Corp. 0.28% to 0.2%. Gone: Southwestern Energy Co. (0.19%), Cerevel Therapeutics Holdings, Inc. (0.09%), Liberty Media Corp-Liberty SiriusXM (0.09%), Liberty Media Corp-Liberty SiriusXM (0.04%), PowerSchool Holdings, Inc. (0.03%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 26 Dec 2024 12:00:00 GMThttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/594 positions became 599: 42 added (7.25% of the fund), 37 dropped (6.29%). Turnover proxy 12.2%. Largest increases: MicroStrategy, Inc. 0.45% to 0.66%; AppLovin Corp. 0.28% to 0.43%; GameStop Corp. 0.09% to 0.23%; Cava Group, Inc. 0.04% to 0.16%; Pure Storage, Inc. 0.41% to 0.49%; Sprouts Farmers Market, Inc. 0.2% to 0.27%. Largest decreases: JPMorgan U.S. Government Money Market Fund 0.76% to 0.54%; Five Below, Inc. 0.22% to 0.11%; Nutanix, Inc. 0.44% to 0.33%; Celsius Holdings, Inc. 0.31% to 0.2%; DraftKings, Inc. 0.57% to 0.47%; Inspire Medical Systems, Inc. 0.21% to 0.11%. New: Carvana Co. (0.36%), Rivian Automotive, Inc. (0.32%), FTAI Aviation Ltd. (0.3%), CH Robinson Worldwide, Inc. (0.28%), Match Group, Inc. (0.27%), Pinnacle West Capital Corp. (0.26%). Gone: Super Micro Computer, Inc. (1.25%), Vertiv Holdings Co. (0.89%), Builders FirstSource, Inc. (0.66%), Axon Enterprise, Inc. (0.66%), Deckers Outdoor Corp. (0.62%), Shockwave Medical, Inc. (0.36%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 26 Sep 2024 12:00:00 GMThttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/598 positions became 594: 0 added (0% of the fund), 4 dropped (0.56%). Turnover proxy 6.8%. Largest increases: Super Micro Computer, Inc. 0.76% to 1.25%; JPMorgan U.S. Government Money Market Fund 0.33% to 0.76%; Vertiv Holdings Co. 0.56% to 0.89%; MicroStrategy, Inc. 0.23% to 0.45%; EMCOR Group, Inc. 0.33% to 0.5%; Core & Main, Inc. 0.14% to 0.3%. Largest decreases: Roku, Inc. 0.32% to 0.2%; New York Community Bancorp, Inc. 0.14% to 0.06%; Manhattan Associates, Inc. 0.46% to 0.37%; United States Steel Corp. 0.32% to 0.24%; Dropbox, Inc. 0.24% to 0.17%; Penumbra, Inc. 0.28% to 0.21%. Gone: Karuna Therapeutics, Inc. (0.35%), MDC Holdings, Inc. (0.12%), Physicians Realty Trust (0.09%), N/A (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Jun 2024 12:00:00 GMThttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/589 positions became 598: 27 added (4.73% of the fund), 18 dropped (2.38%). Turnover proxy 9.8%. Largest increases: Super Micro Computer, Inc. 0.4% to 0.76%; Builders FirstSource, Inc. 0.49% to 0.66%; Karuna Therapeutics, Inc. 0.22% to 0.35%; Nutanix, Inc. 0.31% to 0.42%; Sarepta Therapeutics, Inc. 0.23% to 0.33%; Cytokinetics, Inc. 0.12% to 0.22%. Largest decreases: JPMorgan U.S. Government Money Market Fund 1.04% to 0.33%; Ovintiv, Inc. 0.44% to 0.33%; Antero Resources Corp. 0.3% to 0.19%; New York Community Bancorp, Inc. 0.25% to 0.14%; Chesapeake Energy Corp. 0.35% to 0.25%; Range Resources Corp. 0.31% to 0.21%. New: Ally Financial, Inc. (0.3%), Fortune Brands Innovations, Inc. (0.3%), Bath & Body Works, Inc. (0.29%), Catalent, Inc. (0.29%), Tapestry, Inc. (0.27%), Voya Financial, Inc. (0.23%). Gone: First Citizens BancShares, Inc. (0.59%), Ares Management Corp. (0.59%), Spirit Realty Capital, Inc. (0.18%), New Relic, Inc. (0.17%), Denbury, Inc. (0.16%), Hostess Brands, Inc. (0.16%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 28 Mar 2024 12:00:00 GMThttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/598 positions became 589: 2 added (0.23% of the fund), 11 dropped (1.76%). Turnover proxy 8.3%. Largest increases: Vertiv Holdings Co. 0.24% to 0.5%; Jabil, Inc. 0.45% to 0.58%; Deckers Outdoor Corp. 0.44% to 0.56%; Civitas Resources, Inc. 0.11% to 0.23%; RenaissanceRe Holdings Ltd. 0.29% to 0.41%; Axon Enterprise, Inc. 0.4% to 0.52%. Largest decreases: Lattice Semiconductor Corp. 0.39% to 0.28%; Generac Holdings, Inc. 0.3% to 0.19%; Plug Power, Inc. 0.22% to 0.12%; Inspire Medical Systems, Inc. 0.26% to 0.16%; Wolfspeed, Inc. 0.25% to 0.15%; Roku, Inc. 0.37% to 0.27%. New: TKO Group Holdings, Inc. (0.16%), Howard Hughes Holdings, Inc. (0.08%). Gone: Black Knight, Inc. (0.34%), National Instruments Corp. (0.24%), PDC Energy, Inc. (0.2%), Univar Solutions, Inc. (0.18%), Reata Pharmaceuticals, Inc. (0.15%), Triton International Ltd. (0.14%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 21 Dec 2023 12:00:00 GMThttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/640 positions became 598: 105 added (13.47% of the fund), 147 dropped (11%). Turnover proxy 17.5%. Largest increases: JPMorgan U.S. Government Money Market Fund 0.89% to 1.13%; SoFi Technologies, Inc. 0.18% to 0.29%; DraftKings, Inc. 0.34% to 0.45%; First Citizens BancShares, Inc. 0.42% to 0.53%; Pure Storage, Inc. 0.23% to 0.33%; Norwegian Cruise Line Holdings Ltd. 0.2% to 0.29%. Largest decreases: Apellis Pharmaceuticals, Inc. 0.27% to 0.08%; Masimo Corp. 0.32% to 0.18%; First Horizon Corp. 0.33% to 0.23%; Churchill Downs, Inc. 0.34% to 0.24%; Axon Enterprise, Inc. 0.5% to 0.4%; BJ's Wholesale Club Holdings, Inc. 0.36% to 0.28%. New: Super Micro Computer, Inc. (0.47%), Roku, Inc. (0.37%), Generac Holdings, Inc. (0.3%), Comerica, Inc. (0.22%), Plug Power, Inc. (0.22%), Jefferies Financial Group, Inc. (0.21%). Gone: Fair Isaac Corp. (0.64%), Liberty Media Corp.-Liberty Formula One (0.52%), Life Storage, Inc. (0.4%), Evoqua Water Technologies Corp. (0.21%), Oak Street Health, Inc. (0.16%), Aerojet Rocketdyne Holdings, Inc. (0.15%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 28 Sep 2023 12:00:00 GMThttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/645 positions became 640: 1 added (0% of the fund), 6 dropped (0.98%). Turnover proxy 6.7%. Largest increases: JPMorgan U.S. Government Money Market Fund 0.63% to 0.89%; Shockwave Medical, Inc. 0.22% to 0.37%; DraftKings, Inc. 0.22% to 0.34%; First Citizens BancShares, Inc. 0.3% to 0.42%; Apellis Pharmaceuticals, Inc. 0.16% to 0.27%; Builders FirstSource, Inc. 0.38% to 0.49%. Largest decreases: Western Alliance Bancorp 0.27% to 0.14%; Wolfspeed, Inc. 0.31% to 0.2%; Crane NXT Co. 0.18% to 0.08%; First Horizon Corp. 0.43% to 0.33%; Capri Holdings Ltd. 0.28% to 0.18%; Ovintiv, Inc. 0.4% to 0.31%. New: Ritchie Bros Auctioneers, Inc. (0%). Gone: STORE Capital Corp. (0.28%), Coupa Software, Inc. (0.2%), IAA, Inc. (0.18%), Altra Industrial Motion Corp. (0.13%), Umpqua Holdings Corp. (0.13%), Signify Health, Inc. (0.06%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 27 Jun 2023 12:00:00 GMThttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/627 positions became 645: 53 added (5.77% of the fund), 35 dropped (4.76%). Turnover proxy 11%. Largest increases: Cleveland-Cliffs, Inc. 0.24% to 0.36%; Fair Isaac Corp. 0.43% to 0.54%; Lattice Semiconductor Corp. 0.24% to 0.34%; Crocs, Inc. 0.15% to 0.24%; Axon Enterprise, Inc. 0.35% to 0.43%; JPMorgan U.S. Government Money Market Fund 0.55% to 0.63%. Largest decreases: U-Haul Holding Co. 0.2% to 0.02%; Shockwave Medical, Inc. 0.37% to 0.22%; Antero Resources Corp. 0.37% to 0.26%; Chart Industries, Inc. 0.28% to 0.18%; Darling Ingredients, Inc. 0.45% to 0.34%; First Citizens BancShares, Inc. 0.38% to 0.3%. New: Toast, Inc. (0.22%), Mohawk Industries, Inc. (0.21%), Newell Brands, Inc. (0.19%), Chord Energy Corp. (0.19%), Applied Industrial Technologies, Inc. (0.18%), Karuna Therapeutics, Inc. (0.18%). Gone: LPL Financial Holdings, Inc. (0.72%), EQT Corp. (0.55%), APA Corp. (0.53%), First Solar, Inc. (0.51%), Booz Allen Hamilton Holding Corp. (0.51%), Zendesk, Inc. (0.34%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 27 Mar 2023 12:00:00 GMThttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/634 positions became 627: 2 added (0.22% of the fund), 9 dropped (1.84%). Turnover proxy 8.7%. Largest increases: First Solar, Inc. 0.33% to 0.51%; LPL Financial Holdings, Inc. 0.56% to 0.72%; Shockwave Medical, Inc. 0.25% to 0.37%; Interactive Brokers Group, Inc. 0.17% to 0.29%; EQT Corp. 0.43% to 0.55%; APA Corp. 0.42% to 0.53%. Largest decreases: JPMorgan U.S. Government Money Market Fund 1.59% to 0.55%; N/A 0.14% to 0.04%; Medical Properties Trust, Inc. 0.34% to 0.24%; Five9, Inc. 0.25% to 0.15%; Syneos Health, Inc. 0.27% to 0.18%; Novavax, Inc. 0.14% to 0.06%. New: Coherent Corp. (0.15%), DigitalBridge Group, Inc. (0.07%). Gone: Biohaven Pharmaceutical Holding Co. Ltd. (0.31%), American Campus Communities, Inc. (0.3%), Avalara, Inc. (0.25%), II-VI, Inc. (0.22%), Change Healthcare, Inc. (0.2%), SailPoint Technologies Holding, Inc. (0.2%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 23 Dec 2022 12:00:00 GMThttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/636 positions became 634: 69 added (9.68% of the fund), 71 dropped (6.61%). Turnover proxy 14.5%. Largest increases: JPMorgan U.S. Government Money Market Fund 0.29% to 1.59%; Biohaven Pharmaceutical Holding Co. Ltd. 0.19% to 0.31%; Repligen Corp. 0.28% to 0.36%; Sunrun, Inc. 0.14% to 0.23%; First Solar, Inc. 0.25% to 0.33%; United Therapeutics Corp. 0.27% to 0.35%. Largest decreases: Zendesk, Inc. 0.51% to 0.31%; Avis Budget Group, Inc. 0.37% to 0.21%; Kohl's Corp. 0.28% to 0.12%; Cleveland-Cliffs, Inc. 0.42% to 0.28%; American Airlines Group, Inc. 0.42% to 0.29%; Norwegian Cruise Line Holdings Ltd. 0.29% to 0.17%. New: Healthcare Realty Trust, Inc. (0.33%), Southwestern Energy Co. (0.26%), Autoliv, Inc. (0.22%), Donaldson Co., Inc. (0.22%), AGNC Investment Corp. (0.22%), Western Union Co. (The) (0.22%). Gone: Marathon Oil Corp. (0.66%), Targa Resources Corp. (0.58%), ZoomInfo Technologies, Inc. (0.49%), Aspen Technology, Inc. (0.36%), Anaplan, Inc. (0.33%), Zynga, Inc. (0.3%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 29 Sep 2022 12:00:00 GMThttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/642 positions became 636: 3 added (0.58% of the fund), 9 dropped (2.25%). Turnover proxy 8.6%. Largest increases: EQT Corp. 0.2% to 0.41%; Marathon Oil Corp. 0.48% to 0.66%; Cleveland-Cliffs, Inc. 0.24% to 0.42%; Antero Resources Corp. 0.17% to 0.34%; Targa Resources Corp. 0.42% to 0.58%; Webster Financial Corp. 0.16% to 0.31%. Largest decreases: Masimo Corp. 0.35% to 0.2%; 10X Genomics, Inc. 0.28% to 0.15%; Novavax, Inc. 0.22% to 0.12%; Trex Co., Inc. 0.33% to 0.23%; Natera, Inc. 0.19% to 0.11%; Intellia Therapeutics, Inc. 0.21% to 0.12%. New: JPMorgan U.S. Government Money Market Fund (0.29%), HF Sinclair Corp. (0.19%), Enovis Corp. (0.1%). Gone: Nuance Communications, Inc. (0.49%), JPMorgan U.S. Government Money Market Fund (0.47%), CyrusOne, Inc. (0.36%), People's United Financial, Inc. (0.26%), Colfax Corp. (0.17%), HollyFrontier Corp. (0.16%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Jun 2022 12:00:00 GMThttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/594 positions became 642: 118 added (14.41% of the fund), 70 dropped (20.38%). Turnover proxy 24.4%. Largest increases: JPMorgan U.S. Government Money Market Fund 0.28% to 0.47%; First Citizens BancShares, Inc. 0.16% to 0.32%; Marathon Oil Corp. 0.34% to 0.48%; Fair Isaac Corp. 0.3% to 0.42%; APA Corp. 0.26% to 0.38%; Alcoa Corp. 0.23% to 0.33%. Largest decreases: Sunrun, Inc. 0.32% to 0.17%; Elastic NV 0.33% to 0.21%; Avalara, Inc. 0.41% to 0.3%; 10X Genomics, Inc. 0.39% to 0.28%; Bridgebio Pharma, Inc. 0.14% to 0.03%; Chegg, Inc. 0.23% to 0.12%. New: ZoomInfo Technologies, Inc. (0.5%), Ovintiv, Inc. (0.32%), Apartment Income REIT Corp. (0.26%), Organon & Co. (0.25%), GXO Logistics, Inc. (0.25%), Macy's, Inc. (0.25%). Gone: Datadog, Inc. (1.07%), MongoDB, Inc. (0.9%), Generac Holdings, Inc. (0.84%), Enphase Energy, Inc. (0.83%), Bill.com Holdings, Inc. (0.69%), Devon Energy Corp. (0.67%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 25 Mar 2022 12:00:00 GMThttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/599 positions became 594: 5 added (1.27% of the fund), 10 dropped (2.72%). Turnover proxy 9.4%. Largest increases: Datadog, Inc. 0.69% to 1.07%; MongoDB, Inc. 0.55% to 0.9%; Upstart Holdings, Inc. 0.06% to 0.4%; Bill.com Holdings, Inc. 0.37% to 0.69%; Affirm Holdings, Inc. 0.08% to 0.4%; Devon Energy Corp. 0.44% to 0.67%. Largest decreases: Chegg, Inc. 0.36% to 0.23%; Fair Isaac Corp. 0.43% to 0.3%; Zendesk, Inc. 0.44% to 0.33%; Five9, Inc. 0.39% to 0.29%; Amedisys, Inc. 0.24% to 0.15%; Zynga, Inc. 0.29% to 0.2%. New: Bath & Body Works, Inc. (0.49%), Wolfspeed, Inc. (0.37%), JPMorgan U.S. Government Money Market Fund (0.28%), Mandiant Corp. (0.11%), SolarWinds Corp. (0.02%). Gone: JPMorgan U.S. Government Money Market Fund (0.76%), L Brands, Inc. (0.61%), Cree, Inc. (0.31%), Proofpoint, Inc. (0.29%), Cimarex Energy Co. (0.19%), Stamps.com, Inc. (0.17%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 23 Dec 2021 12:00:00 GMThttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/550 positions became 599: 73 added (9.22% of the fund), 24 dropped (8.8%). Turnover proxy 13.6%. Largest increases: Enphase Energy, Inc. 0.52% to 0.74%; Datadog, Inc. 0.51% to 0.69%; Generac Holdings, Inc. 0.59% to 0.76%; L Brands, Inc. 0.44% to 0.61%; Charles River Laboratories International, Inc. 0.48% to 0.59%; Monolithic Power Systems, Inc. 0.45% to 0.55%. Largest decreases: Boston Beer Co., Inc. (The) 0.32% to 0.19%; Guardant Health, Inc. 0.39% to 0.27%; Penn National Gaming, Inc. 0.38% to 0.29%; Norwegian Cruise Line Holdings Ltd. 0.33% to 0.25%; Exelixis, Inc. 0.22% to 0.15%; Caesars Entertainment, Inc. 0.59% to 0.52%. New: JPMorgan U.S. Government Money Market Fund (0.76%), AMC Entertainment Holdings, Inc. (0.53%), Novavax, Inc. (0.35%), Cleveland-Cliffs, Inc. (0.33%), Builders FirstSource, Inc. (0.26%), Tradeweb Markets, Inc. (0.26%). Gone: EPAM Systems, Inc. (0.74%), Etsy, Inc. (0.72%), HubSpot, Inc. (0.66%), Wayfair, Inc. (0.62%), Slack Technologies, Inc. (0.61%), Occidental Petroleum Corp. (0.61%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 23 Sep 2021 12:00:00 GMThttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/553 positions became 550: 2 added (0.38% of the fund), 5 dropped (1.08%). Turnover proxy 8.1%. Largest increases: HubSpot, Inc. 0.52% to 0.66%; Diamondback Energy, Inc. 0.29% to 0.43%; L Brands, Inc. 0.31% to 0.44%; Signature Bank 0.29% to 0.41%; EPAM Systems, Inc. 0.62% to 0.74%; Caesars Entertainment, Inc. 0.47% to 0.59%. Largest decreases: Plug Power, Inc. 1.01% to 0.41%; Enphase Energy, Inc. 0.74% to 0.52%; Quidel Corp. 0.31% to 0.12%; MongoDB, Inc. 0.6% to 0.45%; Fastly, Inc. 0.3% to 0.16%; Datadog, Inc. 0.64% to 0.51%. New: APA Corp. (0.22%), Travel + Leisure Co. (0.16%). Gone: Inphi Corp. (0.28%), RealPage, Inc. (0.25%), Eaton Vance Corp. (0.25%), Apache Corp. (0.17%), Wyndham Destinations, Inc. (0.12%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 25 Jun 2021 12:00:00 GMThttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/531 positions became 553: 64 added (11.65% of the fund), 42 dropped (10.25%). Turnover proxy 16.9%. Largest increases: Enphase Energy, Inc. 0.5% to 0.74%; Etsy, Inc. 0.59% to 0.81%; Slack Technologies, Inc. 0.45% to 0.67%; MongoDB, Inc. 0.47% to 0.6%; Signature Bank 0.18% to 0.29%; American Airlines Group, Inc. 0.23% to 0.34%. Largest decreases: Sarepta Therapeutics, Inc. 0.43% to 0.23%; Black Knight, Inc. 0.56% to 0.41%; Horizon Therapeutics plc 0.64% to 0.52%; Boston Beer Co., Inc. (The) 0.39% to 0.27%; SYNNEX Corp. 0.22% to 0.11%; Nordson Corp. 0.42% to 0.31%. New: Plug Power, Inc. (1.01%), Occidental Petroleum Corp. (0.54%), Penn National Gaming, Inc. (0.49%), Caesars Entertainment, Inc. (0.47%), Cloudflare, Inc. (0.43%), Palantir Technologies, Inc. (0.42%). Gone: Match Group, Inc. (1.23%), Pinterest, Inc. (1.1%), Trade Desk, Inc. (The) (0.96%), Teladoc Health, Inc. (0.89%), West Pharmaceutical Services, Inc. (0.81%), Coupa Software, Inc. (0.73%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 25 Mar 2021 12:00:00 GMThttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/535 positions became 531: 3 added (0.56% of the fund), 7 dropped (1.33%). Turnover proxy 9.2%. Largest increases: Pinterest, Inc. 0.17% to 1.1%; Datadog, Inc. 0.12% to 0.65%; Slack Technologies, Inc. 0.08% to 0.45%; Enphase Energy, Inc. 0.21% to 0.5%; Match Group, Inc. 0.96% to 1.23%; Beyond Meat, Inc. 0.06% to 0.28%. Largest decreases: Coupa Software, Inc. 0.89% to 0.73%; Ciena Corp. 0.4% to 0.24%; White Mountains Insurance Group Ltd. 0.12% to 0%; Credit Acceptance Corp. 0.27% to 0.15%; Alteryx, Inc. 0.38% to 0.27%; Guidewire Software, Inc. 0.42% to 0.32%. New: Terminix Global Holdings, Inc. (0.25%), CMC Materials, Inc. (0.17%), Aaron's Holdings Co., Inc. (0.14%). Gone: Immunomedics, Inc. (0.38%), ServiceMaster Global Holdings, Inc. (0.23%), Cabot Microelectronics Corp. (0.19%), Legg Mason, Inc. (0.18%), LogMeIn, Inc. (0.18%), Aaron's, Inc. (0.15%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 23 Dec 2020 12:00:00 GMThttps://themulden.com/funds/bbmc/https://themulden.com/funds/bbmc/515 positions became 535: 54 added (9.26% of the fund), 34 dropped (3.08%). Turnover proxy 14.4%. Largest increases: Wayfair, Inc. 0.44% to 0.78%; Coupa Software, Inc. 0.6% to 0.89%; Etsy, Inc. 0.42% to 0.61%; Trade Desk, Inc. (The) 0.63% to 0.8%; Carvana Co. 0.22% to 0.37%; Chegg, Inc. 0.27% to 0.41%. Largest decreases: Hill-Rom Holdings, Inc. 0.41% to 0.28%; Haemonetics Corp. 0.31% to 0.19%; CACI International, Inc. 0.34% to 0.23%; Cable One, Inc. 0.54% to 0.42%; People's United Financial, Inc. 0.31% to 0.2%; Exelixis, Inc. 0.41% to 0.31%. New: Match Group, Inc. (0.96%), Quidel Corp. (0.47%), PG&E Corp. (0.39%), DraftKings, Inc. (0.35%), Five9, Inc. (0.33%), Liberty Media Corp.-Liberty Formula One (0.31%). Gone: Moderna, Inc. (0.56%), WABCO Holdings, Inc. (0.37%), Tech Data Corp. (0.27%), Match Group, Inc. (0.23%), Zoom Video Communications, Inc. (0.21%), Anixter International, Inc. (0.15%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 24 Sep 2020 12:00:00 GMT