Each N-PORT filing of BKMC 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/bkmc/https://themulden.com/funds/bkmc/402 positions became 400: 30 added (6.37% of the fund), 32 dropped (9.12%). Turnover proxy 14.4%. Largest increases: MASTEC INC 0.39% to 0.64%; REVOLUTION MEDICINES INC 0.44% to 0.69%; XPO INC 0.45% to 0.66%; CASEY'S GENERAL STORES INC 0.58% to 0.78%; TECHNIPFMC PLC 0.59% to 0.78%; FABRINET 0.45% to 0.64%. Largest decreases: KRATOS DEFENSE & SECURITY SOLUTIONS INC 0.43% to 0.27%; EPAM SYSTEMS INC 0.3% to 0.17%; QIAGEN NV 0.29% to 0.18%; PENTAIR PLC 0.46% to 0.35%; WAYFAIR INC 0.27% to 0.17%; MEDPACE HOLDINGS INC 0.33% to 0.24%. New: CF INDUSTRIES HOLDINGS INC (0.5%), ONTO INNOVATION INC (0.38%), ADVANCED ENERGY INDUSTRIES INC (0.38%), REGENCY CENTERS CORP (0.34%), SOLSTICE ADVANCED MATERIALS INC (0.34%), ZEBRA TECHNOLOGIES CORP (0.32%). Gone: Sandisk Corp/DE (2.04%), Bloom Energy Corp (0.83%), FTAI Aviation Ltd (0.72%), Lumentum Holdings Inc (0.71%), Coherent Corp (0.7%), KeyCorp (0.53%). 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/bkmc/https://themulden.com/funds/bkmc/404 positions became 402: 51 added (13.71% of the fund), 53 dropped (12.42%). Turnover proxy 18.9%. Largest increases: FTAI Aviation Ltd 0.48% to 0.72%; Coherent Corp 0.47% to 0.7%; Albemarle Corp 0.33% to 0.52%; Exact Sciences Corp 0.32% to 0.49%; Revolution Medicines Inc 0.28% to 0.44%; Moderna Inc 0.26% to 0.4%. Largest decreases: Nutanix Inc 0.48% to 0.25%; Guidewire Software Inc 0.52% to 0.3%; Oklo Inc 0.43% to 0.24%; AECOM 0.49% to 0.32%; Duolingo Inc 0.28% to 0.13%; Docusign Inc 0.39% to 0.26%. New: Sandisk Corp/DE (2.04%), Bloom Energy Corp (0.83%), Lumentum Holdings Inc (0.71%), Ball Corp (0.41%), IDEX Corp (0.4%), Avery Dennison Corp (0.38%). Gone: Insmed Inc (0.98%), Comfort Systems USA Inc (0.92%), Credo Technology Group Holding (0.75%), Ciena Corp (0.74%), Rocket Lab Corp (0.71%), Astera Labs Inc (0.66%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 25 Mar 2026 12:00:00 GMThttps://themulden.com/funds/bkmc/https://themulden.com/funds/bkmc/403 positions became 404: 27 added (6.82% of the fund), 26 dropped (5.1%). Turnover proxy 12.9%. Largest increases: Insmed Inc 0.54% to 0.98%; Ciena Corp 0.36% to 0.74%; Credo Technology Group Holding 0.45% to 0.75%; Comfort Systems USA Inc 0.71% to 0.92%; United Therapeutics Corp 0.32% to 0.51%; Rocket Lab Corp 0.55% to 0.71%. Largest decreases: Sprouts Farmers Market Inc 0.42% to 0.21%; Wingstop Inc 0.31% to 0.17%; Hims & Hers Health Inc 0.35% to 0.22%; F5 Inc 0.52% to 0.4%; Duolingo Inc 0.39% to 0.28%; Domino's Pizza Inc 0.47% to 0.37%. New: IonQ Inc (0.44%), Oklo Inc (0.43%), Kratos Defense & Security Solu (0.4%), NEXTracker Inc (0.38%), Bunge Global SA (0.36%), Revvity Inc (0.31%). Gone: SoFi Technologies Inc (0.68%), Flex Ltd (0.54%), Affirm Holdings Inc (0.47%), Carlyle Group Inc/The (0.39%), Mr Cooper Group Inc (0.28%), SouthState Corp (0.25%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 19 Dec 2025 12:00:00 GMThttps://themulden.com/funds/bkmc/https://themulden.com/funds/bkmc/399 positions became 403: 33 added (6.86% of the fund), 29 dropped (6.54%). Turnover proxy 13.9%. Largest increases: Credo Technology Group Holding 0.18% to 0.45%; SoFi Technologies Inc 0.41% to 0.68%; Comfort Systems USA Inc 0.45% to 0.71%; Talen Energy Corp 0.32% to 0.49%; Corebridge Financial Inc 0.24% to 0.39%; Coherent Corp 0.26% to 0.41%. Largest decreases: Sarepta Therapeutics Inc 0.18% to 0.04%; Unum Group 0.45% to 0.32%; Sprouts Farmers Market Inc 0.54% to 0.42%; BellRing Brands Inc 0.32% to 0.19%; Liberty Broadband Corp 0.33% to 0.21%; Fidelity National Financial In 0.54% to 0.42%. New: Rocket Lab Corp (0.55%), Astera Labs Inc (0.51%), Hims & Hers Health Inc (0.35%), Stanley Black & Decker Inc (0.31%), Skyworks Solutions Inc (0.31%), Viatris Inc (0.31%). Gone: NRG Energy Inc (0.71%), Anglogold Ashanti Plc (0.68%), NiSource Inc (0.58%), Insulet Corp (0.57%), International Paper Co (0.5%), Juniper Networks Inc (0.38%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Sep 2025 12:00:00 GMThttps://themulden.com/funds/bkmc/https://themulden.com/funds/bkmc/406 positions became 399: 28 added (4.3% of the fund), 35 dropped (6.82%). Turnover proxy 11.8%. Largest increases: Anglogold Ashanti Plc 0.35% to 0.68%; BJ's Wholesale Club Holdings I 0.36% to 0.49%; Royal Gold Inc 0.26% to 0.38%; NRG Energy Inc 0.59% to 0.71%; Casey's General Stores Inc 0.44% to 0.56%; NiSource Inc 0.47% to 0.58%. Largest decreases: Twilio Inc 0.63% to 0.45%; Vaxcyte Inc 0.29% to 0.14%; Saia Inc 0.36% to 0.21%; VF Corp 0.27% to 0.14%; EPAM Systems Inc 0.4% to 0.28%; Norwegian Cruise Line Holdings 0.35% to 0.23%. New: Nordson Corp (0.33%), Kyndryl Holdings Inc (0.24%), ExlService Holdings Inc (0.24%), The Campbell's Company (0.23%), MGM Resorts International (0.23%), Old National Bancorp/IN (0.22%). Gone: Expand Energy Corp (0.59%), Natera Inc (0.59%), Packaging Corp of America (0.52%), Toast Inc (0.45%), Reddit Inc (0.42%), Intra-Cellular Therapies Inc (0.35%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 25 Jun 2025 12:00:00 GMThttps://themulden.com/funds/bkmc/https://themulden.com/funds/bkmc/405 positions became 406: 28 added (4.35% of the fund), 27 dropped (5.14%). Turnover proxy 10.5%. Largest increases: Reddit Inc 0.1% to 0.42%; Twilio Inc 0.38% to 0.63%; Natera Inc 0.41% to 0.59%; Tapestry Inc 0.31% to 0.48%; DocuSign Inc 0.4% to 0.54%; SoFi Technologies Inc 0.32% to 0.44%. Largest decreases: Parsons Corp 0.27% to 0.1%; AES Corp/The 0.34% to 0.22%; Viking Therapeutics Inc 0.22% to 0.1%; CACI International Inc 0.35% to 0.24%; Manhattan Associates Inc 0.47% to 0.36%; Tetra Tech Inc 0.38% to 0.27%. New: VF Corp (0.27%), QIAGEN NV (0.27%), Carpenter Technology Corp (0.27%), Wintrust Financial Corp (0.24%), Glaukos Corp (0.23%), Flowserve Corp (0.23%). Gone: Texas Pacific Land Corp (0.78%), EMCOR Group Inc (0.61%), Catalent Inc (0.31%), QIAGEN NV (0.28%), Smartsheet Inc (0.22%), Darling Ingredients Inc (0.18%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 25 Mar 2025 12:00:00 GMThttps://themulden.com/funds/bkmc/https://themulden.com/funds/bkmc/405 positions became 405: 37 added (8.02% of the fund), 37 dropped (7.56%). Turnover proxy 13.5%. Largest increases: Expand Energy Corp 0.27% to 0.52%; Texas Pacific Land Corp 0.59% to 0.78%; Cava Group Inc 0.12% to 0.29%; Parsons Corp 0.11% to 0.27%; Duolingo Inc 0.19% to 0.31%; Exact Sciences Corp 0.24% to 0.37%. Largest decreases: Qorvo Inc 0.35% to 0.2%; TopBuild Corp 0.46% to 0.32%; Rivian Automotive Inc 0.33% to 0.21%; elf Beauty Inc 0.28% to 0.16%; Huntington Ingalls Industries 0.32% to 0.21%; Charles River Laboratories Int 0.37% to 0.26%. New: Yum China Holdings Inc (0.49%), Pool Corp (0.41%), Sprouts Farmers Market Inc (0.38%), WP Carey Inc (0.35%), J M Smucker Co/The (0.34%), Albemarle Corp (0.32%). Gone: Leidos Holdings Inc (0.59%), GoDaddy Inc (0.58%), Pure Storage Inc (0.55%), Watsco Inc (0.5%), Carvana Co (0.39%), Smurfit WestRock PLC (0.34%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 19 Dec 2024 12:00:00 GMThttps://themulden.com/funds/bkmc/https://themulden.com/funds/bkmc/402 positions became 405: 23 added (4.8% of the fund), 20 dropped (5.3%). Turnover proxy 10.1%. Largest increases: Texas Pacific Land Corp 0.43% to 0.59%; Carvana Co 0.26% to 0.39%; Burlington Stores Inc 0.37% to 0.51%; Globus Medical Inc 0.19% to 0.29%; International Paper Co 0.39% to 0.48%; United Therapeutics Corp 0.34% to 0.44%. Largest decreases: Domino's Pizza Inc 0.6% to 0.45%; Five Below Inc 0.26% to 0.12%; Lamb Weston Holdings Inc 0.38% to 0.26%; Nutanix Inc 0.47% to 0.37%; Inspire Medical Systems Inc 0.22% to 0.12%; Exact Sciences Corp 0.34% to 0.24%. New: Insulet Corp (0.41%), UDR Inc (0.37%), Smurfit WestRock PLC (0.34%), FTAI Aviation Ltd (0.33%), Rivian Automotive Inc (0.33%), Mosaic Co/The (0.29%). Gone: Vistra Corp (0.87%), Williams-Sonoma Inc (0.56%), Reliance Inc (0.52%), MicroStrategy Inc (0.47%), Westrock Co (0.39%), Shockwave Medical Inc (0.38%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 23 Sep 2024 12:00:00 GMThttps://themulden.com/funds/bkmc/https://themulden.com/funds/bkmc/403 positions became 402: 26 added (4.67% of the fund), 27 dropped (5.63%). Turnover proxy 11.4%. Largest increases: Vistra Corp 0.48% to 0.87%; MicroStrategy Inc 0.2% to 0.47%; EMCOR Group Inc 0.35% to 0.54%; Williams-Sonoma Inc 0.38% to 0.56%; Celsius Holdings Inc 0.19% to 0.35%; Carvana Co 0.12% to 0.26%. Largest decreases: Globe Life Inc 0.38% to 0.23%; Roku Inc 0.35% to 0.23%; Procore Technologies Inc 0.29% to 0.18%; Liberty Broadband Corp 0.29% to 0.18%; TriNet Group Inc 0.2% to 0.1%; Lamb Weston Holdings Inc 0.48% to 0.38%. New: Wingstop Inc (0.36%), Camden Property Trust (0.34%), Natera Inc (0.33%), BellRing Brands Inc (0.23%), Affirm Holdings Inc (0.23%), Fluor Corp (0.22%). Gone: Super Micro Computer Inc (0.79%), Vertiv Holdings Co (0.64%), Deckers Outdoor Corp (0.64%), Entegris Inc (0.57%), Karuna Therapeutics Inc (0.36%), Valvoline Inc (0.16%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 25 Jun 2024 12:00:00 GMThttps://themulden.com/funds/bkmc/https://themulden.com/funds/bkmc/475 positions became 403: 229 added (45.43% of the fund), 301 dropped (81.02%). Turnover proxy 81%. Largest increases: Deckers Outdoor Corp 0.2% to 0.64%; Entegris Inc 0.17% to 0.57%; GoDaddy Inc 0.14% to 0.51%; Gen Digital Inc 0.12% to 0.47%; Reliance Steel & Aluminum Co 0.2% to 0.54%; Textron Inc 0.2% to 0.54%. Largest decreases: agilon health Inc 0.07% to 0.04%. New: Super Micro Computer Inc (0.79%), Vertiv Holdings Co (0.64%), Nutanix Inc (0.43%), Saia Inc (0.39%), TopBuild Corp (0.38%), Pure Storage Inc (0.38%). Gone: Parker-Hannifin Corp (0.62%), TransDigm Group Inc (0.6%), NXP Semiconductors NV (0.58%), Welltower Inc (0.58%), American International Group I (0.57%), Trane Technologies PLC (0.57%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 21 Mar 2024 12:00:00 GMThttps://themulden.com/funds/bkmc/https://themulden.com/funds/bkmc/477 positions became 475: 5 added (0.36% of the fund), 7 dropped (0.68%). Turnover proxy 6.4%. Largest increases: Newmont Corp 0.39% to 0.56%; ONEOK Inc 0.34% to 0.49%; PG&E Corp 0.32% to 0.45%; Constellation Energy Corp 0.36% to 0.47%; Welltower Inc 0.47% to 0.58%; Crowdstrike Holdings Inc 0.41% to 0.52%. Largest decreases: Block Inc 0.5% to 0.29%; ON Semiconductor Corp 0.53% to 0.35%; Align Technology Inc 0.3% to 0.17%; Illumina Inc 0.35% to 0.23%; Marvell Technology Inc 0.63% to 0.53%; Insulet Corp 0.22% to 0.12%. New: Liberty Media Corp-Liberty For (0.17%), Dreyfus Institutional Preferred Government Money Market Fund (0.09%), Liberty Media Corp-Liberty Sir (0.05%), Liberty Media Corp-Liberty For (0.03%), Liberty Media Corp-Liberty Sir (0.02%). Gone: Horizon Therapeutics Plc (0.26%), Liberty Media Corp-Liberty For (0.17%), Black Knight Inc (0.12%), Liberty Media Corp-Liberty Sir (0.05%), Liberty Media Corp-Liberty Sir (0.03%), Liberty Media Corp-Liberty For (0.02%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 20 Dec 2023 12:00:00 GMThttps://themulden.com/funds/bkmc/https://themulden.com/funds/bkmc/505 positions became 477: 34 added (10.62% of the fund), 62 dropped (6.05%). Turnover proxy 13.9%. Largest increases: Palantir Technologies Inc 0.18% to 0.4%; Marvell Technology Inc 0.44% to 0.63%; ON Semiconductor Corp 0.41% to 0.53%; MongoDB Inc 0.22% to 0.34%; Datadog Inc 0.22% to 0.33%; Carrier Global Corp 0.45% to 0.56%. Largest decreases: Hershey Co/The 0.52% to 0.39%; Mettler-Toledo International I 0.43% to 0.31%; Ulta Beauty Inc 0.37% to 0.25%; Xcel Energy Inc 0.5% to 0.39%; Newmont Corp 0.49% to 0.39%; SBA Communications Corp 0.37% to 0.27%. New: NXP Semiconductors NV (0.66%), TE Connectivity Ltd (0.52%), Capital One Financial Corp (0.51%), American International Group I (0.49%), Williams Cos Inc/The (0.48%), Exelon Corp (0.48%). Gone: Arthur J Gallagher & Co (0.58%), Biogen Inc (0.57%), Arista Networks Inc (0.52%), Las Vegas Sands Corp (0.28%), Life Storage Inc (0.15%), AptarGroup Inc (0.1%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 25 Sep 2023 12:00:00 GMThttps://themulden.com/funds/bkmc/https://themulden.com/funds/bkmc/507 positions became 505: 1 added (0.38% of the fund), 3 dropped (0.43%). Turnover proxy 5.6%. Largest increases: Arista Networks Inc 0.39% to 0.52%; Seagen Inc 0.24% to 0.36%; Hershey Co/The 0.41% to 0.52%; West Pharmaceutical Services I 0.25% to 0.35%; Trade Desk Inc/The 0.28% to 0.37%; Copart Inc 0.35% to 0.44%. Largest decreases: First Republic Bank/CA 0.31% to 0.01%; Albemarle Corp 0.41% to 0.28%; Block Inc 0.54% to 0.43%; KeyCorp 0.23% to 0.14%; State Street Corp 0.42% to 0.33%; Halliburton Co 0.47% to 0.39%. New: GE HealthCare Technologies Inc (0.38%). Gone: SVB Financial Group (0.22%), STORE Capital Corp (0.1%), Signature Bank/New York NY (0.1%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 22 Jun 2023 12:00:00 GMThttps://themulden.com/funds/bkmc/https://themulden.com/funds/bkmc/523 positions became 507: 40 added (7.8% of the fund), 56 dropped (8.91%). Turnover proxy 12.8%. Largest increases: Horizon Therapeutics Plc 0.19% to 0.31%; IDEXX Laboratories Inc 0.4% to 0.49%; United Rentals Inc 0.29% to 0.38%; DuPont de Nemours Inc 0.38% to 0.45%; Las Vegas Sands Corp 0.17% to 0.24%; Microchip Technology Inc 0.46% to 0.53%. Largest decreases: Rivian Automotive Inc 0.25% to 0.13%; Coterra Energy Inc 0.33% to 0.24%; CF Industries Holdings Inc 0.28% to 0.2%; Baxter International Inc 0.36% to 0.29%; Constellation Energy Corp 0.41% to 0.34%; ZoomInfo Technologies Inc 0.16% to 0.1%. New: Block Inc (0.54%), Nucor Corp (0.54%), Newmont Corp (0.52%), Dow Inc (0.52%), Simon Property Group Inc (0.52%), Marvell Technology Inc (0.45%). Gone: Devon Energy Corp (0.67%), Phillips 66 (0.66%), AutoZone Inc (0.65%), Cheniere Energy Inc (0.58%), Enphase Energy Inc (0.55%), Motorola Solutions Inc (0.55%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 22 Mar 2023 12:00:00 GMThttps://themulden.com/funds/bkmc/https://themulden.com/funds/bkmc/528 positions became 523: 3 added (0.3% of the fund), 8 dropped (1.27%). Turnover proxy 7.5%. Largest increases: Devon Energy Corp 0.48% to 0.67%; Rivian Automotive Inc 0.07% to 0.25%; Biogen Inc 0.39% to 0.54%; Constellation Energy Corp 0.27% to 0.41%; Cheniere Energy Inc 0.44% to 0.58%; Hess Corp 0.39% to 0.52%. Largest decreases: SVB Financial Group 0.3% to 0.18%; Generac Holdings Inc 0.21% to 0.1%; Welltower Inc 0.49% to 0.38%; HP Inc 0.44% to 0.33%; MongoDB Inc 0.26% to 0.16%; Match Group Inc 0.26% to 0.17%. New: Jacobs Solutions Inc (0.19%), Annaly Capital Management Inc (0.11%), Getty Images Holdings Inc (0%). Gone: Duke Realty Corp (0.3%), Jacobs Engineering Group Inc (0.22%), Citrix Systems Inc (0.16%), Alleghany Corp (0.14%), Annaly Capital Management Inc (0.14%), American Campus Communities In (0.11%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 21 Dec 2022 12:00:00 GMThttps://themulden.com/funds/bkmc/https://themulden.com/funds/bkmc/565 positions became 528: 53 added (10.78% of the fund), 90 dropped (11.43%). Turnover proxy 16%. Largest increases: Enphase Energy Inc 0.26% to 0.48%; VICI Properties Inc 0.3% to 0.41%; Seagen Inc 0.21% to 0.3%; Take-Two Interactive Software 0.17% to 0.26%; SolarEdge Technologies Inc 0.16% to 0.25%; ON Semiconductor Corp 0.28% to 0.36%. Largest decreases: Expedia Group Inc 0.32% to 0.2%; Royal Caribbean Cruises Ltd 0.21% to 0.11%; Delta Air Lines Inc 0.33% to 0.25%; Bath & Body Works Inc 0.17% to 0.1%; Trade Desk Inc/The 0.31% to 0.25%; Kroger Co/The 0.44% to 0.38%. New: Agilent Technologies Inc (0.5%), MSCI Inc (0.48%), Microchip Technology Inc (0.48%), Electronic Arts Inc (0.46%), Trane Technologies PLC (0.43%), Carrier Global Corp (0.43%). Gone: Archer-Daniels-Midland Co (0.61%), Occidental Petroleum Corp (0.6%), Centene Corp (0.57%), McKesson Corp (0.57%), Valero Energy Corp (0.55%), Sysco Corp (0.53%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 26 Sep 2022 12:00:00 GMThttps://themulden.com/funds/bkmc/https://themulden.com/funds/bkmc/563 positions became 565: 7 added (0.75% of the fund), 5 dropped (0.56%). Turnover proxy 7.1%. Largest increases: Occidental Petroleum Corp 0.38% to 0.6%; Nucor Corp 0.34% to 0.52%; Valero Energy Corp 0.39% to 0.55%; Archer-Daniels-Midland Co 0.49% to 0.61%; McKesson Corp 0.45% to 0.57%; M&T Bank Corp 0.25% to 0.36%. Largest decreases: EPAM Systems Inc 0.31% to 0.18%; Okta Inc 0.32% to 0.22%; State Street Corp 0.39% to 0.3%; Stanley Black & Decker Inc 0.33% to 0.24%; Carvana Co 0.16% to 0.07%; RingCentral Inc 0.16% to 0.08%. New: Warner Bros Discovery Inc (0.48%), Constellation Energy Corp (0.24%), Core Scientific Inc (0.02%), Aurora Innovation Inc (0.01%), Braze Inc (0%), Cvent Holding Corp (0%). Gone: Nuance Communications Inc (0.18%), CyrusOne Inc (0.13%), Discovery Inc (0.1%), People's United Financial Inc (0.09%), Discovery Inc (0.06%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 23 Jun 2022 12:00:00 GMThttps://themulden.com/funds/bkmc/https://themulden.com/funds/bkmc/566 positions became 563: 53 added (8.88% of the fund), 56 dropped (9.61%). Turnover proxy 15.1%. Largest increases: VMware Inc 0.13% to 0.3%; Realty Income Corp 0.3% to 0.44%; McKesson Corp 0.34% to 0.45%; Archer-Daniels-Midland Co 0.39% to 0.49%; Devon Energy Corp 0.28% to 0.37%; Corning Inc 0.29% to 0.38%. Largest decreases: Peloton Interactive Inc 0.26% to 0.08%; HubSpot Inc 0.39% to 0.25%; Generac Holdings Inc 0.34% to 0.21%; Dell Technologies Inc 0.32% to 0.19%; Carvana Co 0.27% to 0.16%; Etsy Inc 0.34% to 0.23%. New: Centene Corp (0.51%), Baxter International Inc (0.49%), HP Inc (0.47%), General Mills Inc (0.46%), Parker-Hannifin Corp (0.45%), Sysco Corp (0.45%). Gone: Dexcom Inc (0.65%), Airbnb Inc (0.61%), Marvell Technology Inc (0.6%), Cloudflare Inc (0.55%), Palo Alto Networks Inc (0.54%), Cadence Design Systems Inc (0.52%). 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/bkmc/https://themulden.com/funds/bkmc/569 positions became 566: 3 added (0.45% of the fund), 6 dropped (0.83%). Turnover proxy 6.7%. Largest increases: Airbnb Inc 0.24% to 0.61%; Cloudflare Inc 0.26% to 0.55%; Datadog Inc 0.27% to 0.43%; MongoDB Inc 0.22% to 0.36%; Upstart Holdings Inc 0.02% to 0.16%; Bill.com Holdings Inc 0.15% to 0.28%. Largest decreases: Peloton Interactive Inc 0.36% to 0.26%; Pinterest Inc 0.37% to 0.27%; Corning Inc 0.37% to 0.29%; Chegg Inc 0.15% to 0.08%; Discover Financial Services 0.43% to 0.36%; XPO Logistics Inc 0.16% to 0.09%. New: Bath & Body Works Inc (0.2%), Wolfspeed Inc (0.14%), SoFi Technologies Inc (0.12%). Gone: Maxim Integrated Products Inc (0.31%), L Brands Inc (0.24%), Cree Inc (0.13%), Proofpoint Inc (0.11%), Santander Consumer USA Holding (0.03%), agilon health Inc (0.02%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 22 Dec 2021 12:00:00 GMThttps://themulden.com/funds/bkmc/https://themulden.com/funds/bkmc/503 positions became 569: 122 added (11.79% of the fund), 56 dropped (16.74%). Turnover proxy 18.9%. Largest increases: Marvell Technology Inc 0.4% to 0.56%; Dexcom Inc 0.41% to 0.57%; ResMed Inc 0.31% to 0.45%; Fortinet Inc 0.31% to 0.42%; Airbnb Inc 0.14% to 0.24%; Enphase Energy Inc 0.19% to 0.29%. Largest decreases: Southwest Airlines Co 0.41% to 0.34%; Willis Towers Watson PLC 0.37% to 0.3%; Carnival Corp 0.25% to 0.2%; DTE Energy Co 0.3% to 0.26%; Boston Beer Co Inc/The 0.12% to 0.08%; Novocure Ltd 0.19% to 0.15%. New: SBA Communications Corp (0.42%), CoStar Group Inc (0.4%), WEC Energy Group Inc (0.34%), Seagate Technology Holdings PL (0.2%), Devon Energy Corp (0.17%), Diamondback Energy Inc (0.16%). Gone: Freeport-McMoRan Inc (0.6%), Moderna Inc (0.6%), KLA Corp (0.54%), Johnson Controls International (0.5%), Ford Motor Co (0.5%), IQVIA Holdings Inc (0.5%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 27 Sep 2021 12:00:00 GMThttps://themulden.com/funds/bkmc/https://themulden.com/funds/bkmc/497 positions became 503: 10 added (0.83% of the fund), 4 dropped (0.84%). Turnover proxy 6.4%. Largest increases: IFF 0.15% to 0.39%; Freeport-McMoRan Inc 0.49% to 0.6%; EOG Resources Inc 0.37% to 0.47%; Nucor Corp 0.19% to 0.28%; KKR & Co Inc 0.28% to 0.36%; Southwest Airlines Co 0.32% to 0.41%. Largest decreases: Peloton Interactive Inc 0.47% to 0.29%; Teladoc Health Inc 0.41% to 0.25%; Splunk Inc 0.34% to 0.22%; Roku Inc 0.53% to 0.42%; Enphase Energy Inc 0.29% to 0.19%; RingCentral Inc 0.38% to 0.28%. New: Marvell Technology Inc (0.4%), Airbnb Inc (0.14%), Opendoor Technologies Inc (0.07%), Sarepta Therapeutics Inc (0.06%), QuantumScape Corp (0.05%), Skillz Inc (0.05%). Gone: Marvell Technology Group Ltd (0.43%), Varian Medical Systems Inc (0.21%), Inphi Corp (0.11%), Eaton Vance Corp (0.1%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 23 Jun 2021 12:00:00 GMThttps://themulden.com/funds/bkmc/https://themulden.com/funds/bkmc/481 positions became 497: 68 added (12.01% of the fund), 52 dropped (12.7%). Turnover proxy 18.1%. Largest increases: Moderna Inc 0.28% to 0.66%; Crowdstrike Holdings Inc 0.26% to 0.51%; Roku Inc 0.3% to 0.53%; ViacomCBS Inc 0.23% to 0.35%; Schlumberger NV 0.28% to 0.39%; Freeport-McMoRan Inc 0.38% to 0.49%. Largest decreases: Splunk Inc 0.47% to 0.34%; Public Service Enterprise Grou 0.46% to 0.36%; Church & Dwight Co Inc 0.35% to 0.26%; Best Buy Co Inc 0.4% to 0.32%; Alliant Energy Corp 0.23% to 0.15%; PPL Corp 0.34% to 0.27%. New: Peloton Interactive Inc (0.47%), Match Group Inc (0.46%), Sysco Corp (0.46%), Walgreens Boots Alliance Inc (0.45%), IQVIA Holdings Inc (0.43%), Allstate Corp/The (0.41%). Gone: Zoom Video Communications Inc (1.22%), Square Inc (0.84%), MercadoLibre Inc (0.83%), Twilio Inc (0.55%), Lululemon Athletica Inc (0.55%), Veeva Systems Inc (0.55%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 19 Mar 2021 12:00:00 GMThttps://themulden.com/funds/bkmc/https://themulden.com/funds/bkmc/488 positions became 481: 6 added (0.9% of the fund), 13 dropped (2.01%). Turnover proxy 8.2%. Largest increases: Zoom Video Communications Inc 0.11% to 1.22%; Pinterest Inc 0.07% to 0.38%; Snap Inc 0.28% to 0.52%; Crowdstrike Holdings Inc 0.04% to 0.26%; Square Inc 0.68% to 0.84%; Align Technology Inc 0.32% to 0.46%. Largest decreases: DexCom Inc 0.62% to 0.44%; BioMarin Pharmaceutical Inc 0.33% to 0.16%; Marathon Petroleum Corp 0.39% to 0.25%; Schlumberger NV 0.38% to 0.28%; Jack Henry & Associates Inc 0.23% to 0.13%; T Rowe Price Group Inc 0.48% to 0.39%. New: Seagen Inc (0.29%), FirstEnergy Corp (0.24%), Cincinnati Financial Corp (0.14%), Beyond Meat Inc (0.09%), CACI International Inc (0.08%), Molson Coors Beverage Co (0.06%). Gone: Valero Energy Corp (0.35%), Seattle Genetics Inc (0.3%), Boston Properties Inc (0.2%), E*TRADE Financial Corp (0.18%), Teledyne Technologies Inc (0.17%), TD Ameritrade Holding Corp (0.14%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 22 Dec 2020 12:00:00 GMThttps://themulden.com/funds/bkmc/https://themulden.com/funds/bkmc/537 positions became 488: 55 added (14.11% of the fund), 104 dropped (10.69%). Turnover proxy 18.2%. Largest increases: Twilio Inc 0.26% to 0.55%; MercadoLibre Inc 0.5% to 0.78%; Square Inc 0.42% to 0.68%; DocuSign Inc 0.25% to 0.43%; Moderna Inc 0.19% to 0.33%; Wayfair Inc 0.15% to 0.28%. Largest decreases: Alexion Pharmaceuticals Inc 0.45% to 0.35%; Motorola Solutions Inc 0.46% to 0.36%; Cerner Corp 0.41% to 0.32%; Essex Property Trust Inc 0.3% to 0.22%; VeriSign Inc 0.41% to 0.33%; State Street Corp 0.43% to 0.36%. New: T Rowe Price Group Inc (0.48%), Workday Inc (0.46%), TE Connectivity Ltd (0.45%), Public Service Enterprise Grou (0.45%), Travelers Cos Inc/The (0.44%), American International Group I (0.44%). Gone: Digital Realty Trust Inc (0.74%), Centene Corp (0.73%), SBA Communications Corp (0.62%), WEC Energy Group Inc (0.54%), FirstEnergy Corp (0.42%), IAC/interactivecorp (0.31%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 25 Sep 2020 12:00:00 GMT