<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>BSCU filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of BSCU 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.</description><link>https://themulden.com/</link><language>en</language><item><title>BSCU: filing for 2026-05-31 -- 1 added, 3 dropped, turnover 0.8%</title><link>https://themulden.com/funds/bscu/</link><guid isPermaLink="true">https://themulden.com/funds/bscu/</guid><description>447 positions became 445: 1 added (0.12% of the fund), 3 dropped (0.58%). Turnover proxy 0.8%. Largest increases: Invesco Government &amp;amp; Agency Portfolio 0.01% to 0.25%; Centene Corp. 0.52% to 0.53%; Centene Corp. 0.49% to 0.5%; Oracle Corp. 0.78% to 0.78%; Costco Wholesale Corp. 0.42% to 0.43%; Expand Energy Corp. 0.32% to 0.33%. Largest decreases: Occidental Petroleum Corp. 0.41% to 0.25%; CommonSpirit Health 0.2% to 0.19%; Toyota Motor Credit Corp. 0.2% to 0.2%; American Honda Finance Corp. 0.14% to 0.14%; Nomura Holdings, Inc. 0.2% to 0.2%; Thermo Fisher Scientific Inc. 0.21% to 0.2%. New: Lincoln National Corp. (0.12%). Gone: Honeywell International Inc. (0.27%), FS KKR Capital Corp. (0.18%), Starbucks Corp. (0.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 Jul 2026 12:00:00 GMT</pubDate></item><item><title>BSCU: filing for 2026-02-28 -- 27 added, 1 dropped, turnover 7.5%</title><link>https://themulden.com/funds/bscu/</link><guid isPermaLink="true">https://themulden.com/funds/bscu/</guid><description>421 positions became 447: 27 added (7.5% of the fund), 1 dropped (0.22%). Turnover proxy 7.5%. Largest decreases: Boeing Co. (The) 1.33% to 1.23%; Oracle Corp. 0.85% to 0.78%; Pacific Gas and Electric Co. 0.88% to 0.82%; Amgen Inc. 0.82% to 0.76%; Citibank N.A. 0.74% to 0.68%; Philip Morris International Inc. 0.65% to 0.6%. New: Meta Platforms, Inc. (1.06%), Alphabet Inc. (0.66%), Amazon.com, Inc. (0.66%), Novartis Capital Corp. (0.46%), Global Payments Inc. (0.45%), Equinix Europe 2 Financing Corp. LLC (0.33%). Gone: Verisk Analytics, Inc. (0.22%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Apr 2026 12:00:00 GMT</pubDate></item><item><title>BSCU: filing for 2025-11-30 -- 31 added, 4 dropped, turnover 8.5%</title><link>https://themulden.com/funds/bscu/</link><guid isPermaLink="true">https://themulden.com/funds/bscu/</guid><description>394 positions became 421: 31 added (6.85% of the fund), 4 dropped (1.25%). Turnover proxy 8.5%. Largest increases: Toronto-Dominion Bank (The) 0.21% to 0.34%; Toyota Motor Credit Corp. 0.1% to 0.22%; Welltower OP LLC 0.18% to 0.29%; American Tower Corp. 0.15% to 0.25%; Mondelez International, Inc. 0.05% to 0.14%; Constellation Brands, Inc. 0.06% to 0.15%. Largest decreases: Smith &amp;amp; Nephew PLC 0.29% to 0.23%; ConocoPhillips Co. 0.45% to 0.39%; Alphabet Inc. 0.62% to 0.57%; Chevron Corp. 0.45% to 0.4%; CRH SMW Finance DAC 0.42% to 0.37%; Shell Finance US Inc. 0.42% to 0.37%. New: Oracle Corp. (0.85%), Ford Motor Credit Co. LLC (0.36%), Chevron U.S.A. Inc. (0.35%), General Electric Co. (0.29%), Cigna Group (The) (0.29%), Broadcom Inc. (0.29%). Gone: Invesco Government &amp;amp; Agency Portfolio (0.6%), Celanese US Holdings LLC (0.32%), Celanese US Holdings LLC (0.21%), Newmont Corp. (0.12%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 29 Jan 2026 12:00:00 GMT</pubDate></item><item><title>BSCU: filing for 2025-08-31 -- 59 added, 3 dropped, turnover 13.6%</title><link>https://themulden.com/funds/bscu/</link><guid isPermaLink="true">https://themulden.com/funds/bscu/</guid><description>338 positions became 394: 59 added (11.76% of the fund), 3 dropped (1.06%). Turnover proxy 13.6%. Largest increases: Invesco Government &amp;amp; Agency Portfolio 0.17% to 0.6%; McDonald&apos;s Corp. 0.02% to 0.18%; State Street Corp. 0.09% to 0.2%; LPL Holdings, Inc. 0.04% to 0.15%; Keysight Technologies, Inc. 0.13% to 0.23%; RELX Capital Inc. 0.13% to 0.23%. Largest decreases: Boeing Co. (The) 1.58% to 1.33%; Newmont Corp. 0.3% to 0.12%; Takeda Pharmaceutical Co. Ltd. 0.83% to 0.68%; Verizon Communications Inc. 0.36% to 0.22%; Amgen Inc. 1% to 0.86%; Centene Corp. 0.68% to 0.56%. New: Citibank N.A. (0.78%), Broadcom Inc. (0.52%), Honda Motor Co., Ltd. (0.36%), Kinder Morgan, Inc. (0.33%), General Motors Financial Co., Inc. (0.31%), State Street Corp. (0.31%). Gone: Booking Holdings Inc. (0.56%), Discovery Communications, LLC (0.33%), JBS USA Holding Lux Sarl/ JBS USA Food Co/ JBS Lux Co. S.a.r (0.17%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Oct 2025 12:00:00 GMT</pubDate></item><item><title>BSCU: filing for 2025-05-31 -- 45 added, 0 dropped, turnover 10.7%</title><link>https://themulden.com/funds/bscu/</link><guid isPermaLink="true">https://themulden.com/funds/bscu/</guid><description>293 positions became 338: 45 added (9.62% of the fund), 0 dropped (0%). Turnover proxy 10.7%. Largest increases: Eli Lilly and Co. 0.14% to 0.48%; Adobe Inc. 0% to 0.25%; PepsiCo, Inc. 0.11% to 0.35%; Invesco Government &amp;amp; Agency Portfolio 0% to 0.17%; Sixth Street Lending Partners 0.17% to 0.22%. Largest decreases: JBS USA Holding Lux Sarl/ JBS USA Food Co/ JBS Lux Co. S.a.r 0.52% to 0.17%; Schlumberger Investment S.A. 0.47% to 0.15%; Boeing Co. (The) 1.79% to 1.58%; Pacific Gas and Electric Co. 1.24% to 1.05%; Amgen Inc. 1.12% to 1%; Exxon Mobil Corp. 0.75% to 0.63%. New: Synopsys, Inc. (0.58%), Paychex, Inc. (0.53%), DTE Energy Co. (0.4%), Marathon Petroleum Corp. (0.39%), International Business Machines Corp. (0.38%), Banco Santander S.A. (0.37%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 29 Jul 2025 12:00:00 GMT</pubDate></item><item><title>BSCU: filing for 2025-02-28 -- 17 added, 2 dropped, turnover 5.6%</title><link>https://themulden.com/funds/bscu/</link><guid isPermaLink="true">https://themulden.com/funds/bscu/</guid><description>278 positions became 293: 17 added (5.2% of the fund), 2 dropped (0.44%). Turnover proxy 5.6%. Largest increases: Waste Management, Inc. 0.11% to 0.29%; Huntington Ingalls Industries, Inc. 0.1% to 0.21%; Elevance Health, Inc. 0.23% to 0.31%. Largest decreases: Invesco Government &amp;amp; Agency Portfolio 0.49% to 0%; Boeing Co. (The) 1.94% to 1.79%; Amgen Inc. 1.22% to 1.12%; Philip Morris International Inc. 0.97% to 0.89%; Pacific Gas and Electric Co. 1.31% to 1.24%; Centene Corp. 0.83% to 0.76%. New: ConocoPhillips Co. (0.56%), CRH SMW Finance DAC (0.52%), General Motors Financial Co., Inc. (0.5%), Microchip Technology Inc. (0.41%), Marsh &amp;amp; McLennan Cos., Inc. (0.41%), Sumitomo Mitsui Financial Group, Inc. (0.34%). Gone: V.F. Corp. (0.28%), PG&amp;amp;E Wildfire Recovery Funding LLC (0.16%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 25 Apr 2025 12:00:00 GMT</pubDate></item><item><title>BSCU: filing for 2024-11-30 -- 11 added, 2 dropped, turnover 4.5%</title><link>https://themulden.com/funds/bscu/</link><guid isPermaLink="true">https://themulden.com/funds/bscu/</guid><description>269 positions became 278: 11 added (3.73% of the fund), 2 dropped (0.65%). Turnover proxy 4.5%. Largest increases: Invesco Government &amp;amp; Agency Portfolio 0.05% to 0.49%; Consumers Energy Co. 0.09% to 0.31%; Marriott International, Inc. 0.11% to 0.22%. Largest decreases: Boeing Co. (The) 2.01% to 1.94%; Amgen Inc. 1.27% to 1.22%; Pacific Gas and Electric Co. 1.36% to 1.31%; Centene Corp. 0.87% to 0.83%; Newmont Corp. 0.38% to 0.34%; Philip Morris International Inc. 1.01% to 0.97%. New: Broadcom Inc. (0.64%), Shell Finance US Inc. (0.54%), Uber Technologies, Inc. (0.53%), Expand Energy Corp. (0.52%), Dell International LLC / EMC Corp. (0.3%), Laboratory Corp. of America Holdings (0.28%). Gone: Tapestry, Inc. (0.48%), Walgreens Boots Alliance, Inc. (0.18%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 Jan 2025 12:00:00 GMT</pubDate></item><item><title>BSCU: filing for 2024-08-31 -- 6 added, 1 dropped, turnover 2.3%</title><link>https://themulden.com/funds/bscu/</link><guid isPermaLink="true">https://themulden.com/funds/bscu/</guid><description>264 positions became 269: 6 added (2.11% of the fund), 1 dropped (0.22%). Turnover proxy 2.3%. Largest increases: Diamondback Energy, Inc. 0.28% to 0.39%; Invesco Government &amp;amp; Agency Portfolio 0.01% to 0.05%; V.F. Corp. 0.29% to 0.29%; Allstate Corp. (The) 0.22% to 0.22%; Public Service Enterprise Group Inc. 0.21% to 0.21%. Largest decreases: NextEra Energy Capital Holdings, Inc. 0.8% to 0.72%; Amgen Inc. 1.31% to 1.27%; Boeing Co. (The) 2.04% to 2.01%; Pacific Gas and Electric Co. 1.39% to 1.36%; Walgreens Boots Alliance, Inc. 0.21% to 0.18%; Philip Morris International Inc. 1.04% to 1.01%. New: UnitedHealth Group Inc. (0.57%), Regal Rexnord Corp. (0.52%), Honeywell International Inc. (0.45%), Fiserv, Inc. (0.37%), Marriott International, Inc. (0.11%), Consumers Energy Co. (0.09%). Gone: Teck Resources Ltd. (0.22%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Oct 2024 12:00:00 GMT</pubDate></item><item><title>BSCU: filing for 2024-05-31 -- 1 added, 0 dropped, turnover 0.9%</title><link>https://themulden.com/funds/bscu/</link><guid isPermaLink="true">https://themulden.com/funds/bscu/</guid><description>263 positions became 264: 1 added (0.28% of the fund), 0 dropped (0%). Turnover proxy 0.9%. Largest increases: Mitsubishi UFJ Financial Group, Inc. 0.44% to 0.47%; Air Products and Chemicals, Inc. 0.35% to 0.37%; Phillips 66 0.32% to 0.34%; Magna International Inc. 0.29% to 0.31%; E. I. du Pont de Nemours and Co. 0.18% to 0.2%; American Tower Corp. 0.29% to 0.31%. Largest decreases: Boeing Co. (The) 2.1% to 2.04%; Cigna Group (The) 0.61% to 0.57%; Invesco Government &amp;amp; Agency Portfolio 0.03% to 0.01%; Western Midstream Operating, L.P. 0.49% to 0.47%; Tapestry, Inc. 0.51% to 0.5%; Intel Corp. 0.6% to 0.59%. New: Diamondback Energy, Inc. (0.28%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 30 Jul 2024 12:00:00 GMT</pubDate></item><item><title>BSCU: filing for 2024-02-29 -- 3 added, 2 dropped, turnover 2%</title><link>https://themulden.com/funds/bscu/</link><guid isPermaLink="true">https://themulden.com/funds/bscu/</guid><description>262 positions became 263: 3 added (1.27% of the fund), 2 dropped (0.38%). Turnover proxy 2%. Largest increases: Enbridge Inc. 0.05% to 0.38%; Huntington National Bank (The) 0.4% to 0.43%; Prudential Financial, Inc. 0.19% to 0.21%; Yale University 0.19% to 0.21%; Acuity Brands Lighting, Inc. 0.18% to 0.19%; Ford Motor Credit Co. LLC 0.41% to 0.43%. Largest decreases: Invesco Government &amp;amp; Agency Portfolio 0.11% to 0.03%; Boeing Co. (The) 2.18% to 2.1%; Amgen Inc. 1.35% to 1.3%; Mitsubishi UFJ Financial Group, Inc. 0.48% to 0.44%; Alphabet Inc. 0.89% to 0.85%; Amazon.com, Inc. 0.8% to 0.78%. New: Toyota Motor Credit Corp. (0.55%), Tapestry, Inc. (0.51%), ONEOK, Inc. (0.22%). Gone: Magellan Midstream Partners, L.P. (0.21%), Microsoft Corp. (0.17%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Apr 2024 12:00:00 GMT</pubDate></item><item><title>BSCU: filing for 2023-11-30 -- 16 added, 1 dropped, turnover 6.5%</title><link>https://themulden.com/funds/bscu/</link><guid isPermaLink="true">https://themulden.com/funds/bscu/</guid><description>247 positions became 262: 16 added (6.4% of the fund), 1 dropped (0.2%). Turnover proxy 6.5%. Largest increases: Invesco Government &amp;amp; Agency Portfolio 0.02% to 0.11%; Sumitomo Mitsui Financial Group, Inc. 0.31% to 0.31%. Largest decreases: Boeing Co. (The) 2.29% to 2.18%; Amgen Inc. 1.45% to 1.35%; Philip Morris International Inc. 1.14% to 1.06%; Takeda Pharmaceutical Co. Ltd. 1.07% to 0.99%; Pacific Gas and Electric Co. 1.46% to 1.39%; Centene Corp. 0.96% to 0.9%. New: Ford Motor Credit Co. LLC (0.71%), Ford Motor Credit Co. LLC (0.58%), JBS USA LUX S.A. / JBS USA Food Co. / JBS USA Finance Inc. (0.58%), Energy Transfer L.P. (0.51%), B.A.T Capital Corp. (0.5%), Celanese US Holdings LLC (0.5%). Gone: Activision Blizzard, Inc. (0.2%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Jan 2024 12:00:00 GMT</pubDate></item><item><title>BSCU: filing for 2023-08-31 -- 11 added, 0 dropped, turnover 4.4%</title><link>https://themulden.com/funds/bscu/</link><guid isPermaLink="true">https://themulden.com/funds/bscu/</guid><description>236 positions became 247: 11 added (3.88% of the fund), 0 dropped (0%). Turnover proxy 4.4%. Largest increases: Philip Morris International Inc. 0.8% to 1.14%; Truist Bank 0.49% to 0.55%; Banco Santander S.A. 0.43% to 0.48%; Mitsubishi UFJ Financial Group, Inc. 0.51% to 0.53%; Sumitomo Mitsui Financial Group, Inc. 0.34% to 0.35%; Citizens Financial Group, Inc. 0.31% to 0.32%. Largest decreases: Boeing Co. (The) 2.41% to 2.29%; Sumitomo Mitsui Financial Group, Inc. 0.79% to 0.69%; Nomura Holdings, Inc. 0.49% to 0.41%; Pacific Gas and Electric Co. 1.53% to 1.46%; Mitsubishi UFJ Financial Group, Inc. 0.56% to 0.51%; Centene Corp. 0.93% to 0.88%. New: GE HealthCare Technologies Inc. (0.65%), Meta Platforms, Inc. (0.52%), John Deere Capital Corp. (0.52%), Merck &amp;amp; Co., Inc. (0.38%), Toyota Motor Credit Corp. (0.36%), American Honda Finance Corp. (0.36%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 30 Oct 2023 12:00:00 GMT</pubDate></item><item><title>BSCU: filing for 2023-05-31 -- 7 added, 3 dropped, turnover 5.8%</title><link>https://themulden.com/funds/bscu/</link><guid isPermaLink="true">https://themulden.com/funds/bscu/</guid><description>232 positions became 236: 7 added (5.1% of the fund), 3 dropped (0.79%). Turnover proxy 5.8%. Largest increases: Oracle Corp. 0.15% to 0.39%; Sumitomo Mitsui Financial Group, Inc. 0.58% to 0.79%; NextEra Energy Capital Holdings, Inc. 0.12% to 0.32%; Realty Income Corp. 0.3% to 0.32%; Textron Inc. 0.31% to 0.31%; Canadian Pacific Railway Co. 0.23% to 0.23%. Largest decreases: Truist Bank 0.64% to 0.49%; Sumitomo Mitsui Financial Group, Inc. 0.66% to 0.54%; Boeing Co. (The) 2.52% to 2.41%; Banco Santander S.A. 0.53% to 0.43%; Pacific Gas and Electric Co. 1.62% to 1.53%; Diageo Capital PLC 0.51% to 0.42%. New: Amgen Inc. (1.5%), Occidental Petroleum Corp. (0.82%), CVS Health Corp. (0.8%), Occidental Petroleum Corp. (0.62%), General Motors Financial Co., Inc. (0.54%), Prudential Funding (Asia) PLC (0.47%). Gone: Prudential Funding (Asia) PLC (0.51%), SVB Financial Group (0.24%), Invesco Government &amp;amp; Agency Portfolio (0.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Jul 2023 12:00:00 GMT</pubDate></item><item><title>BSCU: filing for 2023-02-28 -- 11 added, 0 dropped, turnover 5.6%</title><link>https://themulden.com/funds/bscu/</link><guid isPermaLink="true">https://themulden.com/funds/bscu/</guid><description>221 positions became 232: 11 added (5.43% of the fund), 0 dropped (0%). Turnover proxy 5.6%. Largest increases: Viatris Inc. 0.63% to 0.65%; Regency Centers, L.P. 0.29% to 0.31%; San Diego Gas &amp;amp; Electric Co. 0.35% to 0.37%; Brighthouse Financial, Inc. 0.33% to 0.35%; Southern California Gas Co. 0.3% to 0.32%; AEP Texas Inc. 0.26% to 0.28%. Largest decreases: Invesco Government &amp;amp; Agency Portfolio 0.32% to 0.04%; Boeing Co. (The) 2.69% to 2.52%; Amgen Inc. 0.72% to 0.61%; Targa Resources Partners L.P./ Targa Resources Partners Fina 0.6% to 0.52%; EOG Resources, Inc. 0.5% to 0.42%; Brookfield Finance Inc. 0.47% to 0.39%. New: Philip Morris International Inc. (0.85%), UnitedHealth Group Inc. (0.73%), Intel Corp. (0.71%), Bank of Nova Scotia (The) (0.7%), Sumitomo Mitsui Financial Group, Inc. (0.58%), Huntington National Bank (The) (0.5%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 01 May 2023 12:00:00 GMT</pubDate></item><item><title>BSCU: filing for 2022-11-30 -- 1 added, 1 dropped, turnover 3.1%</title><link>https://themulden.com/funds/bscu/</link><guid isPermaLink="true">https://themulden.com/funds/bscu/</guid><description>221 positions became 221: 1 added (0.27% of the fund), 1 dropped (0.33%). Turnover proxy 3.1%. Largest increases: Sumitomo Mitsui Financial Group, Inc. 0.52% to 0.7%; Invesco Government &amp;amp; Agency Portfolio 0.16% to 0.32%; ServiceNow, Inc. 0.53% to 0.69%; Procter &amp;amp; Gamble Co. (The) 0.46% to 0.61%; Viatris Inc. 0.52% to 0.63%; Sumitomo Mitsui Financial Group, Inc. 0.65% to 0.77%. Largest decreases: Alphabet Inc. 1.22% to 1.07%; Brookfield Finance Inc. 0.61% to 0.47%; Freeport-McMoRan Inc. 0.47% to 0.37%; AutoNation, Inc. 0.37% to 0.28%; Qualcomm Inc. 0.7% to 0.63%; Devon Energy Corp. 0.38% to 0.3%. New: FirstEnergy Corp. (0.27%). Gone: Citrix Systems, Inc. (0.33%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 30 Jan 2023 12:00:00 GMT</pubDate></item><item><title>BSCU: filing for 2022-08-31 -- 6 added, 0 dropped, turnover 4.4%</title><link>https://themulden.com/funds/bscu/</link><guid isPermaLink="true">https://themulden.com/funds/bscu/</guid><description>215 positions became 221: 6 added (2.62% of the fund), 0 dropped (0%). Turnover proxy 4.4%. Largest increases: Brookfield Finance Inc. 0.44% to 0.61%; Alphabet Inc. 1.11% to 1.22%; AutoNation, Inc. 0.29% to 0.37%; Qualcomm Inc. 0.63% to 0.7%; Boston Scientific Corp. 0.63% to 0.7%; Transcontinental Gas Pipe Line Co., LLC 0.38% to 0.45%. Largest decreases: Invesco Government &amp;amp; Agency Portfolio 0.51% to 0.16%; Sumitomo Mitsui Financial Group, Inc. 0.73% to 0.52%; Mitsubishi UFJ Financial Group, Inc. 0.72% to 0.51%; Viatris Inc. 0.71% to 0.52%; Mondelez International, Inc. 0.66% to 0.47%; ServiceNow, Inc. 0.71% to 0.53%. New: VICI Properties L.P. (0.57%), Targa Resources Partners L.P./ Targa Resources Partners Fina (0.56%), Freeport-McMoRan Inc. (0.47%), Devon Energy Corp. (0.38%), Freeport-McMoRan Inc. (0.32%), PG&amp;amp;E Wildfire Recovery Funding LLC (0.31%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 31 Oct 2022 12:00:00 GMT</pubDate></item><item><title>BSCU: filing for 2022-05-31 -- 1 added, 3 dropped, turnover 2.6%</title><link>https://themulden.com/funds/bscu/</link><guid isPermaLink="true">https://themulden.com/funds/bscu/</guid><description>217 positions became 215: 1 added (0.66% of the fund), 3 dropped (1.89%). Turnover proxy 2.6%. Largest increases: Invesco Government &amp;amp; Agency Portfolio 0.19% to 0.51%; Mitsubishi UFJ Financial Group, Inc. 0.48% to 0.72%; Berkshire Hathaway Energy Co. 0.49% to 0.63%; Leidos, Inc. 0.35% to 0.48%; Halliburton Co. 0.42% to 0.55%; EI du Pont de Nemours and Co. 0.19% to 0.32%. Largest decreases: Boeing Co. (The) 2.68% to 2.62%; DENTSPLY SIRONA, Inc. 0.42% to 0.39%; CI Financial Corp. 0.49% to 0.46%; Viatris, Inc. 0.73% to 0.71%; Pacific Gas and Electric Co. 1.72% to 1.7%; Motorola Solutions, Inc. 0.44% to 0.43%. New: Western Midstream Operating L.P. (0.66%). Gone: American International Group, Inc. (0.88%), GE Capital Funding LLC (0.54%), Perrigo Finance Unlimited Co. (0.46%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 25 Jul 2022 12:00:00 GMT</pubDate></item><item><title>BSCU: filing for 2022-02-28 -- 1 added, 2 dropped, turnover 7.9%</title><link>https://themulden.com/funds/bscu/</link><guid isPermaLink="true">https://themulden.com/funds/bscu/</guid><description>218 positions became 217: 1 added (0.41% of the fund), 2 dropped (0.91%). Turnover proxy 7.9%. Largest increases: Boeing Co. (The) 2.37% to 2.68%; Bristol-Myers Squibb Co. 0.42% to 0.62%; Alphabet, Inc. 0.92% to 1.1%; Pioneer Natural Resources Co. 0.38% to 0.55%; Booking Holdings, Inc. 0.78% to 0.91%; Johnson &amp;amp; Johnson 0.75% to 0.87%. Largest decreases: GE Capital Funding LLC 1.5% to 0.54%; Viatris, Inc. 0.94% to 0.73%; Discovery Communications LLC 0.73% to 0.54%; NVR, Inc. 0.67% to 0.48%; Truist Bank 0.78% to 0.6%; Cigna Corp. 0.96% to 0.77%. New: Sumitomo Mitsui Financial Group, Inc. (0.41%). Gone: General Electric Co. (0.65%), LYB International Finance III LLC (0.26%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 29 Apr 2022 12:00:00 GMT</pubDate></item><item><title>BSCU: filing for 2021-11-30 -- 5 added, 0 dropped, turnover 8.1%</title><link>https://themulden.com/funds/bscu/</link><guid isPermaLink="true">https://themulden.com/funds/bscu/</guid><description>213 positions became 218: 5 added (2.82% of the fund), 0 dropped (0%). Turnover proxy 8.1%. Largest increases: Takeda Pharmaceutical Co. Ltd. 0.75% to 1.23%; NVR, Inc. 0.49% to 0.67%; Verizon Communications, Inc. 0.29% to 0.44%; Invesco Government &amp;amp; Agency Portfolio 0.03% to 0.18%; EOG Resources, Inc. 0.4% to 0.54%; Pacific Gas and Electric Co. 1.64% to 1.78%. Largest decreases: Boeing Co. (The) 2.77% to 2.37%; GE Capital Funding LLC 1.77% to 1.5%; Exxon Mobil Corp. 1.33% to 1.08%; Alphabet, Inc. 1.12% to 0.92%; Truist Bank 0.97% to 0.78%; Booking Holdings, Inc. 0.96% to 0.78%. New: Viatris, Inc. (0.94%), Perrigo Finance Unlimited Co. (0.62%), Dell International LLC / EMC Corp. (0.44%), Royalty Pharma PLC (0.43%), Leidos, Inc. (0.39%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 31 Jan 2022 12:00:00 GMT</pubDate></item><item><title>BSCU: filing for 2021-08-31 -- 4 added, 0 dropped, turnover 7.6%</title><link>https://themulden.com/funds/bscu/</link><guid isPermaLink="true">https://themulden.com/funds/bscu/</guid><description>209 positions became 213: 4 added (4.24% of the fund), 0 dropped (0%). Turnover proxy 7.6%. Largest increases: Discovery Communications LLC 0.54% to 0.9%; Boston Scientific Corp. 0.63% to 0.96%; Amgen, Inc. 0.63% to 0.95%; Exxon Mobil Corp. 1.05% to 1.33%; Applied Materials, Inc. 0.26% to 0.42%; Autodesk, Inc. 0.18% to 0.28%. Largest decreases: Invesco Government &amp;amp; Agency Portfolio 0.42% to 0.03%; Boeing Co. (The) 3.05% to 2.77%; Pacific Gas and Electric Co. 1.86% to 1.64%; Amazon.com, Inc. 0.98% to 0.86%; Banco Santander S.A. 0.93% to 0.82%; Mitsubishi UFJ Financial Group, Inc. 0.89% to 0.79%. New: GE Capital Funding LLC (1.77%), Centene Corp. (1.14%), Truist Bank (0.97%), Verizon Co.mmunications, Inc. (0.36%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 29 Oct 2021 12:00:00 GMT</pubDate></item><item><title>BSCU: filing for 2021-05-31 -- 7 added, 1 dropped, turnover 11.8%</title><link>https://themulden.com/funds/bscu/</link><guid isPermaLink="true">https://themulden.com/funds/bscu/</guid><description>203 positions became 209: 7 added (3% of the fund), 1 dropped (1.01%). Turnover proxy 11.8%. Largest increases: AstraZeneca PLC 0.23% to 0.69%; Centene Corp. 0.67% to 1.1%; Johnson &amp;amp; Johnson 0.47% to 0.83%; ServiceNow, Inc. 0.52% to 0.81%; Alphabet, Inc. 0.8% to 1.07%; Lam Research Corp. 0.2% to 0.43%. Largest decreases: Zoetis, Inc. 0.73% to 0.38%; Alleghany Corp. 0.55% to 0.28%; Costco Wholesale Corp. 1.12% to 0.85%; Exxon Mobil Corp. 1.3% to 1.05%; Magellan Midstream Partners L.P. 0.53% to 0.28%; Amazon.com, Inc. 1.21% to 0.98%. New: Berkshire Hathaway Energy Co. (0.63%), Kraft Heinz Foods Co. (0.51%), Invesco Government &amp;amp; Agency Portfolio (0.42%), Unilever Capital Corp. (0.41%), American Tower Corp. (0.38%), Mohawk Industries, Inc. (0.33%). Gone: Perrigo Finance Unlimited Co. (1.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 30 Jul 2021 12:00:00 GMT</pubDate></item><item><title>BSCU: filing for 2021-02-28 -- 135 added, 2 dropped, turnover 53.6%</title><link>https://themulden.com/funds/bscu/</link><guid isPermaLink="true">https://themulden.com/funds/bscu/</guid><description>70 positions became 203: 135 added (53.65% of the fund), 2 dropped (2.44%). Turnover proxy 53.6%. Largest decreases: Marriott International, Inc. 1.91% to 0.74%; American International Group, Inc. 1.89% to 0.72%; General Motors Financial Co., Inc. 1.85% to 0.71%; Williams Cos, Inc. (The) 1.84% to 0.71%; Global Payments, Inc. 1.81% to 0.68%; Fiserv, Inc. 1.8% to 0.68%. New: Banco Santander S.A. (1.07%), Sumitomo Mitsui Financial Group, Inc. (1.03%), Mitsubishi UFJ Financial Group, Inc. (1.02%), Perrigo Finance Unlimited Co. (1.01%), Nomura Holdings, Inc. (1%), Diageo Capital PLC (0.99%). Gone: Centene Corp. (1.74%), Invesco Government &amp;amp; Agency Portfolio (0.71%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 29 Apr 2021 12:00:00 GMT</pubDate></item></channel></rss>