Each N-PORT filing of CGMM 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/cgmm/https://themulden.com/funds/cgmm/105 positions became 114: 18 added (13.84% of the fund), 9 dropped (4.78%). Turnover proxy 20%. Largest increases: Bloom Energy Corp 1.35% to 2.58%; Flex Ltd 0.87% to 1.65%; WEX Inc 1.14% to 1.78%; Copart Inc 0.53% to 0.87%; Ciena Corp 1.34% to 1.66%; Affirm Holdings Inc 0.55% to 0.86%. Largest decreases: US Foods Holding Corp 3.28% to 1.57%; Lumentum Holdings Inc 1.13% to 0.41%; Vail Resorts Inc 2.1% to 1.4%; Capital One Financial Corp 1.56% to 0.98%; Yum! Brands Inc 1.67% to 1.1%; Karman Holdings Inc 1.16% to 0.61%. New: NIKE Inc (1.78%), Hewlett Packard Enterprise Co (1.6%), DoorDash Inc (1.55%), Akamai Technologies Inc (1.31%), Cerebras Systems Inc (1.18%), TTM Technologies Inc (0.81%). Gone: Acushnet Holdings Corp (0.91%), Charter Communications Inc (0.73%), Cava Group Inc (0.62%), Halozyme Therapeutics Inc (0.58%), Wingstop Inc (0.55%), Centessa Pharmaceuticals PLC (0.48%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 21 Jul 2026 12:00:00 GMThttps://themulden.com/funds/cgmm/https://themulden.com/funds/cgmm/91 positions became 105: 33 added (21.35% of the fund), 19 dropped (14.22%). Turnover proxy 29.2%. Largest increases: Exelon Corp 1.16% to 2.12%; LKQ Corp 1.25% to 2.05%; Capital Group Central Cash Fund 1.27% to 1.93%; US Foods Holding Corp 2.71% to 3.28%; Align Technology Inc 0.91% to 1.42%; Ciena Corp 0.87% to 1.34%. Largest decreases: Capital One Financial Corp 3.16% to 1.56%; Hilton Worldwide Holdings Inc 2.11% to 1.02%; Fifth Third Bancorp 2.13% to 1.27%; United Rentals Inc 1.69% to 0.93%; Victory Capital Holdings Inc 2% to 1.27%; Brown & Brown Inc 2.64% to 1.92%. New: SLB Ltd (1.03%), Acushnet Holdings Corp (0.91%), New York Times Co/The (0.89%), Expand Energy Corp (0.89%), Westlake Corp (0.87%), FTAI Aviation Ltd (0.87%). Gone: Exact Sciences Corp (1.34%), Radian Group Inc (1%), Advanced Drainage Systems Inc (0.99%), SiteOne Landscape Supply Inc (0.96%), Bright Horizons Family Solutions Inc (0.94%), International Paper Co (0.92%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Apr 2026 12:00:00 GMThttps://themulden.com/funds/cgmm/https://themulden.com/funds/cgmm/91 positions became 91: 6 added (4.26% of the fund), 6 dropped (4.65%). Turnover proxy 11.6%. Largest increases: LKQ Corp 0.36% to 1.25%; Align Technology Inc 0.21% to 0.91%; Exact Sciences Corp 0.66% to 1.34%; Ionis Pharmaceuticals Inc 0.86% to 1.44%; Bloom Energy Corp 0.51% to 1.09%; Comfort Systems USA Inc 1.29% to 1.59%. Largest decreases: United Rentals Inc 2.35% to 1.69%; Capital Group Central Cash Fund 1.89% to 1.27%; ROBLOX Corp 1.93% to 1.46%; Brown & Brown Inc 3.06% to 2.64%; TPG Inc 1.6% to 1.18%; Vail Resorts Inc 1.96% to 1.67%. New: Exelon Corp (1.16%), Ciena Corp (0.87%), Fair Isaac Corp (0.68%), NRG Energy Inc (0.57%), Perpetua Resources Corp (0.5%), Newamsterdam Pharma Co NV (0.48%). Gone: Insight Enterprises Inc (1.11%), Aspen Insurance Holdings Ltd (0.94%), NNN REIT Inc (0.71%), Pure Storage Inc (0.7%), Williams-Sonoma Inc (0.7%), EPAM Systems Inc (0.5%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 20 Jan 2026 12:00:00 GMThttps://themulden.com/funds/cgmm/https://themulden.com/funds/cgmm/84 positions became 91: 18 added (14.75% of the fund), 11 dropped (9.32%). Turnover proxy 20.7%. Largest increases: Fifth Third Bancorp 1.49% to 2.26%; Capital Group Central Cash Fund 1.2% to 1.89%; United Rentals Inc 1.83% to 2.35%; Vail Resorts Inc 1.46% to 1.96%; Lumentum Holdings Inc 0.59% to 0.99%; Diamondback Energy Inc 0.76% to 1.09%. Largest decreases: LKQ Corp 1.87% to 0.36%; elf Beauty Inc 1.93% to 0.74%; Dollar General Corp 1.76% to 0.64%; Citizens Financial Group Inc 1.61% to 0.8%; Align Technology Inc 0.84% to 0.21%; ATI Inc 1.16% to 0.69%. New: KeyCorp (1.64%), Simon Property Group Inc (1.27%), WEX Inc (1.13%), Core & Main Inc (1.06%), Advanced Drainage Systems Inc (0.95%), Texas Roadhouse Inc (0.81%). Gone: Arthur J Gallagher & Co (1.25%), Lululemon Athletica Inc (1.21%), FTI Consulting Inc (1.06%), Alnylam Pharmaceuticals Inc (0.94%), Medpace Holdings Inc (0.82%), Klaviyo Inc (0.8%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Oct 2025 12:00:00 GMThttps://themulden.com/funds/cgmm/https://themulden.com/funds/cgmm/85 positions became 84: 6 added (6.92% of the fund), 7 dropped (6.85%). Turnover proxy 13.8%. Largest increases: elf Beauty Inc 0.73% to 1.93%; ROBLOX Corp 1.24% to 2.24%; Dollar General Corp 1.33% to 1.76%; Fabrinet 0.54% to 0.95%; United Rentals Inc 1.48% to 1.83%; Comfort Systems USA Inc 0.8% to 1.14%. Largest decreases: Capital Group Central Cash Fund 2.32% to 1.2%; Cheniere Energy Inc 1.32% to 0.7%; FTI Consulting Inc 1.48% to 1.06%; Ingram Micro Holding Corp 1.98% to 1.68%; Aptiv PLC 1.54% to 1.26%; Lululemon Athletica Inc 1.47% to 1.21%. New: Capital One Financial Corp (3.12%), Wingstop Inc (1.07%), Klaviyo Inc (0.8%), Aspen Insurance Holdings Ltd (0.79%), Lumentum Holdings Inc (0.59%), Hims & Hers Health Inc (0.55%). Gone: Discover Financial Services (3.12%), Extra Space Storage Inc (1.27%), Albemarle Corp (0.69%), Alight Inc (0.67%), Pure Storage Inc (0.57%), Kimberly-Clark Corp (0.54%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 16 Jul 2025 12:00:00 GMT