<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>CSM filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of CSM 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>CSM: filing for 2026-05-31 -- 39 added, 33 dropped, turnover 17.9%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>295 positions became 301: 39 added (6.22% of the fund), 33 dropped (5.83%). Turnover proxy 17.9%. Largest increases: N/A 2.81% to 4.91%; Micron Technology, Inc. 0.82% to 1.44%; Advanced Micro Devices, Inc. 0.47% to 1.07%; Goldman Sachs Group, Inc. (The) 0.05% to 0.54%; Morgan Stanley 0.04% to 0.51%; NVIDIA Corp. 4.79% to 5.16%. Largest decreases: Repurchase Agreement 2.18% to 1.65%; ProShares GENIUS Money Market ETF 5.04% to 4.68%; Archer-Daniels-Midland Co. 0.32% to 0.05%; S&amp;amp;P Global, Inc. 0.33% to 0.07%; Atmos Energy Corp. 0.32% to 0.09%; CBRE Group, Inc. 0.28% to 0.08%. New: PNC Financial Services Group, Inc. (The) (0.34%), Teradyne, Inc. (0.34%), Simon Property Group, Inc. (0.34%), Northern Trust Corp. (0.3%), Carnival Corp. Ltd. (0.3%), NVR, Inc. (0.29%). Gone: Pfizer, Inc. (0.42%), Digital Realty Trust, Inc. (0.34%), Live Nation Entertainment, Inc. (0.33%), Coterra Energy, Inc. (0.31%), Carnival Corp. (0.3%), SBA Communications Corp. (0.3%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Jul 2026 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2026-02-28 -- 33 added, 33 dropped, turnover 19.2%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>295 positions became 295: 33 added (11.39% of the fund), 33 dropped (5.83%). Turnover proxy 19.2%. Largest increases: N/A 2.3% to 2.81%; Micron Technology, Inc. 0.48% to 0.82%; Cisco Systems, Inc. 0.08% to 0.36%; Gilead Sciences, Inc. 0.13% to 0.4%; Xylem, Inc. 0.03% to 0.29%; Albemarle Corp. 0.06% to 0.3%. Largest decreases: Repurchase Agreement 7.39% to 2.18%; Microsoft Corp. 4.08% to 3.23%; Goldman Sachs Group, Inc. (The) 0.47% to 0.05%; Meta Platforms, Inc. 1.79% to 1.39%; GE Vernova, Inc. 0.4% to 0.07%; Apple, Inc. 4.64% to 4.31%. New: ProShares GENIUS Money Market ETF (5.04%), Boeing Co. (The) (0.47%), Altria Group, Inc. (0.43%), PepsiCo, Inc. (0.38%), Moody&apos;s Corp. (0.35%), Ameren Corp. (0.33%). Gone: Bank of New York Mellon Corp. (The) (0.37%), Equinix, Inc. (0.33%), NVR, Inc. (0.31%), Becton Dickinson &amp;amp; Co. (0.3%), Regions Financial Corp. (0.3%), AutoZone, Inc. (0.29%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 24 Apr 2026 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2025-11-30 -- 41 added, 31 dropped, turnover 16.9%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>285 positions became 295: 41 added (7.34% of the fund), 31 dropped (6.6%). Turnover proxy 16.9%. Largest increases: Repurchase Agreement 5.2% to 7.39%; Alphabet, Inc. 1.29% to 1.91%; Apple, Inc. 4.13% to 4.64%; Alphabet, Inc. 0.98% to 1.47%; Broadcom, Inc. 1.56% to 1.94%; Intuit, Inc. 0.1% to 0.46%. Largest decreases: N/A 3.12% to 2.3%; Netflix, Inc. 0.95% to 0.38%; Bank of America Corp. 0.71% to 0.16%; Microsoft Corp. 4.56% to 4.08%; UnitedHealth Group, Inc. 0.5% to 0.18%; NVIDIA Corp. 5.17% to 4.88%. New: Union Pacific Corp. (0.43%), GE Vernova, Inc. (0.4%), Northrop Grumman Corp. (0.37%), Apollo Global Management, Inc. (0.35%), 3M Co. (0.33%), Archer-Daniels-Midland Co. (0.32%). Gone: Parker-Hannifin Corp. (0.41%), Fair Isaac Corp. (0.36%), Intuitive Surgical, Inc. (0.35%), Seagate Technology Holdings plc (0.35%), Southern Co. (The) (0.33%), State Street Corp. (0.32%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Jan 2026 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2025-08-31 -- 37 added, 48 dropped, turnover 16.5%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>296 positions became 285: 37 added (7.79% of the fund), 48 dropped (8.04%). Turnover proxy 16.5%. Largest increases: N/A 2.03% to 3.12%; NVIDIA Corp. 4.4% to 5.17%; Netflix, Inc. 0.45% to 0.95%; Advanced Micro Devices, Inc. 0.12% to 0.59%; ServiceNow, Inc. 0.04% to 0.48%; Boston Scientific Corp. 0.04% to 0.47%. Largest decreases: Intuit, Inc. 0.55% to 0.1%; Repurchase Agreement 5.56% to 5.2%; Meta Platforms, Inc. 2.1% to 1.79%; Illinois Tool Works, Inc. 0.35% to 0.07%; Xcel Energy, Inc. 0.31% to 0.05%; Lennox International, Inc. 0.29% to 0.08%. New: Booking Holdings, Inc. (0.51%), Equinix, Inc. (0.37%), Truist Financial Corp. (0.37%), Fair Isaac Corp. (0.36%), WW Grainger, Inc. (0.35%), VICI Properties, Inc. (0.32%). Gone: S&amp;amp;P Global, Inc. (0.51%), PepsiCo, Inc. (0.48%), ConocoPhillips (0.4%), United Rentals, Inc. (0.33%), Raymond James Financial, Inc. (0.32%), Mettler-Toledo International, Inc. (0.32%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 Oct 2025 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2025-05-31 -- 33 added, 46 dropped, turnover 16.2%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>309 positions became 296: 33 added (6.37% of the fund), 46 dropped (9.78%). Turnover proxy 16.2%. Largest increases: Microsoft Corp. 3.9% to 4.6%; Bank of America Corp. 0.15% to 0.71%; N/A 1.52% to 2.03%; Repurchase Agreement 5.15% to 5.56%; Intuitive Surgical, Inc. 0.09% to 0.46%; NVIDIA Corp. 4.07% to 4.4%. Largest decreases: Apple, Inc. 4.87% to 4.04%; ServiceNow, Inc. 0.38% to 0.04%; Schlumberger NV 0.27% to 0.03%; Danaher Corp. 0.32% to 0.12%; Lennar Corp. 0.26% to 0.06%; Fortive Corp. 0.33% to 0.13%. New: Goldman Sachs Group, Inc. (The) (0.56%), EQT Corp. (0.33%), Expand Energy Corp. (0.33%), Gartner, Inc. (0.32%), Packaging Corp. of America (0.32%), Expeditors International of Washington, Inc. (0.31%). Gone: Booking Holdings, Inc. (0.53%), TJX Cos., Inc. (The) (0.49%), CME Group, Inc. (0.43%), Northrop Grumman Corp. (0.37%), Fair Isaac Corp. (0.37%), VICI Properties, Inc. (0.36%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Jul 2025 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2025-02-28 -- 39 added, 34 dropped, turnover 13.8%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>304 positions became 309: 39 added (8.21% of the fund), 34 dropped (6.47%). Turnover proxy 13.8%. Largest increases: Repurchase Agreement 4.7% to 5.15%; Progressive Corp. (The) 0.23% to 0.55%; Danaher Corp. 0.03% to 0.32%; PTC, Inc. 0.04% to 0.31%; ServiceNow, Inc. 0.13% to 0.38%; Meta Platforms, Inc. 1.57% to 1.79%. Largest decreases: Thermo Fisher Scientific, Inc. 0.53% to 0.04%; Eli Lilly &amp;amp; Co. 1.2% to 0.72%; NVIDIA Corp. 4.5% to 4.07%; Microsoft Corp. 4.19% to 3.9%; Best Buy Co., Inc. 0.26% to 0.06%; Invitation Homes, Inc. 0.27% to 0.08%. New: Booking Holdings, Inc. (0.53%), ConocoPhillips (0.47%), Illinois Tool Works, Inc. (0.4%), Cintas Corp. (0.39%), Fair Isaac Corp. (0.37%), Ameriprise Financial, Inc. (0.37%). Gone: Vertex Pharmaceuticals, Inc. (0.44%), Welltower, Inc. (0.41%), Cigna Group (The) (0.39%), Moody&apos;s Corp. (0.38%), Duke Energy Corp. (0.35%), Arista Networks, Inc. (0.3%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 24 Apr 2025 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2024-11-30 -- 32 added, 37 dropped, turnover 18.3%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>309 positions became 304: 32 added (7.33% of the fund), 37 dropped (7.38%). Turnover proxy 18.3%. Largest increases: Repurchase Agreement 0.63% to 4.7%; Vertex Pharmaceuticals, Inc. 0.05% to 0.44%; QUALCOMM, Inc. 0.15% to 0.47%; Fortive Corp. 0.07% to 0.34%; Alexandria Real Estate Equities, Inc. 0.04% to 0.3%; Amazon.com, Inc. 2.31% to 2.57%. Largest decreases: N/A 4.22% to 1.7%; Visa, Inc. 0.96% to 0.44%; Microsoft Corp. 4.49% to 4.19%; Bank of New York Mellon Corp. (The) 0.33% to 0.06%; Baker Hughes Co. 0.33% to 0.08%; Garmin Ltd. 0.35% to 0.11%. New: S&amp;amp;P Global, Inc. (0.55%), McKesson Corp. (0.43%), Moody&apos;s Corp. (0.38%), Regeneron Pharmaceuticals, Inc. (0.38%), GoDaddy, Inc. (0.36%), Duke Energy Corp. (0.35%). Gone: Booking Holdings, Inc. (0.48%), Gilead Sciences, Inc. (0.41%), Public Storage (0.38%), Emerson Electric Co. (0.36%), Blackstone, Inc. (0.35%), TE Connectivity Ltd. (0.35%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Jan 2025 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2024-08-31 -- 22 added, 19 dropped, turnover 10.6%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>306 positions became 309: 22 added (3.74% of the fund), 19 dropped (3.94%). Turnover proxy 10.6%. Largest increases: N/A 2.68% to 4.22%; Becton Dickinson &amp;amp; Co. 0.04% to 0.39%; Eli Lilly &amp;amp; Co. 0.8% to 1.15%; Thermo Fisher Scientific, Inc. 0.31% to 0.65%; Apple, Inc. 4.39% to 4.7%; Intuit, Inc. 0.25% to 0.55%. Largest decreases: Microsoft Corp. 4.91% to 4.49%; Cisco Systems, Inc. 0.49% to 0.23%; West Pharmaceutical Services, Inc. 0.26% to 0.04%; Las Vegas Sands Corp. 0.31% to 0.09%; Alphabet, Inc. 1.43% to 1.21%; ONEOK, Inc. 0.38% to 0.16%. New: Booking Holdings, Inc. (0.48%), Northrop Grumman Corp. (0.4%), Mettler-Toledo International, Inc. (0.33%), Ventas, Inc. (0.33%), Raymond James Financial, Inc. (0.32%), MetLife, Inc. (0.24%). Gone: Boeing Co. (The) (0.46%), McKesson Corp. (0.43%), Starbucks Corp. (0.37%), State Street Corp. (0.32%), Cincinnati Financial Corp. (0.31%), Ulta Beauty, Inc. (0.31%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 25 Oct 2024 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2024-05-31 -- 33 added, 27 dropped, turnover 14.8%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>300 positions became 306: 33 added (6.75% of the fund), 27 dropped (5.51%). Turnover proxy 14.8%. Largest increases: NVIDIA Corp. 3.51% to 4.53%; Alphabet, Inc. 1.1% to 1.43%; Merck &amp;amp; Co., Inc. 0.31% to 0.62%; TE Connectivity Ltd. 0.09% to 0.38%; Emerson Electric Co. 0.11% to 0.39%; Teledyne Technologies, Inc. 0.04% to 0.32%. Largest decreases: N/A 5.67% to 2.68%; Repurchase Agreement 1.41% to 0.82%; Berkshire Hathaway, Inc. 1.53% to 0.97%; NIKE, Inc. 0.39% to 0.04%; Digital Realty Trust, Inc. 0.27% to 0.07%; Packaging Corp. of America 0.23% to 0.04%. New: Micron Technology, Inc. (0.54%), Uber Technologies, Inc. (0.46%), Boeing Co. (The) (0.46%), Equinix, Inc. (0.45%), Blackstone, Inc. (0.44%), Netflix, Inc. (0.36%). Gone: Hilton Worldwide Holdings, Inc. (0.38%), Public Service Enterprise Group, Inc. (0.35%), Mettler-Toledo International, Inc. (0.33%), Elevance Health, Inc. (0.32%), 3M Co. (0.32%), Keysight Technologies, Inc. (0.32%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Jul 2024 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2024-02-29 -- 22 added, 27 dropped, turnover 13.5%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>305 positions became 300: 22 added (3.92% of the fund), 27 dropped (5.58%). Turnover proxy 13.5%. Largest increases: N/A 2.54% to 5.67%; NVIDIA Corp. 2.02% to 3.51%; Meta Platforms, Inc. 1.1% to 1.63%; Broadcom, Inc. 0.83% to 1.22%; Synopsys, Inc. 0.15% to 0.43%; Diamondback Energy, Inc. 0.11% to 0.38%. Largest decreases: Apple, Inc. 5.03% to 4.17%; Intuitive Surgical, Inc. 0.52% to 0.09%; Microsoft Corp. 5.07% to 4.78%; Oracle Corp. 0.3% to 0.03%; Tesla, Inc. 0.97% to 0.71%; Vertex Pharmaceuticals, Inc. 0.27% to 0.05%. New: Starbucks Corp. (0.43%), FedEx Corp. (0.36%), Royal Caribbean Cruises Ltd. (0.34%), Cboe Global Markets, Inc. (0.32%), Northern Trust Corp. (0.32%), F5, Inc. (0.3%). Gone: Goldman Sachs Group, Inc. (The) (0.51%), Netflix, Inc. (0.39%), NXP Semiconductors NV (0.38%), Boeing Co. (The) (0.35%), Phillips 66 (0.34%), Ceridian HCM Holding, Inc. (0.28%). 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>CSM: filing for 2023-11-30 -- 18 added, 22 dropped, turnover 11.2%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>309 positions became 305: 18 added (3.95% of the fund), 22 dropped (3.72%). Turnover proxy 11.2%. Largest increases: Berkshire Hathaway, Inc. 0.98% to 1.55%; Microsoft Corp. 4.57% to 5.07%; Bristol-Myers Squibb Co. 0.06% to 0.46%; Prologis, Inc. 0.08% to 0.4%; Goldman Sachs Group, Inc. (The) 0.21% to 0.51%; Target Corp. 0.19% to 0.46%. Largest decreases: N/A 3.39% to 2.54%; Abbott Laboratories 0.56% to 0.24%; Exxon Mobil Corp. 0.85% to 0.56%; Intuit, Inc. 0.52% to 0.27%; Danaher Corp. 0.39% to 0.16%; Repurchase Agreement 1.82% to 1.62%. New: Airbnb, Inc. (0.41%), Targa Resources Corp. (0.35%), Invitation Homes, Inc. (0.33%), West Pharmaceutical Services, Inc. (0.33%), Cincinnati Financial Corp. (0.32%), Bunge Global SA (0.32%). Gone: Chipotle Mexican Grill, Inc. (0.41%), Northrop Grumman Corp. (0.37%), Ventas, Inc. (0.32%), Lincoln National Corp. (0.29%), Dover Corp. (0.27%), Citigroup, Inc. (0.25%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 25 Jan 2024 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2023-08-31 -- 28 added, 37 dropped, turnover 14.6%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>318 positions became 309: 28 added (6.2% of the fund), 37 dropped (6.65%). Turnover proxy 14.6%. Largest increases: N/A 2.64% to 3.39%; NVIDIA Corp. 1.59% to 2.15%; Repurchase Agreement 1.27% to 1.82%; General Electric Co. 0.05% to 0.39%; Tesla, Inc. 0.82% to 1.11%; Oracle Corp. 0.05% to 0.33%. Largest decreases: UnitedHealth Group, Inc. 1.11% to 0.59%; Pfizer, Inc. 0.69% to 0.27%; Microsoft Corp. 4.84% to 4.57%; Exxon Mobil Corp. 1.08% to 0.85%; Marriott International, Inc. 0.38% to 0.17%; Monolithic Power Systems, Inc. 0.34% to 0.12%. New: Intuitive Surgical, Inc. (0.51%), Chipotle Mexican Grill, Inc. (0.41%), Monster Beverage Corp. (0.38%), Palo Alto Networks, Inc. (0.36%), Public Service Enterprise Group, Inc. (0.35%), ONEOK, Inc. (0.35%). Gone: ConocoPhillips (0.48%), Marathon Petroleum Corp. (0.38%), DuPont de Nemours, Inc. (0.38%), Cintas Corp. (0.37%), West Pharmaceutical Services, Inc. (0.33%), Old Dominion Freight Line, Inc. (0.32%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Oct 2023 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2023-05-31 -- 33 added, 23 dropped, turnover 15.6%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>308 positions became 318: 33 added (6.82% of the fund), 23 dropped (5.9%). Turnover proxy 15.6%. Largest increases: Microsoft Corp. 3.78% to 4.84%; Apple, Inc. 4.59% to 5.3%; NVIDIA Corp. 0.94% to 1.59%; Broadcom, Inc. 0.24% to 0.82%; Meta Platforms, Inc. 0.61% to 0.93%; Xcel Energy, Inc. 0.04% to 0.35%. Largest decreases: N/A 3.5% to 2.64%; Merck &amp;amp; Co., Inc. 0.84% to 0.33%; Prologis, Inc. 0.45% to 0.09%; Bank of America Corp. 0.45% to 0.14%; Advanced Micro Devices, Inc. 0.34% to 0.04%; First Solar, Inc. 0.35% to 0.06%. New: Repurchase Agreement (1.27%), NXP Semiconductors NV (0.41%), DuPont de Nemours, Inc. (0.38%), Ingersoll Rand, Inc. (0.34%), Arch Capital Group Ltd. (0.32%), Lennar Corp. (0.29%). Gone: Repurchase Agreement (1.27%), Emerson Electric Co. (0.4%), EQT Corp. (0.36%), Coterra Energy, Inc. (0.36%), American Water Works Co., Inc. (0.34%), Tyler Technologies, Inc. (0.33%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Jul 2023 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2023-02-28 -- 28 added, 38 dropped, turnover 13.7%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>318 positions became 308: 28 added (6.73% of the fund), 38 dropped (8.3%). Turnover proxy 13.7%. Largest increases: Elevance Health, Inc. 0.07% to 0.52%; NVIDIA Corp. 0.61% to 0.94%; Humana, Inc. 0.08% to 0.41%; Albemarle Corp. 0.04% to 0.36%; UnitedHealth Group, Inc. 0.82% to 1.14%; Marathon Petroleum Corp. 0.14% to 0.44%. Largest decreases: Verizon Communications, Inc. 0.42% to 0.09%; News Corp. 0.32% to 0.03%; Philip Morris International, Inc. 0.46% to 0.18%; Amazon.com, Inc. 2.17% to 1.97%; Hologic, Inc. 0.33% to 0.12%; Tesla, Inc. 1.2% to 1%. New: Repurchase Agreement (1.27%), Boeing Co. (The) (0.53%), Northrop Grumman Corp. (0.45%), Trane Technologies plc (0.4%), M&amp;amp;T Bank Corp. (0.36%), First Solar, Inc. (0.35%). Gone: Repurchase Agreement (0.63%), Southern Co. (The) (0.44%), Chipotle Mexican Grill, Inc. (0.41%), Booking Holdings, Inc. (0.41%), Micron Technology, Inc. (0.39%), Church &amp;amp; Dwight Co., Inc. (0.35%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 24 Apr 2023 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2022-11-30 -- 31 added, 26 dropped, turnover 14.4%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>313 positions became 318: 31 added (6.66% of the fund), 26 dropped (9.02%). Turnover proxy 14.4%. Largest increases: Monolithic Power Systems, Inc. 0.07% to 0.34%; Best Buy Co., Inc. 0.11% to 0.38%; Southern Co. (The) 0.17% to 0.44%; SVB Financial Group 0.08% to 0.33%; Essex Property Trust, Inc. 0.07% to 0.32%; CME Group, Inc. 0.15% to 0.39%. Largest decreases: N/A 3.99% to 3.39%; General Electric Co. 0.46% to 0.03%; Ulta Beauty, Inc. 0.38% to 0.04%; Allstate Corp. (The) 0.32% to 0.04%; Pioneer Natural Resources Co. 0.39% to 0.11%; Apple, Inc. 4.81% to 4.54%. New: Repurchase Agreement (0.63%), Chipotle Mexican Grill, Inc. (0.41%), Consolidated Edison, Inc. (0.37%), Atmos Energy Corp. (0.35%), State Street Corp. (0.35%), Ceridian HCM Holding, Inc. (0.35%). Gone: Repurchase Agreement (3.88%), Regeneron Pharmaceuticals, Inc. (0.4%), Intel Corp. (0.35%), Gartner, Inc. (0.33%), Duke Realty Corp. (0.33%), Royal Caribbean Cruises Ltd. (0.31%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 25 Jan 2023 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2022-08-31 -- 19 added, 20 dropped, turnover 11.2%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>314 positions became 313: 19 added (4.06% of the fund), 20 dropped (3.46%). Turnover proxy 11.2%. Largest increases: N/A 2.55% to 3.99%; Visa, Inc. 0.42% to 0.89%; Fortinet, Inc. 0.04% to 0.34%; General Electric Co. 0.17% to 0.46%; Apple, Inc. 4.57% to 4.81%; Ulta Beauty, Inc. 0.14% to 0.38%. Largest decreases: Repurchase Agreement 5.27% to 3.88%; Morgan Stanley 0.45% to 0.12%; 3M Co. 0.45% to 0.16%; NIKE, Inc. 0.35% to 0.08%; NVIDIA Corp. 0.78% to 0.52%; Digital Realty Trust, Inc. 0.35% to 0.1%. New: Microchip Technology, Inc. (0.35%), Lincoln National Corp. (0.3%), Regency Centers Corp. (0.3%), Boston Properties, Inc. (0.3%), Carnival Corp. (0.29%), JM Smucker Co. (The) (0.28%). Gone: Corteva, Inc. (0.4%), SBA Communications Corp. (0.34%), Cerner Corp. (0.33%), Kimco Realty Corp. (0.31%), Freeport-McMoRan, Inc. (0.28%), Southwest Airlines Co. (0.26%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 21 Oct 2022 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2022-05-31 -- 28 added, 24 dropped, turnover 13.1%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>310 positions became 314: 28 added (6.2% of the fund), 24 dropped (4.69%). Turnover proxy 13.1%. Largest increases: Repurchase Agreement 3.79% to 5.27%; N/A 1.81% to 2.55%; Alliant Energy Corp. 0.05% to 0.33%; PVH Corp. 0.04% to 0.31%; Corning, Inc. 0.07% to 0.33%; Exxon Mobil Corp. 0.83% to 1.07%. Largest decreases: Amazon.com, Inc. 2.37% to 1.95%; EOG Resources, Inc. 0.44% to 0.06%; Southern Co. (The) 0.39% to 0.16%; Netflix, Inc. 0.47% to 0.25%; Apple, Inc. 4.77% to 4.57%; Caesars Entertainment, Inc. 0.24% to 0.03%. New: Prologis, Inc. (0.47%), Public Storage (0.39%), American International Group, Inc. (0.37%), Cintas Corp. (0.36%), Prudential Financial, Inc. (0.35%), Fifth Third Bancorp (0.34%). Gone: General Dynamics Corp. (0.44%), Mosaic Co. (The) (0.37%), Bio-Rad Laboratories, Inc. (0.32%), Arthur J Gallagher &amp;amp; Co. (0.32%), Monster Beverage Corp. (0.29%), Nielsen Holdings plc (0.29%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 27 Jul 2022 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2022-02-28 -- 22 added, 18 dropped, turnover 12.6%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>306 positions became 310: 22 added (2.67% of the fund), 18 dropped (3.13%). Turnover proxy 12.6%. Largest increases: Merck &amp;amp; Co., Inc. 0.1% to 0.51%; N/A 1.45% to 1.81%; Verizon Communications, Inc. 0.28% to 0.6%; Kraft Heinz Co. (The) 0.05% to 0.31%; Pfizer, Inc. 0.55% to 0.8%; Robert Half International, Inc. 0.07% to 0.32%. Largest decreases: Repurchase Agreement 6.02% to 3.79%; Meta Platforms, Inc. 1.33% to 0.85%; NVIDIA Corp. 1.23% to 0.86%; Walmart, Inc. 0.46% to 0.1%; Adobe, Inc. 0.9% to 0.54%; Microsoft Corp. 4.34% to 4.06%. New: Raymond James Financial, Inc. (0.33%), American Water Works Co., Inc. (0.31%), United Airlines Holdings, Inc. (0.3%), Dow, Inc. (0.16%), EPAM Systems, Inc. (0.15%), International Flavors &amp;amp; Fragrances, Inc. (0.15%). Gone: Goldman Sachs Group, Inc. (The) (0.41%), Deere &amp;amp; Co. (0.34%), Boeing Co. (The) (0.33%), Western Union Co. (The) (0.26%), Conagra Brands, Inc. (0.25%), Hanesbrands, Inc. (0.23%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Apr 2022 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2021-11-30 -- 21 added, 22 dropped, turnover 16.5%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>307 positions became 306: 21 added (3.41% of the fund), 22 dropped (4.03%). Turnover proxy 16.5%. Largest increases: Repurchase Agreement 3.2% to 6.02%; Tesla, Inc. 0.77% to 1.32%; NVIDIA Corp. 0.71% to 1.23%; Morgan Stanley 0.03% to 0.54%; Microsoft Corp. 3.83% to 4.34%; Apple, Inc. 4.03% to 4.53%. Largest decreases: N/A 6.83% to 1.45%; Berkshire Hathaway, Inc. 1.22% to 0.66%; ServiceNow, Inc. 0.54% to 0.23%; Fox Corp. 0.27% to 0.03%; Netflix, Inc. 0.49% to 0.27%; Take-Two Interactive Software, Inc. 0.27% to 0.06%. New: Goldman Sachs Group, Inc. (The) (0.41%), Boeing Co. (The) (0.33%), Citizens Financial Group, Inc. (0.32%), Packaging Corp. of America (0.3%), MGM Resorts International (0.28%), Under Armour, Inc. (0.24%). Gone: Bristol-Myers Squibb Co. (0.48%), FedEx Corp. (0.35%), Sherwin-Williams Co. (The) (0.35%), Amphenol Corp. (0.3%), Quanta Services, Inc. (0.29%), Fifth Third Bancorp (0.29%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Jan 2022 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2021-08-31 -- 33 added, 37 dropped, turnover 15.2%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>311 positions became 307: 33 added (6.02% of the fund), 37 dropped (7.54%). Turnover proxy 15.2%. Largest increases: N/A 5.01% to 6.83%; Apple, Inc. 3.57% to 4.03%; Berkshire Hathaway, Inc. 0.79% to 1.22%; TJX Cos., Inc. (The) 0.03% to 0.33%; Caesars Entertainment, Inc. 0.08% to 0.34%; Thermo Fisher Scientific, Inc. 0.14% to 0.38%. Largest decreases: Repurchase Agreement 4.95% to 3.2%; IDEX Corp. 0.29% to 0.03%; FMC Corp. 0.29% to 0.03%; DXC Technology Co. 0.31% to 0.07%; Etsy, Inc. 0.24% to 0.06%; DR Horton, Inc. 0.34% to 0.17%. New: General Electric Co. (0.48%), Moderna, Inc. (0.43%), Southern Co. (The) (0.39%), American Express Co. (0.34%), Archer-Daniels-Midland Co. (0.33%), PACCAR, Inc. (0.32%). Gone: Target Corp. (0.52%), Truist Financial Corp. (0.43%), Prudential Financial, Inc. (0.36%), Prologis, Inc. (0.35%), Ingersoll Rand, Inc. (0.32%), ResMed, Inc. (0.31%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Oct 2021 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2021-05-31 -- 26 added, 21 dropped, turnover 13.8%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>306 positions became 311: 26 added (4.98% of the fund), 21 dropped (3.18%). Turnover proxy 13.8%. Largest increases: N/A 1.56% to 5.01%; Citigroup, Inc. 0.14% to 0.52%; Adobe, Inc. 0.39% to 0.76%; 3M Co. 0.05% to 0.29%; Ventas, Inc. 0.04% to 0.24%; Cabot Oil &amp;amp; Gas Corp. 0.04% to 0.23%. Largest decreases: Repurchase Agreement 6.21% to 4.95%; Apple, Inc. 4.01% to 3.57%; Boeing Co. (The) 0.47% to 0.05%; CBRE Group, Inc. 0.38% to 0.03%; General Electric Co. 0.56% to 0.26%; Tesla, Inc. 1.13% to 0.83%. New: Deere &amp;amp; Co. (0.48%), Booking Holdings, Inc. (0.38%), Travelers Cos., Inc. (The) (0.36%), Equity Residential (0.34%), Digital Realty Trust, Inc. (0.33%), Las Vegas Sands Corp. (0.32%). Gone: Alexandria Real Estate Equities, Inc. (0.3%), Copart, Inc. (0.29%), Flowserve Corp. (0.27%), SL Green Realty Corp. (0.27%), Lam Research Corp. (0.24%), VeriSign, Inc. (0.23%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Jul 2021 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2021-02-28 -- 25 added, 19 dropped, turnover 13.7%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>300 positions became 306: 25 added (6.86% of the fund), 19 dropped (3.36%). Turnover proxy 13.7%. Largest increases: Repurchase Agreement 5.1% to 6.21%; Microsoft Corp. 3.49% to 3.87%; Snap-on, Inc. 0.07% to 0.34%; salesforce.com, Inc. 0.26% to 0.51%; Devon Energy Corp. 0.13% to 0.34%; Masco Corp. 0.09% to 0.29%. Largest decreases: N/A 3.04% to 1.56%; Merck &amp;amp; Co., Inc. 0.61% to 0.3%; Kimberly-Clark Corp. 0.36% to 0.06%; S&amp;amp;P Global, Inc. 0.44% to 0.14%; Eli Lilly and Co. 0.35% to 0.06%; Akamai Technologies, Inc. 0.33% to 0.06%. New: Tesla, Inc. (1.13%), Boeing Co. (The) (0.47%), Truist Financial Corp. (0.41%), Prudential Financial, Inc. (0.38%), CBRE Group, Inc. (0.38%), Broadridge Financial Solutions, Inc. (0.32%). Gone: Global Payments, Inc. (0.43%), Intercontinental Exchange, Inc. (0.4%), CenturyLink, Inc. (0.32%), Equity Residential (0.32%), Apartment Investment &amp;amp; Management Co. (0.29%), Boston Properties, Inc. (0.23%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Apr 2021 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2020-11-30 -- 19 added, 30 dropped, turnover 12.6%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>311 positions became 300: 19 added (4.89% of the fund), 30 dropped (4.7%). Turnover proxy 12.6%. Largest increases: Lowe&apos;s Cos., Inc. 0.04% to 0.55%; Danaher Corp. 0.04% to 0.47%; Applied Materials, Inc. 0.2% to 0.49%; JB Hunt Transport Services, Inc. 0.03% to 0.3%; Accenture plc 0.09% to 0.35%; Phillips 66 0.09% to 0.35%. Largest decreases: N/A 4.27% to 3.04%; Apple, Inc. 4.72% to 4.09%; Edwards Lifesciences Corp. 0.4% to 0.04%; Amazon.com, Inc. 3.18% to 2.81%; Microsoft Corp. 3.82% to 3.49%; Morgan Stanley 0.39% to 0.13%. New: FedEx Corp. (0.46%), Ford Motor Co. (0.39%), Etsy, Inc. (0.38%), Kimberly-Clark Corp. (0.36%), FMC Corp. (0.33%), Alexandria Real Estate Equities, Inc. (0.32%). Gone: Fiserv, Inc. (0.4%), Ameriprise Financial, Inc. (0.31%), Public Service Enterprise Group, Inc. (0.3%), Essex Property Trust, Inc. (0.28%), Paychex, Inc. (0.28%), Arista Networks, Inc. (0.28%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 27 Jan 2021 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2020-08-31 -- 36 added, 34 dropped, turnover 18.3%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>309 positions became 311: 36 added (7.32% of the fund), 34 dropped (6.44%). Turnover proxy 18.3%. Largest increases: Apple, Inc. 3.12% to 4.72%; Amazon.com, Inc. 2.32% to 3.18%; Walmart, Inc. 0.23% to 0.77%; Wells Fargo &amp;amp; Co. 0.05% to 0.49%; Eli Lilly &amp;amp; Co. 0.17% to 0.53%; Microsoft Corp. 3.48% to 3.82%. Largest decreases: Repurchase Agreement 7.45% to 4.86%; N/A 6.63% to 4.27%; Medtronic plc 0.57% to 0.06%; Linde plc 0.54% to 0.04%; Costco Wholesale Corp. 0.49% to 0.1%; Illinois Tool Works, Inc. 0.39% to 0.04%. New: S&amp;amp;P Global, Inc. (0.47%), Global Payments, Inc. (0.4%), SBA Communications Corp. (0.36%), West Pharmaceutical Services, Inc. (0.33%), Aon plc (0.33%), Domino&apos;s Pizza, Inc. (0.32%). Gone: Booking Holdings, Inc. (0.47%), T-Mobile US, Inc. (0.37%), Waste Management, Inc. (0.37%), Cintas Corp. (0.34%), Expedia Group, Inc. (0.33%), Xcel Energy, Inc. (0.32%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 26 Oct 2020 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2020-05-31 -- 34 added, 39 dropped, turnover 18.1%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>314 positions became 309: 34 added (6.93% of the fund), 39 dropped (7.55%). Turnover proxy 18.1%. Largest increases: N/A 2.51% to 6.63%; Repurchase Agreement 5.05% to 7.45%; General Electric Co. 0.07% to 0.39%; Air Products &amp;amp; Chemicals, Inc. 0.08% to 0.4%; Amazon.com, Inc. 2.01% to 2.32%; Exxon Mobil Corp. 0.45% to 0.76%. Largest decreases: Agilent Technologies, Inc. 0.33% to 0.04%; Marathon Petroleum Corp. 0.34% to 0.07%; eBay, Inc. 0.38% to 0.15%; Cabot Oil &amp;amp; Gas Corp. 0.25% to 0.03%; NIKE, Inc. 0.26% to 0.04%; Delta Air Lines, Inc. 0.29% to 0.08%. New: Booking Holdings, Inc. (0.47%), ServiceNow, Inc. (0.45%), Cintas Corp. (0.34%), MetLife, Inc. (0.34%), Expedia Group, Inc. (0.33%), Walgreens Boots Alliance, Inc. (0.32%). Gone: United Technologies Corp. (0.51%), Cigna Corp. (0.46%), American Electric Power Co., Inc. (0.41%), Raytheon Co. (0.4%), Simon Property Group, Inc. (0.36%), Prudential Financial, Inc. (0.34%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 24 Jul 2020 12:00:00 GMT</pubDate></item><item><title>CSM: filing for 2020-02-29 -- 28 added, 23 dropped, turnover 13.2%</title><link>https://themulden.com/funds/csm/</link><guid isPermaLink="true">https://themulden.com/funds/csm/</guid><description>309 positions became 314: 28 added (4.6% of the fund), 23 dropped (4.27%). Turnover proxy 13.2%. Largest increases: N/A 0.58% to 2.51%; Microsoft Corp. 2.91% to 3.34%; Equity Residential 0.04% to 0.37%; Intel Corp. 0.54% to 0.84%; Boston Scientific Corp. 0.17% to 0.44%; Edwards Lifesciences Corp. 0.14% to 0.42%. Largest decreases: salesforce.com, Inc. 0.66% to 0.19%; Starbucks Corp. 0.54% to 0.17%; Broadcom, Inc. 0.63% to 0.29%; Roper Technologies, Inc. 0.37% to 0.06%; Take-Two Interactive Software, Inc. 0.31% to 0.04%; PayPal Holdings, Inc. 0.57% to 0.32%. New: Fiserv, Inc. (0.38%), Public Service Enterprise Group, Inc. (0.36%), DR Horton, Inc. (0.34%), Southern Co. (The) (0.33%), Citrix Systems, Inc. (0.32%), WR Berkley Corp. (0.31%). Gone: WellCare Health Plans, Inc. (0.36%), NVR, Inc. (0.34%), Viacom, Inc. (0.33%), Ameren Corp. (0.31%), Hologic, Inc. (0.31%), Ulta Beauty, Inc. (0.3%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Apr 2020 12:00:00 GMT</pubDate></item></channel></rss>