Each N-PORT filing of FDMO 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/fdmo/https://themulden.com/funds/fdmo/126 positions became 126: 49 added (28.07% of the fund), 49 dropped (23.29%). Turnover proxy 33.2%. Largest increases: Fidelity Revere Street Trust 0.09% to 2.96%; VERTIV HOLDINGS CO 0.45% to 0.8%; BLOOM ENERGY CORP 0.42% to 0.75%; COMFORT SYSTEMS USA INC 0.46% to 0.68%; STERLING INFRASTRUCTURE INC 0.33% to 0.51%; BROADCOM INC 3.33% to 3.5%. Largest decreases: MICROSOFT CORP 5.81% to 4.66%; NVIDIA CORP 8.23% to 7.35%; MICRON TECHNOLOGY INC 2.43% to 1.56%; LAM RESEARCH CORP 1.87% to 1.14%; META PLATFORMS INC 2.74% to 2.2%; SEAGATE TECHNOLOGY HOLDINGS PLC 1.57% to 1.09%. New: APPLE INC (6.07%), ADVANCED MICRO DEVICES INC (1.78%), ELI LILLY and CO (1.54%), LUMENTUM HOLDINGS INC (1.15%), WESTERN DIGITAL CORP (1.1%), TTM TECHNOLOGIES INC (0.92%). Gone: VISA INC (1.21%), ORACLE CORP (1.08%), GILEAD SCIENCES INC (1.08%), MASTERCARD INC (1.06%), APPLOVIN CORP (0.94%), CLOUDFLARE INC (0.86%). 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/fdmo/https://themulden.com/funds/fdmo/127 positions became 126: 44 added (27.02% of the fund), 45 dropped (23.25%). Turnover proxy 30.9%. Largest increases: ALPHABET INC 4.96% to 5.84%; META PLATFORMS INC 2.39% to 2.74%; CARVANA CO 0.33% to 0.65%; GE VERNOVA INC 0.54% to 0.75%; WALMART INC 0.85% to 1.04%; EXXON MOBIL CORP 0.95% to 1.12%. Largest decreases: MICROSOFT CORP 6.93% to 5.81%; CREDO TECHNOLOGY GROUP HOLDING LTD 1.62% to 0.78%; APPLOVIN CORP 1.75% to 0.94%; BROADCOM INC 3.9% to 3.33%; NVIDIA CORP 8.79% to 8.23%; PALANTIR TECHNOLOGIES INC 1.85% to 1.34%. New: MICRON TECHNOLOGY INC (2.43%), LAM RESEARCH CORP (1.87%), JOHNSON and JOHNSON (1.7%), SEAGATE TECHNOLOGY HOLDINGS PLC (1.57%), KLA CORP (1.45%), AMPHENOL CORPORATION NEW (1.29%). Gone: IBM CORPORATION (1.58%), CISCO SYSTEMS INC (1.46%), CROWDSTRIKE HOLDINGS INC (1.33%), INTERDIGITAL INC (1.33%), INTUITIVE SURGICAL INC (1.05%), ABBOTT LABORATORIES (1%). 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/fdmo/https://themulden.com/funds/fdmo/127 positions became 127: 42 added (25.22% of the fund), 42 dropped (22.51%). Turnover proxy 31.3%. Largest increases: APPLOVIN CORP 0.91% to 1.75%; BROADCOM INC 3.12% to 3.9%; TESLA INC 1.84% to 2.52%; NVIDIA CORP 8.15% to 8.79%; INTERDIGITAL INC 0.71% to 1.33%; IBM CORPORATION 0.97% to 1.58%. Largest decreases: META PLATFORMS INC 3.78% to 2.39%; ROBLOX CORP 1.53% to 0.28%; NETFLIX INC 1.55% to 0.96%; AT and T INC 1.03% to 0.48%; MICROSOFT CORP 7.31% to 6.93%; GE VERNOVA INC 0.88% to 0.54%. New: ALPHABET INC (4.96%), CROWDSTRIKE HOLDINGS INC (1.33%), SNOWFLAKE INC (1.3%), CLOUDFLARE INC (1.27%), MCKESSON CORP (0.95%), WELLS FARGO and CO (0.89%). Gone: APPLE INC (5.74%), ABBVIE INC (1.19%), T-MOBILE US INC (0.87%), FOX CORPORATION (0.83%), BRISTOL-MYERS SQUIBB CO (0.71%), F5 INC (0.68%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 23 Dec 2025 12:00:00 GMThttps://themulden.com/funds/fdmo/https://themulden.com/funds/fdmo/127 positions became 127: 54 added (27.79% of the fund), 54 dropped (31.43%). Turnover proxy 37.3%. Largest increases: NVIDIA CORP 5.82% to 8.15%; META PLATFORMS INC 2.53% to 3.78%; MICROSOFT CORP 6.4% to 7.31%; BROADCOM INC 2.34% to 3.12%; FOX CORPORATION 0.26% to 0.83%; ROBINHOOD MARKETS INC 0.64% to 1.07%. Largest decreases: APPLE INC 6.9% to 5.74%; BERKSHIRE HATHAWAY INC DEL 2.61% to 1.82%; PROGRESSIVE CORP OHIO 1.03% to 0.61%; PHILIP MORRIS INTERNATIONAL INC 0.8% to 0.59%; COSTCO WHOLESALE CORP 1.06% to 0.86%; MICROSTRATEGY INC 0.94% to 0.74%. New: ROBLOX CORP (1.53%), VISA INC (1.42%), CREDO TECHNOLOGY GROUP HOLDING LTD (1.37%), MASTERCARD INC (1.21%), ABBVIE INC (1.19%), CISCO SYSTEMS INC (1.09%). Gone: ALPHABET INC (3.5%), ELI LILLY and CO (2.19%), UNITEDHEALTH GROUP INC (1.32%), BANK OF AMERICA CORPORATION (1.05%), ORACLE CORP (1.02%), AMERICAN EXPRESS CO (0.81%). 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/fdmo/https://themulden.com/funds/fdmo/128 positions became 127: 43 added (21.77% of the fund), 44 dropped (19.45%). Turnover proxy 26.8%. Largest increases: BERKSHIRE HATHAWAY INC DEL 2.05% to 2.61%; ELI LILLY and CO 1.75% to 2.19%; MICROSOFT CORP 5.96% to 6.4%; PHILIP MORRIS INTERNATIONAL INC 0.53% to 0.8%; BOOKING HOLDINGS INC 0.6% to 0.84%; PROGRESSIVE CORP OHIO 0.81% to 1.03%. Largest decreases: APPLOVIN CORP 1.54% to 0.63%; ROBINHOOD MARKETS INC 1.28% to 0.64%; TESLA INC 2.46% to 1.89%; ALPHABET INC 4.01% to 3.5%; AMAZON.COM INC 4.23% to 3.73%; COINBASE GLOBAL INC 1% to 0.55%. New: UNITEDHEALTH GROUP INC (1.32%), ORACLE CORP (1.02%), MICROSTRATEGY INC (0.94%), CORCEPT THERAPEUTICS INC (0.81%), MORGAN STANLEY (0.8%), INTERDIGITAL INC (0.78%). Gone: ABBVIE INC (1.16%), HOME DEPOT INC (1.05%), DANAHER CORP (0.85%), GLAUKOS CORP (0.8%), HCA HEALTHCARE INC (0.72%), FAIR ISAAC CORPORATION (0.69%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 26 Jun 2025 12:00:00 GMThttps://themulden.com/funds/fdmo/https://themulden.com/funds/fdmo/128 positions became 128: 47 added (30.34% of the fund), 47 dropped (27.83%). Turnover proxy 35.3%. Largest increases: ROBINHOOD MARKETS INC 0.51% to 1.28%; AMAZON.COM INC 3.6% to 4.23%; COINBASE GLOBAL INC 0.41% to 1%; ALPHABET INC 3.65% to 4.01%; JPMORGAN CHASE and CO 1.63% to 1.97%; META PLATFORMS INC 2.55% to 2.85%. Largest decreases: NVIDIA CORP 7.41% to 5.66%; APPLOVIN CORP 2.57% to 1.54%; MICROSOFT CORP 6.69% to 5.96%; GODADDY INC 1.36% to 0.87%; CARVANA CO 0.76% to 0.38%; EXXON MOBIL CORP 1.19% to 0.96%. New: APPLE INC (6.84%), TESLA INC (2.46%), PALANTIR TECHNOLOGIES INC (1.57%), ARISTA NETWORKS INC (0.97%), DANAHER CORP (0.85%), MOTOROLA SOLUTIONS INC (0.81%). Gone: CROWDSTRIKE HOLDINGS INC (1.6%), ARISTA NETWORKS INC (1.45%), AMPHENOL CORPORATION NEW (1.35%), DELL TECHNOLOGIES INC (1.33%), APPLIED MATERIALS INC (1.31%), VISA INC (1.31%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 31 Mar 2025 12:00:00 GMThttps://themulden.com/funds/fdmo/https://themulden.com/funds/fdmo/126 positions became 128: 47 added (26.88% of the fund), 45 dropped (25.61%). Turnover proxy 30.5%. Largest increases: CROWDSTRIKE HOLDINGS INC 0.81% to 1.6%; NVIDIA CORP 6.98% to 7.41%; DELL TECHNOLOGIES INC 0.92% to 1.33%; META PLATFORMS INC 2.25% to 2.55%; CARVANA CO 0.52% to 0.76%; VERTIV HOLDINGS CO 0.36% to 0.59%. Largest decreases: MICROSOFT CORP 7.13% to 6.69%; REGENERON PHARMACEUTICALS INC 1.03% to 0.67%; MCKESSON CORP 0.98% to 0.65%; AMGEN INC 1.19% to 0.95%; AMAZON.COM INC 3.82% to 3.6%; ALPHABET INC 3.87% to 3.65%. New: APPLOVIN CORP (2.57%), GODADDY INC (1.36%), AMPHENOL CORPORATION NEW (1.35%), MICRON TECHNOLOGY INC (1.3%), EXXON MOBIL CORP (1.19%), KLA CORP (1.15%). Gone: IBM CORPORATION (1.43%), SERVICENOW INC (1.42%), ADVANCED MICRO DEVICES INC (1.38%), INTUIT INC (1.34%), MASTERCARD INC (1.24%), PALANTIR TECHNOLOGIES INC (1.21%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Dec 2024 12:00:00 GMThttps://themulden.com/funds/fdmo/https://themulden.com/funds/fdmo/126 positions became 126: 45 added (27.09% of the fund), 45 dropped (27.49%). Turnover proxy 32.5%. Largest increases: NVIDIA CORP 5.37% to 6.98%; BROADCOM INC 1.91% to 2.6%; ARISTA NETWORKS INC 0.78% to 1.4%; SERVICENOW INC 0.89% to 1.42%; MICROSOFT CORP 6.7% to 7.13%; AMGEN INC 0.94% to 1.19%. Largest decreases: CARVANA CO 0.93% to 0.52%; COINBASE GLOBAL INC 0.88% to 0.53%; VERTIV HOLDINGS CO 0.7% to 0.36%; CELSIUS HOLDINGS INC 0.43% to 0.16%; VISTRA CORP 0.46% to 0.23%; ELI LILLY and CO 2.19% to 2.02%. New: ABBVIE INC (1.46%), IBM CORPORATION (1.43%), ADVANCED MICRO DEVICES INC (1.38%), APPLIED MATERIALS INC (1.35%), INTUIT INC (1.34%), HOME DEPOT INC (1.2%). Gone: APPLE INC (5.82%), UNITEDHEALTH GROUP INC (1.65%), TESLA INC (1.51%), ADOBE INC (0.93%), CARDINAL HEALTH INC (0.79%), PALO ALTO NETWORKS INC (0.75%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 25 Sep 2024 12:00:00 GMThttps://themulden.com/funds/fdmo/https://themulden.com/funds/fdmo/129 positions became 126: 48 added (27.22% of the fund), 51 dropped (28.8%). Turnover proxy 32.8%. Largest increases: NVIDIA CORP 4.02% to 5.37%; ALPHABET INC 3.59% to 4.04%; AMAZON.COM INC 3.5% to 3.84%; WEATHERFORD INTERNATIONAL PLC 0.21% to 0.46%; TECHNIPFMC PLC 0.21% to 0.44%; TARGA RES CORP 0.25% to 0.47%. Largest decreases: APPLE INC 6.39% to 5.82%; INTUITIVE SURGICAL INC 1.37% to 1%; MICROSOFT CORP 6.97% to 6.7%; VERTEX PHARMACEUTICALS INC 1.16% to 0.89%; ADOBE INC 1.19% to 0.93%; ELF BEAUTY INC 0.51% to 0.31%. New: UNITEDHEALTH GROUP INC (1.65%), SUPER MICRO COMPUTER INC (1.05%), DELL TECHNOLOGIES INC (1.02%), PALANTIR TECHNOLOGIES INC (0.98%), MCKESSON CORP (0.95%), AMGEN INC (0.94%). Gone: IMMUNOGEN INC (1.52%), ADVANCED MICRO DEVICES INC (1.41%), SALESFORCE INC (1.3%), STRYKER CORP (1.21%), ALIGN TECHNOLOGY INC (1.15%), ZOETIS INC (1.12%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 Jun 2024 12:00:00 GMThttps://themulden.com/funds/fdmo/https://themulden.com/funds/fdmo/126 positions became 129: 52 added (29.51% of the fund), 49 dropped (28.43%). Turnover proxy 32.6%. Largest increases: NVIDIA CORP 3.29% to 4.02%; INTUITIVE SURGICAL INC 1.07% to 1.37%; ELF BEAUTY INC 0.25% to 0.51%; BUILDERS FIRSTSOURCE INC 0.39% to 0.6%; UBER TECHNOLOGIES INC 0.66% to 0.83%; META PLATFORMS INC 2% to 2.17%. Largest decreases: APPLE INC 7.15% to 6.39%; ELI LILLY and CO 2.35% to 2%; MICROSOFT CORP 7.23% to 6.97%; ALPHABET INC 3.81% to 3.59%; ARCH CAPITAL GROUP LTD 0.67% to 0.47%; AMAZON.COM INC 3.69% to 3.5%. New: IMMUNOGEN INC (1.52%), TESLA INC (1.47%), ADVANCED MICRO DEVICES INC (1.41%), SALESFORCE INC (1.3%), ADOBE INC (1.19%), ALIGN TECHNOLOGY INC (1.15%). Gone: MERCK and CO INC (1.64%), ORACLE CORP (1.11%), MCDONALDS CORP (1.06%), HCA HEALTHCARE INC (0.95%), JABIL INC (0.92%), TJX COMPANIES INC (0.91%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 27 Mar 2024 12:00:00 GMThttps://themulden.com/funds/fdmo/https://themulden.com/funds/fdmo/127 positions became 126: 45 added (24.64% of the fund), 46 dropped (22.78%). Turnover proxy 27.9%. Largest increases: MICROSOFT CORP 6.62% to 7.23%; ELI LILLY and CO 1.76% to 2.35%; MERCK and CO INC 1.42% to 1.64%; AXON ENTERPRISE INC 0.37% to 0.58%; BOSTON SCIENTIFIC CORP 1.02% to 1.19%; CADENCE DESIGN SYSTEMS INC 0.82% to 0.98%. Largest decreases: SUPER MICRO COMPUTER INC 1.44% to 0.6%; APPLE INC 7.67% to 7.15%; NVIDIA CORP 3.73% to 3.29%; DR HORTON INC 0.89% to 0.62%; LENNAR CORP 0.84% to 0.62%; DEXCOM INC 1.02% to 0.81%. New: AMAZON.COM INC (3.69%), VERTEX PHARMACEUTICALS INC (1.28%), INTUITIVE SURGICAL INC (1.07%), JABIL INC (0.92%), WORKDAY INC (0.83%), S and P GLOBAL INC (0.77%). Gone: GILEAD SCIENCES INC (1.05%), REGENERON PHARMACEUTICALS INC (1.03%), CARDINAL HEALTH INC (1.02%), STARBUCKS CORP (0.93%), ANALOG DEVICES INC (0.88%), BIOGEN INC (0.82%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 29 Dec 2023 12:00:00 GMThttps://themulden.com/funds/fdmo/https://themulden.com/funds/fdmo/127 positions became 127: 57 added (40.51% of the fund), 57 dropped (36.36%). Turnover proxy 42.6%. Largest increases: ALPHABET INC 3.45% to 3.94%; APPLE INC 7.28% to 7.67%; CARDINAL HEALTH INC 0.76% to 1.02%; ELI LILLY AND COMPANY 1.57% to 1.76%; NETFLIX INC 0.75% to 0.89%; GILEAD SCIENCES INC 0.92% to 1.05%. Largest decreases: FISERV INC 1.16% to 0.67%; VISA INC 1.81% to 1.39%; MOTOROLA SOLUTIONS INC 1.09% to 0.69%; GENERAL MILLS INC 0.68% to 0.37%; CADENCE DESIGN SYSTEMS INC 1.08% to 0.82%; PEPSICO INC 1.19% to 0.92%. New: NVIDIA CORP (3.73%), META PLATFORMS INC (2.12%), BROADCOM INC (1.75%), SUPER MICRO COMPUTER INC (1.44%), MASTERCARD INC (1.26%), PROCTER and GAMBLE CO (1.2%). Gone: UNITEDHEALTH GROUP INC (1.83%), JOHNSON and JOHNSON (1.72%), HOME DEPOT INC (1.43%), ABBVIE INC (1.35%), IBM CORPORATION (1.07%), AUTOMATIC DATA PROCESSING INC (1.04%). 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/fdmo/https://themulden.com/funds/fdmo/129 positions became 127: 41 added (27.07% of the fund), 43 dropped (26.85%). Turnover proxy 31.1%. Largest increases: MICROSOFT CORP 6% to 6.69%; APPLE INC 6.83% to 7.28%; OREILLY AUTOMOTIVE INC 0.61% to 1%; MURPHY USA INC 0.44% to 0.81%; MCDONALDS CORP 1.02% to 1.38%; AUTOZONE INC 0.61% to 0.94%. Largest decreases: FIRST HORIZON CORP 0.65% to 0.42%; ON SEMICONDUCTOR CORP 1.01% to 0.82%; CHUBB LTD 0.92% to 0.74%; CIGNA GROUP (THE) 0.92% to 0.75%; BERKSHIRE HATHAWAY INC DEL 2.22% to 2.06%; DEERE and CO 0.81% to 0.64%. New: JPMORGAN CHASE and CO (1.56%), HOME DEPOT INC (1.43%), ORACLE CORP (1.26%), FISERV INC (1.16%), STARBUCKS CORP (1.11%), MOTOROLA SOLUTIONS INC (1.09%). Gone: AMAZON.COM INC (3.1%), MASTERCARD INC (1.77%), TESLA INC (1.67%), ELEVANCE HEALTH INC (0.96%), PALO ALTO NETWORKS INC (0.92%), VERIZON COMMUNICATIONS INC (0.9%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 27 Jun 2023 12:00:00 GMThttps://themulden.com/funds/fdmo/https://themulden.com/funds/fdmo/123 positions became 129: 42 added (21.41% of the fund), 36 dropped (21.05%). Turnover proxy 25.2%. Largest increases: MICROSOFT CORP 5.24% to 6%; AMAZON.COM INC 2.65% to 3.1%; ALPHABET INC 3.2% to 3.56%; MASTERCARD INC 1.51% to 1.77%; BERKSHIRE HATHAWAY INC DEL 2.02% to 2.22%; ON SEMICONDUCTOR CORP 0.83% to 1.01%. Largest decreases: KINSALE CAPITAL GROUP INC 0.81% to 0.54%; UNUM GROUP 0.83% to 0.59%; BERKLEY WR CORP 0.8% to 0.6%; LPL FINANCIAL HOLDINGS INC 0.78% to 0.59%; ELEVANCE HEALTH INC 1.12% to 0.96%; ARCHER DANIELS MIDLAND CO 0.72% to 0.56%. New: VISA INC (1.92%), CADENCE DESIGN SYSTEMS INC (1.09%), AMGEN INC (1.01%), CIGNA CORP (0.92%), MARSH and MCLENNAN COS INC (0.9%), GODADDY INC (0.87%). Gone: PFIZER INC (1.31%), BROADCOM INC (1.22%), HOME DEPOT INC (1.21%), COSTCO WHOLESALE CORP (1.03%), QUALCOMM INC (1%), PURE STORAGE INC (0.9%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 27 Mar 2023 12:00:00 GMThttps://themulden.com/funds/fdmo/https://themulden.com/funds/fdmo/127 positions became 123: 54 added (35.63% of the fund), 58 dropped (33.09%). Turnover proxy 38.8%. Largest increases: AVIS BUDGET GROUP INC 0.3% to 0.6%; CHUBB LTD 0.7% to 0.96%; TRAVELERS COS INC 0.6% to 0.84%; PALO ALTO NETWORKS INC 0.8% to 0.99%; BUNGE LIMITED 0.36% to 0.55%; PURE STORAGE INC 0.75% to 0.9%. Largest decreases: AMAZON.COM INC 3.53% to 2.65%; MICROSOFT CORP 6.1% to 5.24%; ALPHABET INC 4.03% to 3.2%; TESLA INC 2.35% to 1.81%; NEXSTAR MEDIA GROUP INC 0.7% to 0.38%; LIBERTY MEDIA CORP 0.72% to 0.42%. New: JOHNSON and JOHNSON (1.88%), MASTERCARD INC (1.51%), MERCK and CO INC (1.45%), IBM CORPORATION (1.21%), BRISTOL-MYERS SQUIBB CO (1.15%), AUTOMATIC DATA PROCESSING INC (1.1%). Gone: NVIDIA Corp (1.85%), Thermo Fisher Scientific Inc (1.41%), Accenture PLC (1.23%), Procter & Gamble Co/The (1.22%), Advanced Micro Devices Inc (1.12%), CVS Health Corp (1.05%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 28 Dec 2022 12:00:00 GMThttps://themulden.com/funds/fdmo/https://themulden.com/funds/fdmo/124 positions became 127: 55 added (33.08% of the fund), 52 dropped (32.4%). Turnover proxy 35.8%. Largest increases: Amazon.com Inc 3.18% to 3.53%; Advanced Micro Devices Inc 0.84% to 1.12%; Alphabet Inc 3.78% to 4.03%; NextEra Energy Inc 0.56% to 0.72%; Liberty Media Corp-Liberty Formula One 0.57% to 0.72%; Apple Inc 7.05% to 7.18%. Largest decreases: Avis Budget Group Inc 0.89% to 0.3%; Elevance Health Inc 1.25% to 1%; Carlisle Cos Inc 0.69% to 0.52%; Marsh & McLennan Cos Inc 0.94% to 0.77%; Procter & Gamble Co/The 1.38% to 1.22%; Evoqua Water Technologies Corp 0.57% to 0.42%. New: Berkshire Hathaway Inc (1.92%), AbbVie Inc (1.35%), Broadcom Inc (1.23%), Chevron Corp (1.06%), Centene Corp (0.96%), ON Semiconductor Corp (0.94%). Gone: Meta Platforms Inc (1.62%), Bank of America Corp (1.19%), Danaher Corp (1.14%), Automatic Data Processing Inc (1.09%), Oracle Corp (1.02%), Edwards Lifesciences Corp (0.97%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 27 Sep 2022 12:00:00 GMThttps://themulden.com/funds/fdmo/https://themulden.com/funds/fdmo/125 positions became 124: 52 added (31.82% of the fund), 53 dropped (30.61%). Turnover proxy 35.7%. Largest increases: Avis Budget Group Inc 0.34% to 0.89%; Eli Lilly & Co 1.13% to 1.6%; UnitedHealth Group Inc 1.82% to 2.11%; AMC Entertainment Holdings Inc 0.22% to 0.51%; Antero Resources Corp 0.31% to 0.56%; Kroger Co/The 0.38% to 0.56%. Largest decreases: Meta Platforms Inc 2.23% to 1.62%; Alphabet Inc 4.19% to 3.78%; Apple Inc 7.45% to 7.05%; Amazon.com Inc 3.55% to 3.18%; Ford Motor Co 0.76% to 0.45%; NVIDIA Corp 2.12% to 1.81%. New: Pfizer Inc (1.48%), Thermo Fisher Scientific Inc (1.34%), Anthem Inc (1.25%), Automatic Data Processing Inc (1.09%), Coca-Cola Co/The (1.05%), Edwards Lifesciences Corp (0.97%). Gone: Johnson & Johnson (1.85%), JPMorgan Chase & Co (1.58%), Cisco Systems Inc/Delaware (1.35%), Comcast Corp (1.01%), American Express Co (0.9%), HCA Healthcare Inc (0.86%). 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/fdmo/https://themulden.com/funds/fdmo/129 positions became 125: 45 added (27.62% of the fund), 49 dropped (27.21%). Turnover proxy 32%. Largest increases: Apple Inc 6.02% to 7.45%; Exxon Mobil Corp 0.86% to 1.13%; Johnson & Johnson 1.64% to 1.85%; Discover Financial Services 0.5% to 0.69%; Wells Fargo & Co 0.98% to 1.16%; Meta Platforms Inc 2.07% to 2.23%. Largest decreases: Avis Budget Group Inc 0.91% to 0.34%; Tesla Inc 2.72% to 2.22%; Shockwave Medical Inc 0.88% to 0.45%; Crocs Inc 0.61% to 0.33%; Ziff Davis Inc 0.69% to 0.42%; Moderna Inc 0.84% to 0.58%. New: Home Depot Inc/The (1.46%), Cisco Systems Inc/Delaware (1.35%), Accenture PLC (1.32%), Procter & Gamble Co/The (1.26%), CVS Health Corp (1.16%), Danaher Corp (1.12%). Gone: Berkshire Hathaway Inc (1.7%), PayPal Holdings Inc (1.24%), Texas Instruments Inc (1.12%), Walt Disney Co/The (1.05%), HubSpot Inc (1.01%), Crowdstrike Holdings Inc (0.93%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 24 Mar 2022 12:00:00 GMThttps://themulden.com/funds/fdmo/https://themulden.com/funds/fdmo/125 positions became 129: 50 added (28.67% of the fund), 46 dropped (25.38%). Turnover proxy 32%. Largest increases: Tesla Inc 1.73% to 2.72%; Microsoft Corp 5.87% to 6.45%; Bank of America Corp 1.1% to 1.38%; Caesars Entertainment Inc 0.47% to 0.67%; SVB Financial Group 0.52% to 0.68%; JPMorgan Chase & Co 1.51% to 1.67%. Largest decreases: Moderna Inc 1.85% to 0.84%; PayPal Holdings Inc 1.61% to 1.24%; Snap Inc 0.73% to 0.37%; Facebook Inc 2.43% to 2.07%; Roku Inc 0.72% to 0.37%; IDEXX Laboratories Inc 1.06% to 0.81%. New: NVIDIA Corp (2.36%), Intuit Inc (1.26%), Eli Lilly & Co (1.16%), Wells Fargo & Co (0.98%), Fortinet Inc (0.95%), Gartner Inc (0.92%). Gone: Broadcom Inc (1.31%), Danaher Corp (1.28%), Abbott Laboratories (1.24%), Procter & Gamble Co/The (1.22%), Twilio Inc (1.1%), Square Inc (1.1%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 21 Dec 2021 12:00:00 GMThttps://themulden.com/funds/fdmo/https://themulden.com/funds/fdmo/125 positions became 125: 71 added (42.93% of the fund), 71 dropped (42.96%). Turnover proxy 46.6%. Largest increases: Moderna Inc 0.84% to 1.85%; Crowdstrike Holdings Inc 0.81% to 1.18%; Twilio Inc 0.83% to 1.1%; Roku Inc 0.51% to 0.72%; IDEXX Laboratories Inc 0.86% to 1.06%; Microsoft Corp 5.7% to 5.87%. Largest decreases: Amazon.com Inc 4.29% to 3.79%; Berkshire Hathaway Inc 2.06% to 1.67%; Charles Schwab Corp/The 1.03% to 0.68%; SVB Financial Group 0.77% to 0.52%; Caterpillar Inc 0.88% to 0.67%; Facebook Inc 2.64% to 2.43%. New: Johnson & Johnson (1.78%), JPMorgan Chase & Co (1.51%), Broadcom Inc (1.31%), Texas Instruments Inc (1.21%), Applied Materials Inc (1.13%), Walt Disney Co/The (1.12%). Gone: NVIDIA Corp (1.78%), AbbVie Inc (1.19%), Thermo Fisher Scientific Inc (1.09%), Netflix Inc (1.07%), QUALCOMM Inc (1.04%), United Parcel Service Inc (0.97%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 23 Sep 2021 12:00:00 GMThttps://themulden.com/funds/fdmo/https://themulden.com/funds/fdmo/125 positions became 125: 38 added (23.42% of the fund), 38 dropped (21.43%). Turnover proxy 28.7%. Largest increases: Alphabet Inc 3.52% to 4.18%; Facebook Inc 2.15% to 2.64%; Berkshire Hathaway Inc 1.8% to 2.06%; NVIDIA Corp 1.53% to 1.78%; Progressive Corp/The 0.58% to 0.82%; MSCI Inc 0.56% to 0.77%. Largest decreases: Plug Power Inc 1.77% to 0.24%; Moderna Inc 1.9% to 0.84%; Tesla Inc 2.4% to 1.76%; Enphase Energy Inc 1.11% to 0.57%; Apple Inc 6.69% to 6.16%; Crowdstrike Holdings Inc 1.17% to 0.81%. New: AbbVie Inc (1.19%), QUALCOMM Inc (1.04%), Charles Schwab Corp/The (1.03%), Digital Turbine Inc (0.88%), Caterpillar Inc (0.88%), IDEXX Laboratories Inc (0.86%). Gone: Adobe Inc (1.25%), Home Depot Inc/The (1.21%), Teladoc Health Inc (1%), Advanced Micro Devices Inc (0.99%), DexCom Inc (0.87%), West Pharmaceutical Services Inc (0.8%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Jun 2021 12:00:00 GMThttps://themulden.com/funds/fdmo/https://themulden.com/funds/fdmo/125 positions became 125: 39 added (24.59% of the fund), 39 dropped (22.59%). Turnover proxy 29.3%. Largest increases: Plug Power Inc 0.7% to 1.77%; Moderna Inc 0.84% to 1.9%; Tesla Inc 1.45% to 2.4%; Etsy Inc 0.42% to 0.64%; Apple Inc 6.48% to 6.69%; PayPal Holdings Inc 1.37% to 1.56%. Largest decreases: Zoom Video Communications Inc 1.28% to 0.71%; Facebook Inc 2.66% to 2.15%; Procter & Gamble Co/The 1.56% to 1.18%; Amazon.com Inc 4.53% to 4.21%; Thermo Fisher Scientific Inc 1.58% to 1.28%; NVIDIA Corp 1.8% to 1.53%. New: Abbott Laboratories (1.4%), Crowdstrike Holdings Inc (1.17%), Danaher Corp (1.13%), Enphase Energy Inc (1.11%), Square Inc (1.08%), Zscaler Inc (0.96%). Gone: AbbVie Inc (1.27%), Intel Corp (1.27%), Bristol-Myers Squibb Co (1.24%), Eli Lilly and Co (1.08%), Charter Communications Inc (0.89%), Five9 Inc (0.89%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 16 Mar 2021 12:00:00 GMThttps://themulden.com/funds/fdmo/https://themulden.com/funds/fdmo/128 positions became 125: 48 added (30.71% of the fund), 51 dropped (30.21%). Turnover proxy 34.2%. Largest increases: Alphabet Inc 3.46% to 3.76%; Walmart Inc 0.86% to 1.11%; Costco Wholesale Corp 0.73% to 0.97%; Procter & Gamble Co/The 1.32% to 1.56%; NVIDIA Corp 1.59% to 1.8%; BlackRock Inc 0.69% to 0.88%. Largest decreases: DexCom Inc 1.16% to 0.71%; DocuSign Inc 1.18% to 0.76%; Teladoc Health Inc 1.2% to 0.83%; Stamps.com Inc 0.67% to 0.36%; Coupa Software Inc 0.98% to 0.67%; Vertex Pharmaceuticals Inc 1.08% to 0.82%. New: Facebook Inc (2.66%), Thermo Fisher Scientific Inc (1.58%), PayPal Holdings Inc (1.37%), Zoom Video Communications Inc (1.28%), AbbVie Inc (1.27%), ServiceNow Inc (1.14%). Gone: Visa Inc (1.6%), Mastercard Inc (1.46%), JPMorgan Chase & Co (1.38%), Amgen Inc (1.27%), AT&T Inc (1.24%), ResMed Inc (1.13%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 18 Dec 2020 12:00:00 GMThttps://themulden.com/funds/fdmo/https://themulden.com/funds/fdmo/127 positions became 128: 55 added (37.25% of the fund), 54 dropped (34.18%). Turnover proxy 40.9%. Largest increases: Apple Inc 5.01% to 6.42%; Amazon.com Inc 4.3% to 4.7%; Lam Research Corp 0.71% to 0.95%; Charter Communications Inc 0.71% to 0.95%; Liberty Broadband Corp 0.5% to 0.71%; Alphabet Inc 3.28% to 3.46%. Largest decreases: MarketAxess Holdings Inc 1.02% to 0.53%; MSCI Inc 0.89% to 0.58%; FTI Consulting Inc 0.75% to 0.43%; DexCom Inc 1.43% to 1.16%; Walmart Inc 1.13% to 0.86%; Campbell Soup Co 0.54% to 0.28%. New: UnitedHealth Group Inc (1.73%), Berkshire Hathaway Inc (1.65%), Tesla Inc (1.38%), Adobe Inc (1.35%), Netflix Inc (1.34%), Teladoc Health Inc (1.2%). Gone: Facebook Inc (2.19%), Merck & Co Inc (1.59%), Thermo Fisher Scientific Inc (1.42%), Danaher Corp (1.32%), Medtronic PLC (1.23%), Bank of America Corp (1.19%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 21 Sep 2020 12:00:00 GMThttps://themulden.com/funds/fdmo/https://themulden.com/funds/fdmo/126 positions became 127: 44 added (29.08% of the fund), 43 dropped (29.56%). Turnover proxy 34%. Largest increases: Amazon.com Inc 3.21% to 4.3%; Microsoft Corp 4.99% to 5.57%; MarketAxess Holdings Inc 0.67% to 1.02%; Facebook Inc 1.93% to 2.19%; Walmart Inc 0.87% to 1.13%; Dollar General Corp 0.54% to 0.76%. Largest decreases: JPMorgan Chase & Co 2.08% to 1.56%; Arch Capital Group Ltd 0.75% to 0.41%; TransDigm Group Inc 0.8% to 0.47%; Fidelity National Financial Inc 0.74% to 0.42%; Insulet Corp 1.27% to 1.01%; Hartford Financial Services Group Inc/The 0.75% to 0.51%. New: NVIDIA Corp (1.49%), Amgen Inc (1.48%), DexCom Inc (1.43%), Thermo Fisher Scientific Inc (1.42%), Bristol-Myers Squibb Co (1.38%), Medtronic PLC (1.23%). Gone: Abbott Laboratories (1.46%), Baxter International Inc (1.22%), Stryker Corp (1.12%), Exxon Mobil Corp (1.1%), Veeva Systems Inc (1.01%), Texas Instruments Inc (1%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Jun 2020 12:00:00 GMThttps://themulden.com/funds/fdmo/https://themulden.com/funds/fdmo/130 positions became 126: 49 added (38.68% of the fund), 53 dropped (38.43%). Turnover proxy 41.9%. Largest increases: Alteryx Inc 0.6% to 0.97%; Danaher Corp 1.08% to 1.41%; Veeva Systems Inc 0.74% to 1.01%; MSCI Inc 0.69% to 0.88%; Willis Towers Watson PLC 0.65% to 0.83%; Abbott Laboratories 1.29% to 1.46%. Largest decreases: Comcast Corp 1.37% to 0.95%; Charter Communications Inc 1.03% to 0.63%; Facebook Inc 2.28% to 1.93%; Walt Disney Co/The 1.38% to 1.16%; Exxon Mobil Corp 1.31% to 1.1%; Chevron Corp 1.08% to 0.9%. New: Apple Inc (5.07%), Alphabet Inc (3.19%), Insulet Corp (1.27%), Baxter International Inc (1.22%), AT&T Inc (1.21%), Texas Instruments Inc (1%). Gone: Berkshire Hathaway Inc (2.12%), Johnson & Johnson (2.06%), Verizon Communications Inc (1.57%), Cisco Systems Inc (1.46%), Thermo Fisher Scientific Inc (1.29%), Broadcom Inc (1.28%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Mar 2020 12:00:00 GMT