<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>FMDE filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of FMDE 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>FMDE: filing for 2026-06-30 -- 88 added, 25 dropped, turnover 24.5%</title><link>https://themulden.com/funds/fmde/</link><guid isPermaLink="true">https://themulden.com/funds/fmde/</guid><description>361 positions became 424: 88 added (8.46% of the fund), 25 dropped (2.1%). Turnover proxy 24.5%. Largest increases: TERADYNE INC 0.54% to 1.16%; PULTE GROUP INC 0.08% to 0.67%; ATMOS ENERGY CORP 0.02% to 0.6%; CENTENE CORP DEL 0.04% to 0.56%; HUMANA INC 0.53% to 0.96%; MSCI INC 0.2% to 0.6%. Largest decreases: SIMON PROPERTY GROUP INC 0.99% to 0%; VEEVA SYS INC 0.61% to 0.04%; CHENIERE ENERGY INC 1% to 0.44%; FTAI AVIATION LTD 0.65% to 0.12%; OKTA INC 0.53% to 0%; CUMMINS INC 0.51% to 0.03%. New: HUNTINGTON BANCSHARES INC/OH (0.48%), CARNIVAL CORP LTD (0.45%), LAMAR ADVERTISING CO (0.42%), CARPENTER TECHNOLOGY CORP (0.38%), REDDIT INC (0.35%), COMCAST CORP (0.35%). Gone: CARNIVAL CORP (0.47%), SOMNIGROUP INTERNATIONAL INC (0.2%), DUPONT DE NEMOURS INC (0.17%), CADENCE DESIGN SYSTEMS INC (0.16%), DOMINOS PIZZA INC (0.13%), TEXAS PACIFIC LAND CORP (0.13%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 24 Aug 2026 12:00:00 GMT</pubDate></item><item><title>FMDE: filing for 2026-03-31 -- 73 added, 56 dropped, turnover 22.9%</title><link>https://themulden.com/funds/fmde/</link><guid isPermaLink="true">https://themulden.com/funds/fmde/</guid><description>344 positions became 361: 73 added (8.01% of the fund), 56 dropped (6.23%). Turnover proxy 22.9%. Largest increases: NORTHERN TRUST CORP 0.08% to 0.7%; SIMON PROPERTY GROUP INC 0.43% to 0.99%; KEYSIGHT TECHNOLOGIES INC 0.22% to 0.76%; ALNYLAM PHARMACEUTICALS INC 0.33% to 0.86%; PPL CORPORATION 0.2% to 0.74%; BRISTOL-MYERS SQUIBB CO 0% to 0.5%. Largest decreases: VERISK ANALYTICS INC 0.68% to 0.01%; SS and C TECHNOLOGIES HLDGS INC 0.63% to 0.08%; CINCINNATI FINANCIAL CORP 0.56% to 0.09%; RAYMOND JAMES FINANCIAL INC. 0.6% to 0.14%; HEALTHPEAK PROPERTIES INC 0.45% to 0%; DYNATRACE INC 0.56% to 0.11%. New: OCCIDENTAL PETROLEUM CORP (0.89%), PINNACLE FINANCIAL PARTNERS INC (0.57%), TERADYNE INC (0.54%), JOHNSON CONTROLS INTERNATIONAL PLC (0.49%), AMCOR PLC (0.36%), CRANE CO (0.31%). Gone: CBRE GROUP INC (0.77%), COUPANG INC (0.53%), GODADDY INC (0.44%), PINNACLE FINL PARTNERS INC (0.41%), CARRIER GLOBAL CORP (0.4%), AMCOR PLC (0.37%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 26 May 2026 12:00:00 GMT</pubDate></item><item><title>FMDE: filing for 2025-12-31 -- 52 added, 41 dropped, turnover 17.5%</title><link>https://themulden.com/funds/fmde/</link><guid isPermaLink="true">https://themulden.com/funds/fmde/</guid><description>333 positions became 344: 52 added (7.66% of the fund), 41 dropped (5.32%). Turnover proxy 17.5%. Largest increases: AMETEK INC NEW 0.27% to 0.88%; ROKU INC 0.2% to 0.64%; ROSS STORES INC 0% to 0.41%; CAPITAL ONE FINANCIAL CORP 0.1% to 0.49%; BORGWARNER INC 0.21% to 0.58%; ROCKWELL AUTOMATION INC 0% to 0.28%. Largest decreases: CARVANA CO 0.93% to 0.06%; BRISTOL-MYERS SQUIBB CO 0.51% to 0%; ROBLOX CORP 1.19% to 0.69%; BIOGEN INC 0.46% to 0.04%; MSCI INC 0.65% to 0.26%; MARKEL GROUP INC 0.39% to 0.05%. New: ROCKET COMPANIES INC (0.58%), MEDPACE HLDGS INC (0.55%), GENERAL MOTORS CO (0.54%), TAKE-TWO INTERACTV SOFTWR INC (0.52%), FORTINET INC (0.48%), CADENCE DESIGN SYSTEMS INC (0.45%). Gone: DUPONT DE NEMOURS INC (0.48%), CINTAS CORP (0.43%), GILEAD SCIENCES INC (0.43%), ECOLAB INC (0.38%), AXALTA COATING SYSTEMS LTD (0.37%), BEST BUY CO INC (0.33%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 24 Feb 2026 12:00:00 GMT</pubDate></item><item><title>FMDE: filing for 2025-09-30 -- 53 added, 85 dropped, turnover 20.7%</title><link>https://themulden.com/funds/fmde/</link><guid isPermaLink="true">https://themulden.com/funds/fmde/</guid><description>365 positions became 333: 53 added (7.34% of the fund), 85 dropped (9.12%). Turnover proxy 20.7%. Largest increases: CORTEVA INC 0.12% to 0.86%; MARATHON PETROLEUM CORP 0.26% to 1%; LAS VEGAS SANDS CORP 0.02% to 0.63%; CBRE GROUP INC 0.2% to 0.76%; OKTA INC 0.03% to 0.54%; VERISK ANALYTICS INC 0.2% to 0.69%. Largest decreases: AMETEK INC NEW 0.74% to 0.27%; TWILIO INC 0.58% to 0.21%; CENTENE CORP DEL 0.54% to 0.17%; TOPBUILD CORP 0.44% to 0.09%; SIMON PROPERTY GROUP INC 0.62% to 0.28%; MARKEL GROUP INC 0.72% to 0.39%. New: FORD MOTOR CO (0.87%), EXPAND ENERGY CORP (0.72%), PINNACLE FINL PARTNERS INC (0.41%), FISERV INC (0.35%), CSX CORP (0.34%), ALTRIA GROUP INC (0.31%). Gone: APPLOVIN CORP (0.54%), FORTINET INC (0.48%), BJS WHOLESALE CLUB HOLDINGS INC (0.45%), AMERICAN TOWER CORP (0.4%), HUNTINGTON BANCSHARES INC/OH (0.39%), DARDEN RESTAURANTS INC (0.32%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 25 Nov 2025 12:00:00 GMT</pubDate></item><item><title>FMDE: filing for 2025-06-30 -- 91 added, 48 dropped, turnover 21.7%</title><link>https://themulden.com/funds/fmde/</link><guid isPermaLink="true">https://themulden.com/funds/fmde/</guid><description>322 positions became 365: 91 added (10.45% of the fund), 48 dropped (7.33%). Turnover proxy 21.7%. Largest increases: DIGITAL REALTY TRUST INC 0.19% to 0.93%; GRAINGER (W.W.) INC 0.24% to 0.72%; ILLUMINA INC 0.29% to 0.65%; CINCINNATI FINANCIAL CORP 0.35% to 0.66%; AXON ENTERPRISE INC 0.75% to 1.04%; PNC FINANCIAL SERVICES GRP INC 0.07% to 0.36%. Largest decreases: PALANTIR TECHNOLOGIES INC 1.07% to 0.02%; WILLIAMS COS INC 1.19% to 0.54%; CLOROX CO 0.62% to 0.01%; CROWN CASTLE INC 0.72% to 0.22%; HUBBELL INC 0.43% to 0%; HILTON WORLDWIDE HOLDINGS INC 0.44% to 0.04%. New: ULTA BEAUTY INC (0.67%), AMCOR PLC (0.66%), WESTERN DIGITAL CORP (0.56%), CHEWY INC (0.53%), BJS WHOLESALE CLUB HOLDINGS INC (0.45%), FASTENAL CO (0.42%). Gone: GALLAGHER (ARTHUR J.) and CO (1.32%), TD SYNNEX CORP (0.46%), SOLVENTUM CORP (0.44%), UNUM GROUP (0.37%), ALBERTSONS COS INC (0.34%), CORNING INC (0.29%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 22 Aug 2025 12:00:00 GMT</pubDate></item><item><title>FMDE: filing for 2025-03-31 -- 68 added, 69 dropped, turnover 26%</title><link>https://themulden.com/funds/fmde/</link><guid isPermaLink="true">https://themulden.com/funds/fmde/</guid><description>323 positions became 322: 68 added (8.12% of the fund), 69 dropped (10.47%). Turnover proxy 26%. Largest increases: GALLAGHER (ARTHUR J.) and CO 0.02% to 1.32%; KINDER MORGAN INC DEL 0.15% to 0.93%; HUMANA INC 0.06% to 0.78%; CONOCOPHILLIPS INC 0.02% to 0.58%; STIFEL FINANCIAL CORP 0.03% to 0.57%; GODADDY INC 0.33% to 0.75%. Largest decreases: ROSS STORES INC 0.8% to 0.29%; WILLIS TOWERS WATSON PLC 0.76% to 0.25%; VISTRA CORP 0.83% to 0.33%; IDEXX LABORATORIES INC 0.63% to 0.14%; NVR INC 0.63% to 0.21%; WARNER BROS DISCOVERY INC 0.39% to 0%. New: VENTAS INC (0.45%), RALPH LAUREN CORP (0.42%), LIVE NATION ENTERTAINMENT INC (0.39%), RITHM CAPITAL CORP (0.35%), ALBERTSONS COS INC (0.34%), TYSON FOODS INC (0.31%). Gone: KROGER CO (0.81%), COSTAR GROUP INC (0.7%), PPG INDUSTRIES INC (0.63%), KEYCORP (0.61%), MONOLITHIC POWER SYSTEMS INC (0.5%), CACI INTERNATIONAL INC (0.46%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 May 2025 12:00:00 GMT</pubDate></item><item><title>FMDE: filing for 2024-12-31 -- 61 added, 59 dropped, turnover 21.6%</title><link>https://themulden.com/funds/fmde/</link><guid isPermaLink="true">https://themulden.com/funds/fmde/</guid><description>321 positions became 323: 61 added (9.7% of the fund), 59 dropped (7.33%). Turnover proxy 21.6%. Largest increases: PALANTIR TECHNOLOGIES INC 0.09% to 0.71%; MSCI INC 0.29% to 0.88%; COSTAR GROUP INC 0.13% to 0.7%; AXON ENTERPRISE INC 0.19% to 0.64%; MGM RESORTS INTERNATIONAL 0.09% to 0.52%; VULCAN MATERIALS CO 0% to 0.41%. Largest decreases: DR HORTON INC 0.89% to 0.29%; BROWN and BROWN INC 0.68% to 0.24%; CITIZENS FINANCIAL GRP INC 0.65% to 0.22%; BURLINGTON STORES INC 0.5% to 0.08%; MONOLITHIC POWER SYSTEMS INC 0.87% to 0.5%; JAZZ PHARMACEUTICALS PLC 0.36% to 0%. New: CARNIVAL CORP (0.7%), MARKEL GROUP INC (0.7%), UNITED AIRLINES HOLDINGS INC (0.63%), ZEBRA TECHNOLOGIES CORP (0.56%), DUOLINGO INC (0.41%), CMS ENERGY CORP (0.4%). Gone: ROKU INC (0.59%), BERRY GLOBAL GROUP INC (0.5%), OLD DOMINION FREIGHT LINES INC (0.47%), AGREE REALTY CORP (0.46%), NVENT ELECTRIC PLC (0.42%), ZIMMER BIOMET HLDGS INC (0.41%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 25 Feb 2025 12:00:00 GMT</pubDate></item><item><title>FMDE: filing for 2024-09-30 -- 100 added, 47 dropped, turnover 29.5%</title><link>https://themulden.com/funds/fmde/</link><guid isPermaLink="true">https://themulden.com/funds/fmde/</guid><description>268 positions became 321: 100 added (17.66% of the fund), 47 dropped (9.38%). Turnover proxy 29.5%. Largest increases: CENTENE CORP DEL 0.13% to 0.78%; EXPEDIA GROUP INC 0.04% to 0.65%; EDISON INTERNATIONAL 0.07% to 0.67%; AXALTA COATING SYSTEMS LTD 0.02% to 0.45%; CURTISS-WRIGHT CORP 0.18% to 0.56%; ALLSTATE CORP 0.34% to 0.71%. Largest decreases: Fidelity Revere Street Trust 4.63% to 0.71%; REPUBLIC SERVICES INC 0.86% to 0%; VULCAN MATERIALS CO 0.76% to 0%; TRANE TECHNOLOGIES PLC 1.14% to 0.49%; CASEY&apos;S GENERAL STORES INC 0.65% to 0%; NORTHERN TRUST CORP 0.62% to 0.03%. New: PRUDENTIAL FINL INC (0.87%), CARVANA CO (0.71%), ROBLOX CORP (0.67%), FIDELITY NATIONAL INFORMATION SERVICES INC (0.61%), SKYWORKS SOLUTIONS INC (0.57%), LYFT INC (0.56%). Gone: SPOTIFY TECHNOLOGY SA (0.89%), ROCKWELL AUTOMATION INC (0.63%), PARKER-HANNIFIN CORP (0.59%), CROWDSTRIKE HOLDINGS INC (0.54%), CHIPOTLE MEXICAN GRILL INC (0.51%), FORD MOTOR CO (0.49%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 25 Nov 2024 12:00:00 GMT</pubDate></item><item><title>FMDE: filing for 2024-06-30 -- 45 added, 47 dropped, turnover 23%</title><link>https://themulden.com/funds/fmde/</link><guid isPermaLink="true">https://themulden.com/funds/fmde/</guid><description>270 positions became 268: 45 added (8.46% of the fund), 47 dropped (9.13%). Turnover proxy 23%. Largest increases: Fidelity Revere Street Trust 0.4% to 4.63%; NETAPP INC 0.15% to 0.71%; LEIDOS HLDGS INC 0.1% to 0.65%; MANHATTAN ASSOCS INC 0.14% to 0.63%; HEWLETT PACKARD ENTERPRISE CO 0.28% to 0.74%; COLGATE-PALMOLIVE CO 0.06% to 0.51%. Largest decreases: AMPHENOL CORPORATION NEW 1.09% to 0.22%; MARATHON OIL CORP 0.7% to 0.05%; AXON ENTERPRISE INC 0.71% to 0.14%; XP INC 0.53% to 0.02%; BUILDERS FIRSTSOURCE INC 0.68% to 0.17%; CROCS INC 0.46% to 0.04%. New: CUMMINS INC (0.81%), CITIZENS FINANCIAL GRP INC (0.64%), NEUROCRINE BIOSCIENCES INC (0.6%), TRIMBLE INC (0.59%), NRG ENERGY INC (0.54%), KIRBY CORP (0.47%). Gone: MARTIN MARIETTA MATERIALS INC (0.86%), NISOURCE INC (0.6%), FEDERAL REALTY INVESTMENT TR (0.53%), CADENCE DESIGN SYSTEMS INC (0.51%), AGCO CORP (0.5%), BOOKING HOLDINGS INC (0.48%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Aug 2024 12:00:00 GMT</pubDate></item><item><title>FMDE: filing for 2024-03-31 -- 19 added, 23 dropped, turnover 9.9%</title><link>https://themulden.com/funds/fmde/</link><guid isPermaLink="true">https://themulden.com/funds/fmde/</guid><description>274 positions became 270: 19 added (4.49% of the fund), 23 dropped (3.59%). Turnover proxy 9.9%. Largest increases: VEEVA SYS INC 0.18% to 0.78%; DRAFTKINGS HOLDINGS INC 0.22% to 0.68%; GATES INDUSTRIAL CORP PLC 0.03% to 0.43%; DEXCOM INC 0.3% to 0.61%; MARATHON OIL CORP 0.41% to 0.7%; ASSURANT INC 0.38% to 0.59%. Largest decreases: GENUINE PARTS CO 0.6% to 0.16%; GARTNER INC 0.82% to 0.45%; SIMON PROPERTY GROUP INC 0.94% to 0.61%; LPL FINANCIAL HOLDINGS INC 0.42% to 0.1%; CBOE GLOBAL MARKETS INC 0.41% to 0.11%; PALO ALTO NETWORKS INC 0.45% to 0.19%. New: KROGER CO (0.81%), DOORDASH INC (0.72%), MEDPACE HLDGS INC (0.51%), ALLEGION PLC (0.44%), CORPAY INC (0.3%), ZIONS BANCORPORATION NA (0.28%). Gone: CUMMINS INC (0.63%), UNITED AIRLINES HOLDINGS INC (0.48%), AUTONATION INC DEL (0.35%), METTLER-TOLEDO INTL INC (0.35%), FLEETCOR TECHNOLOGIES INC (0.28%), CONSOLIDATED EDISON INC (0.24%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 23 May 2024 12:00:00 GMT</pubDate></item><item><title>FMDE: filing for 2024-02-29 -- 57 added, 62 dropped, turnover 25.3%</title><link>https://themulden.com/funds/fmde/</link><guid isPermaLink="true">https://themulden.com/funds/fmde/</guid><description>279 positions became 274: 57 added (14.36% of the fund), 62 dropped (12.15%). Turnover proxy 25.3%. Largest increases: AMPHENOL CORPORATION NEW 0.34% to 1.08%; CARDINAL HEALTH INC 0.13% to 0.77%; WESTINGHOUSE AIR BRAKE TECH CORP 0.14% to 0.76%; Fidelity Revere Street Trust 0.06% to 0.62%; EASTMAN CHEMICAL CO 0.13% to 0.61%; WILLIAMS COS INC 0.06% to 0.46%. Largest decreases: APOLLO GLOBAL MANAGEMENT INC 1.01% to 0.02%; BIOGEN INC 0.73% to 0.06%; MONGODB INC 0.86% to 0.22%; JUNIPER NETWORKS INC 0.57% to 0.01%; ELEMENT SOLUTIONS INC 0.55% to 0.08%; LATTICE SEMICONDUCTOR CORP 0.53% to 0.12%. New: BLOCK INC (0.97%), SS and C TECHNOLOGIES HLDGS INC (0.63%), PPG INDUSTRIES INC (0.62%), TOAST INC (0.62%), DUPONT DE NEMOURS INC (0.58%), CACI INTERNATIONAL INC (0.58%). Gone: EVEREST GROUP LTD (0.68%), PRUDENTIAL FINL INC (0.65%), NNN REIT INC (0.57%), CAESARS ENTERTAINMENT INC (0.54%), MGM RESORTS INTERNATIONAL (0.54%), FIDELITY NATIONAL INFORMATION SERVICES INC (0.51%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 24 Apr 2024 12:00:00 GMT</pubDate></item></channel></rss>