Each N-PORT filing of FTCS 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/ftcs/https://themulden.com/funds/ftcs/51 positions became 52: 13 added (23.62% of the fund), 12 dropped (23.46%). Turnover proxy 28.8%. Largest increases: AUTOMATIC DATA PROCESSING INC 1.61% to 2.25%; T. ROWE PRICE GROUP INC 1.75% to 2.36%; CISCO SYSTEMS INC 2.13% to 2.74%; MONSTER BEVERAGE CORP 1.92% to 2.53%; PAYCHEX INC 1.71% to 2.16%; VISA INC 1.9% to 2.18%. Largest decreases: EOG RESOURCES INC 2.84% to 2.04%; NORTHROP GRUMMAN CORP 2.12% to 1.54%; CBOE GLOBAL MARKETS INC 2.13% to 1.63%; PEPSICO INC 2.2% to 1.73%; GILEAD SCIENCES INC 2.31% to 1.85%; ROSS STORES INC 2.33% to 1.88%. New: CINCINNATI FINANCIAL CORP (2.24%), AGILENT TECHNOLOGIES INC (2.2%), UNION PACIFIC CORP (2.18%), MERCK & COMPANY INC (2.18%), 3M COMPANY (2.11%), ALPHABET INC (2.11%). Gone: Arch Capital Group Ltd. (2.19%), Hershey Co. (The) (2.17%), Honeywell International Inc. (2.13%), AbbVie Inc. (2.1%), Dover Corporation (2.09%), Aflac Incorporated (2.07%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 21 Aug 2026 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/51 positions became 51: 11 added (22.27% of the fund), 11 dropped (21.81%). Turnover proxy 25.6%. Largest increases: EOG Resources Inc. 1.98% to 2.84%; Linde PLC 1.9% to 2.34%; Pepsico Inc 1.87% to 2.2%; Costco Wholesale Corporation 1.85% to 2.14%; Northrop Grumman Corporation 1.92% to 2.12%; Coca-Cola Co (The) 2.05% to 2.23%. Largest decreases: Moodys Corp. 2.17% to 1.67%; Ameriprise Financial, Inc. 2.09% to 1.8%; Monster Beverage Corp 2.19% to 1.92%; Dover Corporation 2.35% to 2.09%; The Charles Schwab Corporation 2.13% to 1.87%; Cencora Inc 2.08% to 1.83%. New: Gilead Sciences Inc. (2.31%), Trane Technologies PLC (2.21%), Arch Capital Group Ltd. (2.19%), Hershey Co. (The) (2.17%), Lockheed Martin Corporation (2.15%), Aflac Incorporated (2.07%). Gone: Cognizant Technology Solutions (2.52%), Expeditors International of Wa (2.49%), Cummins Inc (2.48%), 3M Co (2.1%), Union Pacific Corp (2.05%), Live Nation Entertainment Inc (1.84%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 28 May 2026 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/51 positions became 51: 13 added (26.18% of the fund), 13 dropped (25.77%). Turnover proxy 29.2%. Largest increases: Cognizant Technology Solutions 1.72% to 2.52%; Expeditors International of Wa 2.12% to 2.49%; Honeywell International Inc 1.72% to 2.04%; Cisco Systems Inc 1.95% to 2.2%; Colgate-Palmolive Co 1.78% to 2%; Coca-Cola Co/The 1.84% to 2.05%. Largest decreases: AECOM 2.23% to 1.46%; Home Depot Inc/The 2.18% to 1.76%; Motorola Solutions Inc 2.1% to 1.73%; Northrop Grumman Corp 2.27% to 1.92%; W R Berkley Corp 2.16% to 1.9%; General Dynamics Corp 2.21% to 2.04%. New: Cummins Inc (2.48%), Dover Corp (2.35%), Moody's Corp (2.17%), 3M Co (2.1%), Ameriprise Financial Inc (2.09%), AbbVie Inc (2%). Gone: Electronic Arts Inc (2.6%), eBay Inc (2.25%), Hershey Co/The (2.11%), NVR Inc (2.09%), Lockheed Martin Corp (2.08%), Autodesk Inc (2.07%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 23 Feb 2026 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/51 positions became 51: 15 added (30.45% of the fund), 15 dropped (30.98%). Turnover proxy 34.4%. Largest increases: Ross Stores Inc 1.74% to 2.27%; Northrop Grumman Corp 1.76% to 2.27%; TJX Cos Inc/The 1.84% to 2.29%; Johnson & Johnson 1.85% to 2.19%; Copart Inc 1.56% to 1.89%; Home Depot Inc/The 1.97% to 2.18%. Largest decreases: Microsoft Corp 2.57% to 1.97%; Honeywell International Inc 2.25% to 1.72%; Gartner Inc 1.92% to 1.43%; Cognizant Technology Solutions 2.14% to 1.72%; Cisco Systems Inc 2.37% to 1.95%; Paychex Inc 1.91% to 1.71%. New: Electronic Arts Inc (2.6%), eBay Inc (2.25%), AECOM (2.23%), Hershey Co/The (2.11%), Walmart Inc (2.1%), Lockheed Martin Corp (2.08%). Gone: TE Connectivity PLC (2.48%), Blackrock Inc (2.28%), Moody's Corp (2.25%), Stryker Corp (2.17%), Dover Corp (2.16%), PPG Industries Inc (2.16%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 24 Nov 2025 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/51 positions became 51: 11 added (21.54% of the fund), 11 dropped (21.17%). Turnover proxy 26.4%. Largest increases: Microsoft Corp 1.74% to 2.57%; TE Connectivity PLC 1.93% to 2.48%; Blackrock Inc 1.87% to 2.28%; Honeywell International Inc 1.89% to 2.25%; PPG Industries Inc 1.81% to 2.16%; Cisco Systems Inc 2.04% to 2.37%. Largest decreases: Kimberly-Clark Corp 2.22% to 1.72%; Coca-Cola Co/The 2.27% to 1.84%; Johnson & Johnson 2.24% to 1.85%; Marsh & McLennan Cos Inc 2.25% to 1.89%; Northrop Grumman Corp 2.11% to 1.76%; W R Berkley Corp 2.38% to 2.05%. New: Dover Corp (2.16%), T Rowe Price Group Inc (2.13%), EOG Resources Inc (2.06%), AbbVie Inc (2.04%), Air Products and Chemicals Inc (2.04%), Union Pacific Corp (1.99%). Gone: Berkshire Hathaway Inc (2.26%), Chubb Ltd (2.23%), Markel Group Inc (2.09%), Zoetis Inc (1.97%), Apple Inc (1.92%), Walmart Inc (1.9%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 26 Aug 2025 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/51 positions became 51: 15 added (29.11% of the fund), 15 dropped (29.49%). Turnover proxy 32.9%. Largest increases: Coca-Cola Co/The 1.86% to 2.27%; Johnson & Johnson 1.84% to 2.24%; Kimberly-Clark Corp 1.9% to 2.22%; Linde PLC 1.81% to 2.12%; Chubb Ltd 1.93% to 2.23%; Cencora Inc 1.99% to 2.28%. Largest decreases: Walmart Inc 2.34% to 1.9%; Ross Stores Inc 2.12% to 1.7%; Microsoft Corp 2.12% to 1.74%; Blackrock Inc 2.14% to 1.87%; Honeywell International Inc 2.14% to 1.89%; Home Depot Inc/The 1.97% to 1.78%. New: W R Berkley Corp (2.38%), Monster Beverage Corp (2.35%), Berkshire Hathaway Inc (2.26%), Ecolab Inc (2.12%), Markel Group Inc (2.09%), Zoetis Inc (1.97%). Gone: Snap-on Inc (2.19%), Packaging Corp of America (2.15%), Ameriprise Financial Inc (2.14%), Electronic Arts Inc (2.13%), Brown & Brown Inc (2.02%), IBM (1.99%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 27 May 2025 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/51 positions became 51: 12 added (23.94% of the fund), 12 dropped (23.84%). Turnover proxy 26.8%. Largest increases: Visa Inc 1.94% to 2.29%; Honeywell International Inc 1.81% to 2.14%; Microsoft Corp 1.85% to 2.12%; ConocoPhillips 1.73% to 1.98%; Electronic Arts Inc 1.92% to 2.13%; Walmart Inc 2.14% to 2.34%. Largest decreases: Lockheed Martin Corp 2.31% to 1.67%; Aflac Inc 2.26% to 1.9%; Regeneron Pharmaceuticals Inc 1.85% to 1.51%; Coca-Cola Co/The 2.06% to 1.86%; Linde PLC 2.01% to 1.81%; AbbVie Inc 2.15% to 1.98%. New: Snap-on Inc (2.19%), Blackrock Inc (2.14%), Ross Stores Inc (2.12%), Aon PLC (2.11%), Brown & Brown Inc (2.02%), IBM (1.99%). Gone: BlackRock Inc (2.14%), Raymond James Financial Inc (2.11%), Cummins Inc (2.09%), Mondelez International Inc (2.08%), W R Berkley Corp (2.07%), LPL Financial Holdings Inc (2.06%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 25 Feb 2025 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/50 positions became 51: 11 added (19.84% of the fund), 10 dropped (19.59%). Turnover proxy 22.7%. Largest increases: Lockheed Martin Corp 1.96% to 2.31%; Mondelez International Inc 1.87% to 2.08%; W R Berkley Corp 1.86% to 2.07%; Mastercard Inc 1.88% to 2.09%; Cisco Systems Inc 1.91% to 2.11%; Automatic Data Processing Inc 1.91% to 2.1%. Largest decreases: Amphenol Corp 2.38% to 1.9%; Regeneron Pharmaceuticals Inc 2.28% to 1.85%; Costco Wholesale Corp 2.33% to 1.98%; Microsoft Corp 2.18% to 1.85%; Honeywell International Inc 2.14% to 1.81%; TJX Cos Inc/The 2.29% to 1.97%. New: Aflac Inc (2.26%), BlackRock Inc (2.14%), Cummins Inc (2.09%), LPL Financial Holdings Inc (2.06%), Expeditors International of Wa (2.05%), Electronic Arts Inc (1.92%). Gone: Apple Inc (2.48%), Ross Stores Inc (2.12%), Kimberly-Clark Corp (2.12%), UnitedHealth Group Inc (1.97%), Union Pacific Corp (1.89%), Abbott Laboratories (1.88%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 25 Nov 2024 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/51 positions became 50: 12 added (23.18% of the fund), 13 dropped (23.76%). Turnover proxy 26.8%. Largest increases: Apple Inc 1.69% to 2.48%; Costco Wholesale Corp 1.99% to 2.33%; Regeneron Pharmaceuticals Inc 1.94% to 2.28%; TJX Cos Inc/The 2% to 2.29%; Moody's Corp 1.92% to 2.18%; Honeywell International Inc 1.93% to 2.14%. Largest decreases: PACCAR Inc 2.43% to 1.8%; W R Berkley Corp 2.21% to 1.86%; Cencora Inc 2.1% to 1.83%; Copart Inc 2.24% to 1.99%; Linde PLC 2.15% to 1.91%; Mastercard Inc 2.08% to 1.88%. New: Motorola Solutions Inc (2.21%), Kimberly-Clark Corp (2.12%), Ameriprise Financial Inc (1.99%), Chubb Ltd (1.98%), Packaging Corp of America (1.97%), Raymond James Financial Inc (1.94%). Gone: Cummins Inc (2.42%), Chipotle Mexican Grill Inc (2.35%), Garmin Ltd (2.24%), Ecolab Inc (2.18%), TE Connectivity Ltd (2.07%), Aflac Inc (1.92%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 21 Aug 2024 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/50 positions became 51: 11 added (20.5% of the fund), 10 dropped (19.49%). Turnover proxy 22.7%. Largest increases: Walmart Inc 1.82% to 2.1%; Procter & Gamble Co/The 1.81% to 2.07%; Automatic Data Processing Inc 1.77% to 1.98%; Copart Inc 2.05% to 2.24%; PACCAR Inc 2.27% to 2.43%; W R Berkley Corp 2.06% to 2.21%. Largest decreases: Moody's Corp 2.31% to 1.92%; Accenture PLC 2.16% to 1.8%; Gilead Sciences Inc 1.91% to 1.58%; Mondelez International Inc 2.07% to 1.81%; Expeditors International of Wa 2.02% to 1.8%; Home Depot Inc/The 2.22% to 2%. New: Cummins Inc (2.42%), Chipotle Mexican Grill Inc (2.35%), Ecolab Inc (2.18%), Linde PLC (2.15%), Elevance Health Inc (2.1%), Microsoft Corp (1.99%). Gone: Gartner Inc (2.37%), Ameriprise Financial Inc (2.23%), NetApp Inc (2.17%), Vertex Pharmaceuticals Inc (2.06%), Emerson Electric Co (1.95%), Biogen Inc (1.84%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 24 May 2024 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/50 positions became 50: 11 added (22.92% of the fund), 11 dropped (21.78%). Turnover proxy 25.8%. Largest increases: Moody's Corp 1.84% to 2.31%; Honeywell International Inc 1.84% to 2.12%; Home Depot Inc/The 1.96% to 2.22%; PACCAR Inc 2.01% to 2.27%; Monster Beverage Corp 1.9% to 2.11%; Garmin Ltd 2.07% to 2.28%. Largest decreases: Chevron Corp 2.21% to 1.64%; Cisco Systems Inc 2.13% to 1.75%; Automatic Data Processing Inc 2.11% to 1.77%; Walmart Inc 2.1% to 1.82%; Aflac Inc 2.21% to 1.95%; Northrop Grumman Corp 2.02% to 1.77%. New: Gartner Inc (2.37%), Ameriprise Financial Inc (2.23%), Ross Stores Inc (2.19%), TE Connectivity Ltd (2.19%), NetApp Inc (2.17%), Mondelez International Inc (2.07%). Gone: Eli Lilly & Co (2.42%), General Electric Co (2.08%), Brown & Brown Inc (2.04%), Arch Capital Group Ltd (2.02%), NVR Inc (1.99%), Union Pacific Corp (1.95%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 23 Feb 2024 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/50 positions became 50: 12 added (23.66% of the fund), 12 dropped (23.5%). Turnover proxy 25.8%. Largest increases: AbbVie Inc 1.62% to 2.16%; General Dynamics Corp 1.87% to 2.13%; Gilead Sciences Inc 1.74% to 1.93%; Aflac Inc 2.07% to 2.21%; Northrop Grumman Corp 1.89% to 2.02%; UnitedHealth Group Inc 1.95% to 2.07%. Largest decreases: Cencora Inc 2.26% to 1.94%; Copart Inc 2.28% to 1.97%; Honeywell International Inc 2.07% to 1.84%; PACCAR Inc 2.24% to 2.01%; Monster Beverage Corp 2.12% to 1.9%; Brown & Brown Inc 2.2% to 2.04%. New: Chevron Corp (2.21%), General Electric Co (2.08%), Accenture PLC (2.03%), Arch Capital Group Ltd (2.02%), Vertex Pharmaceuticals Inc (2%), Home Depot Inc/The (1.96%). Gone: NetApp Inc (2.37%), Molina Healthcare Inc (2.14%), Cummins Inc (2.06%), Aon PLC (2.03%), Interpublic Group of Cos Inc/T (2.01%), Texas Instruments Inc (1.99%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Nov 2023 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/50 positions became 50: 12 added (25.23% of the fund), 12 dropped (23.26%). Turnover proxy 27.3%. Largest increases: Eli Lilly & Co 2.04% to 2.38%; Molina Healthcare Inc 1.85% to 2.14%; AmerisourceBergen Corp 2.03% to 2.26%; Aflac Inc 1.87% to 2.07%; W R Berkley Corp 1.83% to 2.03%; CSX Corp 1.92% to 2.1%. Largest decreases: AbbVie Inc 2.19% to 1.62%; United Parcel Service Inc 2.24% to 1.8%; Lockheed Martin Corp 2.19% to 1.87%; Gilead Sciences Inc 2.05% to 1.74%; Coca-Cola Co/The 2.12% to 1.84%; PepsiCo Inc 2.2% to 1.96%. New: NetApp Inc (2.37%), Copart Inc (2.28%), PACCAR Inc (2.24%), Brown & Brown Inc (2.2%), NVR Inc (2.1%), Mastercard Inc (2.05%). Gone: Trane Technologies PLC (2.22%), Deere & Co (2.07%), Emerson Electric Co (2.05%), Colgate-Palmolive Co (2.05%), Corning Inc (2.02%), Brown-Forman Corp (1.99%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 18 Aug 2023 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/50 positions became 50: 13 added (25.59% of the fund), 13 dropped (25.55%). Turnover proxy 28.4%. Largest increases: Costco Wholesale Corp 1.78% to 2.13%; United Parcel Service Inc 1.95% to 2.24%; PepsiCo Inc 1.94% to 2.2%; Cisco Systems Inc 2.07% to 2.3%; Lockheed Martin Corp 1.99% to 2.19%; Corning Inc 1.85% to 2.02%. Largest decreases: Air Products and Chemicals Inc 2.38% to 1.94%; Incyte Corp 2.12% to 1.78%; Abbott Laboratories 2.15% to 1.84%; Pfizer Inc 2.12% to 1.86%; Principal Financial Group Inc 1.98% to 1.74%; Honeywell International Inc 2.18% to 1.94%. New: Garmin Ltd (2.14%), Deere & Co (2.07%), Gilead Sciences Inc (2.05%), Colgate-Palmolive Co (2.05%), TJX Cos Inc/The (2.02%), Humana Inc (2%). Gone: Moody's Corp (2.14%), Mastercard Inc (2.14%), S&P Global Inc (2.11%), Expeditors International of Wa (2.08%), Thermo Fisher Scientific Inc (2.06%), Raymond James Financial Inc (1.97%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 30 May 2023 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/50 positions became 50: 14 added (27.23% of the fund), 14 dropped (27.92%). Turnover proxy 30.8%. Largest increases: Procter & Gamble Co/The 1.84% to 2.19%; Moody's Corp 1.83% to 2.14%; Hologic Inc 1.93% to 2.23%; Abbott Laboratories 1.88% to 2.15%; Monster Beverage Corp 1.89% to 2.16%; S&P Global Inc 1.85% to 2.11%. Largest decreases: Automatic Data Processing Inc 2.24% to 1.91%; Nasdaq Inc 2.29% to 1.98%; W R Berkley Corp 2.17% to 1.89%; Cummins Inc 2.19% to 1.94%; Northrop Grumman Corp 2.16% to 1.94%; General Dynamics Corp 2.11% to 1.9%. New: Mastercard Inc (2.14%), Pfizer Inc (2.12%), Incyte Corp (2.12%), Expeditors International of Wa (2.08%), Thermo Fisher Scientific Inc (2.06%), Visa Inc (2.03%). Gone: Regeneron Pharmaceuticals Inc (2.4%), Danaher Corp (2.14%), Illinois Tool Works Inc (2.12%), Humana Inc (2.11%), Aon PLC (2.09%), Parker-Hannifin Corp (2.06%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 23 Feb 2023 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/50 positions became 50: 15 added (30.06% of the fund), 15 dropped (29.92%). Turnover proxy 33%. Largest increases: Regeneron Pharmaceuticals Inc 1.78% to 2.4%; Walmart Inc 1.71% to 2.13%; Nasdaq Inc 1.89% to 2.29%; Intercontinental Exchange Inc 1.67% to 2%; Paychex Inc 1.84% to 2.07%; Automatic Data Processing Inc 2.03% to 2.24%. Largest decreases: Merck & Co Inc 2.32% to 1.92%; Mondelez International Inc 2.15% to 1.91%; Coca-Cola Co/The 2.14% to 1.9%; Johnson & Johnson 2.18% to 1.94%; AbbVie Inc 2.09% to 1.85%; Zoetis Inc 2.03% to 1.8%. New: Trane Technologies PLC (2.37%), Cummins Inc (2.19%), Northrop Grumman Corp (2.16%), Danaher Corp (2.14%), Humana Inc (2.11%), Aon PLC (2.09%). Gone: Progressive Corp/The (2.29%), Expeditors International of Wa (2.23%), PACCAR Inc (2.17%), Vertex Pharmaceuticals Inc (2.16%), Thermo Fisher Scientific Inc (2.11%), Incyte Corp (2.05%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 25 Nov 2022 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/50 positions became 50: 20 added (40.17% of the fund), 20 dropped (38.46%). Turnover proxy 42.6%. Largest increases: Air Products and Chemicals Inc 1.77% to 2.15%; Mondelez International Inc 1.83% to 2.15%; Illinois Tool Works Inc 1.76% to 2.05%; PepsiCo Inc 1.92% to 2.14%; 3M Co 1.72% to 1.94%; Progressive Corp/The 2.11% to 2.29%. Largest decreases: Costco Wholesale Corp 2.39% to 1.79%; Berkshire Hathaway Inc 2.31% to 1.75%; Markel Corp 2.42% to 1.94%; Paychex Inc 2.29% to 1.84%; Cognizant Technology Solutions 2.12% to 1.76%; CSX Corp 2.19% to 1.83%. New: Merck & Co Inc (2.32%), Expeditors International of Wa (2.23%), W R Berkley Corp (2.21%), Bristol-Myers Squibb Co (2.2%), PACCAR Inc (2.17%), Vertex Pharmaceuticals Inc (2.16%). Gone: Humana Inc (2.31%), Northrop Grumman Corp (2.24%), Microsoft Corp (2.08%), Norfolk Southern Corp (2.06%), American Tower Corp (2.05%), Ball Corp (2.03%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 19 Aug 2022 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/50 positions became 50: 16 added (31.5% of the fund), 16 dropped (31.16%). Turnover proxy 34.4%. Largest increases: Markel Corp 1.72% to 2.42%; General Dynamics Corp 1.85% to 2.33%; Northrop Grumman Corp 1.81% to 2.24%; Johnson & Johnson 1.96% to 2.14%; Paychex Inc 2.11% to 2.29%; Honeywell International Inc 1.74% to 1.89%. Largest decreases: Home Depot Inc/The 2.18% to 1.71%; Zoetis Inc 2.23% to 1.88%; Abbott Laboratories 2.21% to 1.88%; Illinois Tool Works Inc 2.04% to 1.76%; Colgate-Palmolive Co 2.06% to 1.81%; Accenture PLC 2.24% to 2%. New: Humana Inc (2.31%), Berkshire Hathaway Inc (2.31%), CSX Corp (2.19%), Marsh & McLennan Cos Inc (2.16%), Norfolk Southern Corp (2.06%), American Tower Corp (2.05%). Gone: Broadcom Inc (2.44%), Keysight Technologies Inc (2.26%), Intuit Inc (2.15%), Expeditors International of Wa (2.13%), Laboratory Corp of America Hol (2.13%), TE Connectivity Ltd (2.02%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 26 May 2022 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/50 positions became 50: 13 added (26.33% of the fund), 13 dropped (25.86%). Turnover proxy 28.8%. Largest increases: UnitedHealth Group Inc 1.92% to 2.16%; Zoetis Inc 2% to 2.23%; Colgate-Palmolive Co 1.84% to 2.06%; Union Pacific Corp 1.85% to 2.06%; Expeditors International of Wa 1.93% to 2.13%; Illinois Tool Works Inc 1.86% to 2.04%. Largest decreases: Garmin Ltd 2.14% to 1.61%; Nasdaq Inc 2.22% to 1.91%; Allstate Corp/The 2.01% to 1.71%; General Dynamics Corp 2.13% to 1.85%; Agilent Technologies Inc 2.18% to 1.92%; Northrop Grumman Corp 2.04% to 1.81%. New: Broadcom Inc (2.44%), Abbott Laboratories (2.21%), Intuit Inc (2.15%), Cognizant Technology Solutions (2.08%), Microsoft Corp (2.04%), Mondelez International Inc (2.03%). Gone: Quest Diagnostics Inc (2.22%), Marsh & McLennan Cos Inc (2.2%), General Mills Inc (2.05%), Walmart Inc (2.03%), Aflac Inc (2.02%), Emerson Electric Co (1.99%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 22 Feb 2022 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/50 positions became 50: 13 added (25.87% of the fund), 13 dropped (25.76%). Turnover proxy 27.7%. Largest increases: Quest Diagnostics Inc 1.98% to 2.22%; Home Depot Inc/The 1.89% to 2.1%; Costco Wholesale Corp 2.08% to 2.25%; Monster Beverage Corp 1.81% to 1.96%; General Dynamics Corp 1.99% to 2.13%; Garmin Ltd 2.01% to 2.14%. Largest decreases: Expeditors International of Wa 2.22% to 1.93%; Humana Inc 1.98% to 1.7%; Moody's Corp 2.19% to 1.93%; Hershey Co/The 2.11% to 1.93%; Zoetis Inc 2.17% to 2%; Cerner Corp 2.02% to 1.87%. New: Amphenol Corp (2.21%), Keysight Technologies Inc (2.18%), Laboratory Corp of America Hol (2.09%), Paychex Inc (2.07%), Aflac Inc (2.02%), Emerson Electric Co (1.99%). Gone: Edwards Lifesciences Corp (2.27%), United Parcel Service Inc (2.26%), NIKE Inc (2.24%), Microsoft Corp (2.03%), Electronic Arts Inc (1.99%), AMETEK Inc (1.96%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 24 Nov 2021 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/50 positions became 50: 16 added (31.68% of the fund), 16 dropped (32.14%). Turnover proxy 34.1%. Largest increases: NIKE Inc 1.8% to 2.24%; Zoetis Inc 1.85% to 2.17%; Merck & Co Inc 1.76% to 2.03%; Costco Wholesale Corp 1.85% to 2.08%; United Parcel Service Inc 2.04% to 2.26%; Walmart Inc 1.79% to 1.96%. Largest decreases: General Dynamics Corp 2.25% to 1.99%; 3M Co 2.21% to 1.95%; Automatic Data Processing Inc 2.23% to 2.01%; Cisco Systems Inc/Delaware 2.17% to 1.96%; Aon PLC 2.11% to 1.95%; Lockheed Martin Corp 2.02% to 1.88%. New: Edwards Lifesciences Corp (2.27%), Moody's Corp (2.19%), Agilent Technologies Inc (2.14%), S&P Global Inc (2.12%), Northrop Grumman Corp (2.05%), Cerner Corp (2.02%). Gone: Seagate Technology PLC (2.41%), Alphabet Inc (2.27%), Tractor Supply Co (2.14%), Texas Instruments Inc (2.12%), Cummins Inc (2.08%), O'Reilly Automotive Inc (2.07%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 19 Aug 2021 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/50 positions became 50: 18 added (36% of the fund), 18 dropped (35.41%). Turnover proxy 38.2%. Largest increases: Tractor Supply Co 1.77% to 2.14%; Lockheed Martin Corp 1.77% to 2.02%; 3M Co 1.97% to 2.21%; General Dynamics Corp 2.02% to 2.25%; Expeditors International of Wa 1.97% to 2.2%; Aon PLC 1.91% to 2.11%. Largest decreases: Monster Beverage Corp 2.21% to 1.89%; Amphenol Corp 2.19% to 1.91%; Allstate Corp/The 2.29% to 2.02%; Garmin Ltd 2.33% to 2.07%; Electronic Arts Inc 2.1% to 1.85%; CSX Corp 2.18% to 1.96%. New: Seagate Technology PLC (2.41%), Automatic Data Processing Inc (2.23%), Cisco Systems Inc/Delaware (2.17%), Microsoft Corp (2.11%), Cummins Inc (2.08%), O'Reilly Automotive Inc (2.07%). Gone: Honeywell International Inc (2.34%), Estee Lauder Cos Inc/The (2.29%), Eli Lilly and Co (2.23%), WW Grainger Inc (2.05%), UnitedHealth Group Inc (2.05%), Bio-Rad Laboratories Inc (2.02%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 25 May 2021 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/50 positions became 50: 17 added (34.17% of the fund), 17 dropped (34.2%). Turnover proxy 36.6%. Largest increases: Eli Lilly and Co 1.72% to 2.23%; Garmin Ltd 1.84% to 2.33%; Alphabet Inc 1.89% to 2.16%; Electronic Arts Inc 1.84% to 2.1%; Accenture PLC 1.98% to 2.19%; Estee Lauder Cos Inc/The 2.14% to 2.29%. Largest decreases: Dollar General Corp 2.16% to 1.83%; Zoetis Inc 2.23% to 1.95%; Lockheed Martin Corp 2.03% to 1.77%; Expeditors International of Wa 2.2% to 1.97%; Air Products and Chemicals Inc 1.98% to 1.77%; Union Pacific Corp 2.11% to 1.91%. New: Honeywell International Inc (2.34%), Allstate Corp/The (2.29%), Monster Beverage Corp (2.21%), Amphenol Corp (2.19%), CSX Corp (2.18%), Texas Instruments Inc (2.07%). Gone: NIKE Inc (2.53%), Target Corp (2.51%), Apple Inc (2.32%), Adobe Inc (2.22%), Church & Dwight Co Inc (2.14%), Take-Two Interactive Software (2.14%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 19 Feb 2021 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/50 positions became 50: 14 added (28.13% of the fund), 14 dropped (27.27%). Turnover proxy 32.1%. Largest increases: Target Corp 2% to 2.51%; NIKE Inc 2.06% to 2.53%; Walmart Inc 1.71% to 2.05%; Lockheed Martin Corp 1.72% to 2.03%; Costco Wholesale Corp 1.8% to 2.11%; Pfizer Inc 1.67% to 1.98%. Largest decreases: eBay Inc 2.65% to 1.74%; Cisco Systems Inc 2.07% to 1.64%; Garmin Ltd 2.24% to 1.84%; Regeneron Pharmaceuticals Inc 2.07% to 1.68%; Accenture PLC 2.32% to 1.98%; Electronic Arts Inc 2.17% to 1.84%. New: Adobe Inc (2.22%), Dollar General Corp (2.16%), Church & Dwight Co Inc (2.14%), Union Pacific Corp (2.11%), WW Grainger Inc (2.09%), AMETEK Inc (2.07%). Gone: PPG Industries Inc (2.15%), F5 Networks Inc (2.12%), Monster Beverage Corp (2.11%), Agilent Technologies Inc (2.1%), PACCAR Inc (2.09%), Booking Holdings Inc (2.05%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 24 Nov 2020 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/50 positions became 50: 24 added (49.75% of the fund), 24 dropped (45.1%). Turnover proxy 51.5%. Largest increases: PPG Industries Inc 1.63% to 2.15%; Accenture PLC 1.95% to 2.32%; Visa Inc 1.97% to 2.15%; Marsh & McLennan Cos Inc 1.89% to 2.06%; Honeywell International Inc 1.82% to 1.97%; Alphabet Inc 1.96% to 2.09%. Largest decreases: Walmart Inc 2.47% to 1.71%; Newmont Corp 2.6% to 1.97%; Progressive Corp/The 2.42% to 1.83%; Costco Wholesale Corp 2.34% to 1.8%; Eli Lilly and Co 2.48% to 1.97%; Johnson & Johnson 2.2% to 1.75%. New: eBay Inc (2.65%), Apple Inc (2.44%), Facebook Inc (2.39%), Garmin Ltd (2.24%), Electronic Arts Inc (2.17%), Maxim Integrated Products Inc (2.16%). Gone: Microsoft Corp (2.36%), American Tower Corp (2.33%), Mondelez International Inc (2.27%), Oracle Corp (2.19%), Air Products & Chemicals Inc (2.1%), Bristol-Myers Squibb Co (2.09%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 21 Aug 2020 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/50 positions became 50: 12 added (24.45% of the fund), 12 dropped (24.24%). Turnover proxy 28.4%. Largest increases: Walmart Inc 1.88% to 2.47%; Costco Wholesale Corp 1.83% to 2.34%; Progressive Corp/The 1.94% to 2.42%; American Tower Corp 1.89% to 2.33%; Oracle Corp 1.83% to 2.19%; PepsiCo Inc 1.89% to 2.12%. Largest decreases: Phillips 66 1.96% to 1.3%; Fidelity National Financial In 1.88% to 1.31%; Emerson Electric Co 2.09% to 1.53%; PPG Industries Inc 2.03% to 1.63%; Northern Trust Corp 2.12% to 1.72%; Southwest Airlines Co 1.9% to 1.62%. New: Amazon.com Inc (2.61%), Newmont Corp (2.6%), Mondelez International Inc (2.27%), Monster Beverage Corp (2.09%), Bristol-Myers Squibb Co (2.09%), Agilent Technologies Inc (1.99%). Gone: UnitedHealth Group Inc (2.26%), Boston Scientific Corp (2.22%), Illinois Tool Works Inc (2.14%), Garmin Ltd (2.1%), Walt Disney Co/The (2.08%), Fiserv Inc (2.06%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 26 May 2020 12:00:00 GMThttps://themulden.com/funds/ftcs/https://themulden.com/funds/ftcs/50 positions became 50: 13 added (25.26% of the fund), 13 dropped (25.25%). Turnover proxy 27.9%. Largest increases: UnitedHealth Group Inc 1.7% to 2.26%; Pfizer Inc 1.69% to 2.03%; Boston Scientific Corp 1.94% to 2.22%; Walt Disney Co/The 1.87% to 2.08%; Eli Lilly & Co 2.11% to 2.28%; Johnson & Johnson 2% to 2.15%. Largest decreases: Baxter International Inc 2.12% to 1.79%; American Tower Corp 2.16% to 1.89%; Stryker Corp 2.09% to 1.84%; Zoetis Inc 2.2% to 1.95%; Costco Wholesale Corp 2.06% to 1.83%; PepsiCo Inc 2.12% to 1.89%. New: Fiserv Inc (2.06%), 3M Co (2.04%), PPG Industries Inc (2.03%), NIKE Inc (1.99%), Lockheed Martin Corp (1.97%), Phillips 66 (1.96%). Gone: Procter & Gamble Co/The (2.18%), Estee Lauder Cos Inc/The (2.1%), FleetCor Technologies Inc (2%), Ingersoll-Rand PLC (1.99%), Mastercard Inc (1.98%), CSX Corp (1.98%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 25 Feb 2020 12:00:00 GMT