Each N-PORT filing of GTOP 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/gtop/https://themulden.com/funds/gtop/37 positions became 38: 5 added (9.33% of the fund), 4 dropped (7.34%). Turnover proxy 19%. Largest increases: MICRON TECHNOLOGY INC 2.61% to 4.41%; ADVANCED MICRO DEVICES INC 2.49% to 4.14%; ALPHABET INC 9.21% to 10.54%; MASTERCARD INC 2.1% to 2.91%; MARVELL TECHNOLOGY INC 1.71% to 2.39%; MICROSOFT CORP 4.3% to 4.95%. Largest decreases: NVIDIA CORP 13.96% to 12.01%; TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD 4.88% to 3.22%; APPLIED MATERIALS INC 2.96% to 1.53%; MOTOROLA SOLUTIONS INC 2.21% to 1.22%; VISA INC 2.6% to 1.65%; SPOTIFY TECHNOLOGY SA 1.89% to 1.19%. New: PALO ALTO NETWORKS INC (2.61%), CISCO SYSTEMS INC (2.57%), DELL TECHNOLOGIES INC (1.63%), DIGITAL REALTY TRUST INC (1.46%), CROWDSTRIKE HOLDINGS INC (1.06%). Gone: Tesla Inc (2.93%), Shopify Inc (2.05%), Datadog Inc (1.27%), Intuit Inc (1.09%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 24 Jul 2026 12:00:00 GMT