<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>IMCB filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of IMCB 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>IMCB: filing for 2026-04-30 -- 3 added, 1 dropped, turnover 8.2%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>404 positions became 406: 3 added (0.15% of the fund), 1 dropped (0.12%). Turnover proxy 8.2%. Largest increases: Sandisk Corp. 0.5% to 1.07%; Marvell Technology, Inc. 0.5% to 1%; Seagate Technology Holdings plc 0.62% to 1.05%; Western Digital Corp. 0.64% to 1.02%; Vertiv Holdings Co. 0.52% to 0.86%; Corning, Inc. 0.58% to 0.86%. Largest decreases: NIKE, Inc. 0.52% to 0.35%; Royal Caribbean Cruises Ltd. 0.61% to 0.46%; Becton Dickinson &amp;amp; Co. 0.43% to 0.3%; Cognizant Technology Solutions Corp. 0.29% to 0.18%; TransDigm Group, Inc. 0.57% to 0.46%; Arthur J Gallagher &amp;amp; Co. 0.47% to 0.37%. New: Medline, Inc. (0.13%), Corebridge Financial, Inc. (0.01%), Hologic, Inc. (0%). Gone: Hologic, Inc. (0.12%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Jun 2026 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2026-01-31 -- 55 added, 60 dropped, turnover 19%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>409 positions became 404: 55 added (17.1% of the fund), 60 dropped (7.89%). Turnover proxy 19%. Largest increases: Western Digital Corp. 0.44% to 0.64%; Seagate Technology Holdings plc 0.44% to 0.62%; Newmont Corp. 0.75% to 0.92%; Freeport-McMoRan, Inc. 0.49% to 0.64%; CoreWeave, Inc. 0.06% to 0.17%; Cummins, Inc. 0.51% to 0.59%. Largest decreases: ROBLOX Corp. 0.59% to 0.31%; Coinbase Global, Inc. 0.61% to 0.33%; Cloudflare, Inc. 0.65% to 0.41%; Axon Enterprise, Inc. 0.46% to 0.27%; Marvell Technology, Inc. 0.68% to 0.5%; Alnylam Pharmaceuticals, Inc. 0.48% to 0.32%. New: PNC Financial Services Group, Inc. (The) (0.65%), CRH plc (0.61%), Williams Cos., Inc. (The) (0.61%), United Parcel Service, Inc. (0.58%), Elevance Health, Inc. (0.57%), TransDigm Group, Inc. (0.57%). Gone: Capital One Financial Corp. (1.19%), Robinhood Markets, Inc. (0.91%), Snowflake, Inc. (0.76%), Amrize Ltd. (0.22%), Kellanova (0.19%), Amcor plc (0.15%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Mar 2026 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2025-10-31 -- 2 added, 0 dropped, turnover 5.8%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>407 positions became 409: 2 added (0.26% of the fund), 0 dropped (0%). Turnover proxy 5.8%. Largest increases: Robinhood Markets, Inc. 0.65% to 0.91%; Western Digital Corp. 0.23% to 0.44%; Warner Bros Discovery, Inc. 0.26% to 0.43%; Insmed, Inc. 0.17% to 0.34%; Seagate Technology Holdings plc 0.28% to 0.44%; Corning, Inc. 0.41% to 0.57%. Largest decreases: Trade Desk, Inc. (The) 0.34% to 0.19%; ROBLOX Corp. 0.72% to 0.59%; Kenvue, Inc. 0.32% to 0.21%; Flutter Entertainment plc 0.43% to 0.33%; Roper Technologies, Inc. 0.51% to 0.4%; Air Products &amp;amp; Chemicals, Inc. 0.55% to 0.46%. New: Amrize Ltd. (0.22%), Circle Internet Group, Inc. (0.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 23 Dec 2025 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2025-07-31 -- 26 added, 55 dropped, turnover 15.1%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>436 positions became 407: 26 added (7.71% of the fund), 55 dropped (8.73%). Turnover proxy 15.1%. Largest increases: Capital One Financial Corp. 0.65% to 1.18%; Robinhood Markets, Inc. 0.24% to 0.65%; ROBLOX Corp. 0.35% to 0.72%; Coinbase Global, Inc. 0.4% to 0.65%; Cloudflare, Inc. 0.35% to 0.55%; Vistra Corp. 0.41% to 0.61%. Largest decreases: Centene Corp. 0.28% to 0.11%; Copart, Inc. 0.5% to 0.33%; Fair Isaac Corp. 0.45% to 0.29%; Charter Communications, Inc. 0.36% to 0.22%; BlackRock Funds III 0.21% to 0.1%; Molina Healthcare, Inc. 0.18% to 0.07%. New: Emerson Electric Co. (0.71%), US Bancorp (0.6%), Marvell Technology, Inc. (0.6%), CSX Corp. (0.58%), EOG Resources, Inc. (0.57%), Air Products &amp;amp; Chemicals, Inc. (0.55%). Gone: MicroStrategy, Inc. (0.87%), Arthur J Gallagher &amp;amp; Co. (0.75%), Williams Cos., Inc. (The) (0.67%), DoorDash, Inc. (0.65%), Fortinet, Inc. (0.64%), AppLovin Corp. (0.59%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Sep 2025 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2025-04-30 -- 0 added, 2 dropped, turnover 6.1%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>438 positions became 436: 0 added (0% of the fund), 2 dropped (0.07%). Turnover proxy 6.1%. Largest increases: MicroStrategy, Inc. 0.51% to 0.87%; Newmont Corp. 0.42% to 0.57%; AutoZone, Inc. 0.49% to 0.6%; Cencora, Inc. 0.38% to 0.48%; Arthur J Gallagher &amp;amp; Co. 0.65% to 0.75%; Kroger Co. (The) 0.36% to 0.46%. Largest decreases: Trade Desk, Inc. (The) 0.46% to 0.23%; Block, Inc. 0.44% to 0.31%; Delta Air Lines, Inc. 0.38% to 0.25%; Coinbase Global, Inc. 0.51% to 0.4%; Lululemon Athletica, Inc. 0.39% to 0.27%; United Airlines Holdings, Inc. 0.3% to 0.21%. Gone: Aspen Technology, Inc. (0.06%), Millrose Properties, Inc. (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 Jun 2025 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2025-01-31 -- 32 added, 45 dropped, turnover 11.5%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>451 positions became 438: 32 added (7.18% of the fund), 45 dropped (5.36%). Turnover proxy 11.5%. Largest increases: AppLovin Corp. 0.32% to 0.67%; Coinbase Global, Inc. 0.33% to 0.51%; Atlassian Corp. 0.27% to 0.42%; DoorDash, Inc. 0.44% to 0.59%; Axon Enterprise, Inc. 0.28% to 0.41%; Royal Caribbean Cruises Ltd. 0.45% to 0.57%. Largest decreases: Edison International 0.29% to 0.18%; Microchip Technology, Inc. 0.36% to 0.25%; Lennar Corp. 0.37% to 0.27%; PG&amp;amp;E Corp. 0.4% to 0.3%; DR Horton, Inc. 0.46% to 0.37%; Crown Castle, Inc. 0.43% to 0.34%. New: Arthur J Gallagher &amp;amp; Co. (0.65%), Roper Technologies, Inc. (0.53%), Snowflake, Inc. (0.52%), Schlumberger NV (0.49%), Airbnb, Inc. (0.49%), MetLife, Inc. (0.44%). Gone: Palantir Technologies, Inc. (0.76%), GE Vernova, Inc. (0.76%), Carrier Global Corp. (0.56%), Marathon Oil Corp. (0.14%), Aptiv plc (0.13%), Crown Holdings, Inc. (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Mar 2025 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2024-10-31 -- 4 added, 4 dropped, turnover 6.4%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>451 positions became 451: 4 added (0.98% of the fund), 4 dropped (1.24%). Turnover proxy 6.4%. Largest increases: GE Vernova, Inc. 0.47% to 0.76%; Palantir Technologies, Inc. 0.51% to 0.76%; AppLovin Corp. 0.15% to 0.32%; MicroStrategy, Inc. 0.24% to 0.39%; Vistra Corp. 0.25% to 0.37%; DoorDash, Inc. 0.33% to 0.44%. Largest decreases: Moderna, Inc. 0.38% to 0.17%; Humana, Inc. 0.42% to 0.29%; Valero Energy Corp. 0.5% to 0.38%; Coinbase Global, Inc. 0.42% to 0.33%; Centene Corp. 0.39% to 0.3%; Dollar General Corp. 0.25% to 0.16%. New: TE Connectivity plc (0.42%), Ferguson Enterprises, Inc. (0.37%), Super Micro Computer, Inc. (0.13%), Sirius XM Holdings, Inc. (0.06%). Gone: TE Connectivity Ltd. (0.45%), Ferguson plc (0.43%), Super Micro Computer, Inc. (0.33%), Sirius XM Holdings, Inc. (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 Dec 2024 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2024-07-31 -- 35 added, 43 dropped, turnover 12.2%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>459 positions became 451: 35 added (7.88% of the fund), 43 dropped (7.58%). Turnover proxy 12.2%. Largest increases: Howmet Aerospace, Inc. 0.26% to 0.37%; Alnylam Pharmaceuticals, Inc. 0.18% to 0.28%; Palantir Technologies, Inc. 0.41% to 0.51%; Fair Isaac Corp. 0.28% to 0.38%; HP, Inc. 0.25% to 0.34%; Dell Technologies, Inc. 0.2% to 0.29%. Largest decreases: Dexcom, Inc. 0.49% to 0.26%; Edwards Lifesciences Corp. 0.52% to 0.36%; Estee Lauder Cos., Inc. (The) 0.35% to 0.22%; Super Micro Computer, Inc. 0.43% to 0.33%; Block, Inc. 0.41% to 0.33%; Ford Motor Co. 0.49% to 0.41%. New: Norfolk Southern Corp. (0.54%), AutoZone, Inc. (0.52%), Valero Energy Corp. (0.5%), Sempra (0.48%), Aflac, Inc. (0.47%), GE Vernova, Inc. (0.47%). Gone: Trane Technologies plc (0.74%), Crowdstrike Holdings, Inc. (0.68%), NXP Semiconductors NV (0.67%), TransDigm Group, Inc. (0.67%), Constellation Energy Corp. (0.58%), Marvell Technology, Inc. (0.56%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Sep 2024 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2024-04-30 -- 2 added, 4 dropped, turnover 5.3%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>461 positions became 459: 2 added (0.39% of the fund), 4 dropped (0.65%). Turnover proxy 5.3%. Largest increases: Constellation Energy Corp. 0.4% to 0.58%; Super Micro Computer, Inc. 0.26% to 0.43%; Trane Technologies plc 0.61% to 0.74%; Coinbase Global, Inc. 0.23% to 0.36%; Vertiv Holdings Co. 0.19% to 0.31%; Vistra Corp. 0.14% to 0.26%. Largest decreases: Atlassian Corp. 0.38% to 0.25%; MSCI, Inc. 0.5% to 0.38%; Workday, Inc. 0.64% to 0.52%; Autodesk, Inc. 0.57% to 0.46%; Crown Castle, Inc. 0.5% to 0.41%; Cognizant Technology Solutions Corp. 0.41% to 0.34%. New: Corpay, Inc. (0.21%), Cooper Cos., Inc. (The) (0.18%). Gone: Splunk, Inc. (0.24%), FleetCor Technologies, Inc. (0.21%), Cooper Cos., Inc. (The) (0.19%), N/A (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 25 Jun 2024 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2024-01-31 -- 40 added, 53 dropped, turnover 14%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>474 positions became 461: 40 added (11.8% of the fund), 53 dropped (5.06%). Turnover proxy 14%. Largest increases: Crowdstrike Holdings, Inc. 0.52% to 0.7%; BlackRock Funds III 0.12% to 0.23%; Block, Inc. 0.29% to 0.38%; United Rentals, Inc. 0.36% to 0.45%; Workday, Inc. 0.57% to 0.64%; Marvell Technology, Inc. 0.53% to 0.59%. Largest decreases: Newmont Corp. 0.56% to 0.41%; DuPont de Nemours, Inc. 0.44% to 0.28%; Baker Hughes Co. 0.45% to 0.3%; Exelon Corp. 0.51% to 0.37%; Halliburton Co. 0.46% to 0.34%; Cheniere Energy, Inc. 0.52% to 0.41%. New: Autodesk, Inc. (0.57%), General Motors Co. (0.56%), Truist Financial Corp. (0.52%), Travelers Cos., Inc. (The) (0.51%), Edwards Lifesciences Corp. (0.5%), Crown Castle, Inc. (0.5%). Gone: Parker-Hannifin Corp. (0.62%), Seagen, Inc. (0.39%), Bunge Ltd. (0.21%), Tetra Tech, Inc. (0.1%), Lear Corp. (0.1%), Shockwave Medical, Inc. (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 26 Mar 2024 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2023-10-31 -- 4 added, 7 dropped, turnover 6.2%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>477 positions became 474: 4 added (0.27% of the fund), 7 dropped (0.66%). Turnover proxy 6.2%. Largest increases: Newmont Corp. 0.39% to 0.56%; ONEOK, Inc. 0.34% to 0.5%; PG&amp;amp;E Corp. 0.32% to 0.45%; Constellation Energy Corp. 0.36% to 0.47%; Splunk, Inc. 0.19% to 0.29%; Crowdstrike Holdings, Inc. 0.41% to 0.52%. Largest decreases: Block, Inc. 0.5% to 0.29%; ON Semiconductor Corp. 0.53% to 0.35%; Align Technology, Inc. 0.31% to 0.17%; Illumina, Inc. 0.34% to 0.23%; Marvell Technology, Inc. 0.64% to 0.53%; ResMed, Inc. 0.37% to 0.27%. New: Liberty Media Corp.-Liberty Formula One (0.18%), Liberty Media Corp.-Liberty SiriusXM (0.05%), Liberty Media Corp.-Liberty SiriusXM (0.02%), Liberty Media Corp.-Liberty Formula One (0.02%). Gone: Horizon Therapeutics plc (0.26%), Liberty Media Corp.-Liberty Formula One (0.17%), Black Knight, Inc. (0.13%), Liberty Media Corp.-Liberty SiriusXM (0.06%), Liberty Media Corp.-Liberty SiriusXM (0.03%), Liberty Media Corp.-Liberty Formula One (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 26 Dec 2023 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2023-07-31 -- 34 added, 62 dropped, turnover 13.9%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>505 positions became 477: 34 added (10.56% of the fund), 62 dropped (6.03%). Turnover proxy 13.9%. Largest increases: Palantir Technologies, Inc. 0.18% to 0.4%; Marvell Technology, Inc. 0.44% to 0.64%; ON Semiconductor Corp. 0.4% to 0.53%; MongoDB, Inc. 0.22% to 0.34%; Datadog, Inc. 0.22% to 0.33%; Carrier Global Corp. 0.45% to 0.57%. Largest decreases: BlackRock Funds III 0.28% to 0.14%; Hershey Co. (The) 0.52% to 0.39%; Mettler-Toledo International, Inc. 0.43% to 0.31%; Ulta Beauty, Inc. 0.37% to 0.25%; Xcel Energy, Inc. 0.5% to 0.39%; Newmont Corp. 0.49% to 0.39%. New: NXP Semiconductors NV (0.66%), TE Connectivity Ltd. (0.51%), Capital One Financial Corp. (0.51%), American International Group, Inc. (0.49%), Williams Cos., Inc. (The) (0.48%), Exelon Corp. (0.47%). Gone: Arthur J Gallagher &amp;amp; Co. (0.57%), Biogen, Inc. (0.57%), Arista Networks, Inc. (0.52%), Las Vegas Sands Corp. (0.27%), Life Storage, Inc. (0.15%), AptarGroup, Inc. (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 27 Sep 2023 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2023-04-30 -- 1 added, 3 dropped, turnover 5.6%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>507 positions became 505: 1 added (0.38% of the fund), 3 dropped (0.43%). Turnover proxy 5.6%. Largest increases: BlackRock Funds III 0.1% to 0.28%; Arista Networks, Inc. 0.39% to 0.52%; Seagen, Inc. 0.24% to 0.36%; Hershey Co. (The) 0.41% to 0.52%; West Pharmaceutical Services, Inc. 0.24% to 0.35%; Trade Desk, Inc. (The) 0.28% to 0.37%. Largest decreases: First Republic Bank 0.32% to 0.01%; Albemarle Corp. 0.41% to 0.28%; Block, Inc. 0.54% to 0.43%; State Street Corp. 0.41% to 0.33%; KeyCorp 0.22% to 0.14%; Halliburton Co. 0.46% to 0.39%. New: GE HealthCare Technologies, Inc. (0.38%). Gone: SVB Financial Group (0.22%), STORE Capital Corp. (0.11%), Signature Bank (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 26 Jun 2023 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2023-01-31 -- 39 added, 56 dropped, turnover 12.7%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>524 positions became 507: 39 added (7.75% of the fund), 56 dropped (8.89%). Turnover proxy 12.7%. Largest increases: Horizon Therapeutics plc 0.19% to 0.31%; IDEXX Laboratories, Inc. 0.4% to 0.49%; United Rentals, Inc. 0.29% to 0.38%; Microchip Technology, Inc. 0.45% to 0.53%; DuPont de Nemours, Inc. 0.38% to 0.45%; Las Vegas Sands Corp. 0.17% to 0.24%. Largest decreases: Rivian Automotive, Inc. 0.25% to 0.13%; Coterra Energy, Inc. 0.33% to 0.24%; Baxter International, Inc. 0.36% to 0.28%; CF Industries Holdings, Inc. 0.28% to 0.2%; U-Haul Holding Co. 0.07% to 0.01%; ZoomInfo Technologies, Inc. 0.16% to 0.09%. New: Block, Inc. (0.54%), Nucor Corp. (0.54%), Newmont Corp. (0.52%), Simon Property Group, Inc. (0.52%), Dow, Inc. (0.52%), Marvell Technology, Inc. (0.45%). Gone: Devon Energy Corp. (0.67%), Phillips 66 (0.66%), AutoZone, Inc. (0.65%), Cheniere Energy, Inc. (0.58%), Motorola Solutions, Inc. (0.55%), Enphase Energy, Inc. (0.55%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Mar 2023 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2022-10-31 -- 4 added, 9 dropped, turnover 7.5%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>529 positions became 524: 4 added (0.31% of the fund), 9 dropped (1.29%). Turnover proxy 7.5%. Largest increases: Devon Energy Corp. 0.48% to 0.67%; Rivian Automotive, Inc. 0.07% to 0.25%; Biogen, Inc. 0.39% to 0.54%; Cheniere Energy, Inc. 0.44% to 0.58%; Constellation Energy Corp. 0.27% to 0.41%; Hess Corp. 0.39% to 0.52%. Largest decreases: SVB Financial Group 0.3% to 0.18%; Generac Holdings, Inc. 0.21% to 0.1%; Welltower, Inc. 0.49% to 0.37%; BlackRock Funds III 0.25% to 0.14%; HP, Inc. 0.44% to 0.33%; Match Group, Inc. 0.26% to 0.16%. New: Jacobs Solutions, Inc. (0.19%), Annaly Capital Management, Inc. (0.11%), N/A (0.01%), Getty Images Holdings, Inc. (0%). Gone: Duke Realty Corp (0.3%), Jacobs Engineering Group Inc (0.22%), Citrix Systems Inc (0.16%), Alleghany Corp (0.14%), Annaly Capital Management Inc (0.13%), American Campus Communities Inc (0.11%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 23 Dec 2022 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2022-07-31 -- 53 added, 90 dropped, turnover 15.8%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>566 positions became 529: 53 added (10.72% of the fund), 90 dropped (11.52%). Turnover proxy 15.8%. Largest increases: Enphase Energy Inc 0.26% to 0.48%; VICI Properties Inc 0.23% to 0.41%; BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES 0.15% to 0.25%; Take-Two Interactive Software Inc 0.17% to 0.26%; ON Semiconductor Corp 0.27% to 0.36%; SolarEdge Technologies Inc 0.16% to 0.25%. Largest decreases: Expedia Group Inc 0.32% to 0.2%; Royal Caribbean Cruises Ltd 0.21% to 0.11%; Delta Air Lines Inc 0.33% to 0.25%; Lyft Inc 0.12% to 0.05%; Zendesk Inc 0.18% to 0.11%; Baxter International Inc 0.43% to 0.37%. New: Agilent Technologies Inc (0.5%), MSCI Inc (0.48%), Microchip Technology Inc (0.48%), Electronic Arts Inc (0.46%), Carrier Global Corp (0.43%), Trane Technologies PLC (0.43%). Gone: Archer-Daniels-Midland Co (0.61%), Occidental Petroleum Corp (0.59%), Centene Corp (0.57%), McKesson Corp (0.56%), Valero Energy Corp (0.55%), Sysco Corp (0.53%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Sep 2022 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2022-04-30 -- 7 added, 5 dropped, turnover 7.1%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>564 positions became 566: 7 added (0.77% of the fund), 5 dropped (0.55%). Turnover proxy 7.1%. Largest increases: Occidental Petroleum Corp 0.38% to 0.59%; Nucor Corp 0.33% to 0.51%; Valero Energy Corp 0.39% to 0.55%; Archer-Daniels-Midland Co 0.48% to 0.61%; McKesson Corp 0.45% to 0.56%; M&amp;amp;T Bank Corp 0.25% to 0.36%. Largest decreases: EPAM Systems Inc 0.31% to 0.18%; Okta Inc 0.33% to 0.21%; State Street Corp 0.39% to 0.3%; Carvana Co 0.16% to 0.07%; Roku Inc 0.22% to 0.13%; Stanley Black &amp;amp; Decker Inc 0.32% to 0.24%. New: Warner Bros Discovery Inc (0.49%), Constellation Energy Corp (0.23%), Core Scientific Inc (0.02%), Aurora Innovation Inc (0.01%), Samsara Inc (0.01%), Cvent Holding Corp (0.01%). Gone: Nuance Communications Inc (0.18%), CyrusOne Inc (0.13%), People&apos;s United Financial Inc (0.09%), Discovery Inc (0.09%), Discovery Inc (0.05%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Jun 2022 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2022-01-31 -- 52 added, 56 dropped, turnover 15.2%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>568 positions became 564: 52 added (9.24% of the fund), 56 dropped (9.63%). Turnover proxy 15.2%. Largest increases: VMware Inc 0.13% to 0.29%; Realty Income Corp 0.3% to 0.45%; McKesson Corp 0.34% to 0.45%; Archer-Daniels-Midland Co 0.39% to 0.48%; Devon Energy Corp 0.27% to 0.36%; Aflac Inc 0.35% to 0.44%. Largest decreases: Peloton Interactive Inc 0.26% to 0.09%; Dell Technologies Inc 0.33% to 0.19%; HubSpot Inc 0.39% to 0.25%; Generac Holdings Inc 0.34% to 0.2%; Enphase Energy Inc 0.33% to 0.22%; Carvana Co 0.27% to 0.16%. New: Centene Corp (0.52%), Baxter International Inc (0.49%), HP Inc (0.48%), General Mills Inc (0.48%), Sysco Corp (0.46%), Parker-Hannifin Corp (0.46%). Gone: Dexcom Inc (0.65%), Airbnb Inc (0.62%), Marvell Technology Inc (0.6%), Cloudflare Inc (0.55%), Palo Alto Networks Inc (0.53%), Cadence Design Systems Inc (0.51%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 29 Mar 2022 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2021-10-31 -- 3 added, 6 dropped, turnover 6.6%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>571 positions became 568: 3 added (0.47% of the fund), 6 dropped (0.81%). Turnover proxy 6.6%. Largest increases: Airbnb Inc 0.24% to 0.62%; Cloudflare Inc 0.26% to 0.55%; Datadog Inc 0.27% to 0.43%; MongoDB Inc 0.22% to 0.36%; Upstart Holdings Inc 0.02% to 0.16%; Bill.com Holdings Inc 0.15% to 0.28%. Largest decreases: Pinterest Inc 0.37% to 0.27%; Peloton Interactive Inc 0.36% to 0.26%; Corning Inc 0.37% to 0.29%; XPO Logistics Inc 0.16% to 0.09%; Discover Financial Services 0.43% to 0.36%; Zimmer Biomet Holdings Inc 0.39% to 0.32%. New: Bath &amp;amp; Body Works Inc (0.2%), Wolfspeed Inc (0.15%), SoFi Technologies Inc (0.13%). Gone: Maxim Integrated Products Inc (0.3%), L Brands Inc (0.24%), Cree Inc (0.12%), Proofpoint Inc (0.11%), Santander Consumer USA Holdings Inc (0.03%), salesforce.com Inc (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Dec 2021 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2021-07-31 -- 122 added, 56 dropped, turnover 18.9%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>505 positions became 571: 122 added (11.87% of the fund), 56 dropped (16.74%). Turnover proxy 18.9%. Largest increases: Marvell Technology Inc 0.4% to 0.56%; Dexcom Inc 0.41% to 0.57%; ResMed Inc 0.3% to 0.45%; Fortinet Inc 0.31% to 0.42%; Airbnb Inc 0.14% to 0.24%; Enphase Energy Inc 0.2% to 0.29%. Largest decreases: Southwest Airlines Co 0.41% to 0.34%; Willis Towers Watson PLC 0.37% to 0.3%; Carnival Corp 0.25% to 0.2%; Boston Beer Co Inc/The 0.12% to 0.07%; Guardant Health Inc 0.15% to 0.11%; Novocure Ltd 0.19% to 0.15%. New: SBA Communications Corp (0.42%), CoStar Group Inc (0.4%), WEC Energy Group Inc (0.34%), Seagate Technology Holdings PLC (0.2%), Devon Energy Corp (0.17%), Diamondback Energy Inc (0.16%). Gone: Freeport-McMoRan Inc (0.61%), Moderna Inc (0.6%), KLA Corp (0.54%), Ford Motor Co (0.5%), IQVIA Holdings Inc (0.5%), Johnson Controls International plc (0.5%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Sep 2021 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2021-04-30 -- 343 added, 2 dropped, turnover 65.9%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>164 positions became 505: 343 added (65.85% of the fund), 2 dropped (0.89%). Turnover proxy 65.9%. Largest increases: Chicago Mercantile Exchange 0% to 0.01%; BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES 0.16% to 0.16%. Largest decreases: Peloton Interactive Inc 1.4% to 0.29%; KLA Corp 1.62% to 0.54%; TE Connectivity Ltd 1.49% to 0.49%; Aptiv PLC 1.35% to 0.43%; Microchip Technology Inc 1.32% to 0.45%; T Rowe Price Group Inc 1.32% to 0.45%. New: Moderna Inc (0.6%), Ford Motor Co (0.5%), Johnson Controls International plc (0.5%), Sysco Corp (0.48%), EOG Resources Inc (0.47%), HP Inc (0.47%). Gone: Varian Medical Systems Inc (0.6%), Eaton Vance Corp (0.29%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Jun 2021 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2021-01-31 -- 38 added, 41 dropped, turnover 25.9%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>167 positions became 164: 38 added (23.07% of the fund), 41 dropped (19.75%). Turnover proxy 25.9%. Largest increases: Freeport-McMoRan Inc 1.13% to 1.46%; Pioneer Natural Resources Co 0.59% to 0.91%; Liberty Broadband Corp 0.98% to 1.16%; Aptiv PLC 1.17% to 1.35%; SVB Financial Group 0.68% to 0.85%; Lyft Inc 0.25% to 0.41%. Largest decreases: Ball Corp 1.31% to 1.08%; AutoZone Inc 1.19% to 0.97%; CMS Energy Corp 0.82% to 0.61%; Clorox Co/The 1.18% to 0.99%; PPG Industries Inc 1.38% to 1.19%; McCormick &amp;amp; Co Inc/MD 1.01% to 0.83%. New: KLA Corp (1.62%), Peloton Interactive Inc (1.4%), IQVIA Holdings Inc (1.27%), Xilinx Inc (1.2%), PACCAR Inc (1.18%), Yum! Brands Inc (1.14%). Gone: Twitter Inc (1.47%), Marvell Technology Group Ltd (1.12%), Corteva Inc (1.11%), Mettler-Toledo International Inc (1.08%), First Republic Bank/CA (0.98%), Moderna Inc (0.91%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 01 Apr 2021 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2020-10-31 -- 0 added, 2 dropped, turnover 5%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>169 positions became 167: 0 added (0% of the fund), 2 dropped (0.41%). Turnover proxy 5%. Largest increases: Freeport-McMoRan Inc 0.85% to 1.13%; Aptiv PLC 0.94% to 1.17%; PPG Industries Inc 1.15% to 1.38%; Ball Corp 1.09% to 1.31%; Trane Technologies PLC 1.21% to 1.43%; Twitter Inc 1.29% to 1.47%. Largest decreases: Alexandria Real Estate Equities Inc 1.02% to 0.8%; Willis Towers Watson PLC 1.23% to 1.06%; Clorox Co/The 1.34% to 1.18%; Equifax Inc 0.89% to 0.75%; Pioneer Natural Resources Co 0.72% to 0.59%; T Rowe Price Group Inc 1.42% to 1.29%. Gone: Immunomedics Inc (0.4%), Chicago Mercantile Exchange (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Dec 2020 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2020-07-31 -- 41 added, 56 dropped, turnover 29.7%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>184 positions became 169: 41 added (27.81% of the fund), 56 dropped (21.99%). Turnover proxy 29.7%. Largest increases: Wayfair Inc 0.46% to 0.82%; KKR &amp;amp; Co Inc 0.78% to 0.9%; Lennar Corp 0.79% to 0.9%; Skyworks Solutions Inc 0.99% to 1.1%; Generac Holdings Inc 0.34% to 0.45%; DR Horton Inc 0.89% to 0.99%. Largest decreases: Alexion Pharmaceuticals Inc 1.33% to 1.03%; Motorola Solutions Inc 1.38% to 1.08%; Essex Property Trust Inc 0.9% to 0.65%; Northern Trust Corp 0.94% to 0.74%; Boston Properties Inc 0.78% to 0.58%; Citrix Systems Inc 0.93% to 0.75%. New: T Rowe Price Group Inc (1.42%), TE Connectivity Ltd (1.33%), Twitter Inc (1.29%), AutoZone Inc (1.28%), Trane Technologies PLC (1.21%), Otis Worldwide Corp (1.16%). Gone: Digital Realty Trust Inc (2.2%), Centene Corp (2.18%), WEC Energy Group Inc (1.6%), AMETEK Inc (1.07%), Dollar Tree Inc (1.06%), Cincinnati Financial Corp (0.56%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Sep 2020 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2020-04-30 -- 3 added, 5 dropped, turnover 8.7%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>186 positions became 184: 3 added (1.08% of the fund), 5 dropped (1.69%). Turnover proxy 8.7%. Largest increases: Digital Realty Trust Inc 1.18% to 2.2%; Centene Corp 1.69% to 2.18%; Clorox Co/The 0.91% to 1.31%; Alexion Pharmaceuticals Inc 1.01% to 1.33%; Marvell Technology Group Ltd 0.74% to 1%; Citrix Systems Inc 0.68% to 0.93%. Largest decreases: Royal Caribbean Cruises Ltd 0.93% to 0.45%; Arch Capital Group Ltd 0.82% to 0.55%; MGM Resorts International 0.74% to 0.49%; Pioneer Natural Resources Co 1.03% to 0.83%; Spirit AeroSystems Holdings Inc 0.31% to 0.13%; Cincinnati Financial Corp 0.73% to 0.56%. New: Ingersoll Rand Inc (0.56%), Essential Utilities Inc (0.51%), Chicago Mercantile Exchange (0.02%). Gone: Aqua America Inc (0.52%), Liberty Property Trust (0.46%), Zayo Group Holdings Inc (0.38%), Gardner Denver Holdings Inc (0.22%), Sprint Corp (0.12%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Jun 2020 12:00:00 GMT</pubDate></item><item><title>IMCB: filing for 2020-01-31 -- 48 added, 49 dropped, turnover 25.8%</title><link>https://themulden.com/funds/imcb/</link><guid isPermaLink="true">https://themulden.com/funds/imcb/</guid><description>187 positions became 186: 48 added (22.56% of the fund), 49 dropped (23.05%). Turnover proxy 25.8%. Largest increases: Centene Corp 1.05% to 1.69%; Skyworks Solutions Inc 0.75% to 0.89%; Qorvo Inc 0.45% to 0.57%; Willis Towers Watson PLC 1.15% to 1.25%; Kansas City Southern 0.68% to 0.77%; Motorola Solutions Inc 1.31% to 1.4%. Largest decreases: Dollar Tree Inc 1.25% to 0.95%; Advance Auto Parts Inc 0.55% to 0.42%; Vistra Energy Corp 0.58% to 0.46%; Aptiv PLC 1.09% to 1%; Spirit AeroSystems Holdings Inc 0.4% to 0.31%; Cincinnati Financial Corp 0.82% to 0.73%. New: WEC Energy Group Inc (1.45%), Pioneer Natural Resources Co (1.03%), Fortive Corp (1.02%), Alexion Pharmaceuticals Inc (1.01%), Weyerhaeuser Co (0.99%), First Republic Bank/CA (0.86%). Gone: L3 HARRIS TECHNOLOGIES INC (2.2%), Newmont Goldcorp Corp (1.55%), AutoZone Inc (1.34%), KLA Corp (1.28%), Synchrony Financial (1.03%), M&amp;amp;T Bank Corp (1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Mar 2020 12:00:00 GMT</pubDate></item></channel></rss>