Each N-PORT filing of KAT 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/kat/https://themulden.com/funds/kat/33 positions became 34: 4 added (9.16% of the fund), 3 dropped (3.18%). Turnover proxy 20.4%. Largest increases: Centene Corp 1.67% to 3.45%; Markel Group Inc 3.72% to 5.4%; UnitedHealth Group Inc 1.75% to 2.93%; Samsung Electronics Co Ltd 2.64% to 3.78%; Samsung Electronics Co Ltd 0.09% to 0.93%; SPDR Gold MiniShares Trust 0.62% to 1.46%. Largest decreases: First American Treasury Obliga 5.96% to 2.64%; Berkshire Hathaway Inc 3.4% to 0.53%; Novartis AG 3.38% to 1.06%; Occidental Petroleum Corp 7.53% to 5.5%; McKesson Corp 5.79% to 4.14%; Franco-Nevada Corp 4.49% to 2.86%. New: Amazon.com Inc (4.54%), Stryker Corp (2.24%), A O Smith Corp (1.25%), SK hynix Inc (1.13%). Gone: Booking Holdings Inc (2.03%), Samsung Electronics Co Ltd (0.76%), iShares Silver Trust (0.39%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 Aug 2026 12:00:00 GMThttps://themulden.com/funds/kat/https://themulden.com/funds/kat/37 positions became 33: 1 added (0.09% of the fund), 5 dropped (5.75%). Turnover proxy 14.8%. Largest increases: First American Treasury Obliga 0.82% to 5.96%; Occidental Petroleum Corp 3.4% to 7.53%; Agilent Technologies Inc 2.01% to 3.03%; Meta Platforms Inc 3.01% to 3.83%; Samsung Electronics Co Ltd 1.94% to 2.64%; Adobe Inc 2.31% to 2.84%. Largest decreases: Booking Holdings Inc 3.97% to 2.03%; Microsoft Corp 5.78% to 4.17%; Centene Corp 2.69% to 1.67%; iShares Silver Trust 1.3% to 0.39%; Brookfield Corp 4.22% to 3.57%; Berkshire Hathaway Inc 3.94% to 3.4%. New: Samsung Electronics Co Ltd (0.09%). Gone: Oracle Corp (2.89%), Smith & Nephew PLC (1.01%), Donaldson Co Inc (0.99%), Smith & Nephew PLC (0.85%), Accenture PLC (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 29 May 2026 12:00:00 GMThttps://themulden.com/funds/kat/https://themulden.com/funds/kat/39 positions became 37: 2 added (5% of the fund), 4 dropped (8.26%). Turnover proxy 14.8%. Largest increases: Booking Holdings Inc 2.18% to 3.97%; Otis Worldwide Corp 2.04% to 3.49%; Zoetis Inc 2.53% to 3.62%; UnitedHealth Group Inc 0.99% to 2.06%; iShares Silver Trust 0.42% to 1.3%; Samsung Electronics Co Ltd 1.37% to 1.94%. Largest decreases: Oracle Corp 4.75% to 2.89%; Occidental Petroleum Corp 4.32% to 3.4%; Donaldson Co Inc 1.78% to 0.99%; First American Treasury Obliga 1.58% to 0.82%; Novartis AG 4.1% to 3.53%; Hershey Co/The 2.86% to 2.52%. New: Meta Platforms Inc (3.01%), Marsh & McLennan Cos Inc (1.98%). Gone: Fiserv Inc (3.89%), Comcast Corp (2.12%), Heineken NV (1.27%), IFF (0.97%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Feb 2026 12:00:00 GMT