<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>LGH filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of LGH 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>LGH: filing for 2026-06-30 -- 23 added, 21 dropped, turnover 59.7%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>416 positions became 418: 23 added (20.53% of the fund), 21 dropped (0.29%). Turnover proxy 59.7%. Largest increases: NVIDIA CORP 3.26% to 6.72%; APPLE INC 2.92% to 6.19%; MICROSOFT CORP 2.16% to 3.89%; AMAZON.COM INC 1.6% to 3.32%; ALPHABET INC 1.19% to 2.87%; MICRON TECHNOLOGY INC 0.22% to 1.77%. Largest decreases: BBH SWEEP VEHICLE 59.5% to 0.14%; INTUIT INC 0.08% to 0.07%; CHARTER COMMUNICATIONS INC 0.01% to 0.01%; ZOETIS INC 0.04% to 0.03%; COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.02% to 0.02%; LEIDOS HOLDINGS INC 0.01% to 0.01%. New: DIREXION SHARES ETF TRUST (19.25%), SANDISK CORP (0.36%), HONEYWELL INTERNATIONAL INC (0.09%), HONEYWELL AEROSPACE INC (0.09%), TERADYNE INC (0.08%), CIENA CORP (0.08%). Gone: Honeywell International Inc. (0.11%), Coterra Energy Inc (0.02%), Dupont De Nemours Inc (0.01%), Hologic Inc (0.01%), Insulet Corporation (0.01%), Deckers Outdoor Corp. (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Aug 2026 12:00:00 GMT</pubDate></item><item><title>LGH: filing for 2026-03-31 -- 2 added, 1 dropped, turnover 59.5%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>415 positions became 416: 2 added (59.51% of the fund), 1 dropped (19.07%). Turnover proxy 59.5%. Largest increases: Dow Inc 0.02% to 0.02%. Largest decreases: NVIDIA Corp. 7.56% to 3.26%; Microsoft Corp. 6.14% to 2.16%; Apple Inc. 6.78% to 2.92%; Amazon.com, Inc. 3.79% to 1.6%; Broadcom Inc 2.7% to 1.13%; Meta Platforms Inc 2.51% to 1.02%. New: BBH SWEEP VEHICLE (59.5%), Versant Media Group Inc. (0%). Gone: Direxion Shares ETF Trust (19.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 29 May 2026 12:00:00 GMT</pubDate></item><item><title>LGH: filing for 2025-12-31 -- 4 added, 19 dropped, turnover 3.9%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>430 positions became 415: 4 added (0.44% of the fund), 19 dropped (0.4%). Turnover proxy 3.9%. Largest increases: Eli Lilly &amp;amp; Co. 1.2% to 1.64%; Apple Inc. 6.44% to 6.78%; Broadcom Inc 2.49% to 2.7%; Visa Inc 0.78% to 0.96%; JPMorgan Chase &amp;amp; Co. 1.16% to 1.33%; Amazon.com, Inc. 3.62% to 3.79%. Largest decreases: Microsoft Corp. 6.58% to 6.14%; Direxion Shares ETF Trust 19.49% to 19.07%; Oracle Corp. 0.59% to 0.4%; Meta Platforms Inc 2.68% to 2.51%; Netflix, Inc. 0.67% to 0.51%; Home Depot Inc. 0.54% to 0.44%. New: Applovin Corp. (0.28%), Robinhood Markets Inc (0.14%), Qnity Electronics Inc. (0.02%), Solstice Advanced Materials Inc. (0.01%). Gone: BBH SWEEP VEHICLE (0.15%), Kellanova (0.02%), The Clorox Company (0.02%), Dominos Pizza Inc. (0.02%), Carlisle Companies Inc. (0.02%), Alexandria Real Estate Equities, 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 Feb 2026 12:00:00 GMT</pubDate></item><item><title>LGH: filing for 2025-09-30 -- 0 added, 2 dropped, turnover 4.8%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>432 positions became 430: 0 added (0% of the fund), 2 dropped (0.09%). Turnover proxy 4.8%. Largest increases: NVIDIA Corp. 6.8% to 7.61%; Apple Inc. 5.7% to 6.44%; Alphabet Inc. 1.42% to 2.14%; Broadcom Inc 2.03% to 2.49%; Alphabet Inc. 1.86% to 2.31%; Tesla Inc 1.58% to 1.99%. Largest decreases: Direxion Shares ETF Trust 19.88% to 19.49%; Netflix, Inc. 0.83% to 0.67%; Eli Lilly &amp;amp; Co. 1.36% to 1.2%; Visa Inc 0.9% to 0.78%; Costco Wholesale Corporation 0.66% to 0.56%; Philip Morris International Inc. 0.42% to 0.34%. Gone: Hess Corporation (0.06%), Ansys Inc (0.04%). 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>LGH: filing for 2025-06-30 -- 4 added, 17 dropped, turnover 31.8%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>445 positions became 432: 4 added (21.31% of the fund), 17 dropped (0.32%). Turnover proxy 31.8%. Largest increases: NVIDIA Corp. 4.9% to 6.8%; Microsoft Corp. 5.19% to 6.51%; Broadcom Inc 1.3% to 2.03%; Netflix, Inc. 0.52% to 0.83%; Amazon.com, Inc. 3.24% to 3.55%; Tesla Inc 1.28% to 1.58%. Largest decreases: BBH SWEEP VEHICLE 29.35% to 0.18%; Apple Inc. 6.11% to 5.7%; UnitedHealth Group Inc. 0.85% to 0.46%; Exxon Mobil Corp. 0.93% to 0.73%; Visa Inc 1.01% to 0.9%; Berkshire Hathaway Inc. 1.26% to 1.16%. New: Direxion Shares ETF Trust (19.88%), Alphabet Inc. (1.42%), Ralliant Corp. (0.01%), Amentum Holdings, Inc. (0%). Gone: Discover Financial Services Inc. (0.05%), Masco Corporation (0.02%), Illumina Inc (0.02%), CF Industries Holdings, Inc. (0.02%), Conagra Brands Inc (0.02%), Textron Inc. (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 27 Aug 2025 12:00:00 GMT</pubDate></item><item><title>LGH: filing for 2025-03-31 -- 3 added, 12 dropped, turnover 30.2%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>454 positions became 445: 3 added (29.36% of the fund), 12 dropped (18.29%). Turnover proxy 30.2%. Largest increases: Berkshire Hathaway Inc. 1.17% to 1.26%; Philip Morris International Inc. 0.28% to 0.34%; AbbVie Inc. 0.47% to 0.51%; CVS Health Corp 0.09% to 0.12%; AT&amp;amp;T Inc 0.24% to 0.28%; Johnson &amp;amp; Johnson 0.61% to 0.64%. Largest decreases: NVIDIA Corp. 6.64% to 4.9%; Apple Inc. 7.53% to 6.11%; Microsoft Corp. 6.38% to 5.19%; Tesla Inc 2.18% to 1.28%; Amazon.com, Inc. 4.09% to 3.24%; Broadcom Inc 1.97% to 1.3%. New: BBH SWEEP VEHICLE (29.35%), Sandisk Corporation (0.01%), Millrose Properties Inc. (0%). Gone: Direxion Shares ETF Trust (18.1%), Viatris Inc (0.02%), Brown-Forman Corp. (0.02%), Kimco Realty Corporation (0.02%), Akamai Technologies, Inc. (0.02%), Evergy Inc (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 29 May 2025 12:00:00 GMT</pubDate></item><item><title>LGH: filing for 2024-12-31 -- 4 added, 18 dropped, turnover 6.3%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>468 positions became 454: 4 added (0.52% of the fund), 18 dropped (2.6%). Turnover proxy 6.3%. Largest increases: Tesla Inc 1.42% to 2.18%; Direxion Shares ETF Trust 17.45% to 18.1%; Amazon.com, Inc. 3.51% to 4.09%; NVIDIA Corp. 6.06% to 6.64%; Broadcom Inc 1.48% to 1.97%; Apple Inc. 7.08% to 7.53%. Largest decreases: Eli Lilly &amp;amp; Co. 1.47% to 1.27%; Microsoft Corp. 6.58% to 6.38%; UnitedHealth Group Inc. 1.04% to 0.89%; Advanced Micro Devices, Inc. 0.4% to 0.29%; Exxon Mobil Corp. 1.02% to 0.92%; Johnson &amp;amp; Johnson 0.69% to 0.61%. New: Blackrock Inc. (0.21%), Arista Networks Inc (0.15%), Lam Research Corporation (0.13%), Super Micro Computer Inc. (0.03%). Gone: Alphabet Inc. (1.66%), BBH SWEEP VEHICLE (0.26%), BlackRock, Inc. (0.2%), Lam Research Corporation (0.15%), Arista Networks Inc (0.13%), Super Micro Computer Inc. (0.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Feb 2025 12:00:00 GMT</pubDate></item><item><title>LGH: filing for 2024-09-30 -- 1 added, 0 dropped, turnover 4.7%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>467 positions became 468: 1 added (0.01% of the fund), 0 dropped (0%). Turnover proxy 4.7%. Largest increases: Apple Inc. 6.57% to 7.08%; Tesla Inc 1.11% to 1.42%; Meta Platforms Inc 2.28% to 2.52%; BBH SWEEP VEHICLE 0.11% to 0.26%; Berkshire Hathaway Inc. 1.09% to 1.2%; UnitedHealth Group Inc. 0.93% to 1.04%. Largest decreases: Direxion Shares ETF Trust 19.42% to 17.45%; Microsoft Corp. 7.01% to 6.58%; NVIDIA Corp. 6.33% to 6.06%; Alphabet Inc. 2.15% to 1.91%; Amazon.com, Inc. 3.74% to 3.51%; Alphabet Inc. 1.87% to 1.66%. New: Amentum Holdings, Inc. (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 27 Nov 2024 12:00:00 GMT</pubDate></item><item><title>LGH: filing for 2024-06-30 -- 6 added, 12 dropped, turnover 5.2%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>473 positions became 467: 6 added (0.32% of the fund), 12 dropped (0.29%). Turnover proxy 5.2%. Largest increases: NVIDIA Corp. 4.66% to 6.33%; Apple Inc. 5.46% to 6.57%; Amazon.com, Inc. 3.36% to 3.74%; Alphabet Inc. 1.9% to 2.15%; Microsoft Corp. 6.76% to 7.01%; Alphabet Inc. 1.65% to 1.87%. Largest decreases: Direxion Shares ETF Trust 19.81% to 19.42%; Visa Inc 0.97% to 0.86%; Berkshire Hathaway Inc. 1.2% to 1.09%; MasterCard Incorporated 0.78% to 0.67%; Intel Corporation 0.3% to 0.2%; Home Depot Inc 0.63% to 0.53%. New: Super Micro Computer Inc. (0.09%), Coinbase Global Inc (0.07%), GE Vernova Inc. (0.07%), Vertiv Holdings Co (0.06%), Labcorp Holdings Inc (0.03%), GRAIL Inc (0%). Gone: Pioneer Natural Resources Company (0.1%), Laboratory Corp of America Holdings (0.03%), Bio-Techne Corp (0.02%), MGM Resorts International (0.02%), Paycom Software Inc (0.02%), UDR Inc (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 29 Aug 2024 12:00:00 GMT</pubDate></item><item><title>LGH: filing for 2024-03-31 -- 2 added, 3 dropped, turnover 5.2%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>474 positions became 473: 2 added (0.06% of the fund), 3 dropped (0.11%). Turnover proxy 5.2%. Largest increases: NVIDIA Corp. 2.62% to 4.66%; Microsoft Corporation 6.22% to 6.76%; Meta Platforms Inc 1.77% to 2.19%; Broadcom Inc 0.91% to 1.24%; Eli Lilly &amp;amp; Co. 1.19% to 1.41%; Amazon.com, Inc. 3.16% to 3.36%. Largest decreases: Apple Inc. 6.4% to 5.46%; Tesla Inc 1.67% to 1.05%; UnitedHealth Group Inc. 1.16% to 0.97%; Direxion Shares ETF Trust 19.94% to 19.81%; Adobe Inc 0.49% to 0.37%; The Boeing Company 0.26% to 0.17%. New: Corpay Inc (0.03%), The Cooper Companies, Inc. (0.03%). Gone: Splunk Inc (0.05%), Fleetcor Technologies Inc (0.03%), The Cooper Companies, Inc. (0.03%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 May 2024 12:00:00 GMT</pubDate></item><item><title>LGH: filing for 2023-12-31 -- 13 added, 16 dropped, turnover 7%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>477 positions became 474: 13 added (0.49% of the fund), 16 dropped (0.59%). Turnover proxy 7%. Largest increases: Direxion Shares ETF Trust 17.41% to 19.94%; Broadcom Inc 0.61% to 0.91%; Intel Corporation 0.28% to 0.38%; Advanced Micro Devices, Inc. 0.31% to 0.41%; Salesforce Inc. 0.37% to 0.44%; Bank of America Corp. 0.37% to 0.44%. Largest decreases: Apple Inc. 7.31% to 6.4%; Alphabet Inc. 2.07% to 1.67%; Chevron Corp. 0.86% to 0.48%; Exxon Mobil Corporation 1.33% to 0.97%; The Procter &amp;amp; Gamble Company 0.97% to 0.63%; Microsoft Corporation 6.56% to 6.22%. New: CRH PLC (0.08%), Kenvue Inc. (0.07%), Fair Isaac Corporation (0.05%), Pulte Group Inc (0.05%), Dell Technologies Inc (0.04%), Axon Enterprise Inc (0.03%). Gone: Activision Blizzard Inc (0.13%), Stellantis N.V (0.09%), VMware Inc (0.07%), Seagen Inc (0.06%), Horizon Therapeutics PLC (0.05%), Bunge Limited (0.03%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Feb 2024 12:00:00 GMT</pubDate></item><item><title>LGH: filing for 2023-09-30 -- 1 added, 1 dropped, turnover 5.2%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>477 positions became 477: 1 added (0.01% of the fund), 1 dropped (0.13%). Turnover proxy 5.2%. Largest increases: NVIDIA Corp. 2.42% to 2.96%; Alphabet Inc. 1.83% to 2.27%; Alphabet Inc. 1.66% to 2.07%; Tesla Inc 1.62% to 1.99%; Amazon.com, Inc. 2.95% to 3.29%; Meta Platforms Inc 1.65% to 1.97%. Largest decreases: Direxion Shares ETF Trust 19.97% to 17.41%; Apple Inc. 7.87% to 7.31%; BBH SWEEP VEHICLE 0.7% to 0.28%; RTX Corporation 0.27% to 0.21%; Nextera Energy Inc 0.26% to 0.21%; Netflix, Inc. 0.35% to 0.32%. New: Fortrea Holdings Inc. (0.01%). Gone: Direxion Shares ETF Trust (0.13%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Nov 2023 12:00:00 GMT</pubDate></item><item><title>LGH: filing for 2023-06-30 -- 1 added, 21 dropped, turnover 26.3%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>497 positions became 477: 1 added (19.97% of the fund), 21 dropped (0.49%). Turnover proxy 26.3%. Largest increases: Apple Inc. 6.92% to 7.87%; Microsoft Corporation 5.65% to 6.46%; NVIDIA Corp. 1.65% to 2.42%; Amazon.com, Inc. 2.42% to 2.95%; Meta Platforms Inc 1.26% to 1.65%; Tesla Inc 1.33% to 1.62%. Largest decreases: BBH SWEEP VEHICLE 17.1% to 0.7%; Direxion Shares ETF Trust 7.56% to 0.13%; AbbVie Inc. 0.54% to 0.44%; Exxon Mobil Corporation 1.22% to 1.16%; Pfizer Inc. 0.44% to 0.38%; Chevron Corporation 0.82% to 0.76%. New: Direxion Shares ETF Trust (19.97%). Gone: Berkshire Hathaway Inc. (0.17%), Catalent Inc (0.02%), Match Group Inc (0.02%), Ovintiv Inc (0.02%), First Horizon Corporation (0.02%), Zscaler Inc (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Aug 2023 12:00:00 GMT</pubDate></item><item><title>LGH: filing for 2023-03-31 -- 30 added, 0 dropped, turnover 42.5%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>467 positions became 497: 30 added (8.75% of the fund), 0 dropped (0%). Turnover proxy 42.5%. Largest increases: Apple Inc. 2.76% to 6.92%; Microsoft Corporation 2.12% to 5.65%; NVIDIA Corp. 0.43% to 1.65%; Alphabet Inc. 0.65% to 1.64%; Tesla Inc 0.38% to 1.33%; Meta Platforms Inc 0.36% to 1.26%. Largest decreases: BBH SWEEP VEHICLE 59.58% to 17.1%; First Republic Bank San Francisco 0.03% to 0%; SVB Financial Group 0.02% to 0%; Gen Digital Inc 0.01% to 0.01%; BILL Holdings Inc 0.01% to 0.01%. New: Direxion Shares ETF Trust (7.56%), Linde PLC (0.33%), Berkshire Hathaway Inc. (0.17%), GE Healthcare Technologies Inc. (0.06%), Atlassian Corporation (0.04%), First Solar Inc (0.03%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 25 May 2023 12:00:00 GMT</pubDate></item><item><title>LGH: filing for 2022-12-31 -- 0 added, 24 dropped, turnover 4.3%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>491 positions became 467: 0 added (0% of the fund), 24 dropped (0.28%). Turnover proxy 4.3%. Largest increases: Amazon.com, Inc. 1.24% to 1.84%; Exxon Mobil Corporation 0.45% to 0.57%; JPMorgan Chase &amp;amp; Co. 0.37% to 0.48%; Chevron Corporation 0.34% to 0.42%; Merck &amp;amp; Co., Inc 0.27% to 0.35%; The Procter &amp;amp; Gamble Company 0.37% to 0.44%. Largest decreases: BBH SWEEP VEHICLE 62.68% to 59.58%; Tesla Inc 0.82% to 0.38%; Alphabet Inc. 0.71% to 0.65%; Alphabet Inc. 0.64% to 0.58%; Meta Platforms Inc 0.41% to 0.36%; Paypal Holdings Incorporation 0.12% to 0.1%. Gone: Twitter Inc (0.03%), Duke Realty Corp (0.02%), Generac Holdings Inc. (0.01%), Abiomed Inc (0.01%), Docusign Inc (0.01%), Teleflex Incorporated (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Feb 2023 12:00:00 GMT</pubDate></item><item><title>LGH: filing for 2022-09-30 -- 159 added, 7 dropped, turnover 65.6%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>339 positions became 491: 159 added (65.55% of the fund), 7 dropped (18.49%). Turnover proxy 65.6%. Largest increases: Zoom Video Communications Inc 0.02% to 0.02%; Viatris Inc 0.01% to 0.01%; Biomarin Pharmaceutical Inc. 0.02% to 0.02%; Seagen Inc 0.02% to 0.02%; Constellation Energy Corp. 0.03% to 0.03%. Largest decreases: Apple Inc. 6.6% to 2.75%; Microsoft Corporation 5.77% to 2.07%; Amazon.com, Inc. 3.55% to 1.24%; Tesla Inc 2.19% to 0.82%; Alphabet Inc. 2.05% to 0.71%; Alphabet Inc. 1.89% to 0.64%. New: BBH SWEEP VEHICLE (62.68%), Enphase Energy Inc (0.04%), M&amp;amp;T Bank Corporation (0.04%), Albemarle Corp (0.04%), Vici Properties Inc (0.03%), ON Semiconductor Corp. (0.03%). Gone: Proshares Trust (18.3%), TE Connectivity Ltd (0.09%), Cerner Corp (0.06%), MarketAxess Holdings Inc. (0.02%), Ringcentral Inc (0.01%), Kyndryl Holdings Inc (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Nov 2022 12:00:00 GMT</pubDate></item><item><title>LGH: filing for 2022-03-31 -- 42 added, 11 dropped, turnover 26.1%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>308 positions became 339: 42 added (21.59% of the fund), 11 dropped (20.23%). Turnover proxy 26.1%. Largest increases: Chevron Corporation 0.46% to 0.7%; Exxon Mobil Corporation 0.55% to 0.79%; Johnson &amp;amp; Johnson 0.95% to 1.16%; Tesla Inc 1.99% to 2.19%; United Health Group Incorporated 0.99% to 1.18%; AbbVie Inc. 0.49% to 0.63%. Largest decreases: Meta Platforms Inc 1.97% to 1.27%; Apple Inc. 7.08% to 6.6%; Microsoft Corporation 6.22% to 5.77%; The Home Depot, Inc. 1.08% to 0.72%; JPMorgan Chase &amp;amp; Co. 1.2% to 0.89%; Nvidia Corp 1.79% to 1.53%. New: Proshares Trust (18.3%), Freeport-McMoRan Inc. (0.16%), Aon PLC (0.15%), Moderna Inc (0.15%), Snowflake Inc (0.14%), Airbnb Inc (0.12%). Gone: Proshares Trust (10.02%), Direxion Shares ETF Trust (9.99%), Xilinx Inc. (0.11%), IHS Markit Ltd (0.1%), AstraZeneca PLC (0%), Orion Office Reit Inc (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 May 2022 12:00:00 GMT</pubDate></item><item><title>LGH: filing for 2021-12-31 -- 2 added, 1 dropped, turnover 4.7%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>307 positions became 308: 2 added (0.01% of the fund), 1 dropped (0.01%). Turnover proxy 4.7%. Largest increases: Apple Inc. 6.03% to 7.08%; Microsoft Corporation 5.65% to 6.22%; Nvidia Corp 1.24% to 1.79%; Tesla Inc 1.63% to 1.99%; United Health Group Incorporated 0.86% to 0.99%; Pfizer Inc. 0.56% to 0.69%. Largest decreases: Amazon.com, Inc. 4.2% to 3.79%; Paypal Holdings Incorporation 0.72% to 0.46%; Direxion Shares ETF Trust 10.19% to 9.99%; Meta Platforms Inc 2.11% to 1.97%; Walt Disney Company 0.74% to 0.6%; Proshares Trust 10.15% to 10.02%. New: Kyndryl Holdings Inc (0.01%), Orion Office Reit Inc (0%). Gone: Vimeo Inc (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 17 Feb 2022 12:00:00 GMT</pubDate></item><item><title>LGH: filing for 2021-09-30 -- 3 added, 2 dropped, turnover 2.7%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>306 positions became 307: 3 added (0.34% of the fund), 2 dropped (0.37%). Turnover proxy 2.7%. Largest increases: Apple Inc. 5.62% to 6.03%; Microsoft Corporation 5.45% to 5.65%; Tesla Inc 1.44% to 1.63%; Alphabet Inc. 1.87% to 2.03%; Nvidia Corp 1.1% to 1.24%; Alphabet Inc. 1.86% to 1.95%. Largest decreases: Paypal Holdings Incorporation 0.81% to 0.72%; Facebook, Inc. 2.17% to 2.11%; Visa Inc 0.94% to 0.89%; Exxon Mobil Corporation 0.64% to 0.59%; FedEx Corporation 0.17% to 0.12%; United Parcel Service, Inc. 0.34% to 0.3%. New: General Electric Company (0.26%), AstraZeneca Plc (0.07%), DT Midstream Inc (0.01%). Gone: General Electric Company (0.28%), Alexion Pharmaceuticals, Inc. (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 24 Nov 2021 12:00:00 GMT</pubDate></item><item><title>LGH: filing for 2021-06-30 -- 4 added, 2 dropped, turnover 6%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>304 positions became 306: 4 added (0.15% of the fund), 2 dropped (0.12%). Turnover proxy 6%. Largest increases: Microsoft Corporation 4.67% to 5.45%; Apple Inc. 4.92% to 5.62%; Amazon.com, Inc. 3.62% to 4.18%; Facebook, Inc. 1.74% to 2.17%; Alphabet Inc. 1.48% to 1.87%; Alphabet Inc. 1.48% to 1.86%. Largest decreases: Proshares Trust 12.43% to 10.16%; Direxion Shares ETF Trust 12.41% to 10.2%; Intel Corporation 0.67% to 0.57%; Walt Disney Company 0.84% to 0.77%; AT&amp;amp;T Inc 0.54% to 0.49%; Verizon Communications Inc. 0.6% to 0.55%. New: Marvell Technology Inc (0.09%), IAC InterActiveCorp New (0.03%), Organon &amp;amp; Co (0.02%), Vimeo Inc (0.01%). Gone: Marvell Tech Group (0.08%), IAC InterActiveCorp New (0.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 17 Aug 2021 12:00:00 GMT</pubDate></item><item><title>LGH: filing for 2021-03-31 -- 0 added, 0 dropped, turnover 4.4%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>304 positions became 304: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.4%. Largest increases: Direxion Shares ETF Trust 11.34% to 12.41%; Proshares Trust 11.37% to 12.43%; Alphabet Inc. 1.35% to 1.48%; Alphabet Inc. 1.35% to 1.48%; Exxon Mobil Corporation 0.47% to 0.59%; Bank of America Corporation 0.64% to 0.75%. Largest decreases: Apple Inc. 5.75% to 4.92%; Amazon.com, Inc. 4.09% to 3.62%; Tesla Inc 1.54% to 1.35%; Visa Inc 0.98% to 0.88%; QUALCOMM Incorporated 0.45% to 0.37%; The Procter &amp;amp; Gamble Company 0.91% to 0.82%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 May 2021 12:00:00 GMT</pubDate></item><item><title>LGH: filing for 2020-12-31 -- 2 added, 1 dropped, turnover 5.8%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>303 positions became 304: 2 added (0.09% of the fund), 1 dropped (0.07%). Turnover proxy 5.8%. Largest increases: Proshares Trust 9.66% to 11.37%; Direxion Shares ETF Trust 9.66% to 11.34%; Tesla Inc 0.96% to 1.54%; TWDC Enterprises 18 Corp 0.71% to 0.89%; JPMorgan Chase &amp;amp; Co. 0.89% to 1.01%; General Electric Company 0.17% to 0.25%. Largest decreases: Microsoft Corporation 5.23% to 4.74%; Amazon.com, Inc. 4.49% to 4.09%; Facebook, Inc. 1.94% to 1.73%; Nvidia Corp 0.98% to 0.81%; Salesforce.com, Inc. 0.67% to 0.51%; The Procter &amp;amp; Gamble Company 1.06% to 0.91%. New: Seagen Inc (0.05%), Viatris Inc (0.03%). Gone: Seattle Genetics I (0.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 25 Feb 2021 12:00:00 GMT</pubDate></item><item><title>LGH: filing for 2020-09-30 -- 2 added, 2 dropped, turnover 4.4%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>303 positions became 303: 2 added (0.08% of the fund), 2 dropped (0.08%). Turnover proxy 4.4%. Largest increases: Apple Inc. 4.76% to 5.86%; Amazon.com, Inc. 4% to 4.49%; Tesla Inc 0.53% to 0.96%; Nvidia Corp 0.76% to 0.98%; Salesforce.com, Inc. 0.55% to 0.67%; United Parcel Service, Inc. 0.26% to 0.36%. Largest decreases: Proshares Trust 10.01% to 9.66%; Exxon Mobil Corporation 0.65% to 0.45%; Direxion Shares ETF Trust 9.86% to 9.66%; Intel Corporation 0.87% to 0.69%; Chevron Corporation 0.56% to 0.42%; Cisco Systems, Inc. 0.63% to 0.48%. New: Match Group Inc (0.05%), IAC InterActiveCorp New (0.03%). Gone: IAC InterActiveCorp (0.08%), T-Mobile US, Inc. (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 25 Nov 2020 12:00:00 GMT</pubDate></item><item><title>LGH: filing for 2020-06-30 -- 303 added, 12 dropped, turnover 100%</title><link>https://themulden.com/funds/lgh/</link><guid isPermaLink="true">https://themulden.com/funds/lgh/</guid><description>12 positions became 303: 303 added (100% of the fund), 12 dropped (100%). Turnover proxy 100%. New: Proshares Trust (10.01%), Direxion Shares ETF Trust (9.86%), Microsoft Corporation (5.2%), Apple Inc. (4.76%), Amazon.com, Inc. (4%), Facebook, Inc. (1.85%). Gone: United States Treasury Bills (11.99%), United States Treasury Bills (11.89%), United States Treasury Bills (11.59%), United States Treasury Bills (9.33%), United States Treasury Bills (9.17%), United States Treasury Bills (9.16%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 25 Aug 2020 12:00:00 GMT</pubDate></item></channel></rss>