Each N-PORT filing of MIGO 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/migo/https://themulden.com/funds/migo/39 positions became 49: 12 added (15.75% of the fund), 2 dropped (1.14%). Turnover proxy 18.5%. Largest increases: Vanguard 500 Index Fund 17.16% to 17.83%; DATADOG, INC. 0.6% to 1.2%; PALO ALTO NETWORKS, INC. 0.49% to 1.07%; RUBRIK, INC. 0.56% to 0.79%; VanEck Semiconductor ETF 3.99% to 4.14%; TD SYNNEX CORPORATION 0.81% to 0.95%. Largest decreases: CELSIUS HOLDINGS, INC. 5.31% to 2.6%; WESTERN DIGITAL CORPORATION 3.54% to 1.89%; ADVANCED DRAINAGE SYSTEMS, INC. 3.4% to 1.95%; KNIFE RIVER CORPORATION 3.45% to 2.14%; META PLATFORMS, INC. 3.95% to 2.71%; DEXCOM, INC. 4.15% to 2.94%. New: State Street SPDR NYSE Technology ETF (2.9%), iShares Expanded Tech Sector ETF (2.81%), Invesco PHLX Semiconductor ETF (1.82%), Amplify Cybersecurity ETF (1.81%), First Trust NASDAQ Cln Edge Smart Grid Infra Ix Fd (1.37%), GMR SOLUTIONS INC. (0.95%). Gone: SOLV ENERGY INC-CL A (0.59%), ROBLOX CORP -CLASS A (0.55%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 29 Jul 2026 12:00:00 GMT