<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>MSLC filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of MSLC 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>MSLC: filing for 2026-05-31 -- 5 added, 11 dropped, turnover 8.6%</title><link>https://themulden.com/funds/mslc/</link><guid isPermaLink="true">https://themulden.com/funds/mslc/</guid><description>1,013 positions became 1,007: 5 added (0.31% of the fund), 11 dropped (0.67%). Turnover proxy 8.6%. Largest increases: MICRON TECHNOLOGY INC 0.86% to 1.79%; NVIDIA CORP 6.06% to 6.7%; BROADCOM INC 2.29% to 2.91%; ALPHABET INC-CL A 3.01% to 3.49%; ADVANCED MICRO DEVICES 0.34% to 0.82%; APPLE INC 4.47% to 4.94%. Largest decreases: META PLATFORMS INC-CLASS A 2.59% to 2.36%; S&amp;amp;P GLOBAL INC 0.4% to 0.2%; PARKER HANNIFIN CORP 0.6% to 0.42%; NETFLIX INC 1.02% to 0.85%; BERKSHIRE HATHAWAY INC-CL B 1.29% to 1.11%; ABBOTT LABORATORIES 0.52% to 0.36%. New: SEAGATE TECHNOLOGY HOLDINGS (0.28%), CARNIVAL CORP LTD (0.03%), VERSIGENT PLC (0%), CONTRA APELLIS PHARMAC (0%), CONTRA HOLOGIC INC (0%). Gone: F/C S&amp;amp;P500 EMINI FUT  MAR26 (0.52%), CARNIVAL CORP (0.04%), F/C S&amp;amp;P MID 400 EMINI MAR26 (0.03%), COTERRA ENERGY INC (0.02%), EXACT SCIENCES CORP (0.02%), HOLOGIC INC (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Jul 2026 12:00:00 GMT</pubDate></item><item><title>MSLC: filing for 2026-02-28 -- 12 added, 15 dropped, turnover 7.7%</title><link>https://themulden.com/funds/mslc/</link><guid isPermaLink="true">https://themulden.com/funds/mslc/</guid><description>1,016 positions became 1,013: 12 added (0.68% of the fund), 15 dropped (0.91%). Turnover proxy 7.7%. Largest increases: MICRON TECHNOLOGY INC 0.61% to 0.86%; EXXON MOBIL CORP 0.85% to 1.1%; LINDE PLC 0.59% to 0.79%; META PLATFORMS INC-CLASS A 2.41% to 2.59%; GENERAL ELECTRIC 0.33% to 0.48%; ALPHABET INC-CL C 1.79% to 1.93%. Largest decreases: MICROSOFT CORP 6.15% to 4.97%; BROADCOM INC 2.88% to 2.29%; AMAZON.COM INC 4.57% to 4.07%; PAYPAL HOLDINGS INC 0.26% to 0.05%; ROPER TECHNOLOGIES INC 0.23% to 0.04%; APPLE INC 4.64% to 4.47%. New: F/C S&amp;amp;P500 EMINI FUT  MAR26 (0.52%), ROCHE HOLDINGS LTD-SPONS ADR (0.07%), F/C S&amp;amp;P MID 400 EMINI MAR26 (0.03%), AMCOR PLC (0.02%), PINNACLE FINANCIAL PARTNERS (0.01%), QIAGEN N.V. (0.01%). Gone: F/C S&amp;amp;P500 EMINI FUT  DEC25 (0.74%), F/C S&amp;amp;P MID 400 EMINI DEC25 (0.06%), KELLANOVA (0.02%), AMCOR PLC (0.02%), COMERICA INC (0.01%), DAYFORCE INC (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Apr 2026 12:00:00 GMT</pubDate></item><item><title>MSLC: filing for 2025-11-30 -- 10 added, 9 dropped, turnover 7.6%</title><link>https://themulden.com/funds/mslc/</link><guid isPermaLink="true">https://themulden.com/funds/mslc/</guid><description>1,015 positions became 1,016: 10 added (0.91% of the fund), 9 dropped (0.58%). Turnover proxy 7.6%. Largest increases: ALPHABET INC-CL A 2.08% to 3%; BROADCOM INC 2.24% to 2.88%; ALPHABET INC-CL C 1.23% to 1.79%; APPLE INC 4.12% to 4.64%; NVIDIA CORP 5.61% to 5.92%; TESLA INC 1.17% to 1.43%. Largest decreases: META PLATFORMS INC-CLASS A 2.7% to 2.41%; AMAZON.COM INC 4.83% to 4.57%; MICROSOFT CORP 6.39% to 6.15%; SCHWAB (CHARLES) CORP 0.47% to 0.26%; NETFLIX INC 1.24% to 1.05%; AIR PRODUCTS &amp;amp; CHEMICALS INC 0.24% to 0.06%. New: F/C S&amp;amp;P500 EMINI FUT  DEC25 (0.74%), QNITY ELECTRONICS INC (0.09%), F/C S&amp;amp;P MID 400 EMINI DEC25 (0.06%), SOUTHSTATE BANK CORP (0.01%), SOLSTICE ADV MATERIALS INC (0.01%), CIRCLE INTERNET GROUP INC (0%). Gone: F/C S&amp;amp;P500 EMINI FUT  SEP25 (0.5%), F/C S&amp;amp;P MID 400 EMINI SEP25 (0.03%), MR COOPER GROUP INC (0.01%), SOUTHSTATE CORP (0.01%), INTERPUBLIC GROUP OF COS INC (0.01%), SKECHERS USA INC-CL A (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Jan 2026 12:00:00 GMT</pubDate></item><item><title>MSLC: filing for 2025-08-31 -- 43 added, 39 dropped, turnover 7%</title><link>https://themulden.com/funds/mslc/</link><guid isPermaLink="true">https://themulden.com/funds/mslc/</guid><description>1,011 positions became 1,015: 43 added (1.02% of the fund), 39 dropped (0.83%). Turnover proxy 7%. Largest increases: NVIDIA CORP 4.68% to 5.61%; AMAZON.COM INC 4.05% to 4.83%; ALPHABET INC-CL A 1.69% to 2.08%; BROADCOM INC 1.96% to 2.24%; APPLE INC 3.88% to 4.12%; META PLATFORMS INC-CLASS A 2.47% to 2.7%. Largest decreases: PROGRESSIVE CORP 0.64% to 0.16%; HONEYWELL INTERNATIONAL INC 0.47% to 0.23%; VISA INC-CLASS A SHARES 1.67% to 1.48%; NETFLIX INC 1.43% to 1.24%; ZOETIS INC 0.42% to 0.26%; JOHNSON &amp;amp; JOHNSON 0.62% to 0.47%. New: F/C S&amp;amp;P500 EMINI FUT  SEP25 (0.5%), FLUTTER ENTERTAINMENT PLC-DI (0.06%), ANGLOGOLD ASHANTI PLC (0.03%), F/C S&amp;amp;P MID 400 EMINI SEP25 (0.03%), REDDIT INC-CL A (0.03%), INSMED INC (0.03%). Gone: F/C S&amp;amp;P500 EMINI FUT  JUN25 (0.56%), NOVO-NORDISK A/S-SPONS ADR (0.06%), HESS CORP (0.04%), ANSYS INC (0.03%), F/C S&amp;amp;P MID 400 EMINI JUN25 (0.03%), UNITED STATES STEEL CORP (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Oct 2025 12:00:00 GMT</pubDate></item><item><title>MSLC: filing for 2025-05-31 -- 5 added, 10 dropped, turnover 6.2%</title><link>https://themulden.com/funds/mslc/</link><guid isPermaLink="true">https://themulden.com/funds/mslc/</guid><description>1,016 positions became 1,011: 5 added (0.64% of the fund), 10 dropped (0.66%). Turnover proxy 6.2%. Largest increases: MICROSOFT CORP 5.25% to 6.34%; BROADCOM INC 1.52% to 1.96%; NVIDIA CORP 4.25% to 4.68%; GE VERNOVA INC 0.11% to 0.45%; TESLA INC 1.09% to 1.3%; AMAZON.COM INC 3.85% to 4.05%. Largest decreases: APPLE INC 4.5% to 3.88%; UNITEDHEALTH GROUP INC 1.04% to 0.64%; ALPHABET INC-CL C 1.42% to 1.11%; TARGET CORP 0.31% to 0.05%; CATERPILLAR INC 0.42% to 0.2%; THERMO FISHER SCIENTIFIC INC 0.81% to 0.62%. New: F/C S&amp;amp;P500 EMINI FUT  JUN25 (0.56%), AIRBUS SE - UNSP ADR (0.05%), F/C S&amp;amp;P MID 400 EMINI JUN25 (0.03%), SMITHFIELD FOODS INC (0%), ANGI INC (0%). Gone: F/C S&amp;amp;P500 EMINI FUT  MAR25 (0.47%), DISCOVER FINANCIAL SERVICES (0.06%), F/C S&amp;amp;P MID 400 EMINI MAR25 (0.03%), ICON PLC (0.03%), ALCON INC (0.03%), INTRA-CELLULAR THERAPIES 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 Jul 2025 12:00:00 GMT</pubDate></item></channel></rss>