<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>MYCH filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of MYCH 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>MYCH: filing for 2026-05-31 -- 98 added, 52 dropped, turnover 30%</title><link>https://themulden.com/funds/mych/</link><guid isPermaLink="true">https://themulden.com/funds/mych/</guid><description>300 positions became 346: 98 added (14.23% of the fund), 52 dropped (10.52%). Turnover proxy 30%. Largest increases: BANK OF AMERICA CORP 0.68% to 1.63%; ORACLE CORP 0.77% to 1.58%; VICI PROPERTIES LP 0.08% to 0.76%; EXPEDIA GROUP INC 0.09% to 0.74%; State Street Global Advisors 0.27% to 0.9%; ROYAL CARIBBEAN CRUISES 0.93% to 1.49%. Largest decreases: CANADIAN IMPERIAL BANK 0.8% to 0.18%; CENTENE CORP 1.58% to 1.09%; AUTONATION INC 0.93% to 0.47%; ABBVIE INC 1.39% to 0.93%; BROADCOM INC 1.27% to 0.82%; IBM CORP 1.24% to 0.83%. New: MAPLE PARENT HLDS CO (1.01%), HIGHWOODS REALTY LP (0.8%), MAIN STREET CAPITAL CORP (0.67%), KEURIG DR PEPPER INC (0.58%), STELLANTIS FINANCIAL SER (0.48%), BANCO SANTANDER SA (0.47%). Gone: CAMPBELLS COMPANY/THE (1.99%), OVINTIV INC (1.44%), HONEYWELL INTERNATIONAL (0.79%), CONAGRA BRANDS INC (0.78%), COMMONWEALTH BK AUSTR NY (0.65%), CHARLES SCHWAB CORP (0.32%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 Jul 2026 12:00:00 GMT</pubDate></item><item><title>MYCH: filing for 2026-02-28 -- 160 added, 7 dropped, turnover 50.2%</title><link>https://themulden.com/funds/mych/</link><guid isPermaLink="true">https://themulden.com/funds/mych/</guid><description>147 positions became 300: 160 added (40.66% of the fund), 7 dropped (3.63%). Turnover proxy 50.2%. Largest increases: LAS VEGAS SANDS CORP 0.54% to 2.3%; BAT CAPITAL CORP 0.42% to 1.43%; BROADCOM INC 0.36% to 1.27%; CAMPBELLS COMPANY/THE 1.19% to 1.99%; BUNGE LTD FINANCE CORP 0.45% to 1.1%; HUNTINGTON INGALLS INDUS 0.33% to 0.83%. Largest decreases: KENVUE INC 2.37% to 0.97%; TOYOTA MOTOR CORP 1.65% to 0.4%; ASTRAZENECA FINANCE LLC 1.4% to 0.21%; EXTRA SPACE STORAGE LP 1.59% to 0.42%; JPMORGAN CHASE &amp;amp; CO 1.56% to 0.53%; LINCOLN NATIONAL CORP 1.34% to 0.32%. New: CENTENE CORP (1.58%), IBM CORP (1.24%), BOEING CO (0.94%), AUTONATION INC (0.93%), ROYAL CARIBBEAN CRUISES (0.93%), L3HARRIS TECH INC (0.88%). Gone: CONCENTRIX CORP (1.37%), OCCIDENTAL PETROLEUM COR (0.92%), BROADCOM INC (0.7%), ABBOTT LABORATORIES (0.25%), FIDELITY NATL INFO SERV (0.19%), BHP BILLITON FIN USA LTD (0.11%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Apr 2026 12:00:00 GMT</pubDate></item><item><title>MYCH: filing for 2025-11-30 -- 7 added, 4 dropped, turnover 10.9%</title><link>https://themulden.com/funds/mych/</link><guid isPermaLink="true">https://themulden.com/funds/mych/</guid><description>144 positions became 147: 7 added (4.79% of the fund), 4 dropped (4.91%). Turnover proxy 10.9%. Largest increases: GENERAL MOTORS FINL CO 0.4% to 1.05%; DEUTSCHE BANK NY 1.12% to 1.55%; SANDS CHINA LTD 1.08% to 1.39%; REGIONS FINANCIAL CORP 0.09% to 0.38%; GLENCORE FUNDING LLC 1.18% to 1.45%; BAT INTL FINANCE PLC 0.96% to 1.2%. Largest decreases: BROADCOM INC 1.64% to 0.7%; MYLAN INC 1.26% to 0.46%; KENVUE INC 2.61% to 2.37%; T-MOBILE USA INC 1.86% to 1.7%; TOYOTA MOTOR CORP 1.81% to 1.65%; EXTRA SPACE STORAGE LP 1.74% to 1.59%. New: M&amp;amp;T BANK CORPORATION (1.05%), VISTRA OPERATIONS CO LLC (0.87%), SUMITOMO MITSUI FINL GRP (0.73%), FISERV INC (0.72%), LAS VEGAS SANDS CORP (0.54%), GOLDMAN SACHS PRIVATE CR (0.52%). Gone: MICRON TECHNOLOGY INC (2.8%), CENTENE CORP (1.03%), EDISON INTERNATIONAL (0.73%), GENUINE PARTS CO (0.36%). 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>MYCH: filing for 2025-08-31 -- 5 added, 5 dropped, turnover 13.8%</title><link>https://themulden.com/funds/mych/</link><guid isPermaLink="true">https://themulden.com/funds/mych/</guid><description>144 positions became 144: 5 added (2.57% of the fund), 5 dropped (3.55%). Turnover proxy 13.8%. Largest increases: MICRON TECHNOLOGY INC 1.41% to 2.8%; KENVUE INC 1.56% to 2.61%; Sands China Ltd 0.11% to 1.08%; CENTENE CORP 0.23% to 1.03%; US Bancorp 0.11% to 0.86%; BERRY GLOBAL INC 0.54% to 1.16%. Largest decreases: Pfizer Inc 1.04% to 0.32%; INTEL CORP 1.42% to 0.83%; PHILIP MORRIS INTL INC 1.75% to 1.3%; AMGEN INC 1.08% to 0.69%; BROADCOM INC 1.91% to 1.64%; JEFFERIES FIN GROUP INC 1.74% to 1.51%. New: AIRCASTLE LTD (0.81%), IMPERIAL BRANDS FIN PLC (0.77%), GENERAL MOTORS FINL CO (0.4%), BROADCOM INC (0.39%), DISCOVERY COMMUNICATIONS (0.2%). Gone: JBS USA HOLD/FOOD/LUX CO (1.57%), BAXTER INTERNATIONAL INC (0.79%), DOW CHEMICAL CO/THE (0.63%), AMERICAN INTL GROUP (0.28%), DISCOVERY COMMUNICATIONS (0.28%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 24 Oct 2025 12:00:00 GMT</pubDate></item><item><title>MYCH: filing for 2025-05-31 -- 69 added, 1 dropped, turnover 23.2%</title><link>https://themulden.com/funds/mych/</link><guid isPermaLink="true">https://themulden.com/funds/mych/</guid><description>76 positions became 144: 69 added (20.99% of the fund), 1 dropped (2.13%). Turnover proxy 23.2%. Largest increases: ASTRAZENECA FINANCE LLC 1.08% to 1.45%; Eastman Chemical Co 0.42% to 0.76%; CONCENTRIX CORP 1.3% to 1.6%; Mylan Inc 1.25% to 1.46%; DUKE ENERGY CAROLINAS 0.45% to 0.65%; FEDERAL REALTY OP LP 0.43% to 0.64%. Largest decreases: VERIZON COMMUNICATIONS 2.31% to 0.97%; BANK OF AMERICA CORP 2.67% to 1.5%; FIDELITY NATL INFO SERV 1.13% to 0.24%; JEFFERIES FIN GROUP INC 2.63% to 1.74%; BP CAP MARKETS AMERICA 2.11% to 1.27%; MORGAN STANLEY 2% to 1.22%. New: SCHLUMBERGER HLDGS CORP (1.42%), BOEING CO (1.05%), INTUIT INC (0.98%), ADVANCED MICRO DEVICES (0.95%), STELLANTIS FIN US INC (0.91%), TSMC ARIZONA CORP (0.89%). Gone: SCHLUMBERGER INVESTMENT (2.13%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 29 Jul 2025 12:00:00 GMT</pubDate></item><item><title>MYCH: filing for 2025-02-28 -- 1 added, 0 dropped, turnover 20.3%</title><link>https://themulden.com/funds/mych/</link><guid isPermaLink="true">https://themulden.com/funds/mych/</guid><description>75 positions became 76: 1 added (0.54% of the fund), 0 dropped (0%). Turnover proxy 20.3%. Largest increases: Lincoln National Corp 0.98% to 2.12%; SCHLUMBERGER INVESTMENT 1.01% to 2.13%; CVS Health Corp 0.99% to 2.1%; L3HARRIS TECH INC 1% to 2.11%; BP CAP MARKETS AMERICA 1% to 2.11%; KENVUE INC 1.03% to 2.09%. Largest decreases: BANK OF AMERICA CORP 4.13% to 2.67%; DEUTSCHE BANK NY 3.09% to 1.7%; JPMorgan Chase &amp;amp; Co 2.98% to 1.64%; ASTRAZENECA FINANCE LLC 2.07% to 1.08%; American Homes 4 Rent 1.51% to 0.64%; ALEXANDRIA REAL ESTATE E 1.5% to 0.63%. New: CROWDSTRIKE HOLDINGS INC (0.54%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Apr 2025 12:00:00 GMT</pubDate></item></channel></rss>