<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>QQQ filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of QQQ 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>QQQ: filing for 2026-06-30 -- 11 added, 9 dropped, turnover 17.6%</title><link>https://themulden.com/funds/qqq/</link><guid isPermaLink="true">https://themulden.com/funds/qqq/</guid><description>101 positions became 103: 11 added (3.9% of the fund), 9 dropped (2%). Turnover proxy 17.6%. Largest increases: Micron Technology, Inc. 2.15% to 5.64%; Advanced Micro Devices, Inc. 1.88% to 4.11%; Intel Corp. 1.25% to 3.04%; Applied Materials, Inc. 1.54% to 2.49%; Lam Research Corp. 1.51% to 2.35%; Marvell Technology, Inc. 0.49% to 1.13%. Largest decreases: Microsoft Corp. 5.64% to 4.35%; NVIDIA Corp. 8.69% to 7.6%; Walmart Inc. 3.44% to 2.39%; Netflix, Inc. 2.3% to 1.3%; Apple Inc. 7.64% to 6.67%; Meta Platforms, Inc. 3.46% to 2.62%. New: Sandisk Corp. (1.46%), Astera Labs, Inc. (0.36%), Teradyne, Inc. (0.33%), Honeywell International Inc. (0.31%), Honeywell Aerospace Inc. (0.3%), Lumentum Holdings Inc. (0.29%). Gone: Honeywell International Inc. (0.81%), Thomson Reuters Corp. (0.23%), Insmed Inc. (0.2%), Cognizant Technology Solutions Corp. (0.17%), Charter Communications, Inc. (0.15%), Verisk Analytics, Inc. (0.15%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Aug 2026 12:00:00 GMT</pubDate></item><item><title>QQQ: filing for 2026-03-31 -- 1 added, 1 dropped, turnover 8.1%</title><link>https://themulden.com/funds/qqq/</link><guid isPermaLink="true">https://themulden.com/funds/qqq/</guid><description>101 positions became 101: 1 added (3.44% of the fund), 1 dropped (0.3%). Turnover proxy 8.1%. Largest increases: Applied Materials, Inc. 1.13% to 1.54%; Costco Wholesale Corp. 2.11% to 2.5%; Micron Technology, Inc. 1.77% to 2.15%; Lam Research Corp. 1.19% to 1.51%; Intel Corp. 0.97% to 1.25%; KLA Corp. 0.88% to 1.09%. Largest decreases: Microsoft Corp. 7.18% to 5.64%; AppLovin Corp. 1.14% to 0.69%; Meta Platforms, Inc. 3.87% to 3.46%; Apple Inc. 8.02% to 7.64%; NVIDIA Corp. 9.05% to 8.69%; Amazon.com, Inc. 4.93% to 4.59%. New: Walmart Inc. (3.44%). Gone: AstraZeneca PLC (0.3%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 May 2026 12:00:00 GMT</pubDate></item></channel></rss>