<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>QVML filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of QVML 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>QVML: filing for 2026-05-31 -- 17 added, 19 dropped, turnover 11.1%</title><link>https://themulden.com/funds/qvml/</link><guid isPermaLink="true">https://themulden.com/funds/qvml/</guid><description>450 positions became 448: 17 added (1.81% of the fund), 19 dropped (3.52%). Turnover proxy 11.1%. Largest increases: Micron Technology, Inc. 0.75% to 1.75%; Alphabet Inc. 5.53% to 6.5%; Advanced Micro Devices, Inc. 0.58% to 1.34%; Broadcom Inc. 2.65% to 3.23%; Apple Inc. 7.08% to 7.63%; Amazon.com, Inc. 3.71% to 4.25%. Largest decreases: Microsoft Corp. 5.41% to 5.1%; Meta Platforms, Inc. 2.53% to 2.23%; Berkshire Hathaway Inc. 1.75% to 1.46%; Netflix, Inc. 0.86% to 0.6%; Johnson &amp;amp; Johnson 1.08% to 0.91%; Procter &amp;amp; Gamble Co. (The) 0.75% to 0.61%. New: Boeing Co. (The) (0.31%), Intuitive Surgical, Inc. (0.25%), Vertex Pharmaceuticals Inc. (0.19%), CRH PLC (0.14%), Ciena Corp. (0.14%), Waste Management, Inc. (0.13%). Gone: Tesla, Inc. (1.95%), Palantir Technologies Inc. (0.51%), ServiceNow, Inc. (0.19%), O&apos;Reilly Automotive, Inc. (0.16%), Motorola Solutions, Inc. (0.15%), Vistra Corp. (0.11%). 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>QVML: filing for 2026-02-28 -- 18 added, 15 dropped, turnover 9.7%</title><link>https://themulden.com/funds/qvml/</link><guid isPermaLink="true">https://themulden.com/funds/qvml/</guid><description>447 positions became 450: 18 added (5.7% of the fund), 15 dropped (1.24%). Turnover proxy 9.7%. Largest increases: Micron Technology, Inc. 0.43% to 0.75%; Exxon Mobil Corp. 0.98% to 1.14%; Lam Research Corp. 0.36% to 0.5%; Johnson &amp;amp; Johnson 0.97% to 1.08%; Applied Materials, Inc. 0.39% to 0.5%; Walmart Inc. 0.89% to 0.99%. Largest decreases: Microsoft Corp. 7.07% to 5.41%; Apple Inc. 8.14% to 7.08%; NVIDIA Corp. 8.1% to 7.51%; Amazon.com, Inc. 4.23% to 3.71%; Alphabet Inc. 5.72% to 5.53%; JPMorgan Chase &amp;amp; Co. 1.68% to 1.51%. New: Broadcom Inc. (2.65%), Tesla, Inc. (1.95%), AppLovin Corp. (0.18%), Palo Alto Networks, Inc. (0.18%), Sandisk Corp. (0.15%), Robinhood Markets, Inc. (0.1%). Gone: Booking Holdings Inc. (0.32%), Waste Management, Inc. (0.16%), KKR &amp;amp; Co. Inc. (0.16%), Air Products and Chemicals, Inc. (0.12%), Carrier Global Corp. (0.09%), Paychex, Inc. (0.07%). 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>QVML: filing for 2025-11-30 -- 16 added, 16 dropped, turnover 11.1%</title><link>https://themulden.com/funds/qvml/</link><guid isPermaLink="true">https://themulden.com/funds/qvml/</guid><description>447 positions became 447: 16 added (7.84% of the fund), 16 dropped (0.6%). Turnover proxy 11.1%. Largest increases: Alphabet Inc. 4.84% to 5.72%; Eli Lilly and Co. 1.17% to 1.59%; Apple Inc. 7.85% to 8.14%; Micron Technology, Inc. 0.24% to 0.43%; Advanced Micro Devices, Inc. 0.54% to 0.69%; Applied Materials, Inc. 0.26% to 0.39%. Largest decreases: NVIDIA Corp. 8.99% to 8.1%; Meta Platforms, Inc. 3.36% to 2.67%; Amazon.com, Inc. 4.63% to 4.23%; Oracle Corp. 0.77% to 0.44%; Netflix, Inc. 1.14% to 0.86%; Berkshire Hathaway Inc. 2.12% to 1.87%. New: Microsoft Corp. (7.07%), Rockwell Automation, Inc. (0.09%), Block, Inc. (0.08%), Dell Technologies Inc. (0.08%), Axon Enterprise, Inc. (0.08%), Occidental Petroleum Corp. (0.06%). Gone: Equinix, Inc. (0.17%), Becton, Dickinson and Co. (0.12%), Constellation Brands, Inc. (0.06%), Texas Pacific Land Corp. (0.04%), UDR, Inc. (0.03%), Hasbro, Inc. (0.02%). 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>QVML: filing for 2025-08-31 -- 18 added, 22 dropped, turnover 7.5%</title><link>https://themulden.com/funds/qvml/</link><guid isPermaLink="true">https://themulden.com/funds/qvml/</guid><description>451 positions became 447: 18 added (3.28% of the fund), 22 dropped (4.16%). Turnover proxy 7.5%. Largest increases: NVIDIA Corp. 7.98% to 8.99%; Alphabet Inc. 4.14% to 4.84%; Apple Inc. 7.55% to 7.85%; Advanced Micro Devices, Inc. 0.4% to 0.54%; Oracle Corp. 0.65% to 0.77%; Capital One Financial Corp. 0.19% to 0.3%. Largest decreases: Visa Inc. 1.53% to 1.32%; Costco Wholesale Corp. 1.16% to 0.97%; Walmart Inc. 1.11% to 0.97%; Accenture PLC 0.47% to 0.36%; Mastercard Inc. 1.18% to 1.07%; Netflix, Inc. 1.23% to 1.14%. New: Eli Lilly and Co. (1.17%), ServiceNow, Inc. (0.43%), Amgen Inc. (0.34%), Bristol-Myers Squibb Co. (0.2%), O&apos;Reilly Automotive, Inc. (0.2%), DoorDash, Inc. (0.18%). Gone: Tesla, Inc. (2.55%), Intuitive Surgical, Inc. (0.5%), Chipotle Mexican Grill, Inc. (0.16%), Axon Enterprise, Inc. (0.11%), Rockwell Automation, Inc. (0.09%), Hess Corp. (0.08%). 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>QVML: filing for 2025-05-31 -- 15 added, 16 dropped, turnover 9.9%</title><link>https://themulden.com/funds/qvml/</link><guid isPermaLink="true">https://themulden.com/funds/qvml/</guid><description>452 positions became 451: 15 added (4.25% of the fund), 16 dropped (5.44%). Turnover proxy 9.9%. Largest increases: NVIDIA Corp. 6.96% to 7.98%; Alphabet Inc. 3.61% to 4.14%; Amazon.com, Inc. 4.08% to 4.57%; Meta Platforms, Inc. 3.02% to 3.4%; Netflix, Inc. 0.91% to 1.23%; JPMorgan Chase &amp;amp; Co. 1.76% to 1.93%. Largest decreases: UnitedHealth Group Inc. 1.14% to 0.62%; Apple Inc. 8.08% to 7.55%; Exxon Mobil Corp. 1.19% to 1.03%; Merck &amp;amp; Co., Inc. 0.54% to 0.43%; Johnson &amp;amp; Johnson 0.96% to 0.85%; Chevron Corp. 0.64% to 0.53%. New: Tesla, Inc. (2.55%), Palantir Technologies Inc. (0.61%), Intel Corp. (0.22%), Air Products and Chemicals, Inc. (0.15%), Apollo Global Management, Inc. (0.14%), Airbnb, Inc. (0.14%). Gone: Broadcom Inc. (1.87%), Eli Lilly and Co. (1.65%), AbbVie Inc. (0.88%), Palo Alto Networks, Inc. (0.27%), TransDigm Group Inc. (0.18%), Regeneron Pharmaceuticals, Inc. (0.16%). 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><item><title>QVML: filing for 2025-02-28 -- 20 added, 17 dropped, turnover 10.5%</title><link>https://themulden.com/funds/qvml/</link><guid isPermaLink="true">https://themulden.com/funds/qvml/</guid><description>449 positions became 452: 20 added (2.02% of the fund), 17 dropped (8.47%). Turnover proxy 10.5%. Largest increases: Apple Inc. 7.33% to 8.08%; Visa Inc. 1% to 1.39%; Broadcom Inc. 1.51% to 1.87%; Meta Platforms, Inc. 2.67% to 3.02%; Berkshire Hathaway Inc. 1.92% to 2.24%; Eli Lilly and Co. 1.38% to 1.65%. Largest decreases: Alphabet Inc. 4.13% to 3.61%; NVIDIA Corp. 7.24% to 6.96%; Advanced Micro Devices, Inc. 0.46% to 0.39%; Salesforce, Inc. 0.67% to 0.61%; Adobe Inc. 0.48% to 0.42%; Eaton Corp. PLC 0.32% to 0.28%. New: Oracle Corp. (0.63%), Pfizer Inc. (0.35%), Arista Networks, Inc. (0.21%), TransDigm Group Inc. (0.18%), Fair Isaac Corp. (0.11%), Texas Pacific Land Corp. (0.08%). Gone: Microsoft Corp. (6.47%), ServiceNow, Inc. (0.44%), Vertex Pharmaceuticals Inc. (0.26%), Intel Corp. (0.24%), Arista Networks, Inc. (0.22%), Cadence Design Systems, Inc. (0.18%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 25 Apr 2025 12:00:00 GMT</pubDate></item><item><title>QVML: filing for 2024-11-30 -- 18 added, 20 dropped, turnover 7.3%</title><link>https://themulden.com/funds/qvml/</link><guid isPermaLink="true">https://themulden.com/funds/qvml/</guid><description>451 positions became 449: 18 added (2.71% of the fund), 20 dropped (2%). Turnover proxy 7.3%. Largest increases: NVIDIA Corp. 5.99% to 7.24%; Apple Inc. 6.96% to 7.33%; Amazon.com, Inc. 3.58% to 3.84%; Meta Platforms, Inc. 2.44% to 2.67%; Alphabet Inc. 4% to 4.13%; Netflix, Inc. 0.69% to 0.82%. Largest decreases: Microsoft Corp. 6.77% to 6.47%; Eli Lilly and Co. 1.68% to 1.38%; Johnson &amp;amp; Johnson 0.93% to 0.78%; Coca-Cola Co. (The) 0.65% to 0.53%; Thermo Fisher Scientific Inc. 0.54% to 0.42%; Advanced Micro Devices, Inc. 0.58% to 0.46%. New: Philip Morris International Inc. (0.42%), Blackrock, Inc. (0.31%), KKR &amp;amp; Co. Inc. (0.24%), Gilead Sciences, Inc. (0.23%), Lam Research Corp. (0.21%), CrowdStrike Holdings, Inc. (0.18%). Gone: Oracle Corp. (0.44%), Lowe&apos;s Cos., Inc. (0.33%), BlackRock, Inc. (0.29%), Lam Research Corp. (0.23%), Marriott International, Inc. (0.13%), TE Connectivity 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 Jan 2025 12:00:00 GMT</pubDate></item><item><title>QVML: filing for 2024-08-31 -- 19 added, 16 dropped, turnover 6.3%</title><link>https://themulden.com/funds/qvml/</link><guid isPermaLink="true">https://themulden.com/funds/qvml/</guid><description>448 positions became 451: 19 added (0.96% of the fund), 16 dropped (2.99%). Turnover proxy 6.3%. Largest increases: NVIDIA Corp. 5.73% to 5.99%; JPMorgan Chase &amp;amp; Co. 1.36% to 1.59%; Berkshire Hathaway Inc. 1.82% to 2.03%; Exxon Mobil Corp. 1.09% to 1.3%; Eli Lilly and Co. 1.5% to 1.68%; Broadcom Inc. 1.33% to 1.48%. Largest decreases: Microsoft Corp. 7.53% to 6.77%; Alphabet Inc. 4.72% to 4%; Amazon.com, Inc. 3.88% to 3.58%; Apple Inc. 7.13% to 6.96%; Merck &amp;amp; Co., Inc. 0.78% to 0.67%; Micron Technology, Inc. 0.31% to 0.22%. New: Colgate-Palmolive Co. (0.2%), GE VERNOVA INC. (0.13%), Vistra Corp. (0.07%), Deckers Outdoor Corp. (0.06%), Moderna, Inc. (0.06%), Axon Enterprise, Inc. (0.06%). Gone: Tesla, Inc. (1.34%), Amgen Inc. (0.38%), Bristol-Myers Squibb Co. (0.19%), Gilead Sciences, Inc. (0.19%), Equinix, Inc. (0.17%), O&apos;Reilly Automotive, Inc. (0.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Oct 2024 12:00:00 GMT</pubDate></item><item><title>QVML: filing for 2024-05-31 -- 15 added, 17 dropped, turnover 6.2%</title><link>https://themulden.com/funds/qvml/</link><guid isPermaLink="true">https://themulden.com/funds/qvml/</guid><description>450 positions became 448: 15 added (2.57% of the fund), 17 dropped (0.99%). Turnover proxy 6.2%. Largest increases: Alphabet Inc. 3.85% to 4.72%; NVIDIA Corp. 4.97% to 5.73%; Apple Inc. 6.5% to 7.13%; NextEra Energy, Inc. 0.27% to 0.39%; QUALCOMM Inc. 0.43% to 0.5%; Micron Technology, Inc. 0.26% to 0.31%. Largest decreases: Meta Platforms, Inc. 2.78% to 2.43%; Microsoft Corp. 7.82% to 7.53%; Advanced Micro Devices, Inc. 0.8% to 0.58%; Salesforce, Inc. 0.75% to 0.55%; Intel Corp. 0.48% to 0.3%; Accenture PLC 0.58% to 0.41%. New: Tesla, Inc. (1.34%), Uber Technologies, Inc. (0.32%), Charles Schwab Corp. (The) (0.25%), Dominion Energy, Inc. (0.11%), DexCom, Inc. (0.09%), Fair Isaac Corp. (0.07%). Gone: TransDigm Group Inc. (0.16%), Pioneer Natural Resources Co. (0.14%), Air Products and Chemicals, Inc. (0.13%), Otis Worldwide Corp. (0.1%), American Water Works Co., Inc. (0.06%), Axon Enterprise, Inc. (0.05%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Jul 2024 12:00:00 GMT</pubDate></item><item><title>QVML: filing for 2024-02-29 -- 16 added, 14 dropped, turnover 7.3%</title><link>https://themulden.com/funds/qvml/</link><guid isPermaLink="true">https://themulden.com/funds/qvml/</guid><description>448 positions became 450: 16 added (1.51% of the fund), 14 dropped (2.1%). Turnover proxy 7.3%. Largest increases: NVIDIA Corp. 3.35% to 4.97%; Meta Platforms, Inc. 1.98% to 2.78%; Amazon.com, Inc. 3.67% to 4.02%; Broadcom Inc. 1.13% to 1.45%; Advanced Micro Devices, Inc. 0.52% to 0.8%; Eli Lilly and Co. 1.28% to 1.5%. Largest decreases: Apple Inc. 7.97% to 6.5%; UnitedHealth Group Inc. 1.42% to 1.14%; Alphabet Inc. 4.13% to 3.85%; Adobe Inc. 0.77% to 0.65%; Johnson &amp;amp; Johnson 1.06% to 0.95%; PepsiCo, Inc. 0.65% to 0.57%. New: Intuit Inc. (0.46%), Blackstone Inc. (0.22%), TransDigm Group Inc. (0.16%), Airbnb, Inc. (0.15%), Lululemon Athletica Inc. (0.13%), Baxter International Inc. (0.05%). Gone: McDonald&apos;s Corp. (0.58%), Pfizer Inc. (0.49%), Charles Schwab Corp. (The) (0.25%), Aon PLC (0.19%), AutoZone, Inc. (0.13%), DexCom, Inc. (0.12%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 25 Apr 2024 12:00:00 GMT</pubDate></item><item><title>QVML: filing for 2023-11-30 -- 21 added, 22 dropped, turnover 7%</title><link>https://themulden.com/funds/qvml/</link><guid isPermaLink="true">https://themulden.com/funds/qvml/</guid><description>449 positions became 448: 21 added (5.61% of the fund), 22 dropped (1.46%). Turnover proxy 7%. Largest increases: Microsoft Corp. 7.45% to 7.66%; UnitedHealth Group Inc. 1.35% to 1.42%; Intel Corp. 0.43% to 0.49%; Walt Disney Co. (The) 0.43% to 0.48%; Bank of America Corp. 0.56% to 0.59%; Progressive Corp. (The) 0.23% to 0.26%. Largest decreases: NVIDIA Corp. 3.83% to 3.35%; Alphabet Inc. 4.59% to 4.13%; Apple Inc. 8.4% to 7.97%; Exxon Mobil Corp. 1.3% to 1.12%; Cisco Systems, Inc. 0.7% to 0.55%; Chevron Corp. 0.81% to 0.69%. New: Amazon.com, Inc. (3.67%), ServiceNow, Inc. (0.38%), Palo Alto Networks, Inc. (0.24%), Altria Group, Inc. (0.21%), Aon PLC (0.19%), DexCom, Inc. (0.12%). Gone: Starbucks Corp. (0.33%), Activision Blizzard, Inc. (0.19%), 3M Co. (0.16%), Moderna, Inc. (0.11%), Estee Lauder Cos. Inc. (The) (0.11%), ResMed Inc. (0.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Jan 2024 12:00:00 GMT</pubDate></item><item><title>QVML: filing for 2023-08-31 -- 19 added, 18 dropped, turnover 8.4%</title><link>https://themulden.com/funds/qvml/</link><guid isPermaLink="true">https://themulden.com/funds/qvml/</guid><description>448 positions became 449: 19 added (6.9% of the fund), 18 dropped (1.34%). Turnover proxy 8.4%. Largest increases: Eli Lilly and Co. 1.12% to 1.3%; Alphabet Inc. 4.41% to 4.59%; Adobe Inc. 0.61% to 0.77%; Meta Platforms, Inc. 1.87% to 2.02%; Broadcom Inc. 1.03% to 1.14%; Caterpillar Inc. 0.34% to 0.38%. Largest decreases: Microsoft Corp. 8.01% to 7.45%; Johnson &amp;amp; Johnson 1.35% to 1.13%; UnitedHealth Group Inc. 1.53% to 1.35%; Pfizer Inc. 0.72% to 0.57%; JPMorgan Chase &amp;amp; Co. 1.38% to 1.24%; Bank of America Corp. 0.68% to 0.56%. New: NVIDIA Corp. (3.83%), Salesforce, Inc. (0.68%), McDonald&apos;s Corp. (0.62%), Lowe&apos;s Cos., Inc. (0.4%), Starbucks Corp. (0.33%), Autodesk, Inc. (0.14%). Gone: Altria Group, Inc. (0.26%), Colgate-Palmolive Co. (0.21%), Dominion Energy, Inc. (0.14%), Fidelity National Information Services, Inc. (0.11%), Digital Realty Trust, Inc. (0.1%), Mettler-Toledo International Inc. (0.09%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 30 Oct 2023 12:00:00 GMT</pubDate></item><item><title>QVML: filing for 2023-05-31 -- 13 added, 13 dropped, turnover 9.3%</title><link>https://themulden.com/funds/qvml/</link><guid isPermaLink="true">https://themulden.com/funds/qvml/</guid><description>448 positions became 448: 13 added (2.3% of the fund), 13 dropped (4.44%). Turnover proxy 9.3%. Largest increases: Microsoft Corp. 6.26% to 8.01%; Apple Inc. 7.54% to 8.51%; Alphabet Inc. 3.52% to 4.41%; Meta Platforms, Inc. 1.33% to 1.87%; Eli Lilly and Co. 0.79% to 1.12%; Broadcom Inc. 0.82% to 1.03%. Largest decreases: Bank of America Corp. 0.89% to 0.68%; Exxon Mobil Corp. 1.59% to 1.4%; Charles Schwab Corp. (The) 0.39% to 0.27%; Chevron Corp. 0.99% to 0.88%; Wells Fargo &amp;amp; Co. 0.64% to 0.54%; Walt Disney Co. (The) 0.62% to 0.54%. New: Linde PLC (0.57%), Oracle Corp. (0.53%), Intuitive Surgical, Inc. (0.36%), Equinix, Inc. (0.23%), GE HealthCare Technologies Inc. (0.09%), Mettler-Toledo International Inc. (0.09%). Gone: Tesla, Inc. (1.98%), McDonald&apos;s Corp. (0.63%), Rounderway PLC (0.56%), Philip Morris International Inc. (0.47%), Lowe&apos;s Cos., Inc. (0.43%), First Republic Bank (0.08%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Jul 2023 12:00:00 GMT</pubDate></item><item><title>QVML: filing for 2023-02-28 -- 17 added, 18 dropped, turnover 7%</title><link>https://themulden.com/funds/qvml/</link><guid isPermaLink="true">https://themulden.com/funds/qvml/</guid><description>449 positions became 448: 17 added (3.53% of the fund), 18 dropped (3.27%). Turnover proxy 7%. Largest increases: Tesla, Inc. 1.54% to 1.98%; Meta Platforms, Inc. 0.89% to 1.33%; JPMorgan Chase &amp;amp; Co. 1.29% to 1.42%; Apple Inc. 7.43% to 7.54%; Broadcom Inc. 0.72% to 0.82%; Prologis, Inc. 0.28% to 0.37%. Largest decreases: Alphabet Inc. 3.73% to 3.52%; UnitedHealth Group Inc. 1.66% to 1.45%; Chevron Corp. 1.19% to 0.99%; Johnson &amp;amp; Johnson 1.49% to 1.31%; Pfizer Inc. 0.9% to 0.73%; Eli Lilly and Co. 0.92% to 0.79%. New: Home Depot, Inc. (The) (0.99%), McDonald&apos;s Corp. (0.63%), Walt Disney Co. (The) (0.62%), PayPal Holdings, Inc. (0.29%), Altria Group, Inc. (0.27%), Rockwell Automation, Inc. (0.12%). Gone: NVIDIA Corp. (1.52%), Salesforce, Inc. (0.53%), Equinix, Inc. (0.21%), Aon PLC (0.2%), Crown Castle Inc. (0.19%), Mettler-Toledo International Inc. (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 01 May 2023 12:00:00 GMT</pubDate></item><item><title>QVML: filing for 2022-11-30 -- 15 added, 16 dropped, turnover 6.6%</title><link>https://themulden.com/funds/qvml/</link><guid isPermaLink="true">https://themulden.com/funds/qvml/</guid><description>450 positions became 449: 15 added (1.53% of the fund), 16 dropped (2.14%). Turnover proxy 6.6%. Largest increases: Exxon Mobil Corp. 1.23% to 1.55%; NVIDIA Corp. 1.25% to 1.52%; Chevron Corp. 0.97% to 1.19%; Merck &amp;amp; Co., Inc. 0.74% to 0.89%; JPMorgan Chase &amp;amp; Co. 1.15% to 1.29%; Berkshire Hathaway Inc. 1.74% to 1.87%. Largest decreases: Tesla, Inc. 2.39% to 1.54%; Apple Inc. 8.09% to 7.43%; Meta Platforms, Inc. 1.22% to 0.89%; Alphabet Inc. 4.04% to 3.73%; Microsoft Corp. 6.5% to 6.26%; Dominion Energy, Inc. 0.23% to 0.16%. New: Netflix, Inc. (0.43%), Booking Holdings Inc. (0.27%), ON Semiconductor Corp. (0.11%), VICI Properties Inc. (0.1%), Mettler-Toledo International Inc. (0.1%), Keurig Dr Pepper Inc. (0.09%). Gone: Intuit Inc. (0.4%), PayPal Holdings, Inc. (0.35%), Altria Group, Inc. (0.3%), Intuitive Surgical, Inc. (0.25%), Motorola Solutions, Inc. (0.14%), Fortinet, Inc. (0.11%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 30 Jan 2023 12:00:00 GMT</pubDate></item><item><title>QVML: filing for 2022-08-31 -- 19 added, 19 dropped, turnover 7.8%</title><link>https://themulden.com/funds/qvml/</link><guid isPermaLink="true">https://themulden.com/funds/qvml/</guid><description>450 positions became 450: 19 added (3.8% of the fund), 19 dropped (3.25%). Turnover proxy 7.8%. Largest increases: Apple Inc. 7.32% to 8.09%; UnitedHealth Group Inc. 1.43% to 1.62%; S&amp;amp;P Global Inc. 0.25% to 0.42%; Costco Wholesale Corp. 0.63% to 0.76%; Walmart Inc. 0.55% to 0.65%; Warner Bros. Discovery, Inc. 0.03% to 0.11%. Largest decreases: Meta Platforms, Inc. 1.52% to 1.22%; NVIDIA Corp. 1.54% to 1.25%; Mastercard Inc. 1.06% to 0.92%; JPMorgan Chase &amp;amp; Co. 1.29% to 1.15%; Advanced Micro Devices, Inc. 0.58% to 0.46%; Visa Inc. 1.2% to 1.08%. New: Tesla, Inc. (2.39%), PayPal Holdings, Inc. (0.35%), Equinix, Inc. (0.2%), Marriott International, Inc. (0.14%), Dexcom, Inc. (0.1%), ANSYS, Inc. (0.07%). Gone: Home Depot, Inc. (The) (0.99%), Walt Disney Co. (The) (0.7%), Booking Holdings, Inc. (0.3%), Charter Communications, Inc. (0.21%), Ecolab, Inc. (0.14%), Baxter International, Inc. (0.13%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 31 Oct 2022 12:00:00 GMT</pubDate></item><item><title>QVML: filing for 2022-05-31 -- 16 added, 15 dropped, turnover 7.7%</title><link>https://themulden.com/funds/qvml/</link><guid isPermaLink="true">https://themulden.com/funds/qvml/</guid><description>449 positions became 450: 16 added (3.03% of the fund), 15 dropped (3.88%). Turnover proxy 7.7%. Largest increases: Exxon Mobil Corp. 0.98% to 1.2%; Mastercard, Inc. 0.89% to 1.06%; Johnson &amp;amp; Johnson 1.27% to 1.43%; Visa, Inc. 1.04% to 1.2%; Eli Lilly and Co. 0.62% to 0.74%; UnitedHealth Group, Inc. 1.31% to 1.43%. Largest decreases: Alphabet, Inc. 4.64% to 4.16%; NVIDIA Corp. 1.92% to 1.54%; Microsoft Corp. 6.83% to 6.58%; Apple, Inc. 7.55% to 7.32%; salesforce.com, inc. 0.67% to 0.51%; S&amp;amp;P Global, Inc. 0.4% to 0.25%. New: Advanced Micro Devices, Inc. (0.58%), Bristol-Myers Squibb Co. (0.53%), Amgen, Inc. (0.44%), Altria Group, Inc. (0.31%), Crown Castle International Corp. (0.24%), Colgate-Palmolive Co. (0.21%). Gone: Tesla, Inc. (2.33%), Netflix, Inc. (0.55%), Oracle Corp. (0.39%), DexCom, Inc. (0.12%), Enphase Energy, Inc. (0.08%), Take-Two Interactive Software, Inc. (0.06%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 29 Jul 2022 12:00:00 GMT</pubDate></item><item><title>QVML: filing for 2022-02-28 -- 11 added, 13 dropped, turnover 6.6%</title><link>https://themulden.com/funds/qvml/</link><guid isPermaLink="true">https://themulden.com/funds/qvml/</guid><description>451 positions became 449: 11 added (1.29% of the fund), 13 dropped (1.77%). Turnover proxy 6.6%. Largest increases: Apple, Inc. 7.28% to 7.55%; Berkshire Hathaway, Inc. 1.54% to 1.79%; Exxon Mobil Corp. 0.73% to 0.98%; Chevron Corp. 0.63% to 0.82%; Coca-Cola Co. (The) 0.58% to 0.71%; AbbVie, Inc. 0.64% to 0.76%. Largest decreases: Meta Platforms, Inc. 2.24% to 1.52%; NVIDIA Corp. 2.34% to 1.92%; Microsoft Corp. 7.18% to 6.83%; Adobe, Inc. 0.92% to 0.7%; Home Depot, Inc. (The) 1.2% to 1.01%; Alphabet, Inc. 4.79% to 4.64%. New: Netflix, Inc. (0.55%), DexCom, Inc. (0.12%), Baxter International, Inc. (0.12%), Occidental Petroleum Corp. (0.12%), AutoZone, Inc. (0.11%), Verisk Analytics, Inc. (0.09%). Gone: Bristol-Myers Squibb Co. (0.35%), Amgen, Inc. (0.33%), Altria Group, Inc. (0.22%), Colgate-Palmolive Co. (0.18%), Xilinx, Inc. (0.16%), IHS Markit Ltd. (0.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 26 Apr 2022 12:00:00 GMT</pubDate></item><item><title>QVML: filing for 2021-11-30 -- 19 added, 16 dropped, turnover 9.8%</title><link>https://themulden.com/funds/qvml/</link><guid isPermaLink="true">https://themulden.com/funds/qvml/</guid><description>448 positions became 451: 19 added (2.67% of the fund), 16 dropped (6.94%). Turnover proxy 9.8%. Largest increases: Tesla, Inc. 1.59% to 2.47%; Microsoft Corp. 6.37% to 7.18%; NVIDIA Corp. 1.56% to 2.34%; Apple, Inc. 6.67% to 7.28%; Home Depot, Inc. (The) 0.97% to 1.2%; QUALCOMM, Inc. 0.46% to 0.6%. Largest decreases: Meta Platforms, Inc. 2.55% to 2.24%; Walt Disney Co. (The) 0.92% to 0.74%; Visa, Inc. 1.09% to 0.94%; Comcast Corp. 0.78% to 0.66%; Medtronic PLC 0.5% to 0.41%; Johnson &amp;amp; Johnson 1.28% to 1.19%. New: Merck &amp;amp; Co., Inc. (0.55%), Philip Morris International, Inc. (0.38%), Bristol-Myers Squibb Co. (0.35%), Moderna, Inc. (0.27%), Gilead Sciences, Inc. (0.25%), Simon Property Group, Inc. (0.15%). Gone: Amazon.com, Inc. (4.17%), PayPal Holdings, Inc. (0.95%), Netflix, Inc. (0.71%), Advanced Micro Devices, Inc. (0.38%), Autodesk, Inc. (0.19%), Baxter International, Inc. (0.11%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 31 Jan 2022 12:00:00 GMT</pubDate></item></channel></rss>