Each N-PORT filing of SPHB 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/sphb/https://themulden.com/funds/sphb/101 positions became 101: 22 added (21.35% of the fund), 22 dropped (19.01%). Turnover proxy 26.4%. Largest increases: Super Micro Computer, Inc. 1.3% to 1.92%; Datadog, Inc. 0.71% to 1.26%; Micron Technology, Inc. 1.42% to 1.88%; AppLovin Corp. 1.29% to 1.67%; Robinhood Markets, Inc. 1.6% to 1.91%; Hewlett Packard Enterprise Co. 0.93% to 1.21%. Largest decreases: Constellation Energy Corp. 1.34% to 0.68%; Microchip Technology Inc. 1.32% to 0.81%; Vistra Corp. 1.33% to 0.84%; Carvana Co. 1.42% to 1.06%; Albemarle Corp. 1.08% to 0.74%; NRG Energy, Inc. 1.2% to 0.87%. New: Sandisk Corp. (2.15%), Coherent Corp. (1.5%), Ciena Corp. (1.29%), Lumentum Holdings Inc. (1.25%), Carnival Corp. Ltd. (1.21%), Vertiv Holdings Co. (1.11%). Gone: Warner Bros. Discovery, Inc. (1.11%), Carnival Corp. (1.09%), APA Corp. (1.08%), Texas Pacific Land Corp. (1.07%), GE HealthCare Technologies Inc. (0.91%), MGM Resorts International (0.9%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Jul 2026 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/101 positions became 101: 8 added (7.88% of the fund), 8 dropped (6.67%). Turnover proxy 11.3%. Largest increases: Texas Pacific Land Corp. 0.77% to 1.07%; Dell Technologies Inc. 1.09% to 1.38%; Constellation Energy Corp. 1.1% to 1.34%; Keysight Technologies, Inc. 0.9% to 1.1%; Coinbase Global, Inc. 1.37% to 1.56%; Norwegian Cruise Line Holdings Ltd. 1.06% to 1.23%. Largest decreases: Broadcom Inc. 1.33% to 1.06%; Apollo Global Management, Inc. 1.11% to 0.86%; KKR & Co. Inc. 1.2% to 0.94%; EPAM Systems, Inc. 0.87% to 0.64%; AppLovin Corp. 1.5% to 1.29%; Blackstone Inc. 1.02% to 0.82%. New: Carvana Co. (1.42%), Comfort Systems USA, Inc. (1.16%), Moderna, Inc. (1.09%), GE HealthCare Technologies Inc. (0.91%), Generac Holdings Inc. (0.91%), Ares Management Corp. (0.85%). Gone: Nucor Corp. (0.88%), Steel Dynamics, Inc. (0.86%), Citizens Financial Group, Inc. (0.86%), KeyCorp (0.85%), Citigroup Inc. (0.82%), Huntington Bancshares Inc. (0.81%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Apr 2026 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/100 positions became 101: 9 added (8.46% of the fund), 8 dropped (6.95%). Turnover proxy 11.5%. Largest increases: Trade Desk, Inc. (The) 0.61% to 0.89%; Warner Bros. Discovery, Inc. 0.92% to 1.2%; Tapestry, Inc. 0.69% to 0.86%; Meta Platforms, Inc. 0.8% to 0.96%; Applied Materials, Inc. 0.95% to 1.11%; GE Vernova Inc. 0.99% to 1.15%. Largest decreases: Intel Corp. 1.32% to 1.05%; NXP Semiconductors N.V. 1.26% to 1.07%; Expedia Group, Inc. 1.03% to 0.86%; QUALCOMM Inc. 1.07% to 0.9%; APA Corp. 1.2% to 1.04%; NVIDIA Corp. 1.25% to 1.1%. New: Robinhood Markets, Inc. (1.68%), AppLovin Corp. (1.5%), Interactive Brokers Group, Inc. (0.93%), EPAM Systems, Inc. (0.87%), Best Buy Co., Inc. (0.86%), Steel Dynamics, Inc. (0.86%). Gone: Caesars Entertainment, Inc. (1.07%), Dayforce, Inc. (1.07%), Devon Energy Corp. (0.85%), Palo Alto Networks, Inc. (0.85%), Bio-Techne Corp. (0.83%), Quanta Services, Inc. (0.78%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 28 Jan 2026 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/100 positions became 100: 10 added (8.91% of the fund), 10 dropped (7.83%). Turnover proxy 13.9%. Largest increases: Albemarle Corp. 0.98% to 1.31%; Deckers Outdoor Corp. 0.71% to 0.99%; Intel Corp. 1.04% to 1.32%; United Airlines Holdings, Inc. 1.21% to 1.46%; APA Corp. 0.96% to 1.2%; Dayforce, Inc. 0.83% to 1.07%. Largest decreases: Super Micro Computer, Inc. 1.63% to 1.12%; Palantir Technologies Inc. 1.58% to 1.14%; GE Vernova Inc. 1.34% to 0.99%; Tesla, Inc. 1.88% to 1.55%; Vistra Corp. 1.52% to 1.22%; Broadcom Inc. 1.49% to 1.21%. New: Coinbase Global, Inc. (1.48%), Block, Inc. (1.09%), Citizens Financial Group, Inc. (0.88%), Dow Inc. (0.88%), Huntington Bancshares Inc. (0.85%), Bio-Techne Corp. (0.83%). Gone: General Electric Co. (0.86%), Johnson Controls International PLC (0.84%), Hubbell Inc. (0.83%), Boeing Co. (The) (0.82%), Rockwell Automation, Inc. (0.79%), Apple Inc. (0.78%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 29 Oct 2025 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/102 positions became 100: 21 added (17.75% of the fund), 23 dropped (16.72%). Turnover proxy 23%. Largest increases: United Airlines Holdings, Inc. 0.75% to 1.21%; Palantir Technologies Inc. 1.17% to 1.58%; Tesla, Inc. 1.5% to 1.88%; Constellation Energy Corp. 0.86% to 1.23%; Western Digital Corp. 0.87% to 1.22%; Microchip Technology Inc. 1.28% to 1.59%. Largest decreases: Super Micro Computer, Inc. 2.18% to 1.63%; Intel Corp. 1.53% to 1.04%; Synopsys, Inc. 1.29% to 0.9%; NVIDIA Corp. 1.89% to 1.52%; Arista Networks, Inc. 1.39% to 1.07%; Teradyne, Inc. 1.53% to 1.21%. New: GE VERNOVA INC. (1.34%), Warner Bros. Discovery, Inc. (1.12%), Delta Air Lines, Inc. (1.04%), APA Corp. (0.96%), DoorDash, Inc. (0.87%), Williams-Sonoma, Inc. (0.87%). Gone: Builders FirstSource, Inc. (0.91%), Carrier Global Corp. (0.87%), Lennox International Inc. (0.85%), Fair Isaac Corp. (0.84%), Autodesk, Inc. (0.83%), Intuit Inc. (0.83%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 29 Jul 2025 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/101 positions became 102: 20 added (16.29% of the fund), 19 dropped (15.5%). Turnover proxy 21%. Largest increases: Micron Technology, Inc. 1.19% to 1.6%; Monolithic Power Systems, Inc. 1.27% to 1.63%; Intel Corp. 1.25% to 1.53%; NVIDIA Corp. 1.61% to 1.89%; Oracle Corp. 0.81% to 1.06%; Moderna, Inc. 0.75% to 0.97%. Largest decreases: Super Micro Computer, Inc. 3.13% to 2.18%; Palantir Technologies Inc. 1.85% to 1.17%; Enphase Energy, Inc. 1.09% to 0.74%; Albemarle Corp. 1.5% to 1.21%; Builders FirstSource, Inc. 1.15% to 0.91%; Western Digital Corp. 1.11% to 0.87%. New: Arista Networks, Inc. (1.39%), Apollo Global Management, Inc. (1%), Howmet Aerospace Inc. (0.97%), NRG Energy, Inc. (0.91%), Lennox International Inc. (0.85%), General Electric Co. (0.85%). Gone: Arista Networks, Inc. (1.23%), Qorvo, Inc. (1.06%), First Solar, Inc. (0.98%), CarMax, Inc. (0.96%), Estee Lauder Cos. Inc. (The) (0.84%), Insulet Corp. (0.83%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 25 Apr 2025 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/101 positions became 101: 18 added (18.09% of the fund), 18 dropped (15.9%). Turnover proxy 21.2%. Largest increases: Vistra Corp. 0.89% to 1.4%; Intel Corp. 0.9% to 1.25%; Deckers Outdoor Corp. 0.85% to 1.13%; Tesla, Inc. 1.36% to 1.6%; MGM Resorts International 0.77% to 0.94%; Quanta Services, Inc. 1.01% to 1.15%. Largest decreases: Monolithic Power Systems, Inc. 1.82% to 1.27%; Advanced Micro Devices, Inc. 1.66% to 1.38%; Generac Holdings Inc. 1.18% to 0.91%; Enphase Energy, Inc. 1.34% to 1.09%; Builders FirstSource, Inc. 1.37% to 1.15%; Palo Alto Networks, Inc. 0.98% to 0.77%. New: Super Micro Computer, Inc. (3.13%), Palantir Technologies Inc. (1.85%), Lam Research Corp. (1.42%), Dell Technologies Inc. (1.16%), Estee Lauder Cos. Inc. (The) (0.84%), Netflix, Inc. (0.81%). Gone: Super Micro Computer, Inc. (2.02%), Lam Research Corp. (1.37%), American Airlines Group Inc. (0.9%), Alexandria Real Estate Equities, Inc. (0.84%), D.R. Horton, Inc. (0.84%), Intuitive Surgical, Inc. (0.83%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Jan 2025 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/100 positions became 101: 20 added (16.24% of the fund), 19 dropped (16.49%). Turnover proxy 20.4%. Largest increases: Monolithic Power Systems, Inc. 1.48% to 1.82%; Broadcom Inc. 1.26% to 1.53%; Lam Research Corp. 1.16% to 1.37%; American Airlines Group Inc. 0.7% to 0.9%; Micron Technology, Inc. 1% to 1.2%; KLA Corp. 1.22% to 1.42%. Largest decreases: Warner Bros. Discovery, Inc. 1.09% to 0.71%; First Solar, Inc. 1.36% to 0.99%; Enphase Energy, Inc. 1.58% to 1.34%; T. Rowe Price Group, Inc. 0.96% to 0.74%; Carnival Corp. 1.34% to 1.14%; MGM Resorts International 0.97% to 0.77%. New: CrowdStrike Holdings, Inc. (1.32%), KKR & Co. Inc. (0.98%), Keysight Technologies, Inc. (0.94%), Eaton Corp. PLC (0.93%), Hubbell Inc. (0.91%), Constellation Energy Corp. (0.9%). Gone: Comerica Inc. (1.22%), Citizens Financial Group, Inc. (0.99%), Truist Financial Corp. (0.97%), Paramount Global (0.9%), Expedia Group, Inc. (0.89%), U.S. Bancorp (0.88%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Oct 2024 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/100 positions became 100: 20 added (18.58% of the fund), 20 dropped (18.05%). Turnover proxy 23.1%. Largest increases: NVIDIA Corp. 1.36% to 1.86%; First Solar, Inc. 0.88% to 1.36%; Teradyne, Inc. 1.09% to 1.48%; Arista Networks, Inc. 0.94% to 1.23%; Broadcom Inc. 0.97% to 1.26%; Advanced Micro Devices, Inc. 1.34% to 1.59%. Largest decreases: EPAM Systems, Inc. 0.98% to 0.65%; KeyCorp 1.29% to 0.99%; U.S. Bancorp 1.14% to 0.88%; American Airlines Group Inc. 0.94% to 0.7%; Norwegian Cruise Line Holdings Ltd. 1.31% to 1.08%; Fifth Third Bancorp 1.02% to 0.81%. New: Super Micro Computer, Inc. (2.05%), Analog Devices, Inc. (1.01%), Micron Technology, Inc. (1%), Jabil Inc. (0.99%), Synopsys, Inc. (0.99%), Qorvo, Inc. (0.94%). Gone: Zions Bancorporation N.A. (1.44%), V.F. Corp. (1.05%), M&T Bank Corp. (0.96%), Trimble Inc. (0.94%), CBRE Group, Inc. (0.93%), Pool Corp. (0.93%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 29 Jul 2024 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/100 positions became 100: 20 added (18.74% of the fund), 20 dropped (17.71%). Turnover proxy 22.8%. Largest increases: Albemarle Corp. 0.9% to 1.29%; Comerica Inc. 1.09% to 1.4%; Citizens Financial Group, Inc. 0.83% to 1.13%; Zions Bancorporation N.A. 1.15% to 1.44%; KeyCorp 1.07% to 1.29%; Enphase Energy, Inc. 1.18% to 1.39%. Largest decreases: Paramount Global 1.33% to 0.93%; Generac Holdings Inc. 1.41% to 1.16%; Expedia Group, Inc. 1.09% to 0.84%; Etsy, Inc. 1.26% to 1.02%; Match Group, Inc. 1.05% to 0.82%; Paycom Software, Inc. 1.04% to 0.85%. New: U.S. Bancorp (1.14%), Builders FirstSource, Inc. (1.14%), Boston Properties, Inc. (1.05%), Fifth Third Bancorp (1.02%), Regions Financial Corp. (1.01%), Huntington Bancshares Inc. (0.98%). Gone: SolarEdge Technologies, Inc. (1.32%), Fair Isaac Corp. (1.1%), Qorvo, Inc. (0.97%), Salesforce, Inc. (0.95%), Netflix, Inc. (0.91%), Fortinet, Inc. (0.88%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 25 Apr 2024 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/100 positions became 100: 15 added (13.57% of the fund), 15 dropped (13.23%). Turnover proxy 16.5%. Largest increases: SolarEdge Technologies, Inc. 0.92% to 1.32%; Etsy, Inc. 0.98% to 1.26%; Paramount Global 1.08% to 1.33%; Carnival Corp. 1.26% to 1.49%; Comerica Inc. 0.93% to 1.09%; Warner Bros. Discovery, Inc. 0.93% to 1.08%. Largest decreases: NVIDIA Corp. 1.64% to 1.31%; Caesars Entertainment, Inc. 1.47% to 1.3%; CarMax, Inc. 1.01% to 0.85%; Applied Materials, Inc. 1.19% to 1.04%; Broadcom Inc. 0.97% to 0.86%; Whirlpool Corp. 0.86% to 0.74%. New: Blackstone Inc. (1.26%), Enphase Energy, Inc. (1.18%), Airbnb, Inc. (1.13%), Estee Lauder Cos. Inc. (The) (0.88%), Global Payments Inc. (0.88%), Fidelity National Information Services, Inc. (0.86%). Gone: Lincoln National Corp. (1.13%), Seagate Technology Holdings PLC (0.97%), BlackRock, Inc. (0.94%), Apple Inc. (0.93%), Eastman Chemical Co. (0.92%), Charter Communications, Inc. (0.89%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 29 Jan 2024 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/100 positions became 100: 17 added (15.05% of the fund), 17 dropped (14.87%). Turnover proxy 19.4%. Largest increases: V.F. Corp. 0.66% to 1.02%; Align Technology, Inc. 0.97% to 1.24%; Zebra Technologies Corp. 0.96% to 1.2%; Stanley Black & Decker, Inc. 0.76% to 0.99%; Generac Holdings Inc. 1.25% to 1.46%; KeyCorp 0.81% to 1.02%. Largest decreases: Advanced Micro Devices, Inc. 1.55% to 1.21%; Norwegian Cruise Line Holdings Ltd. 1.38% to 1.1%; Royal Caribbean Cruises Ltd. 1.27% to 1.02%; Monolithic Power Systems, Inc. 1.48% to 1.24%; Netflix, Inc. 1.22% to 1%; Carnival Corp. 1.47% to 1.26%. New: Mohawk Industries, Inc. (0.96%), Equifax Inc. (0.94%), Comerica Inc. (0.93%), Masco Corp. (0.92%), Pentair PLC (0.92%), Truist Financial Corp. (0.9%). Gone: DISH Network Corp. (1.21%), Enphase Energy, Inc. (1.05%), Arista Networks, Inc. (0.97%), DXC Technology Co. (0.95%), Cadence Design Systems, Inc. (0.92%), United Airlines Holdings, Inc. (0.88%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 30 Oct 2023 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/100 positions became 100: 13 added (10.68% of the fund), 13 dropped (11.8%). Turnover proxy 15.1%. Largest increases: DISH Network Corp. 0.94% to 1.21%; Adobe Inc. 0.85% to 1.11%; Capital One Financial Corp. 0.88% to 1.12%; Netflix, Inc. 0.99% to 1.22%; Advanced Micro Devices, Inc. 1.33% to 1.55%; Western Digital Corp. 0.9% to 1.09%. Largest decreases: MGM Resorts International 1.1% to 0.84%; Warner Bros. Discovery, Inc. 1.01% to 0.81%; Aptiv PLC 1.17% to 0.97%; DexCom, Inc. 1.01% to 0.82%; Fortinet, Inc. 1.09% to 0.9%; NIKE, Inc. 0.92% to 0.74%. New: DXC Technology Co. (0.95%), Zions Bancorporation N.A. (0.93%), Paramount Global (0.9%), Celanese Corp. (0.88%), Fair Isaac Corp. (0.86%), KeyCorp (0.81%). Gone: SVB Financial Group (1.07%), Signature Bank (1.04%), Wynn Resorts, Ltd. (1.02%), Tapestry, Inc. (0.97%), Synopsys, Inc. (0.94%), Analog Devices, Inc. (0.93%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 Jul 2023 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/101 positions became 100: 10 added (8.16% of the fund), 11 dropped (8.12%). Turnover proxy 11.3%. Largest increases: Generac Holdings Inc. 1.12% to 1.38%; Monolithic Power Systems, Inc. 1.28% to 1.48%; ANSYS, Inc. 0.97% to 1.14%; Illumina, Inc. 0.84% to 1%; Warner Bros. Discovery, Inc. 0.86% to 1.01%; Albemarle Corp. 0.78% to 0.93%. Largest decreases: Etsy, Inc. 1.68% to 1.21%; Advanced Micro Devices, Inc. 1.59% to 1.33%; EPAM Systems, Inc. 1.15% to 0.95%; Bath & Body Works, Inc. 1.14% to 0.93%; Netflix, Inc. 1.15% to 0.99%; Adobe Inc. 0.99% to 0.85%. New: HP Inc. (0.87%), Discover Financial Services (0.85%), Catalent, Inc. (0.84%), Franklin Resources, Inc. (0.83%), IDEXX Laboratories, Inc. (0.83%), Old Dominion Freight Line, Inc. (0.83%). Gone: Las Vegas Sands Corp. (0.92%), ABIOMED, Inc. (0.87%), Booking Holdings Inc. (0.84%), Fortune Brands Home & Security, Inc. (0.84%), Boeing Co. (The) (0.83%), DXC Technology Co. (0.77%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 01 May 2023 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/100 positions became 101: 11 added (8.25% of the fund), 10 dropped (9.4%). Turnover proxy 12.5%. Largest increases: Advanced Micro Devices, Inc. 1.29% to 1.59%; Etsy, Inc. 1.42% to 1.68%; NVIDIA Corp. 1.37% to 1.62%; Caesars Entertainment, Inc. 1.29% to 1.48%; Moderna, Inc. 0.76% to 0.93%; Ceridian HCM Holding Inc. 1.09% to 1.26%. Largest decreases: Albemarle Corp. 1.13% to 0.78%; PayPal Holdings, Inc. 1.15% to 0.96%; Enphase Energy, Inc. 1.35% to 1.18%; Las Vegas Sands Corp. 1.08% to 0.92%; Norwegian Cruise Line Holdings Ltd. 1.44% to 1.29%; Ford Motor Co. 1.04% to 0.9%. New: NIKE, Inc. (0.9%), Analog Devices, Inc. (0.86%), Booking Holdings Inc. (0.84%), Microsoft Corp. (0.84%), Fortune Brands Home & Security, Inc. (0.84%), First Republic Bank (0.82%). Gone: APA Corp. (1.19%), PENN Entertainment, Inc. (1.07%), Ulta Beauty, Inc. (1.02%), PVH Corp. (0.94%), Chipotle Mexican Grill, Inc. (0.9%), Gartner, Inc. (0.89%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 30 Jan 2023 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/101 positions became 100: 11 added (10.01% of the fund), 12 dropped (9.09%). Turnover proxy 13.7%. Largest increases: Royal Caribbean Cruises Ltd. 0.85% to 1.24%; Norwegian Cruise Line Holdings Ltd. 1.15% to 1.44%; Tesla, Inc. 1.04% to 1.3%; Carnival Corp. 1.05% to 1.29%; APA Corp. 0.97% to 1.19%; Bath & Body Works, Inc. 0.81% to 1.02%. Largest decreases: Synopsys, Inc. 1.2% to 1%; NVIDIA Corp. 1.57% to 1.37%; Tapestry, Inc. 1.21% to 1.02%; PVH Corp. 1.13% to 0.94%; Fortinet, Inc. 1.31% to 1.12%; Teradyne, Inc. 1.18% to 1.01%. New: ON Semiconductor Corp. (1.42%), General Motors Co. (1%), Warner Bros. Discovery, Inc. (0.91%), Illumina, Inc. (0.89%), The Boeing Co. (0.89%), DXC Technology Co. (0.85%). Gone: Under Armour, Inc. (1.02%), Analog Devices, Inc. (0.9%), First Republic Bank (0.86%), Discover Financial Services (0.82%), Charles Schwab Corp. (The) (0.82%), Booking Holdings, Inc. (0.82%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 31 Oct 2022 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/101 positions became 101: 22 added (20.1% of the fund), 22 dropped (19.96%). Turnover proxy 25%. Largest increases: EPAM Systems, Inc. 0.49% to 1.37%; Albemarle Corp. 0.91% to 1.26%; Meta Platforms, Inc. 0.85% to 1.11%; Intuit, Inc. 0.83% to 1.08%; Norwegian Cruise Line Holdings Ltd. 0.91% to 1.15%; PVH Corp. 0.9% to 1.13%. Largest decreases: SolarEdge Technologies, Inc. 1.69% to 1.15%; Freeport-McMoRan, Inc. 1.22% to 0.89%; Twitter, Inc. 0.98% to 0.67%; Penn National Gaming, Inc. 1.36% to 1.05%; Teradyne, Inc. 1.46% to 1.18%; APA Corp. 1.23% to 0.97%. New: Tapestry, Inc. (1.21%), Las Vegas Sands Corp. (1.04%), American Airlines Group, Inc. (1.02%), Under Armour, Inc. (1.02%), Wynn Resorts Ltd. (1.01%), Amazon.com, Inc. (0.99%). Gone: Devon Energy Corp. (1.21%), Mosaic Co. (The) (1.15%), Occidental Petroleum Corp. (1.1%), Diamondback Energy, Inc. (1.06%), Marathon Oil Corp. (1.03%), Bio-Techne Corp. (0.95%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 29 Jul 2022 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/100 positions became 101: 26 added (22.55% of the fund), 25 dropped (21.68%). Turnover proxy 25.9%. Largest increases: Fortinet, Inc. 0.91% to 1.25%; Mosaic Co. (The) 0.87% to 1.15%; SVB Financial Group 0.95% to 1.19%; Etsy, Inc. 1.06% to 1.26%; Cadence Design Systems, Inc. 0.98% to 1.17%; Monolithic Power Systems, Inc. 1.25% to 1.43%. Largest decreases: Lam Research Corp. 1.59% to 1.3%; QUALCOMM, Inc. 1.25% to 1.03%; Microchip Technology, Inc. 1.43% to 1.22%; Western Digital Corp. 1.24% to 1.04%; Lincoln National Corp. 1.06% to 0.86%; Bath & Body Works, Inc. 1.04% to 0.85%. New: SolarEdge Technologies, Inc. (1.69%), ServiceNow, Inc. (1.04%), Intuitive Surgical, Inc. (1.01%), Ceridian HCM Holding, Inc. (1%), Signature Bank (0.97%), D.R. Horton, Inc. (0.96%). Gone: Synchrony Financial (0.96%), ONEOK, Inc. (0.96%), Principal Financial Group, Inc. (0.95%), Simon Property Group, Inc. (0.95%), Zions Bancorp N.A. (0.93%), Marathon Petroleum Corp. (0.93%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 26 Apr 2022 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/100 positions became 100: 15 added (13.44% of the fund), 15 dropped (13.73%). Turnover proxy 17.8%. Largest increases: Western Digital Corp. 0.83% to 1.24%; Micron Technology, Inc. 0.99% to 1.36%; Lam Research Corp. 1.26% to 1.59%; Teradyne, Inc. 1.26% to 1.56%; PVH Corp. 0.82% to 1.03%; Enphase Energy, Inc. 1.19% to 1.39%. Largest decreases: Tesla, Inc. 1.51% to 1.25%; Caesars Entertainment, Inc. 1.46% to 1.23%; MGM Resorts International 1.11% to 0.89%; Booking Holdings, Inc. 1.02% to 0.83%; Gap, Inc. (The) 1% to 0.84%; Royal Caribbean Cruises Ltd. 0.93% to 0.77%. New: Franklin Resources, Inc. (0.96%), Principal Financial Group, Inc. (0.95%), Ameriprise Financial, Inc. (0.95%), Zions Bancorp N.A. (0.93%), CDW Corp. (0.92%), T. Rowe Price Group, Inc. (0.91%). Gone: DexCom, Inc. (1.01%), Intuitive Surgical, Inc. (0.97%), Adobe, Inc. (0.97%), salesforce.com, inc. (0.96%), Alphabet, Inc. (0.96%), Microsoft Corp. (0.94%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 31 Jan 2022 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/100 positions became 100: 31 added (30.22% of the fund), 31 dropped (27.45%). Turnover proxy 34.2%. Largest increases: NVIDIA Corp. 0.98% to 1.36%; Tesla, Inc. 1.17% to 1.51%; Skyworks Solutions, Inc. 0.97% to 1.27%; Monolithic Power Systems, Inc. 1.03% to 1.3%; KLA Corp. 1.02% to 1.28%; Qorvo, Inc. 1.03% to 1.27%. Largest decreases: Norwegian Cruise Line Holdings Ltd. 1.56% to 0.97%; United Airlines Holdings, Inc. 1.38% to 0.9%; Royal Caribbean Cruises Ltd. 1.41% to 0.93%; Carnival Corp. 1.42% to 0.99%; Occidental Petroleum Corp. 1.37% to 1.01%; Boeing Co. (The) 1.27% to 0.98%. New: Synopsys, Inc. (1.16%), Apple, Inc. (1.13%), Cadence Design Systems, Inc. (1.08%), ANSYS, Inc. (1.07%), Etsy, Inc. (1.04%), PayPal Holdings, Inc. (1.04%). Gone: American Airlines Group, Inc. (1.12%), Delta Air Lines, Inc. (1.07%), L Brands, Inc. (1.03%), Schlumberger Ltd. (0.96%), Citizens Financial Group, Inc. (0.94%), Fifth Third Bancorp (0.93%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 29 Oct 2021 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/100 positions became 100: 24 added (23.66% of the fund), 24 dropped (21.98%). Turnover proxy 27.1%. Largest increases: Enphase Energy, Inc. 0.84% to 1.15%; Howmet Aerospace, Inc. 0.9% to 1.16%; NVIDIA Corp. 0.76% to 0.98%; Diamondback Energy, Inc. 0.96% to 1.17%; Paycom Software, Inc. 0.79% to 0.99%; United Airlines Holdings, Inc. 1.18% to 1.38%. Largest decreases: Lincoln National Corp. 1.5% to 1.16%; Ameriprise Financial, Inc. 1.14% to 0.84%; Pioneer Natural Resources Co. 1.05% to 0.8%; Unum Group 1.2% to 0.98%; Prudential Financial, Inc. 1.04% to 0.84%; KeyCorp 1.08% to 0.9%. New: Caesars Entertainment, Inc. (1.46%), Penn National Gaming, Inc. (1.21%), Tesla, Inc. (1.17%), APA Corp. (1.16%), NXP Semiconductors N.V. (1.16%), Teradyne, Inc. (1.11%). Gone: Apache Corp. (1.31%), Tapestry, Inc. (1.11%), Darden Restaurants, Inc. (1.06%), SL Green Realty Corp. (0.98%), American Express Co. (0.97%), MetLife, Inc. (0.95%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 30 Jul 2021 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/100 positions became 100: 7 added (6.51% of the fund), 7 dropped (6.78%). Turnover proxy 9.5%. Largest increases: Royal Caribbean Cruises Ltd. 1.22% to 1.53%; Gap, Inc. (The) 0.86% to 1.08%; Valero Energy Corp. 0.97% to 1.1%; Truist Financial Corp. 0.84% to 0.97%; Comerica, Inc. 0.87% to 0.99%; Carnival Corp. 1.44% to 1.55%. Largest decreases: Occidental Petroleum Corp. 1.46% to 1.19%; Paycom Software, Inc. 0.96% to 0.79%; Apache Corp. 1.49% to 1.31%; DISH Network Corp. 1.04% to 0.88%; Diamondback Energy, Inc. 1.11% to 0.96%; Boeing Co. (The) 1.21% to 1.08%. New: NOV, Inc. (1.11%), SL Green Realty Corp. (0.98%), HollyFrontier Corp. (0.97%), Expedia Group, Inc. (0.88%), EOG Resources, Inc. (0.87%), Kimco Realty Corp. (0.85%). Gone: TechnipFMC PLC (1.15%), National Oilwell Varco, Inc. (1.13%), Mosaic Co. (The) (1%), SL Green Realty Corp. (0.93%), Micron Technology, Inc. (0.9%), Qorvo, Inc. (0.84%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 29 Apr 2021 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/100 positions became 100: 6 added (5.06% of the fund), 6 dropped (5.56%). Turnover proxy 9.1%. Largest increases: Occidental Petroleum Corp. 1.03% to 1.46%; Apache Corp. 1.19% to 1.49%; Diamondback Energy, Inc. 0.84% to 1.11%; Devon Energy Corp. 0.99% to 1.23%; TechnipFMC PLC 0.94% to 1.15%; Marathon Oil Corp. 0.83% to 1.02%. Largest decreases: Gap, Inc. (The) 1.18% to 0.86%; NVIDIA Corp. 1.02% to 0.83%; Royal Caribbean Cruises Ltd. 1.38% to 1.22%; Weyerhaeuser Co. 1.21% to 1.07%; Microchip Technology, Inc. 1.07% to 0.94%; Truist Financial Corp. 0.96% to 0.84%. New: Delta Air Lines, Inc. (0.92%), Qorvo, Inc. (0.84%), Sysco Corp. (0.83%), Phillips 66 (0.82%), Corning, Inc. (0.82%), PulteGroup, Inc. (0.82%). Gone: Noble Energy, Inc. (1.13%), E*TRADE Financial Corp. (1.03%), Kohl's Corp. (0.9%), ViacomCBS, Inc. (0.89%), Under Armour, Inc. (0.82%), Coty, Inc. (0.79%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 29 Jan 2021 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/100 positions became 100: 10 added (8.78% of the fund), 10 dropped (7.92%). Turnover proxy 11.7%. Largest increases: DXC Technology Co. 0.99% to 1.26%; Freeport-McMoRan, Inc. 0.98% to 1.2%; Apache Corp. 0.98% to 1.19%; SL Green Realty Corp. 0.73% to 0.93%; Simon Property Group, Inc. 0.82% to 0.98%; Occidental Petroleum Corp. 0.89% to 1.03%. Largest decreases: Lincoln National Corp. 1.67% to 1.4%; Baker Hughes Co. 1.08% to 0.81%; Ameriprise Financial, Inc. 1.44% to 1.2%; ViacomCBS, Inc. 1.1% to 0.89%; DISH Network Corp. 1.16% to 0.96%; ONEOK, Inc. 1.15% to 0.99%. New: Howmet Aerospace, Inc. (0.93%), Xerox Holdings Corp. (0.92%), Mosaic Co. (The) (0.92%), CBRE Group, Inc. (0.9%), Welltower, Inc. (0.89%), TransDigm Group, Inc. (0.88%). Gone: Harley-Davidson, Inc. (1.01%), Alliance Data Systems Corp. (0.94%), Moody's Corp. (0.87%), Broadcom, Inc. (0.85%), Nordstrom, Inc. (0.85%), Corning, Inc. (0.85%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 30 Oct 2020 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/101 positions became 100: 46 added (45.66% of the fund), 47 dropped (46.71%). Turnover proxy 50.3%. Largest increases: Lincoln National Corp. 0.98% to 1.67%; Ameriprise Financial, Inc. 0.95% to 1.44%; Discover Financial Services 0.91% to 1.32%; Halliburton Co. 0.83% to 1.25%; Gap, Inc. (The) 0.89% to 1.13%; Marathon Petroleum Corp. 0.88% to 1.11%. Largest decreases: Micron Technology, Inc. 1.38% to 0.86%; NVIDIA Corp. 1.51% to 1.02%; Qorvo, Inc. 1.13% to 0.82%; Western Digital Corp. 1.27% to 0.99%; Wynn Resorts, Ltd. 1.22% to 0.96%; United Rentals, Inc. 1.32% to 1.12%. New: Norwegian Cruise Line Holdings Ltd. (1.52%), Royal Caribbean Cruises Ltd. (1.39%), Carnival Corp. (1.29%), MGM Resorts International (1.25%), DISH Network Corp. (1.16%), ONEOK, Inc. (1.15%). Gone: IPG Photonics Corp. (1.55%), Advanced Micro Devices, Inc. (1.37%), Keysight Technologies, Inc. (1.29%), Capri Holdings Ltd. (1.2%), Xilinx, Inc. (1.14%), Analog Devices, Inc. (1.1%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 30 Jul 2020 12:00:00 GMThttps://themulden.com/funds/sphb/https://themulden.com/funds/sphb/100 positions became 101: 30 added (26.69% of the fund), 29 dropped (28.06%). Turnover proxy 30.9%. Largest increases: E*TRADE Financial Corp. 0.93% to 1.24%; Apache Corp. 0.85% to 1.15%; IPG Photonics Corp. 1.26% to 1.55%; BorgWarner, Inc. 0.82% to 1.05%; Keysight Technologies, Inc. 1.07% to 1.29%; Aptiv PLC 0.85% to 1.05%. Largest decreases: Advanced Micro Devices, Inc. 1.83% to 1.37%; Autodesk, Inc. 1.29% to 0.95%; Align Technology, Inc. 1.25% to 0.93%; ANSYS, Inc. 1.08% to 0.85%; Twitter, Inc. 1.2% to 0.98%; Apple, Inc. 1.11% to 0.91%. New: Capri Holdings Ltd. (1.2%), Zebra Technologies Corp. (1.03%), Franklin Resources, Inc. (0.99%), Rockwell Automation, Inc. (0.98%), ServiceNow, Inc. (0.97%), Paycom Software, Inc. (0.97%). Gone: Netflix, Inc. (1.2%), Adobe, Inc. (1.12%), Arista Networks, Inc. (1.12%), Amazon.com, Inc. (1.11%), Intuitive Surgical, Inc. (1.11%), Illumina, Inc. (1.1%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Apr 2020 12:00:00 GMT