Each N-PORT filing of SPMO 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/spmo/https://themulden.com/funds/spmo/100 positions became 100: 54 added (59% of the fund), 54 dropped (46.3%). Turnover proxy 60.5%. Largest increases: Seagate Technology Holdings PLC 0.51% to 1.88%; Corning Inc. 0.86% to 0.95%; Quanta Services, Inc. 0.48% to 0.48%. Largest decreases: Palantir Technologies Inc. 3.54% to 1.39%; Broadcom Inc. 9.02% to 7.57%; GE Vernova Inc. 2.7% to 1.33%; General Electric Co. 2.6% to 1.63%; CME Group Inc. 1.16% to 0.41%; Philip Morris International Inc. 2.03% to 1.29%. New: Micron Technology, Inc. (10.72%), Alphabet Inc. (4.81%), Advanced Micro Devices, Inc. (4.14%), Johnson & Johnson (3.85%), Alphabet Inc. (3.81%), Lam Research Corp. (3.53%). Gone: Meta Platforms, Inc. (7.67%), JPMorgan Chase & Co. (5.14%), Walmart Inc. (4.04%), Netflix, Inc. (3.81%), Visa Inc. (3.16%), Oracle Corp. (1.79%). 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/spmo/https://themulden.com/funds/spmo/100 positions became 100: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 6%. Largest increases: GE Vernova Inc. 1.84% to 2.7%; Walmart Inc. 3.47% to 4.04%; Corning Inc. 0.48% to 0.86%; General Electric Co. 2.26% to 2.6%; Philip Morris International Inc. 1.7% to 2.03%; Deere & Co. 0.72% to 0.99%. Largest decreases: Broadcom Inc. 11.3% to 9.02%; Palantir Technologies Inc. 4.32% to 3.54%; Oracle Corp. 2.47% to 1.79%; Netflix, Inc. 4.23% to 3.81%; International Business Machines Corp. 1.54% to 1.21%; CrowdStrike Holdings, Inc. 0.99% to 0.73%. 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/spmo/https://themulden.com/funds/spmo/99 positions became 100: 41 added (23.51% of the fund), 40 dropped (28.94%). Turnover proxy 34.7%. Largest increases: Broadcom Inc. 6.04% to 11.3%; Palantir Technologies Inc. 3.26% to 4.32%; Netflix, Inc. 3.31% to 4.23%; GE Vernova Inc. 1.15% to 1.84%; International Business Machines Corp. 1.07% to 1.54%; AT&T Inc. 1.14% to 1.51%. Largest decreases: NVIDIA Corp. 10.91% to 8.82%; Meta Platforms, Inc. 8.65% to 7.62%; Walmart Inc. 4.26% to 3.47%; Boston Scientific Corp. 1.39% to 1.09%; T-Mobile US, Inc. 0.76% to 0.52%; BlackRock, Inc. 0.95% to 0.74%. New: Visa Inc. (3.28%), Oracle Corp. (2.47%), Cisco Systems, Inc. (2.26%), Amphenol Corp. (1.25%), Charles Schwab Corp. (The) (1.2%), Gilead Sciences, Inc. (1.18%). Gone: Amazon.com, Inc. (8.44%), Tesla, Inc. (4.55%), Costco Wholesale Corp. (2.38%), Bank of America Corp. (1.58%), American Express Co. (1.2%), Intuitive Surgical, Inc. (0.87%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 29 Jan 2026 12:00:00 GMThttps://themulden.com/funds/spmo/https://themulden.com/funds/spmo/99 positions became 99: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.6%. Largest increases: NVIDIA Corp. 9.35% to 10.91%; Broadcom Inc. 5.43% to 6.04%; Meta Platforms, Inc. 8.37% to 8.65%; Palantir Technologies Inc. 3.02% to 3.26%; Arista Networks, Inc. 0.44% to 0.63%; Goldman Sachs Group, Inc. (The) 1.41% to 1.58%. Largest decreases: Tesla, Inc. 5.21% to 4.55%; Walmart Inc. 4.79% to 4.26%; Costco Wholesale Corp. 2.9% to 2.38%; Netflix, Inc. 3.66% to 3.31%; Philip Morris International Inc. 1.95% to 1.64%; Intuitive Surgical, Inc. 1.12% to 0.87%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 30 Oct 2025 12:00:00 GMThttps://themulden.com/funds/spmo/https://themulden.com/funds/spmo/99 positions became 99: 45 added (28.38% of the fund), 45 dropped (27.15%). Turnover proxy 35%. Largest increases: Walmart Inc. 2.64% to 4.79%; Meta Platforms, Inc. 7.08% to 8.37%; NVIDIA Corp. 8.44% to 9.35%; Boston Scientific Corp. 1.1% to 1.53%; Axon Enterprise, Inc. 0.25% to 0.52%; Royal Caribbean Cruises Ltd. 0.28% to 0.55%. Largest decreases: Amazon.com, Inc. 9.59% to 8.35%; Costco Wholesale Corp. 4.12% to 2.9%; Broadcom Inc. 6.22% to 5.43%; Progressive Corp. (The) 1.67% to 0.97%; JPMorgan Chase & Co. 5.46% to 5.04%; Arista Networks, Inc. 0.86% to 0.44%. New: Tesla, Inc. (5.21%), Netflix, Inc. (3.66%), Palantir Technologies Inc. (3.02%), Philip Morris International Inc. (1.95%), Bank of America Corp. (1.52%), Wells Fargo & Co. (1.5%). Gone: Berkshire Hathaway Inc. (6.24%), Eli Lilly and Co. (6.02%), Amgen Inc. (1.06%), McKesson Corp. (0.81%), Chubb Ltd. (0.78%), Vertex Pharmaceuticals Inc. (0.75%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Jul 2025 12:00:00 GMThttps://themulden.com/funds/spmo/https://themulden.com/funds/spmo/99 positions became 99: 1 added (0.86% of the fund), 1 dropped (0.97%). Turnover proxy 5.2%. Largest increases: Broadcom Inc. 5.21% to 6.22%; Meta Platforms, Inc. 6.27% to 7.08%; Eli Lilly and Co. 5.37% to 6.02%; General Electric Co. 2.09% to 2.3%; Berkshire Hathaway Inc. 6.05% to 6.24%; Costco Wholesale Corp. 3.94% to 4.12%. Largest decreases: NVIDIA Corp. 9.64% to 8.44%; KKR & Co. Inc. 1.3% to 1.05%; Eaton Corp. PLC 0.97% to 0.73%; Trane Technologies PLC 0.84% to 0.7%; Fair Isaac Corp. 0.58% to 0.44%; Vistra Corp. 0.65% to 0.53%. New: Arista Networks, Inc. (0.86%). Gone: Arista Networks, Inc. (0.97%). 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/spmo/https://themulden.com/funds/spmo/100 positions became 99: 45 added (21.63% of the fund), 46 dropped (37.77%). Turnover proxy 42.5%. Largest increases: JPMorgan Chase & Co. 2.52% to 5.31%; Amazon.com, Inc. 6.98% to 9.69%; Berkshire Hathaway Inc. 3.92% to 6.05%; Costco Wholesale Corp. 2.26% to 3.94%; Walmart Inc. 1.09% to 2.55%; General Electric Co. 1.29% to 2.09%. Largest decreases: NVIDIA Corp. 12.09% to 9.64%; Meta Platforms, Inc. 8.52% to 6.27%; Invesco Government & Agency Portfolio 0.07% to 0.01%; PulteGroup, Inc. 0.19% to 0.18%; Cboe Global Markets, Inc. 0.14% to 0.14%. New: Progressive Corp. (The) (1.64%), Goldman Sachs Group, Inc. (The) (1.46%), American Express Co. (1.44%), KKR & Co. Inc. (1.3%), AT&T Inc. (1.13%), RTX Corp. (1.01%). Gone: Apple Inc. (10.15%), Microsoft Corp. (8.08%), Advanced Micro Devices, Inc. (1.5%), Salesforce, Inc. (1.42%), Adobe Inc. (1.38%), Netflix, Inc. (1.29%). 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/spmo/https://themulden.com/funds/spmo/100 positions became 100: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3%. Largest increases: Apple Inc. 9.3% to 10.15%; Adobe Inc. 1.16% to 1.38%; Berkshire Hathaway Inc. 3.72% to 3.92%; Meta Platforms, Inc. 8.32% to 8.52%; Eli Lilly and Co. 4.8% to 4.98%; ServiceNow, Inc. 0.83% to 0.99%. Largest decreases: Microsoft Corp. 8.77% to 8.08%; Amazon.com, Inc. 7.54% to 6.98%; Advanced Micro Devices, Inc. 1.83% to 1.5%; Intel Corp. 0.56% to 0.37%; Lam Research Corp. 0.66% to 0.53%; Applied Materials, Inc. 0.78% to 0.66%. 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/spmo/https://themulden.com/funds/spmo/101 positions became 100: 45 added (48.84% of the fund), 46 dropped (20.35%). Turnover proxy 49.6%. Largest increases: NVIDIA Corp. 11.33% to 12.11%. Largest decreases: Meta Platforms, Inc. 11.71% to 8.32%; JPMorgan Chase & Co. 5.77% to 2.47%; Broadcom Inc. 7.38% to 4.81%; Netflix, Inc. 3.48% to 1.29%; Eli Lilly and Co. 6.35% to 4.8%; General Electric Co. 2.7% to 1.33%. New: Apple Inc. (9.3%), Microsoft Corp. (8.77%), Amazon.com, Inc. (7.54%), Berkshire Hathaway Inc. (3.72%), Costco Wholesale Corp. (2.23%), Advanced Micro Devices, Inc. (1.83%). Gone: Merck & Co., Inc. (2.66%), Oracle Corp. (2.32%), Caterpillar Inc. (1.47%), Boeing Co. (The) (1.12%), Gilead Sciences, Inc. (0.81%), Deere & Co. (0.74%). 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/spmo/https://themulden.com/funds/spmo/101 positions became 101: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 6.4%. Largest increases: NVIDIA Corp. 8.38% to 11.33%; Meta Platforms, Inc. 9.78% to 11.71%; Broadcom Inc. 6.57% to 7.38%; Eli Lilly and Co. 6.23% to 6.35%; Applied Materials, Inc. 1.22% to 1.31%; Caterpillar Inc. 1.38% to 1.47%. Largest decreases: Oracle Corp. 3.02% to 2.32%; Boeing Co. (The) 1.6% to 1.12%; Linde PLC 2.35% to 2.04%; JPMorgan Chase & Co. 6.06% to 5.77%; Gilead Sciences, Inc. 1.07% to 0.81%; Walmart Inc. 2.45% to 2.21%. 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/spmo/https://themulden.com/funds/spmo/100 positions became 101: 65 added (74.14% of the fund), 64 dropped (56.98%). Turnover proxy 74.7%. Largest increases: PG&E Corp. 0.37% to 0.67%; TransDigm Group Inc. 0.59% to 0.78%; PACCAR Inc. 0.66% to 0.74%. Largest decreases: Merck & Co., Inc. 7.15% to 2.68%; Eli Lilly and Co. 10.23% to 6.23%; Marathon Petroleum Corp. 1.72% to 0.72%; McKesson Corp. 1.5% to 0.53%; Caterpillar Inc. 2.29% to 1.38%; Vertex Pharmaceuticals Inc. 1.6% to 0.83%. New: Meta Platforms, Inc. (9.78%), NVIDIA Corp. (8.38%), Broadcom Inc. (6.57%), JPMorgan Chase & Co. (6.06%), Netflix, Inc. (3.42%), Oracle Corp. (3.02%). Gone: Exxon Mobil Corp. (8.49%), Chevron Corp. (5.32%), AbbVie Inc. (3.15%), ConocoPhillips (2.6%), Bristol-Myers Squibb Co. (1.96%), Cigna Group (The) (1.89%). 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/spmo/https://themulden.com/funds/spmo/100 positions became 100: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.6%. Largest increases: Eli Lilly and Co. 8.71% to 10.23%; Caterpillar Inc. 1.84% to 2.29%; Marathon Petroleum Corp. 1.39% to 1.72%; Schlumberger N.V. 1.14% to 1.43%; ConocoPhillips 2.39% to 2.6%; Nucor Corp. 0.83% to 0.99%. Largest decreases: Merck & Co., Inc. 7.96% to 7.15%; Bristol-Myers Squibb Co. 2.25% to 1.96%; Humana Inc. 1.34% to 1.12%; General Mills, Inc. 0.8% to 0.58%; T-Mobile US, Inc. 1.9% to 1.71%; Gilead Sciences, Inc. 1.92% to 1.74%. 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/spmo/https://themulden.com/funds/spmo/99 positions became 100: 44 added (26.76% of the fund), 43 dropped (37.38%). Turnover proxy 43.6%. Largest increases: Eli Lilly and Co. 3.86% to 8.71%; Merck & Co., Inc. 3.2% to 7.96%; Cigna Group (The) 1.02% to 1.86%; Bristol-Myers Squibb Co. 1.56% to 2.25%; Vertex Pharmaceuticals Inc. 1.19% to 1.63%; McKesson Corp. 1.13% to 1.57%. Largest decreases: Exxon Mobil Corp. 10.3% to 8.57%; Chevron Corp. 6.51% to 5.47%; AbbVie Inc. 4.24% to 3.25%; Devon Energy Corp. 0.79% to 0.45%; ConocoPhillips 2.71% to 2.39%; Williams Cos., Inc. (The) 0.69% to 0.43%. New: Gilead Sciences, Inc. (1.92%), T-Mobile US, Inc. (1.9%), Caterpillar Inc. (1.84%), Amgen Inc. (1.77%), Lockheed Martin Corp. (1.72%), Humana Inc. (1.34%). Gone: UnitedHealth Group Inc. (7.17%), Berkshire Hathaway Inc. (4.89%), PepsiCo, Inc. (2.82%), Coca-Cola Co. (The) (2.81%), Costco Wholesale Corp. (2.69%), Pfizer Inc. (2.46%). 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/spmo/https://themulden.com/funds/spmo/99 positions became 99: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.1%. Largest increases: Exxon Mobil Corp. 9.55% to 10.3%; Berkshire Hathaway Inc. 4.67% to 4.89%; AbbVie Inc. 4.06% to 4.24%; Progressive Corp. (The) 0.92% to 1.09%; Merck & Co., Inc. 3.03% to 3.2%; Marathon Petroleum Corp. 1.18% to 1.31%. Largest decreases: UnitedHealth Group Inc. 7.55% to 7.17%; Eli Lilly and Co. 4.2% to 3.86%; Pfizer Inc. 2.78% to 2.46%; Chevron Corp. 6.79% to 6.51%; ConocoPhillips 2.97% to 2.71%; EOG Resources, Inc. 1.28% to 1.11%. 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/spmo/https://themulden.com/funds/spmo/101 positions became 99: 52 added (32.54% of the fund), 54 dropped (44.92%). Turnover proxy 47.9%. Largest increases: Exxon Mobil Corp. 5.6% to 9.55%; Chevron Corp. 3.96% to 6.79%; UnitedHealth Group Inc. 5.56% to 7.55%; AbbVie Inc. 2.45% to 4.06%; McKesson Corp. 0.61% to 1.13%; Marathon Petroleum Corp. 0.69% to 1.18%. Largest decreases: Berkshire Hathaway Inc. 6.01% to 4.67%; Public Storage 0.85% to 0.39%; Marsh & McLennan Cos., Inc. 0.97% to 0.79%; CVS Health Corp. 1.58% to 1.41%; Waste Management, Inc. 0.74% to 0.59%; AutoZone, Inc. 0.75% to 0.62%. New: Eli Lilly and Co. (4.2%), Merck & Co., Inc. (3.03%), Bristol-Myers Squibb Co. (1.67%), Vertex Pharmaceuticals Inc. (1.18%), Automatic Data Processing, Inc. (1.07%), Occidental Petroleum Corp. (1.07%). Gone: Alphabet Inc. (6.44%), Alphabet Inc. (6.09%), NVIDIA Corp. (3.56%), The Procter & Gamble Co. (3.24%), Bank of America Corp. (2.76%), Wells Fargo & Co. (2.15%). 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/spmo/https://themulden.com/funds/spmo/101 positions became 101: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3%. Largest increases: UnitedHealth Group Inc. 5.08% to 5.56%; Costco Wholesale Corp. 2.17% to 2.54%; Exxon Mobil Corp. 5.37% to 5.6%; PepsiCo, Inc. 2.4% to 2.59%; Intuit Inc. 0.98% to 1.07%; Ford Motor Co. 0.56% to 0.65%. Largest decreases: NVIDIA Corp. 4.2% to 3.56%; Berkshire Hathaway Inc. 6.47% to 6.01%; Pfizer Inc. 2.67% to 2.39%; Chevron Corp. 4.18% to 3.96%; Bank of America Corp. 2.91% to 2.76%; AbbVie Inc. 2.56% to 2.45%. 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/spmo/https://themulden.com/funds/spmo/101 positions became 101: 62 added (64.08% of the fund), 62 dropped (45.47%). Turnover proxy 64.4%. Largest increases: Devon Energy Corp. 0.56% to 0.84%. Largest decreases: Alphabet, Inc. 8.99% to 6.08%; Alphabet, Inc. 9.05% to 6.46%; Morgan Stanley 2.64% to 1.23%; Charles Schwab Corp. (The) 2.41% to 1.23%; Berkshire Hathaway, Inc. 7.59% to 6.47%; Wells Fargo & Co. 3.03% to 2.15%. New: Exxon Mobil Corp. (5.37%), UnitedHealth Group, Inc. (5.08%), NVIDIA Corp. (4.2%), Chevron Corp. (4.18%), Procter & Gamble Co. (The) (3.31%), Bank of America Corp. (2.91%). Gone: Target Corp. (2.56%), NIKE, Inc. (2.43%), Deere & Co. (2.28%), Goldman Sachs Group, Inc. (The) (2.28%), Applied Materials, Inc. (1.87%), Honeywell International, Inc. (1.8%). 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/spmo/https://themulden.com/funds/spmo/101 positions became 101: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 6%. Largest increases: Berkshire Hathaway, Inc. 6.14% to 7.59%; Wells Fargo & Co. 2.55% to 3.03%; American Express Co. 1.21% to 1.65%; Freeport-McMoRan, Inc. 1.17% to 1.57%; Charles Schwab Corp. (The) 2.07% to 2.41%; Capital One Financial Corp. 1.48% to 1.72%. Largest decreases: Moderna, Inc. 3.19% to 1.48%; Intuit, Inc. 2.37% to 1.83%; NIKE, Inc. 2.83% to 2.43%; Target Corp. 2.93% to 2.56%; Oracle Corp. 1.92% to 1.71%; General Motors Co. 1.45% to 1.25%. 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/spmo/https://themulden.com/funds/spmo/100 positions became 101: 76 added (77.45% of the fund), 75 dropped (87.29%). Turnover proxy 87.4%. Largest increases: Target Corp. 1.46% to 2.93%; NIKE, Inc. 1.53% to 2.83%; General Motors Co. 0.42% to 1.45%; Applied Materials, Inc. 1.03% to 1.92%; SVB Financial Group 0.26% to 0.86%; Deere & Co. 1.45% to 2.04%. Largest decreases: IDEXX Laboratories, Inc. 0.7% to 0.6%. New: Alphabet, Inc. (8.96%), Alphabet, Inc. (8.96%), Berkshire Hathaway, Inc. (6.14%), Moderna, Inc. (3.19%), Morgan Stanley (2.59%), Wells Fargo & Co. (2.55%). Gone: Microsoft Corp. (9.73%), Apple, Inc. (9.37%), Amazon.com, Inc. (8.41%), Tesla, Inc. (8.16%), NVIDIA Corp. (7.42%), PayPal Holdings, Inc. (4.4%). 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/spmo/https://themulden.com/funds/spmo/99 positions became 100: 2 added (0.13% of the fund), 1 dropped (0.12%). Turnover proxy 4.8%. Largest increases: NVIDIA Corp. 6.17% to 7.42%; Apple, Inc. 8.82% to 9.37%; Microsoft Corp. 9.22% to 9.73%; Tesla, Inc. 7.94% to 8.16%; Advanced Micro Devices, Inc. 1.05% to 1.27%; Eli Lilly and Co. 1.53% to 1.73%. Largest decreases: Amazon.com, Inc. 8.93% to 8.41%; United Parcel Service, Inc. 1.65% to 1.31%; Caterpillar, Inc. 1.1% to 0.84%; Freeport-McMoRan, Inc. 0.91% to 0.68%; Activision Blizzard, Inc. 0.86% to 0.64%; FedEx Corp. 0.78% to 0.57%. New: Bath & Body Works, Inc. (0.1%), Invesco Government & Agency Portfolio (0.03%). Gone: L Brands, Inc. (0.12%). 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/spmo/https://themulden.com/funds/spmo/100 positions became 99: 44 added (31.41% of the fund), 45 dropped (27.26%). Turnover proxy 34.8%. Largest increases: Amazon.com, Inc. 8.08% to 8.93%; Target Corp. 1.05% to 1.54%; QUALCOMM, Inc. 1.57% to 1.96%; Apple, Inc. 8.48% to 8.82%; T-Mobile US, Inc. 0.67% to 0.93%; IDEXX Laboratories, Inc. 0.47% to 0.67%. Largest decreases: AbbVie, Inc. 2.63% to 1.65%; Advanced Micro Devices, Inc. 1.81% to 1.05%; Netflix, Inc. 2.8% to 2.07%; DexCom, Inc. 0.7% to 0.31%; Newmont Goldcorp Corp. 0.8% to 0.41%; Equinix, Inc. 0.79% to 0.43%. New: Tesla, Inc. (7.94%), Abbott Laboratories (1.93%), Broadcom, Inc. (1.74%), United Parcel Service, Inc. (1.65%), Deere & Co. (1.58%), Texas Instruments, Inc. (1.45%). Gone: Facebook, Inc. (5.33%), Adobe, Inc. (2.44%), Home Depot, Inc. (The) (2.2%), Bristol-Myers Squibb Co. (1.72%), NextEra Energy, Inc. (1.46%), Amgen, Inc. (1.32%). 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/spmo/https://themulden.com/funds/spmo/100 positions became 100: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.4%. Largest increases: PayPal Holdings, Inc. 3.66% to 4.39%; Microsoft Corp. 8.69% to 9.3%; Eli Lilly and Co. 1.34% to 1.86%; Netflix, Inc. 2.59% to 2.8%; Lam Research Corp. 0.84% to 1.04%; Activision Blizzard, Inc. 0.99% to 1.18%. Largest decreases: Facebook, Inc. 5.81% to 5.33%; Amazon.com, Inc. 8.4% to 8.08%; Costco Wholesale Corp. 1.44% to 1.2%; Advanced Micro Devices, Inc. 2% to 1.81%; Home Depot, Inc. (The) 2.39% to 2.2%; QUALCOMM, Inc. 1.72% to 1.57%. 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/spmo/https://themulden.com/funds/spmo/100 positions became 100: 51 added (46.38% of the fund), 51 dropped (35.28%). Turnover proxy 48.8%. Largest increases: NVIDIA Corp. 5.3% to 6.1%; Advanced Micro Devices, Inc. 1.7% to 2%; T-Mobile US, Inc. 0.47% to 0.76%; ServiceNow, Inc. 0.98% to 1.19%; Activision Blizzard, Inc. 0.79% to 0.99%; Newmont Goldcorp Corp. 0.76% to 0.87%. Largest decreases: Apple, Inc. 12.93% to 8.45%; NextEra Energy, Inc. 2.74% to 1.48%; Home Depot, Inc. (The) 3.45% to 2.39%; Costco Wholesale Corp. 2.25% to 1.44%; American Tower Corp. 1.52% to 0.79%; Zoetis, Inc. 1.31% to 0.71%. New: Amazon.com, Inc. (8.4%), Facebook, Inc. (5.81%), PayPal Holdings, Inc. (3.66%), Netflix, Inc. (2.59%), AbbVie, Inc. (2.58%), Thermo Fisher Scientific, Inc. (2.41%). Gone: Visa, Inc. (4.18%), Mastercard, Inc. (3.88%), Procter & Gamble Co. (The) (3.67%), Coca-Cola Co. (The) (2.42%), AT&T, Inc. (2.39%), PepsiCo, Inc. (2.2%). 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/spmo/https://themulden.com/funds/spmo/101 positions became 100: 0 added (0% of the fund), 1 dropped (0.03%). Turnover proxy 6.2%. Largest increases: Apple, Inc. 9.51% to 12.93%; NVIDIA Corp. 4.19% to 5.3%; Advanced Micro Devices, Inc. 1.2% to 1.7%; Adobe, Inc. 2.74% to 3.04%; QUALCOMM, Inc. 1.31% to 1.61%; Microsoft Corp. 8.84% to 9.11%. Largest decreases: AT&T, Inc. 2.95% to 2.39%; Visa, Inc. 4.6% to 4.18%; American Tower Corp. 1.88% to 1.52%; Coca-Cola Co. (The) 2.73% to 2.42%; PepsiCo, Inc. 2.47% to 2.2%; NextEra Energy, Inc. 2.99% to 2.74%. Gone: Invesco Premier U.S. Government Money Portfolio (0.03%). 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/spmo/https://themulden.com/funds/spmo/102 positions became 101: 52 added (49.33% of the fund), 53 dropped (42.95%). Turnover proxy 53.1%. Largest increases: NextEra Energy, Inc. 2.22% to 2.99%; Advanced Micro Devices, Inc. 0.54% to 1.2%; Costco Wholesale Corp. 1.77% to 2.38%; Global Payments, Inc. 0.55% to 1.03%; Zoetis, Inc. 1.04% to 1.36%; MSCI, Inc. 0.38% to 0.62%. Largest decreases: Procter & Gamble Co. (The) 7.1% to 3.68%; Microsoft Corp. 10.94% to 8.84%; American Tower Corp. 2.47% to 1.88%; Mondelez International, Inc. 1.3% to 0.84%; Air Products and Chemicals, Inc. 1.07% to 0.72%; Ball Corp. 0.66% to 0.33%. New: Apple, Inc. (9.51%), NVIDIA Corp. (4.19%), Home Depot, Inc. (The) (3.59%), AT&T, Inc. (2.95%), Adobe, Inc. (2.74%), Coca-Cola Co. (The) (2.73%). Gone: McDonald's Corp. (3.3%), Merck & Co., Inc. (3.28%), Walt Disney Co. (The) (2.96%), Starbucks Corp. (2.66%), Cisco Systems, Inc. (2.62%), Walmart, Inc. (2.35%). 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/spmo/https://themulden.com/funds/spmo/100 positions became 102: 2 added (0.11% of the fund), 0 dropped (0%). Turnover proxy 3.4%. Largest increases: Microsoft Corp. 9.85% to 10.94%; NextEra Energy, Inc. 1.98% to 2.22%; American Tower Corp. 2.24% to 2.47%; Zoetis, Inc. 0.91% to 1.04%; Mastercard, Inc. 3.85% to 3.97%; SBA Communications Corp. 0.69% to 0.8%. Largest decreases: Walt Disney Co. (The) 3.67% to 2.96%; Merck & Co., Inc. 3.6% to 3.28%; Procter & Gamble Co. (The) 7.38% to 7.1%; Cisco Systems, Inc. 2.86% to 2.62%; Abbott Laboratories 2.44% to 2.28%; Walmart, Inc. 2.5% to 2.35%. New: Invesco Premier U.S. Government Money Portfolio (0.11%), Invesco Government & Agency Portfolio (0%). 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