<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>SPUS filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of SPUS 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>SPUS: filing for 2026-05-31 -- 7 added, 5 dropped, turnover 8.7%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>211 positions became 213: 7 added (1.92% of the fund), 5 dropped (0.43%). Turnover proxy 8.7%. Largest increases: Micron Technology Inc 1.43% to 2.87%; Advanced Micro Devices Inc 1.01% to 2.21%; Broadcom Inc 4.67% to 5.59%; Sandisk Corp/DE 0.27% to 0.62%; Palo Alto Networks Inc 0.31% to 0.6%; Cisco Systems Inc 0.97% to 1.25%. Largest decreases: Johnson &amp;amp; Johnson 1.85% to 1.42%; Exxon Mobil Corp 1.99% to 1.59%; Home Depot Inc/The 1.17% to 0.83%; Procter &amp;amp; Gamble Co/The 1.21% to 0.88%; Eli Lilly &amp;amp; Co 2.59% to 2.3%; Tesla Inc 3.5% to 3.21%. New: IBM (0.73%), Vertiv Holdings Co (0.32%), Vertex Pharmaceuticals Inc (0.3%), CRH PLC (0.19%), Coherent Corp (0.18%), United Rentals Inc (0.16%). Gone: Baker Hughes Co (0.2%), AvalonBay Communities Inc (0.08%), Coterra Energy Inc (0.07%), Hologic Inc (0.05%), Camden Property Trust (0.04%). 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>SPUS: filing for 2026-02-28 -- 3 added, 5 dropped, turnover 6.7%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>213 positions became 211: 3 added (0.38% of the fund), 5 dropped (0.17%). Turnover proxy 6.7%. Largest increases: Micron Technology Inc 0.81% to 1.43%; Exxon Mobil Corp 1.53% to 1.99%; Johnson &amp;amp; Johnson 1.53% to 1.85%; Lam Research Corp 0.61% to 0.91%; Applied Materials Inc 0.63% to 0.92%; GE Vernova Inc 0.5% to 0.72%. Largest decreases: Microsoft Corp 11.25% to 9.03%; Broadcom Inc 5.81% to 4.67%; Apple Inc 12.73% to 12.08%; Oracle Corp 1.03% to 0.76%; Tesla Inc 3.69% to 3.5%; ServiceNow Inc 0.51% to 0.34%. New: Comfort Systems USA Inc (0.15%), Ciena Corp (0.15%), Expedia Group Inc (0.08%). Gone: Kellanova (0.07%), Zimmer Biomet Holdings Inc (0.06%), Henry Schein Inc (0.03%), Mohawk Industries Inc (0.02%), Qnity Electronics Inc (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Apr 2026 12:00:00 GMT</pubDate></item><item><title>SPUS: filing for 2025-11-30 -- 2 added, 1 dropped, turnover 7.1%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>212 positions became 213: 2 added (0.05% of the fund), 1 dropped (0.08%). Turnover proxy 7.1%. Largest increases: Alphabet Inc 4.16% to 5.71%; Broadcom Inc 4.69% to 5.81%; Apple Inc 11.63% to 12.73%; Eli Lilly &amp;amp; Co 1.93% to 2.63%; Tesla Inc 3.14% to 3.69%; Micron Technology Inc 0.45% to 0.81%. Largest decreases: Microsoft Corp 12.63% to 11.25%; NVIDIA Corp 14.25% to 13.28%; Home Depot Inc/The 1.35% to 1.08%; Oracle Corp 1.23% to 1.03%; Procter &amp;amp; Gamble Co/The 1.23% to 1.06%; Linde PLC 0.75% to 0.59%. New: Sandisk Corp/DE (0.05%), Qnity Electronics Inc (0%). Gone: Equity Residential (0.08%). 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>SPUS: filing for 2025-08-31 -- 2 added, 8 dropped, turnover 14.6%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>218 positions became 212: 2 added (0.2% of the fund), 8 dropped (13.85%). Turnover proxy 14.6%. Largest increases: NVIDIA Corp 10.7% to 14.25%; Apple Inc 9.76% to 11.63%; Microsoft Corp 11.07% to 12.63%; Broadcom Inc 3.67% to 4.69%; Alphabet Inc 3.24% to 4.16%; Oracle Corp 0.87% to 1.23%. Largest decreases: Accenture PLC 0.64% to 0.55%; Adobe Inc 0.58% to 0.51%; Intuitive Surgical Inc 0.64% to 0.56%; Procter &amp;amp; Gamble Co/The 1.29% to 1.23%; Fortinet Inc 0.21% to 0.17%; Gartner Inc 0.11% to 0.06%. New: Seagate Technology Holdings PL (0.12%), Trade Desk Inc/The (0.08%). Gone: Amazon.com Inc (6.25%), Meta Platforms Inc (4.59%), Alphabet Inc (2.64%), Hess Corp (0.12%), ANSYS Inc (0.09%), HP Inc (0.08%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 Oct 2025 12:00:00 GMT</pubDate></item><item><title>SPUS: filing for 2025-05-31 -- 10 added, 20 dropped, turnover 7%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>228 positions became 218: 10 added (1.68% of the fund), 20 dropped (2.53%). Turnover proxy 7%. Largest increases: Microsoft Corp 9.37% to 11.07%; NVIDIA Corp 9.73% to 10.7%; Broadcom Inc 2.96% to 3.67%; Tesla Inc 2.6% to 3.14%; Advanced Micro Devices Inc 0.51% to 0.61%; Alphabet Inc 3.16% to 3.24%. Largest decreases: Apple Inc 11.61% to 9.76%; Eli Lilly &amp;amp; Co 2.3% to 1.88%; Thermo Fisher Scientific Inc 0.64% to 0.5%; Exxon Mobil Corp 1.55% to 1.44%; Merck &amp;amp; Co Inc 0.74% to 0.63%; AbbVie Inc 1.17% to 1.06%. New: GE Vernova Inc (0.42%), Crowdstrike Holdings Inc (0.38%), Welltower Inc (0.3%), DoorDash Inc (0.23%), GoDaddy Inc (0.08%), Labcorp Holdings Inc (0.07%). Gone: Honeywell International Inc (0.44%), Eaton Corp PLC (0.37%), Parker-Hannifin Corp (0.27%), Amphenol Corp (0.25%), Motorola Solutions Inc (0.23%), AMETEK Inc (0.14%). 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>SPUS: filing for 2025-02-28 -- 8 added, 5 dropped, turnover 4.9%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>225 positions became 228: 8 added (1.71% of the fund), 5 dropped (0.49%). Turnover proxy 4.9%. Largest increases: Meta Platforms Inc 3.94% to 4.62%; Broadcom Inc 2.37% to 2.96%; Eli Lilly &amp;amp; Co 1.97% to 2.3%; Apple Inc 11.34% to 11.61%; Amazon.com Inc 6.1% to 6.31%; AbbVie Inc 1.02% to 1.17%. Largest decreases: NVIDIA Corp 10.68% to 9.73%; Microsoft Corp 9.89% to 9.37%; Tesla Inc 3.01% to 2.6%; Advanced Micro Devices Inc 0.7% to 0.51%; Adobe Inc 0.72% to 0.61%; Salesforce Inc 1% to 0.9%. New: Oracle Corp (0.85%), Arista Networks Inc (0.3%), Workday Inc (0.18%), Carrier Global Corp (0.17%), Texas Pacific Land Corp (0.08%), Lennox International Inc (0.06%). Gone: Arista Networks Inc (0.33%), Labcorp Holdings Inc (0.06%), Aptiv PLC (0.05%), LKQ Corp (0.03%), Qorvo Inc (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 29 Apr 2025 12:00:00 GMT</pubDate></item><item><title>SPUS: filing for 2024-11-30 -- 3 added, 11 dropped, turnover 5.4%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>233 positions became 225: 3 added (0.5% of the fund), 11 dropped (1.15%). Turnover proxy 5.4%. Largest increases: Tesla Inc 1.97% to 3.01%; NVIDIA Corp 9.74% to 10.68%; Amazon.com Inc 5.42% to 6.1%; Apple Inc 10.95% to 11.34%; Salesforce Inc 0.81% to 1%; Meta Platforms Inc 3.79% to 3.94%. Largest decreases: Eli Lilly &amp;amp; Co 2.54% to 1.97%; Microsoft Corp 10.29% to 9.89%; Merck &amp;amp; Co Inc 1% to 0.81%; Regeneron Pharmaceuticals Inc 0.42% to 0.25%; Johnson &amp;amp; Johnson 1.32% to 1.17%; Thermo Fisher Scientific Inc 0.78% to 0.64%. New: Lam Research Corp (0.3%), TE Connectivity PLC (0.14%), Super Micro Computer Inc (0.05%). Gone: Lam Research Corp (0.36%), Airbnb Inc (0.17%), TE Connectivity Ltd (0.16%), Diamondback Energy Inc (0.12%), CoStar Group Inc (0.1%), Super Micro Computer Inc (0.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 Jan 2025 12:00:00 GMT</pubDate></item><item><title>SPUS: filing for 2024-08-31 -- 0 added, 5 dropped, turnover 4.4%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>238 positions became 233: 0 added (0% of the fund), 5 dropped (0.41%). Turnover proxy 4.4%. Largest increases: Apple Inc 9.79% to 10.95%; Broadcom Inc 2.05% to 2.35%; Eli Lilly &amp;amp; Co 2.29% to 2.54%; NVIDIA Corp 9.5% to 9.74%; Tesla Inc 1.73% to 1.97%; Meta Platforms Inc 3.6% to 3.79%. Largest decreases: Microsoft Corp 10.83% to 10.29%; Alphabet Inc 3.57% to 3.18%; Alphabet Inc 3.01% to 2.68%; Amazon.com Inc 5.66% to 5.42%; Advanced Micro Devices Inc 0.95% to 0.8%; QUALCOMM Inc 0.8% to 0.65%. Gone: Bristol-Myers Squibb Co (0.29%), Illumina Inc (0.06%), FMC Corp (0.03%), Robert Half Inc (0.02%), News Corp (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 25 Oct 2024 12:00:00 GMT</pubDate></item><item><title>SPUS: filing for 2024-05-31 -- 53 added, 12 dropped, turnover 16.4%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>197 positions became 238: 53 added (14.4% of the fund), 12 dropped (3.16%). Turnover proxy 16.4%. Largest increases: NVIDIA Corp 8.13% to 9.5%; Alphabet Inc 3.41% to 3.57%; Exxon Mobil Corp 1.74% to 1.86%; Alphabet Inc 2.9% to 3.01%; Micron Technology Inc 0.41% to 0.48%; QUALCOMM Inc 0.73% to 0.8%. Largest decreases: Microsoft Corp 12.79% to 10.83%; Apple Inc 11% to 9.79%; Meta Platforms Inc 4.53% to 3.6%; Tesla Inc 2.32% to 1.73%; Salesforce Inc 1.25% to 0.8%; Home Depot Inc/The 1.58% to 1.17%. New: Amazon.com Inc (5.66%), AbbVie Inc (1%), Accenture PLC (0.62%), Honeywell International Inc (0.47%), Uber Technologies Inc (0.47%), Palo Alto Networks Inc (0.33%). Gone: Chevron Corp (1.11%), Pfizer Inc (0.62%), Vertex Pharmaceuticals Inc (0.45%), Pioneer Natural Resources Co (0.23%), Carrier Global Corp (0.19%), Public Storage (0.19%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Jul 2024 12:00:00 GMT</pubDate></item><item><title>SPUS: filing for 2024-02-29 -- 2 added, 8 dropped, turnover 8.3%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>203 positions became 197: 2 added (1.19% of the fund), 8 dropped (2.08%). Turnover proxy 8.3%. Largest increases: NVIDIA Corp 5.41% to 8.13%; Meta Platforms Inc 3.42% to 4.53%; Broadcom Inc 1.82% to 2.37%; Advanced Micro Devices Inc 0.91% to 1.29%; Eli Lilly &amp;amp; Co 2.21% to 2.5%; Applied Materials Inc 0.58% to 0.7%. Largest decreases: Apple Inc 12.9% to 11%; Tesla Inc 3.42% to 2.32%; Alphabet Inc 3.25% to 2.9%; Alphabet Inc 3.73% to 3.41%; Johnson &amp;amp; Johnson 1.92% to 1.63%; Adobe Inc 1.33% to 1.06%. New: Chevron Corp (1.11%), Cooper Cos Inc/The (0.08%). Gone: Coca-Cola Co/The (1.05%), Starbucks Corp (0.52%), Crown Castle Inc (0.23%), Dollar Tree Inc (0.12%), Veralto Corp (0.08%), Cooper Cos Inc/The (0.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Apr 2024 12:00:00 GMT</pubDate></item><item><title>SPUS: filing for 2023-11-30 -- 2 added, 1 dropped, turnover 4.2%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>202 positions became 203: 2 added (0.08% of the fund), 1 dropped (1.3%). Turnover proxy 4.2%. Largest increases: Microsoft Corp 11.07% to 12.92%; Meta Platforms Inc 3.02% to 3.42%; Apple Inc 12.64% to 12.9%; Eli Lilly &amp;amp; Co 2.01% to 2.21%; Adobe Inc 1.18% to 1.33%; Salesforce Inc 1% to 1.13%. Largest decreases: NVIDIA Corp 5.64% to 5.41%; Cisco Systems Inc 1.09% to 0.92%; Tesla Inc 3.58% to 3.42%; Danaher Corp 0.81% to 0.68%; Pfizer Inc 0.92% to 0.79%; Thermo Fisher Scientific Inc 0.99% to 0.87%. New: Veralto Corp (0.08%), WK Kellogg Co (0%). Gone: Chevron Corp (1.3%). 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>SPUS: filing for 2023-08-31 -- 0 added, 6 dropped, turnover 4.9%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>208 positions became 202: 0 added (0% of the fund), 6 dropped (1.51%). Turnover proxy 4.9%. Largest increases: NVIDIA Corp 4.59% to 5.64%; Tesla Inc 2.67% to 3.58%; Eli Lilly &amp;amp; Co 1.65% to 2.01%; Adobe Inc 0.94% to 1.18%; Broadcom Inc 1.58% to 1.77%; Alphabet Inc 3.58% to 3.74%. Largest decreases: Microsoft Corp 11.94% to 11.07%; Apple Inc 12.93% to 12.64%; Advanced Micro Devices Inc 0.93% to 0.79%; Pfizer Inc 1.04% to 0.92%; Merck &amp;amp; Co Inc 1.37% to 1.28%; PepsiCo Inc 1.22% to 1.13%. Gone: Intel Corp (0.64%), Amgen Inc (0.57%), Lennar Corp (0.13%), NVR Inc (0.07%), Essex Property Trust Inc (0.07%), News Corp (0.03%). 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>SPUS: filing for 2023-05-31 -- 1 added, 1 dropped, turnover 8.4%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>208 positions became 208: 1 added (0.85% of the fund), 1 dropped (0.94%). Turnover proxy 8.4%. Largest increases: Microsoft Corp 10.2% to 11.94%; NVIDIA Corp 3.17% to 4.59%; Apple Inc 12.1% to 12.93%; Meta Platforms Inc 2.16% to 2.9%; Alphabet Inc 2.95% to 3.58%; Alphabet Inc 2.62% to 3.19%. Largest decreases: Exxon Mobil Corp 2.48% to 2.06%; Tesla Inc 3.03% to 2.67%; Chevron Corp 1.57% to 1.3%; Home Depot Inc/The 1.67% to 1.41%; Johnson &amp;amp; Johnson 2.2% to 1.98%; Pfizer Inc 1.25% to 1.04%. New: Linde PLC (0.85%). Gone: Linde PLC (0.94%). 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>SPUS: filing for 2023-02-28 -- 7 added, 8 dropped, turnover 4.6%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>209 positions became 208: 7 added (0.98% of the fund), 8 dropped (0.74%). Turnover proxy 4.6%. Largest increases: NVIDIA Corp 2.29% to 3.17%; Meta Platforms Inc 1.47% to 2.16%; Tesla Inc 2.61% to 3.03%; Broadcom Inc 1.19% to 1.32%; Booking Holdings Inc 0.43% to 0.52%; NIKE Inc 0.74% to 0.82%. Largest decreases: Chevron Corp 1.92% to 1.57%; Alphabet Inc 2.97% to 2.62%; Johnson &amp;amp; Johnson 2.5% to 2.2%; Alphabet Inc 3.22% to 2.95%; Pfizer Inc 1.51% to 1.25%; Eli Lilly &amp;amp; Co 1.57% to 1.35%. New: General Mills Inc (0.26%), Archer-Daniels-Midland Co (0.24%), CoStar Group Inc (0.16%), Steel Dynamics Inc (0.11%), Kellogg Co (0.09%), First Solar Inc (0.09%). Gone: DuPont de Nemours Inc (0.19%), HP Inc (0.17%), SolarEdge Technologies Inc (0.09%), ABIOMED Inc (0.09%), Gen Digital Inc (0.07%), VF Corp (0.06%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Apr 2023 12:00:00 GMT</pubDate></item><item><title>SPUS: filing for 2022-11-30 -- 0 added, 4 dropped, turnover 5.3%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>213 positions became 209: 0 added (0% of the fund), 4 dropped (0.51%). Turnover proxy 5.3%. Largest increases: Merck &amp;amp; Co Inc 1.17% to 1.5%; Exxon Mobil Corp 2.19% to 2.49%; Eli Lilly &amp;amp; Co 1.29% to 1.57%; NVIDIA Corp 2.06% to 2.29%; Chevron Corp 1.69% to 1.92%; Johnson &amp;amp; Johnson 2.31% to 2.5%. Largest decreases: Tesla Inc 3.76% to 2.61%; Apple Inc 13.09% to 12.19%; Meta Platforms Inc 2.03% to 1.47%; Microsoft Corp 10.59% to 10.16%; Alphabet Inc 3.52% to 3.22%; Alphabet Inc 3.25% to 2.97%. Gone: Twitter Inc (0.16%), Republic Services Inc (0.16%), Duke Realty Corp (0.12%), Citrix Systems Inc (0.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 Jan 2023 12:00:00 GMT</pubDate></item><item><title>SPUS: filing for 2022-08-31 -- 4 added, 6 dropped, turnover 3.7%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>215 positions became 213: 4 added (0.48% of the fund), 6 dropped (0.32%). Turnover proxy 3.7%. Largest increases: Apple Inc 11.95% to 13.09%; Tesla Inc 3.29% to 3.76%; PepsiCo Inc 1.2% to 1.29%; Exxon Mobil Corp 2.1% to 2.19%; Danaher Corp 0.87% to 0.95%; United Parcel Service Inc 0.69% to 0.77%. Largest decreases: NVIDIA Corp 2.42% to 2.06%; Meta Platforms Inc 2.32% to 2.03%; Intel Corp 0.94% to 0.71%; Broadcom Inc 1.24% to 1.1%; Pfizer Inc 1.53% to 1.39%; Johnson &amp;amp; Johnson 2.45% to 2.31%. New: ON Semiconductor Corp (0.16%), Keurig Dr Pepper Inc (0.15%), Essex Property Trust Inc (0.09%), SolarEdge Technologies Inc (0.08%). Gone: Cerner Corp (0.14%), Stanley Black &amp;amp; Decker Inc (0.09%), Etsy Inc (0.05%), IPG Photonics Corp (0.02%), Under Armour Inc (0.01%), Under Armour Inc (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Oct 2022 12:00:00 GMT</pubDate></item><item><title>SPUS: filing for 2022-05-31 -- 4 added, 1 dropped, turnover 5%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>212 positions became 215: 4 added (0.45% of the fund), 1 dropped (0.21%). Turnover proxy 5%. Largest increases: Exxon Mobil Corp 1.61% to 2.1%; Chevron Corp 1.35% to 1.74%; Johnson &amp;amp; Johnson 2.1% to 2.45%; Eli Lilly &amp;amp; Co 0.96% to 1.29%; Merck &amp;amp; Co Inc 0.94% to 1.2%; Pfizer Inc 1.28% to 1.53%. Largest decreases: Apple Inc 12.51% to 11.95%; NVIDIA Corp 2.96% to 2.42%; Alphabet Inc 3.95% to 3.53%; Alphabet Inc 3.67% to 3.29%; Microsoft Corp 10.91% to 10.55%; Salesforce Inc 1% to 0.82%. New: eBay Inc (0.16%), Lennar Corp (0.11%), Catalent Inc (0.1%), Camden Property Trust (0.08%). Gone: Baxter International Inc (0.21%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Jul 2022 12:00:00 GMT</pubDate></item><item><title>SPUS: filing for 2022-02-28 -- 6 added, 4 dropped, turnover 6.3%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>210 positions became 212: 6 added (1.17% of the fund), 4 dropped (0.36%). Turnover proxy 6.3%. Largest increases: Apple Inc 11.76% to 12.51%; Exxon Mobil Corp 1.15% to 1.61%; Chevron Corp 0.99% to 1.35%; Coca-Cola Co/The 0.92% to 1.17%; Johnson &amp;amp; Johnson 1.86% to 2.1%; Procter &amp;amp; Gamble Co/The 1.59% to 1.83%. Largest decreases: Meta Platforms Inc 3.5% to 2.42%; Tesla Inc 4.21% to 3.45%; NVIDIA Corp 3.69% to 2.96%; Adobe Inc 1.45% to 1.08%; Microsoft Corp 11.26% to 10.91%; Home Depot Inc/The 1.93% to 1.62%. New: Intel Corp (0.94%), Nordson Corp (0.06%), EPAM Systems Inc (0.06%), Citrix Systems Inc (0.06%), News Corp (0.04%), News Corp (0.01%). Gone: Walgreens Boots Alliance Inc (0.15%), Kansas City Southern (0.12%), Healthpeak Properties Inc (0.08%), Gap Inc/The (0.02%). 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>SPUS: filing for 2021-11-30 -- 14 added, 6 dropped, turnover 7.8%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>202 positions became 210: 14 added (3.07% of the fund), 6 dropped (2.23%). Turnover proxy 7.8%. Largest increases: Tesla Inc 2.73% to 4.21%; NVIDIA Corp 2.69% to 3.69%; Microsoft Corp 10.93% to 11.26%; Apple Inc 11.45% to 11.76%; Home Depot Inc/The 1.66% to 1.93%; Advanced Micro Devices Inc 0.65% to 0.87%. Largest decreases: Meta Platforms Inc 4.37% to 3.5%; Alphabet Inc 3.98% to 3.64%; Johnson &amp;amp; Johnson 2.19% to 1.86%; Alphabet Inc 4.18% to 3.87%; Medtronic PLC 0.86% to 0.65%; Cisco Systems Inc/Delaware 1.19% to 1.05%. New: Broadcom Inc (1.03%), ConocoPhillips (0.43%), Crown Castle International Cor (0.36%), Carrier Global Corp (0.21%), Microchip Technology Inc (0.21%), Walgreens Boots Alliance Inc (0.15%). Gone: Intel Corp (1.05%), Intuit Inc (0.74%), eBay Inc (0.24%), PerkinElmer Inc (0.1%), Citrix Systems Inc (0.06%), Organon &amp;amp; Co (0.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Jan 2022 12:00:00 GMT</pubDate></item><item><title>SPUS: filing for 2021-08-31 -- 11 added, 7 dropped, turnover 7.5%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>198 positions became 202: 11 added (2.57% of the fund), 7 dropped (3.18%). Turnover proxy 7.5%. Largest increases: Apple Inc 10.61% to 11.45%; Microsoft Corp 10.16% to 10.93%; NVIDIA Corp 2.17% to 2.69%; Alphabet Inc 3.83% to 4.18%; Alphabet Inc 3.75% to 3.98%; Adobe Inc 1.3% to 1.52%. Largest decreases: Johnson &amp;amp; Johnson 2.4% to 2.19%; Intel Corp 1.25% to 1.05%; Home Depot Inc/The 1.85% to 1.66%; Chevron Corp 1.08% to 0.9%; United Parcel Service Inc 0.83% to 0.68%; Amgen Inc 0.74% to 0.62%. New: Exxon Mobil Corp (1.11%), Moderna Inc (0.55%), Nucor Corp (0.17%), Corning Inc (0.15%), Laboratory Corp of America Hol (0.14%), Republic Services Inc (0.12%). Gone: McDonald&apos;s Corp (0.93%), American Tower Corp (0.62%), Target Corp (0.61%), Activision Blizzard Inc (0.41%), Schlumberger NV (0.24%), Alexion Pharmaceuticals Inc (0.21%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 27 Oct 2021 12:00:00 GMT</pubDate></item><item><title>SPUS: filing for 2021-05-31 -- 10 added, 2 dropped, turnover 5.6%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>190 positions became 198: 10 added (3.21% of the fund), 2 dropped (0.1%). Turnover proxy 5.6%. Largest increases: Facebook Inc 3.76% to 4.27%; Alphabet Inc 3.57% to 3.75%; Home Depot Inc/The 1.69% to 1.85%; Alphabet Inc 3.67% to 3.83%; United Parcel Service Inc 0.69% to 0.83%; NVIDIA Corp 2.06% to 2.17%. Largest decreases: Apple Inc 11.75% to 10.61%; Tesla Inc 3.11% to 2.59%; Microsoft Corp 10.63% to 10.16%; Intel Corp 1.51% to 1.25%; Abbott Laboratories 1.29% to 1.11%; ServiceNow Inc 0.63% to 0.5%. New: Pfizer Inc (1.16%), McDonald&apos;s Corp (0.93%), NXP Semiconductors NV (0.32%), DuPont de Nemours Inc (0.25%), Trimble Inc (0.11%), Generac Holdings Inc (0.11%). Gone: Varian Medical Systems Inc (0.1%), Seagate Technology PLC (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 29 Jul 2021 12:00:00 GMT</pubDate></item><item><title>SPUS: filing for 2021-02-28 -- 7 added, 1 dropped, turnover 6.6%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>184 positions became 190: 7 added (4.31% of the fund), 1 dropped (0.09%). Turnover proxy 6.6%. Largest increases: Eli Lilly and Co 0.76% to 0.99%; Alphabet Inc 3.46% to 3.67%; Alphabet Inc 3.4% to 3.57%; Applied Materials Inc 0.5% to 0.66%; Intel Corp 1.35% to 1.51%; Micron Technology Inc 0.47% to 0.62%. Largest decreases: Apple Inc 12.6% to 11.75%; Facebook Inc 4.38% to 3.76%; Procter &amp;amp; Gamble Co/The 2.28% to 1.86%; Home Depot Inc/The 1.97% to 1.69%; salesforce.com Inc 1.47% to 1.2%; PepsiCo Inc 1.32% to 1.08%. New: Tesla Inc (3.11%), Prologis Inc (0.44%), Schlumberger NV (0.24%), Zimmer Biomet Holdings Inc (0.2%), Enphase Energy Inc (0.13%), Monolithic Power Systems Inc (0.09%). Gone: Tiffany &amp;amp; Co (0.09%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 23 Apr 2021 12:00:00 GMT</pubDate></item><item><title>SPUS: filing for 2020-11-30 -- 12 added, 7 dropped, turnover 6.9%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>179 positions became 184: 12 added (2.66% of the fund), 7 dropped (3.1%). Turnover proxy 6.9%. Largest increases: Alphabet Inc 3.15% to 3.4%; Alphabet Inc 3.22% to 3.46%; QUALCOMM Inc 0.88% to 1.09%; NIKE Inc 0.91% to 1.1%; Micron Technology Inc 0.33% to 0.47%; Applied Materials Inc 0.37% to 0.5%. Largest decreases: Apple Inc 13.86% to 12.6%; Microsoft Corp 11.27% to 10.67%; Facebook Inc 4.65% to 4.38%; Johnson &amp;amp; Johnson 2.68% to 2.53%; salesforce.com Inc 1.62% to 1.47%; Amgen Inc 0.98% to 0.86%. New: American Tower Corp (0.65%), CSX Corp (0.45%), Equinix Inc (0.4%), Public Storage (0.22%), AvalonBay Communities Inc (0.15%), Weyerhaeuser Co (0.14%). Gone: Exxon Mobil Corp (1.11%), McDonald&apos;s Corp (1.05%), Gilead Sciences Inc (0.55%), ConocoPhillips (0.27%), NetApp Inc (0.07%), Tapestry Inc (0.03%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 29 Jan 2021 12:00:00 GMT</pubDate></item><item><title>SPUS: filing for 2020-08-31 -- 12 added, 13 dropped, turnover 10.6%</title><link>https://themulden.com/funds/spus/</link><guid isPermaLink="true">https://themulden.com/funds/spus/</guid><description>180 positions became 179: 12 added (2.47% of the fund), 13 dropped (3.39%). Turnover proxy 10.6%. Largest increases: Apple Inc 9.54% to 13.86%; Microsoft Corp 10.04% to 11.27%; Facebook Inc 4.04% to 4.65%; NVIDIA Corp 1.66% to 2.17%; salesforce.com Inc 1.21% to 1.62%; Adobe Inc 1.41% to 1.63%. Largest decreases: Intel Corp 2.08% to 1.42%; Cisco Systems Inc 1.58% to 1.18%; Exxon Mobil Corp 1.47% to 1.11%; Chevron Corp 1.33% to 1.03%; Johnson &amp;amp; Johnson 2.91% to 2.68%; Gilead Sciences Inc 0.78% to 0.55%. New: United Parcel Service Inc (0.76%), Becton Dickinson and Co (0.47%), Waste Management Inc (0.29%), Otis Worldwide Corp (0.17%), Aptiv PLC (0.15%), West Pharmaceutical Services I (0.14%). Gone: Pfizer Inc (1.61%), Oracle Corp (0.92%), Carrier Global Corp (0.15%), Quest Diagnostics Inc (0.13%), Southwest Airlines Co (0.13%), Nucor Corp (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Oct 2020 12:00:00 GMT</pubDate></item></channel></rss>