Each N-PORT filing of TMFC 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/tmfc/https://themulden.com/funds/tmfc/102 positions became 102: 13 added (4.58% of the fund), 13 dropped (2.44%). Turnover proxy 15.7%. Largest increases: Alphabet Inc 7.02% to 8.66%; Advanced Micro Devices Inc 1.74% to 3.2%; NVIDIA Corp 8.11% to 9.4%; Broadcom Inc 3.68% to 4.92%; Amazon.com Inc 4.2% to 5.3%; JPMorgan Chase & Co 2.01% to 3.03%. Largest decreases: Tesla Inc 3.23% to 2.31%; Netflix Inc 2.17% to 1.34%; Walmart Inc 2.46% to 1.76%; Costco Wholesale Corp 2.22% to 1.55%; Visa Inc 3.04% to 2.37%; Mastercard Inc 2.3% to 1.67%. New: Intel Corp (2.24%), Constellation Energy Corp (0.41%), Coherent Corp (0.3%), Comfort Systems USA Inc (0.25%), AutoZone Inc (0.18%), Westinghouse Air Brake Technol (0.17%). Gone: 3M Co (0.44%), Digital Realty Trust Inc (0.3%), Ford Motor Co (0.28%), Carvana Co (0.23%), Copart Inc (0.18%), Fair Isaac Corp (0.17%). 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/tmfc/https://themulden.com/funds/tmfc/102 positions became 102: 6 added (2.95% of the fund), 6 dropped (1.76%). Turnover proxy 15.7%. Largest increases: Tesla Inc 2.36% to 3.23%; Broadcom Inc 2.84% to 3.68%; Lam Research Corp 0.76% to 1.51%; Costco Wholesale Corp 1.56% to 2.22%; Visa Inc 2.49% to 3.04%; Netflix Inc 1.76% to 2.17%. Largest decreases: Microsoft Corp 8.13% to 5.44%; Berkshire Hathaway Inc 4.27% to 2.29%; Apple Inc 9.19% to 7.28%; Alphabet Inc 8.59% to 7.02%; NVIDIA Corp 9.51% to 8.11%; Amazon.com Inc 5.52% to 4.2%. New: Chevron Corp (1.84%), Digital Realty Trust Inc (0.3%), Ford Motor Co (0.28%), Rocket Cos Inc (0.26%), Rocket Lab Corp (0.19%), Reddit Inc (0.08%). Gone: Charles Schwab Corp/The (0.65%), Constellation Energy Corp (0.44%), Warner Bros Discovery Inc (0.23%), Electronic Arts Inc (0.19%), Monolithic Power Systems Inc (0.17%), Trade Desk Inc/The (0.07%). 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/tmfc/https://themulden.com/funds/tmfc/102 positions became 102: 3 added (1.4% of the fund), 3 dropped (3.15%). Turnover proxy 11.2%. Largest increases: Alphabet Inc 6.61% to 8.59%; Walmart Inc 2.61% to 3.39%; Berkshire Hathaway Inc 3.61% to 4.27%; JPMorgan Chase & Co 2.83% to 3.33%; Advanced Micro Devices Inc 0.89% to 1.36%; Lam Research Corp 0.43% to 0.76%. Largest decreases: Broadcom Inc 4.71% to 2.84%; Microsoft Corp 9.64% to 8.13%; NVIDIA Corp 10.88% to 9.51%; Tesla Inc 3.57% to 2.36%; Meta Platforms Inc 4.75% to 3.59%; Amazon.com Inc 6.22% to 5.52%. New: Goldman Sachs Group Inc/The (1%), Warner Bros Discovery Inc (0.23%), Monolithic Power Systems Inc (0.17%). Gone: Eli Lilly & Co (1.75%), Home Depot Inc/The (1.34%), Gartner Inc (0.05%). 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/tmfc/https://themulden.com/funds/tmfc/103 positions became 102: 2 added (0.7% of the fund), 3 dropped (0.33%). Turnover proxy 6.1%. Largest increases: NVIDIA Corp 9.23% to 10.88%; Apple Inc 8.01% to 8.87%; Alphabet Inc 5.8% to 6.61%; Broadcom Inc 4.18% to 4.71%; Advanced Micro Devices Inc 0.62% to 0.89%; Arista Networks Inc 0.38% to 0.58%. Largest decreases: Eli Lilly & Co 2.3% to 1.75%; Tesla Inc 4.1% to 3.57%; Visa Inc 2.62% to 2.22%; Berkshire Hathaway Inc 4% to 3.61%; Costco Wholesale Corp 1.7% to 1.39%; Walmart Inc 2.91% to 2.61%. New: AppLovin Corp (0.53%), Carvana Co (0.17%). Gone: Digital Realty Trust Inc (0.21%), Biogen Inc (0.07%), Alphabet Inc (0.05%). 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/tmfc/https://themulden.com/funds/tmfc/102 positions became 103: 8 added (1.47% of the fund), 7 dropped (3.03%). Turnover proxy 9.9%. Largest increases: Tesla Inc 1.65% to 4.1%; Broadcom Inc 1.95% to 4.18%; Microsoft Corp 7.92% to 9.58%; NVIDIA Corp 8.21% to 9.23%; Netflix Inc 1.64% to 1.9%; Alphabet Inc 5.63% to 5.8%. Largest decreases: Apple Inc 9.81% to 8.01%; Eli Lilly & Co 3.25% to 2.3%; Berkshire Hathaway Inc 4.35% to 4%; Salesforce Inc 1.12% to 0.88%; JPMorgan Chase & Co 2.94% to 2.73%; T-Mobile US Inc 1.23% to 1.02%. New: Constellation Energy Corp (0.35%), Howmet Aerospace Inc (0.25%), Axon Enterprise Inc (0.21%), Cloudflare Inc (0.21%), Take-Two Interactive Software (0.14%), Alnylam Pharmaceuticals Inc (0.14%). Gone: UnitedHealth Group Inc (1.72%), Moody's Corp (0.36%), Becton Dickinson & Co (0.26%), Roper Technologies Inc (0.25%), Aflac Inc (0.24%), Crown Castle Inc (0.16%). 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/tmfc/https://themulden.com/funds/tmfc/102 positions became 102: 3 added (1.3% of the fund), 3 dropped (0.56%). Turnover proxy 7.1%. Largest increases: Eli Lilly & Co 2.66% to 3.25%; Visa Inc 2.24% to 2.79%; Meta Platforms Inc 4% to 4.53%; Berkshire Hathaway Inc 3.87% to 4.35%; Walmart Inc 2.77% to 3.11%; JPMorgan Chase & Co 2.66% to 2.94%. Largest decreases: Tesla Inc 4.09% to 1.65%; NVIDIA Corp 9.27% to 8.21%; Broadcom Inc 2.82% to 1.95%; Microsoft Corp 8.6% to 7.92%; UnitedHealth Group Inc 2.1% to 1.72%; Advanced Micro Devices Inc 0.85% to 0.64%. New: TJX Cos Inc/The (0.55%), Arista Networks Inc (0.46%), Motorola Solutions Inc (0.29%). Gone: Arista Networks Inc (0.47%), MongoDB Inc (0.09%), Moderna Inc (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 29 Apr 2025 12:00:00 GMThttps://themulden.com/funds/tmfc/https://themulden.com/funds/tmfc/102 positions became 102: 3 added (3.66% of the fund), 3 dropped (0.61%). Turnover proxy 8.3%. Largest increases: NVIDIA Corp 7.94% to 9.27%; Tesla Inc 2.93% to 4.09%; Amazon.com Inc 5.13% to 5.96%; Salesforce Inc 1% to 1.19%; Netflix Inc 1.26% to 1.43%; Apple Inc 9.71% to 9.86%. Largest decreases: Eli Lilly & Co 3.5% to 2.66%; Berkshire Hathaway Inc 4.71% to 3.87%; Meta Platforms Inc 4.72% to 4%; UnitedHealth Group Inc 2.56% to 2.1%; Mastercard Inc 2.12% to 1.82%; Amgen Inc 0.85% to 0.56%. New: Walmart Inc (2.77%), Progressive Corp/The (0.58%), Lam Research Corp (0.31%). Gone: Lam Research Corp (0.45%), Warner Bros Discovery Inc (0.08%), Align Technology Inc (0.08%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 29 Jan 2025 12:00:00 GMThttps://themulden.com/funds/tmfc/https://themulden.com/funds/tmfc/103 positions became 102: 3 added (3.84% of the fund), 4 dropped (3.86%). Turnover proxy 16.1%. Largest increases: Berkshire Hathaway Inc 3.43% to 4.71%; UnitedHealth Group Inc 1.75% to 2.56%; Tesla Inc 2.15% to 2.93%; Broadcom Inc 2.35% to 3.08%; Mastercard Inc 1.59% to 2.12%; Home Depot Inc/The 1.27% to 1.72%. Largest decreases: Microsoft Corp 11.78% to 8.49%; Alphabet Inc 8.24% to 5.61%; NVIDIA Corp 10.3% to 7.94%; Amazon.com Inc 7% to 5.13%; Apple Inc 11.35% to 9.71%; Snowflake Inc 0.17% to 0.08%. New: Eli Lilly & Co (3.5%), Fair Isaac Corp (0.18%), Corning Inc (0.16%). Gone: Walmart Inc (2.03%), Johnson & Johnson (1.35%), United Parcel Service Inc (0.45%), Solventum Corp (0.03%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 30 Oct 2024 12:00:00 GMThttps://themulden.com/funds/tmfc/https://themulden.com/funds/tmfc/102 positions became 103: 2 added (0.09% of the fund), 1 dropped (0.4%). Turnover proxy 5.3%. Largest increases: NVIDIA Corp 7.69% to 10.3%; Alphabet Inc 6.84% to 8.24%; Apple Inc 11.07% to 11.35%; Walmart Inc 1.9% to 2.03%; Moderna Inc 0.12% to 0.21%; U.S. Bank Money Market Deposit Account 0.04% to 0.12%. Largest decreases: Meta Platforms Inc 4.96% to 4.55%; Microsoft Corp 12.11% to 11.78%; Salesforce Inc 1.2% to 0.87%; Adobe Inc 1.02% to 0.77%; Home Depot Inc/The 1.52% to 1.27%; Tesla Inc 2.39% to 2.15%. New: MongoDB Inc (0.06%), Solventum Corp (0.03%). Gone: NextEra Energy Inc (0.4%). 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/tmfc/https://themulden.com/funds/tmfc/100 positions became 102: 4 added (2.75% of the fund), 2 dropped (1.62%). Turnover proxy 9%. Largest increases: NVIDIA Corp 5.19% to 7.69%; Meta Platforms Inc 3.78% to 4.96%; Broadcom Inc 1.95% to 2.44%; Amazon.com Inc 6.77% to 7.19%; Advanced Micro Devices Inc 0.88% to 1.25%; Costco Wholesale Corp 1.18% to 1.33%. Largest decreases: Apple Inc 13.35% to 11.07%; Tesla Inc 3.42% to 2.39%; Alphabet Inc 7.58% to 6.84%; Microsoft Corp 12.67% to 12.11%; UnitedHealth Group Inc 2.3% to 1.83%; Adobe Inc 1.25% to 1.02%. New: Walmart Inc (1.9%), United Parcel Service Inc (0.51%), DoorDash Inc (0.2%), Zscaler Inc (0.14%). Gone: Oracle Corp (1.44%), Seagen Inc (0.18%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Apr 2024 12:00:00 GMThttps://themulden.com/funds/tmfc/https://themulden.com/funds/tmfc/102 positions became 100: 3 added (0.47% of the fund), 5 dropped (1.18%). Turnover proxy 4.5%. Largest increases: Microsoft Corp 11.26% to 12.67%; Meta Platforms Inc 3.5% to 3.78%; UnitedHealth Group Inc 2.05% to 2.3%; Amazon.com Inc 6.53% to 6.77%; Broadcom Inc 1.76% to 1.95%; U.S. Bank Money Market Deposit Account 0.05% to 0.19%. Largest decreases: Alphabet Inc 8.02% to 7.58%; NVIDIA Corp 5.63% to 5.19%; Johnson & Johnson 2.09% to 1.68%; Tesla Inc 3.77% to 3.42%; Apple Inc 13.64% to 13.35%; Bristol-Myers Squibb Co 0.6% to 0.47%. New: Truist Financial Corp (0.19%), Gartner Inc (0.15%), Nasdaq Inc (0.12%). Gone: VMware Inc (0.34%), Activision Blizzard Inc (0.33%), Cadence Design Systems Inc (0.3%), Zscaler Inc (0.1%), Cloudflare Inc (0.1%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Jan 2024 12:00:00 GMThttps://themulden.com/funds/tmfc/https://themulden.com/funds/tmfc/102 positions became 102: 2 added (0.38% of the fund), 2 dropped (1.17%). Turnover proxy 4.3%. Largest increases: NVIDIA Corp 4.65% to 5.63%; Tesla Inc 3.21% to 3.77%; Amazon.com Inc 6.16% to 6.53%; Adobe Inc 0.96% to 1.19%; Alphabet Inc 7.84% to 8.02%; Berkshire Hathaway Inc 3.5% to 3.63%. Largest decreases: Microsoft Corp 12.19% to 11.26%; Apple Inc 13.98% to 13.64%; UnitedHealth Group Inc 2.26% to 2.05%; Advanced Micro Devices Inc 0.94% to 0.79%; Salesforce Inc 1.11% to 1%; NextEra Energy Inc 0.72% to 0.62%. New: Copart Inc (0.2%), Trade Desk Inc/The (0.18%). Gone: Lowe's Cos Inc (0.6%), Goldman Sachs Group Inc/The (0.57%). 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/tmfc/https://themulden.com/funds/tmfc/102 positions became 102: 1 added (0.14% of the fund), 1 dropped (0.19%). Turnover proxy 7.3%. Largest increases: Microsoft Corp 10.69% to 12.19%; NVIDIA Corp 3.27% to 4.65%; Alphabet Inc 6.69% to 7.84%; Meta Platforms Inc 2.64% to 3.42%; Amazon.com Inc 5.52% to 6.16%; Apple Inc 13.47% to 13.98%. Largest decreases: Tesla Inc 3.73% to 3.21%; JPMorgan Chase & Co 2.43% to 2.01%; Berkshire Hathaway Inc 3.87% to 3.5%; Charles Schwab Corp/The 0.83% to 0.48%; Visa Inc 2.61% to 2.26%; Home Depot Inc/The 1.74% to 1.43%. New: Coupang Inc (0.14%). Gone: Copart Inc (0.19%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 25 Jul 2023 12:00:00 GMThttps://themulden.com/funds/tmfc/https://themulden.com/funds/tmfc/101 positions became 102: 6 added (2.32% of the fund), 5 dropped (3.12%). Turnover proxy 6.1%. Largest increases: NVIDIA Corp 2.36% to 3.27%; Meta Platforms Inc 1.78% to 2.64%; Tesla Inc 3.41% to 3.73%; Broadcom Inc 1.25% to 1.43%; JPMorgan Chase & Co 2.3% to 2.43%; Apple Inc 13.37% to 13.47%. Largest decreases: Alphabet Inc 7.39% to 6.69%; Johnson & Johnson 2.62% to 2.3%; UnitedHealth Group Inc 2.87% to 2.56%; Amgen Inc 0.86% to 0.71%; Home Depot Inc/The 1.86% to 1.74%; NextEra Energy Inc 0.93% to 0.81%. New: Oracle Corp (1.35%), Arista Networks Inc (0.24%), Warner Bros Discovery Inc (0.22%), Cummins Inc (0.2%), Seagen Inc (0.19%), Cloudflare Inc (0.11%). Gone: Texas Instruments Inc (0.93%), QUALCOMM Inc (0.79%), American Express Co (0.67%), S&P Global Inc (0.65%), SVB Financial Group (0.08%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 Apr 2023 12:00:00 GMThttps://themulden.com/funds/tmfc/https://themulden.com/funds/tmfc/102 positions became 101: 2 added (1.37% of the fund), 3 dropped (0.33%). Turnover proxy 6.4%. Largest increases: Berkshire Hathaway Inc 3.43% to 3.94%; JPMorgan Chase & Co 1.84% to 2.3%; Johnson & Johnson 2.35% to 2.62%; NVIDIA Corp 2.09% to 2.36%; Visa Inc 2.29% to 2.52%; Home Depot Inc/The 1.64% to 1.86%. Largest decreases: Amazon.com Inc 7.13% to 5.51%; Tesla Inc 4.74% to 3.41%; Apple Inc 14.07% to 13.37%; Meta Platforms Inc 2.44% to 1.78%; Alphabet Inc 7.92% to 7.39%; Microsoft Corp 10.81% to 10.67%. New: Goldman Sachs Group Inc/The (0.7%), American Express Co (0.67%). Gone: Twitter Inc (0.16%), Match Group Inc (0.09%), Twilio Inc (0.07%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 26 Jan 2023 12:00:00 GMThttps://themulden.com/funds/tmfc/https://themulden.com/funds/tmfc/103 positions became 102: 5 added (2.38% of the fund), 6 dropped (0.55%). Turnover proxy 5.3%. Largest increases: Apple Inc 13.32% to 14.07%; Tesla Inc 4.3% to 4.74%; Amazon.com Inc 6.71% to 7.13%; Costco Wholesale Corp 1.13% to 1.28%; UnitedHealth Group Inc 2.56% to 2.7%; NextEra Energy Inc 0.82% to 0.93%. Largest decreases: NVIDIA Corp 2.57% to 2.09%; Meta Platforms Inc 2.89% to 2.44%; Berkshire Hathaway Inc 3.83% to 3.43%; Microsoft Corp 11.18% to 10.81%; Alphabet Inc 8.26% to 7.92%; Johnson & Johnson 2.59% to 2.35%. New: Texas Instruments Inc (0.81%), Lowe's Cos Inc (0.66%), S&P Global Inc (0.63%), Copart Inc (0.14%), CoStar Group Inc (0.14%). Gone: Arista Networks Inc (0.17%), Trade Desk Inc/The (0.13%), Cloudflare Inc (0.1%), Okta Inc (0.07%), Unity Software Inc (0.06%), Embecta Corp (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Oct 2022 12:00:00 GMThttps://themulden.com/funds/tmfc/https://themulden.com/funds/tmfc/102 positions became 103: 6 added (3.51% of the fund), 5 dropped (0.54%). Turnover proxy 7.1%. Largest increases: Advanced Micro Devices Inc 0% to 0.88%; Johnson & Johnson 2.21% to 2.59%; UnitedHealth Group Inc 2.28% to 2.56%; Berkshire Hathaway Inc 3.66% to 3.83%; U.S. Bank Money Market Deposit Account 0.01% to 0.15%; T-Mobile US Inc 0.78% to 0.91%. Largest decreases: Amazon.com Inc 7.91% to 6.71%; Alphabet Inc 9.07% to 8.26%; NVIDIA Corp 3.1% to 2.57%; Apple Inc 13.77% to 13.32%; Netflix Inc 0.89% to 0.48%; Walt Disney Co/The 1.37% to 1.1%. New: JPMorgan Chase & Co (2.08%), QUALCOMM Inc (0.86%), McKesson Corp (0.26%), Arista Networks Inc (0.17%), Trade Desk Inc/The (0.13%), Embecta Corp (0.01%). Gone: Copart Inc (0.15%), CoStar Group Inc (0.12%), DocuSign Inc (0.12%), Roku Inc (0.1%), EPAM Systems Inc (0.06%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 27 Jul 2022 12:00:00 GMThttps://themulden.com/funds/tmfc/https://themulden.com/funds/tmfc/102 positions became 102: 6 added (3.04% of the fund), 6 dropped (3.06%). Turnover proxy 9.5%. Largest increases: Apple Inc 12.31% to 13.77%; Berkshire Hathaway Inc 2.81% to 3.66%; Visa Inc 1.81% to 2.32%; Mastercard Inc 1.35% to 1.8%; UnitedHealth Group Inc 1.97% to 2.28%; Alphabet Inc 8.82% to 9.07%. Largest decreases: Meta Platforms Inc 4.28% to 2.98%; NVIDIA Corp 3.71% to 3.1%; Adobe Inc 1.58% to 1.13%; Moderna Inc 0.7% to 0.32%; PayPal Holdings Inc 1% to 0.67%; Tesla Inc 4.76% to 4.45%. New: Johnson & Johnson (2.21%), Moody's Corp (0.3%), Digital Realty Trust Inc (0.19%), Old Dominion Freight Line Inc (0.18%), Copart Inc (0.15%), Advanced Micro Devices Inc (0%). Gone: Intel Corp (0.89%), Texas Instruments Inc (0.8%), S&P Global Inc (0.51%), Zoetis Inc (0.48%), Xilinx Inc (0.25%), Discover Financial Services (0.14%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 27 Apr 2022 12:00:00 GMThttps://themulden.com/funds/tmfc/https://themulden.com/funds/tmfc/102 positions became 102: 7 added (2.42% of the fund), 7 dropped (1.08%). Turnover proxy 8%. Largest increases: Tesla Inc 3.14% to 4.76%; NVIDIA Corp 2.5% to 3.71%; Microsoft Corp 10.7% to 11.56%; Apple Inc 11.9% to 12.31%; Home Depot Inc/The 1.62% to 1.9%; NIKE Inc 1.06% to 1.27%. Largest decreases: Meta Platforms Inc 4.99% to 4.28%; PayPal Holdings Inc 1.6% to 1%; Visa Inc 2.38% to 1.81%; Alphabet Inc 9.36% to 8.82%; Amazon.com Inc 8.53% to 8.09%; Berkshire Hathaway Inc 3.17% to 2.81%. New: Texas Instruments Inc (0.8%), S&P Global Inc (0.51%), ROBLOX Corp (0.34%), Zscaler Inc (0.22%), Unity Software Inc (0.22%), SVB Financial Group (0.16%). Gone: Chewy Inc (0.17%), Copart Inc (0.16%), Cummins Inc (0.16%), Corning Inc (0.16%), Pinterest Inc (0.16%), Wayfair Inc (0.14%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Jan 2022 12:00:00 GMThttps://themulden.com/funds/tmfc/https://themulden.com/funds/tmfc/102 positions became 102: 7 added (1.55% of the fund), 7 dropped (5.37%). Turnover proxy 8.2%. Largest increases: Microsoft Corp 9.58% to 10.7%; Alphabet Inc 8.26% to 9.36%; Apple Inc 10.85% to 11.9%; Facebook Inc 4.44% to 4.99%; NVIDIA Corp 2.03% to 2.5%; Adobe Inc 1.16% to 1.5%. Largest decreases: Mastercard Inc 1.96% to 1.7%; Visa Inc 2.61% to 2.38%; Berkshire Hathaway Inc 3.39% to 3.17%; Uber Technologies Inc 0.54% to 0.34%; Walt Disney Co/The 1.77% to 1.58%; Zoom Video Communications Inc 0.54% to 0.39%. New: Snowflake Inc (0.45%), ResMed Inc (0.2%), Datadog Inc (0.2%), Discover Financial Services (0.19%), Okta Inc (0.18%), Cloudflare Inc (0.17%). Gone: Johnson & Johnson (2.22%), Walmart Inc (2.02%), Moody's Corp (0.32%), Ford Motor Co (0.32%), Zillow Group Inc (0.17%), Discovery Inc (0.17%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 28 Oct 2021 12:00:00 GMThttps://themulden.com/funds/tmfc/https://themulden.com/funds/tmfc/102 positions became 102: 11 added (8% of the fund), 11 dropped (1.76%). Turnover proxy 8.8%. Largest increases: Alphabet Inc 8.1% to 8.26%; Berkshire Hathaway Inc 3.24% to 3.39%; UnitedHealth Group Inc 1.8% to 1.89%; Facebook Inc 4.35% to 4.44%; Sherwin-Williams Co/The 0.33% to 0.37%; T-Mobile US Inc 0.86% to 0.9%. Largest decreases: Apple Inc 11.85% to 10.85%; Microsoft Corp 10.45% to 9.58%; Amazon.com Inc 9.06% to 8.25%; Tesla Inc 3.5% to 3.25%; Netflix Inc 1.38% to 1.14%; PayPal Holdings Inc 1.84% to 1.59%. New: Johnson & Johnson (2.22%), Walmart Inc (2.02%), Intel Corp (1.18%), Charles Schwab Corp/The (0.72%), Airbnb Inc (0.47%), Lam Research Corp (0.43%). Gone: Okta Inc (0.21%), Teladoc Health Inc (0.19%), Datadog Inc (0.19%), Unity Software Inc (0.18%), Seagen Inc (0.18%), ResMed Inc (0.17%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 27 Jul 2021 12:00:00 GMThttps://themulden.com/funds/tmfc/https://themulden.com/funds/tmfc/102 positions became 102: 5 added (1.16% of the fund), 5 dropped (1.88%). Turnover proxy 5.1%. Largest increases: Alphabet Inc 7.33% to 8.1%; Microsoft Corp 9.82% to 10.45%; PayPal Holdings Inc 1.47% to 1.84%; Walt Disney Co/The 1.7% to 1.91%; Twitter Inc 0.21% to 0.37%; NVIDIA Corp 1.92% to 2.06%. Largest decreases: Facebook Inc 4.7% to 4.35%; Apple Inc 12.18% to 11.85%; Amazon.com Inc 9.38% to 9.06%; Costco Wholesale Corp 1.04% to 0.85%; Berkshire Hathaway Inc 3.44% to 3.24%; salesforce.com Inc 1.37% to 1.2%. New: Chewy Inc (0.29%), Trade Desk Inc/The (0.25%), Zillow Group Inc (0.24%), Teladoc Health Inc (0.19%), Unity Software Inc (0.18%). Gone: Intel Corp (1.25%), Sirius XM Holdings Inc (0.17%), Corning Inc (0.17%), McCormick & Co Inc/MD (0.15%), Skyworks Solutions Inc (0.14%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 23 Apr 2021 12:00:00 GMThttps://themulden.com/funds/tmfc/https://themulden.com/funds/tmfc/102 positions became 102: 8 added (2.56% of the fund), 8 dropped (3.7%). Turnover proxy 7.6%. Largest increases: Tesla Inc 2.54% to 3.48%; Alphabet Inc 6.86% to 7.33%; Zoom Video Communications Inc 0.54% to 0.85%; Berkshire Hathaway Inc 3.21% to 3.44%; Walt Disney Co/The 1.48% to 1.7%; Uber Technologies Inc 0.36% to 0.55%. Largest decreases: Apple Inc 13.22% to 12.18%; Amazon.com Inc 10.14% to 9.38%; Facebook Inc 5.28% to 4.7%; Microsoft Corp 10.13% to 9.82%; Mastercard Inc 2.22% to 2.05%; salesforce.com Inc 1.5% to 1.37%. New: Intel Corp (1.25%), Pinterest Inc (0.23%), Roku Inc (0.22%), Peloton Interactive Inc (0.2%), Corning Inc (0.17%), Seagen Inc (0.17%). Gone: Johnson & Johnson (2.47%), TJX Cos Inc/The (0.41%), AutoZone Inc (0.17%), Seattle Genetics Inc (0.17%), Cerner Corp (0.14%), Alexandria Real Estate Equitie (0.13%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 28 Jan 2021 12:00:00 GMThttps://themulden.com/funds/tmfc/https://themulden.com/funds/tmfc/102 positions became 102: 10 added (1.69% of the fund), 10 dropped (4.78%). Turnover proxy 11%. Largest increases: Apple Inc 10.79% to 13.22%; Amazon.com Inc 8.55% to 10.14%; Tesla Inc 1.06% to 2.54%; Facebook Inc 4.56% to 5.28%; NVIDIA Corp 1.3% to 1.98%; salesforce.com Inc 1.1% to 1.5%. Largest decreases: Johnson & Johnson 3.09% to 2.47%; Alphabet Inc 7.4% to 6.86%; Visa Inc 3.22% to 2.73%; Berkshire Hathaway Inc 3.57% to 3.21%; UnitedHealth Group Inc 2.12% to 1.76%; Gilead Sciences Inc 0.74% to 0.49%. New: DocuSign Inc (0.24%), Twilio Inc (0.22%), Cadence Design Systems Inc (0.18%), Match Group Inc (0.17%), Crowdstrike Holdings Inc (0.17%), Okta Inc (0.16%). Gone: Intel Corp (1.8%), AbbVie Inc (1.1%), BlackRock Inc (0.53%), Automatic Data Processing Inc (0.46%), Match Group Inc (0.17%), Copart Inc (0.16%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 30 Oct 2020 12:00:00 GMT