Each N-PORT filing of WINN 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/winn/https://themulden.com/funds/winn/70 positions became 70: 7 added (3.92% of the fund), 7 dropped (2.86%). Turnover proxy 13.6%. Largest increases: Broadcom Inc 5.89% to 7.72%; Hilton Worldwide Holdings Inc 0.55% to 1.75%; Alphabet Inc 7.23% to 8.37%; Mastercard Inc 1.64% to 2.68%; Netflix Inc 1.7% to 2.64%; Amazon.com Inc 7.49% to 8.3%. Largest decreases: Tesla Inc 3.39% to 1.84%; Microsoft Corp 7.99% to 6.67%; Snowflake Inc 1.53% to 0.59%; Eli Lilly & Co 3.71% to 2.88%; General Electric Co 1.44% to 0.76%; TJX Cos Inc/The 0.79% to 0.25%. New: Comfort Systems USA Inc (1.08%), Analog Devices Inc (1.02%), Insmed Inc (0.51%), Regeneron Pharmaceuticals Inc (0.43%), AstraZeneca PLC (0.38%), Airbnb Inc (0.26%). Gone: Gilead Sciences Inc (0.83%), Ares Management Corp (0.5%), Veeva Systems Inc (0.47%), AstraZeneca PLC (0.39%), adidas AG (0.3%), Boston Scientific Corp (0.21%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Jun 2026 12:00:00 GMThttps://themulden.com/funds/winn/https://themulden.com/funds/winn/70 positions became 70: 8 added (3.92% of the fund), 8 dropped (4.27%). Turnover proxy 14%. Largest increases: Alphabet Inc 4.76% to 7.23%; Eli Lilly & Co 2.26% to 3.71%; Walmart Inc 0.97% to 1.76%; Amazon.com Inc 6.72% to 7.49%; Texas Instruments Inc 0.48% to 0.93%; Boeing Co/The 1.61% to 2.01%. Largest decreases: Netflix Inc 3.8% to 1.7%; Meta Platforms Inc 4.53% to 3.24%; Microsoft Corp 9.15% to 7.99%; Uber Technologies Inc 0.96% to 0.26%; NVIDIA Corp 12.5% to 11.9%; Axon Enterprise Inc 0.79% to 0.35%. New: Gilead Sciences Inc (0.83%), GE Vernova Inc (0.83%), TransDigm Group Inc (0.51%), Ares Management Corp (0.5%), Robinhood Markets Inc (0.44%), ASML Holding NV (0.33%). Gone: NIKE Inc (0.83%), Alnylam Pharmaceuticals Inc (0.82%), HubSpot Inc (0.81%), Zscaler Inc (0.47%), GE HealthCare Technologies Inc (0.45%), Apollo Global Management Inc (0.36%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 30 Mar 2026 12:00:00 GMThttps://themulden.com/funds/winn/https://themulden.com/funds/winn/75 positions became 70: 1 added (0.54% of the fund), 6 dropped (2.91%). Turnover proxy 14.5%. Largest increases: Alphabet Inc 2.6% to 4.76%; Tesla Inc 1.42% to 3.32%; Broadcom Inc 4.53% to 6.28%; Apple Inc 6.5% to 7.76%; AppLovin Corp 0.28% to 1.02%; Snowflake Inc 0.71% to 1.32%. Largest decreases: ServiceNow Inc 1.92% to 0.29%; Costco Wholesale Corp 2.32% to 1.04%; Amazon.com Inc 7.94% to 6.72%; Microsoft Corp 10.29% to 9.15%; Meta Platforms Inc 5.63% to 4.53%; Netflix Inc 4.74% to 3.8%. New: Amphenol Corp (0.54%). Gone: Synopsys Inc (1.09%), Starbucks Corp (0.44%), Intel Corp (0.38%), Airbnb Inc (0.36%), Moody's Corp (0.34%), Trade Desk Inc/The (0.32%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 19 Dec 2025 12:00:00 GMThttps://themulden.com/funds/winn/https://themulden.com/funds/winn/72 positions became 75: 11 added (5.4% of the fund), 8 dropped (3.87%). Turnover proxy 17.4%. Largest increases: NVIDIA Corp 8.66% to 11.98%; ServiceNow Inc 0.27% to 1.92%; Microsoft Corp 9% to 10.29%; Broadcom Inc 3.51% to 4.53%; Meta Platforms Inc 4.72% to 5.63%; General Electric Co 1.15% to 1.99%. Largest decreases: Alphabet Inc 4.37% to 2.6%; Vertex Pharmaceuticals Inc 1.81% to 0.39%; Mastercard Inc 3.68% to 2.55%; Eli Lilly & Co 3.42% to 2.38%; Walmart Inc 1.52% to 0.52%; Apple Inc 7.39% to 6.5%. New: Alnylam Pharmaceuticals Inc (0.77%), Thermo Fisher Scientific Inc (0.54%), Cloudflare Inc (0.53%), Oracle Corp (0.52%), Toast Inc (0.51%), Veeva Systems Inc (0.48%). Gone: Abbott Laboratories (0.97%), Novo Nordisk A/S (0.83%), Reddit Inc (0.56%), Cardinal Health Inc (0.5%), Vertiv Holdings Co (0.4%), UnitedHealth Group Inc (0.24%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Sep 2025 12:00:00 GMThttps://themulden.com/funds/winn/https://themulden.com/funds/winn/70 positions became 72: 11 added (4.54% of the fund), 9 dropped (4.25%). Turnover proxy 15.2%. Largest increases: Netflix Inc 3.98% to 5.46%; Vertex Pharmaceuticals Inc 0.66% to 1.81%; Eli Lilly & Co 2.38% to 3.42%; Mastercard Inc 2.86% to 3.68%; O'Reilly Automotive Inc 0.51% to 1.13%; TJX Cos Inc/The 0.75% to 1.31%. Largest decreases: Amazon.com Inc 9.44% to 7.39%; Meta Platforms Inc 6.12% to 4.72%; Tesla Inc 2.86% to 1.96%; Trade Desk Inc/The 1.14% to 0.3%; Walt Disney Co/The 1.46% to 0.74%; NVIDIA Corp 9.32% to 8.66%. New: Axon Enterprise Inc (0.52%), Cardinal Health Inc (0.5%), Danaher Corp (0.49%), Coca-Cola Co/The (0.48%), Cheniere Energy Inc (0.47%), Starbucks Corp (0.46%). Gone: Gilead Sciences Inc (0.95%), Bristol-Myers Squibb Co (0.82%), Fair Isaac Corp (0.77%), Eaton Corp PLC (0.33%), Microchip Technology Inc (0.33%), Home Depot Inc/The (0.31%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Jun 2025 12:00:00 GMThttps://themulden.com/funds/winn/https://themulden.com/funds/winn/67 positions became 70: 12 added (7.14% of the fund), 9 dropped (4.51%). Turnover proxy 16.4%. Largest increases: Mastercard Inc 1.47% to 2.86%; Tesla Inc 1.78% to 2.86%; Amazon.com Inc 8.37% to 9.44%; HubSpot Inc 0.18% to 1.1%; Alphabet Inc 3.84% to 4.59%; Snowflake Inc 0.22% to 0.85%. Largest decreases: NVIDIA Corp 11.46% to 9.32%; MercadoLibre Inc 1.93% to 0.87%; Microsoft Corp 9.5% to 8.55%; Apple Inc 8.28% to 7.42%; Novo Nordisk A/S 1.33% to 0.58%; Moody's Corp 1.01% to 0.35%. New: Abbott Laboratories (1.11%), Spotify Technology SA (1.09%), Gilead Sciences Inc (0.95%), Reddit Inc (0.87%), Arista Networks Inc (0.81%), Edwards Lifesciences Corp (0.47%). Gone: Amgen Inc (0.97%), Sanofi SA (0.7%), MongoDB Inc (0.69%), Merck & Co Inc (0.65%), L'Oreal SA (0.45%), Marriott International Inc/MD (0.37%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 Mar 2025 12:00:00 GMThttps://themulden.com/funds/winn/https://themulden.com/funds/winn/65 positions became 67: 8 added (4.72% of the fund), 6 dropped (3.56%). Turnover proxy 11.9%. Largest increases: NVIDIA Corp 10.57% to 11.46%; Crowdstrike Holdings Inc 0.15% to 0.95%; UnitedHealth Group Inc 0.28% to 0.97%; Meta Platforms Inc 4.81% to 5.5%; Alphabet Inc 3.25% to 3.84%; Moody's Corp 0.45% to 1.01%. Largest decreases: Microsoft Corp 10.76% to 9.5%; Novo Nordisk A/S 2.32% to 1.33%; Hilton Worldwide Holdings Inc 1.11% to 0.31%; Visa Inc 1.93% to 1.29%; Airbnb Inc 1.71% to 1.1%; Walt Disney Co/The 1.54% to 0.99%. New: Fair Isaac Corp (0.89%), Bristol-Myers Squibb Co (0.85%), adidas AG (0.72%), Sanofi SA (0.7%), Vertiv Holdings Co (0.55%), Walmart Inc (0.54%). Gone: Becton Dickinson & Co (1.03%), Regeneron Pharmaceuticals Inc (1.03%), Lam Research Corp (0.72%), Blackstone Inc (0.33%), ARM Holdings PLC (0.24%), Chipotle Mexican Grill Inc (0.22%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Dec 2024 12:00:00 GMThttps://themulden.com/funds/winn/https://themulden.com/funds/winn/67 positions became 65: 4 added (2.29% of the fund), 6 dropped (3.63%). Turnover proxy 14.1%. Largest increases: NVIDIA Corp 8.83% to 10.57%; Apple Inc 7.2% to 8.52%; Netflix Inc 2.78% to 3.99%; Walt Disney Co/The 0.61% to 1.54%; Broadcom Inc 3.31% to 4.15%; Boeing Co/The 0.69% to 1.51%. Largest decreases: Advanced Micro Devices Inc 3.42% to 0.66%; LVMH Moet Hennessy Louis Vuitton SE 1.2% to 0.23%; Crowdstrike Holdings Inc 1.01% to 0.15%; Mastercard Inc 1.74% to 1.13%; Snowflake Inc 0.86% to 0.27%; Eli Lilly & Co 3.67% to 3.08%. New: Amgen Inc (1.05%), General Electric Co (0.77%), ARM Holdings PLC (0.24%), Analog Devices Inc (0.23%). Gone: Lululemon Athletica Inc (1.03%), AbbVie Inc (0.97%), Applied Materials Inc (0.87%), Dollar General Corp (0.49%), NIKE Inc (0.27%), Stryker Corp (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Sep 2024 12:00:00 GMThttps://themulden.com/funds/winn/https://themulden.com/funds/winn/64 positions became 67: 6 added (2.83% of the fund), 3 dropped (0.97%). Turnover proxy 15.2%. Largest increases: Meta Platforms Inc 2.98% to 4.82%; Broadcom Inc 1.61% to 3.31%; NVIDIA Corp 7.16% to 8.83%; Airbnb Inc 0.25% to 1.69%; Amazon.com Inc 7.6% to 8.33%; Trade Desk Inc/The 0.24% to 0.94%. Largest decreases: Alphabet Inc 5.88% to 3.09%; MercadoLibre Inc 2.65% to 1.61%; Visa Inc 2.6% to 1.66%; Lululemon Athletica Inc 1.97% to 1.03%; Advanced Micro Devices Inc 4.29% to 3.42%; Stryker Corp 0.86% to 0%. New: Eaton Corp PLC (0.74%), Walt Disney Co/The (0.61%), Regeneron Pharmaceuticals Inc (0.49%), Dollar General Corp (0.49%), Microchip Technology Inc (0.26%), Progressive Corp/The (0.25%). Gone: Aptiv PLC (0.43%), Micron Technology Inc (0.27%), ARM Holdings PLC (0.27%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 Jun 2024 12:00:00 GMThttps://themulden.com/funds/winn/https://themulden.com/funds/winn/63 positions became 64: 2 added (0.75% of the fund), 1 dropped (0.23%). Turnover proxy 7.8%. Largest increases: Advanced Micro Devices Inc 2.26% to 4.29%; Netflix Inc 1.66% to 2.44%; MercadoLibre Inc 1.97% to 2.65%; Broadcom Inc 1.01% to 1.61%; MongoDB Inc 0.69% to 1.19%; Uber Technologies Inc 1.81% to 2.23%. Largest decreases: Tesla Inc 4.14% to 2.3%; Apple Inc 9.47% to 8.02%; Eli Lilly & Co 4.2% to 3.62%; Alphabet Inc 6.39% to 5.88%; Microsoft Corp 12.01% to 11.5%; O'Reilly Automotive Inc 0.8% to 0.31%. New: Boeing Co/The (0.47%), NU Holdings Ltd/Cayman Islands (0.28%). Gone: Dexcom Inc (0.23%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 01 Apr 2024 12:00:00 GMThttps://themulden.com/funds/winn/https://themulden.com/funds/winn/69 positions became 63: 2 added (0.44% of the fund), 8 dropped (3.97%). Turnover proxy 12.2%. Largest increases: Eli Lilly & Co 2.6% to 4.2%; Amazon.com Inc 5.89% to 7.43%; Novo Nordisk A/S 1.39% to 2.67%; Microsoft Corp 11% to 12.01%; Netflix Inc 0.95% to 1.66%; Lululemon Athletica Inc 1.53% to 2.22%. Largest decreases: Apple Inc 11.61% to 9.47%; LVMH Moet Hennessy Louis Vuitton SE 1.66% to 0.8%; NVIDIA Corp 7.88% to 7.13%; Tesla Inc 4.81% to 4.14%; Uber Technologies Inc 2.48% to 1.81%; Salesforce Inc 1.03% to 0.46%. New: ARM Holdings PLC (0.23%), HubSpot Inc (0.21%). Gone: Adyen NV (1.01%), Cie Financiere Richemont SA (0.91%), Ulta Beauty Inc (0.59%), Danaher Corp (0.38%), ROBLOX Corp (0.34%), Atlassian Corp (0.27%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 26 Dec 2023 12:00:00 GMThttps://themulden.com/funds/winn/https://themulden.com/funds/winn/75 positions became 69: 3 added (1.54% of the fund), 9 dropped (5.08%). Turnover proxy 15.3%. Largest increases: Meta Platforms Inc 0.44% to 2.87%; NVIDIA Corp 5.49% to 7.88%; Advanced Micro Devices Inc 0.51% to 1.99%; Alphabet Inc 5.09% to 6.3%; Tesla Inc 3.63% to 4.81%; Amazon.com Inc 5.15% to 5.89%. Largest decreases: LVMH Moet Hennessy Louis Vuitton SE 2.68% to 1.66%; Vertex Pharmaceuticals Inc 1.12% to 0.24%; Microsoft Corp 11.8% to 11%; MercadoLibre Inc 1.97% to 1.33%; TJX Cos Inc/The 1.03% to 0.42%; Novo Nordisk A/S 1.98% to 1.39%. New: MongoDB Inc (0.78%), Becton Dickinson & Co (0.51%), ServiceNow Inc (0.25%). Gone: Schlumberger NV (1.46%), Zoetis Inc (0.91%), Centene Corp (0.79%), T-Mobile US Inc (0.59%), Northrop Grumman Corp (0.36%), Expedia Group Inc (0.26%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 29 Sep 2023 12:00:00 GMThttps://themulden.com/funds/winn/https://themulden.com/funds/winn/75 positions became 75: 3 added (1.5% of the fund), 3 dropped (1.64%). Turnover proxy 10.8%. Largest increases: Microsoft Corp 10.37% to 11.8%; NVIDIA Corp 4.16% to 5.49%; Apple Inc 10.89% to 11.76%; Amazon.com Inc 4.48% to 5.15%; Mastercard Inc 1.69% to 2.11%; JPMorgan Chase & Co 0.25% to 0.64%. Largest decreases: Netflix Inc 2.43% to 1.11%; LVMH Moet Hennessy Louis Vuitton SE 3.77% to 2.68%; MercadoLibre Inc 2.65% to 1.97%; T-Mobile US Inc 1.13% to 0.59%; Lam Research Corp 0.85% to 0.36%; Marvell Technology Inc 0.96% to 0.49%. New: Synopsys Inc (0.93%), Applied Materials Inc (0.34%), Arista Networks Inc (0.23%). Gone: Estee Lauder Cos Inc/The (0.96%), SBA Communications Corp (0.41%), Abbott Laboratories (0.27%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 22 Jun 2023 12:00:00 GMThttps://themulden.com/funds/winn/https://themulden.com/funds/winn/73 positions became 75: 4 added (1.23% of the fund), 2 dropped (0.74%). Turnover proxy 16.7%. Largest increases: LVMH Moet Hennessy Louis Vuitton SE 1.86% to 3.77%; NVIDIA Corp 2.43% to 4.16%; Novo Nordisk A/S 0.49% to 2.14%; Netflix Inc 0.91% to 2.43%; MercadoLibre Inc 1.8% to 2.65%; Marvell Technology Inc 0.3% to 0.96%. Largest decreases: Tesla Inc 7.21% to 3.82%; Amazon.com Inc 5.76% to 4.48%; Home Depot Inc/The 1.46% to 0.26%; Apple Inc 11.99% to 10.89%; Salesforce Inc 1.21% to 0.3%; Atlassian Corp 0.9% to 0.25%. New: Ulta Beauty Inc (0.5%), Advanced Micro Devices Inc (0.25%), Cadence Design Systems Inc (0.24%), Micron Technology Inc (0.24%). Gone: Target Corp (0.47%), Spotify Technology SA (0.27%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 31 Mar 2023 12:00:00 GMThttps://themulden.com/funds/winn/https://themulden.com/funds/winn/72 positions became 73: 5 added (3.34% of the fund), 4 dropped (1.91%). Turnover proxy 10.6%. Largest increases: MercadoLibre Inc 1.05% to 1.8%; Netflix Inc 0.32% to 0.91%; Schlumberger NV 1.5% to 2.04%; Snowflake Inc 0.72% to 1.19%; Eli Lilly & Co 2.17% to 2.62%; Trade Desk Inc/The 0.31% to 0.75%. Largest decreases: Amazon.com Inc 7.49% to 5.76%; Microsoft Corp 11.1% to 10.06%; Tesla Inc 8.15% to 7.21%; Alphabet Inc 6.15% to 5.48%; Estee Lauder Cos Inc/The 1.32% to 0.72%; Agilent Technologies Inc 0.8% to 0.28%. New: Northrop Grumman Corp (1.03%), Atlassian Corp (0.9%), T-Mobile US Inc (0.61%), Enphase Energy Inc (0.49%), American Express Co (0.31%). Gone: Atlassian Corp PLC (0.85%), Match Group Inc (0.37%), Cognizant Technology Solutions Corp (0.34%), Bristol-Myers Squibb Co (0.34%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 29 Dec 2022 12:00:00 GMThttps://themulden.com/funds/winn/https://themulden.com/funds/winn/76 positions became 72: 3 added (1.77% of the fund), 7 dropped (3.13%). Turnover proxy 11.3%. Largest increases: UnitedHealth Group Inc 0.27% to 1.19%; Costco Wholesale Corp 1.47% to 2.26%; Eli Lilly & Co 1.38% to 2.17%; Amazon.com Inc 6.71% to 7.49%; Visa Inc 1.45% to 2.06%; Apple Inc 11.03% to 11.58%. Largest decreases: Adobe Inc 1.47% to 0.5%; NIKE Inc 1.56% to 0.73%; Alphabet Inc 6.79% to 6.15%; Meta Platforms Inc 1.2% to 0.57%; Target Corp 0.96% to 0.43%; Lululemon Athletica Inc 1.42% to 0.91%. New: Merck & Co Inc (0.72%), Datadog Inc (0.55%), Vertex Pharmaceuticals Inc (0.5%). Gone: Snap Inc (1.12%), Shopify Inc (0.57%), Zscaler Inc (0.5%), Twilio Inc (0.36%), Okta Inc (0.3%), Workday Inc (0.25%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 29 Sep 2022 12:00:00 GMT