Each N-PORT filing of XAR 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/xar/https://themulden.com/funds/xar/42 positions became 49: 7 added (3.24% of the fund), 0 dropped (0%). Turnover proxy 9.1%. Largest increases: Redwire Corp 0.52% to 1.6%; VSE Corp 2.69% to 3.4%; Ducommun Inc 0.74% to 1.42%; AAR Corp 1.99% to 2.64%; Intuitive Machines Inc 1.53% to 2.07%; Red Cat Holdings Inc 0.82% to 1.33%. Largest decreases: BWX Technologies Inc 3.46% to 2.74%; L3Harris Technologies Inc 3.14% to 2.47%; Northrop Grumman Corp 3.08% to 2.42%; Lockheed Martin Corp 3.08% to 2.5%; Huntington Ingalls Industries Inc 3.04% to 2.49%; Curtiss-Wright Corp 3.26% to 2.71%. New: Firefly Aerospace Inc (0.95%), Satellogic Inc (0.48%), York Space Systems Inc (0.4%), Park Aerospace Corp (0.39%), Astronics Corp (0.39%), Voyager Technologies Inc (0.35%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 Aug 2026 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/41 positions became 42: 2 added (3.49% of the fund), 1 dropped (0.22%). Turnover proxy 11.2%. Largest increases: Moog Inc 1.25% to 2.84%; VSE Corp 1.54% to 2.69%; StandardAero Inc 2.01% to 2.99%; Astronics Corp 1.32% to 1.91%; AAR Corp 1.46% to 1.99%; V2X Inc 0.65% to 1.15%. Largest decreases: Karman Holdings Inc 3.65% to 2.53%; Rocket Lab Corp 4.07% to 2.96%; General Electric Co 3.64% to 2.89%; Kratos Defense & Security Solutions Inc 3.31% to 2.63%; Axon Enterprise Inc 3.35% to 2.72%; ATI Inc 3.67% to 3.06%. New: FTAI Aviation Ltd (3.12%), Beta Technologies Inc (0.37%). Gone: Byrna Technologies Inc (0.22%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 28 May 2026 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/41 positions became 41: 1 added (0.54% of the fund), 1 dropped (1.38%). Turnover proxy 6.5%. Largest increases: Karman Holdings Inc 2.84% to 3.65%; Rocket Lab Corp 3.34% to 4.07%; Boeing Co/The 3.05% to 3.66%; Astronics Corp 0.82% to 1.32%; Mercury Systems Inc 1.68% to 2.12%; VSE Corp 1.17% to 1.54%. Largest decreases: Kratos Defense & Security Solutions Inc 4.48% to 3.31%; AeroVironment Inc 4.1% to 3.31%; Archer Aviation Inc 3.74% to 3.01%; Leonardo DRS Inc 2.44% to 1.74%; BWX Technologies Inc 3.57% to 3.22%; Moog Inc 1.59% to 1.25%. New: Red Cat Holdings Inc (0.54%). Gone: Spirit AeroSystems Holdings Inc (1.38%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 26 Feb 2026 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/40 positions became 41: 2 added (4.37% of the fund), 1 dropped (2.02%). Turnover proxy 9.6%. Largest increases: Karman Holdings Inc 1.12% to 2.84%; Archer Aviation Inc 2.88% to 3.74%; Kratos Defense & Security Solutions Inc 3.71% to 4.48%; L3Harris Technologies Inc 3.28% to 3.57%; Ducommun Inc 0.33% to 0.57%; Lockheed Martin Corp 3.27% to 3.47%. Largest decreases: Spirit AeroSystems Holdings Inc 2.94% to 1.38%; StandardAero Inc 3.32% to 2.26%; Rocket Lab Corp 4.22% to 3.34%; Loar Holdings Inc 2.58% to 1.76%; AeroVironment Inc 4.85% to 4.1%; Hexcel Corp 3.23% to 2.89%. New: Carpenter Technology Corp (3.2%), VSE Corp (1.17%). Gone: Triumph Group Inc (2.02%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 26 Nov 2025 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/37 positions became 40: 4 added (9.08% of the fund), 1 dropped (3.79%). Turnover proxy 16.1%. Largest increases: StandardAero Inc 1.8% to 3.32%; Triumph Group Inc 0.85% to 2.02%; Leonardo DRS Inc 1.35% to 2.43%; AeroVironment Inc 3.84% to 4.85%; Loar Holdings Inc 1.6% to 2.58%; Astronics Corp 0.32% to 0.79%. Largest decreases: Boeing Co/The 4.2% to 3.16%; Northrop Grumman Corp 4.22% to 3.3%; Archer Aviation Inc 3.72% to 2.88%; RTX Corp 4.05% to 3.32%; Huntington Ingalls Industries Inc 4.16% to 3.44%; General Dynamics Corp 4.1% to 3.41%. New: Rocket Lab Corp (4.22%), ATI Inc (3.32%), Karman Holdings Inc (1.12%), Redwire Corp (0.42%). Gone: Rocket Lab USA Inc (3.79%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 28 Aug 2025 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/35 positions became 37: 2 added (2.22% of the fund), 0 dropped (0%). Turnover proxy 7.7%. Largest increases: Kratos Defense & Security Solutions Inc 1.56% to 3.92%; Moog Inc 1.57% to 2.19%; Loar Holdings Inc 1.07% to 1.6%; Hexcel Corp 3.27% to 3.79%; Leonardo DRS Inc 1.06% to 1.35%; Mercury Systems Inc 1.11% to 1.39%. Largest decreases: Rocket Lab USA Inc 4.8% to 3.79%; Spirit AeroSystems Holdings Inc 3.83% to 2.94%; Intuitive Machines Inc 2.03% to 1.32%; AeroVironment Inc 4.38% to 3.84%; Boeing Co/The 4.69% to 4.2%; Lockheed Martin Corp 4.24% to 3.79%. New: Standardaero Inc (1.8%), Byrna Technologies Inc (0.42%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 28 May 2025 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/34 positions became 35: 1 added (2.03% of the fund), 0 dropped (0%). Turnover proxy 8.4%. Largest increases: Archer Aviation Inc 0.77% to 3.95%; Rocket Lab USA Inc 3.18% to 4.8%; AeroVironment Inc 3.79% to 4.38%; Boeing Co/The 4.38% to 4.69%; Loar Holdings Inc 0.87% to 1.07%; V2X Inc 0.31% to 0.48%. Largest decreases: Axon Enterprise Inc 4.76% to 4.07%; Hexcel Corp 3.94% to 3.27%; L3Harris Technologies Inc 4.68% to 4.04%; Woodward Inc 4.69% to 4.08%; Howmet Aerospace Inc 4.75% to 4.14%; Curtiss-Wright Corp 4.79% to 4.2%. New: Intuitive Machines Inc (2.03%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Feb 2025 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/33 positions became 34: 3 added (5.85% of the fund), 2 dropped (0.44%). Turnover proxy 8%. Largest increases: Rocket Lab USA Inc 2.02% to 3.18%; Woodward Inc 4.49% to 4.69%; Howmet Aerospace Inc 4.56% to 4.75%; TransDigm Group Inc 4.58% to 4.71%; RTX Corp 4.47% to 4.6%; Moog Inc 1.89% to 2.01%. Largest decreases: AAR Corp 2.25% to 1.17%; BWX Technologies Inc 4.93% to 3.88%; Kratos Defense & Security Solutions Inc 2.25% to 1.42%; Spirit AeroSystems Holdings Inc 5.2% to 4.41%; Hexcel Corp 4.66% to 3.94%; Cadre Holdings Inc 1.04% to 0.54%. New: General Electric Co (4.78%), Loar Holdings Inc (0.87%), State Street Global Advisors (0.2%). Gone: Virgin Galactic Holdings Inc (0.31%), State Street Global Advisors (0.13%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 25 Nov 2024 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/34 positions became 33: 1 added (0.31% of the fund), 2 dropped (4.17%). Turnover proxy 16%. Largest increases: Spirit AeroSystems Holdings Inc 3.77% to 5.2%; BWX Technologies Inc 3.72% to 4.93%; Boeing Co/The 3.64% to 4.77%; L3Harris Technologies Inc 3.71% to 4.79%; Huntington Ingalls Industries Inc 3.72% to 4.79%; Hexcel Corp 3.59% to 4.66%. Largest decreases: Archer Aviation Inc 3.77% to 1.18%; Rocket Lab USA Inc 3.48% to 2.02%; Moog Inc 3.27% to 1.89%; Triumph Group Inc 2.33% to 1.01%; Mercury Systems Inc 2.45% to 1.26%; Kratos Defense & Security Solutions Inc 3.32% to 2.25%. New: Virgin Galactic Holdings Inc (0.31%). Gone: Virgin Galactic Holdings Inc (3.06%), Kaman Corp (1.11%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 28 Aug 2024 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/35 positions became 34: 0 added (0% of the fund), 1 dropped (0.81%). Turnover proxy 5%. Largest increases: AAR Corp 1.91% to 3.17%; Moog Inc 2.54% to 3.27%; Kaman Corp 0.45% to 1.11%; Cadre Holdings Inc 0.56% to 0.96%; Archer Aviation Inc 3.46% to 3.77%; Kratos Defense & Security Solutions Inc 3.12% to 3.32%. Largest decreases: Virgin Galactic Holdings Inc 3.73% to 3.06%; Mercury Systems Inc 2.89% to 2.45%; Spirit AeroSystems Holdings Inc 4.18% to 3.77%; Axon Enterprise Inc 4.15% to 3.74%; Boeing Co/The 4.05% to 3.64%; AeroVironment Inc 3.84% to 3.45%. Gone: AerSale Corp (0.81%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 May 2024 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/33 positions became 35: 2 added (0.87% of the fund), 0 dropped (0%). Turnover proxy 6%. Largest increases: AeroVironment Inc 2.87% to 3.84%; Kratos Defense & Security Solutions Inc 2.18% to 3.12%; Leonardo DRS Inc 1.53% to 2.37%; Spirit AeroSystems Holdings Inc 3.64% to 4.18%; Virgin Galactic Holdings Inc 3.36% to 3.73%; Archer Aviation Inc 3.18% to 3.46%. Largest decreases: BWX Technologies Inc 4.44% to 3.68%; Northrop Grumman Corp 4.45% to 3.73%; Mercury Systems Inc 3.38% to 2.89%; General Dynamics Corp 4.34% to 3.91%; HEICO Corp 4.21% to 3.8%; AerSale Corp 1.21% to 0.81%. New: Cadre Holdings Inc (0.56%), Astronics Corp (0.31%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 27 Feb 2024 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/33 positions became 33: 2 added (2.74% of the fund), 2 dropped (7.56%). Turnover proxy 9.8%. Largest increases: Archer Aviation Inc 1.05% to 3.18%; Mercury Systems Inc 1.88% to 3.38%; Moog Inc 2.07% to 2.79%; Northrop Grumman Corp 4.01% to 4.45%; AAR Corp 1.56% to 1.94%; Ducommun Inc 0.48% to 0.77%. Largest decreases: Virgin Galactic Holdings Inc 3.85% to 3.36%; TransDigm Group Inc 4.47% to 4.13%; RTX Corp 3.94% to 3.68%; AeroVironment Inc 3.11% to 2.87%; Hexcel Corp 4.15% to 3.98%; Howmet Aerospace Inc 4.31% to 4.15%. New: Leonardo DRS Inc (1.53%), AerSale Corp (1.21%). Gone: Aerojet Rocketdyne Holdings Inc (4.06%), Parsons Corp (3.5%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Nov 2023 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/34 positions became 33: 0 added (0% of the fund), 1 dropped (3.86%). Turnover proxy 6.6%. Largest increases: Virgin Galactic Holdings Inc 3.13% to 3.85%; AeroVironment Inc 2.54% to 3.11%; TransDigm Group Inc 3.96% to 4.47%; BWX Technologies Inc 3.96% to 4.41%; L3Harris Technologies Inc 3.71% to 4.15%; Archer Aviation Inc 0.64% to 1.05%. Largest decreases: Mercury Systems Inc 3.04% to 1.88%; Spirit AeroSystems Holdings Inc 4.19% to 3.75%; AAR Corp 1.9% to 1.56%; Kaman Corp 0.66% to 0.43%; Parsons Corp 3.7% to 3.5%; Rocket Lab USA Inc 2.96% to 2.8%. Gone: Maxar Technologies Inc (3.86%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Aug 2023 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/34 positions became 34: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.3%. Largest increases: Triumph Group Inc 1.21% to 1.96%; Mercury Systems Inc 2.47% to 3.04%; Moog Inc 1.68% to 2.03%; Parsons Corp 3.42% to 3.7%; Axon Enterprise Inc 3.85% to 4.06%; Virgin Galactic Holdings Inc 2.93% to 3.13%. Largest decreases: AeroVironment Inc 3.44% to 2.54%; Maxar Technologies Inc 4.54% to 3.86%; Kratos Defense & Security Solutions Inc 1.82% to 1.54%; Kaman Corp 0.87% to 0.66%; Aerojet Rocketdyne Holdings Inc 4.06% to 3.87%; Northrop Grumman Corp 4.03% to 3.87%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 30 May 2023 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/34 positions became 34: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 5.8%. Largest increases: Maxar Technologies Inc 2.12% to 4.54%; Spirit AeroSystems Holdings Inc 3.26% to 4.18%; Boeing Co/The 3.4% to 4.15%; Woodward Inc 3.68% to 4.07%; Howmet Aerospace Inc 3.76% to 4.06%; TransDigm Group Inc 3.75% to 4.04%. Largest decreases: Mercury Systems Inc 3.79% to 2.47%; Archer Aviation Inc 1.26% to 0.57%; Virgin Galactic Holdings Inc 3.48% to 2.93%; Rocket Lab USA Inc 3.21% to 2.84%; Huntington Ingalls Industries Inc 4.17% to 3.87%; BWX Technologies Inc 4.1% to 3.81%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Feb 2023 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/35 positions became 34: 0 added (0% of the fund), 1 dropped (1.41%). Turnover proxy 7.8%. Largest increases: HEICO Corp 3.34% to 4.06%; Axon Enterprise Inc 3.46% to 4.13%; Curtiss-Wright Corp 3.44% to 4.06%; Northrop Grumman Corp 3.7% to 4.24%; General Dynamics Corp 3.53% to 4.06%; Raytheon Technologies Corp 3.61% to 4.12%. Largest decreases: Kratos Defense & Security Solutions Inc 3.25% to 1.87%; Maxar Technologies Inc 3.46% to 2.12%; AAR Corp 2.99% to 2.11%; Triumph Group Inc 2.28% to 1.42%; Moog Inc 2.14% to 1.66%; Boeing Co/The 3.86% to 3.4%. Gone: Astra Space Inc (1.41%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Nov 2022 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/34 positions became 35: 1 added (1.19% of the fund), 0 dropped (0%). Turnover proxy 6.4%. Largest increases: Parsons Corp 2.06% to 3.29%; Moog Inc 1.72% to 2.14%; Mercury Systems Inc 3.34% to 3.75%; Huntington Ingalls Industries Inc 3.28% to 3.68%; AeroVironment Inc 2.87% to 3.26%; AAR Corp 2.62% to 2.99%. Largest decreases: Astra Space Inc 3.58% to 1.41%; Virgin Galactic Holdings Inc 4.6% to 3.42%; Maxar Technologies Inc 4.12% to 3.46%; Spirit AeroSystems Holdings Inc 3.88% to 3.5%; Triumph Group Inc 2.64% to 2.28%; Howmet Aerospace Inc 3.61% to 3.32%. New: Archer Aviation Inc (1.19%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Aug 2022 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/33 positions became 34: 2 added (6.73% of the fund), 1 dropped (0.73%). Turnover proxy 11.4%. Largest increases: Virgin Galactic Holdings Inc 3.51% to 4.6%; AeroVironment Inc 1.78% to 2.87%; AAR Corp 1.64% to 2.62%; Triumph Group Inc 2.13% to 2.64%; Astra Space Inc 3.11% to 3.58%; Moog Inc 1.52% to 1.72%. Largest decreases: Mercury Systems Inc 4.64% to 3.34%; Huntington Ingalls Industries Inc 4.01% to 3.28%; Lockheed Martin Corp 4.11% to 3.41%; Northrop Grumman Corp 4.16% to 3.48%; Axon Enterprise Inc 4.43% to 3.75%; TransDigm Group Inc 4.2% to 3.54%. New: Woodward Inc (3.48%), Rocket Lab USA Inc (3.25%). Gone: PAE Inc (0.73%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 May 2022 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/33 positions became 33: 1 added (3.11% of the fund), 1 dropped (0.64%). Turnover proxy 6.9%. Largest increases: Mercury Systems Inc 3.34% to 4.64%; BWX Technologies Inc 3.33% to 4%; Curtiss-Wright Corp 3.52% to 4.14%; Axon Enterprise Inc 4.09% to 4.43%; Kaman Corp 0.93% to 1.21%; National Presto Industries Inc 0.22% to 0.37%. Largest decreases: Virgin Galactic Holdings Inc 4.22% to 3.51%; Kratos Defense & Security Solutions Inc 3.7% to 3.06%; Spirit AeroSystems Holdings Inc 4.87% to 4.24%; Hexcel Corp 4.49% to 3.99%; Boeing Co/The 4.39% to 3.92%; HEICO Corp 4.45% to 3.98%. New: Astra Space Inc (3.11%). Gone: Astronics Corp (0.64%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 25 Feb 2022 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/34 positions became 33: 0 added (0% of the fund), 1 dropped (3.72%). Turnover proxy 9%. Largest increases: Spirit AeroSystems Holdings Inc 3.5% to 4.87%; HEICO Corp 3.67% to 4.45%; Boeing Co/The 3.65% to 4.39%; Raytheon Technologies Corp 3.62% to 4.35%; TransDigm Group Inc 3.69% to 4.37%; Hexcel Corp 3.8% to 4.49%. Largest decreases: AeroVironment Inc 3.29% to 2.09%; Parsons Corp 3.26% to 2.42%; Virgin Galactic Holdings Inc 4.94% to 4.22%; Kratos Defense & Security Solutions Inc 4.1% to 3.7%; Mercury Systems Inc 3.73% to 3.34%; Maxar Technologies Inc 4.17% to 3.87%. Gone: Teledyne Technologies Inc (3.72%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Nov 2021 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/34 positions became 34: 1 added (0.55% of the fund), 1 dropped (3.91%). Turnover proxy 6.2%. Largest increases: Virgin Galactic Holdings Inc 3.25% to 4.94%; Maxar Technologies Inc 2.98% to 4.17%; Axon Enterprise Inc 3.43% to 4.23%; Hexcel Corp 3.46% to 3.8%; Kratos Defense & Security Solutions Inc 3.78% to 4.1%; AAR Corp 1.81% to 2.1%. Largest decreases: BWX Technologies Inc 3.84% to 3.42%; Lockheed Martin Corp 3.99% to 3.68%; Northrop Grumman Corp 3.94% to 3.65%; Huntington Ingalls Industries Inc 3.87% to 3.6%; L3Harris Technologies Inc 3.88% to 3.65%; Aerovironment Inc 3.5% to 3.29%. New: Astronics Corp (0.55%). Gone: Cubic Corp (3.91%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 23 Aug 2021 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/34 positions became 34: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.8%. Largest increases: Aerovironment Inc 2.3% to 3.5%; AAR Corp 1.15% to 1.81%; Virgin Galactic Holdings Inc 2.78% to 3.25%; Parsons Corp 2.94% to 3.3%; Lockheed Martin Corp 3.68% to 3.99%; Huntington Ingalls Industries Inc 3.59% to 3.87%. Largest decreases: Maxar Technologies Inc 3.91% to 2.98%; Aerojet Rocketdyne Holdings Inc 4.54% to 3.66%; Spirit AeroSystems Holdings Inc 3.91% to 3.47%; TransDigm Group Inc 3.85% to 3.48%; Kaman Corp 1.5% to 1.18%; Howmet Aerospace Inc 4.05% to 3.74%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 May 2021 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/34 positions became 34: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 5.6%. Largest increases: Parsons Corp 1.99% to 2.94%; Aerojet Rocketdyne Holdings Inc 3.66% to 4.54%; Howmet Aerospace Inc 3.47% to 4.05%; TransDigm Group Inc 3.47% to 3.85%; Textron Inc 3.45% to 3.8%; Northrop Grumman Corp 3.44% to 3.8%. Largest decreases: Virgin Galactic Holdings Inc 4.3% to 2.78%; Cubic Corp 4.86% to 3.7%; Triumph Group Inc 2.9% to 2.44%; AAR Corp 1.5% to 1.15%; Boeing Co/The 3.81% to 3.48%; Moog Inc 2% to 1.68%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Feb 2021 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/32 positions became 34: 2 added (2.07% of the fund), 0 dropped (0%). Turnover proxy 6.6%. Largest increases: Cubic Corp 3.34% to 4.86%; Triumph Group Inc 1.62% to 2.9%; Kratos Defense & Security Solutions Inc 2.63% to 3.58%; Mercury Systems Inc 3.98% to 4.3%; Spirit AeroSystems Holdings Inc 3.35% to 3.57%; Parsons Corp 1.79% to 1.99%. Largest decreases: Howmet Aerospace Inc 4.46% to 3.47%; Hexcel Corp 4.18% to 3.21%; Aerovironment Inc 3.31% to 2.52%; National Presto Industries Inc 0.87% to 0.41%; General Dynamics Corp 3.95% to 3.52%; TransDigm Group Inc 3.89% to 3.47%. New: Kaman Corp (1.31%), PAE Inc (0.75%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Nov 2020 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/33 positions became 32: 3 added (12.47% of the fund), 4 dropped (10.39%). Turnover proxy 22.9%. Largest increases: Spirit AeroSystems Holdings Inc 1.69% to 3.35%; Hexcel Corp 2.72% to 4.18%; Boeing Co/The 2.47% to 3.81%; Triumph Group Inc 0.63% to 1.62%; Moog Inc 1.59% to 2.37%; TransDigm Group Inc 3.15% to 3.89%. Largest decreases: Mercury Systems Inc 5.7% to 3.98%; L3Harris Technologies Inc 5.09% to 3.46%; Aerojet Rocketdyne Holdings Inc 5.27% to 3.82%; Axon Enterprise Inc 5.53% to 4.11%; Lockheed Martin Corp 4.96% to 3.77%; Teledyne Technologies Inc 4.84% to 3.67%. New: Howmet Aerospace Inc (4.46%), Virgin Galactic Holdings Inc (4.3%), Raytheon Technologies Corp (3.72%). Gone: United Technologies Corp (3.58%), Raytheon Co (3.41%), Arconic Inc (2.87%), Astronics Corp (0.52%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Aug 2020 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/34 positions became 33: 0 added (0% of the fund), 1 dropped (1.32%). Turnover proxy 11.7%. Largest increases: Mercury Systems Inc 3.82% to 5.7%; Axon Enterprise Inc 3.96% to 5.53%; Aerojet Rocketdyne Holdings Inc 3.98% to 5.27%; L3Harris Technologies Inc 3.87% to 5.09%; Northrop Grumman Corp 3.91% to 4.97%; Lockheed Martin Corp 3.94% to 4.96%. Largest decreases: Spirit AeroSystems Holdings Inc 3.56% to 1.69%; Boeing Co/The 3.73% to 2.47%; Triumph Group Inc 1.64% to 0.63%; Hexcel Corp 3.71% to 2.72%; Arconic Inc 3.81% to 2.87%; TransDigm Group Inc 3.81% to 3.15%. Gone: Wesco Aircraft Holdings Inc (1.32%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 01 Jun 2020 12:00:00 GMThttps://themulden.com/funds/xar/https://themulden.com/funds/xar/31 positions became 34: 3 added (4.86% of the fund), 0 dropped (0%). Turnover proxy 6.4%. Largest increases: Axon Enterprise Inc 3.57% to 3.96%; Wesco Aircraft Holdings Inc 1.05% to 1.32%; Parsons Corp 1.68% to 1.91%; Triumph Group Inc 1.43% to 1.64%; Aerovironment Inc 1.67% to 1.85%; Textron Inc 3.9% to 4.02%. Largest decreases: National Presto Industries Inc 1.46% to 0.66%; Astronics Corp 1.87% to 1.1%; HEICO Corp 4.07% to 3.54%; Spirit AeroSystems Holdings Inc 3.99% to 3.56%; Hexcel Corp 4.12% to 3.71%; Boeing Co/The 4.11% to 3.73%. New: Maxar Technologies Inc (3.69%), Ducommun Inc (0.6%), Vectrus Inc (0.58%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Feb 2020 12:00:00 GMT