<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>XLC filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of XLC 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>XLC: filing for 2026-06-30 -- 0 added, 0 dropped, turnover 7.3%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>24 positions became 24: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 7.3%. Largest increases: Alphabet Inc 10.66% to 13.09%; Alphabet Inc 8.54% to 10.43%; Meta Platforms Inc 18.21% to 19.92%; Take-Two Interactive Software Inc 4.43% to 5.25%; Comcast Corp 4.44% to 4.71%; Live Nation Entertainment Inc 3.3% to 3.5%. Largest decreases: Charter Communications Inc 2.55% to 1.44%; Netflix Inc 5.91% to 4.84%; AT&amp;amp;T Inc 5.05% to 4.1%; Omnicom Group Inc 3.25% to 2.51%; Verizon Communications Inc 4.69% to 4.14%; T-Mobile US Inc 4.66% to 4.15%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Aug 2026 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2026-03-31 -- 1 added, 2 dropped, turnover 4.8%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>25 positions became 24: 1 added (2.16% of the fund), 2 dropped (0.98%). Turnover proxy 4.8%. Largest increases: AT&amp;amp;T Inc 4.53% to 5.05%; Netflix Inc 5.46% to 5.91%; Live Nation Entertainment Inc 2.89% to 3.3%; Electronic Arts Inc 4.46% to 4.82%; Warner Bros Discovery Inc 4.34% to 4.67%; Charter Communications Inc 2.36% to 2.55%. Largest decreases: Meta Platforms Inc 19.76% to 18.21%; Trade Desk Inc/The 2.15% to 1.37%; Comcast Corp 4.82% to 4.44%; Fox Corp 1.96% to 1.61%; Fox Corp 1.24% to 1.03%; Take-Two Interactive Software Inc 4.63% to 4.43%. New: EchoStar Corp (2.16%). Gone: Match Group Inc (0.98%), Chicago Mercantile Exchange (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 May 2026 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2025-12-31 -- 0 added, 1 dropped, turnover 6.8%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>26 positions became 25: 0 added (0% of the fund), 1 dropped (1.24%). Turnover proxy 6.8%. Largest increases: Meta Platforms Inc 17.7% to 19.76%; Omnicom Group Inc 1.91% to 3.31%; Comcast Corp 4.08% to 4.82%; Alphabet Inc 10.21% to 10.64%; Fox Corp 1.6% to 1.96%; Walt Disney Co/The 4.3% to 4.65%. Largest decreases: Warner Bros Discovery Inc 5.85% to 4.34%; Netflix Inc 6.95% to 5.46%; Charter Communications Inc 3.09% to 2.36%; Electronic Arts Inc 5.15% to 4.46%; Trade Desk Inc/The 2.64% to 2.15%; Live Nation Entertainment Inc 3.12% to 2.89%. Gone: Interpublic Group of Cos Inc/The (1.24%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 Feb 2026 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2025-09-30 -- 2 added, 1 dropped, turnover 7.2%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>25 positions became 26: 2 added (3.35% of the fund), 1 dropped (1.11%). Turnover proxy 7.2%. Largest increases: Warner Bros Discovery Inc 3.68% to 5.85%; Alphabet Inc 9.67% to 10.21%; Electronic Arts Inc 4.68% to 5.15%; Alphabet Inc 7.85% to 8.21%; Take-Two Interactive Software Inc 4.48% to 4.6%; Verizon Communications Inc 4.28% to 4.39%. Largest decreases: Netflix Inc 8.77% to 6.95%; Charter Communications Inc 4.42% to 3.09%; Meta Platforms Inc 18.75% to 17.7%; Comcast Corp 4.39% to 4.08%; Live Nation Entertainment Inc 3.41% to 3.12%; AT&amp;amp;T Inc 4.42% to 4.21%. New: Trade Desk Inc/The (2.64%), Paramount Skydance Corp (0.71%). Gone: Paramount Global (1.11%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Nov 2025 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2025-06-30 -- 1 added, 0 dropped, turnover 3.3%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>24 positions became 25: 1 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.3%. Largest increases: Netflix Inc 7.22% to 8.77%; Meta Platforms Inc 17.61% to 18.75%; Live Nation Entertainment Inc 3.14% to 3.41%; TKO Group Holdings Inc 1.56% to 1.74%; Alphabet Inc 9.63% to 9.67%; News Corp 0.52% to 0.55%. Largest decreases: AT&amp;amp;T Inc 4.95% to 4.42%; Verizon Communications Inc 4.79% to 4.28%; Omnicom Group Inc 2.5% to 2%; Comcast Corp 4.72% to 4.39%; Charter Communications Inc 4.74% to 4.42%; Interpublic Group of Cos Inc/The 1.55% to 1.29%. New: Chicago Mercantile Exchange (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Aug 2025 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2025-03-31 -- 1 added, 0 dropped, turnover 4.5%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>23 positions became 24: 1 added (1.56% of the fund), 0 dropped (0%). Turnover proxy 4.5%. Largest increases: Electronic Arts Inc 4.22% to 4.78%; Charter Communications Inc 4.28% to 4.74%; Netflix Inc 6.79% to 7.22%; AT&amp;amp;T Inc 4.59% to 4.95%; Verizon Communications Inc 4.51% to 4.79%; Comcast Corp 4.47% to 4.72%. Largest decreases: Alphabet Inc 10.69% to 9.63%; Meta Platforms Inc 18.59% to 17.61%; Alphabet Inc 8.76% to 7.88%; Omnicom Group Inc 2.8% to 2.5%; Warner Bros Discovery Inc 3.94% to 3.67%; Live Nation Entertainment Inc 3.39% to 3.14%. New: TKO Group Holdings Inc (1.56%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 May 2025 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2024-12-31 -- 0 added, 0 dropped, turnover 3.3%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>23 positions became 23: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.3%. Largest increases: Warner Bros Discovery Inc 3.13% to 3.94%; Netflix Inc 6.02% to 6.79%; Live Nation Entertainment Inc 2.92% to 3.39%; Take-Two Interactive Software Inc 4.26% to 4.57%; AT&amp;amp;T Inc 4.39% to 4.59%; Fox Corp 1.62% to 1.79%. Largest decreases: Meta Platforms Inc 20.3% to 18.59%; Omnicom Group Inc 3.44% to 2.8%; Match Group Inc 1.66% to 1.37%; Interpublic Group of Cos Inc/The 2.02% to 1.74%; State Street Global Advisors 0.18% to 0.05%; Alphabet Inc 8.88% to 8.76%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Feb 2025 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2024-09-30 -- 1 added, 1 dropped, turnover 7%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>23 positions became 23: 1 added (0.18% of the fund), 1 dropped (0.06%). Turnover proxy 7%. Largest increases: Netflix Inc 4.44% to 6.02%; Live Nation Entertainment Inc 1.99% to 2.92%; Omnicom Group Inc 2.61% to 3.44%; Warner Bros Discovery Inc 2.47% to 3.13%; Take-Two Interactive Software Inc 3.67% to 4.26%; Match Group Inc 1.2% to 1.66%. Largest decreases: Meta Platforms Inc 22.52% to 20.3%; Alphabet Inc 12.61% to 10.74%; Alphabet Inc 10.57% to 8.88%; AT&amp;amp;T Inc 4.77% to 4.39%; Electronic Arts Inc 4.51% to 4.24%; Charter Communications Inc 4.36% to 4.11%. New: State Street Global Advisors (0.18%). Gone: State Street Global Advisors (0.06%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 25 Nov 2024 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2024-06-30 -- 0 added, 0 dropped, turnover 3.1%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>23 positions became 23: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.1%. Largest increases: Meta Platforms Inc 21.34% to 22.52%; Take-Two Interactive Software Inc 3.35% to 3.67%; AT&amp;amp;T Inc 4.45% to 4.77%; Charter Communications Inc 4.08% to 4.36%; Electronic Arts Inc 4.27% to 4.51%; Comcast Corp 4.43% to 4.61%. Largest decreases: Alphabet Inc 13.45% to 12.61%; Alphabet Inc 11.36% to 10.57%; Walt Disney Co/The 4.83% to 4.38%; Warner Bros Discovery Inc 2.76% to 2.47%; Match Group Inc 1.4% to 1.2%; Live Nation Entertainment Inc 2.14% to 1.99%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Aug 2024 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2024-03-31 -- 0 added, 0 dropped, turnover 4.2%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>23 positions became 23: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.2%. Largest increases: Alphabet Inc 12.4% to 13.45%; Alphabet Inc 10.53% to 11.36%; Walt Disney Co/The 4.22% to 4.83%; Omnicom Group Inc 2.3% to 2.73%; Live Nation Entertainment Inc 1.79% to 2.14%; Verizon Communications Inc 4.28% to 4.62%. Largest decreases: Meta Platforms Inc 23.61% to 21.34%; Warner Bros Discovery Inc 3.39% to 2.76%; Charter Communications Inc 4.59% to 4.08%; Netflix Inc 4.66% to 4.37%; Paramount Global 0.96% to 0.81%; T-Mobile US Inc 4.45% to 4.33%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 May 2024 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2023-12-31 -- 0 added, 1 dropped, turnover 6%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>24 positions became 23: 0 added (0% of the fund), 1 dropped (4.65%). Turnover proxy 6%. Largest increases: Electronic Arts Inc 3.44% to 4.33%; Take-Two Interactive Software Inc 2.57% to 3.42%; Netflix Inc 3.9% to 4.66%; Warner Bros Discovery Inc 2.79% to 3.39%; Omnicom Group Inc 1.7% to 2.3%; Live Nation Entertainment Inc 1.36% to 1.79%. Largest decreases: AT&amp;amp;T Inc 4.78% to 4.31%; Walt Disney Co/The 4.55% to 4.22%; T-Mobile US Inc 4.66% to 4.45%; Charter Communications Inc 4.77% to 4.59%; Verizon Communications Inc 4.44% to 4.28%. Gone: Activision Blizzard Inc (4.65%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Feb 2024 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2023-09-30 -- 0 added, 0 dropped, turnover 2.4%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>24 positions became 24: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 2.4%. Largest increases: Charter Communications Inc 4.01% to 4.77%; AT&amp;amp;T Inc 4.37% to 4.78%; Alphabet Inc 11.73% to 12.1%; Walt Disney Co/The 4.24% to 4.55%; Alphabet Inc 10.19% to 10.37%; Take-Two Interactive Software Inc 2.45% to 2.57%. Largest decreases: Netflix Inc 4.58% to 3.9%; Meta Platforms Inc 24.18% to 23.59%; Omnicom Group Inc 2% to 1.7%; Interpublic Group of Cos Inc/The 1.57% to 1.28%; Verizon Communications Inc 4.58% to 4.44%; Warner Bros Discovery Inc 2.92% to 2.79%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Nov 2023 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2023-06-30 -- 0 added, 1 dropped, turnover 4%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>25 positions became 24: 0 added (0% of the fund), 1 dropped (0.26%). Turnover proxy 4%. Largest increases: Meta Platforms Inc 22.15% to 24.18%; T-Mobile US Inc 4.19% to 4.62%; Take-Two Interactive Software Inc 2.11% to 2.45%; Verizon Communications Inc 4.28% to 4.58%; Live Nation Entertainment Inc 1.11% to 1.38%; Comcast Corp 4.33% to 4.51%. Largest decreases: Alphabet Inc 12.58% to 11.73%; Alphabet Inc 11% to 10.19%; Warner Bros Discovery Inc 3.72% to 2.92%; Paramount Global 1.26% to 0.85%; Charter Communications Inc 4.2% to 4.01%; Netflix Inc 4.76% to 4.58%. Gone: DISH Network Corp (0.26%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Aug 2023 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2023-03-31 -- 0 added, 1 dropped, turnover 9.3%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>26 positions became 25: 0 added (0% of the fund), 1 dropped (0.65%). Turnover proxy 9.3%. Largest increases: Meta Platforms Inc 15.69% to 22.15%; Warner Bros Discovery Inc 2.72% to 3.72%; Alphabet Inc 11.87% to 12.58%; Netflix Inc 4.25% to 4.76%; Alphabet Inc 10.59% to 11%; Paramount Global 1.11% to 1.26%. Largest decreases: Walt Disney Co/The 9.18% to 4.32%; Electronic Arts Inc 4.16% to 3.5%; T-Mobile US Inc 4.85% to 4.19%; Verizon Communications Inc 4.86% to 4.28%; Match Group Inc 1.51% to 1.2%; Activision Blizzard Inc 4.7% to 4.43%. Gone: Lumen Technologies Inc (0.65%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 30 May 2023 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2022-12-31 -- 0 added, 1 dropped, turnover 8%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>27 positions became 26: 0 added (0% of the fund), 1 dropped (3.44%). Turnover proxy 8%. Largest increases: Walt Disney Co/The 4.27% to 9.18%; Omnicom Group Inc 1.51% to 2.16%; Electronic Arts Inc 3.57% to 4.16%; Interpublic Group of Cos Inc/The 1.17% to 1.68%; Comcast Corp 4.32% to 4.57%; News Corp 0.68% to 0.9%. Largest decreases: Meta Platforms Inc 17.7% to 15.69%; Netflix Inc 5.26% to 4.25%; Alphabet Inc 10.89% to 10.59%; AT&amp;amp;T Inc 4.7% to 4.45%; Warner Bros Discovery Inc 2.97% to 2.72%; Alphabet Inc 12.11% to 11.87%. Gone: Twitter Inc (3.44%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Feb 2023 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2022-09-30 -- 0 added, 0 dropped, turnover 2.9%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>27 positions became 27: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 2.9%. Largest increases: Netflix Inc 4.48% to 5.26%; Twitter Inc 2.78% to 3.44%; Omnicom Group Inc 1.28% to 1.51%; Electronic Arts Inc 3.34% to 3.57%; Activision Blizzard Inc 4.77% to 4.94%; Live Nation Entertainment Inc 1.1% to 1.26%. Largest decreases: Charter Communications Inc 4.63% to 3.93%; Meta Platforms Inc 18.09% to 17.7%; Alphabet Inc 11.26% to 10.89%; Match Group Inc 1.94% to 1.58%; Paramount Global 1.47% to 1.12%; Lumen Technologies Inc 0.99% to 0.81%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Nov 2022 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2022-06-30 -- 1 added, 2 dropped, turnover 6.9%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>28 positions became 27: 1 added (2.89% of the fund), 2 dropped (1.12%). Turnover proxy 6.9%. Largest increases: Verizon Communications Inc 4% to 4.68%; Activision Blizzard Inc 4.16% to 4.77%; Charter Communications Inc 4.06% to 4.63%; T-Mobile US Inc 4.29% to 4.83%; AT&amp;amp;T Inc 4.25% to 4.75%; Alphabet Inc 11.84% to 12.24%. Largest decreases: Meta Platforms Inc 19.88% to 18.09%; Match Group Inc 2.92% to 1.94%; Paramount Global 2.18% to 1.47%; Omnicom Group Inc 1.68% to 1.28%; Live Nation Entertainment Inc 1.51% to 1.1%; DISH Network Corp 0.75% to 0.44%. New: Warner Bros Discovery Inc (2.89%). Gone: Discovery Inc (0.72%), Discovery Inc (0.4%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Aug 2022 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2022-03-31 -- 0 added, 0 dropped, turnover 5.5%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>28 positions became 28: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 5.5%. Largest increases: Paramount Global 1.37% to 2.18%; Electronic Arts Inc 2.8% to 3.38%; Omnicom Group Inc 1.17% to 1.68%; Alphabet Inc 11.44% to 11.84%; Alphabet Inc 10.62% to 10.98%; Twitter Inc 2.59% to 2.94%. Largest decreases: Meta Platforms Inc 23.06% to 19.88%; Charter Communications Inc 4.72% to 4.06%; Verizon Communications Inc 4.58% to 4%; AT&amp;amp;T Inc 4.76% to 4.25%; Comcast Corp 4.59% to 4.33%; T-Mobile US Inc 4.47% to 4.29%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 May 2022 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2021-12-31 -- 0 added, 0 dropped, turnover 3.1%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>28 positions became 28: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.1%. Largest increases: Meta Platforms Inc 21.65% to 23.06%; Live Nation Entertainment Inc 0.83% to 1.21%; Charter Communications Inc 4.37% to 4.72%; Take-Two Interactive Software Inc 1.24% to 1.54%; Walt Disney Co/The 4.34% to 4.49%; Comcast Corp 4.46% to 4.59%. Largest decreases: Twitter Inc 3.32% to 2.59%; Netflix Inc 4.82% to 4.36%; Alphabet Inc 11.01% to 10.62%; Alphabet Inc 11.8% to 11.44%; ViacomCBS Inc 1.65% to 1.37%; Activision Blizzard Inc 4.15% to 3.89%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 25 Feb 2022 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2021-09-30 -- 1 added, 0 dropped, turnover 4.4%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>27 positions became 28: 1 added (2.99% of the fund), 0 dropped (0%). Turnover proxy 4.4%. Largest increases: Verizon Communications Inc 4.33% to 4.71%; AT&amp;amp;T Inc 4.35% to 4.7%; Alphabet Inc 11.49% to 11.8%; T-Mobile US Inc 4.41% to 4.62%; Interpublic Group of Cos Inc/The 0.9% to 0.99%; Fox Corp 0.85% to 0.89%. Largest decreases: Facebook Inc 23.75% to 21.65%; Twitter Inc 3.86% to 3.32%; Charter Communications Inc 4.65% to 4.37%; ViacomCBS Inc 1.92% to 1.65%; Take-Two Interactive Software Inc 1.44% to 1.24%; Activision Blizzard Inc 4.3% to 4.15%. New: Match Group Inc (2.99%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Nov 2021 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2021-06-30 -- 0 added, 0 dropped, turnover 2.3%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>27 positions became 27: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 2.3%. Largest increases: Facebook Inc 22.48% to 23.75%; Twitter Inc 3.68% to 3.86%; Netflix Inc 4.6% to 4.78%; Charter Communications Inc 4.52% to 4.65%; Walt Disney Co/The 4.28% to 4.39%; Comcast Corp 4.33% to 4.44%. Largest decreases: Alphabet Inc 11.96% to 11.49%; Verizon Communications Inc 4.78% to 4.33%; Alphabet Inc 11.5% to 11.16%; AT&amp;amp;T Inc 4.64% to 4.35%; Activision Blizzard Inc 4.57% to 4.3%; Discovery Inc 0.77% to 0.61%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Aug 2021 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2021-03-31 -- 1 added, 1 dropped, turnover 4.3%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>27 positions became 27: 1 added (0.95% of the fund), 1 dropped (0.88%). Turnover proxy 4.3%. Largest increases: Facebook Inc 21.31% to 22.48%; Alphabet Inc 11.41% to 11.96%; AT&amp;amp;T Inc 4.13% to 4.64%; Alphabet Inc 11.02% to 11.5%; Verizon Communications Inc 4.34% to 4.78%; News Corp 0.64% to 0.72%. Largest decreases: Electronic Arts Inc 3.8% to 2.82%; Take-Two Interactive Software Inc 2.18% to 1.47%; Activision Blizzard Inc 4.94% to 4.57%; Walt Disney Co/The 4.59% to 4.28%; Twitter Inc 3.93% to 3.68%; Comcast Corp 4.58% to 4.33%. New: Lumen Technologies Inc (0.95%). Gone: CenturyLink Inc (0.88%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 May 2021 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2020-12-31 -- 0 added, 0 dropped, turnover 2.5%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>27 positions became 27: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 2.5%. Largest increases: Twitter Inc 3.58% to 3.93%; Walt Disney Co/The 4.26% to 4.59%; ViacomCBS Inc 1.61% to 1.92%; Take-Two Interactive Software Inc 1.92% to 2.18%; Activision Blizzard Inc 4.69% to 4.94%; Live Nation Entertainment Inc 0.78% to 0.96%. Largest decreases: Facebook Inc 22.7% to 21.31%; AT&amp;amp;T Inc 4.45% to 4.13%; Charter Communications Inc 4.69% to 4.52%; Verizon Communications Inc 4.5% to 4.34%; CenturyLink Inc 1.01% to 0.88%; Comcast Corp 4.68% to 4.58%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Feb 2021 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2020-09-30 -- 0 added, 1 dropped, turnover 3.6%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>28 positions became 27: 0 added (0% of the fund), 1 dropped (0.01%). Turnover proxy 3.6%. Largest increases: Facebook Inc 21.56% to 22.7%; Twitter Inc 2.64% to 3.58%; Charter Communications Inc 4.3% to 4.69%; Comcast Corp 4.35% to 4.68%; Verizon Communications Inc 4.3% to 4.5%; ViacomCBS Inc 1.43% to 1.61%. Largest decreases: T-Mobile US Inc 6.48% to 4.63%; Electronic Arts Inc 4.31% to 3.83%; DISH Network Corp 1% to 0.73%; Omnicom Group Inc 1.32% to 1.08%; Alphabet Inc 11.44% to 11.28%; CenturyLink Inc 1.12% to 1.01%. Gone: T-Mobile US Inc (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 19 Nov 2020 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2020-06-30 -- 1 added, 0 dropped, turnover 5.3%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>27 positions became 28: 1 added (0.01% of the fund), 0 dropped (0%). Turnover proxy 5.3%. Largest increases: Facebook Inc 19.04% to 21.56%; T-Mobile US Inc 4.51% to 6.48%; Netflix Inc 4.57% to 4.79%; ViacomCBS Inc 1.29% to 1.43%; DISH Network Corp 0.87% to 1%; Activision Blizzard Inc 4.54% to 4.66%. Largest decreases: Omnicom Group Inc 2.03% to 1.32%; Twitter Inc 3.24% to 2.64%; Alphabet Inc 11.63% to 11.12%; Take-Two Interactive Software Inc 2.28% to 1.8%; CenturyLink Inc 1.58% to 1.12%; Fox Corp 1.42% to 1.04%. New: T-Mobile US Inc (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Aug 2020 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2020-03-31 -- 0 added, 0 dropped, turnover 4%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>27 positions became 27: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4%. Largest increases: T-Mobile US Inc 3.07% to 4.51%; Electronic Arts Inc 3.88% to 4.57%; Take-Two Interactive Software Inc 1.71% to 2.28%; Alphabet Inc 11.12% to 11.63%; Alphabet Inc 11.16% to 11.65%; Twitter Inc 3.07% to 3.24%. Largest decreases: ViacomCBS Inc 2.8% to 1.29%; Facebook Inc 19.31% to 19.04%; Discovery Inc 1.26% to 1%; DISH Network Corp 1.12% to 0.87%; AT&amp;amp;T Inc 4.49% to 4.25%; Comcast Corp 4.53% to 4.33%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 01 Jun 2020 12:00:00 GMT</pubDate></item><item><title>XLC: filing for 2019-12-31 -- 2 added, 3 dropped, turnover 6.6%</title><link>https://themulden.com/funds/xlc/</link><guid isPermaLink="true">https://themulden.com/funds/xlc/</guid><description>28 positions became 27: 2 added (4.05% of the fund), 3 dropped (3.38%). Turnover proxy 6.6%. Largest increases: Facebook Inc 18.02% to 19.31%; Netflix Inc 4.23% to 4.76%; Fox Corp 1.46% to 1.62%; Discovery Inc 1.12% to 1.26%; Electronic Arts Inc 3.78% to 3.88%; Discovery Inc 0.55% to 0.64%. Largest decreases: Twitter Inc 4.17% to 3.07%; Alphabet Inc 11.73% to 11.12%; Alphabet Inc 11.65% to 11.16%; Verizon Communications Inc 4.68% to 4.43%; T-Mobile US Inc 3.26% to 3.07%; AT&amp;amp;T Inc 4.64% to 4.49%. New: ViacomCBS Inc (2.8%), Live Nation Entertainment Inc (1.24%). Gone: CBS Corp (1.73%), Viacom Inc (1.11%), TripAdvisor Inc (0.53%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Feb 2020 12:00:00 GMT</pubDate></item></channel></rss>