Each N-PORT filing of XLK 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/xlk/https://themulden.com/funds/xlk/74 positions became 75: 2 added (1.79% of the fund), 1 dropped (0.07%). Turnover proxy 13.1%. Largest increases: Advanced Micro Devices Inc 2.95% to 5.28%; Micron Technology Inc 3.39% to 5.42%; Intel Corp 1.85% to 3.68%; Sandisk Corp 0.84% to 1.88%; Applied Materials Inc 2.42% to 3.2%; Lam Research Corp 2.38% to 3.02%. Largest decreases: Microsoft Corp 10.05% to 8.38%; Palantir Technologies Inc 2.98% to 1.49%; NVIDIA Corp 15.5% to 14.65%; Salesforce Inc 1.56% to 0.71%; Oracle Corp 2.22% to 1.39%; Apple Inc 13.63% to 12.85%. New: Marvell Technology Inc (1.45%), Flex Ltd (0.33%). Gone: EPAM Systems Inc (0.07%). 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/xlk/https://themulden.com/funds/xlk/72 positions became 74: 3 added (1.33% of the fund), 1 dropped (0%). Turnover proxy 7.9%. Largest increases: Applied Materials Inc 1.76% to 2.42%; Micron Technology Inc 2.76% to 3.39%; NVIDIA Corp 14.93% to 15.5%; Sandisk Corp/DE 0.28% to 0.84%; Lam Research Corp 1.85% to 2.38%; Intel Corp 1.42% to 1.85%. Largest decreases: Microsoft Corp 11.84% to 10.05%; Salesforce Inc 2.17% to 1.56%; AppLovin Corp 1.57% to 0.96%; Oracle Corp 2.82% to 2.22%; Intuit Inc 1.59% to 1.07%; Palantir Technologies Inc 3.49% to 2.98%. New: Ciena Corp (0.49%), Lumentum Holdings Inc (0.45%), Coherent Corp (0.4%). Gone: Chicago Mercantile Exchange (0%). 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/xlk/https://themulden.com/funds/xlk/70 positions became 72: 2 added (0.43% of the fund), 0 dropped (0%). Turnover proxy 4.9%. Largest increases: Micron Technology Inc 1.71% to 2.76%; Apple Inc 12.33% to 13.24%; Advanced Micro Devices Inc 2.39% to 3%; Broadcom Inc 5.06% to 5.39%; Lam Research Corp 1.54% to 1.85%; Applied Materials Inc 1.5% to 1.76%. Largest decreases: Oracle Corp 3.68% to 2.82%; Microsoft Corp 12.57% to 11.84%; ServiceNow Inc 1.74% to 1.37%; Palantir Technologies Inc 3.78% to 3.49%; Arista Networks Inc 1.37% to 1.16%; AppLovin Corp 1.77% to 1.57%. New: Sandisk Corp/DE (0.28%), Qnity Electronics Inc (0.15%). 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/xlk/https://themulden.com/funds/xlk/71 positions became 70: 2 added (2.19% of the fund), 3 dropped (0.49%). Turnover proxy 6.7%. Largest increases: Palantir Technologies Inc 2.89% to 3.78%; Apple Inc 11.7% to 12.33%; Intel Corp 0.97% to 1.34%; Micron Technology Inc 1.37% to 1.71%; Arista Networks Inc 1.05% to 1.37%; Lam Research Corp 1.24% to 1.54%. Largest decreases: Microsoft Corp 14.11% to 12.57%; Salesforce Inc 2.61% to 2.06%; Accenture PLC 1.86% to 1.4%; Intuit Inc 2.19% to 1.74%; ServiceNow Inc 2.12% to 1.74%; Texas Instruments Inc 1.88% to 1.52%. New: AppLovin Corp (1.77%), Datadog Inc (0.42%). Gone: ANSYS Inc (0.31%), Juniper Networks Inc (0.13%), Enphase Energy Inc (0.05%). 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/xlk/https://themulden.com/funds/xlk/70 positions became 71: 1 added (0.01% of the fund), 0 dropped (0%). Turnover proxy 7.8%. Largest increases: NVIDIA Corp 12.4% to 14.71%; Microsoft Corp 13.03% to 14.11%; Broadcom Inc 3.97% to 4.95%; Oracle Corp 2.76% to 3.54%; Palantir Technologies Inc 2.1% to 2.89%; Advanced Micro Devices Inc 2.02% to 2.29%. Largest decreases: Apple Inc 15.58% to 11.7%; Salesforce Inc 3.12% to 2.61%; Accenture PLC 2.37% to 1.86%; Adobe Inc 2.03% to 1.64%; QUALCOMM Inc 2.06% to 1.74%; Cisco Systems Inc 2.99% to 2.75%. New: Chicago Mercantile Exchange (0.01%). 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/xlk/https://themulden.com/funds/xlk/70 positions became 70: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.6%. Largest increases: International Business Machines Corp 2.18% to 2.79%; Cisco Systems Inc 2.53% to 2.99%; Palantir Technologies Inc 1.66% to 2.1%; Intel Corp 0.93% to 1.19%; Microsoft Corp 12.78% to 13.03%; QUALCOMM Inc 1.83% to 2.06%. Largest decreases: Broadcom Inc 5.85% to 3.97%; NVIDIA Corp 13.43% to 12.4%; ServiceNow Inc 2.34% to 1.99%; Salesforce Inc 3.43% to 3.12%; Arista Networks Inc 1.22% to 0.97%; Oracle Corp 2.87% to 2.76%. 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/xlk/https://themulden.com/funds/xlk/71 positions became 70: 4 added (2.98% of the fund), 5 dropped (2.61%). Turnover proxy 7.9%. Largest increases: Broadcom Inc 4.49% to 5.85%; Palantir Technologies Inc 0.83% to 1.66%; NVIDIA Corp 12.66% to 13.43%; Salesforce Inc 2.93% to 3.43%; Apple Inc 15.01% to 15.44%; ServiceNow Inc 2.04% to 2.34%. Largest decreases: Advanced Micro Devices Inc 2.93% to 2.1%; Microsoft Corp 13.55% to 12.78%; Adobe Inc 2.54% to 2.1%; Applied Materials Inc 1.85% to 1.44%; Micron Technology Inc 1.27% to 1%; QUALCOMM Inc 2.09% to 1.83%. New: Arista Networks Inc (1.22%), Lam Research Corp (1%), Workday Inc (0.59%), Super Micro Computer Inc (0.16%). Gone: Lam Research Corp (1.18%), Arista Networks Inc (1.09%), Super Micro Computer Inc (0.23%), Qorvo Inc (0.11%), Chicago Mercantile Exchange (0%). 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/xlk/https://themulden.com/funds/xlk/68 positions became 71: 5 added (1.8% of the fund), 2 dropped (0.58%). Turnover proxy 18.4%. Largest increases: Apple Inc 4.48% to 15.01%; Oracle Corp 2.3% to 3.01%; International Business Machines Corp 1.62% to 2.25%; Accenture PLC 1.95% to 2.45%; Cisco Systems Inc 1.96% to 2.37%; ServiceNow Inc 1.64% to 2.04%. Largest decreases: Microsoft Corp 22.2% to 13.55%; NVIDIA Corp 20.31% to 12.66%; Lam Research Corp 1.42% to 1.18%; Intel Corp 1.34% to 1.11%; Micron Technology Inc 1.49% to 1.27%; Super Micro Computer Inc 0.42% to 0.23%. New: Palantir Technologies Inc (0.83%), TE Connectivity PLC (0.51%), Dell Technologies Inc (0.38%), State Street Global Advisors (0.09%), Chicago Mercantile Exchange (0%). Gone: TE Connectivity Ltd (0.47%), State Street Global Advisors (0.11%). 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/xlk/https://themulden.com/funds/xlk/67 positions became 68: 2 added (1.1% of the fund), 1 dropped (0%). Turnover proxy 19.6%. Largest increases: NVIDIA Corp 4.61% to 20.31%; QUALCOMM Inc 1.95% to 2.27%; Applied Materials Inc 1.77% to 2%; Oracle Corp 2.07% to 2.3%; Palo Alto Networks Inc 0.93% to 1.12%; Adobe Inc 2.36% to 2.54%. Largest decreases: Apple Inc 19.18% to 4.48%; Microsoft Corp 24.08% to 22.2%; Intel Corp 1.93% to 1.34%; Salesforce Inc 3.01% to 2.55%; Advanced Micro Devices Inc 3.01% to 2.67%; Broadcom Inc 4.52% to 4.18%. New: Crowdstrike Holdings Inc (0.9%), GoDaddy Inc (0.2%). Gone: Chicago Mercantile Exchange (0%). 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/xlk/https://themulden.com/funds/xlk/66 positions became 67: 1 added (0.53% of the fund), 0 dropped (0%). Turnover proxy 5.2%. Largest increases: Microsoft Corp 22.33% to 24.08%; Advanced Micro Devices Inc 2.59% to 3.01%; Micron Technology Inc 1.02% to 1.34%; Applied Materials Inc 1.47% to 1.77%; Oracle Corp 1.82% to 2.07%; Salesforce Inc 2.78% to 3.01%. Largest decreases: Apple Inc 21.86% to 19.18%; Broadcom Inc 5.14% to 4.52%; Adobe Inc 2.95% to 2.36%; Intel Corp 2.3% to 1.93%; Accenture PLC 2.39% to 2.24%; Cisco Systems Inc 2.22% to 2.09%. New: Super Micro Computer Inc (0.53%). 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/xlk/https://themulden.com/funds/xlk/66 positions became 66: 2 added (0.18% of the fund), 2 dropped (0.15%). Turnover proxy 3.5%. Largest increases: Broadcom Inc 4.3% to 5.14%; Advanced Micro Devices Inc 2.08% to 2.59%; Intel Corp 1.87% to 2.3%; Salesforce Inc 2.48% to 2.78%; QUALCOMM Inc 1.55% to 1.75%; ServiceNow Inc 1.43% to 1.57%. Largest decreases: Apple Inc 23.22% to 21.86%; Cisco Systems Inc 2.75% to 2.22%; Microsoft Corp 22.83% to 22.33%; Oracle Corp 2.09% to 1.82%; Texas Instruments Inc 1.81% to 1.68%; ON Semiconductor Corp 0.5% to 0.39%. New: Jabil Inc (0.18%), Chicago Mercantile Exchange (0%). Gone: SolarEdge Technologies Inc (0.09%), DXC Technology Co (0.05%). 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/xlk/https://themulden.com/funds/xlk/67 positions became 66: 0 added (0% of the fund), 1 dropped (0.01%). Turnover proxy 1.8%. Largest increases: Intuit Inc 1.55% to 1.79%; Adobe Inc 2.71% to 2.91%; Cisco Systems Inc 2.56% to 2.75%; Intel Corp 1.68% to 1.87%; International Business Machines Corp 1.47% to 1.6%; Micron Technology Inc 0.83% to 0.93%. Largest decreases: Apple Inc 23.46% to 23.22%; Texas Instruments Inc 1.97% to 1.81%; NVIDIA Corp 4.67% to 4.51%; Advanced Micro Devices Inc 2.21% to 2.08%; Oracle Corp 2.21% to 2.09%; Fortinet Inc 0.59% to 0.48%. Gone: Chicago Mercantile Exchange (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 27 Nov 2023 12:00:00 GMThttps://themulden.com/funds/xlk/https://themulden.com/funds/xlk/68 positions became 67: 1 added (0.93% of the fund), 2 dropped (0.34%). Turnover proxy 3.9%. Largest increases: Broadcom Inc 3.53% to 4.36%; Apple Inc 22.78% to 23.46%; Adobe Inc 2.32% to 2.71%; Oracle Corp 1.88% to 2.21%; ServiceNow Inc 1.24% to 1.38%; Advanced Micro Devices Inc 2.08% to 2.21%. Largest decreases: Microsoft Corp 23.79% to 22.81%; QUALCOMM Inc 1.87% to 1.6%; Cisco Systems Inc 2.83% to 2.56%; Texas Instruments Inc 2.22% to 1.97%; NVIDIA Corp 4.85% to 4.67%; Salesforce Inc 2.63% to 2.49%. New: Palo Alto Networks Inc (0.93%). Gone: Paycom Software Inc (0.19%), Ceridian HCM Holding Inc (0.15%). 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/xlk/https://themulden.com/funds/xlk/77 positions became 68: 2 added (0.25% of the fund), 11 dropped (12.62%). Turnover proxy 12.7%. Largest increases: Microsoft Corp 21.99% to 23.79%; Salesforce Inc 1.63% to 2.63%; Apple Inc 21.98% to 22.78%; Advanced Micro Devices Inc 1.28% to 2.08%; Broadcom Inc 2.79% to 3.53%; Intel Corp 1.34% to 1.78%. Largest decreases: Enphase Energy Inc 0.44% to 0.38%; Gen Digital Inc 0.15% to 0.13%; State Street Global Advisors 0.19% to 0.18%; International Business Machines Corp 1.57% to 1.56%; EPAM Systems Inc 0.23% to 0.23%; Akamai Technologies Inc 0.16% to 0.16%. New: Fair Isaac Corp (0.23%), Chicago Mercantile Exchange (0.02%). Gone: Visa Inc (4.18%), Mastercard Inc (3.63%), Automatic Data Processing Inc (1.22%), PayPal Holdings Inc (1%), Fiserv Inc (0.79%), Fidelity National Information Services Inc (0.5%). 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/xlk/https://themulden.com/funds/xlk/77 positions became 77: 1 added (0.18% of the fund), 1 dropped (0.17%). Turnover proxy 3.8%. Largest increases: NVIDIA Corp 3.97% to 4.48%; Mastercard Inc 3.17% to 3.63%; Broadcom Inc 2.34% to 2.79%; Visa Inc 3.79% to 4.18%; Oracle Corp 1.21% to 1.55%; Cisco Systems Inc 2.16% to 2.41%. Largest decreases: Apple Inc 23.26% to 21.98%; Microsoft Corp 22.68% to 21.99%; PayPal Holdings Inc 1.3% to 1%; Salesforce Inc 1.87% to 1.63%; QUALCOMM Inc 1.66% to 1.52%; Fidelity National Information Services Inc 0.6% to 0.5%. New: First Solar Inc (0.18%). Gone: Citrix Systems Inc (0.17%). 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/xlk/https://themulden.com/funds/xlk/77 positions became 77: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.1%. Largest increases: PayPal Holdings Inc 0.95% to 1.3%; Microsoft Corp 22.39% to 22.68%; Automatic Data Processing Inc 1.03% to 1.23%; Texas Instruments Inc 1.66% to 1.85%; Enphase Energy Inc 0.31% to 0.49%; Fiserv Inc 0.61% to 0.78%. Largest decreases: Apple Inc 24.51% to 23.26%; Intel Corp 1.79% to 1.38%; Adobe Inc 2.03% to 1.68%; NVIDIA Corp 4.13% to 3.97%; ServiceNow Inc 1.12% to 1%; Advanced Micro Devices Inc 1.45% to 1.34%. 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/xlk/https://themulden.com/funds/xlk/77 positions became 77: 2 added (0.75% of the fund), 2 dropped (0.05%). Turnover proxy 3.5%. Largest increases: Apple Inc 23.45% to 24.51%; International Business Machines Corp 1.14% to 1.49%; Microsoft Corp 22.05% to 22.39%; Visa Inc 3.6% to 3.8%; Mastercard Inc 3.02% to 3.18%; Automatic Data Processing Inc 0.94% to 1.03%. Largest decreases: NVIDIA Corp 5.02% to 4.13%; PayPal Holdings Inc 1.32% to 0.95%; Advanced Micro Devices Inc 1.75% to 1.45%; Cisco Systems Inc 2.3% to 2.08%; Broadcom Inc 2.55% to 2.33%; Applied Materials Inc 1.15% to 0.94%. New: Roper Technologies Inc (0.49%), ON Semiconductor Corp (0.26%). Gone: IPG Photonics Corp (0.04%), Chicago Mercantile Exchange (0.02%). 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/xlk/https://themulden.com/funds/xlk/77 positions became 77: 1 added (0.02% of the fund), 1 dropped (0.46%). Turnover proxy 3.4%. Largest increases: Microsoft Corp 21.41% to 22.05%; NVIDIA Corp 4.39% to 5.02%; Visa Inc 3.2% to 3.6%; Mastercard Inc 2.75% to 3.02%; Advanced Micro Devices Inc 1.53% to 1.75%; Broadcom Inc 2.41% to 2.55%. Largest decreases: PayPal Holdings Inc 1.95% to 1.32%; Adobe Inc 2.38% to 2.11%; Intuit Inc 1.6% to 1.33%; Accenture PLC 2.31% to 2.09%; EPAM Systems Inc 0.33% to 0.16%; Lam Research Corp 0.89% to 0.74%. New: Chicago Mercantile Exchange (0.02%). Gone: Xilinx Inc (0.46%). 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/xlk/https://themulden.com/funds/xlk/76 positions became 77: 2 added (0.46% of the fund), 1 dropped (0.08%). Turnover proxy 5.3%. Largest increases: Apple Inc 21.97% to 23.47%; Microsoft Corp 20.94% to 21.41%; Broadcom Inc 1.97% to 2.41%; QUALCOMM Inc 1.44% to 1.8%; Accenture PLC 2.01% to 2.31%; Advanced Micro Devices Inc 1.23% to 1.53%. Largest decreases: PayPal Holdings Inc 3.02% to 1.95%; NVIDIA Corp 5.1% to 4.39%; Visa Inc 3.72% to 3.2%; salesforce.com Inc 2.6% to 2.19%; Adobe Inc 2.71% to 2.38%; Intel Corp 2.14% to 1.85%. New: EPAM Systems Inc (0.33%), SolarEdge Technologies Inc (0.13%). Gone: Western Union Co/The (0.08%). 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/xlk/https://themulden.com/funds/xlk/76 positions became 76: 2 added (0.35% of the fund), 2 dropped (0.29%). Turnover proxy 3%. Largest increases: Microsoft Corp 20.43% to 20.94%; Apple Inc 21.51% to 21.97%; salesforce.com Inc 2.26% to 2.6%; Analog Devices Inc 0.64% to 0.89%; ServiceNow Inc 1.09% to 1.22%; Accenture PLC 1.88% to 2.01%. Largest decreases: PayPal Holdings Inc 3.43% to 3.02%; Visa Inc 3.96% to 3.72%; Mastercard Inc 3.2% to 2.99%; QUALCOMM Inc 1.61% to 1.44%; Micron Technology Inc 0.95% to 0.79%; Applied Materials Inc 1.31% to 1.16%. New: Teledyne Technologies Inc (0.2%), Ceridian HCM Holding Inc (0.15%). Gone: Maxim Integrated Products Inc (0.28%), Chicago Mercantile Exchange (0.01%). 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/xlk/https://themulden.com/funds/xlk/75 positions became 76: 3 added (0.33% of the fund), 2 dropped (0.25%). Turnover proxy 3.4%. Largest increases: NVIDIA Corp 3.69% to 4.99%; Microsoft Corp 19.82% to 20.43%; Adobe Inc 2.54% to 2.8%; PayPal Holdings Inc 3.17% to 3.43%; Intuit Inc 1.17% to 1.34%; State Street Global Advisors 0.14% to 0.25%. Largest decreases: Intel Corp 2.9% to 2.27%; Mastercard Inc 3.48% to 3.2%; Cisco Systems Inc/Delaware 2.43% to 2.24%; Texas Instruments Inc 1.94% to 1.78%; Broadcom Inc 2.11% to 1.95%; Micron Technology Inc 1.1% to 0.95%. New: Seagate Technology Holdings PLC (0.18%), PTC Inc (0.15%), Chicago Mercantile Exchange (0.01%). Gone: Seagate Technology PLC (0.17%), FLIR Systems Inc (0.08%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Aug 2021 12:00:00 GMThttps://themulden.com/funds/xlk/https://themulden.com/funds/xlk/74 positions became 75: 4 added (1.24% of the fund), 3 dropped (0.26%). Turnover proxy 4.8%. Largest increases: Microsoft Corp 19.21% to 19.82%; Intel Corp 2.33% to 2.9%; Applied Materials Inc 0.9% to 1.37%; Cisco Systems Inc/Delaware 2.16% to 2.43%; Texas Instruments Inc 1.72% to 1.94%; Lam Research Corp 0.78% to 0.95%. Largest decreases: Apple Inc 24.23% to 21.48%; QUALCOMM Inc 1.97% to 1.68%; Visa Inc 4.24% to 4%; Adobe Inc 2.74% to 2.54%; Advanced Micro Devices Inc 1.26% to 1.06%; salesforce.com Inc 2.33% to 2.17%. New: NXP Semiconductors NV (0.62%), Enphase Energy Inc (0.23%), Trimble Inc (0.22%), Monolithic Power Systems Inc (0.17%). Gone: Leidos Holdings Inc (0.16%), Vontier Corp (0.05%), Xerox Holdings Corp (0.04%). 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/xlk/https://themulden.com/funds/xlk/73 positions became 74: 1 added (0.05% of the fund), 0 dropped (0%). Turnover proxy 3.7%. Largest increases: Apple Inc 23.7% to 24.23%; Micron Technology Inc 0.66% to 0.96%; QUALCOMM Inc 1.69% to 1.97%; Applied Materials Inc 0.69% to 0.9%; PayPal Holdings Inc 2.94% to 3.14%; Lam Research Corp 0.61% to 0.78%. Largest decreases: Microsoft Corp 20.26% to 19.21%; salesforce.com Inc 2.91% to 2.33%; NVIDIA Corp 4.25% to 3.69%; Intel Corp 2.8% to 2.33%; Adobe Inc 2.99% to 2.74%; Mastercard Inc 3.8% to 3.59%. New: Vontier Corp (0.05%). 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/xlk/https://themulden.com/funds/xlk/72 positions became 73: 1 added (0.17% of the fund), 0 dropped (0%). Turnover proxy 5.3%. Largest increases: Apple Inc 21.08% to 23.7%; NVIDIA Corp 3.31% to 4.25%; salesforce.com Inc 2.39% to 2.91%; Advanced Micro Devices Inc 0.87% to 1.23%; QUALCOMM Inc 1.46% to 1.69%; Mastercard Inc 3.71% to 3.8%. Largest decreases: Microsoft Corp 21.89% to 20.26%; Intel Corp 3.59% to 2.8%; Cisco Systems Inc 2.8% to 2.12%; Visa Inc 4.62% to 4.29%; Oracle Corp 1.63% to 1.47%; Micron Technology Inc 0.81% to 0.66%. New: Teradyne Inc (0.17%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 19 Nov 2020 12:00:00 GMThttps://themulden.com/funds/xlk/https://themulden.com/funds/xlk/72 positions became 72: 1 added (0.2% of the fund), 1 dropped (0.03%). Turnover proxy 4%. Largest increases: Apple Inc 19.43% to 21.08%; PayPal Holdings Inc 2.06% to 2.9%; NVIDIA Corp 2.95% to 3.31%; Adobe Inc 2.82% to 2.97%; Autodesk Inc 0.63% to 0.74%; ServiceNow Inc 0.99% to 1.1%. Largest decreases: Intel Corp 4.31% to 3.59%; Visa Inc 5.05% to 4.62%; Oracle Corp 1.92% to 1.63%; International Business Machines Corp 1.8% to 1.52%; Cisco Systems Inc 3.05% to 2.8%; Mastercard Inc 3.92% to 3.71%. New: Tyler Technologies Inc (0.2%). Gone: Alliance Data Systems Corp (0.03%). 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/xlk/https://themulden.com/funds/xlk/71 positions became 72: 1 added (0.18% of the fund), 0 dropped (0%). Turnover proxy 4.5%. Largest increases: Microsoft Corp 19.34% to 22.01%; NVIDIA Corp 2.32% to 2.95%; Adobe Inc 2.57% to 2.82%; Advanced Micro Devices Inc 0.82% to 0.97%; ServiceNow Inc 0.86% to 0.99%; Intel Corp 4.19% to 4.31%. Largest decreases: Mastercard Inc 4.26% to 3.92%; Broadcom Inc 2.02% to 1.72%; Apple Inc 19.72% to 19.43%; Accenture PLC 2.15% to 1.9%; Cisco Systems Inc 3.27% to 3.05%; Texas Instruments Inc 1.93% to 1.71%. New: Paycom Software Inc (0.18%). 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/xlk/https://themulden.com/funds/xlk/69 positions became 71: 3 added (1.31% of the fund), 1 dropped (0.25%). Turnover proxy 4.7%. Largest increases: Apple Inc 17.52% to 19.72%; NVIDIA Corp 1.95% to 2.32%; Advanced Micro Devices Inc 0.58% to 0.82%; Adobe Inc 2.47% to 2.57%; Micron Technology Inc 0.87% to 0.96%; Skyworks Solutions Inc 0.25% to 0.33%. Largest decreases: Cisco Systems Inc 3.86% to 3.27%; International Business Machines Corp 2.37% to 1.91%; Oracle Corp 2.23% to 1.85%; Visa Inc 5.47% to 5.17%; Texas Instruments Inc 2.22% to 1.93%; Microsoft Corp 19.55% to 19.34%. New: ServiceNow Inc (0.86%), NortonLifeLock Inc (0.23%), Zebra Technologies Corp (0.22%). Gone: Symantec Corp (0.25%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 Feb 2020 12:00:00 GMT