<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>XMHQ filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of XMHQ 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>XMHQ: filing for 2026-04-30 -- 0 added, 0 dropped, turnover 6.5%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>81 positions became 81: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 6.5%. Largest increases: TechnipFMC PLC 3.68% to 4.95%; Sterling Infrastructure, Inc. 1.83% to 2.61%; Carpenter Technology Corp. 2.03% to 2.72%; United Therapeutics Corp. 3.3% to 3.98%; Twilio Inc. 2.46% to 3%; Alcoa Corp. 1.74% to 1.94%. Largest decreases: Medpace Holdings, Inc. 3.56% to 2.54%; Illumina, Inc. 4.09% to 3.55%; Royal Gold, Inc. 2.71% to 2.38%; Hamilton Lane Inc. 0.9% to 0.58%; Kinsale Capital Group, Inc. 1.47% to 1.19%; Doximity, Inc. 0.77% to 0.5%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Jun 2026 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2026-01-31 -- 20 added, 17 dropped, turnover 32.7%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>78 positions became 81: 20 added (29.38% of the fund), 17 dropped (23.45%). Turnover proxy 32.7%. Largest increases: Royal Gold, Inc. 1.73% to 2.71%; Penumbra, Inc. 1.43% to 2.14%; Evercore Inc. 1.59% to 2%; Nextpower Inc. 2.18% to 2.5%; Fluor Corp. 1.04% to 1.31%; Lincoln Electric Holdings, Inc. 1.8% to 2.01%. Largest decreases: Carlisle Cos. Inc. 4.04% to 2.65%; Medpace Holdings, Inc. 4.27% to 3.56%; AECOM 2.37% to 1.69%; Manhattan Associates, Inc. 2.62% to 1.97%; United Therapeutics Corp. 3.82% to 3.3%; Doximity, Inc. 1.22% to 0.77%. New: Illumina, Inc. (4.09%), TechnipFMC PLC (3.68%), Twilio Inc. (2.46%), Talen Energy Corp. (2.1%), Carpenter Technology Corp. (2.03%), Sterling Infrastructure, Inc. (1.83%). Gone: Comfort Systems USA, Inc. (5.67%), DocuSign, Inc. (2.19%), RPM International Inc. (2.12%), Acuity Inc. (1.52%), Hims &amp;amp; Hers Health, Inc. (1.42%), Applied Industrial Technologies, Inc. (1.29%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 01 Apr 2026 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2025-10-31 -- 0 added, 2 dropped, turnover 10.8%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>80 positions became 78: 0 added (0% of the fund), 2 dropped (5.83%). Turnover proxy 10.8%. Largest increases: Comfort Systems USA, Inc. 3.95% to 5.67%; United Therapeutics Corp. 2.25% to 3.82%; Medpace Holdings, Inc. 2.98% to 4.27%; NEXTPOWER INC. 1.2% to 2.18%; BWX Technologies, Inc. 1.71% to 2.51%; AECOM 1.9% to 2.37%. Largest decreases: Sprouts Farmers Market, Inc. 2.19% to 1.19%; Hims &amp;amp; Hers Health, Inc. 1.97% to 1.42%; Manhattan Associates, Inc. 3.02% to 2.62%; Hamilton Lane Inc. 1.24% to 0.97%; Commvault Systems, Inc. 1.1% to 0.84%; Paylocity Holding Corp. 1.1% to 0.88%. Gone: EMCOR Group, Inc. (5.28%), Western Union Co. (The) (0.55%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 30 Dec 2025 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2025-07-31 -- 22 added, 21 dropped, turnover 34.3%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>79 positions became 80: 22 added (27.7% of the fund), 21 dropped (26.41%). Turnover proxy 34.3%. Largest increases: EMCOR Group, Inc. 3.67% to 5.28%; Comfort Systems USA, Inc. 2.56% to 3.95%; Medpace Holdings, Inc. 1.72% to 2.98%; Chewy, Inc. 1.22% to 1.59%; Grand Canyon Education, Inc. 0.72% to 1.07%; Manhattan Associates, Inc. 2.74% to 3.02%. Largest decreases: DocuSign, Inc. 3.63% to 2.16%; RenaissanceRe Holdings Ltd. 2.69% to 1.61%; Chemed Corp. 1.47% to 0.89%; Commvault Systems, Inc. 1.64% to 1.1%; Lantheus Holdings, Inc. 1.08% to 0.57%; Halozyme Therapeutics, Inc. 1.36% to 0.97%. New: United Therapeutics Corp. (2.25%), Sprouts Farmers Market, Inc. (2.19%), Hims &amp;amp; Hers Health, Inc. (1.97%), AECOM (1.9%), Texas Roadhouse, Inc. (1.8%), BWX Technologies, Inc. (1.71%). Gone: Tenet Healthcare Corp. (2.4%), Duolingo, Inc. (2.13%), Pure Storage, Inc. (1.84%), Curtiss-Wright Corp. (1.81%), Toll Brothers, Inc. (1.62%), Crane Co. (1.51%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Sep 2025 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2025-04-30 -- 0 added, 1 dropped, turnover 7.9%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>80 positions became 79: 0 added (0% of the fund), 1 dropped (5.13%). Turnover proxy 7.9%. Largest increases: Royal Gold, Inc. 1.14% to 1.71%; Exelixis, Inc. 1.29% to 1.74%; Carlisle Cos. Inc. 3.83% to 4.28%; RenaissanceRe Holdings Ltd. 2.26% to 2.69%; Duolingo, Inc. 1.74% to 2.13%; Celsius Holdings, Inc. 0.59% to 0.95%. Largest decreases: Pure Storage, Inc. 2.41% to 1.84%; Abercrombie &amp;amp; Fitch Co. 1.2% to 0.8%; Toll Brothers, Inc. 1.91% to 1.62%; Acuity Inc. 1.37% to 1.15%; Hyatt Hotels Corp. 1% to 0.82%; Dick&apos;s Sporting Goods, Inc. 1.61% to 1.44%. Gone: Williams-Sonoma, Inc. (5.13%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Jun 2025 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2025-01-31 -- 17 added, 15 dropped, turnover 24.9%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>78 positions became 80: 17 added (21.65% of the fund), 15 dropped (15.99%). Turnover proxy 24.9%. Largest increases: Williams-Sonoma, Inc. 3.68% to 5.13%; Pure Storage, Inc. 1.95% to 2.41%; Coca-Cola Consolidated, Inc. 0.87% to 1.22%; Roivant Sciences Ltd. 0.94% to 1.25%; Donaldson Co., Inc. 1.12% to 1.3%; Comfort Systems USA, Inc. 2.31% to 2.46%. Largest decreases: Manhattan Associates, Inc. 4.02% to 2.82%; Celsius Holdings, Inc. 1.32% to 0.59%; Lantheus Holdings, Inc. 1.34% to 0.84%; Advanced Drainage Systems, Inc. 1.61% to 1.14%; Lincoln Electric Holdings, Inc. 2.02% to 1.69%; Tenet Healthcare Corp. 2.38% to 2.06%. New: DocuSign, Inc. (3.75%), RPM International Inc. (2.2%), Duolingo, Inc. (1.74%), Mueller Industries, Inc. (1.38%), Exelixis, Inc. (1.29%), Houlihan Lokey, Inc. (1.27%). Gone: Reliance, Inc. (2.3%), Owens Corning (2.05%), Dynatrace, Inc. (1.74%), Expand Energy Corp. (1.32%), Primerica, Inc. (1.32%), Science Applications International Corp. (1.24%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Mar 2025 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2024-10-31 -- 0 added, 3 dropped, turnover 7.3%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>81 positions became 78: 0 added (0% of the fund), 3 dropped (2.99%). Turnover proxy 7.3%. Largest increases: EMCOR Group, Inc. 2.8% to 3.57%; Comfort Systems USA, Inc. 1.82% to 2.31%; RenaissanceRe Holdings Ltd. 2% to 2.44%; Dynatrace, Inc. 1.32% to 1.74%; Manhattan Associates, Inc. 3.62% to 4.02%; Curtiss-Wright Corp. 1.45% to 1.83%. Largest decreases: Celsius Holdings, Inc. 1.91% to 1.32%; e.l.f. Beauty, Inc. 1.27% to 0.83%; TopBuild Corp. 2.04% to 1.62%; Weatherford International PLC 1.31% to 0.95%; Williams-Sonoma, Inc. 3.94% to 3.68%; Pure Storage, Inc. 2.17% to 1.95%. Gone: Erie Indemnity Co. (2.03%), MDU Resources Group, Inc. (0.78%), Helen of Troy Ltd. (0.18%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Dec 2024 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2024-07-31 -- 31 added, 28 dropped, turnover 36.8%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>78 positions became 81: 31 added (34.71% of the fund), 28 dropped (30.11%). Turnover proxy 36.8%. Largest increases: Carlisle Cos. Inc. 2.99% to 3.49%; Erie Indemnity Co. 1.77% to 2.03%; UFP Industries, Inc. 0.94% to 1.17%; Crane Co. 1.08% to 1.3%; Coca-Cola Consolidated, Inc. 0.63% to 0.82%; TopBuild Corp. 1.86% to 2.04%. Largest decreases: Lattice Semiconductor Corp. 1.82% to 1.11%; Qualys, Inc. 1.54% to 0.91%; Celsius Holdings, Inc. 2.5% to 1.91%; Medpace Holdings, Inc. 2.38% to 1.8%; Reliance, Inc. 2.66% to 2.27%; Murphy USA Inc. 1.71% to 1.32%. New: Pure Storage, Inc. (2.17%), Tenet Healthcare Corp. (2.14%), Lincoln Electric Holdings, Inc. (2%), Comfort Systems USA, Inc. (1.82%), Dick&apos;s Sporting Goods, Inc. (1.66%), Core &amp;amp; Main, Inc. (1.49%). Gone: Watsco, Inc. (2.27%), Southwestern Energy Co. (2.13%), Range Resources Corp. (1.99%), Texas Roadhouse, Inc. (1.65%), Tetra Tech, Inc. (1.56%), PBF Energy Inc. (1.46%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 30 Sep 2024 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2024-04-30 -- 0 added, 2 dropped, turnover 10.6%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>80 positions became 78: 0 added (0% of the fund), 2 dropped (8.25%). Turnover proxy 10.6%. Largest increases: Williams-Sonoma, Inc. 2.56% to 3.83%; EMCOR Group, Inc. 1.82% to 2.87%; Celsius Holdings, Inc. 1.74% to 2.5%; Medpace Holdings, Inc. 1.78% to 2.38%; Carlisle Cos. Inc. 2.41% to 2.99%; Weatherford International PLC 1.17% to 1.62%. Largest decreases: Manhattan Associates, Inc. 4.03% to 3.45%; Qualys, Inc. 1.77% to 1.54%; Kinsale Capital Group, Inc. 1.86% to 1.71%; Genpact Ltd. 0.92% to 0.8%; Landstar System, Inc. 1.36% to 1.24%; Graco Inc. 2.01% to 1.9%. Gone: Super Micro Computer, Inc. (4.64%), Deckers Outdoor Corp. (3.61%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Jun 2024 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2024-01-31 -- 14 added, 12 dropped, turnover 23.5%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>78 positions became 80: 14 added (18.2% of the fund), 12 dropped (16.94%). Turnover proxy 23.5%. Largest increases: Deckers Outdoor Corp. 2.66% to 3.61%; Advanced Drainage Systems, Inc. 1.11% to 1.75%; Kinsale Capital Group, Inc. 1.25% to 1.86%; TopBuild Corp. 1.21% to 1.69%; Toll Brothers, Inc. 1.13% to 1.54%; Williams-Sonoma, Inc. 2.28% to 2.56%. Largest decreases: Range Resources Corp. 2.53% to 1.6%; RLI Corp. 1.62% to 0.95%; Southwestern Energy Co. 2.31% to 1.83%; Matador Resources Co. 1.27% to 0.92%; Murphy USA Inc. 1.8% to 1.45%; Manhattan Associates, Inc. 4.32% to 4.03%. New: Super Micro Computer, Inc. (4.64%), RenaissanceRe Holdings Ltd. (2.09%), Celsius Holdings, Inc. (1.74%), Erie Indemnity Co. (1.59%), Weatherford International PLC (1.17%), Encompass Health Corp. (1.1%). Gone: Builders FirstSource, Inc. (3.75%), Jabil Inc. (3.06%), Light &amp;amp; Wonder Inc. (1.63%), Antero Resources Corp. (1.58%), East West Bancorp, Inc. (1.24%), Murphy Oil Corp. (1.13%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 01 Apr 2024 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2023-10-31 -- 0 added, 3 dropped, turnover 8.2%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>81 positions became 78: 0 added (0% of the fund), 3 dropped (3.92%). Turnover proxy 8.2%. Largest increases: Jabil Inc. 2.43% to 3.06%; Manhattan Associates, Inc. 3.72% to 4.32%; Range Resources Corp. 1.96% to 2.53%; Deckers Outdoor Corp. 2.14% to 2.66%; Southwestern Energy Co. 1.85% to 2.31%; Murphy USA Inc. 1.33% to 1.8%. Largest decreases: Lattice Semiconductor Corp. 2.64% to 1.83%; Builders FirstSource, Inc. 4.39% to 3.75%; Cognex Corp. 1.46% to 1.09%; Polaris Inc. 1.08% to 0.78%; Louisiana-Pacific Corp. 1.03% to 0.79%; Olin Corp. 1.29% to 1.09%. Gone: Hubbell Inc. (2.61%), PDC Energy, Inc. (1.23%), Invesco Government &amp;amp; Agency Portfolio (0.08%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Dec 2023 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2023-07-31 -- 30 added, 29 dropped, turnover 41%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>80 positions became 81: 30 added (37.39% of the fund), 29 dropped (33.31%). Turnover proxy 41%. Largest increases: Lattice Semiconductor Corp. 2.08% to 2.64%; Manhattan Associates, Inc. 3.2% to 3.72%; Jabil Inc. 1.97% to 2.43%; Medpace Holdings, Inc. 1.32% to 1.78%; Landstar System, Inc. 1.38% to 1.7%; Qualys, Inc. 0.94% to 1.26%. Largest decreases: Williams-Sonoma, Inc. 2.65% to 1.85%; PDC Energy, Inc. 1.87% to 1.23%; Graco Inc. 2.38% to 1.89%; Grand Canyon Education, Inc. 1.03% to 0.57%; Azenta, Inc. 0.88% to 0.45%; Olin Corp. 1.71% to 1.29%. New: Builders FirstSource, Inc. (4.39%), Reliance Steel &amp;amp; Aluminum Co. (2.91%), Carlisle Cos. Inc. (2.29%), Watsco, Inc. (2.07%), Southwestern Energy Co. (1.85%), EMCOR Group, Inc. (1.64%). Gone: Axon Enterprise, Inc. (2.96%), ShockWave Medical, Inc. (2.24%), Toro Co. (The) (2.06%), Lincoln Electric Holdings, Inc. (1.97%), Lantheus Holdings, Inc. (1.47%), Dick&apos;s Sporting Goods, Inc. (1.44%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Sep 2023 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2023-04-30 -- 0 added, 0 dropped, turnover 6.3%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>80 positions became 80: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 6.3%. Largest increases: ShockWave Medical, Inc. 1.42% to 2.24%; Manhattan Associates, Inc. 2.45% to 3.2%; Lantheus Holdings, Inc. 0.97% to 1.47%; Hubbell Inc. 2.26% to 2.73%; Graco Inc. 2% to 2.38%; Axon Enterprise, Inc. 2.67% to 2.96%. Largest decreases: Crane NXT, Co. 0.98% to 0.41%; Capri Holdings Ltd. 1.58% to 1.01%; Matador Resources Co. 1.64% to 1.25%; Macy&apos;s, Inc. 1.25% to 0.88%; Antero Resources Corp. 1.81% to 1.48%; Olin Corp. 1.94% to 1.71%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Jun 2023 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2023-01-31 -- 30 added, 30 dropped, turnover 38.6%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>80 positions became 80: 30 added (33.36% of the fund), 30 dropped (34.39%). Turnover proxy 38.6%. Largest increases: Axon Enterprise, Inc. 1.98% to 2.67%; PDC Energy, Inc. 1.4% to 1.9%; Williams-Sonoma, Inc. 2.47% to 2.88%; Lincoln Electric Holdings, Inc. 1.51% to 1.91%; Capri Holdings Ltd. 1.23% to 1.58%; RLI Corp. 1% to 1.34%. Largest decreases: American Financial Group, Inc. 2.97% to 1.81%; Deckers Outdoor Corp. 2.56% to 1.86%; Choice Hotels International, Inc. 1.06% to 0.78%; Manhattan Associates, Inc. 2.71% to 2.45%; Commvault Systems, Inc. 0.72% to 0.47%; Grand Canyon Education, Inc. 1.22% to 0.98%. New: Graco Inc. (2%), Lattice Semiconductor Corp. (1.93%), Jabil Inc. (1.93%), Antero Resources Corp. (1.81%), Range Resources Corp. (1.62%), Light &amp;amp; Wonder Inc. (1.45%). Gone: Steel Dynamics, Inc. (3.83%), Commerce Bancshares, Inc. (2.02%), East West Bancorp, Inc. (1.84%), Webster Financial Corp. (1.8%), Silicon Laboratories Inc. (1.56%), United Bankshares, Inc. (1.55%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 31 Mar 2023 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2022-10-31 -- 0 added, 0 dropped, turnover 6.3%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>80 positions became 80: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 6.3%. Largest increases: Steel Dynamics, Inc. 3.15% to 3.83%; Axon Enterprise, Inc. 1.48% to 1.98%; Toro Co. (The) 1.79% to 2.22%; Medpace Holdings, Inc. 1.05% to 1.39%; Deckers Outdoor Corp. 2.27% to 2.56%; Webster Financial Corp. 1.52% to 1.8%. Largest decreases: Azenta Inc. 1.37% to 0.9%; Cleveland-Cliffs Inc. 1.73% to 1.28%; Semtech Corp. 0.77% to 0.35%; Silicon Laboratories Inc. 1.98% to 1.56%; Manhattan Associates, Inc. 3.1% to 2.71%; Williams-Sonoma, Inc. 2.85% to 2.47%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Dec 2022 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2022-07-31 -- 42 added, 40 dropped, turnover 53.8%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>78 positions became 80: 42 added (49.93% of the fund), 40 dropped (48.47%). Turnover proxy 53.8%. Largest increases: American Financial Group, Inc. 1.98% to 2.71%; Silicon Laboratories, Inc. 1.37% to 1.98%; Webster Financial Corp. 1.11% to 1.52%; Manhattan Associates, Inc. 2.7% to 3.1%; Medpace Holdings, Inc. 0.71% to 1.05%; Commerce Bancshares, Inc. 1.62% to 1.96%. Largest decreases: East West Bancorp, Inc. 2.68% to 1.83%; PacWest Bancorp 1.22% to 0.65%; Dick&apos;s Sporting Goods, Inc. 1.7% to 1.19%; Janus Henderson Group PLC 1.31% to 0.82%; Williams-Sonoma, Inc. 3.32% to 2.85%; Louisiana-Pacific Corp. 2.06% to 1.73%. New: Steel Dynamics, Inc. (3.15%), Hubbell, Inc. (2.15%), Toro Co. (The) (1.79%), Cleveland-Cliffs, Inc. (1.73%), XPO Logistics, Inc. (1.59%), Tetra Tech, Inc. (1.53%). Gone: Cognex Corp. (2.87%), Reliance Steel &amp;amp; Aluminum Co. (2.48%), Cullen/Frost Bankers, Inc. (2.15%), United States Steel Corp. (1.87%), Synovus Financial Corp. (1.84%), Watsco, Inc. (1.81%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Sep 2022 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2022-04-30 -- 0 added, 2 dropped, turnover 8.6%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>80 positions became 78: 0 added (0% of the fund), 2 dropped (5.28%). Turnover proxy 8.6%. Largest increases: Reliance Steel &amp;amp; Aluminum Co. 1.67% to 2.48%; United States Steel Corp. 1.11% to 1.87%; CDK Global, Inc. 1.14% to 1.65%; Mattel, Inc. 1.35% to 1.78%; GameStop Corp. 1.37% to 1.8%; Cognex Corp. 2.46% to 2.87%. Largest decreases: Crocs, Inc. 1.26% to 0.93%; PacWest Bancorp 1.5% to 1.22%; YETI Holdings, Inc. 1.91% to 1.62%; Williams-Sonoma, Inc. 3.57% to 3.32%; Foot Locker, Inc. 0.82% to 0.61%; ITT, Inc. 1.28% to 1.12%. Gone: Molina Healthcare, Inc. (4.5%), PROG Holdings, Inc. (0.78%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Jun 2022 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2022-01-31 -- 16 added, 14 dropped, turnover 22.7%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>78 positions became 80: 16 added (17.83% of the fund), 14 dropped (18.15%). Turnover proxy 22.7%. Largest increases: Cadence Bank 0.46% to 1.08%; East West Bancorp, Inc. 2.42% to 2.84%; Williams-Sonoma, Inc. 3.17% to 3.57%; Dick&apos;s Sporting Goods, Inc. 1.44% to 1.77%; Louisiana-Pacific Corp. 1.59% to 1.85%; Reliance Steel &amp;amp; Aluminum Co. 1.42% to 1.67%. Largest decreases: Cognex Corp. 2.93% to 2.46%; Manhattan Associates, Inc. 2.87% to 2.42%; Molina Healthcare, Inc. 4.89% to 4.5%; Universal Display Corp. 2.13% to 1.74%; Deckers Outdoor Corp. 2.64% to 2.27%; YETI Holdings, Inc. 2.22% to 1.91%. New: American Financial Group, Inc. (1.63%), Silicon Laboratories, Inc. (1.47%), GameStop Corp. (1.37%), Oshkosh Corp. (1.36%), Mattel, Inc. (1.35%), Olin Corp. (1.29%). Gone: Signature Bank (4.25%), Fair Isaac Corp. (2.41%), Graco, Inc. (2.03%), Hill-Rom Holdings, Inc. (1.62%), Tempur Sealy International, Inc. (1.41%), Scotts Miracle-Gro Co. (The) (1.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 31 Mar 2022 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2021-10-31 -- 1 added, 4 dropped, turnover 6.4%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>81 positions became 78: 1 added (0.46% of the fund), 4 dropped (1.66%). Turnover proxy 6.4%. Largest increases: Signature Bank 3.28% to 4.25%; Williams-Sonoma, Inc. 2.62% to 3.17%; Molina Healthcare, Inc. 4.57% to 4.89%; Manhattan Associates, Inc. 2.55% to 2.87%; Cullen/Frost Bankers, Inc. 1.54% to 1.83%; Synaptics, Inc. 0.85% to 1.07%. Largest decreases: Fair Isaac Corp. 3.21% to 2.41%; Universal Display Corp. 2.76% to 2.13%; LHC Group, Inc. 1.22% to 0.75%; Scotts Miracle-Gro Co. (The) 1.38% to 1.14%; ManpowerGroup, Inc. 1.13% to 0.91%; Polaris, Inc. 1.58% to 1.37%. New: Cadence Bank (0.46%). Gone: Trustmark Corp. (0.5%), BancorpSouth Bank (0.42%), Healthcare Services Group, Inc. (0.4%), World Fuel Services Corp. (0.35%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 Dec 2021 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2021-07-31 -- 46 added, 42 dropped, turnover 62.5%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>77 positions became 81: 46 added (60.83% of the fund), 42 dropped (53.63%). Turnover proxy 62.5%. Largest increases: Manhattan Associates, Inc. 1.89% to 2.55%; Signature Bank 2.63% to 3.28%; Fair Isaac Corp. 3.09% to 3.21%; Chemed Corp. 1.48% to 1.59%; Louisiana-Pacific Corp. 1.41% to 1.51%; Invesco Government &amp;amp; Agency Portfolio 0.09% to 0.12%. Largest decreases: SYNNEX Corp. 2% to 0.83%; Scotts Miracle-Gro Co. (The) 2.26% to 1.38%; Landstar System, Inc. 1.7% to 1.05%; Graco, Inc. 2.77% to 2.13%; Brunswick Corp. 2.15% to 1.6%; Reliance Steel &amp;amp; Aluminum Co. 1.98% to 1.54%. New: Molina Healthcare, Inc. (4.57%), Cognex Corp. (3.06%), Deckers Outdoor Corp. (2.77%), Universal Display Corp. (2.76%), Williams-Sonoma, Inc. (2.62%), YETI Holdings, Inc. (2.2%). Gone: Bio-Techne Corp. (3.47%), FactSet Research Systems, Inc. (2.53%), Nordson Corp. (2.52%), RPM International, Inc. (2.51%), Hubbell, Inc. (2.21%), Darling Ingredients, Inc. (2.08%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 Sep 2021 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2021-04-30 -- 0 added, 3 dropped, turnover 9.2%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>80 positions became 77: 0 added (0% of the fund), 3 dropped (4.31%). Turnover proxy 9.2%. Largest increases: Signature Bank 1.88% to 2.63%; Steel Dynamics, Inc. 1.39% to 2.02%; Bio-Techne Corp. 2.87% to 3.47%; SYNNEX Corp. 1.47% to 2%; Louisiana-Pacific Corp. 0.88% to 1.41%; Reliance Steel &amp;amp; Aluminum Co. 1.56% to 1.98%. Largest decreases: Quidel Corp. 2.51% to 0.96%; Haemonetics Corp. 1.23% to 0.67%; Emergent BioSolutions, Inc. 1.04% to 0.55%; Qualys, Inc. 1.12% to 0.75%; Chemed Corp. 1.75% to 1.48%; New York Times Co. (The) 1.51% to 1.27%. Gone: Generac Holdings, Inc. (3.55%), InterDigital, Inc. (0.49%), HNI Corp. (0.28%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 29 Jun 2021 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2021-01-31 -- 24 added, 21 dropped, turnover 36.4%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>77 positions became 80: 24 added (33.41% of the fund), 21 dropped (27.11%). Turnover proxy 36.4%. Largest increases: Scotts Miracle-Gro Co. (The) 1.64% to 2.36%; Signature Bank 1.18% to 1.88%; AGCO Corp. 1.2% to 1.53%; Woodward, Inc. 1.16% to 1.38%; Bank OZK 0.83% to 0.99%; Worthington Industries, Inc. 0.42% to 0.57%. Largest decreases: FactSet Research Systems, Inc. 4.54% to 2.48%; Royal Gold, Inc. 2.5% to 1.58%; Landstar System, Inc. 2.08% to 1.5%; Nordson Corp. 2.89% to 2.33%; Chemed Corp. 2.23% to 1.75%; Haemonetics Corp. 1.67% to 1.23%. New: Fair Isaac Corp. (2.91%), Bio-Techne Corp. (2.87%), Quidel Corp. (2.51%), RPM International, Inc. (2.37%), Darling Ingredients, Inc. (2.02%), Brunswick Corp. (1.89%). Gone: Cognex Corp. (2.97%), Trimble, Inc. (2.89%), Deckers Outdoor Corp. (2.39%), Trex Co., Inc. (2.22%), Eaton Vance Corp. (1.9%), Arrowhead Pharmaceuticals, Inc. (1.75%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 31 Mar 2021 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2020-10-31 -- 1 added, 4 dropped, turnover 10.7%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>80 positions became 77: 1 added (0.18% of the fund), 4 dropped (8%). Turnover proxy 10.7%. Largest increases: Generac Holdings, Inc. 2.56% to 3.61%; Eaton Vance Corp. 1.08% to 1.9%; Graco, Inc. 2.48% to 3.05%; Deckers Outdoor Corp. 1.87% to 2.39%; LiveRamp Holdings, Inc. 0.94% to 1.45%; Arrowhead Pharmaceuticals, Inc. 1.25% to 1.75%. Largest decreases: Ciena Corp. 2.48% to 1.73%; FactSet Research Systems, Inc. 4.85% to 4.54%; Royal Gold, Inc. 2.79% to 2.5%; Signature Bank 1.42% to 1.18%; New York Times Co. (The) 1.91% to 1.73%; Oshkosh Corp. 1.42% to 1.28%. New: Invesco Government &amp;amp; Agency Portfolio (0.18%). Gone: Teradyne, Inc. (3.89%), Pool Corp. (3.6%), Invesco Premier U.S. Government Money Portfolio (0.27%), Allegheny Technologies, Inc. (0.23%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 30 Dec 2020 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2020-07-31 -- 36 added, 35 dropped, turnover 46.3%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>79 positions became 80: 36 added (35.78% of the fund), 35 dropped (45.31%). Turnover proxy 46.3%. Largest increases: Pool Corp. 2.2% to 3.6%; FactSet Research Systems, Inc. 3.56% to 4.85%; Landstar System, Inc. 1.11% to 1.92%; Royal Gold, Inc. 2% to 2.79%; Nordson Corp. 1.96% to 2.74%; Cognex Corp. 2.22% to 2.86%. Largest decreases: LiveRamp Holdings, Inc. 1.18% to 0.94%; Invesco Premier U.S. Government Money Portfolio 0.48% to 0.27%; Bank of Hawaii Corp. 0.73% to 0.55%; Eaton Vance Corp. 1.21% to 1.08%; Weingarten Realty Investors 0.57% to 0.45%; nVent Electric PLC 0.71% to 0.64%. New: Generac Holdings, Inc. (2.56%), Trimble, Inc. (2.53%), Hubbell, Inc. (1.92%), New York Times Co. (The) (1.91%), Reliance Steel &amp;amp; Aluminum Co. (1.69%), Steel Dynamics, Inc. (1.5%). Gone: Molina Healthcare, Inc. (3.8%), West Pharmaceutical Services, Inc. (3.53%), Teledyne Technologies, Inc. (2.92%), Masimo Corp. (2.75%), Fair Isaac Corp. (2.65%), Universal Display Corp. (1.87%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 29 Sep 2020 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2020-04-30 -- 0 added, 2 dropped, turnover 7.6%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>81 positions became 79: 0 added (0% of the fund), 2 dropped (0.48%). Turnover proxy 7.6%. Largest increases: Molina Healthcare, Inc. 2.55% to 3.8%; West Pharmaceutical Services, Inc. 2.6% to 3.53%; Masimo Corp. 1.96% to 2.75%; EQT Corp. 0.31% to 0.84%; Ciena Corp. 1.8% to 2.28%; Monolithic Power Systems, Inc. 1.41% to 1.84%. Largest decreases: First Horizon National Corp. 1.12% to 0.71%; Reinsurance Group of America, Inc. 2.11% to 1.72%; Old Republic International Corp. 1.42% to 1.13%; Carlisle Cos., Inc. 2.09% to 1.8%; Hanover Insurance Group, Inc. (The) 1.5% to 1.22%; SEI Investments Co. 2.08% to 1.81%. Gone: Core Laboratories N.V. (0.36%), Chesapeake Energy Corp. (0.12%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Jun 2020 12:00:00 GMT</pubDate></item><item><title>XMHQ: filing for 2020-01-31 -- 20 added, 17 dropped, turnover 27.6%</title><link>https://themulden.com/funds/xmhq/</link><guid isPermaLink="true">https://themulden.com/funds/xmhq/</guid><description>78 positions became 81: 20 added (24.64% of the fund), 17 dropped (20.37%). Turnover proxy 27.6%. Largest increases: Ciena Corp. 1.29% to 1.8%; Amedisys, Inc. 1.02% to 1.44%; Manhattan Associates, Inc. 1.79% to 2.03%; Deckers Outdoor Corp. 1.45% to 1.67%; Masimo Corp. 1.75% to 1.96%; HealthEquity, Inc. 0.98% to 1.15%. Largest decreases: Reinsurance Group of America, Inc. 2.72% to 2.11%; EQT Corp. 0.85% to 0.31%; Toro Co. (The) 2.48% to 1.96%; Donaldson Co., Inc. 1.85% to 1.45%; Williams-Sonoma, Inc. 1.58% to 1.2%; First Horizon National Corp. 1.47% to 1.12%. New: Teledyne Technologies, Inc. (2.93%), Fair Isaac Corp. (2.71%), West Pharmaceutical Services, Inc. (2.6%), Pool Corp. (2.04%), Nordson Corp. (1.84%), Monolithic Power Systems, Inc. (1.41%). Gone: Zebra Technologies Corp. (3.03%), Old Dominion Freight Line, Inc. (2.79%), Medical Properties Trust, Inc. (2.18%), Five Below, Inc. (1.93%), Steel Dynamics, Inc. (1.62%), Insperity, Inc. (1.5%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 31 Mar 2020 12:00:00 GMT</pubDate></item></channel></rss>