1
Portfolio of Investments July 31, 2025
NDVG
(Unaudited)
SHARES
DESCRIPTION
VALUE
LONG-TERM INVESTMENTS - 99.4%    
12861229
COMMON STOCKS - 99.4%
12861229
BANKS - 4.3%
1,861
JPMorgan Chase & Co
$
551,303
TOTAL BANKS
551,303
CAPITAL GOODS - 7.7%
818
Eaton Corp PLC
314,701
958
Honeywell International Inc
213,011
327
Northrop Grumman Corp
188,552
641
Trane Technologies PLC
280,809
TOTAL CAPITAL GOODS
997,073
CONSUMER DISCRETIONARY DISTRIBUTION & RETAIL - 3.8%
992
Lowe's Cos Inc
221,782
2,172
TJX Cos Inc/The
270,479
TOTAL CONSUMER DISCRETIONARY DISTRIBUTION & RETAIL
492,261
CONSUMER SERVICES - 3.3%
1,021
McDonald's Corp
306,372
1,415
Starbucks Corp
126,161
TOTAL CONSUMER SERVICES
432,533
CONSUMER STAPLES DISTRIBUTION & RETAIL - 2.8%
3,627
Walmart Inc
355,374
TOTAL CONSUMER STAPLES DISTRIBUTION & RETAIL
355,374
ENERGY - 3.7%
1,527
Chevron Corp
231,554
2,258
Exxon Mobil Corp
252,083
TOTAL ENERGY
483,637
EQUITY REAL ESTATE INVESTMENT TRUSTS (REITS) - 3.9%
1,252
American Tower Corp
260,904
2,275
Prologis Inc
242,925
TOTAL EQUITY REAL ESTATE INVESTMENT TRUSTS (REITS)
503,829
FINANCIAL SERVICES - 10.0%
1,266
American Express Co
378,927
1,378
Ares Management Corp, Class A
255,660
688
Mastercard Inc, Class A
389,731
500
S&P Global Inc
275,550
TOTAL FINANCIAL SERVICES
1,299,868
FOOD, BEVERAGE & TOBACCO - 4.9%
2,594
Mondelez International Inc, Class A
167,806
1,027
PepsiCo Inc
141,644
1,949
Philip Morris International Inc
319,733
TOTAL FOOD, BEVERAGE & TOBACCO
629,183
HEALTH CARE EQUIPMENT & SERVICES - 3.6%
2,326
Abbott Laboratories
293,518
612
Elevance Health Inc
173,245
TOTAL HEALTH CARE EQUIPMENT & SERVICES
466,763
INSURANCE - 1.9%
1,214
Marsh & McLennan Cos Inc
241,829
TOTAL INSURANCE
241,829
MATERIALS - 3.7%
574
(a)
Linde PLC
264,189
4,740
Smurfit WestRock PLC
210,361
TOTAL MATERIALS
474,550
MEDIA & ENTERTAINMENT - 3.4%
5,720
Comcast Corp, Class A
190,076
321
Meta Platforms Inc
248,274
TOTAL MEDIA & ENTERTAINMENT
438,350
PHARMACEUTICALS, BIOTECHNOLOGY & LIFE SCIENCES - 6.0%
1,550
AbbVie Inc
292,981
969
Danaher Corp
191,048
1,734
Novo Nordisk A/S, Sponsored ADR
81,619
1,417
Zoetis Inc
206,585
TOTAL PHARMACEUTICALS, BIOTECHNOLOGY & LIFE SCIENCES
772,233
Portfolio of Investments July 31, 2025
(continued)
NDVG
2
Part F of Form N-PORT was prepared in accordance with U.S. generally accepted accounting principles (“U.S. GAAP”) and in conformity with the
applicable rules and regulations of the U.S. Securities and Exchange Commission (“SEC”) related to interim filings. Part F of Form N-PORT does not
include all information and footnotes required by U.S. GAAP for complete financial statements. Certain footnote disclosures normally included in
financial statements prepared in accordance with U.S. GAAP have been condensed or omitted from this report pursuant to the rules of the SEC. For
a full set of the Fund’s notes to financial statements, please refer to the Fund’s most recently filed annual or semi-annual report.
Fair Value Measurements
The Fund’s investments in securities are recorded at their estimated fair value utilizing valuation methods approved by the Board of Directors/
Trustees. Fair value is defined as the price that would be received upon selling an investment or transferring a liability in an orderly transaction to an
independent buyer in the principal or most advantageous market for the investment. U.S. GAAP establishes the three-tier hierarchy which is used to
maximize the use of observable market data and minimize the use of unobservable inputs and to establish classification of fair value measurements
for disclosure purposes. Observable inputs reflect the assumptions market participants would use in pricing the asset or liability. Observable inputs
are based on market data obtained from sources independent of the reporting entity. Unobservable inputs reflect management’s assumptions about
the assumptions market participants would use in pricing the asset or liability. Unobservable inputs are based on the best information available in the
circumstances. The following is a summary of the three-tiered hierarchy of valuation input levels.
Level 1 – Inputs are unadjusted and prices are determined using quoted prices in active markets for identical securities.
Level 2 – Prices are determined using other significant observable inputs (including quoted prices for similar securities, interest rates, credit
spreads, etc.).
Level 3 – Prices are determined using significant unobservable inputs (including management’s assumptions in determining the fair value of
investments).
The following table summarizes the market value of the Fund's investments as of the end of the reporting period, based on the inputs used to value
them:
SHARES
DESCRIPTION
VALUE
SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT - 9.1%
2,389
Broadcom Inc
$
701,649
1,559
Taiwan Semiconductor Manufacturing Co Ltd, Sponsored ADR
376,686
568
Texas Instruments Inc
102,842
TOTAL SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT
1,181,177
SOFTWARE & SERVICES - 11.1%
964
Accenture PLC, Class A
257,484
2,206
Microsoft Corp
1,176,901
TOTAL SOFTWARE & SERVICES
1,434,385
TECHNOLOGY HARDWARE & EQUIPMENT - 10.9%
3,513
Amphenol Corp, Class A
374,169
3,303
Apple Inc
685,604
811
Motorola Solutions Inc
356,013
TOTAL TECHNOLOGY HARDWARE & EQUIPMENT
1,415,786
TRANSPORTATION - 1.2%
720
Union Pacific Corp
159,818
TOTAL TRANSPORTATION
159,818
UTILITIES - 4.1%
3,886
NextEra Energy Inc
276,139
2,339
WEC Energy Group Inc
255,138
TOTAL UTILITIES
531,277
TOTAL LONG-TERM INVESTMENTS
(Cost $11,953,098)
12,861,229
OTHER ASSETS & LIABILITIES, NET - 0.6%
80,845
NET ASSETS - 100%
$
12,942,074
ADR
American Depositary Receipt
S&P
Standard & Poor's
(a)
Non-income producing; issuer has not declared an ex-dividend date within the past twelve months.
NDVG
Level 1
Level 2
Level 3
Total
Long-Term Investments:
Common Stocks
$
12,861,229
$
$
$
12,861,229
Total
$
12,861,229
$
$
$
12,861,229
a
3
Portfolio of Investments July 31, 2025
NUGO
(Unaudited)
SHARES
DESCRIPTION
VALUE
LONG-TERM INVESTMENTS - 97.0%    
2665708836
COMMON STOCKS - 97.0%
2665708836
AUTOMOBILES & COMPONENTS - 1.7%
153,063
(a)
Tesla Inc
$
47,184,731
TOTAL AUTOMOBILES & COMPONENTS
47,184,731
CAPITAL GOODS - 6.5%
289,239
Carrier Global Corp
19,847,580
62,141
Eaton Corp PLC
23,906,886
54,907
Emerson Electric Co
7,989,518
47,560
GE Vernova Inc
31,403,392
135,023
General Electric Co
36,602,035
57,656
HEICO Corp
18,841,981
138,620
Howmet Aerospace Inc
24,919,717
117,158
Vertiv Holdings Co, Class A
17,058,205
TOTAL CAPITAL GOODS
180,569,314
CONSUMER DISCRETIONARY DISTRIBUTION & RETAIL - 10.4%
990,680
(a)
Amazon.com Inc
231,928,095
6,490
(a)
AutoZone Inc
24,456,786
311,154
(a)
O'Reilly Automotive Inc
30,592,661
TOTAL CONSUMER DISCRETIONARY DISTRIBUTION & RETAIL
286,977,542
CONSUMER SERVICES - 2.3%
8,809
Booking Holdings Inc
48,485,265
315,089
(a)
Chipotle Mexican Grill Inc
13,511,016
TOTAL CONSUMER SERVICES
61,996,281
CONSUMER STAPLES DISTRIBUTION & RETAIL - 1.5%
43,094
Costco Wholesale Corp
40,492,846
TOTAL CONSUMER STAPLES DISTRIBUTION & RETAIL
40,492,846
FINANCIAL SERVICES - 5.1%
133,408
KKR & Co Inc
19,554,945
211,569
Mastercard Inc, Class A
119,847,491
TOTAL FINANCIAL SERVICES
139,402,436
HEALTH CARE EQUIPMENT & SERVICES - 2.0%
209,690
(a)
Dexcom Inc
16,936,661
81,774
(a)
Intuitive Surgical Inc
39,340,654
TOTAL HEALTH CARE EQUIPMENT & SERVICES
56,277,315
MATERIALS - 0.6%
224,691
Corteva Inc
16,206,962
TOTAL MATERIALS
16,206,962
MEDIA & ENTERTAINMENT - 11.5%
632,689
Alphabet Inc, Class A
121,413,019
174,828
Meta Platforms Inc
135,218,968
50,554
(a)
Netflix Inc
58,612,308
TOTAL MEDIA & ENTERTAINMENT
315,244,295
PHARMACEUTICALS, BIOTECHNOLOGY & LIFE SCIENCES - 2.9%
105,228
Eli Lilly & Co
77,876,086
TOTAL PHARMACEUTICALS, BIOTECHNOLOGY & LIFE SCIENCES
77,876,086
SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT - 23.7%
71,903
Applied Materials Inc
12,946,854
706,214
Broadcom Inc
207,415,052
291,488
Microchip Technology Inc
19,701,674
2,312,078
NVIDIA Corp
411,249,314
TOTAL SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT
651,312,894
SOFTWARE & SERVICES - 20.1%
36,010
(a)
Crowdstrike Holdings Inc, Class A
16,369,066
705,968
Microsoft Corp
376,633,928
135,678
(a)
Palantir Technologies Inc, Class A
21,484,611
167,040
(a)
Palo Alto Networks Inc
28,998,144
31,143
(a)
PTC Inc
6,689,828
54,304
(a)
ServiceNow Inc
51,215,188
284,181
(a)
Shopify Inc, Class A
34,729,760
106,426
(a)
Trade Desk Inc/The, Class A
9,254,805
Portfolio of Investments July 31, 2025
(continued)
NUGO
4
Part F of Form N-PORT was prepared in accordance with U.S. generally accepted accounting principles (“U.S. GAAP”) and in conformity with the
applicable rules and regulations of the U.S. Securities and Exchange Commission (“SEC”) related to interim filings. Part F of Form N-PORT does not
include all information and footnotes required by U.S. GAAP for complete financial statements. Certain footnote disclosures normally included in
financial statements prepared in accordance with U.S. GAAP have been condensed or omitted from this report pursuant to the rules of the SEC. For
a full set of the Fund’s notes to financial statements, please refer to the Fund’s most recently filed annual or semi-annual report.
Fair Value Measurements
The Fund’s investments in securities are recorded at their estimated fair value utilizing valuation methods approved by the Board of Directors/
Trustees. Fair value is defined as the price that would be received upon selling an investment or transferring a liability in an orderly transaction to an
independent buyer in the principal or most advantageous market for the investment. U.S. GAAP establishes the three-tier hierarchy which is used to
maximize the use of observable market data and minimize the use of unobservable inputs and to establish classification of fair value measurements
for disclosure purposes. Observable inputs reflect the assumptions market participants would use in pricing the asset or liability. Observable inputs
are based on market data obtained from sources independent of the reporting entity. Unobservable inputs reflect management’s assumptions about
the assumptions market participants would use in pricing the asset or liability. Unobservable inputs are based on the best information available in the
circumstances. The following is a summary of the three-tiered hierarchy of valuation input levels.
Level 1 – Inputs are unadjusted and prices are determined using quoted prices in active markets for identical securities.
Level 2 – Prices are determined using other significant observable inputs (including quoted prices for similar securities, interest rates, credit
spreads, etc.).
Level 3 – Prices are determined using significant unobservable inputs (including management’s assumptions in determining the fair value of
investments).
The following table summarizes the market value of the Fund's investments as of the end of the reporting period, based on the inputs used to value
them:
SHARES
DESCRIPTION
VALUE
SOFTWARE & SERVICES
(continued)
28,737
(a)
Zscaler Inc
$
8,206,138
TOTAL SOFTWARE & SERVICES
553,581,468
TECHNOLOGY HARDWARE & EQUIPMENT - 6.9%
647,954
Apple Inc
134,495,812
440,329
(a)
Arista Networks Inc
54,257,339
TOTAL TECHNOLOGY HARDWARE & EQUIPMENT
188,753,151
TRANSPORTATION - 0.9%
278,186
(a)
Uber Technologies Inc
24,410,821
TOTAL TRANSPORTATION
24,410,821
UTILITIES - 0.9%
121,908
Vistra Corp
25,422,694
TOTAL UTILITIES
25,422,694
TOTAL LONG-TERM INVESTMENTS
(Cost $1,610,614,260)
2,665,708,836
OTHER ASSETS & LIABILITIES, NET - 3.0%
82,326,218
NET ASSETS - 100%
$
2,748,035,054
(a)
Non-income producing; issuer has not declared an ex-dividend date within the past twelve months.
NUGO
Level 1
Level 2
Level 3
Total
Long-Term Investments:
Common Stocks
$
2,665,708,836
$
$
$
2,665,708,836
Total
$
2,665,708,836
$
$
$
2,665,708,836
a
5
Portfolio of Investments July 31, 2025
NWLG
(Unaudited)
SHARES
DESCRIPTION
VALUE
LONG-TERM INVESTMENTS - 99.3%    
10588724
COMMON STOCKS - 99.3%
10588724
AUTOMOBILES & COMPONENTS - 1.3%
460
(a)
Tesla Inc
$
141,804
TOTAL AUTOMOBILES & COMPONENTS
141,804
CAPITAL GOODS - 8.7%
132
(a)
Axon Enterprise Inc
99,725
300
Comfort Systems USA Inc
210,990
412
General Electric Co
111,685
599
Howmet Aerospace Inc
107,682
507
Trane Technologies PLC
222,107
1,180
Vertiv Holdings Co, Class A
171,808
TOTAL CAPITAL GOODS
923,997
COMMERCIAL & PROFESSIONAL SERVICES - 1.2%
410
Automatic Data Processing Inc
126,895
TOTAL COMMERCIAL & PROFESSIONAL SERVICES
126,895
CONSUMER DISCRETIONARY DISTRIBUTION & RETAIL - 7.1%
3,213
(a)
Amazon.com Inc
752,196
TOTAL CONSUMER DISCRETIONARY DISTRIBUTION & RETAIL
752,196
CONSUMER DURABLES & APPAREL - 0.6%
1,290
(a)
On Holding AG, Class A
62,655
TOTAL CONSUMER DURABLES & APPAREL
62,655
CONSUMER SERVICES - 3.7%
22
Booking Holdings Inc
121,089
585
(a)
DoorDash Inc, Class A
146,396
470
Hilton Worldwide Holdings Inc
125,998
TOTAL CONSUMER SERVICES
393,483
FINANCIAL SERVICES - 9.1%
630
Ares Management Corp, Class A
116,884
302
LPL Financial Holdings Inc
119,511
522
Mastercard Inc
295,697
245
Moody's Corp
126,354
915
Visa Inc, Class A
316,105
TOTAL FINANCIAL SERVICES
974,551
HEALTH CARE EQUIPMENT & SERVICES - 3.7%
566
(a)
Intuitive Surgical Inc
272,297
289
Stryker Corp
113,499
TOTAL HEALTH CARE EQUIPMENT & SERVICES
385,796
MATERIALS - 1.2%
507
Ecolab Inc
132,712
TOTAL MATERIALS
132,712
MEDIA & ENTERTAINMENT - 7.8%
681
Meta Platforms Inc
526,713
144
(a)
Netflix Inc
166,953
226
(a)
Spotify Technology SA
141,598
TOTAL MEDIA & ENTERTAINMENT
835,264
PHARMACEUTICALS, BIOTECHNOLOGY & LIFE SCIENCES - 5.0%
367
(a)
Alnylam Pharmaceuticals Inc
143,952
530
Danaher Corp
104,495
391
Eli Lilly & Co
289,367
TOTAL PHARMACEUTICALS, BIOTECHNOLOGY & LIFE SCIENCES
537,814
SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT - 17.9%
1,512
Broadcom Inc
444,074
1,574
Lam Research Corp
149,278
6,794
NVIDIA Corp
1,208,449
601
Texas Instruments Inc
108,817
TOTAL SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT
1,910,618
SOFTWARE & SERVICES - 26.8%
445
(a)
Cadence Design Systems Inc
162,234
368
Intuit Inc
288,928
2,550
Microsoft Corp
1,360,425
530
Oracle Corp
134,498
Portfolio of Investments July 31, 2025
(continued)
NWLG
6
Part F of Form N-PORT was prepared in accordance with U.S. generally accepted accounting principles (“U.S. GAAP”) and in conformity with the
applicable rules and regulations of the U.S. Securities and Exchange Commission (“SEC”) related to interim filings. Part F of Form N-PORT does not
include all information and footnotes required by U.S. GAAP for complete financial statements. Certain footnote disclosures normally included in
financial statements prepared in accordance with U.S. GAAP have been condensed or omitted from this report pursuant to the rules of the SEC. For
a full set of the Fund’s notes to financial statements, please refer to the Fund’s most recently filed annual or semi-annual report.
Fair Value Measurements
The Fund’s investments in securities are recorded at their estimated fair value utilizing valuation methods approved by the Board of Directors/
Trustees. Fair value is defined as the price that would be received upon selling an investment or transferring a liability in an orderly transaction to an
independent buyer in the principal or most advantageous market for the investment. U.S. GAAP establishes the three-tier hierarchy which is used to
maximize the use of observable market data and minimize the use of unobservable inputs and to establish classification of fair value measurements
for disclosure purposes. Observable inputs reflect the assumptions market participants would use in pricing the asset or liability. Observable inputs
are based on market data obtained from sources independent of the reporting entity. Unobservable inputs reflect management’s assumptions about
the assumptions market participants would use in pricing the asset or liability. Unobservable inputs are based on the best information available in the
circumstances. The following is a summary of the three-tiered hierarchy of valuation input levels.
Level 1 – Inputs are unadjusted and prices are determined using quoted prices in active markets for identical securities.
Level 2 – Prices are determined using other significant observable inputs (including quoted prices for similar securities, interest rates, credit
spreads, etc.).
Level 3 – Prices are determined using significant unobservable inputs (including management’s assumptions in determining the fair value of
investments).
The following table summarizes the market value of the Fund's investments as of the end of the reporting period, based on the inputs used to value
them:
SHARES
DESCRIPTION
VALUE
SOFTWARE & SERVICES
(continued)
7,010
(a)
SailPoint Inc
$
156,603
307
(a)
ServiceNow Inc
289,538
1,461
(a)
Shopify Inc, Class A
178,549
1,285
(a)
Snowflake Inc
287,198
TOTAL SOFTWARE & SERVICES
2,857,973
TECHNOLOGY HARDWARE & EQUIPMENT - 5.2%
2,664
Apple Inc
552,966
TOTAL TECHNOLOGY HARDWARE & EQUIPMENT
552,966
TOTAL LONG-TERM INVESTMENTS
(Cost $7,329,118)
10,588,724
OTHER ASSETS & LIABILITIES, NET - 0.7%
73,766
NET ASSETS - 100%
$
10,662,490
(a)
Non-income producing; issuer has not declared an ex-dividend date within the past twelve months.
NWLG
Level 1
Level 2
Level 3
Total
Long-Term Investments:
Common Stocks
$
10,588,724
$
$
$
10,588,724
Total
$
10,588,724
$
$
$
10,588,724
a