| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| NVDA | NVIDIA Corporation | 78.5 | ¤4,775,193 | US |
| GOOGL | Alphabet Inc. Class A | 74.2 | ¤4,027,212 | US |
| AAPL | Apple Inc. | 66.7 | ¤3,799,909 | US |
| MSFT | Microsoft Corporation | 73.4 | ¤2,919,090 | US |
| AMZN | Amazon.com, Inc. | 63.4 | ¤2,673,205 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| BCO | Brink's Company | 58.6 | ¤4,388 | US |
| KBR | KBR, Inc. | 58.4 | ¤4,598 | US |
| BDC | Belden Inc. | 59.4 | ¤5,047 | US |
| MRP | Millrose Properties Inc Class A | 61.2 | ¤5,115 | US |
| CHE | Chemed Corporation | 48.0 | ¤5,181 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| MSFT | Microsoft Corporation | 73.4 | 34 | US |
| AAPL | Apple Inc. | 66.7 | 33 | US |
| GOOGL | Alphabet Inc. Class A | 74.2 | 33 | US |
| MA | Mastercard Incorporated Class A | 67.3 | 27 | US |
| AMGN | Amgen Inc. | 65.4 | 24 | US |
| JNJ | Johnson & Johnson | 62.9 | 24 | US |
| V | Visa Inc. Class A | 66.6 | 24 | US |
| META | Meta Platforms Inc Class A | 75.2 | 22 | US |
| ORCL | Oracle Corporation | 71.6 | 22 | US |
| JPM | JPMorgan Chase & Co. | 61.2 | 21 | US |
| Average Market Cap | ¤344,988 |
| Median Market Cap | ¤19,255 |
| Avg. 3 Mo. Dollar Vol. | ¤1,932,107,449 |
| Avg. 3 Mo. Trading Vol. | 10,791,481 |
| Last Rebalance Date | 03/23/2026 |
| Companies Replaced | 59 |
| Biggest Sector Increase | Financials |
| Biggest Sector Decrease | Health Care |
| Trailing P/E Ratio (12 Mo.) | 22.7 |
| Forward P/E Ratio (12 Mo.) | 15.9 |
| Price/Book Ratio | 4.7 |
| Avg. Revenue Chg. - 3 Yr | 33.6% |
| Avg. Op. Income Chg. - 3 Yr. | 51.5% |
| Avg. EPS Growth - 3 Yr. | 17.6% |
| Avg. EPS Growth - 1 Yr. | 17.6% |
| Avg. Operating Margin | 24.2% |
| Avg. LT Debt to Total Capital | 38.3% |
| Avg. Return on Equity | 20.1% |
| Dividend Yield | 0.7% |
| US Balanced Core Select 90 Portfolio | 62.11 |
| United States Of America | 91.11% |
| United Kingdom | 2.22% |
| Ireland | 1.11% |
| Israel | 1.11% |
| Bermuda | 1.11% |
| Switzerland | 1.11% |
| Finland | 1.11% |
