| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| NVDA | NVIDIA Corporation | 84.2 | ¤5,154,990 | US |
| AAPL | Apple Inc. | 62.8 | ¤4,851,258 | US |
| GOOGL | Alphabet Inc. Class A | 76.9 | ¤4,193,300 | US |
| MSFT | Microsoft Corporation | 78.7 | ¤3,640,747 | US |
| AMZN | Amazon.com, Inc. | 75.9 | ¤2,652,998 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| VNT | Vontier Corp | 51.7 | ¤4,263 | US |
| BDC | Belden Inc. | 64.0 | ¤4,397 | US |
| BCO | Brink's Company | 55.3 | ¤4,466 | US |
| KBR | KBR, Inc. | 61.0 | ¤4,614 | US |
| SON | Sonoco Products Company | 53.3 | ¤4,787 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| MSFT | Microsoft Corporation | 78.7 | 34 | US |
| AAPL | Apple Inc. | 62.8 | 33 | US |
| GOOGL | Alphabet Inc. Class A | 76.9 | 33 | US |
| MA | Mastercard Incorporated Class A | 65.9 | 27 | US |
| AMGN | Amgen Inc. | 67.8 | 24 | US |
| JNJ | Johnson & Johnson | 54.5 | 24 | US |
| V | Visa Inc. Class A | 62.2 | 24 | US |
| META | Meta Platforms Inc Class A | 66.9 | 22 | US |
| ORCL | Oracle Corporation | 69.8 | 22 | US |
| JPM | JPMorgan Chase & Co. | 68.9 | 21 | US |
| Average Market Cap | ¤381,775 |
| Median Market Cap | ¤20,013 |
| Avg. 3 Mo. Dollar Vol. | ¤2,220,553,041 |
| Avg. 3 Mo. Trading Vol. | 10,599,908 |
| Last Rebalance Date | 03/23/2026 |
| Companies Replaced | 59 |
| Biggest Sector Increase | Financials |
| Biggest Sector Decrease | Health Care |
| Trailing P/E Ratio (12 Mo.) | 22.4 |
| Forward P/E Ratio (12 Mo.) | 16.3 |
| Price/Book Ratio | 4.7 |
| Avg. Revenue Chg. - 3 Yr | 32.9% |
| Avg. Op. Income Chg. - 3 Yr. | 59.5% |
| Avg. EPS Growth - 3 Yr. | 19.6% |
| Avg. EPS Growth - 1 Yr. | 13.6% |
| Avg. Operating Margin | 24.4% |
| Avg. LT Debt to Total Capital | 39.0% |
| Avg. Return on Equity | 20.8% |
| Dividend Yield | 0.7% |
| US Balanced Core Select 90 Portfolio | 62.6 |
| 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% |
