MarketGrader US Core Portfolio


Five Largest Companies
Symbol Name Grade Market Cap Country
NVDA NVIDIA Corporation 79.8 ¤4,342,956 US
MSFT Microsoft Corporation 71.9 ¤3,770,327 US
GOOGL Alphabet Inc. Class A 77.2 ¤2,492,452 US
AMZN Amazon.com, Inc. 66.8 ¤2,440,556 US
META Meta Platforms Inc Class A 81.0 ¤1,896,002 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
SRPT Sarepta Therapeutics, Inc. 50.3 ¤1,976 US
SAM Boston Beer Company, Inc. Class A 56.0 ¤2,435 US
OGN Organon & Co. 45.3 ¤2,451 US
BSM Black Stone Minerals LP 66.1 ¤2,616 US
BHF Brighthouse Financial, Inc. 44.1 ¤2,691 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
GOOGL Alphabet Inc. Class A 77.2 35 US
UNP Union Pacific Corporation 56.3 35 US
CTSH Cognizant Technology Solutions Corporati 63.2 34 US
MA Mastercard Incorporated Class A 63.6 34 US
MSFT Microsoft Corporation 71.9 34 US
NKE NIKE, Inc. Class B 47.8 34 US
PAYX Paychex, Inc. 55.8 34 US
TJX TJX Companies Inc 53.4 34 US
AMGN Amgen Inc. 61.9 33 US
JNJ Johnson & Johnson 64.4 33 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤146,353
Median Market Cap ¤20,425
Avg. 3 Mo. Dollar Vol. ¤768,220,822
Avg. 3 Mo. Trading Vol. 5,287,270
Last Rebalance Date 03/24/2025
Companies Replaced 151
Biggest Sector Increase Financials
Biggest Sector Decrease Energy

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 21.9
Forward P/E Ratio (12 Mo.) 16.0
Price/Book Ratio 3.9
Avg. Revenue Chg. - 3 Yr 25.7%
Avg. Op. Income Chg. - 3 Yr. 39.7%
Avg. EPS Growth - 3 Yr. 11.9%
Avg. EPS Growth - 1 Yr. 15.4%
Avg. Operating Margin 20.8%
Avg. LT Debt to Total Capital 41.6%
Avg. Return on Equity 20.0%
Dividend Yield 0.9%
Index Average Grade
US Core Portfolio 59.82
Country Breakdown
United States Of America 95.21%
United Kingdom 1.01%
Ireland 1.01%
Bermuda 0.76%
Sweden 0.5%
Switzerland 0.25%
Cyprus 0.25%
Luxembourg 0.25%
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