MarketGrader US Core Select 50 Portfolio


Five Largest Companies
Symbol Name Grade Market Cap Country
NVDA NVIDIA Corporation 80.3 ¤5,019,322 US
GOOGL Alphabet Inc. Class A 80.5 ¤4,522,342 US
AAPL Apple Inc. 66.0 ¤4,395,058 US
MSFT Microsoft Corporation 75.3 ¤2,925,538 US
AMZN Amazon.com, Inc. 71.8 ¤2,646,246 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
CRM Salesforce, Inc. 70.7 ¤132,440 US
ISRG Intuitive Surgical, Inc. 72.2 ¤147,711 US
GILD Gilead Sciences, Inc. 71.5 ¤157,965 US
T AT&T Inc 52.7 ¤160,924 US
SCCO Southern Copper Corporation 75.7 ¤162,301 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
MSFT Microsoft Corporation 75.3 34 US
AAPL Apple Inc. 66.0 33 US
GOOGL Alphabet Inc. Class A 80.5 33 US
MA Mastercard Incorporated Class A 64.8 26 US
JNJ Johnson & Johnson 51.6 25 US
V Visa Inc. Class A 67.4 24 US
ORCL Oracle Corporation 65.8 23 US
AMGN Amgen Inc. 62.2 22 US
META Meta Platforms Inc Class A 76.8 22 US
JPM JPMorgan Chase & Co. 63.6 21 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤772,119
Median Market Cap ¤331,474
Avg. 3 Mo. Dollar Vol. ¤4,320,170,513
Avg. 3 Mo. Trading Vol. 17,942,220
Last Rebalance Date 03/23/2026
Companies Replaced 17
Biggest Sector Increase Consumer Staples
Biggest Sector Decrease Financials

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 28.6
Forward P/E Ratio (12 Mo.) 23.8
Price/Book Ratio 9.4
Avg. Revenue Chg. - 3 Yr 24.7%
Avg. Op. Income Chg. - 3 Yr. 49.6%
Avg. EPS Growth - 3 Yr. 16.7%
Avg. EPS Growth - 1 Yr. 13.8%
Avg. Operating Margin 27.0%
Avg. LT Debt to Total Capital 45.6%
Avg. Return on Equity 34.0%
Dividend Yield 1%
Index Average Grade
63.18
Country Breakdown
United States Of America 100.0%
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