MarketGrader US Core Select 50 Portfolio


Five Largest Companies
Symbol Name Grade Market Cap Country
NVDA NVIDIA Corporation 79.6 ¤5,155,810 US
AAPL Apple Inc. 62.8 ¤4,522,742 US
GOOGL Alphabet Inc. Class A 77.3 ¤4,243,321 US
MSFT Microsoft Corporation 78.3 ¤3,651,217 US
AMZN Amazon.com, Inc. 75.9 ¤2,815,872 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
ISRG Intuitive Surgical, Inc. 67.2 ¤131,363 US
TJX TJX Companies Inc 62.8 ¤154,084 US
CRM Salesforce, Inc. 68.8 ¤168,460 US
NEE NextEra Energy, Inc. 58.6 ¤175,681 US
T AT&T Inc 56.7 ¤176,586 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
MSFT Microsoft Corporation 78.3 34 US
AAPL Apple Inc. 62.8 33 US
GOOGL Alphabet Inc. Class A 77.3 33 US
MA Mastercard Incorporated Class A 65.2 26 US
JNJ Johnson & Johnson 54.7 25 US
V Visa Inc. Class A 61.5 24 US
ORCL Oracle Corporation 66.8 23 US
AMGN Amgen Inc. 67.8 22 US
META Meta Platforms Inc Class A 67.7 22 US
JPM JPMorgan Chase & Co. 68.9 21 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤789,022
Median Market Cap ¤342,401
Avg. 3 Mo. Dollar Vol. ¤4,922,626,178
Avg. 3 Mo. Trading Vol. 18,574,142
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.) 27.4
Forward P/E Ratio (12 Mo.) 22.7
Price/Book Ratio 9.2
Avg. Revenue Chg. - 3 Yr 28.7%
Avg. Op. Income Chg. - 3 Yr. 47.3%
Avg. EPS Growth - 3 Yr. 15.2%
Avg. EPS Growth - 1 Yr. 14.4%
Avg. Operating Margin 27.0%
Avg. LT Debt to Total Capital 44.0%
Avg. Return on Equity 34.0%
Dividend Yield 1.1%
Index Average Grade
62.75
Country Breakdown
United States Of America 100.0%
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