MarketGrader US Core Select 50 Portfolio


Five Largest Companies
Symbol Name Grade Market Cap Country
NVDA NVIDIA Corporation 80.3 ¤4,907,276 US
AAPL Apple Inc. 66.0 ¤4,644,450 US
GOOGL Alphabet Inc. Class A 80.5 ¤4,358,862 US
MSFT Microsoft Corporation 75.3 ¤2,855,191 US
AMZN Amazon.com, Inc. 71.8 ¤2,657,434 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
CRM Salesforce, Inc. 69.9 ¤133,088 US
SCCO Southern Copper Corporation 76.0 ¤145,532 US
ISRG Intuitive Surgical, Inc. 72.6 ¤145,756 US
T AT&T Inc 53.4 ¤146,193 US
TJX TJX Companies Inc 67.6 ¤166,699 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 51.2 25 US
V Visa Inc. Class A 67.2 24 US
ORCL Oracle Corporation 67.3 23 US
AMGN Amgen Inc. 61.8 22 US
META Meta Platforms Inc Class A 76.4 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 ¤775,530
Median Market Cap ¤317,789
Avg. 3 Mo. Dollar Vol. ¤4,832,837,035
Avg. 3 Mo. Trading Vol. 18,657,216
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.) 27.2
Forward P/E Ratio (12 Mo.) 22.8
Price/Book Ratio 9.0
Avg. Revenue Chg. - 3 Yr 24.7%
Avg. Op. Income Chg. - 3 Yr. 47.3%
Avg. EPS Growth - 3 Yr. 15.7%
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 1.1%
Index Average Grade
62.9
Country Breakdown
United States Of America 100.0%
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