MarketGrader US Core Select 50 Portfolio


Five Largest Companies
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

Five Smallest Companies
Symbol Name Grade Market Cap Country
ISRG Intuitive Surgical, Inc. 67.2 ¤135,055 US
TJX TJX Companies Inc 63.1 ¤135,120 US
SCCO Southern Copper Corporation 76.3 ¤160,324 US
NEE NextEra Energy, Inc. 59.7 ¤167,650 US
ADI Analog Devices, Inc. 63.1 ¤175,432 US

Companies with Most Selections Among Current Components
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 26 US
JNJ Johnson & Johnson 54.5 25 US
V Visa Inc. Class A 62.2 24 US
ORCL Oracle Corporation 69.8 23 US
AMGN Amgen Inc. 67.8 22 US
META Meta Platforms Inc Class A 66.9 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 ¤783,651
Median Market Cap ¤324,652
Avg. 3 Mo. Dollar Vol. ¤4,463,398,409
Avg. 3 Mo. Trading Vol. 17,135,496
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.) 26.5
Forward P/E Ratio (12 Mo.) 22.1
Price/Book Ratio 8.4
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. 14.5%
Avg. Operating Margin 27.0%
Avg. LT Debt to Total Capital 44.0%
Avg. Return on Equity 34.1%
Dividend Yield 1.1%
Index Average Grade
62.83
Country Breakdown
United States Of America 100.0%
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