MarketGrader US Core Select 50 Portfolio


Five Largest Companies
Symbol Name Grade Market Cap Country
NVDA NVIDIA Corporation 83.4 ¤5,349,477 US
AAPL Apple Inc. 61.7 ¤5,020,259 US
GOOGL Alphabet Inc. Class A 76.9 ¤4,094,115 US
MSFT Microsoft Corporation 78.0 ¤3,957,447 US
AMZN Amazon.com, Inc. 75.9 ¤2,830,002 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
SCHW Charles Schwab Corp 58.6 ¤158,477 US
TMUS T-Mobile US, Inc. 54.8 ¤164,923 US
PEP PepsiCo, Inc. 62.4 ¤183,561 US
APH Amphenol Corporation Class A 75.5 ¤195,305 US
CRM Salesforce, Inc. 73.6 ¤198,985 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
MSFT Microsoft Corporation 78.0 35 US
AAPL Apple Inc. 61.7 34 US
GOOGL Alphabet Inc. Class A 76.9 34 US
MA Mastercard Incorporated Class A 65.2 27 US
JNJ Johnson & Johnson 43.1 26 US
V Visa Inc. Class A 61.3 25 US
ORCL Oracle Corporation 69.8 24 US
AMGN Amgen Inc. 67.6 23 US
META Meta Platforms Inc Class A 68.1 23 US
HD Home Depot, Inc. 53.1 22 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤827,961
Median Market Cap ¤324,534
Avg. 3 Mo. Dollar Vol. ¤4,534,367,047
Avg. 3 Mo. Trading Vol. 14,801,732
Last Rebalance Date 09/21/2026
Companies Replaced 10
Biggest Sector Increase Technology
Biggest Sector Decrease Health Care

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 27.2
Forward P/E Ratio (12 Mo.) 21.8
Price/Book Ratio 8.4
Avg. Revenue Chg. - 3 Yr 30.2%
Avg. Op. Income Chg. - 3 Yr. 54.0%
Avg. EPS Growth - 3 Yr. 15.9%
Avg. EPS Growth - 1 Yr. 15.9%
Avg. Operating Margin 25.9%
Avg. LT Debt to Total Capital 43.0%
Avg. Return on Equity 34.5%
Dividend Yield 0.7%
Index Average Grade
62.37
Country Breakdown
United States Of America 100.0%
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