MarketGrader US Core Select 50 Portfolio


Five Largest Companies
Symbol Name Grade Market Cap Country
NVDA NVIDIA Corporation 78.5 ¤4,775,193 US
GOOGL Alphabet Inc. Class A 74.2 ¤4,027,212 US
AAPL Apple Inc. 66.7 ¤3,799,909 US
MSFT Microsoft Corporation 73.4 ¤2,919,090 US
AMZN Amazon.com, Inc. 63.4 ¤2,673,205 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
CRM Salesforce, Inc. 66.3 ¤158,119 US
SCCO Southern Copper Corporation 75.4 ¤158,390 US
ISRG Intuitive Surgical, Inc. 66.0 ¤165,942 US
ADI Analog Devices, Inc. 61.1 ¤170,188 US
GILD Gilead Sciences, Inc. 71.0 ¤174,329 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
MSFT Microsoft Corporation 73.4 34 US
AAPL Apple Inc. 66.7 33 US
GOOGL Alphabet Inc. Class A 74.2 33 US
MA Mastercard Incorporated Class A 67.3 26 US
JNJ Johnson & Johnson 62.9 25 US
V Visa Inc. Class A 66.6 24 US
ORCL Oracle Corporation 71.6 23 US
AMGN Amgen Inc. 65.4 22 US
META Meta Platforms Inc Class A 75.2 22 US
JPM JPMorgan Chase & Co. 61.2 21 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤709,054
Median Market Cap ¤313,984
Avg. 3 Mo. Dollar Vol. ¤3,904,296,125
Avg. 3 Mo. Trading Vol. 18,874,946
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.) 29.1
Forward P/E Ratio (12 Mo.) 23.3
Price/Book Ratio 7.7
Avg. Revenue Chg. - 3 Yr 28.6%
Avg. Op. Income Chg. - 3 Yr. 50.7%
Avg. EPS Growth - 3 Yr. 17.4%
Avg. EPS Growth - 1 Yr. 17.6%
Avg. Operating Margin 27.2%
Avg. LT Debt to Total Capital 47.6%
Avg. Return on Equity 34.4%
Dividend Yield 1.1%
Index Average Grade
62.38
Country Breakdown
United States Of America 100.0%
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