MarketGrader US Core Select 50 Portfolio


Five Largest Companies
Symbol Name Grade Market Cap Country
NVDA NVIDIA Corporation 78.8 ¤4,492,827 US
GOOGL Alphabet Inc. Class A 75.4 ¤3,718,376 US
MSFT Microsoft Corporation 73.8 ¤2,983,024 US
AMZN Amazon.com, Inc. 64.3 ¤2,232,000 US
META Meta Platforms Inc Class A 75.4 ¤1,661,945 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
INTU Intuit Inc. 74.2 ¤109,757 US
CMCSA Comcast Corporation Class A 58.7 ¤110,994 US
NOW ServiceNow, Inc. 59.7 ¤114,328 US
HCA HCA Healthcare Inc 53.7 ¤117,598 US
VRTX Vertex Pharmaceuticals Incorporated 65.3 ¤121,969 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
MSFT Microsoft Corporation 73.8 33 US
GOOGL Alphabet Inc. Class A 75.4 32 US
MA Mastercard Incorporated Class A 67.3 25 US
JNJ Johnson & Johnson 63.4 24 US
QCOM QUALCOMM Incorporated 53.1 23 US
V Visa Inc. Class A 66.3 23 US
ORCL Oracle Corporation 62.1 22 US
META Meta Platforms Inc Class A 75.4 21 US
JPM JPMorgan Chase & Co. 62.0 20 US
CSCO Cisco Systems, Inc. 51.9 18 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤602,909
Median Market Cap ¤294,956
Avg. 3 Mo. Dollar Vol. ¤3,460,249,491
Avg. 3 Mo. Trading Vol. 17,622,176
Last Rebalance Date 09/22/2025
Companies Replaced 13
Biggest Sector Increase Technology
Biggest Sector Decrease Consumer Discretionary

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 28.4
Forward P/E Ratio (12 Mo.) 22.2
Price/Book Ratio 7.3
Avg. Revenue Chg. - 3 Yr 32.4%
Avg. Op. Income Chg. - 3 Yr. 49.4%
Avg. EPS Growth - 3 Yr. 16.1%
Avg. EPS Growth - 1 Yr. 17.2%
Avg. Operating Margin 26.1%
Avg. LT Debt to Total Capital 39.9%
Avg. Return on Equity 30.2%
Dividend Yield 0.8%
Index Average Grade
59.74
Country Breakdown
United States Of America 100.0%
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