| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| NVDA | NVIDIA Corporation | 79.8 | ¤4,342,956 | US |
| MSFT | Microsoft Corporation | 71.9 | ¤3,770,327 | US |
| GOOGL | Alphabet Inc. Class A | 77.2 | ¤2,492,452 | US |
| AMZN | Amazon.com, Inc. | 66.8 | ¤2,440,556 | US |
| META | Meta Platforms Inc Class A | 81.0 | ¤1,896,002 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| SRPT | Sarepta Therapeutics, Inc. | 50.3 | ¤1,976 | US |
| SAM | Boston Beer Company, Inc. Class A | 56.0 | ¤2,435 | US |
| OGN | Organon & Co. | 45.3 | ¤2,451 | US |
| BSM | Black Stone Minerals LP | 66.1 | ¤2,616 | US |
| BHF | Brighthouse Financial, Inc. | 44.1 | ¤2,691 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| GOOGL | Alphabet Inc. Class A | 77.2 | 35 | US |
| UNP | Union Pacific Corporation | 56.3 | 35 | US |
| CTSH | Cognizant Technology Solutions Corporati | 63.2 | 34 | US |
| MA | Mastercard Incorporated Class A | 63.6 | 34 | US |
| MSFT | Microsoft Corporation | 71.9 | 34 | US |
| NKE | NIKE, Inc. Class B | 47.8 | 34 | US |
| PAYX | Paychex, Inc. | 55.8 | 34 | US |
| TJX | TJX Companies Inc | 53.4 | 34 | US |
| AMGN | Amgen Inc. | 61.9 | 33 | US |
| JNJ | Johnson & Johnson | 64.4 | 33 | US |
| Average Market Cap | ¤146,353 |
| Median Market Cap | ¤20,425 |
| Avg. 3 Mo. Dollar Vol. | ¤768,220,822 |
| Avg. 3 Mo. Trading Vol. | 5,287,270 |
| Last Rebalance Date | 03/24/2025 |
| Companies Replaced | 151 |
| Biggest Sector Increase | Financials |
| Biggest Sector Decrease | Energy |
| Trailing P/E Ratio (12 Mo.) | 21.9 |
| Forward P/E Ratio (12 Mo.) | 16.0 |
| Price/Book Ratio | 3.9 |
| Avg. Revenue Chg. - 3 Yr | 25.7% |
| Avg. Op. Income Chg. - 3 Yr. | 39.7% |
| Avg. EPS Growth - 3 Yr. | 11.9% |
| Avg. EPS Growth - 1 Yr. | 15.4% |
| Avg. Operating Margin | 20.8% |
| Avg. LT Debt to Total Capital | 41.6% |
| Avg. Return on Equity | 20.0% |
| Dividend Yield | 0.9% |
| US Growth Compounding Portfolio | 59.82 |
| United States Of America | 95.21% |
| United Kingdom | 1.01% |
| Ireland | 1.01% |
| Bermuda | 0.76% |
| Sweden | 0.5% |
| Switzerland | 0.25% |
| Cyprus | 0.25% |
| Luxembourg | 0.25% |
