MarketGrader US Growth Compounding Portfolio


Five Largest Companies
Symbol Name Grade Market Cap Country
NVDA NVIDIA Corporation 80.3 ¤5,144,920 US
GOOGL Alphabet Inc. Class A 80.1 ¤4,711,110 US
AAPL Apple Inc. 66.0 ¤4,565,578 US
MSFT Microsoft Corporation 75.3 ¤3,065,490 US
AMZN Amazon.com, Inc. 71.8 ¤2,924,318 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
ADMA ADMA Biologics, Inc. 68.0 ¤1,836 US
HNI HNI Corporation 29.9 ¤2,276 US
CARG CarGurus, Inc. Class A 60.0 ¤2,606 US
KMT Kennametal Inc. 68.3 ¤2,649 US
KD Kyndryl Holdings Incorporation 36.7 ¤2,654 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
GOOGL Alphabet Inc. Class A 80.1 37 US
TXN Texas Instruments Incorporated 67.6 37 US
UNP Union Pacific Corporation 59.1 37 US
AAPL Apple Inc. 66.0 36 US
CTSH Cognizant Technology Solutions Corporati 56.2 36 US
MA Mastercard Incorporated Class A 64.8 36 US
MSFT Microsoft Corporation 75.3 36 US
TJX TJX Companies Inc 67.6 36 US
AMGN Amgen Inc. 62.2 35 US
JNJ Johnson & Johnson 51.6 35 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤154,336
Median Market Cap ¤22,391
Avg. 3 Mo. Dollar Vol. ¤920,862,581
Avg. 3 Mo. Trading Vol. 6,298,302
Last Rebalance Date 03/23/2026
Companies Replaced 116
Biggest Sector Increase Telecommunications
Biggest Sector Decrease Health Care

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 21.1
Forward P/E Ratio (12 Mo.) 14.6
Price/Book Ratio 4.3
Avg. Revenue Chg. - 3 Yr 28.8%
Avg. Op. Income Chg. - 3 Yr. 50.0%
Avg. EPS Growth - 3 Yr. 13.9%
Avg. EPS Growth - 1 Yr. 13.1%
Avg. Operating Margin 22.5%
Avg. LT Debt to Total Capital 40.1%
Avg. Return on Equity 21.6%
Dividend Yield 0.9%
Index Average Grade
US Growth Compounding Portfolio 61.69
Country Breakdown
United States Of America 94.64%
Bermuda 1.58%
United Kingdom 0.63%
Israel 0.63%
Luxembourg 0.32%
Sweden 0.32%
Ireland 0.32%
Switzerland 0.32%
Cyprus 0.32%
Finland 0.32%
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