MarketGrader US Growth Compounding Portfolio


Five Largest Companies
Symbol Name Grade Market Cap Country
NVDA NVIDIA Corporation 80.3 ¤5,019,322 US
GOOGL Alphabet Inc. Class A 80.5 ¤4,522,342 US
AAPL Apple Inc. 66.0 ¤4,395,058 US
MSFT Microsoft Corporation 75.3 ¤2,925,538 US
AMZN Amazon.com, Inc. 71.8 ¤2,646,246 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
ADMA ADMA Biologics, Inc. 67.8 ¤1,989 US
HNI HNI Corporation 29.9 ¤2,361 US
KD Kyndryl Holdings Incorporation 33.2 ¤2,646 US
CARG CarGurus, Inc. Class A 60.0 ¤2,686 US
KMT Kennametal Inc. 68.3 ¤2,782 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
GOOGL Alphabet Inc. Class A 80.5 37 US
TXN Texas Instruments Incorporated 67.6 37 US
UNP Union Pacific Corporation 59.6 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 67.2 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 ¤153,336
Median Market Cap ¤21,939
Avg. 3 Mo. Dollar Vol. ¤994,425,505
Avg. 3 Mo. Trading Vol. 6,398,962
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.) 20.9
Forward P/E Ratio (12 Mo.) 14.6
Price/Book Ratio 4.4
Avg. Revenue Chg. - 3 Yr 28.8%
Avg. Op. Income Chg. - 3 Yr. 50.0%
Avg. EPS Growth - 3 Yr. 14.1%
Avg. EPS Growth - 1 Yr. 13.1%
Avg. Operating Margin 22.6%
Avg. LT Debt to Total Capital 40.1%
Avg. Return on Equity 21.7%
Dividend Yield 1%
Index Average Grade
US Growth Compounding Portfolio 61.87
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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