| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 62.0 | ¤825,642 | US |
| GS | Goldman Sachs Group, Inc. | 45.4 | ¤278,633 | US |
| WFC | Wells Fargo & Company | 60.4 | ¤266,291 | US |
| TMUS | T-Mobile US, Inc. | 56.1 | ¤234,862 | US |
| LIN | Linde plc | 47.5 | ¤232,779 | GB |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| SBR | Sabine Royalty Trust | 65.5 | ¤1,064 | US |
| SAFT | Safety Insurance Group, Inc. | 51.6 | ¤1,158 | US |
| DMLP | Dorchester Minerals, L.P. | 46.6 | ¤1,231 | US |
| CSWC | Capital Southwest Corporation | 65.0 | ¤1,371 | US |
| GSL | Global Ship Lease, Inc. Class A | 78.0 | ¤1,445 | GR |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| PEP | PepsiCo, Inc. | 53.2 | 32 | US |
| JPM | JPMorgan Chase & Co. | 62.0 | 19 | US |
| MPLX | MPLX LP | 69.1 | 19 | US |
| AMGN | Amgen Inc. | 65.0 | 18 | US |
| EPD | Enterprise Products Partners L.P. | 54.0 | 17 | US |
| PNC | PNC Financial Services Group, Inc. | 65.0 | 17 | US |
| BX | Blackstone Inc. | 53.5 | 11 | US |
| PAA | Plains All American Pipeline, L.P. | 50.4 | 11 | US |
| GRMN | Garmin Ltd. | 74.3 | 10 | CH |
| ACN | Accenture Plc Class A | 60.8 | 9 | IE |
| Average Market Cap | ¤83,871 |
| Median Market Cap | ¤48,921 |
| Avg. 3 Mo. Dollar Vol. | ¤429,009,301 |
| Avg. 3 Mo. Trading Vol. | 2,522,412 |
| Last Rebalance Date | 09/22/2025 |
| Companies Replaced | 17 |
| Biggest Sector Increase | Utilities |
| Biggest Sector Decrease | Energy |
| Trailing P/E Ratio (12 Mo.) | 20.3 |
| Forward P/E Ratio (12 Mo.) | 17.0 |
| Price/Book Ratio | 3.9 |
| Avg. Revenue Chg. - 3 Yr | 19.5% |
| Avg. Op. Income Chg. - 3 Yr. | 37.8% |
| Avg. EPS Growth - 3 Yr. | 10.2% |
| Avg. EPS Growth - 1 Yr. | 12.6% |
| Avg. Operating Margin | 25.1% |
| Avg. LT Debt to Total Capital | 53.8% |
| Avg. Return on Equity | 18.2% |
| Dividend Yield | 3.3% |
| US Income 50 Index | 55.79 |
| United States Of America | 90.0% |
| Switzerland | 2.0% |
| United Kingdom | 2.0% |
| Greece | 2.0% |
| Ireland | 2.0% |
