Large-Cap Core Stocks
Stocks of large-cap companies where neither growth nor value characteristics predominate. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large cap.
Name
|
Ticker
|
Price $
|
Market Return YTD %
|
Market Return 1Y %
|
Market Return 3Y %
|
Fair Value Uncertainty Rating
|
Fair Value $
|
Morningstar Rating for Stocks
|
|---|---|---|---|---|---|---|---|---|
| Abbott Laboratories | ABT | 88.25 | 2.43 | 15.69 | 25.49 | Rptxvq | 20.90 | |
| Activision Blizzard Inc | ATVI | 69.81 | 18.18 | 61.02 | 5.94 | Tykc | 46.40 | |
| Agilent Technologies Inc | A | 91.14 | 7.04 | 35.14 | 15.16 | Qgzwbk | 82.10 | |
| Air Products & Chemicals Inc | APD | 243.97 | 4.39 | 16.45 | 20.56 | Fvbpxn | 273.40 | |
| Alexion Pharmaceuticals Inc | ALXN | 113.68 | 5.11 | −3.28 | 3.74 | Hntd | 811.80 | |
| American Express Co | AXP | 106.54 | −13.73 | −7.39 | 12.28 | Rmwxmt | 941.20 | |
| Amphenol Corp Class A | APH | 101.57 | −5.92 | 14.49 | 11.31 | Djljhr | 4.50 | |
| Analog Devices Inc | ADI | 122.38 | 4.02 | 23.50 | 16.84 | Wrnvvq | 918.60 | |
| Anthem Inc | ANTM | 282.09 | −6.29 | 2.01 | 15.80 | Dshdsw | 717.40 | |
| Apple Inc | AAPL | 322.32 | 10.30 | 81.17 | 28.65 | Qggp | 430.00 | |
| Applied Materials Inc | AMAT | 58.13 | −4.06 | 45.92 | 8.81 | Wtkf | 8.60 | |
| AutoZone Inc | AZO | 1,134.80 | −4.74 | 9.51 | 22.21 | Bgznhv | 403.10 | |
| Ball Corp | BLL | 75.40 | 17.06 | 20.46 | 22.94 | Hcyyzr | 81.20 | |
| Baxter International Inc | BAX | 88.63 | 6.55 | 17.77 | 15.07 | Dhwdpd | 47.30 | |
| Becton, Dickinson and Co | BDX | 243.55 | −10.16 | 4.87 | 9.38 | Xlwszc | 570.70 | |
| Berkshire Hathaway Inc Class A | BRK.A | 287,878.00 | −15.23 | −5.30 | 4.86 | Fbsdpw | 774,890.30 | |
| Blackstone Group Inc | BX | 58.49 | 6.35 | 51.91 | 24.37 | Tfmz | 70.34 | |
| Bristol-Myers Squibb Company | BMY | 60.89 | −3.74 | 34.27 | 6.18 | Mrqzbt | 96.50 | |
| Brown-Forman Corp Class B | BF.B | 65.40 | −3.00 | 27.62 | 17.50 | Qxnngm | 20.80 | |
| Caterpillar Inc | CAT | 128.96 | −11.28 | 9.01 | 9.64 | Ryrh | 744.80 | |
| Centene Corp | CNC | 64.39 | 2.42 | 19.37 | 19.65 | Lvwf | 19.90 | |
| Charles Schwab Corp | SCHW | 41.68 | −11.61 | −3.33 | 3.62 | Wtmn | 35.20 | |
| Chevron Corp | CVX | 96.28 | −17.97 | −13.69 | 2.26 | Dysh | 41.50 | |
| Cigna Corp | CI | 202.39 | −1.01 | 31.41 | 7.18 | Rhyl | 333.70 | |
| Clorox Co | CLX | 204.25 | 34.41 | 36.45 | 16.29 | Djw | 348.30 | |
| CME Group Inc Class A | CME | 184.51 | −7.65 | −2.49 | 19.77 | Tsbzpx | 84.40 | |
| ConocoPhillips | COP | 44.71 | −29.96 | −21.70 | 3.15 | Ffzx | 69.40 | |
| Constellation Brands Inc A | STZ | 175.73 | −6.60 | −3.10 | −0.14 | Cflgrq | 660.60 | |
| Costco Wholesale Corp | COST | 310.75 | 6.19 | 27.60 | 20.65 | Nhkwcl | 452.70 | |
| Danaher Corp | DHR | 168.79 | 10.09 | 27.96 | 25.27 | Ktgjkd | 998.10 | |
| Digital Realty Trust Inc | DLR | 136.96 | 15.32 | 25.28 | 7.61 | Hwfv | 246.10 | |
| Dollar General Corp | DG | 185.88 | 19.61 | 44.00 | 33.90 | Srrcdx | 937.00 | |
| eBay Inc | EBAY | 49.36 | 37.58 | 36.73 | 12.46 | Nhmn | 15.30 | |
| Ecolab Inc | ECL | 222.00 | 15.28 | 17.57 | 19.14 | Sfmtdc | 853.60 | |
| Electronic Arts Inc | EA | 117.18 | 8.99 | 24.49 | 0.77 | Dwjy | 596.70 | |
| Eli Lilly and Co | LLY | 150.71 | 15.80 | 30.55 | 25.41 | Zfvqjc | 334.50 | |
| EOG Resources Inc | EOG | 55.15 | −33.37 | −33.10 | −13.56 | Dvvh | 6.50 | |
| Fidelity National Information Services Inc | FIS | 136.27 | −1.78 | 14.50 | 17.38 | Wncf | 50.30 | |
| General Motors Co | GM | 29.16 | −19.29 | −14.13 | −0.71 | Hvrz | 51.40 | |
| Global Payments Inc | GPN | 183.51 | 0.63 | 20.07 | 25.82 | Bmfv | 892.30 | |
| Humana Inc | HUM | 392.27 | 7.20 | 56.05 | 19.36 | Cwzxrq | 860.20 | |
| Illinois Tool Works Inc | ITW | 178.72 | 0.09 | 26.01 | 9.72 | Qbqwct | 673.10 | |
| Intercontinental Exchange Inc | ICE | 95.79 | 3.82 | 15.64 | 17.86 | Jggdjc | 10.50 | |
| IQVIA Holdings Inc | IQV | 151.21 | −2.14 | 11.54 | 19.81 | Kntdqb | 475.70 | |
| Keurig Dr Pepper Inc | KDP | 28.42 | −0.79 | 3.38 | 13.44 | Jcblsb | 31.60 | |
| KKR & Co Inc Ordinary Shares | KKR | 30.31 | 4.80 | 30.76 | 19.48 | Hcwy | 57.62 | |
| KLA Corp | KLAC | 186.29 | 5.51 | 80.01 | 22.60 | Vntl | 529.90 | |
| L3Harris Technologies Inc | LHX | 199.48 | 1.67 | 5.51 | 22.20 | Jchxzy | 966.61 | |
| Lam Research Corp | LRCX | 291.84 | 0.20 | 64.28 | 24.00 | Xgxt | 143.90 | |
| Las Vegas Sands Corp | LVS | 52.35 | −23.03 | −0.31 | −0.61 | Szxz Gptx | 58.90 | |
| Liberty Broadband Corp A | LBRDA | 133.64 | 7.29 | 34.76 | 13.67 | Dyrj | 260.70 | |
| Lockheed Martin Corp | LMT | 403.67 | 4.90 | 18.24 | 15.09 | Wtggbq | 119.30 | |
| Lowe's Companies Inc | LOW | 128.68 | 8.37 | 35.16 | 18.78 | Ydlhtz | 543.50 | |
| Marsh & McLennan Companies Inc | MMC | 108.72 | −1.60 | 14.01 | 13.63 | Rqdpmy | 594.80 | |
| McCormick & Co Inc Non-Voting | MKC | 170.77 | 0.98 | 13.08 | 18.92 | Srh | 405.30 | |
| McDonald's Corp | MCD | 193.24 | −0.95 | −0.74 | 10.35 | Nzxsyr | 431.50 | |
| Merck & Co Inc | MRK | 81.55 | −9.66 | 3.44 | 10.29 | Yyjshs | 740.10 | |
| Microchip Technology Inc | MCHP | 106.85 | 2.74 | 28.55 | 9.66 | Pfxgsl | 898.40 | |
| Mondelez International Inc Class A | MDLZ | 51.29 | −6.36 | 0.51 | 4.76 | Qkqxgr | 62.30 | |
| Motorola Solutions Inc | MSI | 149.23 | −6.99 | −3.37 | 21.62 | Mhmtyh | 540.40 | |
| Newmont Corp | NEM | 55.90 | 29.55 | 65.05 | 19.79 | Wdhb Lyzq | 79.60 | |
| NextEra Energy Inc | NEE | 251.89 | 5.17 | 28.99 | 23.08 | Kcb | 84.70 | |
| Nike Inc B | NKE | 101.28 | 0.45 | 25.26 | 25.16 | Qtltyk | 13.00 | |
| Northrop Grumman Corp | NOC | 335.74 | −1.59 | 9.25 | 10.67 | Nqrsql | 782.20 | |
| Oracle Corp | ORCL | 52.85 | 0.66 | 3.44 | 6.64 | Jqrd | 61.60 | |
| O'Reilly Automotive Inc | ORLY | 413.85 | −5.57 | 10.39 | 18.95 | Tbfckp | 545.20 | |
| PACCAR Inc | PCAR | 75.69 | −3.50 | 15.52 | 10.28 | Lrynsl | 56.20 | |
| Paychex Inc | PAYX | 74.19 | −11.32 | −10.18 | 10.99 | Kyqvlv | 35.20 | |
| Prologis Inc | PLD | 93.35 | 5.37 | 27.36 | 20.41 | Ctzs | 51.20 | |
| Qualcomm Inc | QCOM | 86.04 | −1.04 | 30.27 | 16.81 | Mxxj Ssbr | 11.70 | |
| Sherwin-Williams Co | SHW | 575.16 | −0.98 | 33.24 | 19.37 | Pwrxpq | 602.60 | |
| Sirius XM Holdings Inc | SIRI | 6.45 | −9.42 | 20.63 | 6.32 | Zbcw | 7.30 | |
| Southern Copper Corp | SCCO | 38.08 | −8.95 | 11.40 | 6.81 | Nvryvs | 35.15 | |
| Starbucks Corp | SBUX | 78.74 | −9.51 | 2.31 | 8.69 | Mgyqcf | 43.10 | |
| Stryker Corp | SYK | 198.08 | −5.38 | 7.41 | 12.19 | Gwhtkh | 419.60 | |
| Target Corp | TGT | 119.96 | −5.41 | 42.81 | 31.76 | Jkpsxg | 9.90 | |
| Texas Instruments Inc | TXN | 128.58 | 1.63 | 21.01 | 18.71 | Pnlmmz | 594.60 | |
| The Hershey Co | HSY | 133.43 | −8.17 | 2.55 | 7.02 | Mmmzhb | 419.00 | |
| The Home Depot Inc | HD | 248.95 | 15.37 | 31.13 | 19.23 | Fvfydq | 107.20 | |
| The Walt Disney Co | DIS | 123.69 | −14.48 | −6.95 | 6.31 | Ydqh | 481.00 | |
| Thermo Fisher Scientific Inc | TMO | 348.15 | 7.23 | 30.22 | 25.69 | Hhtfbm | 102.90 | |
| TJX Companies Inc | TJX | 54.83 | −9.83 | 9.51 | 14.86 | Mkkgwk | 87.00 | |
| T-Mobile US Inc | TMUS | 100.17 | 27.74 | 32.34 | 13.60 | Wdfw | 22.70 | |
| UnitedHealth Group Inc | UNH | 298.08 | 1.76 | 25.60 | 19.87 | Zzqcwr | 724.60 | |
| Waste Management Inc | WM | 107.99 | −4.28 | −0.75 | 15.45 | Qwvyqw | 23.60 | |
| Yum Brands Inc | YUM | 94.99 | −4.77 | −9.54 | 10.43 | Hmbfzx | 365.30 | |
| Yum China Holdings Inc | YUMC | 49.61 | 3.58 | 22.75 | 8.30 | Nxvj | 93.10 |