Large-cap companies (those with a market cap between $10B to $200B) represent the market's established powerhouses. They are industry leaders with proven business models, significant competitive advantages, and the scale to shape entire sectors. These are companies that have survived multiple economic cycles and built durable franchises that generate predictable cash flows even in uncertain times.

While large-caps receive extensive Wall Street coverage, the real opportunity lies in identifying which giants are executing best within their industries. Some large-caps are defensive cash cows with growing dividends, others are innovation leaders reinventing massive markets, and a few are undervalued titans temporarily out of favor.

The best large-caps offer portfolio stability while still delivering meaningful returns through dividend growth, share buybacks, and market expansion.

Below are the highest rated large-cap stocks in our research portfolio.