S&P 500 Report – 2026-04-30


S&P 500 Report

Top Contributors

Market Summary

▶ The market is in a highly concentrated rally.

▶ Key drivers: GOOGL (9.11%), LLY (10.51%), AAPL (1.21%), AVGO (2.43%), CAT (10.31%). Top 5 names account for 30.6% of total index movement.

▶ Market breadth: 381 of 502 stocks advanced (▲ 75.9%) while 120 declined (▼ 23.9%). (1 unchanged)

Top 25

Ticker Return Contribution Share Impact_Efficiency Rank
GOOGL 9.11% 0.55% 52.03% 0.059906 1
LLY 10.51% 0.12% 11.07% 0.011033 2
AAPL 1.21% 0.08% 7.51% 0.064860 3
AVGO 2.43% 0.08% 7.29% 0.031433 4
CAT 10.31% 0.06% 6.07% 0.006166 5
TSLA 2.82% 0.05% 4.61% 0.017148 6
AMD 4.31% 0.04% 3.69% 0.008992 7
QCOM 14.08% 0.04% 3.65% 0.002720 8
WMT 3.02% 0.03% 2.65% 0.009179 9
ABBV 4.38% 0.03% 2.47% 0.005895 10
PWR 14.69% 0.02% 2.15% 0.001535 11
JPM 1.45% 0.02% 1.88% 0.013638 12
GLW 8.12% 0.02% 1.50% 0.001942 13
LRCX 2.88% 0.01% 1.39% 0.005077 14
AMZN 0.34% 0.01% 1.37% 0.042017 15
TXN 3.59% 0.01% 1.37% 0.003993 16
VRT 7.40% 0.01% 1.35% 0.001915 17
ETN 5.26% 0.01% 1.31% 0.002612 18
NFLX 2.03% 0.01% 1.23% 0.006362 19
DE 5.34% 0.01% 1.18% 0.002310 20
MO 6.54% 0.01% 1.17% 0.001875 21
NEE 3.71% 0.01% 1.13% 0.003205 22
CSCO 2.02% 0.01% 1.12% 0.005789 23
WDC 4.91% 0.01% 1.07% 0.002286 24
HD 2.10% 0.01% 1.05% 0.005253 25

Definitions:

Contribution – The weighted impact of a stock’s return on the overall index move
(weight × return). This reflects how much each stock actually moved the index.

Share – The proportion of total index movement attributable to a given stock.
Higher values indicate outsized influence relative to peers.

Impact Efficiency – The ratio of contribution to return, highlighting how effectively
a stock’s price move translates into index impact (primarily driven by index weight).


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