The Motley Fool 100 continued its impressive year-to-date performance through the end of the second quarter, returning 9.39% versus 2.65% for the S&P 500. The Fool 100 has benefited thus far in 2018 from its relatively heavy exposure to large-cap technology companies (its allocation to the sector more than doubles that of the S&P 500), but that exposure will tilt slightly with some large and interesting new companies entering the index as of the most recent rebalance

Here's what is coming in:

Fool 100 Addition

Approximate Weight

JPMorgan (NYSE:JPM)

3.65%

Bank of America (NYSE:BAC)

2.95%

Broadcom (NASDAQ:AVGO)

1.16%

Southwest Airlines (NYSE:LUV)

0.30%

Lam Research (NASDAQ:LRCX)

0.29%

American Airlines (NASDAQ:AAL)

0.20%

ABIOMED (NASDAQ:ABMD)

0.20%

Discovery (NASDAQ:DISCA)

0.18%

Transdigm Group (NYSE:TDG)

0.18%

Textron (NYSE:TXT)

0.17%

Splunk (NASDAQ:SPLK)

0.17%

BioMarin Pharmaceutical (NASDAQ:BMRN)

0.17%

SVB Financial Group (NASDAQ:SIVB)

0.17%

Nasdaq (NASDAQ:NDAQ)

0.16%

CoStar Group (NASDAQ:CSGP)

0.15%

ResMed (NYSE:RMD)

0.15%

Ulta Beauty (NASDAQ:ULTA)

0.15%

McCormick & Company (NYSE:MKC)

0.14%

Take-Two Interactive Software (NASDAQ:TTWO)

0.14%

XPO Logistics (NYSE:XPO)

0.14%

Although the Motley Fool 100 has historically been underweight financial stocks, two big ones -- JPMorgan and Bank of America -- entered the index this quarter as top 10 positions, as did the smaller SVB Financial Group, parent of Silicon Valley Bank. These additions will bring the Fool 100's financial sector exposure much closer to that of the S&P 500. What has prompted our team of analysts to turn more bullish on the sector? Likely the lower relative valuations that can be found in the space today, as well as the potential for better-than-expected earnings growth in a rising-interest rate environment.

Also interesting is that Southwest and American will be joining Delta in the Fool 100 to grow the index's exposure to the airline history. While the airline industry has long been considered an uninvestable and poor-performing sector, a few of our analysts suspect that industry consolidation and more rational pricing will lead to rising profits across the industry.

If you're interested in learning more about the Motley Fool 100 index and seeing all of the stocks that make up its 100 constituents, visit the Fool 100 website at www.fool100.com.

SVB Financial provides credit and banking services to The Motley Fool. Tim Hanson has no position in any of the stocks mentioned. The Motley Fool owns shares of and recommends Abiomed, Splunk, SVB Financial Group, Take-Two Interactive, and TransDigm Group. The Motley Fool recommends BioMarin Pharmaceutical, Broadcom Ltd, CoStar Group, Lam Research, McCormick, Nasdaq, ResMed, Southwest Airlines, Textron, Ulta Beauty, and XPO Logistics. The Motley Fool has a disclosure policy.