Research archive

Current coverage and archived research

Browse the S&P 100 universe with sector context and research status. Open coverage items to review the latest structured research note.

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Universe

15 names

Current coverage

15 names

Coverage freshness

2 days ago

After the note

Rating track record

For each directional view we compare what happened in the market over the next five trading days. Neutral HOLD views are not graded. Pick a coverage date to see batch results alongside the table below.

2026-07-20101 names
Full window: —Early read: —View
2026-07-01101 names
Full window: —Early read: —View
2026-06-25101 names
Full window: —Early read: —View
2026-06-18100 names
Full window: —Early read: —View
2026-06-16101 names
Full window: —Early read: —View
2026-06-08101 names
Full window: —Early read: —View
2026-06-02101 names
Full window: —Early read: 51.9%View
2026-05-29101 names
Full window: —Early read: —Selected

Scorecard — 2026-05-29

Move and held-up grades appear once there are enough trading days after the rating date. Peer comparison uses price context at the rating date and is shown below when available.

Names covered

101

Calls that aged well

—

Awaiting full window

Average move after rating

—

Review window

5 trading days

Compared with SPY

Ratings vs outcomes

—

39 directional views in batch

Recent strength vs batch

—

How 5-day momentum lined up with moves

Peer context

101

Names with batch comparison data

View	Count	Full window	Early read	Avg. move
HOLD	62	—	—	—
OVERWEIGHT	5	—	—	—
UNDERWEIGHT	34	—	—	—

S&P 100 sector mix

Information Technology

20 names

Financials

15 names

Health Care

15 names

Industrials

15 names

Communication Services

9 names

Consumer Discretionary

9 names

Consumer Staples

9 names

Energy

3 names

Utilities

3 names

Real Estate

2 names

Materials

1 names

Showing 1-15 of 15 names· Move and held-up columns use the 2026-05-29 scorecard · Vs peers when batch comparison is available

Symbol	Company	Sector	Coverage	Desk view	Move	Held up	Vs peers	Updated	Action
AXP	American Express	Financials	Available	OVERWEIGHT	—	—	Above average	Jul 20, 2026	Open research
BAC	Bank of America	Financials	Available	OVERWEIGHT	—	—	Middle of pack	Jul 20, 2026	Open research
BK	BNY Mellon	Financials	Available	OVERWEIGHT	—	—	Middle of pack	Jul 20, 2026	Open research
BLK	BlackRock	Financials	Available	OVERWEIGHT	—	—	Below average	Jul 20, 2026	Open research
BRK.B	Berkshire Hathaway (Class B)	Financials	Available	OVERWEIGHT	—	—	Below average	Jul 20, 2026	Open research
C	Citigroup	Financials	Available	BUY	—	—	Middle of pack	Jul 20, 2026	Open research
COF	Capital One	Financials	Available	OVERWEIGHT	—	—	Middle of pack	Jul 20, 2026	Open research
GS	Goldman Sachs	Financials	Available	HOLD	—	—	Above average	Jul 20, 2026	Open research
JPM	JPMorgan Chase	Financials	Available	OVERWEIGHT	—	—	Below average	Jul 20, 2026	Open research
MA	Mastercard	Financials	Available	BUY	—	—	Below average	Jul 20, 2026	Open research
MS	Morgan Stanley	Financials	Available	OVERWEIGHT	—	—	Above average	Jul 20, 2026	Open research
SCHW	Charles Schwab Corporation	Financials	Available	OVERWEIGHT	—	—	Weaker than most	Jul 20, 2026	Open research
USB	U.S. Bancorp	Financials	Available	OVERWEIGHT	—	—	Middle of pack	Jul 20, 2026	Open research
V	Visa Inc.	Financials	Available	OVERWEIGHT	—	—	Below average	Jul 20, 2026	Open research
WFC	Wells Fargo	Financials	Available	OVERWEIGHT	—	—	Above average	Jul 20, 2026	Open research

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