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.
Universe
15 names
Current coverage
15 names
Coverage freshness
1 day 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.
- 2026-05-29101 namesFull 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 | Graded | Full window | Early read | Avg. move |
|---|---|---|---|---|---|
| HOLD | 62 | 0 | — | — | — |
| OVERWEIGHT | 5 | 0 | — | — | — |
| UNDERWEIGHT | 34 | 0 | — | — | — |
S&P 100 sector mix
| Symbol | Company | Sector | Coverage | Desk view | Move | Held up | Vs peers | Updated | Action |
|---|---|---|---|---|---|---|---|---|---|
| AXP | American Express | Financials | Available | OVERWEIGHT | — | — | Above average | May 29, 2026 | Open research |
| BAC | Bank of America | Financials | Available | OVERWEIGHT | — | — | Middle of pack | May 29, 2026 | Open research |
| BK | BNY Mellon | Financials | Available | UNDERWEIGHT | — | — | Middle of pack | May 29, 2026 | Open research |
| BLK | BlackRock | Financials | Available | HOLD | — | — | Below average | May 29, 2026 | Open research |
| BRK.B | Berkshire Hathaway (Class B) | Financials | Available | HOLD | — | — | Below average | May 29, 2026 | Open research |
| C | Citigroup | Financials | Available | HOLD | — | — | Middle of pack | May 29, 2026 | Open research |
| COF | Capital One | Financials | Available | HOLD | — | — | Middle of pack | May 29, 2026 | Open research |
| GS | Goldman Sachs | Financials | Available | UNDERWEIGHT | — | — | Above average | May 29, 2026 | Open research |
| JPM | JPMorgan Chase | Financials | Available | UNDERWEIGHT | — | — | Below average | May 29, 2026 | Open research |
| MA | Mastercard | Financials | Available | HOLD | — | — | Below average | May 29, 2026 | Open research |
| MS | Morgan Stanley | Financials | Available | HOLD | — | — | Above average | May 29, 2026 | Open research |
| SCHW | Charles Schwab Corporation | Financials | Available | OVERWEIGHT | — | — | Weaker than most | May 29, 2026 | Open research |
| USB | U.S. Bancorp | Financials | Available | HOLD | — | — | Middle of pack | May 29, 2026 | Open research |
| V | Visa Inc. | Financials | Available | HOLD | — | — | Below average | May 29, 2026 | Open research |
| WFC | Wells Fargo | Financials | Available | HOLD | — | — | Above average | May 29, 2026 | Open research |
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