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
101 names
Current coverage
101 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
- 2026-07-01101 names
- 2026-06-25101 names
- 2026-06-18100 names
- 2026-06-16101 names
- 2026-06-08101 names
- 2026-06-02101 names
- 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 |
|---|---|---|---|---|---|---|---|---|---|
| GM | General Motors | Consumer Discretionary | Available | OVERWEIGHT | — | — | Stronger than most | Jul 20, 2026 | Open research |
| GOOG | Alphabet Inc. (Class C) | Communication Services | Available | BUY | — | — | Below average | Jul 20, 2026 | Open research |
| GOOGL | Alphabet Inc. (Class A) | Communication Services | Available | OVERWEIGHT | — | — | Below average | Jul 20, 2026 | Open research |
| GS | Goldman Sachs | Financials | Available | HOLD | — | — | Above average | Jul 20, 2026 | Open research |
| HD | Home Depot | Consumer Discretionary | Available | UNDERWEIGHT | — | — | Middle of pack | Jul 20, 2026 | Open research |
| HON | Honeywell | Industrials | Available | HOLD | — | — | Stronger than most | Jul 20, 2026 | Open research |
| IBM | IBM | Information Technology | Available | UNDERWEIGHT | — | — | Stronger than most | Jul 20, 2026 | Open research |
| INTC | Intel | Information Technology | Available | UNDERWEIGHT | — | — | Weaker than most | Jul 20, 2026 | Open research |
| INTU | Intuit | Information Technology | Available | OVERWEIGHT | — | — | Stronger than most | Jul 20, 2026 | Open research |
| ISRG | Intuitive Surgical | Health Care | Available | OVERWEIGHT | — | — | Weaker than most | Jul 20, 2026 | Open research |
| JNJ | Johnson & Johnson | Health Care | Available | OVERWEIGHT | — | — | Below average | Jul 20, 2026 | Open research |
| JPM | JPMorgan Chase | Financials | Available | OVERWEIGHT | — | — | Below average | Jul 20, 2026 | Open research |
| KO | Coca-Cola Company | Consumer Staples | Available | HOLD | — | — | Below average | Jul 20, 2026 | Open research |
| LIN | Linde plc | Materials | Available | OVERWEIGHT | — | — | Weaker than most | Jul 20, 2026 | Open research |
| LLY | Eli Lilly and Company | Health Care | Available | OVERWEIGHT | — | — | Stronger than most | Jul 20, 2026 | Open research |
| LMT | Lockheed Martin | Industrials | Available | HOLD | — | — | Middle of pack | Jul 20, 2026 | Open research |
| LOW | Lowe's | Consumer Discretionary | Available | UNDERWEIGHT | — | — | Below average | Jul 20, 2026 | Open research |
| LRCX | Lam Research | Information Technology | Available | UNDERWEIGHT | — | — | Above average | Jul 20, 2026 | Open research |
| MA | Mastercard | Financials | Available | BUY | — | — | Below average | Jul 20, 2026 | Open research |
| MCD | McDonald's | Consumer Discretionary | Available | OVERWEIGHT | — | — | Below average | Jul 20, 2026 | Open research |