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
    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

ViewCountGradedFull windowEarly readAvg. move
HOLD620
OVERWEIGHT50
UNDERWEIGHT340

S&P 100 sector mix

Showing 81-100 of 101 names· Move and held-up columns use the 2026-05-29 scorecard · Vs peers when batch comparison is available
SymbolCompanySectorCoverageDesk viewMoveHeld upVs peersUpdatedAction
QCOM

Qualcomm

Information TechnologyAvailableOVERWEIGHTStronger than mostJul 20, 2026Open research
RTX

RTX Corporation

IndustrialsAvailableOVERWEIGHTAbove averageJul 20, 2026Open research
SBUX

Starbucks

Consumer DiscretionaryAvailableHOLDWeaker than mostJul 20, 2026Open research
SCHW

Charles Schwab Corporation

FinancialsAvailableOVERWEIGHTWeaker than mostJul 20, 2026Open research
SO

Southern Company

UtilitiesAvailableHOLDBelow averageJul 20, 2026Open research
SPG

Simon Property Group

Real EstateAvailableHOLDMiddle of packJul 20, 2026Open research
T

AT&T

Communication ServicesAvailableOVERWEIGHTBelow averageJul 20, 2026Open research
TMO

Thermo Fisher Scientific

Health CareAvailableOVERWEIGHTStronger than mostJul 20, 2026Open research
TMUS

T-Mobile US

Communication ServicesAvailableBUYBelow averageJul 20, 2026Open research
TSLA

Tesla, Inc.

Consumer DiscretionaryAvailableUNDERWEIGHTAbove averageJul 20, 2026Open research
TXN

Texas Instruments

Information TechnologyAvailableUNDERWEIGHTAbove averageJul 20, 2026Open research
UBER

Uber

IndustrialsAvailableHOLDWeaker than mostJul 20, 2026Open research
UNH

UnitedHealth Group

Health CareAvailableOVERWEIGHTMiddle of packJul 20, 2026Open research
UNP

Union Pacific Corporation

IndustrialsAvailableOVERWEIGHTMiddle of packJul 20, 2026Open research
UPS

United Parcel Service

IndustrialsAvailableUNDERWEIGHTStronger than mostJul 20, 2026Open research
USB

U.S. Bancorp

FinancialsAvailableOVERWEIGHTMiddle of packJul 20, 2026Open research
V

Visa Inc.

FinancialsAvailableOVERWEIGHTBelow averageJul 20, 2026Open research
VZ

Verizon

Communication ServicesAvailableHOLDBelow averageJul 20, 2026Open research
WFC

Wells Fargo

FinancialsAvailableOVERWEIGHTAbove averageJul 20, 2026Open research
WMT

Walmart

Consumer StaplesAvailableOVERWEIGHTWeaker than mostJul 20, 2026Open research