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%Selected
  • 2026-05-29101 names
    Full window: Early read: View

Scorecard — 2026-06-02

Names covered

101

Calls that aged well

Awaiting full window

Early read: 51.9%

Average move after rating

Early read: -0.94%

Review window

5 trading days

Compared with SPY

Ratings vs outcomes

52 directional views in batch

Early read: +0.13

Recent strength vs batch

How 5-day momentum lined up with moves

Peer context

101

Names with batch comparison data

ViewCountGradedFull windowEarly readAvg. move
BUY100.0%
HOLD490
OVERWEIGHT9066.7%
UNDERWEIGHT42050.0%

S&P 100 sector mix

Showing 1-20 of 101 names· Move and held-up columns use the 2026-06-02 scorecard · Vs peers when batch comparison is available
SymbolCompanySectorCoverageDesk viewMoveHeld upVs peersUpdatedAction
AAPL

Apple Inc.

Information TechnologyAvailableHOLD-4.33%Above averageJul 20, 2026Open research
ABBV

AbbVie

Health CareAvailableOVERWEIGHT+3.56%Above averageJul 20, 2026Open research
ABT

Abbott Laboratories

Health CareAvailableOVERWEIGHT+4.06%Above averageJul 20, 2026Open research
ACN

Accenture

Information TechnologyAvailableBUY-6.33%Stronger than mostJul 20, 2026Open research
ADBE

Adobe Inc.

Information TechnologyAvailableOVERWEIGHT-6.53%Stronger than mostJul 20, 2026Open research
AMAT

Applied Materials

Information TechnologyAvailableOVERWEIGHT+0.43%Stronger than mostJul 20, 2026Open research
AMD

Advanced Micro Devices

Information TechnologyAvailableOVERWEIGHT-5.98%Stronger than mostJul 20, 2026Open research
AMGN

Amgen

Health CareAvailableHOLD+5.32%Below averageJul 20, 2026Open research
AMT

American Tower

Real EstateAvailableOVERWEIGHT+1.92%Above averageJul 20, 2026Open research
AMZN

Amazon

Consumer DiscretionaryAvailableOVERWEIGHT-4.41%Weaker than mostJul 20, 2026Open research
AVGO

Broadcom

Information TechnologyAvailableHOLD-17.64%Stronger than mostJul 20, 2026Open research
AXP

American Express

FinancialsAvailableOVERWEIGHT+0.43%Middle of packJul 20, 2026Open research
BA

Boeing

IndustrialsAvailableHOLD-0.82%Middle of packJul 20, 2026Open research
BAC

Bank of America

FinancialsAvailableOVERWEIGHT+2.72%Above averageJul 20, 2026Open research
BK

BNY Mellon

FinancialsAvailableOVERWEIGHT+0.35%Above averageJul 20, 2026Open research
BKNG

Booking Holdings

Consumer DiscretionaryAvailableOVERWEIGHT-2.69%Above averageJul 20, 2026Open research
BLK

BlackRock

FinancialsAvailableOVERWEIGHT-1.82%Weaker than mostJul 20, 2026Open research
BMY

Bristol Myers Squibb

Health CareAvailableOVERWEIGHT+2.04%Weaker than mostJul 20, 2026Open research
BRK.B

Berkshire Hathaway (Class B)

FinancialsAvailableOVERWEIGHT+3.29%Below averageJul 20, 2026Open research
C

Citigroup

FinancialsAvailableBUY+1.54%Above averageJul 20, 2026Open research

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