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
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  • 2026-06-18100 names
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  • 2026-06-16101 names
    Full window: Early read: View
  • 2026-06-08101 names
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  • 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 1-15 of 15 names· Move and held-up columns use the 2026-06-02 scorecard · Vs peers when batch comparison is available
SymbolCompanySectorCoverageDesk viewMoveHeld upVs peersUpdatedAction
AXP

American Express

FinancialsAvailableOVERWEIGHT+0.43%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
BLK

BlackRock

FinancialsAvailableOVERWEIGHT-1.82%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
COF

Capital One

FinancialsAvailableOVERWEIGHT-1.88%Middle of packJul 20, 2026Open research
GS

Goldman Sachs

FinancialsAvailableHOLD-1.84%Stronger than mostJul 20, 2026Open research
JPM

JPMorgan Chase

FinancialsAvailableOVERWEIGHT+3.37%Below averageJul 20, 2026Open research
MA

Mastercard

FinancialsAvailableBUY+1.67%Below averageJul 20, 2026Open research
MS

Morgan Stanley

FinancialsAvailableOVERWEIGHT-1.27%Stronger than mostJul 20, 2026Open research
SCHW

Charles Schwab Corporation

FinancialsAvailableOVERWEIGHT+0.54%Below averageJul 20, 2026Open research
USB

U.S. Bancorp

FinancialsAvailableOVERWEIGHT+1.37%Middle of packJul 20, 2026Open research
V

Visa Inc.

FinancialsAvailableOVERWEIGHT+0.74%Below averageJul 20, 2026Open research
WFC

Wells Fargo

FinancialsAvailableOVERWEIGHT+1.91%Above averageJul 20, 2026Open research

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