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 81-100 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
QCOM

Qualcomm

Information TechnologyAvailableOVERWEIGHT-9.24%Below averageJul 20, 2026Open research
RTX

RTX Corporation

IndustrialsAvailableOVERWEIGHT+2.52%Below averageJul 20, 2026Open research
SBUX

Starbucks

Consumer DiscretionaryAvailableHOLD-0.72%Weaker than mostJul 20, 2026Open research
SCHW

Charles Schwab Corporation

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

Southern Company

UtilitiesAvailableHOLD+0.85%Weaker than mostJul 20, 2026Open research
SPG

Simon Property Group

Real EstateAvailableHOLD+1.87%Middle of packJul 20, 2026Open research
T

AT&T

Communication ServicesAvailableOVERWEIGHT-8.69%Middle of packJul 20, 2026Open research
TMO

Thermo Fisher Scientific

Health CareAvailableOVERWEIGHT-2.58%Stronger than mostJul 20, 2026Open research
TMUS

T-Mobile US

Communication ServicesAvailableBUY-5.51%Middle of packJul 20, 2026Open research
TSLA

Tesla, Inc.

Consumer DiscretionaryAvailableUNDERWEIGHT-3.49%Below averageJul 20, 2026Open research
TXN

Texas Instruments

Information TechnologyAvailableUNDERWEIGHT-5.59%Weaker than mostJul 20, 2026Open research
UBER

Uber

IndustrialsAvailableHOLD-2.18%Above averageJul 20, 2026Open research
UNH

UnitedHealth Group

Health CareAvailableOVERWEIGHT+7.58%Above averageJul 20, 2026Open research
UNP

Union Pacific Corporation

IndustrialsAvailableOVERWEIGHT+1.51%Below averageJul 20, 2026Open research
UPS

United Parcel Service

IndustrialsAvailableUNDERWEIGHT-1.13%Stronger than mostJul 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
VZ

Verizon

Communication ServicesAvailableHOLD-5.08%Middle of packJul 20, 2026Open research
WFC

Wells Fargo

FinancialsAvailableOVERWEIGHT+1.91%Above averageJul 20, 2026Open research
WMT

Walmart

Consumer StaplesAvailableOVERWEIGHT+5.99%Weaker than mostJul 20, 2026Open research