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
6 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 namesFull window: —Early read: —Selected
- 2026-06-02101 names
- 2026-05-29101 names
Scorecard — 2026-06-08
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
—
77 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 |
|---|---|---|---|---|---|
| BUY | 5 | 0 | — | — | — |
| HOLD | 24 | 0 | — | — | — |
| OVERWEIGHT | 56 | 0 | — | — | — |
| SELL | 1 | 0 | — | — | — |
| UNDERWEIGHT | 15 | 0 | — | — | — |
S&P 100 sector mix
| Symbol | Company | Sector | Coverage | Desk view | Move | Held up | Vs peers | Updated | Action |
|---|---|---|---|---|---|---|---|---|---|
| QCOM | Qualcomm | Information Technology | Available | OVERWEIGHT | — | — | Below average | Jul 20, 2026 | Open research |
| RTX | RTX Corporation | Industrials | Available | OVERWEIGHT | — | — | Above average | Jul 20, 2026 | Open research |
| SBUX | Starbucks | Consumer Discretionary | Available | HOLD | — | — | Below average | Jul 20, 2026 | Open research |
| SCHW | Charles Schwab Corporation | Financials | Available | OVERWEIGHT | — | — | Middle of pack | Jul 20, 2026 | Open research |
| SO | Southern Company | Utilities | Available | HOLD | — | — | Above average | Jul 20, 2026 | Open research |
| SPG | Simon Property Group | Real Estate | Available | HOLD | — | — | Above average | Jul 20, 2026 | Open research |
| T | AT&T | Communication Services | Available | OVERWEIGHT | — | — | Weaker than most | Jul 20, 2026 | Open research |
| TMO | Thermo Fisher Scientific | Health Care | Available | OVERWEIGHT | — | — | Weaker than most | Jul 20, 2026 | Open research |
| TMUS | T-Mobile US | Communication Services | Available | BUY | — | — | Below average | Jul 20, 2026 | Open research |
| TSLA | Tesla, Inc. | Consumer Discretionary | Available | UNDERWEIGHT | — | — | Below average | Jul 20, 2026 | Open research |
| TXN | Texas Instruments | Information Technology | Available | UNDERWEIGHT | — | — | Middle of pack | Jul 20, 2026 | Open research |
| UBER | Uber | Industrials | Available | HOLD | — | — | Weaker than most | Jul 20, 2026 | Open research |
| UNH | UnitedHealth Group | Health Care | Available | OVERWEIGHT | — | — | Stronger than most | Jul 20, 2026 | Open research |
| UNP | Union Pacific Corporation | Industrials | Available | OVERWEIGHT | — | — | Above average | Jul 20, 2026 | Open research |
| UPS | United Parcel Service | Industrials | Available | UNDERWEIGHT | — | — | Middle of pack | Jul 20, 2026 | Open research |
| USB | U.S. Bancorp | Financials | Available | OVERWEIGHT | — | — | Stronger than most | Jul 20, 2026 | Open research |
| V | Visa Inc. | Financials | Available | OVERWEIGHT | — | — | Middle of pack | Jul 20, 2026 | Open research |
| VZ | Verizon | Communication Services | Available | HOLD | — | — | Weaker than most | Jul 20, 2026 | Open research |
| WFC | Wells Fargo | Financials | Available | OVERWEIGHT | — | — | Stronger than most | Jul 20, 2026 | Open research |
| WMT | Walmart | Consumer Staples | Available | OVERWEIGHT | — | — | Stronger than most | Jul 20, 2026 | Open research |