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
1 day 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.
- 2026-06-16101 namesFull window: —Early read: —Selected
- 2026-06-08101 names
- 2026-06-02101 names
- 2026-05-29101 names
Scorecard — 2026-06-16
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
—
76 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 | 25 | 0 | — | — | — |
| OVERWEIGHT | 61 | 0 | — | — | — |
| UNDERWEIGHT | 10 | 0 | — | — | — |
S&P 100 sector mix
| Symbol | Company | Sector | Coverage | Desk view | Move | Held up | Vs peers | Updated | Action |
|---|---|---|---|---|---|---|---|---|---|
| QCOM | Qualcomm | Information Technology | Available | UNDERWEIGHT | — | — | Above average | Jun 16, 2026 | Open research |
| RTX | RTX Corporation | Industrials | Available | OVERWEIGHT | — | — | Above average | Jun 16, 2026 | Open research |
| SBUX | Starbucks | Consumer Discretionary | Available | HOLD | — | — | Above average | Jun 16, 2026 | Open research |
| SCHW | Charles Schwab Corporation | Financials | Available | OVERWEIGHT | — | — | Stronger than most | Jun 16, 2026 | Open research |
| SO | Southern Company | Utilities | Available | OVERWEIGHT | — | — | Middle of pack | Jun 16, 2026 | Open research |
| SPG | Simon Property Group | Real Estate | Available | OVERWEIGHT | — | — | Middle of pack | Jun 16, 2026 | Open research |
| T | AT&T | Communication Services | Available | HOLD | — | — | Middle of pack | Jun 16, 2026 | Open research |
| TMO | Thermo Fisher Scientific | Health Care | Available | OVERWEIGHT | — | — | Weaker than most | Jun 16, 2026 | Open research |
| TMUS | T-Mobile US | Communication Services | Available | HOLD | — | — | Above average | Jun 16, 2026 | Open research |
| TSLA | Tesla, Inc. | Consumer Discretionary | Available | UNDERWEIGHT | — | — | Middle of pack | Jun 16, 2026 | Open research |
| TXN | Texas Instruments | Information Technology | Available | HOLD | — | — | Stronger than most | Jun 16, 2026 | Open research |
| UBER | Uber | Industrials | Available | OVERWEIGHT | — | — | Above average | Jun 16, 2026 | Open research |
| UNH | UnitedHealth Group | Health Care | Available | OVERWEIGHT | — | — | Below average | Jun 16, 2026 | Open research |
| UNP | Union Pacific Corporation | Industrials | Available | HOLD | — | — | Below average | Jun 16, 2026 | Open research |
| UPS | United Parcel Service | Industrials | Available | UNDERWEIGHT | — | — | Middle of pack | Jun 16, 2026 | Open research |
| USB | U.S. Bancorp | Financials | Available | BUY | — | — | Stronger than most | Jun 16, 2026 | Open research |
| V | Visa Inc. | Financials | Available | OVERWEIGHT | — | — | Above average | Jun 16, 2026 | Open research |
| VZ | Verizon | Communication Services | Available | OVERWEIGHT | — | — | Middle of pack | Jun 16, 2026 | Open research |
| WFC | Wells Fargo | Financials | Available | OVERWEIGHT | — | — | Above average | Jun 16, 2026 | Open research |
| WMT | Walmart | Consumer Staples | Available | OVERWEIGHT | — | — | Middle of pack | Jun 16, 2026 | Open research |