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

19 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.

  • 2026-07-01101 names
    Full window: Early read: View
  • 2026-06-25101 names
    Full window: Early read: Selected
  • 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%View
  • 2026-05-29101 names
    Full window: Early read: View

Scorecard — 2026-06-25

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

75 directional views in batch

Recent strength vs batch

How 5-day momentum lined up with moves

Peer context

101

Names with batch comparison data

ViewCountGradedFull windowEarly readAvg. move
BUY80
HOLD260
OVERWEIGHT570
SELL10
UNDERWEIGHT90

S&P 100 sector mix

Showing 21-40 of 101 names· Move and held-up columns use the 2026-06-25 scorecard · Vs peers when batch comparison is available
SymbolCompanySectorCoverageDesk viewMoveHeld upVs peersUpdatedAction
CAT

Caterpillar Inc.

IndustrialsAvailableUNDERWEIGHTStronger than mostJul 1, 2026Open research
CL

Colgate-Palmolive

Consumer StaplesAvailableHOLDMiddle of packJul 1, 2026Open research
CMCSA

Comcast

Communication ServicesAvailableOVERWEIGHTMiddle of packJul 1, 2026Open research
COF

Capital One

FinancialsAvailableOVERWEIGHTAbove averageJul 1, 2026Open research
COP

ConocoPhillips

EnergyAvailableUNDERWEIGHTBelow averageJul 1, 2026Open research
COST

Costco

Consumer StaplesAvailableUNDERWEIGHTBelow averageJul 1, 2026Open research
CRM

Salesforce

Information TechnologyAvailableBUYBelow averageJul 1, 2026Open research
CSCO

Cisco

Information TechnologyAvailableOVERWEIGHTAbove averageJul 1, 2026Open research
CVS

CVS Health

Health CareAvailableOVERWEIGHTStronger than mostJul 1, 2026Open research
CVX

Chevron Corporation

EnergyAvailableHOLDBelow averageJul 1, 2026Open research
DE

Deere & Company

IndustrialsAvailableHOLDStronger than mostJul 1, 2026Open research
DHR

Danaher Corporation

Health CareAvailableOVERWEIGHTStronger than mostJul 1, 2026Open research
DIS

Walt Disney Company

Communication ServicesAvailableHOLDBelow averageJul 1, 2026Open research
DUK

Duke Energy

UtilitiesAvailableOVERWEIGHTAbove averageJul 1, 2026Open research
EMR

Emerson Electric

IndustrialsAvailableOVERWEIGHTBelow averageJul 1, 2026Open research
FDX

FedEx

IndustrialsAvailableOVERWEIGHTAbove averageJul 1, 2026Open research
GD

General Dynamics

IndustrialsAvailableOVERWEIGHTWeaker than mostJul 1, 2026Open research
GE

GE Aerospace

IndustrialsAvailableOVERWEIGHTStronger than mostJul 1, 2026Open research
GEV

GE Vernova

IndustrialsAvailableHOLDAbove averageJul 1, 2026Open research
GILD

Gilead Sciences

Health CareAvailableOVERWEIGHTMiddle of packJul 1, 2026Open research