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.
- 2026-06-25101 namesFull window: —Early read: —Selected
- 2026-06-18100 names
- 2026-06-16101 names
- 2026-06-08101 names
- 2026-06-02101 names
- 2026-05-29101 names
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
| View | Count | Graded | Full window | Early read | Avg. move |
|---|---|---|---|---|---|
| BUY | 8 | 0 | — | — | — |
| HOLD | 26 | 0 | — | — | — |
| OVERWEIGHT | 57 | 0 | — | — | — |
| SELL | 1 | 0 | — | — | — |
| UNDERWEIGHT | 9 | 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 | Jun 25, 2026 | Open research |
| RTX | RTX Corporation | Industrials | Available | OVERWEIGHT | — | — | Below average | Jun 25, 2026 | Open research |
| SBUX | Starbucks | Consumer Discretionary | Available | UNDERWEIGHT | — | — | Above average | Jun 25, 2026 | Open research |
| SCHW | Charles Schwab Corporation | Financials | Available | OVERWEIGHT | — | — | Weaker than most | Jun 25, 2026 | Open research |
| SO | Southern Company | Utilities | Available | OVERWEIGHT | — | — | Above average | Jun 25, 2026 | Open research |
| SPG | Simon Property Group | Real Estate | Available | HOLD | — | — | Stronger than most | Jun 25, 2026 | Open research |
| T | AT&T | Communication Services | Available | OVERWEIGHT | — | — | Middle of pack | Jun 25, 2026 | Open research |
| TMO | Thermo Fisher Scientific | Health Care | Available | BUY | — | — | Stronger than most | Jun 25, 2026 | Open research |
| TMUS | T-Mobile US | Communication Services | Available | OVERWEIGHT | — | — | Middle of pack | Jun 25, 2026 | Open research |
| TSLA | Tesla, Inc. | Consumer Discretionary | Available | SELL | — | — | Weaker than most | Jun 25, 2026 | Open research |
| TXN | Texas Instruments | Information Technology | Available | HOLD | — | — | Above average | Jun 25, 2026 | Open research |
| UBER | Uber | Industrials | Available | OVERWEIGHT | — | — | Above average | Jun 25, 2026 | Open research |
| UNH | UnitedHealth Group | Health Care | Available | OVERWEIGHT | — | — | Stronger than most | Jun 25, 2026 | Open research |
| UNP | Union Pacific Corporation | Industrials | Available | OVERWEIGHT | — | — | Above average | Jun 25, 2026 | Open research |
| UPS | United Parcel Service | Industrials | Available | UNDERWEIGHT | — | — | Stronger than most | Jun 25, 2026 | Open research |
| USB | U.S. Bancorp | Financials | Available | OVERWEIGHT | — | — | Stronger than most | Jun 25, 2026 | Open research |
| V | Visa Inc. | Financials | Available | OVERWEIGHT | — | — | Middle of pack | Jun 25, 2026 | Open research |
| VZ | Verizon | Communication Services | Available | HOLD | — | — | Middle of pack | Jun 25, 2026 | Open research |
| WFC | Wells Fargo | Financials | Available | OVERWEIGHT | — | — | Middle of pack | Jun 25, 2026 | Open research |
| WMT | Walmart | Consumer Staples | Available | UNDERWEIGHT | — | — | Below average | Jun 25, 2026 | Open research |