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.

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

Scorecard — 2026-07-01

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

100

Names with batch comparison data

ViewCountGradedFull windowEarly readAvg. move
BUY90
HOLD240
OVERWEIGHT510
SELL10
UNDERWEIGHT160

S&P 100 sector mix

Showing 1-20 of 101 names· Move and held-up columns use the 2026-07-01 scorecard · Vs peers when batch comparison is available
SymbolCompanySectorCoverageDesk viewMoveHeld upVs peersUpdatedAction
AAPL

Apple Inc.

Information TechnologyAvailableUNDERWEIGHTMiddle of packJul 1, 2026Open research
ABBV

AbbVie

Health CareAvailableOVERWEIGHTStronger than mostJul 1, 2026Open research
ABT

Abbott Laboratories

Health CareAvailableBUYMiddle of packJul 1, 2026Open research
ACN

Accenture

Information TechnologyAvailableOVERWEIGHTMiddle of packJul 1, 2026Open research
ADBE

Adobe Inc.

Information TechnologyAvailableOVERWEIGHTStronger than mostJul 1, 2026Open research
AMAT

Applied Materials

Information TechnologyAvailableUNDERWEIGHTStronger than mostJul 1, 2026Open research
AMD

Advanced Micro Devices

Information TechnologyAvailableUNDERWEIGHTAbove averageJul 1, 2026Open research
AMGN

Amgen

Health CareAvailableOVERWEIGHTAbove averageJul 1, 2026Open research
AMT

American Tower

Real EstateAvailableOVERWEIGHTWeaker than mostJul 1, 2026Open research
AMZN

Amazon

Consumer DiscretionaryAvailableOVERWEIGHTAbove averageJul 1, 2026Open research
AVGO

Broadcom

Information TechnologyAvailableBUYWeaker than mostJul 1, 2026Open research
AXP

American Express

FinancialsAvailableHOLDMiddle of packJul 1, 2026Open research
BA

Boeing

IndustrialsAvailableOVERWEIGHTBelow averageJul 1, 2026Open research
BAC

Bank of America

FinancialsAvailableHOLDMiddle of packJul 1, 2026Open research
BK

BNY Mellon

FinancialsAvailableOVERWEIGHTMiddle of packJul 1, 2026Open research
BKNG

Booking Holdings

Consumer DiscretionaryAvailableOVERWEIGHTMiddle of packJul 1, 2026Open research
BLK

BlackRock

FinancialsAvailableOVERWEIGHTBelow averageJul 1, 2026Open research
BMY

Bristol Myers Squibb

Health CareAvailableOVERWEIGHTAbove averageJul 1, 2026Open research
BRK.B

Berkshire Hathaway (Class B)

FinancialsAvailableOVERWEIGHTMiddle of packJul 1, 2026Open research
C

Citigroup

FinancialsAvailableHOLDBelow averageJul 1, 2026Open research

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