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
15 names
Current coverage
15 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 namesFull window: —Early read: —Selected
- 2026-06-25101 names
- 2026-06-18100 names
- 2026-06-16101 names
- 2026-06-08101 names
- 2026-06-02101 names
- 2026-05-29101 names
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
| View | Count | Graded | Full window | Early read | Avg. move |
|---|---|---|---|---|---|
| BUY | 9 | 0 | — | — | — |
| HOLD | 24 | 0 | — | — | — |
| OVERWEIGHT | 51 | 0 | — | — | — |
| SELL | 1 | 0 | — | — | — |
| UNDERWEIGHT | 16 | 0 | — | — | — |
S&P 100 sector mix
| Symbol | Company | Sector | Coverage | Desk view | Move | Held up | Vs peers | Updated | Action |
|---|---|---|---|---|---|---|---|---|---|
| AXP | American Express | Financials | Available | HOLD | — | — | Middle of pack | Jul 1, 2026 | Open research |
| BAC | Bank of America | Financials | Available | HOLD | — | — | Middle of pack | Jul 1, 2026 | Open research |
| BK | BNY Mellon | Financials | Available | OVERWEIGHT | — | — | Middle of pack | Jul 1, 2026 | Open research |
| BLK | BlackRock | Financials | Available | OVERWEIGHT | — | — | Below average | Jul 1, 2026 | Open research |
| BRK.B | Berkshire Hathaway (Class B) | Financials | Available | OVERWEIGHT | — | — | Middle of pack | Jul 1, 2026 | Open research |
| C | Citigroup | Financials | Available | HOLD | — | — | Below average | Jul 1, 2026 | Open research |
| COF | Capital One | Financials | Available | OVERWEIGHT | — | — | Middle of pack | Jul 1, 2026 | Open research |
| GS | Goldman Sachs | Financials | Available | HOLD | — | — | Weaker than most | Jul 1, 2026 | Open research |
| JPM | JPMorgan Chase | Financials | Available | HOLD | — | — | Middle of pack | Jul 1, 2026 | Open research |
| MA | Mastercard | Financials | Available | OVERWEIGHT | — | — | Stronger than most | Jul 1, 2026 | Open research |
| MS | Morgan Stanley | Financials | Available | OVERWEIGHT | — | — | Weaker than most | Jul 1, 2026 | Open research |
| SCHW | Charles Schwab Corporation | Financials | Available | OVERWEIGHT | — | — | Stronger than most | Jul 1, 2026 | Open research |
| USB | U.S. Bancorp | Financials | Available | OVERWEIGHT | — | — | Above average | Jul 1, 2026 | Open research |
| V | Visa Inc. | Financials | Available | BUY | — | — | Stronger than most | Jul 1, 2026 | Open research |
| WFC | Wells Fargo | Financials | Available | OVERWEIGHT | — | — | Middle of pack | Jul 1, 2026 | Open research |
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