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 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 |
|---|---|---|---|---|---|---|---|---|---|
| QCOM | Qualcomm | Information Technology | Available | OVERWEIGHT | — | — | Weaker than most | Jul 1, 2026 | Open research |
| RTX | RTX Corporation | Industrials | Available | BUY | — | — | Above average | Jul 1, 2026 | Open research |
| SBUX | Starbucks | Consumer Discretionary | Available | UNDERWEIGHT | — | — | Middle of pack | Jul 1, 2026 | Open research |
| SCHW | Charles Schwab Corporation | Financials | Available | OVERWEIGHT | — | — | Stronger than most | Jul 1, 2026 | Open research |
| SO | Southern Company | Utilities | Available | OVERWEIGHT | — | — | Below average | Jul 1, 2026 | Open research |
| SPG | Simon Property Group | Real Estate | Available | HOLD | — | — | Middle of pack | Jul 1, 2026 | Open research |
| T | AT&T | Communication Services | Available | UNDERWEIGHT | — | — | Weaker than most | Jul 1, 2026 | Open research |
| TMO | Thermo Fisher Scientific | Health Care | Available | OVERWEIGHT | — | — | Above average | Jul 1, 2026 | Open research |
| TMUS | T-Mobile US | Communication Services | Available | OVERWEIGHT | — | — | Weaker than most | Jul 1, 2026 | Open research |
| TSLA | Tesla, Inc. | Consumer Discretionary | Available | UNDERWEIGHT | — | — | — | Jul 1, 2026 | Open research |
| TXN | Texas Instruments | Information Technology | Available | HOLD | — | — | Below average | Jul 1, 2026 | Open research |
| UBER | Uber | Industrials | Available | OVERWEIGHT | — | — | Below average | Jul 1, 2026 | Open research |
| UNH | UnitedHealth Group | Health Care | Available | OVERWEIGHT | — | — | Stronger than most | Jul 1, 2026 | Open research |
| UNP | Union Pacific Corporation | Industrials | Available | OVERWEIGHT | — | — | Stronger than most | Jul 1, 2026 | Open research |
| UPS | United Parcel Service | Industrials | Available | UNDERWEIGHT | — | — | Above average | 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 |
| VZ | Verizon | Communication Services | Available | HOLD | — | — | Weaker than most | Jul 1, 2026 | Open research |
| WFC | Wells Fargo | Financials | Available | OVERWEIGHT | — | — | Middle of pack | Jul 1, 2026 | Open research |
| WMT | Walmart | Consumer Staples | Available | HOLD | — | — | Weaker than most | Jul 1, 2026 | Open research |