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.
- 2026-07-20101 namesFull window: —Early read: —Selected
- 2026-07-01101 names
- 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 — 2026-07-20
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
—
79 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 | 22 | 0 | — | — | — |
| OVERWEIGHT | 60 | 0 | — | — | — |
| UNDERWEIGHT | 10 | 0 | — | — | — |
S&P 100 sector mix
| Symbol | Company | Sector | Coverage | Desk view | Move | Held up | Vs peers | Updated | Action |
|---|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | Information Technology | Available | HOLD | — | — | Stronger than most | Jul 20, 2026 | Open research |
| ABBV | AbbVie | Health Care | Available | OVERWEIGHT | — | — | Stronger than most | Jul 20, 2026 | Open research |
| ABT | Abbott Laboratories | Health Care | Available | OVERWEIGHT | — | — | Stronger than most | Jul 20, 2026 | Open research |
| ACN | Accenture | Information Technology | Available | BUY | — | — | Stronger than most | Jul 20, 2026 | Open research |
| ADBE | Adobe Inc. | Information Technology | Available | OVERWEIGHT | — | — | Above average | Jul 20, 2026 | Open research |
| AMAT | Applied Materials | Information Technology | Available | OVERWEIGHT | — | — | Weaker than most | Jul 20, 2026 | Open research |
| AMD | Advanced Micro Devices | Information Technology | Available | OVERWEIGHT | — | — | Weaker than most | Jul 20, 2026 | Open research |
| AMGN | Amgen | Health Care | Available | HOLD | — | — | Above average | Jul 20, 2026 | Open research |
| AMT | American Tower | Real Estate | Available | OVERWEIGHT | — | — | Below average | Jul 20, 2026 | Open research |
| AMZN | Amazon | Consumer Discretionary | Available | OVERWEIGHT | — | — | Above average | Jul 20, 2026 | Open research |
| AVGO | Broadcom | Information Technology | Available | HOLD | — | — | Below average | Jul 20, 2026 | Open research |
| AXP | American Express | Financials | Available | OVERWEIGHT | — | — | Middle of pack | Jul 20, 2026 | Open research |
| BA | Boeing | Industrials | Available | HOLD | — | — | Below average | Jul 20, 2026 | Open research |
| BAC | Bank of America | Financials | Available | OVERWEIGHT | — | — | Above average | Jul 20, 2026 | Open research |
| BK | BNY Mellon | Financials | Available | OVERWEIGHT | — | — | — | Jul 20, 2026 | Open research |
| BKNG | Booking Holdings | Consumer Discretionary | Available | OVERWEIGHT | — | — | Stronger than most | Jul 20, 2026 | Open research |
| BLK | BlackRock | Financials | Available | OVERWEIGHT | — | — | Stronger than most | Jul 20, 2026 | Open research |
| BMY | Bristol Myers Squibb | Health Care | Available | OVERWEIGHT | — | — | Above average | Jul 20, 2026 | Open research |
| BRK.B | Berkshire Hathaway (Class B) | Financials | Available | OVERWEIGHT | — | — | Below average | Jul 20, 2026 | Open research |
| C | Citigroup | Financials | Available | BUY | — | — | Weaker than most | Jul 20, 2026 | Open research |