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.

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Universe

15 names

Current coverage

14 names

Coverage freshness

3 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.

  • 2026-08-07100 names
    Full window: Early read: View
  • 2026-07-20101 names
    Full window: Early read: View
  • 2026-07-01101 names
    Full window: Early read: View
  • 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%Selected
  • 2026-05-29101 names
    Full window: Early read: View

Scorecard — 2026-06-02

Names covered

101

Calls that aged well

Awaiting full window

Early read: 51.9%

Average move after rating

Early read: -0.94%

Review window

5 trading days

Compared with SPY

Ratings vs outcomes

52 directional views in batch

Early read: +0.13

Recent strength vs batch

How 5-day momentum lined up with moves

Peer context

101

Names with batch comparison data

ViewCountGradedFull windowEarly readAvg. move
BUY100.0%
HOLD490
OVERWEIGHT9066.7%
UNDERWEIGHT42050.0%

S&P 100 sector mix

Showing 1-15 of 15 names· Move and held-up columns use the 2026-06-02 scorecard · Vs peers when batch comparison is available
SymbolCompanySectorCoverageDesk viewMoveHeld upVs peersUpdatedAction
BA

Boeing

IndustrialsAvailableOVERWEIGHT-0.82%Middle of packAug 7, 2026Open research
CAT

Caterpillar Inc.

IndustrialsAvailableOVERWEIGHT+0.64%Middle of packAug 7, 2026Open research
DE

Deere & Company

IndustrialsAvailableHOLD-0.96%Stronger than mostAug 7, 2026Open research
EMR

Emerson Electric

IndustrialsAvailableOVERWEIGHT-2.08%Above averageAug 7, 2026Open research
FDX

FedEx

IndustrialsAvailableOVERWEIGHT+0.37%Above averageAug 7, 2026Open research
GD

General Dynamics

IndustrialsAvailableOVERWEIGHT+0.96%Below averageAug 7, 2026Open research
GE

GE Aerospace

IndustrialsAvailableOVERWEIGHT+1.36%Above averageAug 7, 2026Open research
GEV

GE Vernova

IndustrialsAvailableOVERWEIGHT-3.69%Weaker than mostAug 7, 2026Open research
HON

Honeywell

IndustrialsAvailableOVERWEIGHT-9.96%Above averageAug 7, 2026Open research
LMT

Lockheed Martin

IndustrialsAvailableOVERWEIGHT+1.29%Below averageAug 7, 2026Open research
MMM

3M

IndustrialsAvailableOVERWEIGHT+0.62%Middle of packAug 7, 2026Open research
RTX

RTX Corporation

IndustrialsAvailableOVERWEIGHT+2.52%Below averageAug 7, 2026Open research
UBER

Uber

IndustrialsOpenOPEN-2.18%Above averagePending
UNP

Union Pacific Corporation

IndustrialsAvailableOVERWEIGHT+1.51%Below averageAug 7, 2026Open research
UPS

United Parcel Service

IndustrialsAvailableOVERWEIGHT-1.13%Stronger than mostAug 7, 2026Open research

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