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

100 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 21-40 of 101 names· Move and held-up columns use the 2026-06-02 scorecard · Vs peers when batch comparison is available
SymbolCompanySectorCoverageDesk viewMoveHeld upVs peersUpdatedAction
CAT

Caterpillar Inc.

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

Colgate-Palmolive

Consumer StaplesAvailableHOLD-2.49%Middle of packAug 7, 2026Open research
CMCSA

Comcast

Communication ServicesAvailableOVERWEIGHT-4.39%Middle of packAug 7, 2026Open research
COF

Capital One

FinancialsAvailableOVERWEIGHT-1.88%Middle of packAug 7, 2026Open research
COP

ConocoPhillips

EnergyAvailableOVERWEIGHT+1.73%Above averageAug 7, 2026Open research
COST

Costco

Consumer StaplesAvailableHOLD+2.15%Weaker than mostAug 7, 2026Open research
CRM

Salesforce

Information TechnologyAvailableOVERWEIGHT-9.11%Stronger than mostAug 7, 2026Open research
CSCO

Cisco

Information TechnologyAvailableOVERWEIGHT-3.01%Stronger than mostAug 7, 2026Open research
CVS

CVS Health

Health CareAvailableOVERWEIGHT+8.47%Middle of packAug 7, 2026Open research
CVX

Chevron Corporation

EnergyAvailableOVERWEIGHT+0.90%Above averageAug 7, 2026Open research
DE

Deere & Company

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

Danaher Corporation

Health CareAvailableOVERWEIGHT+4.21%Above averageAug 7, 2026Open research
DIS

Walt Disney Company

Communication ServicesAvailableOVERWEIGHT-2.50%Middle of packAug 7, 2026Open research
DUK

Duke Energy

UtilitiesAvailableOVERWEIGHT+0.79%Below averageAug 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
GILD

Gilead Sciences

Health CareAvailableOVERWEIGHT+0.42%Weaker than mostAug 7, 2026Open research