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: Selected
  • 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%View
  • 2026-05-29101 names
    Full window: Early read: View

Scorecard — 2026-08-07

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

100

Calls that aged well

Awaiting full window

Average move after rating

Review window

5 trading days

Compared with SPY

Ratings vs outcomes

82 directional views in batch

Recent strength vs batch

How 5-day momentum lined up with moves

Peer context

99

Names with batch comparison data

ViewCountGradedFull windowEarly readAvg. move
BUY30
HOLD180
OVERWEIGHT760
UNDERWEIGHT30

S&P 100 sector mix

Showing 1-20 of 101 names· Move and held-up columns use the 2026-08-07 scorecard · Vs peers when batch comparison is available
SymbolCompanySectorCoverageDesk viewMoveHeld upVs peersUpdatedAction
AAPL

Apple Inc.

Information TechnologyAvailableHOLDBelow averageAug 7, 2026Open research
ABBV

AbbVie

Health CareAvailableOVERWEIGHTWeaker than mostAug 7, 2026Open research
ABT

Abbott Laboratories

Health CareAvailableOVERWEIGHTMiddle of packAug 7, 2026Open research
ACN

Accenture

Information TechnologyAvailableOVERWEIGHTAbove averageAug 7, 2026Open research
ADBE

Adobe Inc.

Information TechnologyAvailableHOLDAbove averageAug 7, 2026Open research
AMAT

Applied Materials

Information TechnologyAvailableOVERWEIGHTStronger than mostAug 7, 2026Open research
AMD

Advanced Micro Devices

Information TechnologyAvailableBUYMiddle of packAug 7, 2026Open research
AMGN

Amgen

Health CareAvailableOVERWEIGHTStronger than mostAug 7, 2026Open research
AMT

American Tower

Real EstateAvailableOVERWEIGHTWeaker than mostAug 7, 2026Open research
AMZN

Amazon

Consumer DiscretionaryAvailableOVERWEIGHTBelow averageAug 7, 2026Open research
AVGO

Broadcom

Information TechnologyAvailableOVERWEIGHTStronger than mostAug 7, 2026Open research
AXP

American Express

FinancialsAvailableOVERWEIGHTBelow averageAug 7, 2026Open research
BA

Boeing

IndustrialsAvailableOVERWEIGHTStronger than mostAug 7, 2026Open research
BAC

Bank of America

FinancialsAvailableOVERWEIGHTMiddle of packAug 7, 2026Open research
BK

BNY Mellon

FinancialsAvailableOVERWEIGHTAug 7, 2026Open research
BKNG

Booking Holdings

Consumer DiscretionaryAvailableOVERWEIGHTStronger than mostAug 7, 2026Open research
BLK

BlackRock

FinancialsAvailableOVERWEIGHTAbove averageAug 7, 2026Open research
BMY

Bristol Myers Squibb

Health CareAvailableHOLDWeaker than mostAug 7, 2026Open research
BRK.B

Berkshire Hathaway (Class B)

FinancialsAvailableOVERWEIGHTMiddle of packAug 7, 2026Open research
C

Citigroup

FinancialsAvailableOVERWEIGHTMiddle of packAug 7, 2026Open research

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