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

15 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 1-15 of 15 names· Move and held-up columns use the 2026-08-07 scorecard · Vs peers when batch comparison is available
SymbolCompanySectorCoverageDesk viewMoveHeld upVs peersUpdatedAction
AXP

American Express

FinancialsAvailableOVERWEIGHTBelow averageAug 7, 2026Open research
BAC

Bank of America

FinancialsAvailableOVERWEIGHTMiddle of packAug 7, 2026Open research
BK

BNY Mellon

FinancialsAvailableOVERWEIGHTAug 7, 2026Open research
BLK

BlackRock

FinancialsAvailableOVERWEIGHTAbove averageAug 7, 2026Open research
BRK.B

Berkshire Hathaway (Class B)

FinancialsAvailableOVERWEIGHTMiddle of packAug 7, 2026Open research
C

Citigroup

FinancialsAvailableOVERWEIGHTMiddle of packAug 7, 2026Open research
COF

Capital One

FinancialsAvailableOVERWEIGHTAbove averageAug 7, 2026Open research
GS

Goldman Sachs

FinancialsAvailableOVERWEIGHTMiddle of packAug 7, 2026Open research
JPM

JPMorgan Chase

FinancialsAvailableOVERWEIGHTMiddle of packAug 7, 2026Open research
MA

Mastercard

FinancialsAvailableOVERWEIGHTWeaker than mostAug 7, 2026Open research
MS

Morgan Stanley

FinancialsAvailableOVERWEIGHTMiddle of packAug 7, 2026Open research
SCHW

Charles Schwab Corporation

FinancialsAvailableOVERWEIGHTMiddle of packAug 7, 2026Open research
USB

U.S. Bancorp

FinancialsAvailableOVERWEIGHTBelow averageAug 7, 2026Open research
V

Visa Inc.

FinancialsAvailableOVERWEIGHTWeaker than mostAug 7, 2026Open research
WFC

Wells Fargo

FinancialsAvailableOVERWEIGHTMiddle of packAug 7, 2026Open research

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