Coverage · published commitment
Coverage universe
These are the companies we commit to covering. Every member carries a published analysis no more than 3 months old. The date of each member's most recent published edition is listed below, so the commitment can be checked rather than taken on trust.
Tickers outside this list carry no refresh commitment. Their research stays published and readable, and it is refreshed only after every obligation here is met. For how the research itself is built, see the methodology.
100
Companies committed
100
With published research
0
Not yet covered
2
Overdue against the promise
| Ticker | Company | Sector | Latest analysis | Last refreshed |
|---|---|---|---|---|
| NVDA | NVIDIA Corporation | Technology | 2026-09-19 | 1 cycle ago |
| AAPL | Apple Inc. | Technology | 2026-09-09 | 1 cycle ago |
| GOOGL | Alphabet Inc. | Communication Services | 2026-09-09 | 1 cycle ago |
| MSFT | Microsoft Corporation | Technology | 2026-08-30 | 2 cycles ago |
| AMZN | Amazon.com, Inc. | Consumer Discretionary | 2026-09-08 | 1 cycle ago |
| TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 2026-09-25 | 1 cycle ago |
| AVGO | Broadcom Inc. | Technology | 2026-09-08 | 1 cycle ago |
| META | Meta Platforms, Inc. | Communication Services | 2026-08-18 | 2 cycles ago |
| TSLA | Tesla, Inc. | Consumer Discretionary | 2026-09-09 | 1 cycle ago |
| MU | Micron Technology, Inc. | Technology | 2026-09-09 | 1 cycle ago |
| BRK.B | Berkshire Hathaway Inc. | Financials | 2026-09-21 | 1 cycle ago |
| LLY | Eli Lilly and Company | Healthcare | 2026-09-08 | 1 cycle ago |
| JPM | JPMorgan Chase & Co. | Financials | 2026-09-08 | 1 cycle ago |
| WMT | Walmart Inc. | Consumer Staples | 2026-09-09 | 1 cycle ago |
| AMD | Advanced Micro Devices, Inc. | Technology | 2026-09-30 | 1 cycle ago |
| V | Visa Inc. | Financials | 2026-09-20 | 1 cycle ago |
| XOM | ExxonMobil Holdings Corporation | Energy | 2026-09-25 | 1 cycle ago |
| ASML | ASML Holding N.V. | Technology | 2026-09-21 | 1 cycle ago |
| JNJ | Johnson & Johnson | Healthcare | 2026-09-21 | 1 cycle ago |
| MA | Mastercard Incorporated | Financials | 2026-09-08 | 1 cycle ago |
| INTC | Intel Corporation | Technology | 2026-09-09 | 1 cycle ago |
| ABBV | AbbVie Inc. | Healthcare | 2026-09-08 | 1 cycle ago |
| PLTR | Palantir Technologies Inc. | Technology | 2026-09-08 | 1 cycle ago |
| CSCO | Cisco Systems, Inc. | Technology | 2026-09-08 | 1 cycle ago |
| BAC | Bank of America Corporation | Financials | 2026-09-09 | 1 cycle ago |
| ORCL | Oracle Corporation | Technology | 2026-09-07 | 1 cycle ago |
| COST | Costco Wholesale Corporation | Consumer Staples | 2026-09-21 | 1 cycle ago |
| CVX | Chevron Corporation | Energy | 2026-09-08 | 1 cycle ago |
| KO | The Coca-Cola Company | Consumer Staples | 2026-09-08 | 1 cycle ago |
| LRCX | Lam Research Corporation | Technology | 2026-09-08 | 1 cycle ago |
| CAT | Caterpillar Inc. | Industrials | 2026-09-08 | 1 cycle ago |
| MRK | Merck & Co., Inc. | Healthcare | 2026-09-08 | 1 cycle ago |
| AMAT | Applied Materials, Inc. | Technology | 2026-09-07 | 1 cycle ago |
| UNH | UnitedHealth Group Incorporated | Healthcare | 2026-09-21 | 1 cycle ago |
| GE | GE Aerospace | Industrials | 2026-05-08 | 5 cycles ago |
| NFLX | Netflix, Inc. | Communication Services | 2026-09-08 | 1 cycle ago |
| PG | The Procter & Gamble Company | Consumer Staples | 2026-09-09 | 1 cycle ago |
| MS | Morgan Stanley | Financials | 2026-09-22 | 1 cycle ago |
| HD | The Home Depot, Inc. | Consumer Discretionary | 2026-09-08 | 1 cycle ago |
| PANW | Palo Alto Networks, Inc. | Technology | 2026-09-26 | 1 cycle ago |
| GS | The Goldman Sachs Group, Inc. | Financials | 2026-09-23 | 1 cycle ago |
| DELL | Dell Technologies Inc. | Technology | 2026-09-30 | 1 cycle ago |
| PM | Philip Morris International Inc. | Consumer Staples | 2026-09-09 | 1 cycle ago |
| RTX | RTX Corporation | Industrials | 2026-09-09 | 1 cycle ago |
| WFC | Wells Fargo & Company | Financials | 2026-09-26 | 1 cycle ago |
| ARM | Arm Holdings plc | Technology | 2026-10-02 | This cycle |
| ANET | Arista Networks, Inc. | Technology | 2026-09-09 | 1 cycle ago |
| GEV | GE Vernova Inc. | Industrials | 2026-09-08 | 1 cycle ago |
| TXN | Texas Instruments Incorporated | Technology | 2026-09-09 | 1 cycle ago |
| CRWD | CrowdStrike Holdings, Inc. | Technology | 2026-10-01 | This cycle |
| AMGN | Amgen Inc. | Healthcare | 2026-09-08 | 1 cycle ago |
| SNDK | Sandisk Corporation | Technology | 2026-09-09 | 1 cycle ago |
| KLAC | KLA Corporation | Technology | 2026-09-08 | 1 cycle ago |
| TMO | Thermo Fisher Scientific Inc. | Healthcare | 2026-09-21 | 1 cycle ago |
| LIN | Linde plc | Materials | 2026-09-09 | 1 cycle ago |
| AXP | American Express Company | Financials | 2026-09-08 | 1 cycle ago |
| C | Citigroup Inc. | Financials | 2026-09-08 | 1 cycle ago |
| IBM | International Business Machines Corporation | Technology | 2026-09-08 | 1 cycle ago |
| CRM | Salesforce, Inc. | Technology | 2026-09-21 | 1 cycle ago |
| VZ | Verizon Communications Inc. | Communication Services | 2026-09-09 | 1 cycle ago |
| APH | Amphenol Corporation | Technology | 2026-09-09 | 1 cycle ago |
| TMUS | T-Mobile US, Inc. | Communication Services | 2026-09-09 | 1 cycle ago |
| PEP | PepsiCo, Inc. | Consumer Staples | 2026-09-21 | 1 cycle ago |
| ABT | Abbott Laboratories | Healthcare | 2026-09-09 | 1 cycle ago |
| SCHW | The Charles Schwab Corporation | Financials | 2026-09-24 | 1 cycle ago |
| SHOP | Shopify Inc. | Technology | 2026-09-25 | 1 cycle ago |
| BLK | BlackRock, Inc. | Financials | 2026-05-09 | 5 cycles ago |
| STX | Seagate Technology Holdings plc | Technology | 2026-09-21 | 1 cycle ago |
| MCD | McDonald's Corporation | Consumer Discretionary | 2026-09-08 | 1 cycle ago |
| DIS | The Walt Disney Company | Communication Services | 2026-09-08 | 1 cycle ago |
| MRVL | Marvell Technology, Inc. | Technology | 2026-10-02 | This cycle |
| QCOM | QUALCOMM Incorporated | Technology | 2026-09-09 | 1 cycle ago |
| GILD | Gilead Sciences, Inc. | Healthcare | 2026-09-09 | 1 cycle ago |
| UNP | Union Pacific Corporation | Industrials | 2026-09-25 | 1 cycle ago |
| BX | Blackstone Inc. | Financials | 2026-09-25 | 1 cycle ago |
| T | AT&T Inc. | Communication Services | 2026-09-21 | 1 cycle ago |
| DE | Deere & Company | Industrials | 2026-09-21 | 1 cycle ago |
| ADI | Analog Devices, Inc. | Technology | 2026-09-08 | 1 cycle ago |
| NEE | NextEra Energy, Inc. | Utilities | 2026-09-08 | 1 cycle ago |
| WELL | Welltower Inc. | Real Estate | 2026-09-21 | 1 cycle ago |
| BA | The Boeing Company | Industrials | 2026-10-03 | This cycle |
| WDC | Western Digital Corporation | Technology | 2026-09-30 | 1 cycle ago |
| PFE | Pfizer Inc. | Healthcare | 2026-09-26 | 1 cycle ago |
| COP | ConocoPhillips | Energy | 2026-09-26 | 1 cycle ago |
| ETN | Eaton Corporation plc | Industrials | 2026-09-27 | 1 cycle ago |
| UBER | Uber Technologies, Inc. | Technology | 2026-09-25 | 1 cycle ago |
| NOW | ServiceNow, Inc. | Technology | 2026-10-02 | This cycle |
| DHR | Danaher Corporation | Healthcare | 2026-09-25 | 1 cycle ago |
| BKNG | Booking Holdings Inc. | Consumer Discretionary | 2026-09-08 | 1 cycle ago |
| TJX | The TJX Companies, Inc. | Consumer Discretionary | 2026-09-26 | 1 cycle ago |
| VRTX | Vertex Pharmaceuticals Incorporated | Healthcare | 2026-09-26 | 1 cycle ago |
| BMY | Bristol-Myers Squibb Company | Healthcare | 2026-09-25 | 1 cycle ago |
| PLD | Prologis, Inc. | Real Estate | 2026-10-02 | This cycle |
| ISRG | Intuitive Surgical, Inc. | Healthcare | 2026-09-26 | 1 cycle ago |
| NEM | Newmont Corporation | Materials | 2026-09-29 | 1 cycle ago |
| COF | Capital One Financial Corporation | Financials | 2026-09-27 | 1 cycle ago |
| CB | Chubb Limited | Financials | 2026-09-25 | 1 cycle ago |
| LMT | Lockheed Martin Corporation | Industrials | 2026-09-29 | 1 cycle ago |
| SPGI | S&P Global Inc. | Financials | 2026-09-29 | 1 cycle ago |
| GLW | Corning Incorporated | Technology | 2026-09-26 | 1 cycle ago |
How this list is chosen
The 100 largest issuers by market capitalisation that this pipeline can actually analyse: primary US listings on NASDAQ, NYSE or NYSE American, present and active in the analysis `stocks` table with instrument_type `stock`, one share class per issuer (the largest by market capitalisation), ranked by the market capitalisation recorded in `screener_stocks` on the revision date. The list is frozen at each revision so the cadence promise is checkable against a fixed denominator; it is re-selected on the `next_review` date, and every revision is a committed diff in this file.
Deliberately excluded
- ETFs, mutual funds, closed-end funds, and other non-equity instruments — no operating business to value.
- Issuers absent from or inactive in the analysis `stocks` table — the pipeline has no evidence contract for them.
- Secondary share classes of an issuer already represented (for example GOOG behind GOOGL, BRK.A behind BRK.B).
- Foreign private issuers that file 20-F rather than 10-K/10-Q — a different filing contract this evidence pipeline does not yet resolve. This is why HSBC, NVS, BABA, SAP, AZN, SHEL, TM, NVO, SONY and peers of comparable size are absent.