Scan: top-percentile S&P names, 6m +11.2% to +15.7%, median conf 87. Earnings yield vs bonds is the common thread in all 10. Short interest is the key differentiator in half. Consumer Defensive, Utili

Fiserv, Inc. (FISV) $FISV and McCormick & Company, Incorporated (MKC) $MKC are both univ 100/sec 100. FISV +15.7% conf 87: short interest, earnings yield vs bonds, illiquidity up. MKC +13.0% conf 87: same trio, stronger bond-yield print. Tech vs staple. Edison International (EIX) $EIX and The Allstate Corporation (ALL) $ALL: EIX +12.6% conf 87 is odd — short interest drags, but earnings yield vs bonds + illiquidity carry it. ALL +12.4% conf 87: earnings yield vs bonds, short interest, fwd/trail P/E up. Utilities + financials. EMCOR Group, Inc. (EME) $EME and Globe Life Inc. (GL) $GL: EME +12.3% conf 87, short interest + earnings yield vs bonds lead, illiquidity adds. GL +12.2% conf 86, same stack. Sec rank 100 vs 99 — GL just less extreme. PG&E Corporation (PCG) $PCG and Solventum Corporation (SOLV) $SOLV: PCG +11.7% conf 85, short interest + earnings yield vs bonds lead, 60d vol adds. SOLV +11.7% conf 87, earnings yield vs bonds, illiquidity, short interest. Crowded utility/healthcare

Fiserv, Inc. (FISV) $FISV and McCormick & Company, Incorporated (MKC) $MKC are both univ 100/sec 100. FISV +15.7% conf 87: short interest, earnings yield vs bonds, illiquidity up. MKC +13.0% conf 87: