Long scan: S&P 500, Wednesday, October 28, 2026. BOOK: 6m +16.0%..+23.8%, median conf 72 DOMINANT DRIVER: earnings yield vs bonds in 5 of 10

ALL

$250.87

-0.34%

MKC

$46.59

-1.89%

FISV

$47.33

-0.16%

What changed

1. The Allstate Corporation ($ALL) · Financial Services · univ 100% · sec 100% · +23.8% · conf 72 2. McCormick & Company, Incorporated ($MKC) · Consumer Defensive · univ 100% · sec 100% · +19.9% · conf 72 3. Fiserv, Inc. ($FISV) · Technology · univ 100% · sec 100% · +19.5% · conf 72 4. Carnival Corporation Ltd. ($CCL) · Consumer Cyclical · univ 99% · sec 100% · +18.1% · conf 72 5. Dollar Tree, Inc. ($DLTR) · Consumer Defensive · univ 99% · sec 97% · +17.8% · conf 70 6. Lockheed Martin Corporation ($LMT) · Industrials · univ 99% · sec 100% · +17.7% · conf 72 7. Globe Life Inc. ($GL) · Financial Services · univ 99% · sec 99% · +17.6% · conf 71 8. Lennar Corporation ($LEN) · Consumer Cyclical · univ 99% · sec 98% · +16.7% · conf 71 9. Simon Property Group, Inc. ($SPG) · Real Estate · univ 98% · sec 100% · +16.4% · conf 72 10. $BNY · Financial Services · univ 98% · sec 97% · +16.0% · conf 71 So-what: conviction screen, watch whether drivers persist.

Why it matters

1. The Allstate Corporation ($ALL) · Financial Services · univ 100% · sec 100% · +23.8% · conf 72

Sources

digest