I picked the S&P 500 for this month's list because it is the index everyone assumes they already understand. Most investors gravitate towards the same seven companies: the Magnificent Seven, namely Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta and Tesla. Together, they comprise close to a third of the index and dominate headlines. While I didn't expect these stocks to top our Obermatt 360° View Top 10, I expected more than just two.
The stocks that topped the list are a cross section of the American economy: alongside Microsoft and Meta, both pouring record sums into AI infrastructure, sit a homebuilder, a grain trader, an animal health company, an advertising agency, a maker of sleep apnea devices, a flavors and fragrances producer, and a life sciences instruments company. I thought Nvidia might make it on this list, given how central it has become to every AI conversation. Since I am a transport buff, I was curious whether Tesla would make the cut too. Neither did. That absence fits a broader shift that has been forming through 2026: after years in which a handful of tech giants drove almost all of the market's returns, earnings growth is starting to broaden out across the rest of the index, the so called S&P 493.
There is a second thread running through this list, and it is the one that genuinely surprised me. Several of these companies just reported strong quarters, and the market responded with indifference, or in some cases outright punished them for it. Meta beat estimates and fell because it raised its AI spending outlook. ResMed grew earnings 21% and sits near a 52-week low because investors are worried about weight loss drugs. Zoetis and Omnicom both look weak on Sentiment despite excellent underlying Value and Growth scores, and honestly, I did not expect either of them to make this list given how beaten down their share prices have been.
That gap between a business's operational performance and market performance is exactly what the Obermatt 360° View is built to find. My own favorite on this list is Agilent, the only company here with a perfect Sentiment score. After a year in which good results were often punished, this was refreshing, a case of the market and the fundamentals finally aligned.
So which S&P 500 stocks actually stand out? At Obermatt, we rank stocks not by hype, but by how they perform against their industry peers on a scale from 1 to 100, across Value, Growth, Safety and Sentiment, brought together in a single 360° View.
The Value Winners
The 360° View captures all-around strength, but some investors may want to screen the S&P 500 by a single strategy, and the Value Top 10 turned up some unexpected names. Viatris, the generics and specialty pharma company built out of the old Mylan, is in the middle of a genuine turnaround story: shares are up sharply over the past year even after a recent pullback, and the stock still trades at a forward price to earnings ratio of around 5. Huntington Ingalls, the largest military shipbuilder in the United States, beat earnings estimates again in the first quarter, yet its stock has fallen hard over the past few months, a gap between Navy shipbuilding demand and market sentiment. Zimmer Biomet, the orthopedic device maker, actually posts the single highest Combined rank of any stock we cover this month.
Find the Top 10 stocks with the best Growth, the safest financing, the strongest Sentiment, the best Dividend Yield, or the best all-round Combined score for your own portfolio, right in the Obermatt app.
The 360° Winners
Here is our 360° View Top 10 for the S&P 500.
Name | 360° View | Sentiment | Combined | Value | Growth | Safety |
|---|---|---|---|---|---|---|
1. X-Large • Life Sciences Products & Services | 100 | 100 | 88 | 73 | 73 | 68 |
2. X-Large • Pharmaceuticals | 100 | 81 | 93 | 96 | 41 | 85 |
3. XX-Large • Interactive Media & Services | 100 | 90 | 95 | 55 | 97 | 90 |
4. XX-Large • Semiconductors | 100 | 95 | 100 | 93 | 100 | 89 |
5. X-Large • Homebuilding | 100 | 73 | 100 | 63 | 91 | 88 |
6. X-Large • Advertising | 100 | 30 | 96 | 98 | 99 | 30 |
7. X-Large • Health Care Equipment | 100 | 43 | 100 | 63 | 93 | 88 |
8. X-Large • Agricultural Products | 100 | 85 | 94 | 87 | 97 | 51 |
9. XX-Large • Systems Software | 100 | 89 | 100 | 68 | 95 | 89 |
10. X-Large • Specialty Chemicals | 100 | 79 | 98 | 98 | 50 | 86 |
Here is some more info on the companies from our main S&P 500 Top 10 list:
- Agilent: A global leader in life sciences, diagnostics and applied chemical instruments. Recent News: Agilent raised its full year fiscal 2026 guidance after a strong second quarter, with revenue up 10% to $1.83 billion and non-GAAP earnings per share climbing 14% to $1.49, sending the stock up 17% in a single session.
- Zoetis: The world's leading animal health company. Recent News: shares have fallen more than 50% over the past year on softer companion animal demand and a securities class action, yet first quarter revenue still grew 3% to $2.3 billion and the company has now raised its dividend for 12 consecutive years.
- Meta Platforms: The parent company of Facebook, Instagram and WhatsApp. Recent News: first quarter revenue rose 33% to $56.3 billion, but the stock fell after Meta raised its full year AI infrastructure spending guidance to $125 to $145 billion.
- Micron: A leading global memory chipmaker. Recent News: fiscal third quarter revenue surged to roughly $41.5 billion, up about 345% year over year, as AI driven demand for high bandwidth memory pushed the company's market capitalization past $1 trillion.
- D.R. Horton: America's largest homebuilder by volume. Recent News: shares are up more than 30% over the past year, outperforming the broader market, helped by the newly passed 21st Century ROAD to Housing Act aimed at easing regulatory hurdles for new home construction.
- Omnicom: A global advertising and marketing communications company. Recent News: Omnicom completed its merger with rival IPG in late 2025, creating the world's largest advertising group, with first quarter 2026 revenue more than doubling to $6.2 billion and a targeted $1.5 billion in cost synergies.
- ResMed: The global leader in sleep apnea and respiratory care devices. Recent News: fiscal third quarter revenue grew 11% to $1.43 billion and earnings per share rose 21%, though the stock sits near a 52-week low on investor concerns about GLP-1 weight loss drugs, concerns management disputes with patient data showing GLP-1 users are more likely to start CPAP therapy, not less.
- Bunge: A global agribusiness company spanning food, feed and fuel. Recent News: Bunge completed its acquisition of grain trader Viterra, and first quarter 2026 revenue surged to $21.9 billion, prompting the company to raise its full year adjusted earnings guidance to $9.00 to $9.50 per share.
- Microsoft: The world's largest software and cloud computing company. Recent News: fiscal third quarter revenue rose 18% to $82.9 billion, with Azure growing 40% and Microsoft's AI business reaching a $37 billion annual revenue run rate, though 2026 capital spending guidance has climbed to around $190 billion.
- IFF: A leading producer of flavors, fragrances and specialty ingredients. Recent News: first quarter revenue beat expectations at $2.74 billion and shares jumped more than 15% after the results, as the company continues simplifying its portfolio, including the sale of its commodity soy business to fellow Top 10 member Bunge.