S&P 500 Energy Sector SEC Filings — May 12, 2026

12-05-2026

United Super Pty Ltd, as Trustee for the Construction & Building Unions Superannuation Fund, filed a 13F-HR on May 12, 2026, disclosing 185 equity positions totaling $5307293435 as of March 31, 2026. Top holdings by value include NVIDIA Corporation ($326959540, 1874768 shares), Amazon.com Inc ($305907393, 1468802 shares), Alphabet Inc Class A ($258179995, 897830 shares), Microsoft Corp ($236112935, 637850 shares), and Apple Inc ($236865761, 933314 shares). All positions are reported as sole ownership with no put or call options.

• · Filing date: May 12, 2026
• · Report period end: March 31, 2026
• · All holdings designated as SOLE with zero put and call options
• · Filer CIK: 0001730896
• · Business address: Level 22, 130 Lonsdale Street, Melbourne VIC 3000, Australia

12-05-2026

Stokes Family Office, LLC filed its 13F-HR on May 12, 2026, reporting holdings as of March 31, 2026, with a total portfolio value of $968975311 across 276 positions, all held solely with sole voting and discretionary power. Top holdings by value include Apple Inc. ($49479297), Alphabet Inc. Cap Stk Cl C ($30588282), and iShares Tr Core Univrsl USD ($26547298). No prior period comparisons, changes, or performance metrics are provided in the filing.

• · All 276 positions held with sole voting power (SH SOLE) and no put/call options.
• · Filer address: 1100 Poydras Street Suite 2775, New Orleans, LA 70163.
• · Report filed as of May 12, 2026, with date as of change May 11, 2026.

12-05-2026

Second Half Financial Partners, LLC filed its 13F-HR report on May 12, 2026, disclosing 96 equity positions with a total market value of $222104570 as of March 31, 2026, all held solely with discretionary voting authority. The portfolio features heavy ETF exposure, including top holdings SPDR Series Trust ($43007987), NEOS ETF Trust Nasdaq-100 High Income ($24820283), and NEOS ETF Trust S&P 500 High Income ($19985052), alongside stocks like Apple Inc. (12771 shares, $3241118) and Nvidia Corp. (10400 shares, $1813809). No prior period comparisons, changes, or performance data were provided.

• · All positions reported as SH SOLE with 0 shared voting authority
• · Filer CIK: 0001946654, EIN: 854341638, incorporated in FL
• · Business address: 145 West Center Avenue, Sebring, FL 33870

12-05-2026

Ampco-Pittsburgh Corporation held its annual shareholder meeting on May 8, 2026, where J. Brett McBrayer was elected as a director with strong support (10,903,236 for vs. 91,315 withheld), while Darrell L. McNair faced higher opposition (9,614,803 for vs. 1,379,748 withheld). Shareholders approved the advisory vote on named executive officer compensation (10,273,057 for vs. 674,478 against) and ratified BDO USA, P.C. as the independent auditor for 2026 with overwhelming support (16,875,050 for vs. 65,409 against). All proposals passed despite some notable withheld votes on director McNair.

• · Meeting held on May 8, 2026; 8-K filed on May 12, 2026.
• · Directors elected for term expiring in 2029.
• · No broker non-votes on auditor ratification proposal.

12-05-2026

Chesapeake Asset Management LLC filed its 13F-HR on May 12, 2026, disclosing 328 equity positions with a total market value of $126,036,930 as of March 31, 2026. Top holdings include JPMorgan Chase & Co ($5,612,816), Spotify Technology S A ($3,824,485), Ryder Sys Inc ($3,070,650), SPDR Gold TR ($2,272,791), and Aflac Inc ($2,248,287). The portfolio is diversified across US large-caps, ADRs, REITs, and smaller speculative positions, with all reported as sole voting authority.

• · Filing covers period ending March 31, 2026
• · All positions reported with sole shared discretion and no put/call options
• · Includes ADRs from international firms like ASML Hldg N V, Taiwan Semiconductor M, Alibaba Group Hldg Ltd

12-05-2026

Orchestra BioMed Holdings, Inc. reported Q1 2026 total revenue of $110 thousand, an 87% YoY decline from $868 thousand, driven by the absence of partnership revenue ($0 vs. $732 thousand) while product revenue fell 19% to $110 thousand. Net loss widened 10% YoY to $20.7 million from $18.8 million, with operating expenses up 12% to $22.2 million and cash used in operations increasing 33% to $22.2 million; however, the company realized a $2.2 million gain on sale of strategic investments and raised $5.9 million net via at-the-market offering. Cash and equivalents ended at $28.4 million, down 18% QoQ, with marketable securities at $66.0 million.

• · Strategic investments reduced to $0 from $2,495 thousand QoQ following sale
• · Royalty purchase agreement liability increased to $17,787 thousand from $16,482 thousand QoQ
• · Derivative liability $2,784 thousand as of Mar 31, 2026 (Level 3 fair value)
• · Net loss per share improved to $(0.33) from $(0.49) YoY due to higher share count

12-05-2026

ExxonMobil issued a DEF A14A filing responding to Glass Lewis' negative recommendation against its proposal to redomicile from New Jersey to Texas, arguing that practical shareholder rights like special meetings (15% threshold) and proposals remain unchanged, while written consent is irrelevant given 40% retail ownership and no historical use. The company highlights Glass Lewis' undisclosed conflict from litigation with the Texas Attorney General and defends the exclusive forum provision as standard among S&P 500 companies, enhancing efficiency without limiting recourse. ExxonMobil urges Glass Lewis to reconsider, emphasizing preserved rights and governance balance.

• · 15% ownership threshold to call a special meeting remains unchanged
• · Exclusive forum provisions in place in roughly half of S&P 500 companies
• · ExxonMobil has never utilized or had shareholders seek action by written consent in modern history

12-05-2026

XOMA Royalty Corp reported total income and revenues of $12,318 for Q1 2026, down 23% YoY from $15,912, driven by a 50% drop in cost recovery income to $2,769 and no revenue from contracts with customers versus $4,000 last year, resulting in an operating loss of $480 compared to $5,929 profit. However, net income increased 89% YoY to $4,465 from $2,367, boosted by $3,545 gains on acquisitions and $4,760 other income, with basic EPS rising to $0.18 from $0.06. Cash and cash equivalents grew to $85,600 from $82,908 QoQ, while total assets were nearly flat at $271,858 versus $272,698.

• · Operating cash flow increased to $6,121 from $2,198 YoY.
• · Long-term debt decreased to $88,825 from $96,451 QoQ.
• · G&A expenses rose 46% YoY to $11,857.
• · Generation Bio acquisition closed February 9, 2026, contributing $8,458 in net cash acquired.

12-05-2026

Dorchester Minerals, L.P. (DMLP) filed an 8-K announcing its 2026 Annual Meeting of Limited Partners on May 13, 2026, at 2:00 pm Central Time, immediately followed by an investor presentation discussing historical financial and operational information. Bradley J. Ehrman, Chief Executive Officer, along with other employees, will present, with slides attached as Exhibit 99.1 under Regulation FD Disclosure.

• · Annual Meeting location: 2699 Howell Street, Dallas, TX 75204
• · Information under Item 7.01 is furnished, not filed, and not incorporated by reference

12-05-2026

Alaethes Wealth, LLC filed its 13F-HR on May 12, 2026, reporting 124 equity and ETF positions held as of March 31, 2026. Key holdings include large share positions in ETFs such as Vanguard Scottsdale Funds Intermediate-Term Treasury ETF (60,188,700 shares) and Vanguard Core Bond ETF (41,311,200 shares), and stocks like Nvidia Corporation (7,002,300 shares), Apple Inc. (5,271,100 shares), and Amazon.com Inc. (4,216,700 shares). The filing discloses solely owned long positions and a small number of put options, with no period-over-period changes provided.

• · Filing includes a small number of put options on entities like Carvana Co (1,000 shares put sole), Micron Technology Inc (1,000 shares put sole), and Tesla Inc (1,000 shares put sole).
• · Contact: N Cole Holmlund, Wealth Advisor, phone 8583868865.

12-05-2026

On May 7, 2026, Schlumberger Investment S.A. (guaranteed by SLB Limited) issued $500,000,000 of 4.550% Senior Notes due 2031, $500,000,000 of 4.800% Senior Notes due 2033, and $1,000,000,000 of 5.150% Senior Notes due 2036 under an existing indenture. The notes were sold pursuant to an underwriting agreement dated April 30, 2026, with J.P. Morgan Securities LLC, HSBC Securities (USA) Inc., and Standard Chartered Bank as representatives of the underwriters. This 8-K filing incorporates exhibits including the underwriting agreement and sixth supplemental indenture for SEC registration purposes.

• · Registration statement filed April 30, 2026 (No. 333-295427)
• · Notes issued under Base Indenture dated December 3, 2013, as amended, and Sixth Supplemental Indenture dated May 7, 2026

12-05-2026

For the nine months ended March 31, 2026, Advanced Oxygen Technologies Inc. (AOXY) reported revenues of $35,516, up 2% YoY from $34,726, primarily from real estate rentals, while income from operations slightly declined to $10,256 from $10,673 and net income fell 24% to $2,657 from $3,495. Total assets decreased to $654,955 from $693,077 as of June 30, 2025, with cash dropping to $34,626 from $57,225, though cash from operations improved 37% to $36,518. Comprehensive loss was $16,952 due to foreign currency translation adjustments.

• · Stockholders’ equity declined to $398,662 as of March 31, 2026 from $415,614 at June 30, 2025.
• · Total liabilities decreased to $256,293 from $277,463 QoQ.
• · Foreign currency translation adjustment contributed to comprehensive loss of $16,952 for nine months ended March 31, 2026.

12-05-2026

Jackson Brooke LLC filed a 13F-HR report disclosing holdings of 2,279,109 shares in Jackson Financial Inc., valued at $92,303,914 as of March 31, 2026. Share count remained unchanged from the prior period at 2,279,109 shares, indicating flat positioning with no additions or reductions.

• · Filing submitted on May 12, 2026 for period ending March 31, 2026
• · SEC file number: 028-26894