S&P 500 Energy Sector SEC Filings — May 13, 2026

13-05-2026

Godshalk Welsh Capital Management, Inc. filed its 13F-HR on May 13, 2026, disclosing 129 equity positions held as of March 31, 2026, all with sole voting authority and no shared or none authority positions. Top holdings by market value include Apple Inc. (8197925 USD, 32302 shares), Microsoft Corporation (7334919 USD, 19815 shares), and Alphabet Inc. Cl A (5139847 USD, 17874 shares), alongside a diversified mix of large-cap stocks, ETFs, and fixed-income oriented iShares iBonds ETFs. No prior period comparisons are available in the filing.

• · Report period end date: 2026-03-31
• · Filing as of date: 2026-05-13
• · All 129 positions held as sole discretionary accounts
• · Portfolio includes significant allocations to short-term municipal and corporate bond ETFs (e.g., iShares iBonds series totaling over 1M USD each in multiple maturities)

13-05-2026

Winchester Bancorp reported strong growth with total assets reaching $1.057 billion at March 31, 2026, up 11.4% from $949.4 million at June 30, 2025, driven by 12.0% loan growth to $840.5 million and 15.4% deposit expansion to $783.7 million. For the three months ended March 31, 2026, net interest income surged 44% YoY to $6.297 million, boosting net income to $1.145 million from $0.305 million. However, non-interest income for the nine months declined 32.7% to $0.800 million YoY, provision for credit losses shifted to an expense of $0.325 million from a $0.021 million benefit, and cash equivalents dipped 2.3% to $54.0 million.

• · Allowance for credit losses: $4,537 thousand at March 31, 2026 (up from $4,151 thousand at June 30, 2025)
• · Total stockholders' equity: $119,144 thousand at March 31, 2026 (up 3.3% from $115,352 thousand at June 30, 2025)
• · Basic and diluted EPS nine months ended March 31, 2026: $0.35

13-05-2026

Williamson Legacy Group, LLC filed its 13F-HR on May 13, 2026, disclosing total holdings of $133,384,211 as of March 31, 2026, across 81 positions primarily in technology, industrials, and materials sectors. Top holdings include Lumentum Holdings Inc ($7,930,647), Ciena Corp ($6,570,405), and SanDisk Corp ($5,958,854), with all positions held as sole discretionary shares. No period-over-period changes are indicated in this quarterly snapshot filing.

• · All 81 positions held with sole voting and dispositive power (SH SOLE).
• · Filing CIK: 0002011965; SEC File Number: 028-23770.
• · Smaller positions include NVIDIA Corp (11,922 shares, $2,079,227), Microsoft Corp (780 shares, $288,733), and Apple Inc (822 shares, $208,615).

13-05-2026

KAANAPALI LAND LLC reported Q1 2026 total revenues of $20,383, up dramatically from $440 in Q1 2025, primarily from $19,899 in property sales, driving net income of $13,309 and EPS of $7.22 versus a prior-year loss of $1,168 and EPS of $(0.63). The Property segment achieved operating income of $9,615 before taxes, compared to a $573 loss, while the Agriculture segment posted a $214 loss, improved from $298 but still negative. Cash provided by operating activities reached $20,922, versus a $1,651 use, though a $981 distribution was made for affiliate retirement plans.

• · Total inventory $2,192 at March 31, 2026, up from $1,877 at December 31, 2025.
• · Distribution for retirement plan contribution: $981 in Q1 2026 versus $924 in Q1 2025.
• · Total shareholders’ equity $89,461 at March 31, 2026, up from $79,691 at March 31, 2025.

13-05-2026

For Q1 FY2026, Hughes Satellite Systems Corp reported total revenue of $324,914, down 11.2% YoY from $366,064, with service revenue declining 10.2% to $249,491 and equipment sales dropping 14.7% to $75,423; however, total costs and expenses fell 24.2% to $308,053, resulting in operating income of $16,861 versus a prior-year loss of $40,187, and a narrower net loss of $7,679 (HSSC attributable: $7,309) compared to $49,040. Total assets decreased QoQ to $1,903,620 from $1,997,242, cash fell to $101,628 from $118,765, and stockholder's equity deficit worsened slightly to $856,511 from $852,617. The filing raises substantial doubt about the company's ability to continue as a going concern due to insufficient cash and financing for upcoming obligations.

• · Substantial doubt about going concern due to insufficient cash, projected cash flows, or committed financing for obligations over the next 12 months.
• · Current portion of debt and other notes payable: $1,510,174 as of March 31, 2026.
• · Trade accounts receivable net: $286,730 (March 31, 2026) vs $311,723 (Dec 31, 2025), allowance for credit losses $14,843 vs $17,559.

13-05-2026

Devon Energy Corp/DE (DVN) filed a 13F-HR on May 13, 2026, reporting its holdings as of March 31, 2026. The filing discloses ownership of 17,757,225 sole voting shares in Waterbridge Infrastructure LLC Class A shares (CUSIP: 940923105), with a market value of $475,716,058. No prior period comparisons or changes in holdings are provided in this filing.

• · CUSIP: 940923105 for Waterbridge Infrastructure L CL A SHS REPSTG
• · Business address: Three Memorial City Plaza, 840 Gessner Road, Suite 1400, Houston, TX 77024

13-05-2026

Briar Hall Management LLC filed its 13F-HR report for the period ending March 31, 2026, disclosing total holdings valued at $6,724,733,487 primarily in Illinois Tool Works Inc. The firm reports 24,863,483 shares held solely (valued at $6,471,715,990) and 972,060 shares held other-managed (valued at $253,017,497) in Illinois Tool Works Inc COM (CUSIP 452308109). No changes or prior period comparisons are provided in the filing.

• · Filing submitted on May 13, 2026, for quarter ended March 31, 2026.
• · Briar Hall Management LLC based in Nashville, TN (511 Union Street, Suite 735).