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

12-05-2026

At the 2026 Annual Meeting on May 7, 2026, Cadence Design Systems, Inc. stockholders elected all eleven director nominees with strong majority support ranging from approximately 90-99% for most, though Alberto Sangiovanni-Vincentelli faced 15,237,989 votes against. Stockholders also approved the amendment to the Omnibus Equity Incentive Plan, increasing authorized shares by 5,000,000, an advisory resolution on named executive officer compensation, and ratification of PricewaterhouseCoopers LLP as auditor for fiscal year ending December 31, 2026. All proposals passed with significant majorities.

• · Board approved Omnibus Plan amendment on February 12, 2026, subject to stockholder approval
• · Proxy Statement filed March 25, 2026
• · Omnibus Plan previously set to end April 30, 2030, now continues until terminated by Board or shares depleted

12-05-2026

Ducommun Incorporated reported record Q1 2026 net revenue of $209.0 million, up 9% YoY from $192.5 million, driven by 18% growth in commercial aerospace and gains in defense including missiles and fixed-wing platforms like F-35 and F-15. Gross margins expanded 70 bps to 26.9%, net income surged 607% to $9.9 million, and adjusted EBITDA rose 19% to $35.4 million (16.9% of revenue); however, industrial end-use markets declined $1.4 million, Structural Systems operating margin dipped slightly to 11.4% from 11.9%, and future destocking headwinds are expected in commercial aerospace.

• · Electronic Systems operating income $22.9M (19.5% margin) vs $17.5M (16.0%) YoY.
• · Structural Systems operating income $10.4M, up $0.5M YoY but margin down 50 bps.
• · CG&A expenses $17.6M (8.4% of revenue) vs $22.4M (11.6%) YoY, due to lower stock-based compensation.
• · Interest expense $4.0M vs $3.3M YoY.
• · Cash and cash equivalents declined to $39.1M from $45.3M at Dec 31, 2025.

12-05-2026

AI-Squared Management Ltd, a Hong Kong-based investment manager, filed its 13F-HR report disclosing holdings in 19 equity positions totaling $137,414,893 as of March 31, 2026. The portfolio features significant concentrations in technology and semiconductor names, with the largest position in Lumentum Holdings Inc valued at $25,524,946 (36,321 shares). Other major holdings include Sandisk Corp ($13,431,088; 21,140 shares), Micron Technology Inc ($12,629,811; 37,384 shares), and Advanced Micro Devices Inc ($11,371,737; 55,900 shares).

• · All 19 positions held solely with no voting authority or other managers reported.
• · Additional holdings include VNET Group Inc ($5,154,816; 614,400 shares), GDS Holdings Ltd ($4,278,798; 106,200 shares), and Baidu Inc ($7,193,052; 64,558 shares).
• · Filing submitted by Michelle Lim, Partner/COO, from Hong Kong.

12-05-2026

LightSquare Wealth Management, LLC filed its 13F-HR on May 12, 2026, disclosing 92 equity holdings totaling $133,487,117 as of March 31, 2026, all with sole discretionary voting authority and no put/call options. The portfolio features significant allocations to ETFs such as the Select Sector SPDR Technology ETF ($13,386,113) and Vanguard Value ETF ($11,791,928), alongside individual stocks including NVIDIA Corporation ($3,251,805 for 18,646 shares) and Apple Inc. ($2,352,691 for 9,270 shares). No prior period comparisons or performance metrics were provided in the filing.

• · All holdings reported as SH SOLE with 0 put and 0 call options
• · Filing effective date: May 12, 2026
• · Conformed period of report: March 31, 2026
• · Business address: 30150 Telegraph Rd Suite 170, Bingham Farms, MI 48025

12-05-2026

Madison Air Solutions Corp reported Q1 2026 net sales of $923.7 million, up 33.8% YoY (12.5% pro forma), with strong segment growth in Residential (+59.8%) and Commercial (+23.5%), while Adjusted EBITDA increased 38.7% to $233.4 million (margin up 89 bps to 25.3%). However, GAAP net income fell 6.9% to $43.0 million, free cash flow was flat at $50.4 million, and organic Residential sales declined 1.9% with volume declines in some Commercial areas like air handling. Post-quarter, the company completed its IPO raising $2,584.2 million in net proceeds to repay $2,661.2 million in debt, and issued FY2026 guidance of $3,750-$3,850 million net sales and $1,020-$1,065 million Adjusted EBITDA.

• · Commercial organic growth of 17.2% driven over half by data center cooling, partially offset by declines in air handling and commercial dehumidification.
• · Residential Adjusted EBITDA decreased $1.4 million after AprilAire acquisition due to volume declines in professional distribution channels.
• · Pre-IPO net leverage down ~0.2x from year-end; post-IPO adjusted net leverage 3.0x.
• · FY2026 guidance: Net sales $3,750-$3,850M; Adjusted EBITDA $1,020-$1,065M.
• · Backlog up 115.5% YoY and orders up 29.1% on combined basis.

12-05-2026

Imunon, Inc. reported a net loss of $4.2M for Q1 2026, widening 3.6% YoY from $4.1M, driven by higher R&D expenses up 7.9% while G&A remained flat; loss per share improved to $(0.84) from $(3.15) due to share dilution. Cash and equivalents fell 45% QoQ to $4.8M from $8.8M amid $4.0M operating cash burn (up 40% YoY), though up from $2.9M at Q1 2025 end. Total assets declined to $8.0M from $12.3M, with plans to cut spending and seek funding signaling liquidity pressures.

• · Investment income increased to $57,530 from $42,804 YoY.
• · Operating lease right-of-use assets at $887,892 as of March 31, 2026.
• · Plans include reducing expenditures, pursuing equity/debt funding, partnerships, and out-licensing drug candidates.
• · No purchases of property and equipment in Q1 2026 vs $259,652 in Q1 2025.

12-05-2026

Cadence Wealth Management LLC reported 58 holdings totaling $239,703,910 in market value as of March 31, 2026, in its 13F-HR filing. The portfolio is concentrated in fixed income ETFs such as iShares 20+ Year Treasury Bond ETF ($47,833,375) and Vanguard Extended Duration Treasury ETF ($24,915,015), with additional positions in SPDR funds ($37,637,161). Equity holdings include mining, energy, and technology names like Agnico Eagle Mines, Apple, Amazon, Nvidia, and Tesla.

• · All reported holdings held with sole voting and disposition power (SH SOLE); no shared power indicated.
• · Portfolio includes significant commodity exposure via gold and silver ETFs and mining equities.
• · Filed on May 12, 2026, for quarter ended March 31, 2026.

12-05-2026

Muzero Acquisition Corp reported net income of $921,491 for the three months ended March 31, 2026, driven by $1,126,721 in interest income primarily from the Trust Account following its IPO, which funded $202,374,142 in investments held in Trust. However, the company recorded an operating loss of $205,230, and shareholders' deficit widened to $(6,008,384) from $(24,541) due to accretion of Class A shares to redemption value. Total assets grew significantly to $203,574,958 from $198,950, reflecting IPO proceeds, while cash and equivalents increased to $934,577 from $69.

• · Promissory Note – related party repaid to $0 from $145,000.
• · Advances from related party: $9,450 as of March 31, 2026.
• · Basic and diluted net income per share: $0.05 for both Class A redeemable and Class B non-redeemable ordinary shares.
• · Net cash used in operating activities: $(370,758).
• · Non-cash: Offering costs included in accrued offering costs $75,000; Deferred Fee payable $7,043,750.

12-05-2026

Immunome submitted an NDA to the FDA in April 2026 for varegacestat in desmoid tumors, following positive Phase 3 RINGSIDE data showing an 84% reduction in progression risk (HR=0.16), 56% ORR vs. 9% placebo, and -83% median tumor volume change vs. +11%; detailed data selected for ASCO 2026 oral presentation. The company advanced its ADC pipeline with ongoing Phase 1 for IM-1021, IND clearance for IM-1617, and plans for IM-3050 trial. Q1 2026 financials showed a net loss widening to $53.8M from $41.6M YoY, driven by R&D expenses rising to $46.4M (up from $36.9M) and G&A to $13.0M (up from $10.7M), with cash declining to $582.7M (sufficient into 2028).

• · Total assets $619.8M as of March 31, 2026 (down from $683.2M Dec 31, 2025)
• · Total operating expenses $59.3M Q1 2026 (up from $47.6M Q1 2025)
• · Interest income $5.5M Q1 2026 (up from $3.0M Q1 2025)
• · Net loss per share $0.48 Q1 2026 (improved from $0.52 Q1 2025)
• · Plans MAA submission to EMA for varegacestat by end 2026; Phase 1 IM-1617 initiation Q2 2026; INDs for IM-1340 mid-2026, IM-1335 late 2026

12-05-2026

Belvedere Trading LLC reported 731 equity positions totaling $84,443,433,143 as of March 31, 2026, in its quarterly 13F-HR filing submitted on May 12, 2026. The portfolio heavily features sole discretionary options trading, with the largest position being $14,782,857,938 in put options on Eversource Energy (2,222,000 shares equivalent), followed by $3,894,496,062 in call options on the same stock. Other major holdings include call options on Apple Inc ($530,522,616), Broadcom Inc ($346,465,494), and AMD ($361,922,313), alongside exposures to leveraged ETFs, commodity trusts like abrdn metals ETFs, and tech/growth names.

• · All positions held with sole voting and disposition power
• · Business address: 10 S. Riverside Plaza, Suite 2100, Chicago, IL 60606
• · Heavy concentration in leveraged/inverse ETFs from Direxion and T-Rex, commodity physical trusts, and single-stock options on tech/semiconductors

12-05-2026

Napean Trading & Investment Co (Singapore) PTE Ltd filed Form 13F-HR on May 12, 2026, disclosing institutional equity holdings as of March 31, 2026, with a total portfolio market value of $232,963,608 across 16 positions, all held with sole voting and disposition power. Largest holdings include CUSIP 639193101 (CL A) at $77,775,163 (5,874,257 shares) and CUSIP 770700102 (COM CL A) at $72,751,279 (1,049,802 shares). No prior period data is available for comparison.

• · Filing period end date: March 31, 2026
• · All 16 positions reported as SH SOLE with 0 shared voting or disposition power
• · Smallest holding: CUSIP 16935C109 at $222,475 (11,878 shares)

12-05-2026

NVIDIA Corporation filed a DEFA14A (definitive additional proxy materials) on May 12, 2026, as Schedule 14A pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing relates to the notice of the 2026 annual meeting and was submitted by the registrant with no fee required. No financial or operational metrics are disclosed in the provided content.

12-05-2026

AIM ImmunoTech Inc. closed a warrant exercise inducement transaction on May 8, 2026, receiving aggregate gross proceeds of approximately $3.6 million from the cash exercise of 7,451,920 shares of existing warrants (Classes A-F) at a reduced price of $0.48 per share. In exchange, the company issued Inducement Warrants (Class H) to purchase up to 14,903,840 shares at $0.60 per share, exercisable after stockholder approval for five years. Placement agent Ladenburg Thalmann & Co. Inc. received cash fees and expenses totaling approximately $361,000 and Placement Agent Warrants for up to 6% of the exercised shares.

• · Inducement Letter dated May 7, 2026; transaction closed May 8, 2026; filing dated May 12, 2026.
• · Existing warrants originally issued: Class A/B on May 31, 2024; Class C/D on September 30, 2024; Class E/F on July 31, 2025.
• · Placement Agent Warrants exercisable at $0.60 (125% of reduced exercise price), five-year term, with piggyback registration rights.
• · Securities issued under Section 4(a)(2) exemption; not registered under Securities Act.

12-05-2026

Townsquare Media, Inc. held its 2026 Annual Meeting of Stockholders on May 11, 2026, where Stephen Kaplan received 14,115,299 votes in favor (87% of votes cast) and Bill Wilson received 16,169,766 votes in favor (99.3%) for election as Class III Directors for three-year terms. Stockholders also ratified BDO USA, P.C. as independent auditor with 20,028,751 votes in favor (99.6%), approved 2025 named executive officer compensation on an advisory basis with 14,577,117 votes in favor (89.6%), and selected a three-year frequency for future advisory votes with 11,718,487 votes (72.3%). All proposals passed with strong shareholder support.

• · Record date: March 18, 2026
• · Annual Meeting date: May 11, 2026
• · Stephen Kaplan votes: For 14,115,299; Withheld 2,175,032
• · Bill Wilson votes: For 16,169,766; Withheld 120,565
• · Auditor ratification: Against 8,330; Abstain 21,906
• · Say-on-pay: Against 1,675,802; Abstain 37,412
• · Frequency vote: 1-year 4,491,780; 2-years 53,164; 3-years 11,718,487; Abstain 26,900
• · Future say-on-pay votes every three years per Board recommendation

12-05-2026

Madison International Realty Holdings, LLC filed a 13F-HR for the period ending March 31, 2026, disclosing that it fully sold out of all its 13F advised securities during Q1 2026, resulting in zero holdings. The filing was required due to meeting the 13F reporting threshold in 2025, in accordance with regulations. No prior period holdings are detailed, but the complete liquidation represents a 100% reduction to zero.

• · Filed as of date: May 12, 2026
• · Conformed period of report: March 31, 2026
• · Business address: 300 Park Avenue, 3rd Floor, New York, NY 10022

12-05-2026

Diana Shipping Inc., through its wholly-owned subsidiary Dragon Merger Sub Inc., reports beneficial ownership of 6,413,151 shares (14.7%) of Genco Shipping & Trading Ltd's common stock as of May 6, 2026, amid an ongoing cash tender offer to acquire all outstanding shares at $23.50 per share, representing a 31% premium to the undisturbed share price and 1.0x NAV. The filing amends the prior Schedule TO and announces a campaign website (www.CashforGenco.com) criticizing Genco's board for refusing to engage on the offer and exhibiting entrenchment, while launching a proxy fight to elect six independent director nominees at Genco's June 18, 2026 annual meeting. No tender acceptance updates or changes in ownership are reported beyond the stated holdings.

• · Tender offer documents originally filed May 4, 2026; this is Amendment No. 2 filed May 12, 2026.
• · Genco's 2026 Annual Meeting of Shareholders scheduled for June 18, 2026.
• · Diana Shipping Inc. owns approximately 14.7% of Genco's outstanding shares.
• · All reported shares owned by Diana Shipping Inc.; Dragon Merger Sub Inc. has sole dispositive power over 6,413,151 shares and no voting power.

12-05-2026

Richmond Mutual Bancorporation, Inc. (RMBI) reported net income of $2,785,291 for the three months ended March 31, 2026, a 41.5% YoY increase from $1,968,310, with net interest income rising 11.6% YoY to $11,446,413 due to lower interest expense on deposits and borrowings. However, total assets declined 0.4% QoQ to $1,519,216,384 from $1,525,790,540, net loans decreased 0.2% QoQ to $1,174,121,856, non-interest expenses rose 3.9% YoY to $8,703,425, and comprehensive income dropped sharply to $319,019 from $3,244,492 due to a $2,466,272 unrealized loss on available-for-sale securities.

• · Provision for credit losses decreased to $693,094 from $731,095 YoY.
• · Basic EPS increased to $0.29 from $0.20 YoY.
• · Common stock dividends declared at $0.15 per share, totaling $1,464,950.
• · Net cash provided by operating activities rose to $2,785,570 from $2,180,680 YoY.

12-05-2026

Murphy USA Inc. priced a previously announced private offering of $500 million aggregate principal amount of 5.875% senior notes due 2034 issued by its wholly owned subsidiary, Murphy Oil USA, Inc., with guarantees from Murphy USA and certain domestic subsidiaries. The notes are issued at 100.000% and the offering is expected to close on May 27, 2026, subject to customary conditions. The unregistered notes will be offered only to qualified institutional buyers under Rule 144A and certain non-U.S. persons under Regulation S.

• · Notes guaranteed on a senior unsecured basis by Murphy USA and certain domestic subsidiaries.
• · Notes will not be registered under the Securities Act of 1933 or any state securities laws.

12-05-2026

Atmus Filtration Technologies Inc. held its Annual Meeting of Stockholders on May 12, 2026, electing Stephanie J. Disher, Diego Donoso, Heath Sharp, and Stuart A. Taylor II to its Board of Directors for three-year terms. Stockholders approved the advisory vote on executive compensation and ratified PricewaterhouseCoopers LLC as the independent auditor for the fiscal year ending December 31, 2026, with all proposals passing by overwhelming majorities exceeding 95% in favor where broker non-votes applied. Of 81,672,428 shares eligible to vote as of the March 23, 2026 record date, 75,920,780 shares were present or represented by proxy.

• · Proposal 1 Director Election - Stephanie J. Disher: For 71,811,918; Against 484,851; Abstain 13,451
• · Proposal 1 Director Election - Diego Donoso: For 70,727,528; Against 1,457,764; Abstain 124,928
• · Proposal 1 Director Election - Heath Sharp: For 71,622,151; Against 673,856; Abstain 14,213
• · Proposal 1 Director Election - Stuart A. Taylor II: For 71,077,282; Against 1,219,802; Abstain 13,136
• · Proposal 2 Advisory Vote on Executive Compensation: For 70,927,113; Against 1,327,634; Abstain 55,473
• · Proposal 3 Ratification of PricewaterhouseCoopers LLC: For 75,870,182; Against 37,685; Abstain 12,913

12-05-2026

Dyadic International, Inc. (DYAI) has issued a proxy statement for its 2026 Virtual Annual Meeting on June 18, 2026, seeking shareholder approval for electing one Class I director for a term ending in 2029, authorizing a discretionary reverse stock split, ratifying Crowe LLP as independent auditors for the year ending December 31, 2026, and an advisory vote on 2025 Named Executive Officer compensation. The record date is April 24, 2026, with 36,438,703 shares of common stock outstanding. Directors and executive officers beneficially own approximately 20.9% of the outstanding common stock.

• · Annual Meeting is virtual only at www.virtualshareholdermeeting.com/DYAI2026, 10:00 a.m. Eastern Daylight Savings Time.
• · Proxy voting deadline: 11:59 p.m. Eastern Daylight Savings Time on June 17, 2026.
• · Board recommends voting FOR all proposals.

12-05-2026

Oracle Corporation unanimously elected Dr. Tomislav Mihaljevic, M.D., CEO and President of Cleveland Clinic, to its Board of Directors effective May 6, 2026, increasing the board size to 13 members. Oracle executives, including Mike Sicilia and Clay Magouyrk (both cited as CEO) and Bruce Chizen (Chair of Nomination and Governance Committee), praised Mihaljevic's healthcare leadership and expertise in clinical organizations, technology, and risk management as invaluable for Oracle's healthcare initiatives. Board members serve one-year terms, with the next election at the annual stockholder meeting in November 2026.

• · Dr. Mihaljevic joined Cleveland Clinic in 2004; served as CEO of Cleveland Clinic Abu Dhabi from 2015-2017.
• · Press release dated May 12, 2026; includes standard safe harbor statement referencing SEC filings for risks.

12-05-2026

Advanced Micro Devices Inc (AMD) filed a 13F-HR holdings report as of March 31, 2026, disclosing its equity positions in select companies with no reported changes in share ownership voting authority. The portfolio includes a largest position of 1,151,052 shares in Sanmina Corp valued at $149,222,381, followed by 5,714,285 shares in ABSCI Corporation at $17,142,855, 65,516 shares in Marvell Technology Inc at $6,489,360, and 200,000 shares in Xanadu Quantum Technologies Ltd at $1,532,000. All positions are held solely with no shared or other voting authority.

• · Report filed on May 12, 2026
• · Conformed period end: March 31, 2026
• · All positions report 0 shares with shared or other voting authority

12-05-2026

Cottonwood Communities, Inc. reported total revenues of $47,525 thousand for Q1 2026, up 16.9% YoY from $40,666 thousand, driven by 16.7% growth in rental revenues to $43,553 thousand. However, operating expenses surged 37.7% to $54,722 thousand, primarily due to higher depreciation and amortization, resulting in an operating loss of $7,197 thousand versus $945 thousand income YoY, though net loss narrowed slightly to $12,230 thousand from $13,014 thousand. Total assets decreased to $2,161,682 thousand from $2,190,466 thousand QoQ, reflecting lower real estate assets.

• · Net cash used in operating activities improved to $1,212 thousand from $5,463 thousand YoY.
• · Net cash provided by investing activities $44,341 thousand vs $63,456 thousand YoY.
• · Gain on sale of real estate assets $15,759 thousand in Q1 2026 vs $7,932 thousand YoY.
• · Mortgage notes and revolving credit facility, net decreased to $1,211,623 thousand from $1,246,637 thousand QoQ.

12-05-2026

OptimumBank Holdings, Inc. reported strong Q1 2026 results with total assets growing 14.1% QoQ to $1,268.7M, driven by 13.8% loan growth to $1,078.5M and 17.3% deposit growth to $1,092.9M; net interest income surged 39.9% YoY to $13.2M, boosting net income 20.5% YoY to $4.7M (basic EPS $0.39 vs $0.33). However, noninterest expenses rose 42.2% YoY to $8.0M due to higher salaries and data processing costs, and the company recorded a $0.8M credit loss provision versus a $0.2M reversal in Q1 2025.

• · Allowance for credit losses increased to $11,061k from $10,273k QoQ.
• · Stockholders’ equity grew 4.0% QoQ to $126,848k.
• · Net cash used in investing activities $133,537k due to $131,943k net increase in loans.
• · Other comprehensive loss of $134k in Q1 2026 vs income of $417k in Q1 2025.

12-05-2026

Ilmarinen Mutual Pension Insurance Co disclosed 462 equity holdings totaling $12,713,221,000 as of March 31, 2026, in its 13F-HR filing submitted on May 12, 2026. Top positions by value include XTRACKERS MSCI USA CLIMATE ACTION EQUITY ETF ($2.06B), Apple Inc. ($478.8M), Alphabet Inc. Class A ($395.2M), Amazon.com Inc. ($272.0M), and Broadcom Inc. ($169.7M). All holdings are reported as sole discretionary.

• · Report period end date: March 31, 2026
• · Filing date: May 12, 2026
• · All positions held solely on discretionary basis with zero shared or other management

12-05-2026

JPMorgan Chase & Co. filed a Schedule 13G/A amendment on May 12, 2026, reporting beneficial ownership of 13,547,554 shares (9.2%) of Warner Music Group Corp.'s Class A Common Stock as of March 31, 2026. Ownership is aggregated across JPMorgan entities and held in the ordinary course of business, not for the purpose of influencing control. No material changes in ownership levels are indicated in the filing.

• · Filed under Rule 13d-1(b) as a passive investor
• · Warner Music Group Corp. address: 1633 Broadway, New York, NY 10019
• · JPMorgan Chase & Co. address: 270 Park Avenue, New York, NY 10017

12-05-2026

Leading Edge Financial Planning LLC filed its 13F-HR report on May 12, 2026, disclosing 72 sole discretionary equity holdings as of March 31, 2026. Top positions by market value include SPDR Series Trust (CUSIP 78464A854) at $70,011,329, Dimensional ETF Trust International Core Equity Market ETF (CUSIP 25434V799) at $69,516,527, and Dimensional ETF Trust US High Profitability ETF (CUSIP 25434V831) at $44,114,675. Other significant holdings feature Schwab Strategic Trust US Broad Market ETF ($41,186,154) and Dimensional ETF Trust US Small Cap Value ETF ($33,963,461).

• · All 72 positions held as sole discretionary with 0 shared, 0 other manager voting authority.
• · Filer address: 6921 Office Park Circle, Knoxville, TN 37909.
• · Report period end: March 31, 2026.
• · Notable individual stock holdings: Apple Inc (3,297 shares, $836,623), NVIDIA Corporation (1,503 shares, $262,157), Amazon.com Inc (1,950 shares, $406,126).

12-05-2026

Muncy Columbia Financial Corporation issued a press release on May 12, 2026, declaring a dividend and authorizing a new treasury stock repurchase program, as disclosed in this Form 8-K under Item 8.01 Other Events. The press release is attached as Exhibit 99.1. No specific amounts or details on the dividend or repurchase program were provided in the filing body.

• · Filing includes Exhibit 99.1: Press Release dated May 12, 2026.
• · Securities registered pursuant to Section 12(b): None.

12-05-2026

Paradigm Asset Management Co LLC filed its 13F-HR on May 12, 2026, disclosing equity holdings as of March 31, 2026, across approximately 400 positions primarily in U.S. and international large-cap stocks. Top holdings by market value include Alphabet Inc. CL A (9233552 USD), JPMorgan Chase & Co. (8645657 USD), Apple Inc. (5112853 USD), ASML Holding NV (4730040 USD), and Alphabet Inc. CL C (1328162 USD). The portfolio shows diversified exposure with many positions held solely (discretionary) and others managed on behalf of clients.

• · Report period end date: 2026-03-31
• · Filing date: 2026-05-12
• · Holdings include a mix of sole discretionary shares and other managed shares across sectors like technology, financials, and healthcare

12-05-2026

Community Bank, N.A. filed its 13F-HR report on May 12, 2026, disclosing equity holdings as of March 31, 2026, across 698 securities with a total market value of $840109213. Top holdings include Apple Inc. at $93628149 (368920 shares), Alphabet Inc. Class A at $11176140 (38867 shares), Amazon.com Inc. at $8004355 (38433 shares), Exxon Mobil Corp. at $8709977 (51338 shares), and Cisco Systems Inc. at $9784893 (126111 shares). The portfolio shows diversification into ETFs like Avantis US Smallcap Value ETF ($6312354, 57141 shares) and sectors including technology, energy, healthcare, and utilities, with positions held as sole or defined discretionary.

• · Holdings include both SOLE and DFND discretionary positions
• · Business address: 5790 Widewaters Parkway, DeWitt, NY 13214

12-05-2026

Azimuth Capital Investment Management LLC disclosed total equity holdings of $2,657,468,303 across 300 positions in its 13F-HR filing as of March 31, 2026. Top holdings include Apple Inc. ($115,434,077), NVIDIA Corp. ($101,801,853), Microsoft Corp. ($89,894,149), and Broadcom Inc. ($77,947,308), reflecting a focus on large-cap technology stocks. No prior period comparisons are available in this filing.

• · Filing date: May 12, 2026
• · Report period end date: March 31, 2026
• · Filer CIK: 0001942364
• · Business address: 200 E. LONG LAKE ROAD SUITE 160, BLOOMFIELD HILLS, MI 48304