US SEC Filings Daily Market Digest — July 22, 2026

22-07-2026

E Fund Management (Hong Kong) Co., Ltd. filed its quarterly 13F-HR for the period ending June 30, 2026, disclosing a portfolio of 551 equity holdings with a total market value of approximately $3.015 billion. The filing shows a diversified portfolio with significant positions in technology (Apple, Microsoft, Nvidia, Broadcom, Amazon, Alphabet, Meta), gold miners (Agnico Eagle, Barrick, Newmont), and select Chinese ADRs (Full Truck Alliance, Hello Group, H World Group).

• · Top holdings by market value include Apple ($11.06M), Microsoft ($10.82M), Nvidia ($9.89M), Amazon ($7.46M), and Broadcom ($6.24M).
• · Significant gold mining exposure: Agnico Eagle ($2.34M), Barrick Gold ($1.84M), Newmont ($1.22M), Harmony Gold ($292K), Gold Fields ($906K).
• · Large positions in Chinese ADRs: Full Truck Alliance ($2.25M), Hello Group ($538K), H World Group ($3.04M), Autohome ($530K).
• · Portfolio includes 551 unique equity positions as of June 30, 2026.

22-07-2026

Cal-Maine Foods reported a sharp decline in fiscal Q4 2026 results, with net sales falling 49.9% YoY to $552.6 million and a net loss of $35.9 million, driven by historically low egg prices due to industry oversupply. However, the company is executing a strategic transformation: it acquired additional Eggland's Best® franchise territory in the Northeast and announced a $54 million investment to expand Prepared Foods capacity by 30%, while its Specialty Shell Eggs and Prepared Foods segments combined grew to 53.0% of Q4 net sales. Despite the downturn, the company maintained a strong balance sheet and repurchased $30.1 million in shares during the quarter.

• · Prepared Foods segment sales grew to $60.4 million in Q4 FY2026 from $1.6 million in Q4 FY2025, a 3,760% increase, driven by acquisitions and capacity expansion.
• · Conventional Shell Eggs segment reported an operating loss of $40.6 million in Q4 FY2026, compared to operating income of $370.5 million in Q4 FY2025.
• · Specialty Shell Eggs segment operating income fell 79.9% YoY to $17.5 million in Q4 FY2026.
• · Prepared Foods segment achieved a 14.6% operating margin in Q4 FY2026, up from -41.3% in Q4 FY2025.
• · No cash dividend will be paid for Q4 FY2026 due to cumulative net loss of $35.9 million under the variable dividend policy.
• · Urner Barry market prices averaged $0.72 per dozen in the first five weeks of Q1 FY2027, approximately 54% below the comparable period in Q4 FY2026, but have since increased by over 90% in a few weeks.
• · The company's share repurchase program has $320.7 million remaining out of a $500 million authorization.

22-07-2026

Banco Santander reported strong H1 2026 results with underlying profit before tax up 10.8% YoY to €10,347 million and underlying attributable profit up 14.9% YoY to €7,328 million. However, Q2 2026 attributable profit fell sharply by 35.5% QoQ to €3,518 million, primarily due to a €1,895 million gain from discontinued operations in Q1 2026 that did not recur. Net interest income grew 6.1% QoQ and 7.1% YoY in H1, while the CET1 ratio declined to 14.0% from 14.4% in March 2026.

• · Net fee income grew 4.1% QoQ and 8.0% YoY in H1 2026.
• · Gains or losses on financial assets and liabilities dropped 87.6% QoQ to €81 million.
• · Dividend income surged 493.3% QoQ to €534 million.
• · Share of results of entities accounted for using the equity method fell 47.9% QoQ.
• · Provisions or reversal of provisions increased 28.8% QoQ and 72.9% YoY.
• · Impairment on other assets (net) declined 63.6% QoQ.
• · Profit from discontinued operations was nil in Q2 2026 vs €1,895 million in Q1 2026.
• · Tangible book value per share was €6.32 as of June 2026, up from €6.13 in March 2026 and €5.50 in June 2025.
• · Price / Tangible book value per share was 1.91x as of June 2026.
• · Average total assets for H1 2026 were €1,885,415 million, up 2.7% YoY.
• · Average stockholders' equity for H1 2026 was €107,848 million, up 7.1% YoY.

22-07-2026

SuperX AI Technology Ltd filed an amendment (Form 6-K/A) to correct a typographical error on the cover page of its original Form 6-K filed July 21, 2026. The original report incorrectly listed the date of report as June 21, 2026; the correct date is July 21, 2026. No other changes were made, and no new events or financial data are disclosed.

• · The amendment corrects only a typographical error on the cover page (date of report changed from June 21, 2026 to July 21, 2026).
• · The filing is identical to the original report in all other respects and does not reflect any events after July 21, 2026.

22-07-2026

Otis Worldwide reported Q2 2026 net sales of $3.9B, up 7% YoY, driven by strong Service sales growth of 11% (organic +9%), matching the highest level since spin. However, adjusted operating profit declined $25M to $587M, and adjusted EPS fell 4% to $1.01, as growth in Service was more than offset by a decline in New Equipment, where segment operating profit plunged 41% to $40M and margin contracted 220 bps to 3.1%.

• · New Equipment orders were down 5% at constant currency, with a greater than 20% decline in Asia Pacific and a high teens decline in China.
• · New Equipment backlog increased 3% at actual currency and 4% at constant currency.
• · Service segment operating profit margin contracted 170 bps to 23.2%.
• · GAAP operating profit margin contracted 30 bps to 14.9%.
• · First half 2026 adjusted free cash flow was $562M, up from $429M in the prior year.
• · Full year 2026 outlook: Net sales $15.1B to $15.3B, adjusted EPS $4.01 to $4.05, adjusted free cash flow $1.50B to $1.55B.
• · Organic New Equipment sales expected down low single digits to flat for full year 2026.
• · Organic Service sales expected up mid to high single digits for full year 2026.

22-07-2026

Sumitomo Mitsui DS Asset Management Company, Ltd filed a Form 13F-HR reporting its institutional holdings as of 06-30-2026, submitted on 07-22-2026. The filing lists numerous equity positions (shares held) across hundreds of U.S. securities (examples include 1,743,929 shares of AMAZON COM INC, 2,368,177 shares of APPLE INC, 872,690 shares of COCA COLA CO), showing large concentrated holdings in major technology, financial and consumer names; no dollar values or portfolio totals are provided in the filing, so period-over-period percentage change cannot be calculated from this document alone. However, the report is a standard quarterly holdings disclosure and does not indicate acquisitions, disposals, or regulatory enforcement in itself.

• · Form type: 13F-HR filed for period ended 06-30-2026; filed date 07-22-2026; filer CIK 0001411530.
• · Business address: TORANOMON HILLS BUSINESS TOWER 26F, 1-17-1 TORANOMON, MINATO-KU, TOKYO M0 105-6426; phone 81-3-6205-1992.
• · The information table records share counts (not dollar values) for each security and indicates voting authority as 'SOLE' for the positions shown.
• · Examples from the holdings list (share counts shown exactly as reported): AMAZON COM INC 1743929 SH, APPLE INC 2368177 SH, ALPHABET INC CAP STK CL A 1273877 SH, ALPHABET INC CAP STK CL C 805367 SH, BROADCOM INC 756199 SH, CISCO SYS INC 938596 SH, BANK OF AMER CORP 1465447 SH.
• · Filing does not provide aggregate portfolio market value or comparative prior-period holdings in the provided excerpt, so YoY/QoQ changes cannot be derived from this document alone.

22-07-2026

Equinor ASA filed a Form 6-K with the SEC on July 22, 2026, attaching a press release as Exhibit 99.1. The filing does not disclose any specific financial figures or performance data, so no positive, negative, or flat metrics are available to report.

• · Filing is a Form 6-K for the month of July 2026 with Commission File Number 1-15200.
• · Exhibit 99.1 contains a press release dated July 22, 2026, incorporated by reference.
• · Signed by Chief Financial Officer Torgrim Reitan on July 22, 2026.

22-07-2026

SK hynix Inc. announced a KRW 7,093,100,000,000 (approximately USD 5.1B) investment to construct the P&T7 facility in Cheongju, Korea, to meet global AI memory semiconductor demand. The board resolved on July 22, 2026, to increase the investment amount and accelerate the cleanroom opening schedule. The investment period runs from November 26, 2025, to December 31, 2032, and represents 5.88% of the company's total equity as of December 31, 2025.

• · The board resolution was made at the 8th Board of Directors Meeting of 2026 on July 22, 2026.
• · All 6 independent directors were present; none absent.
• · The investment amount and end date are subject to change based on progress and business environment.
• · The investment is classified as a large-scale corporation investment.

22-07-2026

monday.com announced a restructuring plan on July 22, 2026, to align with its AI Work Platform strategy, including a 20% workforce reduction. The company expects $45-$55 million in net charges, but raised its non-GAAP operating margin guidance to ~15% for FY2026, up from ~13% previously, while maintaining revenue growth of 19%-20% and adjusted free cash flow margin of 19%-20%.

• · The restructuring plan includes a reduction of approximately 20% of the current workforce.
• · The company expects to continue hiring in key strategic areas throughout 2026.
• · The majority of restructuring charges are expected to be recognized in the second half of 2026.
• · Full-year 2026 projections for Non-GAAP Operating Margin and Adjusted Free Cash Flow Margin exclude any estimated restructuring charges from the Plan.
• · The company expects its full-year 2026 financial results to be in-line with or above its guidance as provided on its fiscal 2026 first quarter earnings call.

22-07-2026

ATA Creativity Global (AACG) closed a private placement (PIPE) on July 21, 2026, issuing 45,306,732 restricted common shares at $0.46667 per share for gross proceeds of $21,145,961. The newly issued shares represent approximately 34.51% of the company's total voting power, and immediately after closing the company had 136,928,040.4387 common shares outstanding. The transaction was accompanied by an investor rights agreement granting co-sale and registration rights to certain existing shareholders.

• · The subscription agreement was entered into on May 6, 2026.
• · The investor is unaffiliated with the company.
• · Co-sale rights and demand/piggyback registration rights were granted to Mr. Zhang Parties, Mr. Ma Parties, and the Investor under the IRA.
• · The company is a Cayman Islands exempted company with principal executive offices in Hefei, Anhui, China.

22-07-2026

Nomura Holdings Inc. filed a Form 6-K with the SEC on July 22, 2026, providing standard corporate profile information. The filing confirms Nomura is listed on the Tokyo Prime and Nagoya Premier exchanges, has over 1,000 employees and over 300 consolidated subsidiaries, and reports consolidated sales exceeding 1 trillion yen. The filing also includes definitions of 'Major Lender,' 'Major Business Partner,' and 'Certain Amount of Donation' for regulatory purposes.

• · Listed on Tokyo Prime and Nagoya Premier exchanges.
• · Fiscal year ends in March.
• · Industry classification: Securities and Commodity Futures.
• · Definitions provided for Major Lender, Major Business Partner, and Certain Amount of Donation.

22-07-2026

NEXT-ChemX Corporation (CHMX) disclosed a change of control on July 17, 2026, after issuing 80,000 Series B Preferred Shares to two accredited investors, Ann Mollicone and Arastou Mahjoory, in exchange for $400,000 in debt cancellation. The investors now hold approximately 58% voting control (40,000,000 votes) of the company. However, the company remains in default on $1.61 million in total debt (ten Series F convertible notes with $840,000 principal and seven promissory notes with $770,000 principal), and while note holders extended maturities to December 31, 2026, the company acknowledges it will again shortly be in default.

• · Each Series B Preferred Share is convertible into 500 common shares and carries 500 votes.
• · Series B Preferred Stock ranks senior to all common stock and any junior class of securities.
• · No dividends shall be paid on Series B Preferred Stock.
• · The Certificate of Designation was filed with the Nevada Secretary of State on June 29, 2026.
• · The Board of Directors unanimously passed a resolution on July 16, 2026, authorizing the new class of stock.

22-07-2026

Woodside Energy Group Ltd filed a Form 6-K with the SEC on July 22, 2026, attaching an ASX announcement titled 'Sustainability Focus Session 2026'. The filing is a routine foreign issuer report and does not contain any financial results or material operational updates.

• · The filing is a Form 6-K under Rule 13a-16 or 15d-16 for the month of July 2026.
• · The attached ASX announcement is dated July 22, 2026.
• · No financial data, operational metrics, or forward-looking guidance are provided in this filing.

22-07-2026

ASP Isotopes Inc. (ASPI) is pursuing a merger to separately list its helium subsidiary, Noble Africa (formerly Renergen), on the Nasdaq. The Virginia Gas Project in South Africa, with 3% helium concentration (vs. industry average 0.04%), is positioned to benefit from a fifth global helium supply crisis, with contract prices already exceeding $600/Mcf. However, the project remains in pre-development for Phase 2 expansion, and the merger is subject to regulatory and shareholder approvals.

• · Helium is critical for MRI, semiconductor manufacturing, fiber optics, and space exploration (e.g., 11.7 tons per Falcon 9 launch).
• · The project's helium source originates from a 2-billion-year-old asteroid strike (Vredefort Dome), with shallow drilling depths of 350m to 1.5km.
• · A charged sandstone body was discovered in Q1 2026, providing high-volume, pressurized gas at shallow depths (300-450m).
• · The merger aims to create a pure-play helium company listed on Nasdaq, but the Phase 2 expansion is still in pre-development.
• · Geopolitical risks: Middle East crisis and Russian export controls are disrupting supply; Qatar's Ras Laffan complex suffered strikes and an explosion, with repair timelines of 12-24 months.

22-07-2026

Temasek Holdings and its affiliates (Fullerton, Hotham, Ossa) filed an amended Schedule 13G with the SEC on July 22, 2026, reporting that as of July 17, 2026, they collectively own 4,208,966 shares of Flywire Corp voting common stock, representing 3.5% of shares outstanding. This filing is voluntary and confirms that the group has ceased to own more than 5% of Flywire's voting stock, down from a prior above-5% stake.

• · The filing is an amendment to Schedule 13G, filed voluntarily to report that the group no longer owns more than 5% of Flywire's voting common stock.
• · Ossa Investments Pte. Ltd. directly owns the 4,208,966 shares; it is a wholly-owned subsidiary of Hotham, which is wholly-owned by Fullerton, which is wholly-owned by Temasek.
• · The percentage is based on 121,544,560 shares outstanding as of April 30, 2026, per Flywire's Form 10-Q filed May 6, 2026.

22-07-2026

Lakehouse Capital Pty Ltd filed a 13F-HR disclosing its US equity holdings as of 2026-06-30; the portfolio includes positions in 12 issuers such as MercadoLibre, Amazon, Sea Ltd, Alphabet (Class C), Visa, Veeva, Charles Schwab, ServiceNow, Workiva, Tradeweb, Workday, and Microsoft. Position sizes range from 3,035 shares (Charles Schwab) to 124,338 shares (ServiceNow); however the filing shows concentration in technology and digital commerce names while lacking cash/other asset detail.

• · Filing covers 13F holdings as of 2026-06-30 and was filed on 2026-07-22 (filed as of date 2026-07-22; date as of change 2026-07-21).
• · All reported holdings are listed as 'SOLE' ownership with zero shared or other manager holdings indicated.
• · The largest share-count position is SERVICENOW INC COM at 124,338 shares; second largest is WORKIVA INC CL A at 101,026 shares.
• · The smallest share-count position is SCHWAB CHARLES CORP COM at 32,894 shares by value but the smallest reported value field is 3035 for SCHWAB CHARLES CORP COM.

22-07-2026

Q Fund Management (Hong Kong) Ltd filed its quarterly 13F-HR report for the period ending June 30, 2026, disclosing a portfolio of 26 equity holdings with a total market value of approximately $109.5 million. The fund's largest positions include Intel Corp ($16.3M), Marvell Technology ($19.5M), and Micron Technology ($12.2M), reflecting a strong tilt toward semiconductor and technology stocks. No period-over-period comparisons are available as this is the fund's initial 13F filing.

• · Top 5 holdings by value: Marvell Technology ($19.5M), Intel Corp ($16.3M), SanDisk Corp ($15.0M), Astera Labs ($13.8M), Micron Technology ($12.2M).
• · Semiconductor/tech exposure is dominant: Intel, AMD, Applied Materials, Astera Labs, Lumentum, Marvell, Micron, SanDisk collectively represent over 80% of portfolio value.
• · Smallest positions include Microsoft Corp ($37,302), Domino's Pizza ($29,604), and Select Sector SPDR Energy ETF ($21,244).
• · All holdings are listed as sole voting and dispositive authority; no shared or non-dispositive positions.

22-07-2026

Passage Bio, Inc. (PASG) is pursuing a proposed merger with Remix Therapeutics, Inc., where Remix will merge into a wholly owned subsidiary of Passage Bio. The combined company will focus on Remix's RNA-modulating platform targeting 'undruggable' diseases, with lead candidate REM-422. The merger is subject to stockholder and regulatory approvals, and a concurrent private placement financing is planned; combined cash is expected to fund operations into 2028. However, the filing contains no specific financial figures for either company, and the transaction is subject to numerous risks and uncertainties, including potential failure to close.

• · The merger agreement was signed on June 24, 2026.
• · The combined company's cash is expected to fund operations into 2028.
• · A concurrent private placement financing is planned, but its consummation is a risk factor.
• · Holders of the Contingent Value Right (CVR) may never receive any payments.
• · The exchange ratio is subject to adjustment based on Passage Bio's net cash at closing.
• · The filing includes a corporate presentation by Remix dated July 21, 2026.

22-07-2026

RedCloud Holdings plc entered into an At The Market Offering Agreement with H.C. Wainwright & Co., LLC to sell up to $6.7 million of its ordinary shares through an ATM program. Concurrently, CFO Raju Datla resigned effective July 31, 2026, with no disagreement cited, and the company is searching for a replacement. The ATM provides potential capital but also dilutes existing shareholders, while the CFO departure introduces leadership uncertainty.

• · The ATM program is under a shelf registration statement (Form F-3, File No. 333-296836) declared effective on June 24, 2026.
• · Wainwright may sell shares on Nasdaq or in privately negotiated/block transactions with prior approval.
• · The company has no obligation to sell any shares and can suspend offers at any time.
• · CFO Raju Datla's resignation is effective July 31, 2026, and is not due to any disagreement with the company.

22-07-2026

Clinuvel Pharmaceuticals Limited announced that its American Depositary Shares (ADS) began trading on the Nasdaq on July 21, 2026. The filing is a Form 6-K submitted to the SEC, attaching a press release regarding the Nasdaq listing. No financial results or performance metrics were disclosed in this filing.

• · The ADS commenced trading on Nasdaq on July 21, 2026.
• · The filing is a Form 6-K for the month of July 2026.
• · The company's principal executive office is in Melbourne, Australia.

22-07-2026

Drive Wealth Management, LLC filed its Form 13F-HR for the quarter ended June 30, 2026, disclosing a portfolio of approximately $267.8 million in U.S. equity and fixed-income securities. The top holdings include iShares Core S&P 500 ETF ($26.8M), Vanguard FTSE Developed Markets ETF ($24.8M), and J.P. Morgan Betabuilders US ETF ($19.3M). The filing reflects a diversified strategy across ETFs, large-cap equities, and fixed-income products, with no prior-period comparison available.

• · The filing includes 13F combination report status, indicating the manager is filing on behalf of other managers (Parametric Portfolio Associates LLC, Townsquared Capital LLC, AQR Capital Management LLC).
• · All holdings are listed as sole voting and dispositive power, with no shared or other authority.
• · The portfolio includes a mix of U.S. and international equities, fixed-income ETFs, sector-specific ETFs, and alternative assets such as gold, silver, and bitcoin funds.
• · Notable individual stock holdings include Berkshire Hathaway ($4.0M), Apple ($4.0M), NVIDIA ($3.4M), Caterpillar ($3.0M), Alphabet ($2.6M), Microsoft ($2.4M), Exxon Mobil ($2.4M), Amazon ($2.0M), Meta ($1.8M), and CrowdStrike ($1.7M).
• · The filing does not provide prior quarter data, so period-over-period comparisons are not possible.

22-07-2026

Franchise GP Ltd filed its quarterly 13F-HR for the period ending June 30, 2026, disclosing 39 equity holdings with a total market value of approximately $215.2 million. The portfolio is heavily concentrated in technology and semiconductor stocks, with top positions including PDD Holdings (ADS), NVIDIA, Advanced Micro Devices, and Taiwan Semiconductor. The filing reflects a diversified mix of U.S. and international equities, with no options or convertible securities reported.

• · The largest single holding is PDD Holdings (ADS) valued at approximately $38.0 million, representing about 17.6% of the portfolio.
• · NVIDIA is the second-largest holding at $19.7 million, followed by Advanced Micro Devices at $21.7 million.
• · The portfolio includes exposure to digital assets via iShares Bitcoin Trust ETF ($8.3 million) and iShares Ethereum Trust ($0.2 million).
• · Real estate investment trusts (REITs) are represented by positions in Digital Realty, Equinix, Host Hotels, American Healthcare, VICI, Americold, CareTrust, Ventas, and Welltower.
• · All holdings are reported as sole voting and dispositive power, with no shared or other authority.

22-07-2026

Xena Financial Planning, LLC filed its quarterly 13F-HR for the period ending June 30, 2026, disclosing 38 equity holdings with a total market value of approximately $104.2 million. The portfolio is heavily weighted toward ETFs, with top positions in Vanguard S&P 500 ETF ($15.9M), SPDR Portfolio S&P 500 High Dividend ETF ($10.6M), and Apple Inc. ($10.6M). The filing provides a snapshot of the firm's U.S. and international equity and fixed-income exposure as of mid-2026.

• · Top 10 holdings account for approximately 70% of total portfolio value.
• · Largest single stock position is Apple Inc. at $10.6M (36,598 shares).
• · Portfolio includes significant ESG-themed ETFs across U.S., international, and fixed-income categories.
• · Filing was submitted on July 22, 2026, for the quarter ended June 30, 2026.

22-07-2026

Kioni Holdings Ltd filed an amended 10-K/A for FY2025, reporting a dramatic turnaround from a net loss of $96,041 in FY2024 to a net profit of $328,025 in FY2025. Revenue surged 704% to $504,684 from $62,769, driven by a $441,915 increase. However, the company's operating expenses remained nearly flat at $145,837, and the balance sheet shows a significant increase in trade receivables to $119,654, which may indicate a shift in payment terms or collection challenges.

• · The amendment was filed to include the auditor's report for FY2024, replacing the original 10-K filed on March 24, 2026.
• · The company generated $249,667 in cash from operations in FY2025, compared to a use of $179,113 in FY2024.
• · Accounts payables and accruals decreased 14.3% to $61,355 from $71,626.
• · Earnings per share (basic and diluted) was $0.33 in FY2025, versus a loss of ($0.10) in FY2024.
• · The company had no debt, as no interest was paid in either period.
• · The company is a non-accelerated filer, an emerging growth company, and a smaller reporting company.

22-07-2026

Romano Brothers and Company filed its quarterly 13F-HR report for the period ending June 30, 2026, disclosing a portfolio of 331 holdings with a total market value of approximately $994 million. The filing shows a diversified portfolio across sectors including technology, healthcare, financials, and energy, with top holdings in Microsoft, Apple, AbbVie, and Broadcom. No period-over-period comparisons are available as this is a single filing.

• · Filing date: July 22, 2026
• · Report period: June 30, 2026
• · Filer: Romano Brothers and Company, based in Evanston, IL
• · SEC file number: 028-22664
• · All holdings are listed with sole voting and dispositive power.

22-07-2026

Balance Wealth Partners LLC filed its quarterly 13F-HR for the period ending June 30, 2026, reporting a portfolio of 165 equity and ETF holdings with a total market value of approximately $376 million. The filing shows a diversified portfolio with significant allocations to fixed-income ETFs, large-cap U.S. equities, and sector-specific funds. No period-over-period comparisons are available as this is a standalone filing.

• · The filing includes 165 holdings with a total market value of $375,996,932.
• · Top holdings by value include Invesco QQQ Trust ($38.8M), Vanguard S&P 500 ETF ($33.8M), J.P. Morgan Equity Focus ETF ($22.0M), Vanguard Core-Plus Bond ETF ($16.0M), and Tidal Trust I Fund Gran US ETF ($13.9M).
• · The portfolio is diversified across U.S. equities, international equities, fixed income, and alternative ETFs.
• · Notable individual stock holdings include Microsoft ($3.2M), Apple ($3.4M), Alphabet Class C ($2.3M), Amazon ($2.2M), and NVIDIA ($1.8M).
• · The filing was submitted by Aryn Sands as agent for Balance Wealth Partners LLC.

22-07-2026

Southern Copper Corp reported record Q2 2026 net sales of $4,289.0M (+40.6% YoY) and record net income of $1,670.0M (+71.6% YoY), driven by higher metal prices. However, copper production declined 3.5% QoQ to 230,662 tonnes due to a 12.0% drop at Peruvian mines, and by-product production (silver, zinc, molybdenum) also fell in the quarter. The company issued $1.25B in 10-year notes at 5.35% to fund the Tía Maria project, which is 42% complete and expected to begin production in 2H27.

• · Q2 2026 net income margin improved to 38.9% from 31.9% in Q2 2025.
• · Adjusted EBITDA margin in Q2 2026 was 66.6% vs 58.7% in Q2 2025.
• · Operating cash cost per pound of copper (net of by-product credits) was $0.05 in Q2 2026, down 93% from $0.63 in Q2 2025; for 6M 2026 it was -$0.03, down 104.4% from $0.70 in 6M 2025.
• · 6M 2026 cash flow from operations was $3,683.0M, up 116.9% from $1,698.2M in 6M 2025.
• · Capital investments in Q2 2026 were $422.8M, up 79.4% YoY; 6M 2026 capital investments were $864.7M, up 56.2% YoY.
• · On June 24, 2026, the company issued $1.25B in 10-year senior unsecured notes at 5.35% due 2036, proceeds for Tia Maria project and SPCC capex.
• · Quarterly cash dividend of $1.10 per share and stock dividend of 0.0120 shares per share declared, payable August 27, 2026; total estimated dividend $3.23 per share.
• · Tia Maria project is 42% complete as of June 30, 2026; $1,101M committed, $693M invested; initial production expected 2H27.
• · Los Chancas project faces delays due to illegal miners; estimated investment $2.6B, production expected 2031.
• · Michiquillay project estimated investment $2.5B, production expected 2032.
• · El Pilar project (Mexico) expected to begin construction Q1 2027, production 2H29; investment $551M.
• · El Arco project (Mexico) dependent on Mexican government action for power transmission interconnection.
• · Mexican operations copper production rose 3.2% QoQ, but Peruvian mines dropped 12.0% QoQ due to lower ore grades.
• · By-product production declines: silver -3.8%, zinc -14.5%, molybdenum -11.0% in Q2 2026 vs Q2 2025.
• · On a YTD basis, silver production rose 3.3%, but zinc and molybdenum production fell 6.9% and 6.7% respectively.
• · Copper sales volumes declined 1.5% in Q2 2026 and 3.2% YTD vs prior periods.

22-07-2026

Picard Medical, Inc. filed a Certificate of Amendment to its Second Amended and Restated Certificate of Incorporation on July 21, 2026, to effect a 1-for-50 reverse stock split. The reverse stock split will become effective at 5:00 p.m. Eastern Daylight Time on July 31, 2026, and no fractional shares will be issued; instead, holders who would receive a fractional share will receive one whole share. This action was approved by the board and stockholders in accordance with Delaware law.

• · The reverse stock split is effective at 5:00 p.m. EDT on July 31, 2026.
• · No fractional shares will be issued; fractional entitlements will be rounded up to one whole share.
• · The amendment was adopted under Section 242 of the Delaware General Corporation Law.
• · The company originally incorporated as Picard Systems, Inc. on April 8, 2021.

22-07-2026

Braskem SA disclosed that holders of its foreign debt securities presented a new restructuring proposal covering approximately R$50 billion in debt. The company deemed the proposed terms 'far from acceptable,' indicating significant disagreement, and negotiations remain ongoing.

• · The proposal was presented by holders of Braskem's debt securities issued abroad.
• · Braskem characterized the proposed terms as 'far from acceptable'.
• · Negotiations are ongoing with no resolution announced.

22-07-2026

Stapp Wealth Management, PLLC filed its quarterly 13F-HR report for the period ending June 30, 2026, disclosing 32 equity holdings with a total market value of approximately $76.5 million. The portfolio is heavily weighted toward ETFs and precious metals, with top positions in EA Series Trust Mili Long/Short ETF ($9.1M), Northern LTS FD TR II Weitz Core Plus ($8.2M), and Tidal Trust II Blue Chip Asset ETF ($7.4M). No period-over-period comparisons are available in this initial filing, so performance trends cannot be assessed.

• · Top holding by value: EA Series Trust Mili Long/Short ETF at $9,142,906 (251,732 shares).
• · Second largest: Northern Lights Fund Trust II Weitz Core Plus at $8,214,425 (324,040 shares).
• · Third largest: Tidal Trust II Blue Chip Asset ETF at $7,387,553 (234,460 shares).
• · Precious metals exposure includes Agnico Eagle Mines ($577,084), Alamos Gold ($511,047), Barrick Mining ($307,136), ETFS Gold Trust ($950,742), I-80 Gold ($132,106), Newmont ($393,027), WisdomTree Efficient Gold Plus ($7,552,319), and World Gold SPDR Gold Minis ($5,804,331).
• · Largest single stock holding: Microsoft Corp at $252,162 (676 shares).
• · Costco Wholesale: $237,609 (254 shares).
• · All holdings are listed with sole voting and dispositive power; no shared or non-dispositive authority reported.

22-07-2026

Vale S.A. reported solid Q2 2026 operating results with year-over-year production and sales increases across all business segments. Iron ore production reached 84.3 Mt (up 0.8% y/y), copper production 98.4 kt (up 6.3% y/y), and nickel production 42.0 kt (up 4.2% y/y). However, pellet production declined 7.0% y/y to 7.3 Mt due to temporary suspension of Oman plants, and iron ore fines premiums fell quarter-over-quarter, reflecting a shift in sales mix toward mid-grade ore.

• · Iron ore production guidance for 2026 is 335-345 Mt; pellet guidance 30-34 Mt; copper guidance 350-380 kt; nickel guidance 175-200 kt.
• · Northern System iron ore production fell 4.0% y/y to 39.6 Mt due to lower run-of-mine at Serra Norte, partly offset by S11D record Q2 output of 23.4 Mt.
• · Southeastern System iron ore production rose 15.6% y/y to 24.3 Mt, driven by Capanema ramp-up, Alegria productivity, and Água Limpa restart.
• · Southern System iron ore production fell 7.7% y/y to 12.1 Mt due to full stoppage of Fábrica and Viga since January 2026.
• · Oman pellet plants were temporarily suspended due to Middle East conflict; production partly resumed in late June.
• · Copper production in Canada fell 6.9% y/y to 20.1 kt due to planned maintenance at Sudbury and spring runoff impact.
• · Nickel production at Sudbury fell 22.1% y/y to 6.7 kt due to biennial planned maintenance; Thompson fell 46.3% y/y to 2.2 kt.
• · Onça Puma nickel production surged 95.8% y/y to 9.4 kt, highest-ever Q2, driven by 2nd furnace performance.
• · Voisey's Bay nickel production rose 20.9% y/y to 10.4 kt, with Long Harbour achieving record quarterly output.
• · Copper sales from Canada fell 12.4% y/y to 19.8 kt, while Brazil copper sales rose 17.2% y/y to 77.8 kt.
• · Provisional pricing adjustments: copper segment had US$ -71 million and nickel segment US$ -17 million in forward adjustments not settled in the quarter.
• · On June 30, 2026, Vale had 67,669 tons of copper sales provisionally priced at weighted average LME forward price of US$ 13,389/t.
• · Sossego SAG mill rebuild planned to start in August 2026, lasting 9-6 weeks, to support throughput capacity increase to 15 Mtpy.

22-07-2026

Cementos Pacasmayo S.A.A. disclosed a material event on July 21, 2026, reporting that its Board of Directors approved the comprehensive alignment of the Company’s Code of Conduct with the Holcim Group Code of Ethics. The updated Code of Conduct is available on the Company’s website. No financial figures or period-over-period comparisons were provided in this filing.

22-07-2026

XAI Octagon Floating Rate & Alternative Income Trust (XFLT) is soliciting shareholder votes for a July 30, 2026 special meeting to approve a new investment sub-advisory agreement with Rockford Tower Asset Management (a King Street Capital Management subsidiary), replacing terminated sub-adviser Octagon Credit Investors. The Board and ISS recommend voting 'FOR' the proposal, while Octagon is opposing it with claims the Fund calls misleading. Management fees and expenses will not increase, and a vote against the proposal will not reinstate Octagon.

• · Special Meeting of Shareholders scheduled for July 30, 2026.
• · Shareholders are asked to vote on one proposal: approval of a new investment sub-advisory agreement.
• · The Fund's Board of Trustees recommends voting 'FOR' the proposal on the WHITE Proxy Card.
• · ISS also recommends voting 'FOR' the proposal.
• · Octagon Credit Investors, LLC is opposing the proposal and has circulated materials the Fund calls misleading.
• · Management fees and expenses will NOT increase as a result of the proposed change.
• · A vote against the proposal will NOT reinstate Octagon as sub-adviser.
• · Shareholders can vote by Internet, phone, or mail.
• · Proxy solicitation firm Okapi Partners LLC is assisting with the vote.

22-07-2026

American Institute for Advanced Investment Management, LLP filed its quarterly 13F-HR for the period ending June 30, 2026, reporting a portfolio value of approximately $173.06 million across 159 equity holdings. The filing reveals a diversified portfolio with significant allocations to iShares ETFs (notably $12.47M in iShares Russell 1000 Growth ETF and $7.57M in iShares Russell 1000 Value ETF), PIMCO ETFs ($3.73M in Enhanced Short Maturity Active ETF), and individual tech giants like Apple ($5.66M), Microsoft ($3.47M), and NVIDIA ($2.13M). The portfolio also includes notable positions in Berkshire Hathaway ($748,850 in Class A shares) and a range of sector-specific ETFs, indicating a balanced approach across growth, value, fixed income, and thematic investments.

• · The portfolio includes 159 holdings with a total value of $173,061,454.
• · Top individual stock positions include Apple ($5.66M), Microsoft ($3.47M), NVIDIA ($2.13M), Amazon ($2.42M), and Alphabet Class A ($1.24M).
• · The largest ETF positions are iShares Russell 1000 Growth ETF ($12.47M), iShares Russell 1000 Value ETF ($7.57M), SPDR S&P 500 ETF ($6.92M), and PIMCO Enhanced Short Maturity Active ETF ($3.73M).
• · The fund holds a single share of Berkshire Hathaway Class A stock valued at $748,850.
• · Sector-specific ETFs include significant positions in technology (Vanguard Information Technology ETF $2.08M), healthcare (Select Sector SPDR Health Care ETF $1.47M), financials (Select Sector SPDR Financial ETF $1.53M), and infrastructure (Global X US Infrastructure Development ETF $2.40M).
• · Thematic ETFs include Global X Artificial Intelligence ETF ($2.04M), VanEck Semiconductor ETF ($2.67M), VanEck Uranium+Nuclear ETF ($2.02M), and First Trust NASDAQ Clean Edge Green Energy ETF ($2.53M).
• · Fixed income exposure includes iShares 1-5 Year Investment Grade Corporate Bond ETF ($1.07M), Invesco BulletShares 2027 Corporate Bond ETF ($1.07M), and SPDR Bloomberg 1-3 Month T-Bill ETF ($2.11M).
• · Commodity exposure includes SPDR Gold Trust ($2.27M) and iShares Silver Trust ($690,513).

22-07-2026

Amarc Resources Ltd. filed a Form 6-K with the SEC on July 22, 2026, submitting a press release as an exhibit. The filing is a routine foreign issuer report and does not contain any financial results or material operational updates.

• · Filing is a Form 6-K under the Securities Exchange Act of 1934.
• · Commission File Number: 000-49869.
• · Registrant address: 14th Floor – 1040 W. Georgia Street, Vancouver, British Columbia, Canada V6E 4H1.
• · The registrant files annual reports under Form 20-F (not Form 40-F).

22-07-2026

Capstone Capital LLC filed its quarterly 13F-HR report for the period ending June 30, 2026, disclosing 26 equity holdings with a total market value of approximately $175.1 million. The portfolio is heavily weighted toward Dimensional ETF Trust funds, which account for over 80% of assets, with the largest positions in US Cor Equ 2 ETF ($83.1M) and Intl Core Equity ($39.7M). Top individual stock holdings include Apple, NVIDIA, Microsoft, and Amazon, while the firm also holds significant municipal bond ETFs.

• · Top 5 holdings by value: Dimensional US Core Equity 2 ETF ($83.1M), Dimensional International Core Equity ETF ($39.7M), Dimensional Emerging Markets ETF ($21.2M), Vanguard Short-Term Corporate Bond ETF ($12.4M), Vanguard Tax-Exempt Bond ETF ($10.1M).
• · Largest single stock position: Apple Inc ($855K), followed by NVIDIA ($682K), Microsoft ($539K), Las Vegas Sands ($469K), and Amazon ($383K).
• · No options or convertible securities reported; all positions are common stocks or ETFs held with sole voting and dispositive power.

22-07-2026

NOVONIX Ltd filed a Form 6-K with the SEC on July 22, 2026, reporting the results of its Share Purchase Plan (SPP) offer dated July 21, 2026, and an Appendix 2A for the quotation of securities. The filing is a routine disclosure of capital raising activities, with no specific financial figures or performance metrics provided in the 6-K itself.

• · The filing includes Exhibit 99.1 (Results of Share Purchase Plan Offer) and Exhibit 99.2 (Appendix 2A for application of quotation of securities).
• · The report is for the month of July 2026, with a commission file number of 001-41208.
• · The registrant's principal executive office is located at Level 3, 871 Eagle Street, Brisbane, QLD 4000, Australia.

22-07-2026

22-07-2026

4J Wealth Management LLC filed its quarterly 13F-HR for the period ending June 30, 2026, reporting total holdings of approximately $203.87 million across 111 equity positions. The portfolio is heavily weighted toward fixed-income and equity ETFs, with top holdings in iShares Core S&P 500 ETF ($25.67M), T. Rowe Price International Equity ETF ($18.84M), and iShares US Equity Factor ETF ($18.05M). The filing reflects a diversified, ETF-centric strategy with significant exposure to U.S. large-cap equities, investment-grade bonds, and thematic ETFs.

• · Top 10 holdings account for approximately 60% of total portfolio value.
• · Largest single position is iShares Core S&P 500 ETF at $25.67M (12.6% of portfolio).
• · Significant allocation to fixed income: iShares 3-7 Year Treasury Bond ETF ($7.70M), iShares iBonds Dec 2029 ($2.92M), and T. Rowe Price Floating Rate ETF ($6.66M).
• · Notable exposure to technology: NVIDIA ($5.79M), Apple ($4.80M), Microsoft ($1.80M), and Alphabet Class C ($4.48M).
• · Includes alternative assets: iShares Bitcoin Trust ($332,667) and iShares Gold Trust ($1.98M).
• · No period-over-period comparisons available as this is a single-quarter snapshot.

22-07-2026

Liberty Atlantic Advisors LLC filed its 13F-HR for the quarter ended June 30, 2026, reporting a total of 86 equity holdings with an aggregate market value of approximately $138.98 million. The portfolio is heavily concentrated in Innovator ETFs (especially defined-outcome and buffer ETFs) and iShares fixed-income and equity ETFs, with smaller positions in mega-cap tech stocks such as Apple, Microsoft, Nvidia, Meta, and Alphabet. The filing reflects a defensive, income-oriented strategy with significant allocations to managed-float and buffer ETFs, but no period-over-period comparisons are available in this initial filing.

• · The portfolio is dominated by Innovator ETFs, which account for the majority of the top 10 holdings by value.
• · The largest single equity position is Alphabet Inc. Class C at $1.6 million, followed by NVIDIA at $604,000.
• · The smallest reported holding is Reading International Inc. Class A at $12,800 (10,000 shares).
• · Energy sector exposure includes Ring Energy (77,500 shares) and Vaalco Energy (43,742 shares).
• · Real estate exposure via Compass Inc. (27,212 shares) and AGNC Investment Corp. (12,000 shares).
• · No period-over-period comparisons are available as this appears to be the firm's first 13F filing or the filing does not include prior quarter data.

22-07-2026

Sterling Investment Management, LLC filed its Form 13F-HR for the quarter ended June 30, 2026, reporting total holdings of approximately $182.3 million across 66 equity positions. The portfolio is diversified across sectors with significant allocations to ETFs, including large positions in Vanguard Mortgage-Backed Securities ETF ($15.0M), SPDR Gold Shares ($11.8M), and ProShares Short S&P500 ($7.6M), as well as individual stocks such as Berkshire Hathaway ($17.4M combined) and GE Aerospace ($10.2M).

• · The filing includes 66 equity positions with a total market value of $182,328,524 as of June 30, 2026.
• · The largest single position by value is Vanguard Mortgage-Backed Securities ETF at $14,975,268 (319,916 shares).
• · The portfolio includes bearish ETFs: ProShares Short S&P500 ($7,617,945) and ProShares Short QQQ ($3,052,985).
• · Significant individual stock holdings include Berkshire Hathaway (Class B: $12,163,981; Class A: $5,241,950), GE Aerospace ($10,175,920), S&P Global ($7,974,558), Moody's ($7,131,225), and Visa ($7,070,399).
• · The portfolio has a notable allocation to gold via SPDR Gold Shares ($11,835,313).
• · All positions are listed as sole voting and dispositive authority.

22-07-2026

Benchmark Financial, LLC filed its Form 13F-HR for the quarter ended June 30, 2026, reporting a total of 54 equity holdings with an aggregate market value of approximately $122.7 million. The portfolio is heavily weighted toward fixed-income ETFs and large-cap equity ETFs, with top positions in SPDR Series Trust (S&P 500 Growth, Value, Mid-Cap), Vanguard Scottsdale Funds (Int-Term Corp), and iShares Treasury bond ETFs. The filing reflects a diversified, income-oriented strategy with significant exposure to bond ETFs and dividend-focused funds.

• · The largest single position by market value is SPDR Series Trust S&P 500 Growth ETF at $19.3 million (162,245 shares).
• · The second-largest position is Vanguard Scottsdale Funds Int-Term Corp ETF at $14.8 million (179,426 shares).
• · The portfolio includes 10 fixed-income ETFs (BondBloxx, iShares Treasury, JPMorgan Ultra Short, etc.) totaling over $25 million.
• · Notable individual stock holdings include Microsoft ($1.25M), Berkshire Hathaway ($1.12M), Apple ($610K), and Tesla ($728K).
• · The filing was signed by Aryn Sands as Agent on July 21, 2026.

22-07-2026

GBT Technologies Inc. (GTCH) announced the expiration of Patrick Bertagna's employment agreement as Interim CEO and his resignation from the Board, effective July 15, 2026, with no disagreement with the company. Immediately prior, Bertagna appointed Minh Collins, President of wholly-owned subsidiary Cube X Media Corporation, as CEO and director, effective July 16, 2026. Collins brings over 20 years of film and TV production experience but has no prior public company leadership or technology background, marking a significant shift in management.

• · Minh Collins was appointed by the sole departing director, Patrick Bertagna, immediately before Bertagna's resignation.
• · Collins will serve as director until the 2027 Annual Meeting of Stockholders or until successor elected.
• · Collins has no family relationships with any director or executive officer and no reportable transactions under Item 404(a).
• · The company's principal executive offices are at 117 W. 9th Street, Los Angeles, CA 90015.

22-07-2026

Fearless Solutions, LLC dba Best Invest filed its 13F-HR for the quarter ended June 30, 2026, reporting a portfolio value of approximately $189.4 million across 139 holdings. The filing shows a diversified mix of large-cap equities, sector ETFs, and fixed-income ETFs, with top holdings including Apple ($8.9M), iShares Russell 2000 ETF ($7.7M), and Pacer US Small Cap Cash Cows ETF ($11.4M). No prior-period comparison is available in this filing, so performance trends cannot be assessed.

• · Top 10 holdings by value: Pacer US Small Cap Cash Cows ETF ($11.4M), iShares Russell 2000 ETF ($7.7M), Apple Inc ($8.9M), Capital Group Dividend Value ETF ($5.6M), Capital Group Growth ETF ($5.1M), Capital Group Core Plus Income ETF ($5.4M), First Trust Preferred Securities ETF ($3.7M), First Trust RBA Industrial ETF ($3.6M), Pacer Metaurus Cap 400 ETF ($4.9M), and Pacer US Cash Cows 100 ETF ($7.1M).
• · Significant sector ETF exposure includes Select Sector SPDR Financial ETF ($2.5M), Select Sector SPDR Industrial ETF ($2.0M), and Select Sector SPDR Technology ETF ($1.8M).
• · Notable individual stock holdings: Intel Corp ($6.3M), NVIDIA ($2.4M), Tesla ($2.4M), Microsoft ($2.4M), Alphabet Class A ($3.4M), Amazon ($4.5M), and Netflix ($1.8M).
• · The portfolio includes a mix of growth and value ETFs, with a tilt toward U.S. large-cap and small-cap value strategies.