S&P 500 Industrials Sector SEC Filings — April 22, 2026

22-04-2026

Amneal Pharmaceuticals entered into a Membership Interest Purchase Agreement on April 21, 2026, to acquire 100% of Kashiv BioSciences for $375,000,000 in cash and 28,942,108 shares of Class A common stock, plus up to $350,000,000 in contingent regulatory milestone payments and 12-year royalty payments on certain products. The transaction, involving certain sellers affiliated with the Amneal Group, received unanimous approval from an independent Conflicts Committee and requires stockholder approval of the stock issuance and Purchase Agreement, with closing expected in the second half of 2026 subject to regulatory approvals and other conditions. The company also announced preliminary first quarter 2026 results via press release and scheduled a conference call for April 22, 2026.

• ·Outside Date for termination: November 17, 2026, automatically extendable to January 12, 2027 if regulatory approvals pending
• ·Restrictive Covenants Agreements with Chirag Patel and Chintu Patel prohibit competition with Kashiv business and employee solicitation for 5 years post-Closing
• ·No financing condition for the Acquisition
• ·Conference call and webcast at 8:30 am ET on April 22, 2026, with investor presentation available on website

22-04-2026

GE Vernova reported first quarter 2026 revenue of $9.3B, up 16% YoY (+7% organically), driven by strong equipment growth in Power (+12% revenue) and Electrification (+61% revenue), with total orders surging 71% organically to $18.3B and backlog expanding $13.0B sequentially to $163B. However, Wind segment revenue declined 23% YoY (-25% organically) with EBITDA losses widening to $(0.4)B due to lower Onshore Wind equipment volume, tariffs, and Offshore Wind contract losses. The company completed the Prolec GE acquisition for $5.3B, generated free cash flow of $4.8B, raised 2026 guidance for revenue to $44.5-$45.5B and adjusted EBITDA margin to 12%-14%, and returned $1.4B to shareholders.

• ·Gas Power equipment backlog and slot reservations grew to 100 GW total end Q1 2026, targeting at least 110 GW by year-end.
• ·Electrification book-to-bill ratio approximately 2.5 in Q1 2026.
• ·2026 guidance: Power organic revenue growth 16%-18%, segment EBITDA margin 17%-19%; Electrification revenue $14.0-$14.5B, margin 18%-20%; Wind organic revenue down low-double digits, EBITDA losses ~$400M.
• ·Capex $0.4B in Q1 2026, committed to $6B from 2025-2028; R&D $0.3B, committed to $5B from 2025-2028.
• ·Zero fatalities in Q1 2026.

22-04-2026

Moody's Corporation (MCO) reported record Q1 2026 results with revenue of $2,079 million, up 8% YoY from $1,924 million, driven by MIS revenue of $1,153 million (+8%) and MA revenue of $926 million (+8%), alongside adjusted operating margin expansion to 53.2% (+150 bps) and adjusted diluted EPS of $4.33 (+13%). However, MA transactional revenue declined 54% to $17 million due to divestiture and subscription shift, MIS structured finance revenue fell 1%, and leveraged loans revenue dropped 13%. Operating cash flow rose 24% to $939 million, with $1.7 billion returned to shareholders via repurchases and dividends.

• ·MA ARR increased 8% YoY to $3,607 million.
• ·MIS achieved record revenues on over $2 trillion in rated issuance.
• ·Raised full-year 2026 share repurchase guidance to approximately $2.5 billion.
• ·Reaffirmed FY2026 MCO revenue growth in high-single-digit percent range and Adjusted Diluted EPS of $16.40 to $17.00.
• ·Quarterly dividend of $1.03 per share declared, payable June 5, 2026.
• ·Christina Kosmowski named CEO of Moody’s Analytics, effective June 2026.

22-04-2026

FS Bancorp reported Q1 2026 net income of $7.8 million ($1.02 per diluted share), down 7.1% QoQ from $8.4 million ($1.10) primarily due to the absence of a $1.0 million BOLI mortality benefit, but up slightly from $8.0 million ($1.01) YoY with pre-tax income growing 4.6% to $9.9 million. Total deposits excluding brokered CDs remained flat at $2.31 billion QoQ but increased 2.9% YoY, while loans receivable net were unchanged QoQ at $2.62 billion but rose 4.9% YoY; however, consumer loans declined 2.3% QoQ to $583.5 million and 4.2% YoY. The Board approved the 53rd consecutive quarterly cash dividend of $0.29 per share (record date May 7, 2026; payment May 21, 2026), repurchased $620,000 in shares, and highlighted the completed merger with Pacific West Bancorp in February 2026.

• ·Book value per share reached $42.42 at March 31, 2026, up $0.87 QoQ from $41.55 and $3.30 YoY from $39.12; tangible book value per share $40.61, up $0.96 QoQ and $3.65 YoY.
• ·Bank regulatory capital: total risk-based 13.8% and Tier 1 leverage 11.2% at March 31, 2026 (vs 14.0% and 11.0% at Dec 31, 2025).
• ·Commercial real estate loans grew $17.4 million QoQ to $986.8 million (37.2% of portfolio).
• ·83.3% of Q1 2026 consumer loan originations were home improvement loans with FICO score above 720.

22-04-2026

Philip Morris International reported Q1 2026 net revenues up 9.1% (2.7% organically) to $10.1 billion, driven by strong international smoke-free segment growth of 24.7% (15.8% organically) and combustibles up 6.8% despite a 5.1% volume decline. Adjusted diluted EPS grew 16.0% to $1.96 (5.3% excluding currency), though reported diluted EPS declined 9.3% to $1.56 due to a non-cash fair value adjustment. The U.S. segment significantly underperformed with net revenues down 30.8%, smoke-free shipment volumes down 21.2%, and adjusted gross profit down 44.5%.

• ·IQOS HTU adjusted IMS volume grew 10.9% YoY; Japan HTU IMS +10.4%, Europe +5.4%, outside +19.4%.
• ·PMI holds ~77% global heat-not-burn volume share; IQOS #1 nicotine brand at 10.9% share where present.
• ·2026 full-year adjusted diluted EPS forecast $8.36-$8.51 (7.5%-9.5% excluding currency vs. 2025 $7.54).
• ·Forecast assumes ~2% industry volume decline for cigarettes/HTUs ex-China/US, organic net revenue growth 5%-7%.
• ·U.S. ZYN offtake volumes +10% per Nielsen, but shipments to 2.3B pouches (-23.5%) due to inventory normalization.

22-04-2026

Banc of California reported Q1 2026 net earnings available to common stockholders of $62.0 million ($0.39 diluted EPS), down from $67.4 million ($0.42 EPS) in Q4 2025 but up 42% YoY from $43.6 million ($0.26 EPS). Total revenue of $286.9 million rose 8% YoY but declined QoQ from $292.9 million, with net interest margin expanding 4 basis points to 3.24% on lower deposit costs, while noninterest income fell $6.2 million QoQ and end-period loans HFI decreased $252.3 million QoQ despite $2.1 billion in production. Book value per share grew 9% YoY to $19.80, supported by $31.9 million in share repurchases, though delinquent loans rose to 1.39% of HFI from 0.80% QoQ.

• ·Provision for credit losses $9.8 million in Q1 2026, down from $12.5 million in Q4 2025.
• ·Tier 1 capital ratio estimated at 12.54%; CET1 at 10.18%, both well above well-capitalized thresholds.
• ·Average noninterest-bearing deposits grew $81.2 million QoQ to 28.9% of average total deposits.
• ·Loan production weighted average interest rate 6.65%.
• ·Unrealized net after-tax losses on AFS securities $143.3 million at March 31 2026, up from $136.6 million at Dec 31 2025.

22-04-2026

Bankwell Financial Group reported Q1 2026 GAAP net income of $11.3 million ($1.41 per diluted share), up from $9.1 million ($1.15 per share) in Q4 2025, driven by core deposit growth of $113 million (including $39 million in low-cost deposits) and net loan growth of $27.1 million. However, net interest margin declined 12 basis points to 3.28%, noninterest expense increased $1.4 million to $16.9 million, PPNR fell 10.2% to $13.3 million, and nonperforming loans rose $2.7 million to $19.0 million (0.66% of total loans). The board declared a $0.20 per share dividend payable May 19, 2026, to shareholders of record on May 8, 2026.

• ·SBA loan sale gains increased to $2.4 million in Q1 2026 from $2.2 million in Q4 2025.
• ·Opened first full-service branch in New York State on February 20, 2026, in Bay Ridge, Brooklyn.
• ·Brokered deposits declined $44.5 million (8.0%) and FHLB borrowings $50.0 million QoQ; reduced brokered deposits by $512.4 million (49.9%) since December 31, 2022 peak.
• ·Credit for credit losses - loans of $1.0 million in Q1 2026; ACL-Loans coverage of nonperforming loans at 155.39%.
• ·Guidance: non-interest expense $64-65M full year 2026; non-interest income increased to $12-13M.
• ·Conference call scheduled for April 23, 2026, at 9:00 a.m. ET.

22-04-2026

Otis Worldwide reported Q1 2026 net sales of $3.6 billion, up 6% YoY with 1% organic growth, driven by Service net sales up 11% (5% organic) led by repair up 16% (10% organic), while New Equipment net sales declined 1% (-5% organic) due to weakness in China and Asia Pacific. Adjusted operating profit decreased $10 million to $550 million with margins contracting 130 bps to 15.4%, impacted by cost headwinds and investments; however, operating cash flow reached $413 million and adjusted free cash flow $272 million, enabling ~$400 million share repurchases. Modernization orders rose 11% at constant currency with backlog up 30%, but segment margins declined: Service -160 bps to 23.0%, New Equipment -240 bps to 3.3%.

• ·Modernization backlog up 32% YoY actual currency, 30% constant currency.
• ·New Equipment backlog up 6% YoY actual currency, 3% constant currency.
• ·FY 2026 outlook: organic sales up low to mid-single digits (New Equipment down low single digits to flat, Service up mid to high single digits); adjusted EPS $4.20-$4.24.
• ·GAAP EPS $0.87, up 43% YoY; GAAP operating profit $539M, up due to prior year non-recurring items.

22-04-2026

Opus Genetics, Inc. held its 2026 annual meeting of stockholders on April 20, 2026, where shareholders elected nine directors to the board for one-year terms, ratified Ernst & Young LLP as the independent auditor for the fiscal year ending December 31, 2026, approved executive compensation on an advisory basis, and approved an amendment to increase authorized common shares from 125 million to 250 million. All four proposals passed with strong majorities, though Dr. James S. Manuso received notably higher withheld votes (1,348,112) compared to other nominees (under 350,000 withheld each). No significant opposition was noted across proposals, with broker non-votes at 12,043,097 for applicable items.

• ·Votes for auditor ratification: 46,844,680 for, 315,324 against, 116,364 abstentions
• ·Say-on-Pay: 34,862,743 for, 259,749 against, 110,779 abstentions
• ·Detailed director votes: Sean Ainsworth (35,063,423 for, 169,848 withheld); others ranged 33.8M-35.1M for with 179k-1.3M withheld

22-04-2026

BWM Planning, LLC filed its 13F-HR on April 22, 2026, reporting total holdings of $379,116,477 as of March 31, 2026, across 118 positions primarily in ETFs. Largest positions include Vanguard Index Fds Total Stk Mkt ETF at $38,780,617 (120,883 shares), American Centy ETF Tr US Sml Cp Valu at $38,700,794 (350,329 shares), and Dimensional ETF Trust Intl Core Eqt Mk at $21,704,179 (557,089 shares). The portfolio features heavy allocations to equity, international, small cap value, and fixed income ETFs with no performance metrics or period-over-period changes disclosed.

• ·Filing covers period ending 03/31/2026 with date as of change 04/21/2026
• ·Business address: 8111 Ashlane Way Suite 206, The Woodlands, TX 77382

22-04-2026

Fearless Solutions, LLC dba Best Invest filed its 13F-HR on April 22, 2026, reporting 127 equity holdings as of March 31, 2026, all held with sole voting and dispositive power and no reported put or call options. The portfolio emphasizes ETFs, with top positions including PACER FDS TR US SMALL CAP CAS ($10.2M), ISHARES GOLD TR ISHARES NEW ($7.18M), PACER FDS TR US CASH COWS 100 ($7.1M), FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL ($6.8M), and ISHARES TR RUSSELL 2000 ETF ($6.4M). Notable individual stock holdings include APPLE INC COM (30832 shares, $7.8M) and SCHWAB CHARLES CORP COM (37506 shares, $3.5M).

• ·All 127 positions held with sole shared voting and dispositive power (0 shared, 0 other managers).
• ·No put or call options reported.
• ·Firm address: 16118 Via Shavano, Suite 100, San Antonio, TX 78249.
• ·SEC file number: 028-25816.

22-04-2026

Foundation Wealth Management, LLC/PA filed a 13F-HR report disclosing holdings in 91 equity positions with a total market value of $283,523,740 as of March 31, 2026. The portfolio is diversified across individual stocks such as Apple Inc. (5117 shares, $1,298,526), Amazon.com Inc. (1516 shares, $315,737), and Alphabet Inc. ($283,386), as well as numerous ETFs from Dimensional, iShares, Vanguard, and Schwab. No period-over-period changes are detailed in this snapshot filing.

• ·Filed on April 22, 2026, for period ending March 31, 2026.
• ·All positions reported as sole ownership with no shared voting or investment discretion.
• ·Heavy allocation to Dimensional ETFs (e.g., 463,438 shares US Small Cap Value), Vanguard bond funds (e.g., 358,431 shares Int-Term Corp), and iShares ETFs (e.g., 79,663 shares MSCI EAFE ETF).

22-04-2026

Shotwell Rutter Baer Inc, an institutional investment manager, filed its 13F-HR report on April 22, 2026, disclosing total holdings of $170,197,922 across 38 positions as of March 31, 2026, primarily consisting of ETFs focused on equities, international markets, ESG themes, and fixed income. Key holdings include Vanguard Total Stock Market ETF ($24,293,205), American Century US Large Cap Value ETF ($17,458,706), and Dimensional International Core Equity Market ETF ($13,792,279), with smaller positions in individual stocks such as Walmart ($677,187), IBM ($485,149), and Illinois Tool Works ($222,359). No period-over-period changes are provided in the filing.

• ·Filing period end date: March 31, 2026
• ·All positions reported as sole discretionary with no voting or shrunken shares authority
• ·White Mountains Insurance Group Ltd holding: 242 shares valued at $531,664

22-04-2026

Spectrum Asset Management, Inc. (NB/CA) filed its 13F-HR on April 22, 2026, reporting holdings as of March 31, 2026, with a total portfolio value of $314,787,305 across 121 positions. Key holdings include Wells Fargo & Co ($33,013,758 for 414,694 shares), Vanguard Ultra Short-Term Bond ETF ($23,227,492 for 466,556 shares), and Schwab U.S. Large-Cap Value ETF ($14,490,657 for 475,103 shares), alongside stocks like Apple Inc. (4,742 shares), Amazon.com Inc. (3,989 shares), and Alphabet Inc. (24,305 shares combined). No changes from prior periods are indicated in the filing.

• ·Filing CIK: 0001632078
• ·Business address: 1301 Dove Street, Suite 720, Newport Beach, CA 92660
• ·Most positions held with sole discretionary voting power

22-04-2026

First Northern Community Bancorp, holding company of First Northern Bank, announced on April 21, 2026, that its common stock has been approved by Nasdaq for listing on The Nasdaq Capital Market, with trading to transition from OTCQX effective April 24, 2026, under the existing ticker 'FNRN'. Shareholders do not need to take any action. The press release is attached as Exhibit 99.1.

• ·Trading on OTCQX continues through end of day April 23, 2026.
• ·Subject to continued satisfaction of Nasdaq listing requirements.
• ·Filing signed April 21, 2026; filed April 22, 2026.

22-04-2026

Montgomery Investment Management Inc. filed its 13F-HR on April 22, 2026, for the quarter ended March 31, 2026, disclosing 103 equity holdings under sole investment discretion with a mix of sole and none voting authority shares. Top positions by value include United Rentals Inc ($24792897), VSE Corp ($22806487), Truist Financial Corp ($14624482), Deere & Co ($14240224), and Apple Inc ($12456013), reflecting diversification across industrials, financials, technology, and energy sectors. No other managers reported; all holdings are SH (shares) with no puts or calls.

• ·Business address: 6229 Executive Boulevard, Rockville, MD 20852
• ·SEC file number: 028-10668
• ·All positions held with sole investment discretion and no puts/calls

22-04-2026

Decision Investments, Inc. filed its 13F-HR on April 22, 2026, disclosing U.S. equity holdings as of March 31, 2026, totaling $87,934,619 across 140 positions, all held with sole voting and dispositive power. The portfolio is heavily concentrated in technology stocks and ETFs, with the largest holding in NVIDIA CORP at $18,747,128 (107,495 shares), followed by Lam Research Corp at $5,247,276 (24,559 shares) and Apple Inc. at $3,723,738 (14,673 shares). No changes, short positions, or options are indicated in the filing.

• ·Filing period end date: March 31, 2026
• ·All positions reported as SH SOLE with no shared voting/dispositive power, puts, calls, or other manager categories
• ·Company address: 4445 Eastgate Mall, Ste 200, San Diego, CA 92121

22-04-2026

Archimedes Tech SPAC Partners II Co. (ATII) furnished a press release announcing its entry into a Merger Agreement on April 20, 2026, with Forge Nano, Inc. and related subsidiaries for a proposed business combination. The filing emphasizes forward-looking statements and highlights numerous risks, including potential delays, shareholder redemptions, legal proceedings, and operational challenges post-merger. No financial metrics or performance data are provided, with investors urged to review the upcoming Registration Statement on Form S-4.

• ·Merger Agreement dated April 20, 2026; Form 8-K filed April 22, 2026 (earliest event April 21, 2026)
• ·Securities: ATIIU (Units), ATII (Ordinary Shares, $0.0001 par value), ATIIW (Warrants) traded on Nasdaq Stock Market LLC
• ·ATII is an emerging growth company
• ·Principal executive offices: 2093 Philadelphia Pike #1968, Claymont, DE 19703; Phone: (725) 312-2430

22-04-2026

Lynwood Price Capital Management LP filed a 13F-HR disclosing $186141379 in total holdings across 14 positions as of March 31, 2026, with no reported changes from prior period. Top holdings include Taiwan Semiconductor MFG Ltd ADR (70000 shares valued at 23656500), McKesson Corp (23400 shares at 20249424), and Amazon.com Inc (87500 shares at 18223625). Other notable positions are LPL Financial Holdings (59500 shares), TransDigm Group (15200 shares), and KKR & Co (175000 shares).

• ·All holdings reported as sole ownership with no shared voting authority indicated.
• ·Filing covers period ending 03-31-2026, filed 04-22-2026.

22-04-2026

Creekside Partners filed its 13F-HR report on April 22, 2026, disclosing equity holdings as of March 31, 2026, across 183 positions with a total portfolio value of $242862105. The portfolio is diversified primarily into ETFs from iShares, Vanguard, Schwab Strategic Trust, and VanEck, alongside individual stocks including Apple Inc, Microsoft Corp, Amazon.com Inc, and NVIDIA Corporation. This is a standard quarterly snapshot with no period-over-period comparisons or performance metrics provided.

• ·Business address: 775 Baywood Drive Suite 306, Petaluma, CA 94954
• ·Contact phone: 7077697820
• ·SEC file number: 028-24359
• ·Date as of change: 2026-04-21

22-04-2026

Navigation Wealth Management, Inc. filed a 13F-HR disclosing $27,745,268 in total holdings across 32 positions as of March 31, 2026. The portfolio consists primarily of diversified ETFs from iShares, Vanguard, SPDR, Zacks, and others, with select stocks including Prairie Oper Co (25,007 shares valued at $50,764), Southwest Airlines (7,292 shares at $273,960), and Walmart (1,871 shares at $232,528). No changes in holdings or performance metrics were reported in this quarterly snapshot.

• ·Filing submitted by Adam Brunin on April 21, 2026, for period ending March 31, 2026.
• ·All positions reported as sole ownership with no put/call options.
• ·Central Index Key: 0001839930; SEC File Number: 028-20633.

22-04-2026

Sitrin Capital Management LLC filed its 13F-HR on April 22, 2026, disclosing 39 equity holdings totaling $199,541,108 as of March 31, 2026. The portfolio is diversified across technology, healthcare, consumer, and energy sectors, with top positions in Apple Inc. ($11,510,997), Lam Research Corp. ($9,525,966), NVIDIA Corporation ($9,156,196), Marathon Petroleum Corp. ($9,089,600), and Walmart Inc. ($8,894,351). All reported holdings are sole discretionary with no put/call options, short positions, or other manager involvement.

• ·All 39 holdings reported as SH SOLE with zero put/call shares and zero other managers.
• ·Smallest holding by value: SES AI Corporation ($59,880 for 62,245 shares).
• ·Portfolio address: 2029 Century Park East, Suite 400, Century City, CA 90067.

22-04-2026

Biltmore Wealth Management, LLC filed its 13F-HR on April 22, 2026, disclosing 60 securities holdings totaling $281,197,886 as of March 31, 2026. The portfolio features large positions in Select Sector SPDR ETFs including Industrial ($34,468,911), Technology ($29,054,862), and Health Care ($25,627,404), alongside PIMCO municipal bond ETFs ($21,114,769 and $18,519,977) and stocks like Apple Inc ($1,542,800 for 6,079 shares). No prior period comparisons or changes are provided in the filing.

• ·All positions reported with sole shared voting authority and no other managers.
• ·Business address: 1400 E Southern Avenue, Suite 650, Tempe, AZ 85282.
• ·SEC file number: 028-16482.

22-04-2026

KW Wealth Management LLC filed a 13F-HR holdings report for the period ending March 31, 2026, on April 22, 2026. The filing discloses zero reportable holdings across all categories, with no changes or voting power indicated.

• ·Business address: 2931 Land Park Dr, Sacramento, CA 95818
• ·Phone: (530) 488-8988
• ·SEC file number: 028-25797
• ·Date as of change: 2026-04-21
• ·Effectiveness date: 2026-04-22

22-04-2026

PharVision Advisers, LLC filed a 13F-HR on April 22, 2026, reporting total equity holdings of $325,717 as of March 31, 2026, across 7 securities, all with sole voting and sole investment discretion. The portfolio consists of ACV Auctions Inc ($43,460; 10,250 shares), Alta Equipment Group Inc ($60,638; 11,292 shares), Community Health Sys Inc ($30,541; 10,388 shares), Melco Resorts and Entmnt Ltd ($69,029; 12,153 shares), Organogenesis Hldgs Inc ($38,636; 16,302 shares), TTEC Hldgs Inc ($32,690; 13,076 shares), and UWM Holdings Corporation ($50,723; 14,012 shares). No prior period data is available for comparison in this filing.

• ·All positions reported with sole voting power (SH: SOLE) and sole investment discretion.
• ·No put/call options or other shared power reported.
• ·Report period end: 2026-03-31; filed as of 2026-04-22.

22-04-2026

Hidden Cove Wealth Management, LLC reported total equity holdings of $155,655,879 across 109 positions as of March 31, 2026, in its 13F-HR filing. The portfolio features significant allocations to technology leaders such as Apple Inc ($6,675,020 for 26,301 shares), NVIDIA Corporation ($4,601,205 for 26,383 shares), and Microsoft Corp ($3,327,494 for 8,989 shares), alongside diversified ETF holdings from iShares, Schwab Strategic Trust, and Vanguard totaling tens of millions. All positions are held with sole voting power, with no reported options activity.

• ·All 109 positions held with sole voting and investment power (no shared power reported).
• ·No put or call options disclosed.
• ·Filing signed by Ashley Goggins on April 21, 2026, in Bainbridge Island, WA.

22-04-2026

BankPlus Wealth Management LLC reported 117 equity holdings totaling $193,540,533 as of March 31, 2026, in its quarterly 13F-HR filing. The portfolio is diversified across stocks and ETFs, with the largest position in iShares Core S&P 500 ETF (81,004 shares valued at $52,926,084), followed by J.P. Morgan Core Plus Bond ETF ($16,740,105) and J.P. Morgan Income ETF ($9,262,097). No prior period data is available in this filing for comparison.

• ·Filing date: April 22, 2026
• ·Report period end: March 31, 2026
• ·All holdings reported as sole discretionary with no other manager or voting authority shares

22-04-2026

Two Point Capital Management, Inc. filed its 13F-HR on April 22, 2026, disclosing holdings in 28 securities as of March 31, 2026, with a total market value of $229018880000. Major positions include Alphabet Inc Cap Stk Cl A ($18250089000), Microsoft Corp ($17341125000), and Apple Inc ($15786231000). Minor changes were noted in select holdings, such as +40 shares in Alphabet Cl A and -18 shares in Eaton Corp PLC, with most positions unchanged.

• ·Filing CIK: 0001962382
• ·Filer address: 4 South Main Street, Pittsford, NY 14534
• ·SEC file number: 028-22748
• ·Conformed period end: 03-31-2026
• ·Small share adjustments: Alphabet Cl A +40 shares, Eaton Corp -18 shares, State Street SPDR -97 shares, Parker-Hannifin -2 shares

22-04-2026

Brand Engagement Network, Inc. (BEN) announced a strategic investment of up to $1,000,000 in Accelevate Solutions, including an initial $250,000 payment, via a binding term sheet to advance AI in fleet operations and establish in-vehicle engagement channels. The collaboration integrates BEN's AI with Accelevate's fleet infrastructure, targeting the commercial fleet market with billions in tech spend, supported by BEN's newly granted U.S. Patent No. 12,581,163. No declines or flat metrics reported.

• ·U.S. Patent No. 12,581,163 titled 'Systems and Methods for Delivering User-Specific Messages' granted to BEN.
• ·Accelevate platform available on Geotab Marketplace and integrates with MyRadar.
• ·Sources: Geotab State of Commercial Transportation Report (2024); International Energy Agency (IEA) Global EV Outlook.

22-04-2026

BankUnited, Inc. reported Q1 2026 net income of $61.9 million ($0.83 diluted EPS), down $7.4 million or 10.7% QoQ from $69.3 million due to seasonal factors but up $3.4 million or 5.8% YoY from $58.5 million. Net interest margin declined 7 bps QoQ to 2.99% amid faster repricing of variable rate assets and seasonal NIDDA decline, though up 18 bps YoY; non-interest income fell $5.3 million QoQ to $24.7 million while non-interest expense decreased $5.4 million QoQ to $167.4 million. Total deposits grew with non-brokered up $277 million QoQ and $1.4 billion YoY, criticized/classified loans dropped 12% QoQ, and the company repurchased 1.3 million shares for $60 million while increasing dividends 6% to $0.33 per share.

• ·ROA 0.72% in Q1 2026, down 6 bps QoQ but up 4 bps YoY.
• ·ROE 8.1% in Q1 2026, down 80 bps QoQ and down 10 bps YoY.
• ·CET1 capital 12.2%, down 10 bps QoQ.
• ·Provision for credit losses $24.6 million in Q1 2026, down from $25.6 million QoQ but up from $15.1 million YoY.
• ·Net charge-offs $36.1 million in Q1 2026, up from $24.9 million QoQ.
• ·NPA ratio 0.79% at March 31, 2026, down from 1.08% at Dec 31, 2025.

22-04-2026

Employees Provident Fund Board filed a Form 13F-HR disclosing total holdings of 1074306485 USD across 24 positions in U.S. equities as of December 31, 2010. Key holdings include Microsoft Corp (3883133 shares valued at 108378242 USD), Johnson & Johnson (1790906 shares valued at 110767536 USD), and Wal Mart Stores Inc (1771128 shares valued at 95516933 USD). No changes in voting authority or performance comparisons are reported in this snapshot filing.

• ·Filing submitted on April 22, 2026, for period ending December 31, 2010.
• ·All positions reported with sole voting authority.
• ·Additional notable holdings: Intel Corp (2502381 shares, 52625072 USD), JPMorgan Chase & Co (984357 shares, 41756424 USD), Pfizer Inc (2041581 shares, 35748083 USD).

22-04-2026

Masco Corporation reported first quarter 2026 net sales of $1,918 million, up 6% YoY from $1,801 million, with Plumbing Products growing 9% to $1,364 million while Decorative Architectural Products sales remained flat at $554 million. Adjusted operating profit increased 13% to $324 million with margin expansion to 16.9% from 16.0%, and adjusted EPS grew 20% to $1.04 from $0.87. The company repurchased 3.1 million shares for $202 million, returned $267 million to shareholders, and maintained FY2026 adjusted EPS guidance at $4.10-$4.30 per share.

• ·Cash and cash investments decreased to $388 million at Q1 2026 end from $647 million at year-end 2025.
• ·Net cash for operating activities was negative $79 million in Q1 2026, improved from negative $158 million in Q1 2025.
• ·Working capital increased to $1,494 million (19.5% of LTM sales) from $1,437 million (18.7%) YoY.
• ·FY2026 reported EPS guidance $3.91-$4.11 per share.

22-04-2026

On April 21, 2026, Target Hospitality Corp. entered into an Underwriting Agreement with Morgan Stanley & Co. LLC and Deutsche Bank Securities Inc. as representatives of the underwriters, and Selling Stockholders Arrow Holdings S.à r.l. and MFA Global S.à r.l. (controlled by TDR Capital LLP) for the sale of 7,000,000 shares of common stock at $14.00 per share in a registered public offering. The Selling Stockholders also granted a 30-day option for up to 1,050,000 additional shares. The Company will not receive any proceeds from the offering.

• ·Offering registered under Securities Act pursuant to Form S-3 (Registration No. 333-230795), effective May 16, 2019.
• ·Prospectus supplement filed with SEC on April 21, 2026, pursuant to Rule 424(b)(7).
• ·Underwriting Agreement filed as Exhibit 1.1; press releases as Exhibits 99.1 and 99.2.

22-04-2026

On April 18, 2026, the Board of Directors of Jade Biosciences, Inc. (JBIO) appointed Andrew King, BVMS, Ph.D. as President, Research & Development, effective immediately. Dr. King previously served as the Company’s Chief Scientific Officer and Head of Research & Development. No changes were made to Dr. King’s compensation in connection with the appointment.

• ·Filing date: April 22, 2026
• ·Event date: April 18, 2026
• ·Principal executive offices: 221 Crescent St., Building 23, Suite 105, Waltham, MA 02453

22-04-2026

Old National Bancorp reported 1Q26 net income applicable to common shares of $229.6 million ($0.59 diluted EPS), or $237.7 million adjusted ($0.61), driven by strong loan growth of 8.0% annualized to $49.8 billion and deposit growth of 4.2% annualized to $55.7 billion, alongside an improved adjusted efficiency ratio of 45.7%. However, net interest income fell to $580.4 million with net interest margin declining 10 bps to 3.55%, provision for credit losses increased to $34.9 million, and net charge-offs rose to 26 bps of average loans (19 bps excluding PCD). Credit quality remained strong with nonaccrual loans at 1.03%, and the company repurchased 3.9 million common shares.

• ·Preliminary regulatory Tier 1 common equity to risk-weighted assets of 11.11%, up 3 bps linked-quarter.
• ·Tangible common equity to tangible assets of 7.67%, down from 7.72%.
• ·Conference call and webcast scheduled for April 22, 2026, at 9:00 a.m. Central Time.

22-04-2026

Stock Yards Bancorp reported first quarter 2026 net income of $36.6 million or $1.24 per diluted share, up 10% YoY from $33.3 million or $1.13, driven by 11% net interest income growth to $78.4 million, 9% loan growth to $7.23 billion, and net interest margin expansion to 3.65%. However, non-interest expenses rose 8% YoY to $55.2 million, provision for credit losses increased to $1.6 million from $0.9 million YoY, deposits declined less than 1% linked quarter to $7.76 billion, and non-interest income fell 2% QoQ. The company signed a definitive agreement to acquire Field & Main Bancorp, Inc., with $861 million in assets as of December 31, 2025, expected to close May 1, 2026.

• ·Net interest margin expanded 19 bps YoY to 3.65% but loan yields declined 6 bps to 6.07%.
• ·Efficiency ratio worsened to 53.58% from 54.50% YoY.
• ·ROE declined to 13.63% from 14.14% YoY.
• ·Central Kentucky market loans exceeded $1 billion.
• ·Line of credit usage increased to 49% from 46% YoY.
• ·WM&T income reached record $11.3 million, up 6% YoY.

22-04-2026

Civista Bancshares reported first-quarter 2026 net income of $15.0 million, a 47% increase YoY from $10.2 million and 22% QoQ from $12.3 million, with diluted EPS of $0.72 up 9% YoY and 18% QoQ, supported by net interest margin expansion to 3.85% (up 34 bps YoY) and lower cost of funds to 196 bps. However, total assets declined $38.1 million or 0.9% QoQ to $4.3 billion, loans decreased $40.4 million or 1.2% QoQ due to seasonal construction runoff and payoffs, and non-recurring merger-related costs negatively impacted net income by $0.4 million. Deposits grew modestly $35.4 million or 1.0% QoQ to $3.5 billion, efficiency ratio improved to 60.1% from 64.9% YoY, and ROA rose to 1.41%.

• ·Non-performing assets $30.2 million (0.70% of assets) at March 31, 2026, down 3.3% QoQ.
• ·Declared quarterly cash dividend of $0.18 per share (up from $0.17 prior quarter), yielding 3.16% annualized at $22.79 share price.
• ·Tangible book value per share $19.70 at March 31, 2026.
• ·Net charge-offs $0.7 million Q1 2026 vs $0.6 million Q1 2025.

22-04-2026

Border to Coast Pensions Partnership Ltd filed a 13F-HR report disclosing a portfolio of 96 equity positions with a total market value of $5,919,866,000 as of March 31, 2026. Top holdings by value include AstraZeneca PLC ($398,270,000), NVIDIA Corp ($393,296,000), Apple Inc ($308,892,000), Alphabet Inc ($292,418,000), and Microsoft Corp ($230,436,000). The portfolio spans technology, healthcare, financials, REITs, and ETFs, with no prior period data provided for comparison.

• ·Filing date: April 22, 2026
• ·Report period end: March 31, 2026
• ·Business address: Toronto Square, Floor 5, Leeds, X0 LS1 2HJ
• ·SEC file number: 028-21344

22-04-2026

Boeing reported Q1 2026 revenue of $22.2 billion, up 14% YoY, driven by 143 commercial airplane deliveries (+10%), 21% growth in Defense, Space & Security revenues to $7.6 billion, and a record total backlog of $695 billion. However, the company posted a GAAP net loss of $7 million (loss per share $0.11) and core loss per share of $0.20, with negative operating cash flow of $0.2 billion and free cash flow of $1.5 billion; Commercial Airplanes continued to report operating losses of $563 million (margin -6.1%), and Global Services margins declined 0.5 points to 18.1%. Cash and investments fell to $20.9 billion amid debt repayments.

• ·Commercial Airplanes backlog reached record $576 billion.
• ·Defense, Space & Security backlog grew to record $86 billion (27% international).
• ·Global Services backlog at record $33 billion.
• ·737 production rate at 42 per month; 787 at 8 per month.
• ·Cash and investments decreased from $29.4B at Q4 2025 to $20.9B.

22-04-2026

Phoenix Wealth Advisors filed a 13F-HR on April 22, 2026, disclosing 126 equity positions with a total market value of $253,173,621 as of March 31, 2026. All positions are held with sole discretionary voting power and no shared power. Notable holdings by share count include J.P. Morgan Exchange-Traded Fund Ultra Short ETF (646,844 shares), iShares U.S. Treasury Bond ETF (439,524 shares), and Apple Inc. (30,641 shares).

• ·Filing CIK: 0001842362
• ·Business address: 100 Europa Drive, Suite 390, Chapel Hill, NC 27517
• ·Phone: 919-929-4448
• ·All holdings reported with sole voting and investment power (SH SOLE), zero shared or other power

22-04-2026

Gerber, LLC filed its 13F-HR on April 22, 2026, for the quarter ended March 31, 2026, reporting holdings across 88 equity positions with a total market value of $179,147,658, all held solely with no shared discretion. Top positions include ETF Ser Solutions Aptus Defined Risk ETF at $35,057,012 (1,282,730 shares), ARK ETF Tr Innovation ETF at $11,374,046 (168,280 shares), and NVIDIA Corporation at $6,306,263 (36,160 shares). The portfolio features heavy exposure to technology stocks, innovation and blockchain ETFs, and smaller crypto-themed holdings like Franklin XRP ETF ($189,057).

• ·All 88 positions reported as SH SOLE (sole voting and investment discretion)
• ·One options position: Altimmune Inc 750000 PRN Call options valued at $2,310,000
• ·Crypto exposure includes Franklin XRP ETF (12,958 shares, $189,057) and Fidelity Wise Origin Bitcoin Shares (3,606 shares, $212,891)

22-04-2026

BigSur Wealth Management LLC filed a 13F-HR report disclosing 164 equity positions held with sole discretionary authority, totaling $356476686 as of March 31, 2026. Top holdings include State Street SPDR S&P 500 ETF ($25466783 for 39051 shares), Vanguard FTSE Europe ETF ($13059385 for 158430 shares), and iShares Bitcoin Trust ($10311966 for 268401 shares). The filing provides a snapshot of the firm's portfolio with no prior period comparisons available.

• ·Filing date: April 22, 2026
• ·Report period end: March 31, 2026
• ·Filer CIK: 0001659171
• ·All positions held as sole discretionary (SH SOLE)

22-04-2026

Brandywine Asset Management, Inc. filed a 13F-HR disclosing 14 equity positions totaling $126,018,070 as of March 31, 2026. The portfolio is heavily weighted toward ETFs, with top holdings including Vanguard FTSE Developed Markets ETF at $29,022,431 (445,676 shares), SPDR S&P 500 ETF Trust at $19,445,166 (29,900 shares), and Vanguard S&P 500 ETF at $17,911,479 (29,573 shares). All positions are reported as solely owned with no voting authority shared.

• ·Filing date: April 22, 2026
• ·Report period end: March 31, 2026
• ·All holdings reported as SOLE ownership with 0 SH/PRN and 0 OTR voting authority