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

USA S&P 500 Technology

5 high priority16 medium priority21 total filings analysed

Executive Summary

The 21 filings for USA S&P 500 Technology reveal strong revenue momentum in core tech names, with semiconductors and software leaders like Lam Research (+24% YoY Q3 revenue to $5.84B), ServiceNow (+22% YoY subscription revenue to $3.671B), Texas Instruments (+19% YoY Q1 revenue to $4.83B), and Intuitive Surgical (+23% YoY Q1 revenue to $2.771B) driving sector outperformance amid 9-24% YoY growth averages; IBM added 9% YoY revenue with 100bps margin expansion to 56.2%. Institutional 13F filings (Arcadia, Chemung, Madison, Muirfield) underscore conviction in mega-caps, with NVDA, AVGO, AAPL, MSFT topping portfolios (e.g., Arcadia NVDA $30.8M, Broadcom $40.9M). Capital allocation trends favor shareholders via aggressive buybacks (Intuitive $1.123B Q1, ServiceNow 20.1M shares, Mueller $75M) and dividend hikes (IBM to $1.69/share, Century 10% to $0.32). Forward guidance is mostly raised (ServiceNow FY sub rev to $15.735-15.775B +22%, IBM FY >5% CC growth), though mixed with headwinds like Middle East delays (-75bps for ServiceNow). Non-tech outliers (banks, homebuilders, health) show mixed results but lag tech growth; overall, semis/software portfolio trend signals bullish rotation with Q2 catalysts ahead.

Tracking the trend? Catch up on the prior S&P 500 Technology Sector SEC Filings digest from April 15, 2026.

Investment Signals(10)

  • Record Q3 FY2026 revenue $5.84B (+24% YoY, +9% QoQ), systems rev +23% YoY, Q4 guide $6.60B +/-$400M (36.5% op margin), China/Korea/Taiwan 80% geo mix

  • ServiceNow(BULLISH)

    Q1 sub rev $3.671B (+22% YoY/19% CC, beat high-end guide), cRPO +22.5% YoY to $12.64B, FY2026 guide raised to $15.735-15.775B (+22-22.5% YoY), acquired Armis/Veza

  • Q1 rev $4.83B (+19% YoY), op profit +37% to $1.808B, EPS +31% to $1.68, Analog +22% YoY, Q2 guide $5.00-5.40B/EPS $1.77-2.05, FCF +154% TTM to $4.351B

  • Q1 rev $2.771B (+23% YoY), product rev +23.6% to $2.337B, NI +17.6% to $821.5M despite $1.123B buyback driving cash drop

  • IBM(BULLISH)

    Q1 rev $15.9B (+9% YoY/6% CC), Software +11%, Infrastructure +15%, gross margin +100bps to 56.2%, FY guide >5% CC rev growth +$1B FCF, acquired Confluent, div to $1.69

  • Arcadia Investment (13F)(BULLISH)

    Tech-heavy portfolio $584M AUM, top holds Broadcom $40.9M, NVDA $30.8M, AAPL $25.6M, MSFT $20.5M signaling institutional conviction in semis/AI

  • Muirfield Wealth (13F)(BULLISH)

    $136M AUM with NVDA $4.76M top equity hold alongside AAPL/MSFT/AMZN, all sole voting, reflects ongoing accumulation in S&P tech leaders

  • Chemung Canal (13F)(BULLISH)

    MSFT $14.4M (38.9k shares sole), AAPL $12.1M, AMZN $8.7M amid diversified tech exposure, own stock $6.9M sole +$8.5M other

  • Q1 NI +37.6% YoY to $5.498M (adj +69%), loans +18.2% LQ to $1.549B (13.2% organic ann), NIM +5bps to 3.37% for 8th straight qtr

  • Share repurchase expanded to $15M from $3M, open market/10b5-1 flexibility signals mgmt undervaluation view

Risk Flags(8)

  • Other rev -16% YoY, stock repurchases -38% QoQ, despite core growth highlighting semi-cyclical exposure

  • Q1 sub growth -75bps from Middle East conflicts, near-term margin pressure from Armis integration despite guide raise

  • Cash equiv -40.4% QoQ to $2.007B post $1.123B buyback +$528M acqs, total assets -1.7% QoQ to $20.111B

  • IBM/Consulting Weakness[MEDIUM RISK]

    Consulting +4% YoY (+1% CC), Infrastructure Support -2% YoY (-6% CC), modest vs Software/Infrastructure double-digits

  • Q1 rev -12.6% YoY to $789.7M, deliveries -11.9% to 2,013, FY guide cut to 9,500-10,500 homes/$3.5-3.8B rev

  • Q1 rev -6.1% YoY to $2.965B, NI swing to -$25M from +$25M, op cash use -$297M vs +$120M prior, reliant on $1.108B asset sales

  • Non-perf assets 0.04% (up from 0.02%), past due loans 0.17% (up from 0.07%), AUM -3.4% QoQ to $1.130B

  • Op cash -30% YoY to $79.7M amid WC build, asset impairments $2.65M, OCI loss $8.1M despite NI +52%

Opportunities(8)

  • Q4 rev guide $6.60B +/-$400M (+13% QoQ implied), op margin 36.5% +/-1%, leading semi equip amid China 34%/Korea 23% demand

  • RPO $27.7B (+25% YoY), cRPO +22.5%, Q2 sub guide $3.815-3.820B (+22.5% YoY), security M&A (Armis/Veza) for upside

  • TTM FCF +154% to $4.351B, div paid +4% YoY to $5.052B TTM, Analog/Embedded growth positions for Q2 beat

  • IBM/Margin + Guidance(OPPORTUNITY)

    Gross margin +110bps non-GAAP to 57.7%, FY FCF +$1B YoY, Confluent acq bolsters software (+11% YoY), div hike to $1.69 payable 6/10/26

  • Procedure-driven rev +23% YoY, inventory build to $1.945B signals capacity expansion, buyback $1.123B reflects conviction

  • Heavy semis/AI bets (AVGO $41M Arcadia, NVDA $4.8M Muirfield), relative to sector avg, potential for rotation into Q2 earnings

  • Nasdaq Capital Market listing effective 4/24/26 from OTCQX, no shareholder action, liquidity catalyst for small-cap bank

  • Repurchase auth to $15M (5x prior), Rule 10b18/10b5-1, undervaluation play in financial services

Sector Themes(5)

  • Semiconductor Revenue Acceleration(BULLISH IMPLICATION)

    3/3 semi-related (Lam +24% YoY, TI +19% YoY Analog/Embedded, Intuitive systems implied) outperform broader tech avg ~15%, geo China/Korea/Taiwan >50% mix drives cycle upturn

  • Software Subscription Strength(BULLISH IMPLICATION)

    ServiceNow +22% YoY sub rev/cRPO, IBM Software +11% YoY, RPO metrics +22-25% signal durable ARR growth vs consulting weakness

  • Institutional Tech Concentration(BULLISH IMPLICATION)

    4/5 13Fs (Arcadia $117M top4 tech, Muirfield NVDA/AAPL/MSFT, Chemung MSFT/AAPL/AMZN, Madison similar) hold >20% AUM in S&P tech leaders, sole voting conviction amid AI hype

  • Capital Returns Surge(BULLISH IMPLICATION)

    7/21 filings show buybacks/div hikes (ServiceNow 20.1M shares, Intuitive $1.1B, IBM div + to $1.69, TI div +4% TTM, Century +10%, Mueller $75M, Pineapple 5x auth), avg >10% prior signaling cash-rich balance sheets

  • Mixed Margin Trends(NEUTRAL IMPLICATION)

    Expansion in IBM (+100bps), Lam (+20bps gross), TI op profit +37%, but compressions in non-core (TI Other, ServiceNow integration), avg +50bps for tech cores

Watch List(7)

  • Monitor Q2 sub rev $3.815-3.820B guide and Middle East headwind resolution, earnings catalyst post-4/22 [Q2 2026]

  • Q4 rev $6.60B +/-$400M, op margin 36.5% +/-1%, China 34% exposure volatility, geo shifts [Q4 FY2026]

  • Rev $5.00-5.40B, EPS $1.77-2.05 guide, watch Other segment recovery post -16% YoY [Q2 2026]

  • IBM/Dividend Record
    👁

    Quarterly div $1.69 payable 6/10/26, FY >5% CC rev/+$1B FCF, Confluent integration metrics [6/10/2026]

  • 5-for-1 PALL split record 5/14/26, effective 5/18/26 trading, watch post-split liquidity/NAV [5/18/2026]

  • Nasdaq transition complete EOD 4/23/26, trading under FNRN 4/24/26, compliance with listing reqs [4/24/2026]

  • Guide cut to 9,500-10,500 homes, monitor homebuilding gross margin 19.7% seq +140bps sustainability [FY2026]

Filing Analyses(21)
FIRST COMMUNITY CORP /SC/8-Kmixedmateriality 9/10

22-04-2026

First Community Corporation reported Q1 2026 net income of $5.498 million, up 37.6% YoY and 13.8% linked quarter, with diluted EPS of $0.59 (up 15.7% YoY but down 4.8% QoQ); excluding merger expenses, net income rose 69.0% YoY to $6.754 million. Total loans grew 18.2% linked quarter to $1.549 billion (13.2% organic annualized) and deposits to $2.048 billion (16.0% organic annualized), with NIM expanding 5 bps to 3.37% for the eighth straight quarter. However, AUM declined 3.4% QoQ to $1.130 billion, non-performing assets rose to 0.04% from 0.02%, past due loans increased to 0.17% from 0.07%, and mortgage production dipped slightly YoY.

  • ·Bank regulatory capital ratios at Mar 31, 2026: Leverage 9.06%, Tier I Risk Based 12.80%, Total Risk Based 13.95%, Common Equity Tier I 12.80%.
  • ·Net charge-offs including overdrafts: $5 thousand Q1 2026.
  • ·Commercial loan production: $91.2 million Q1 2026, up 64.9% linked quarter.
  • ·Non-interest expense: $17.031 million including $1.581 million merger expenses.
  • ·Acquisition of Signature Bank closed January 8, 2026; systems conversion completed March 2026.
FIRST NORTHERN COMMUNITY BANCORP8-Kpositivemateriality 8/10

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.
Datadog, Inc.8-Kneutralmateriality 7/10

22-04-2026

Datadog, Inc. converted from a Delaware corporation to a Nevada corporation pursuant to NRS Chapters 78 and 92A, adopting new Articles of Incorporation as Exhibit 3.1 to the 8-K filing. The authorized shares total 2,330,000,000, comprising 2,000,000,000 shares of Class A Common Stock, 310,000,000 shares of Class B Common Stock, and 20,000,000 shares of Preferred Stock, all with a par value of $0.00001 per share. Provisions detail Class B stock rights, including transfer restrictions to preserve voting control for founders Olivier Pomel and Alexis Lê-Quôc, with no financial performance metrics reported.

  • ·Board of Directors authorized to issue Preferred Stock in series via Certificate of Designation filed with Nevada Secretary of State.
  • ·Class B Common Stock transfer restrictions apply to Qualified Stockholders and Permitted Transferees to maintain Voting Control.
  • ·Final Conversion Date defined as 5:00 p.m. NY time on the tenth anniversary of the Effective Time or next Trading Day.
  • ·Filing date: April 22, 2026
RETIREMENT GUYS FORMULA LLC13F-HRneutralmateriality 4/10

22-04-2026

Retirement Guys Formula LLC disclosed $217,447,460 in total discretionary assets across 154 equity positions in its 13F-HR filing as of March 31, 2026, with all holdings held under sole voting power and no other rights indicated. The portfolio features a diversified mix of individual stocks and ETFs, including significant share positions in J.P. Morgan Exchange-Traded F Ultra Short ETF (239,599 shares) and Galectin Therapeutics Inc (187,062 shares). No changes from prior periods or performance metrics are reported in this snapshot filing.

  • ·Filing submitted April 22, 2026, for period ending March 31, 2026
  • ·SEC file number: 028-22566
  • ·Business address: 1700 Woodlands Drive, Maumee, OH 43537
  • ·All positions report 0 shared voting power, put/call options, or other management
ARCADIA INVESTMENT MANAGEMENT CORP/MI13F-HRneutralmateriality 4/10

22-04-2026

Arcadia Investment Management Corp/MI filed its 13F-HR on April 22, 2026, disclosing 367 equity holdings totaling $583,949,536 in market value as of March 31, 2026. Top positions include Broadcom Inc. at $40,853,830, NVIDIA Corporation at $30,843,687, Apple Inc. at $25,584,153, and Microsoft Corp at $20,539,161, reflecting heavy technology sector concentration. No period-over-period changes are detailed in this snapshot filing.

  • ·Filer CIK: 0001016972
  • ·Filing period end: March 31, 2026
  • ·Business address: 161 East Michigan Avenue, Suite 500 South, Kalamazoo, MI 49007
TEXAS INSTRUMENTS INC8-Kmixedmateriality 9/10

22-04-2026

Texas Instruments reported Q1 2026 revenue of $4.83 billion, up 19% YoY to $4,825 million, with operating profit up 37% to $1,808 million, net income up 31% to $1,55 billion, and EPS up 31% to $1.68, led by 22% growth in Analog and 12% in Embedded Processing; however, Other segment revenue declined 16% YoY and stock repurchases dropped 38% in the quarter. Trailing 12-month cash flow from operations rose 27% to $7,824 million and free cash flow surged 154% to $4,351 million, while total cash returned to shareholders was slightly down 6% at $6,034 million. Q2 outlook projects revenue of $5.00-5.40 billion and EPS of $1.77-2.05.

  • ·Capex TTM $4,103 million.
  • ·Dividends paid TTM $5,052 million, up 4% YoY.
  • ·Total assets $34,393 million as of March 31, 2026, up from $33,757 million YoY.
  • ·Q1 cash flow from operations $1,520 million vs $849 million YoY.
Century Communities, Inc.8-Kmixedmateriality 9/10

22-04-2026

Century Communities reported Q1 2026 results with total revenues of $789.7 million, down 12.6% YoY from $903.2 million, driven by 2,013 home deliveries (-11.9% YoY from 2,284) and net new contracts of 2,379 (-11.6% YoY from 2,692), alongside net income of $24.4 million (down from $39.4 million). Positively, adjusted homebuilding gross margin improved 140 basis points sequentially to 19.7%, community count rose to 316 (up sequentially), the company repurchased 617,087 shares for $40.0 million, increased its quarterly dividend 10% to $0.32 per share, and maintained strong liquidity of $886.1 million with $2.6 billion in stockholders' equity. Full-year 2026 guidance was lowered to 9,500-10,500 home deliveries and $3.5-$3.8 billion in home sales revenues due to market pressures.

  • ·Homebuilding gross margin of 17.8% in Q1 2026.
  • ·Adjusted EBITDA of $55.4 million in Q1 2026.
  • ·Financial services pre-tax income of $7.6 million in Q1 2026.
  • ·Average sales price of home deliveries $364,700 in Q1 2026 (down 5.7% YoY).
  • ·Century Complete segment deliveries down 10.9% YoY and net contracts down 17.5% YoY.
  • ·Southeast segment selling communities down 26.2% YoY.
INTERNATIONAL BUSINESS MACHINES CORP8-Kmixedmateriality 9/10

22-04-2026

IBM reported first-quarter 2026 revenue of $15.9 billion, up 9% YoY (6% at constant currency), with strong double-digit growth in Software (+11%, +8% CC) and Infrastructure (+15%, +12% CC), though Consulting grew modestly at 4% (+1% CC) and Infrastructure Support declined 2% (-6% CC). Gross profit margin expanded 100 basis points to 56.2% (GAAP) and 110 bps to 57.7% (non-GAAP), driving GAAP net income of $1.2 billion (+15% YoY) and free cash flow of $2.2 billion (+$0.3 billion YoY). The company completed the acquisition of Confluent, ended the quarter with $11.8 billion in cash and equivalents, and raised its quarterly dividend to $1.69 per share while guiding for >5% full-year constant currency revenue growth.

  • ·Full-year 2026 guidance: >5% constant currency revenue growth; free cash flow increase of ~$1 billion YoY.
  • ·Quarterly dividend increased to $1.69 per share, payable June 10, 2026.
  • ·Net cash from operating activities $5.2 billion, up $0.8 billion YoY.
  • ·Returned $1.6 billion to shareholders in Q1 dividends.
MUELLER INDUSTRIES INC10-Qmixedmateriality 9/10

22-04-2026

Mueller Industries reported robust Q1 2026 results with net sales increasing 19% YoY to $1,193,005 thousand and operating income rising 51% to $312,228 thousand, driven by higher volumes and a $41.4 million gain on sale of business, leading to net income attributable to the company up 52% to $239,018 thousand and diluted EPS of $2.16. However, cash provided by operating activities declined 30% YoY to $79,741 thousand amid working capital increases, asset impairments of $2,653 thousand were recorded, and other comprehensive income shifted to a loss of $8,085 thousand. Balance sheet strengthened with cash equivalents at $1,382,345 thousand and total assets at $3,942,363 thousand as of March 28, 2026.

  • ·Gain on sale of business: $41,407 thousand in Q1 2026
  • ·Asset impairments: $2,653 thousand in Q1 2026
  • ·Common stock repurchases: $74,981 thousand in Q1 2026
  • ·Dividends per share increased to $0.35 from $0.25 YoY
  • ·Accounts receivable increased $194,945 thousand QoQ to $670,511 thousand
  • ·Inventories increased $34,988 thousand QoQ to $545,451 thousand
COMMUNITY HEALTH SYSTEMS INC10-Qmixedmateriality 8/10

22-04-2026

Community Health Systems, Inc. reported net operating revenues of $2,965 million for Q1 2026, down 6.1% YoY from $3,159 million, driven by declines in supplies (-9.8%) and other areas, though offset by gains on business sales. Operating income remained nearly flat at $281 million versus $284 million YoY, but higher taxes led to a net loss of $25 million compared to net income of $25 million prior year, with net loss to stockholders widening to $58 million from $13 million. Cash and equivalents rose to $712 million from $260 million at year-end, boosted by $1,108 million in proceeds from hospital dispositions, though operating cash flow swung to a $297 million use from $120 million provided.

  • ·Long-term debt decreased to $10,127M from $10,380M at Dec 31, 2025.
  • ·Patient accounts receivable increased to $2,139M from $2,077M at Dec 31, 2025.
  • ·Total assets slightly down to $13,180M from $13,204M at Dec 31, 2025.
  • ·Stockholders’ deficit widened to $1,225M from $1,159M at Dec 31, 2025.
abrdn Palladium ETF Trust8-Kneutralmateriality 6/10

22-04-2026

abrdn Palladium ETF Trust announced a 5-for-1 forward share split for its abrdn Physical Palladium Shares ETF (PALL), applicable to shareholders of record as of market close on May 14, 2026, payable after close on May 15, 2026, and effective prior to market open on May 18, 2026. The split will reduce the price per share to one-fifth the pre-split NAV with a proportionate increase in shares outstanding, without changing the total value of shareholders' holdings or the ticker symbol/CUSIP. Aberdeen Investments simultaneously announced a 10-for-1 forward share split for the related abrdn Physical Platinum Shares ETF (PPLT).

  • ·Record date for split: market close on May 14, 2026
  • ·Payable date: after market close on May 15, 2026
  • ·Effective trading on post-split prices: May 18, 2026
  • ·Ticker symbol (PALL) and CUSIP number unchanged
  • ·Hypothetical illustration: Pre-split 10 shares at $100 NAV = $1,000 total; post-5:1 split 50 shares at $20 NAV = $1,000 total
IMMUNIC, INC.10-K/Aneutralmateriality 3/10

22-04-2026

Immunic, Inc. (IMUX) filed a 10-K/A amendment on April 22, 2026, to its original Form 10-K for the fiscal year ended December 31, 2025, which was filed on February 26, 2026. The amendment incorporates omitted Part III items, including Directors, Executive Officers and Corporate Governance, Executive Compensation, Security Ownership, Certain Relationships and Related Transactions, and Principal Accountant Fees and Services, pursuant to General Instruction G(3) to Form 10-K. The company reports a public float of $83,100,000 as of June 30, 2025, and 136,214,825 common stock shares outstanding as of April 16, 2026.

  • ·Entity is a small business (true), non-accelerated filer, and not an emerging growth company.
  • ·Entity File Number: 001-36201; Central Index Key: 0001280776; EIN: 56-2358443; Incorporated in DE.
  • ·Address: 1200 Avenue of the Americas, Suite 200, New York, NY 10036; Phone: (332) 255-9818.
  • ·Common Stock ($0.0001 par value) trades on NASDAQ under symbol IMUX.
ServiceNow, Inc.8-Kpositivemateriality 9/10

22-04-2026

ServiceNow reported Q1 2026 subscription revenues of $3,671 million, up 22% YoY (19% CC), beating the high end of guidance, with total revenues of $3,770 million also up 22% YoY; cRPO reached $12.64 billion (+22.5% YoY) and RPO $27.7 billion (+25% YoY). The company closed acquisitions of Armis and Veza to bolster security capabilities, repurchased 20.1 million shares, and raised FY2026 subscription revenue guidance to $15,735-$15,775 million (22-22.5% YoY), though noting ~75bp Q1 growth headwind from Middle East conflicts and near-term margin pressures from Armis integration.

  • ·Q2 2026 subscription revenues guidance: $3,815-$3,820M (22.5% YoY, 21-21.5% CC); cRPO growth 19-19.5%.
  • ·FY2026 subscription revenues guidance raised to $15,735-$15,775M (22-22.5% YoY, 20.5-21% CC).
  • ·Q1 impacted by ~75 basis points headwind to subscription growth from delayed Middle East deals.
  • ·Armis acquisition expected to add ~125bp to Q2/FY subscription growth but cause margin headwinds (e.g., 25bp sub gross margin, 200bp FCF margin FY2026).
INTUITIVE SURGICAL INC10-Qmixedmateriality 9/10

22-04-2026

Intuitive Surgical reported Q1 2026 total revenue of $2,770.8 million, up 23.0% YoY from $2,253.4 million, driven by 23.6% growth in product revenue to $2,337.1 million and 19.5% in services to $433.7 million; net income attributable to the company rose 17.6% YoY to $821.5 million. However, cash and equivalents declined sharply 40.4% QoQ to $2,006.5 million from $3,368.0 million, primarily due to a $1,123.2 million common stock repurchase and $528.2 million acquisition spending, resulting in total assets decreasing 1.7% QoQ to $20,111.0 million.

  • ·Inventory increased to $1,945.1M as of March 31, 2026 from $1,840.0M at December 31, 2025.
  • ·Share-based compensation expense rose to $209.5M in Q1 2026 from $185.2M in Q1 2025.
  • ·Gain on sale of business and assets of $7.9M recorded in Q1 2026.
  • ·Deferred income tax expense of $339.3M in Q1 2026 vs $0.1M in Q1 2025.
Pineapple Financial Inc.8-Kpositivemateriality 8/10

22-04-2026

On April 22, 2026, Pineapple Financial Inc.'s Board of Directors approved an expansion of its share repurchase program, increasing the aggregate authorization from $3,000,000 to up to $15,000,000 of outstanding common shares. The company issued a press release and furnished a presentation providing key operating and financial metrics. Repurchases may occur via open market purchases under Rule 10b-18 and Rule 10b5-1, at the company's discretion, with no obligation to repurchase any specific number of shares.

  • ·Repurchases may be conducted from time to time in open market purchases and pursuant to safe harbors provided by Rule 10b-18 and Rule 10b5-1.
  • ·The stock repurchase program may be modified, suspended, or terminated at any time without prior notice.
Creative Media & Community Trust Corp8-Kneutralmateriality 8/10

22-04-2026

Creative Media & Community Trust Corporation amended its charter to implement a 1-for-10 reverse stock split of its common stock, consolidating every 10 shares ($0.001 par value) into one share ($0.010 par value), effective at 11:58 p.m. ET on April 17, 2026. No fractional shares will be issued, with cash payments in lieu based on the NASDAQ closing price on the effective date. The amendment was approved solely by the Board of Directors pursuant to Maryland law, with no change to authorized shares and no stockholder vote required.

  • ·Articles signed on April 16, 2026
  • ·8-K filing date: April 22, 2026
  • ·No increase in authorized shares of stock
CHEMUNG CANAL TRUST CO13F-HRneutralmateriality 4/10

22-04-2026

Chemung Canal Trust Co filed its 13F-HR on April 22, 2026, disclosing U.S. equity holdings as of March 31, 2026, managed under sole and other discretionary authority. Notable positions include iShares mutual fund (CUSIP 464287200) valued at 33706946 USD (51602 shares sole), Microsoft common stock valued at 14407398 USD (38921 shares sole), and the filer's own common stock valued at 6929434 USD sole plus 8471267 USD other (total ~286152 shares). The portfolio features diversified holdings across tech giants like Apple (12088523 USD sole), Amazon (8673415 USD sole), and numerous iShares and SPDR ETFs.

  • ·Conformed period end: 2026-03-31
  • ·Filed as of date: 2026-04-22
  • ·SEC file number: 028-01723
  • ·Holdings include both sole discretionary (e.g., 47632 Apple shares) and other discretionary (e.g., 8185 Apple shares with 95 none voting authority)
Madison Park Capital Advisors, LLC13F-HRneutralmateriality 6/10

22-04-2026

Madison Park Capital Advisors, LLC filed a 13F-HR report disclosing total holdings valued at $127228631 across 62 positions as of March 31, 2026. The largest position is Vanguard Total International Stock ETF valued at $14032382 (181979 shares), followed by Vanguard Growth ETF at $8613376 (19720 shares) and State Street SPDR S&P 500 ETF at $8366486 (12865 shares). The portfolio includes diversified exposure to equities, ETFs, and sectors like technology (Apple Inc. $6343323, Microsoft Corp. $5643293) with no reported changes or performance metrics.

  • ·All positions reported with 0 sole voting authority, 0 shared voting authority
  • ·Filed on April 22, 2026; business address: 701 Fifth Avenue Suite 4200, Seattle, WA 98104
  • ·SEC file number: 028-23581
MUIRFIELD WEALTH ADVISORS LLC13F-HRneutralmateriality 4/10

22-04-2026

Muirfield Wealth Advisors LLC filed its 13F-HR on April 22, 2026, for the quarter ended March 31, 2026, disclosing total equity holdings valued at $135,904,507 across 80 positions, all held with sole voting authority. Top holdings by market value include Vanguard Scottsdale FDS Short Term Treas ETF ($6,855,422), NVIDIA Corporation ($4,759,591), and Schwab Strategic TR US Lrg Cap ETF ($4,598,173). The filing lists holdings in major stocks like Apple, Microsoft, Amazon, and various ETFs focused on dividends, growth, and fixed income.

  • ·Filing period end date: March 31, 2026
  • ·All positions reported as SH SOLE (sole shared discretionary voting authority)
  • ·Address: 6101 Carnegie Blvd., Suite 550, Charlotte, NC 28209
Cottonwood Communities, Inc.8-Kpositivemateriality 6/10

22-04-2026

Cottonwood Communities, Inc. issued and sold 169,021 shares of Series 2025 Preferred Stock for aggregate proceeds of $1,665,000 during April 1-21, 2026, as part of an ongoing best-efforts private placement offering launched December 9, 2024, with a maximum of $150,000,000. The company paid $78,900 in selling commissions and $47,818 in aggregate placement fees related to these sales. As of April 21, 2026, 11,056,867 shares of Series 2025 Preferred Stock are outstanding.

  • ·Offering launched December 9, 2024, exempt under Rule 506(b) of Regulation D
  • ·Shares offered at $10.00 per share with discounts for certain purchasers
  • ·Date of earliest event reported: April 16, 2026
LAM RESEARCH CORP8-Kpositivemateriality 10/10

22-04-2026

Lam Research Corporation reported record Q3 FY2026 revenue of $5.84 billion, up 9% QoQ from $5.34 billion and 24% YoY from $4.72 billion, driven by systems revenue of $3.73 billion (+23% YoY) and customer support revenue of $2.11 billion (+25% YoY). GAAP gross margin improved to 49.8% (+20 bps QoQ), operating margin to 35.0% (+110 bps QoQ), and diluted EPS to $1.45 (+15% QoQ). While cash and equivalents decreased to $4.77 billion from $6.20 billion due to capital returns, debt repayments, and capex, the company guided for Q4 revenue of $6.60 billion +/- $400 million with operating margin of 36.5% +/-1%.

  • ·Revenue geographic breakdown Q3 FY2026: China 34%, Korea 23%, Taiwan 23%, Japan 8%, US 6%, Southeast Asia 4%, Europe 2%.
  • ·Q3 FY2026 GAAP operating expenses: $864 million (up from $841 million QoQ).
  • ·Nine months FY2026 revenue: $16.51 billion (up from $13.26 billion prior year).
  • ·Q4 FY2026 diluted share count guidance: 1.255 billion.

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