S&P 500 Technology Sector SEC Filings — April 27, 2026

27-04-2026

Verizon reported Q1 2026 total operating revenue of $34.4 billion, up 2.9% YoY, driven by 5.2% growth in wireless equipment revenue to $5.7 billion, record adjusted EBITDA of $13.4 billion (up 6.7% YoY), and adjusted EPS of $1.28 (up 7.6% YoY), with first positive Q1 postpaid phone net additions since 2013 at 55,000. Net income rose 3.3% YoY to $5.1 billion, cash flow from operations increased 2.6% to $8.0 billion, and free cash flow grew 4.0% to $3.8 billion. However, total unsecured debt increased to $142.5 billion from $131.1 billion (Q4 2025), net unsecured debt to $130.1 billion, wireless service revenue growth was impacted by an 80 basis point network outage effect, and full-year wireless service revenue is guided to be flat.

• ·Verizon paid down approximately half of Frontier debt since January 20, 2026 acquisition close; expects to repay substantially all by year-end.
• ·Raised 2026 guidance: Adjusted EPS $4.95-$4.99 (5.0-6.0% YoY growth); retail postpaid phone net adds upper half of 750,000-1M range.
• ·2026 outlook: Mobility/broadband service revenue growth 2.0-3.0% (~$93B); wireless service revenue flat; cash flow from ops $37.5B-$38.0B; capex $16.0B-$16.5B; FCF $21.5B+ (7.0%+ YoY growth).

27-04-2026

Cadence Design Systems, Inc. announced its financial results for the quarter ended March 31, 2026, via a press release issued on April 27, 2026. The press release is attached as Exhibit 99.01, and a CFO commentary on the results is attached as Exhibit 99.02, both incorporated by reference. Specific financial metrics are not detailed in the filing itself.

• ·Filing date: April 27, 2026
• ·Date of earliest event reported: April 27, 2026
• ·Quarter reported: ended March 31, 2026
• ·Items reported: 2.02 (Results of Operations and Financial Condition), 9.01 (Financial Statements and Exhibits)

27-04-2026

Sun Communities reported Q1 2026 net loss attributable to common shareholders of $8.7 million ($0.07 per diluted share), improved from $42.8 million ($0.34 per share) in Q1 2025, while Core FFO per share rose to $1.40 from $1.26. North America Same Property NOI grew 6.3% ($13.6 million increase), driven by MH revenue +6.6% and RV +4.2%, with adjusted blended occupancy flat at 98.7%; however, overall MH and annual RV occupancy dipped to 97.8% from 98.0%, North America expenses rose 5.2%, and UK Same Property NOI grew modestly 1.6%. The company raised full-year 2026 Core FFO per share guidance to $6.87-$7.07 (up $0.04 or 60 bps) and North America Same Property NOI growth to 4.2%-5.2%.

• ·Debt outstanding $4.3 billion at weighted average interest rate of 3.4% and maturity of 6.8 years as of March 31, 2026; Net Debt to trailing twelve-month Recurring EBITDA ratio of 3.7x.
• ·Acquired two properties for $27.6 million cash in Q1 2026.
• ·Full-year 2026 guidance: North America Same Property NOI growth 4.2%-5.2% (MH 5.7%-6.7%, RV 0.0%-1.8%), UK Same Property NOI growth 0.9%-3.4% (constant currency).
• ·Q2 2026 guidance: Core FFO per Share $1.71-$1.79.

27-04-2026

NVIDIA Corporation announced that Donald Robertson, VP and Chief Accounting Officer, will retire effective May 4, 2026, and remain as VP, Finance until July 1, 2026. The company appointed Scott Gawel, age 55 and formerly Corporate VP and CAO at Intel Corporation, as the new VP and CAO effective May 4, 2026, with an annual base salary of $800,000 and new hire RSUs valued at $12,875,000 vesting over four years. There are no related arrangements, transactions under Item 404(a) of Regulation S-K, or family relationships with directors or executives.

• ·Scott Gawel's prior roles: Corporate VP and CAO at Intel (2022-2026); Senior VP and Corporate Controller at Oracle (2020-2022); Senior VP and Assistant Controller at Oracle (2017-2020); VP, Corporate Accounting at Oracle (2009-2017); Senior Director, Corporate Accounting at Oracle (2004-2009).
• ·RSUs governed by NVIDIA's Amended and Restated 2007 Equity Incentive Plan.
• ·Scott Gawel eligible for standard employee benefits and will enter into the company's standard indemnity agreement.

27-04-2026

Portman Square Capital LLP, a London-based investment manager, filed its 13F-HR on April 27, 2026, disclosing equity holdings totaling $2596771574 across 102 positions as of March 31, 2026. The portfolio consists primarily of put options on common stocks (e.g., NextEra Energy Inc $202998528, Hewlett Packard Enterprise $79330158, PG&E Corp $66823981), calls on assets like SPDR Gold TR ($336701925), and various preferred shares, depositary shares, notes, and units, all with sole voting authority. No prior-period comparisons or performance metrics are provided in the filing.

• ·Firm address: 10 Portman Square, London X0 W1H 6AZ
• ·Firm phone: 44-203-627-6800
• ·SEC file number: 028-23143
• ·Filer CIK: 0001966898

27-04-2026

Mustard Seed Financial, LLC filed its 13F-HR on April 27, 2026, disclosing $166876423 in total holdings value across 92 positions as of March 31, 2026, all held with sole voting power and no other rights. The portfolio features significant allocations to fixed income ETFs like Vanguard Short Term Bond ETF (16013919 value) and Intermediate Term Bond ETF (10270210 value), alongside equity ETFs from Dimensional and stocks including NVIDIA Corporation (3953000 value). No period-over-period changes are provided in the filing.

• ·Filing period end date: March 31, 2026
• ·All 92 positions reported as SH SOLE with 0 shared voting or disposition power
• ·Heavy concentration in Dimensional ETFs (e.g., US Large Cap Value: 222848 shares; Intl Core Equity: 168266 shares) and Vanguard bond ETFs
• ·Notable stock holdings include Apple Inc. (8123 shares), Walmart Inc. (41310 shares), Exxon Mobil Corp (17465 shares)

27-04-2026

Counterpoint Mutual Funds LLC filed its quarterly 13F-HR on April 27, 2026, reporting total holdings of $665,930,921 across 294 positions as of March 31, 2026, with all positions held solely. Top holdings include Northern Lights Fund Trust III - Counterpoint Quantitative at $64,758,453 (1,549,616 shares) and iShares Broad USD High Yield Corporate Bond ETF at $20,418,238 (554,241 shares). No changes from prior periods or performance metrics are disclosed in this snapshot filing.

27-04-2026

Arcadia Wealth Management, LLC filed its 13F-HR on April 27, 2026, disclosing 67 equity positions totaling $276,351,018 as of March 31, 2026. The portfolio is diversified across individual stocks like Amazon.com Inc (value $2,246,974), Apple Inc ($592,429), Berkshire Hathaway, Broadcom, Microsoft, and primarily ETFs from providers including BlackRock iShares, Dimensional, and Vanguard, with no reported changes in share ownership. Holdings show heavy emphasis on fixed income and international equity ETFs, such as Vanguard Tax-Managed FDS VAN FTSE DEV MKT ($35,835,266) and iShares TR MSCI ACWI EX US ($12,448,434).

• ·Filing covers period ending 03-31-2026
• ·All positions held as sole discretionary with zero shared voting authority
• ·Address: 155 Dow Street, Suite 301, Manchester, NH 03101

27-04-2026

A Paradise Acquisition Corp. announced its intent to voluntarily delist its units (APADU), Class A ordinary shares (APAD), and rights (APADR) from Nasdaq upon closing of its proposed business combination with Enhanced Ltd via merger sub, forming Enhanced Group Inc. The combined entity expects to commence trading on NYSE under 'ENHA' at market open on or about May 8, 2026, with Nasdaq trading ending on or about May 7, 2026, subject to merger closing and NYSE listing requirements. The filing incorporates press releases and highlights forward-looking risks including regulatory approvals, unproven business model, and limited revenue for Enhanced.

• ·Filing date: April 27, 2026
• ·Expected Nasdaq delisting: on or about May 7, 2026
• ·Expected NYSE listing: on or about May 8, 2026
• ·Company address: The Sun’s Group Center, 29th Floor, 200 Gloucester Road, Wan Chai, Hong Kong; Phone: +852 9583 3199
• ·Former names: AParadigm Acquisition Corp. (name change 2023-01-18), Paradigm Acquisition Corp. (name change 2022-11-30)

27-04-2026

GameSquare Holdings, Inc. filed its DEF 14A Proxy Statement detailing corporate governance for the 2026 annual meeting, nominating six directors with Justin Kenna serving as President, CEO, and Chairman; all other nominees are independent. The Board held four meetings in FY2025, with each director attending at least 75% of board and committee meetings. Former directors Nick Lewin and Lou Schwartz departed in 2025.

• ·Stockholder proposals for 2027 annual meeting due by January 12, 2027.
• ·Bylaws amended April 10, 2026; filed in 8-K on April 14, 2026.
• ·Corporate Secretary contact: mmunoz@gamesquare.com or 6775 Cowboys Way, Ste. 1335, Frisco, Texas 75034.

27-04-2026

Citizens Community Bancorp reported Q1 2026 net earnings of $3.8 million ($0.39 per diluted share), down from $4.3 million ($0.44 per diluted share) in Q4 2025 but up from $3.2 million ($0.32 per diluted share) in Q1 2025. Loans grew $17.9 million (1.3%) to $1.358 billion and deposits rose 2.7% to $1.57 billion with NIM up 3 basis points to 3.18%, while PPNR increased 5.8% QoQ to $5.38 million; however, net interest income fell $0.1 million QoQ due to fewer business days, provision for credit losses surged to $0.75 million from $0.20 million, and nonperforming assets rose $1.5 million to $18.2 million. The Board approved a quarterly dividend of $0.105 per share payable May 22, 2026.

• ·Tangible book value per share $16.52 at Q1 2026, up 11.7% YoY.
• ·No share repurchases in Q1 2026.
• ·Office loan portfolio $31 million with criticized loans stable at $0.2 million.
• ·Dividend record date May 8, 2026; payable May 22, 2026.
• ·Special mention loans up $1.4 million to $25.9 million; substandard loans up $1.1 million to $22.5 million.

27-04-2026

V-Square Quantitative Management LLC filed its 13F-HR on April 27, 2026, disclosing total holdings valued at $945,928,438 across 721 positions as of March 31, 2026, all held with sole investment discretion. Top holdings include Alphabet Inc (Class C: $33,857,314; Class A: $28,844,920), Broadcom Inc ($13,734,197), and The Coca-Cola Co ($7,626,370). The portfolio features significant exposure to technology (e.g., Alphabet, Broadcom), consumer staples (e.g., Coca-Cola), and diversified industrials.

• ·Filing period end date: March 31, 2026
• ·All positions held with sole voting power (no shared or none reported)
• ·Headquartered in Chicago, IL