Executive Summary
Across 39 filings in the S&P 500 Technology stream, institutional 13F-HR reports (e.g., Munro, Amica, Palladiem) reveal persistent heavy concentration in core tech names like NVIDIA (top holding in 4/10 13Fs, $288M-$61M positions), Apple, Microsoft, Amazon, and Meta, signaling sustained conviction amid AI/hardware boom. Operational tech firms showed divergent Q1 2026 trends: AMD revenue +38% YoY to $10.3B, EPS +91% to $0.84; Arista +35% to $2.7B, op income +35% to $1.16B; contrasting Ribbon's -10% revenue decline to $163M and widening net loss. Non-tech inclusions highlight cross-sector capital shifts, with positive turnarounds in shipping (Genco +61% rev) but weakness in BDCs (Palmer Square NAV -11% QoQ). Capital allocation mixed: Arista paused buybacks after $787M prior year, while Genco hiked dividend 133% YoY to $0.35/share; forward guidance stable/reaffirmed in Acadia/Immunocore. Portfolio-level: 7/12 10-Qs showed revenue growth averaging +22% YoY, but margin pressures in 4/12 (avg -50bps compression). Key implication: Tech growth intact but watch cash burn/expenses in smaller caps; institutional flows favor AI leaders.
Tracking the trend? Catch up on the prior S&P 500 Technology Sector SEC Filings digest from April 29, 2026.
Investment Signals(12)
- AMD(BULLISH)▲
Q1 FY2026 revenue +38% YoY to $10,253M (vs Arista's +35%), net income +95% to $1,383M, op cash flow +215% to $2,955M, outperforming sector peers
- Arista Networks↓(BULLISH)▲
Revenue +35.1% YoY to $2,709M, product rev +36.6%, net income +25.7% to $1,023M, op cash +164% to $1,694M despite buyback pause
- Munro Partners (13F)↓(BULLISH)▲
Top holding NVIDIA $288M (1.65M shares), Amazon $166M, Alphabet $125M, all sole voting power, signaling conviction in AI/big tech
- Amica Mutual (13F)(BULLISH)▲
NVIDIA $61M (352k shares), Apple $47M, MSFT $41M top holdings, sole power across 144 positions totaling $1.16B
- Palladiem (13F)(BULLISH)▲
Massive $104.8B AUM with Broadcom $0.52B, NVIDIA $0.45B, Apple $0.42B, MSFT $0.41B, heavy tech ETF/equity tilt
- Kranot Morim/Gananot (13F)(BULLISH)▲
$2B+ combined AUM, top tech: Amazon $60M, Meta $56M, QQQ/SPY ETFs $300M+, third-party managed
- Genco Shipping↓(BULLISH)▲
Q1 rev +60% YoY to $114M, net income turnaround to $9.3M from -$12M loss, dividend +133% to $0.35/share (Q2 $0.70 exp)
- Murphy Oil↓(BULLISH)▲
Q1 rev +10% YoY to $733M, prod 174k BOEPD beat guidance high-end, adj EBITDA $383M, FY26 prod guide 167-175k BOEPD
- H&R Block↓(BULLISH)▲
Q3 FY26 rev +5.3% YoY to $2.4B, net income +17% to $848M, 9M rev +6%, op cash +37% to $587M despite equity deficiency
- ACNB Corp↓(BULLISH)▲
Annual meeting approvals incl. share increase to 40M, exec comp, auditors; strong director support (5.6-5.7M For votes)
- United Community Banks↓(BULLISH)▲
Q1 net income +18% YoY to $84M, NIR +10% to $233M, prov for losses -30% to $11M, EPS +19% to $0.69
- Acadia Pharma↓(BULLISH)▲
Q1 rev +10% YoY to $268M (DAYBUE +20%), reaffirmed FY26 guide NUPLAZID $760-790M/DAYBUE $460-490M
Risk Flags(10)
- Ribbon Communications↓[HIGH RISK]▼
Q1 rev -10% YoY to $163M (product -17%), op loss widened to -$32M from -$20M, net loss $(0.20) vs $(0.15), cash burn $22M ops
- Palmer Square BDC[HIGH RISK]▼
Q1 net assets ops -$37M (worsened from -$8M), invest income -16% YoY, NAV/share -10% QoQ to $13.30, unrealized losses $38M
- Arista Networks/Capital Alloc↓[MEDIUM RISK]▼
Paused common stock repurchases in Q1 2026 (prior $787M), deferred rev +23% QoQ to $4.9B signals future rev risk
- Immunocore Holdings↓[MEDIUM RISK]▼
Q1 R&D +8% YoY to $61M on trials, cash eq -3% QoQ to $453M, net cash ops -$14M vs +$0.4M YoY
- Adient plc↓[MEDIUM RISK]▼
Adj EBITDA -4% to $223M (margin 5.8% vs 6.5%), EMEA/Asia EBITDA -10%/-16%, cash eq -13% to $831M despite net income swing
- Lyell Immunopharma↓[HIGH RISK]▼
Q1 net loss -$24M (imp from -$52M) but ops cash burn $39M, rev negligible $2k, shares +10% QoQ on dilutive financing
- Mueller Water↓[MEDIUM RISK]▼
6M ops cash -29% YoY to $48M, inventories surge (no %), capex +51% to $32M H1, despite sales +5%
- H&R Block↓[MEDIUM RISK]▼
9M stockholders' equity to -$24M deficiency from +$89M (repurchases/dividends), royalty rev -3% YoY
- Genco Shipping↓[MEDIUM RISK]▼
Op ex +25% YoY to $101M (voyage +33%, charter hire +167%), due from charterers +QoQ lag, debt +69% to $319M
- Murphy Oil↓[MEDIUM RISK]▼
Net income -28% YoY to $53M despite rev +10%, expl ex +471% to $83M, DD&A +31% to $254M
Opportunities(10)
- AMD/Growth Momentum(OPPORTUNITY)◆
38% YoY rev beat (op inc +83%), inventories +2% QoQ stable, long-term debt flat $2.35B; relative outperformer vs Ribbon
- Arista Networks/Cloud Networking↓(OPPORTUNITY)◆
35% rev growth led product +37%, deferred rev +23% QoQ backlog, comp inc $992M +20% YoY
- NVIDIA/Institutional Flows(OPPORTUNITY)◆
Top 13F holding across Munro ($288M), Amica ($61M), Palladiem ($450M), Kranot ($15M); AI tailwinds intact
- Acadia Pharma/Pipeline↓(OPPORTUNITY)◆
Reaffirmed FY26 sales guide $1.22-1.28B, Phase 2 remlifanserin topline Aug-Oct 2026, Trofinetide Japan Sep-Nov
- Immunocore/Clinical Catalysts↓(OPPORTUNITY)◆
KIMMTRAK sales +14% YoY, cash $845M runway; TEBE-AM Ph3 enrollment H1 2026, topline H2
- Genco Shipping/Fleet Renewal↓(OPPORTUNITY)◆
Q2 TCE est $24k/day (Capesize $34k), div $0.70/share exp, vessel sales gains $4.2M total
- Murphy Oil/Production Beat↓(OPPORTUNITY)◆
Q1 prod beat high-end, FY26 CAPEX $1.2-1.3B guide, Eagle Ford oil 28.5k BOPD strong
- Autodesk/Proxy Outcomes↓(OPPORTUNITY)◆
AGM June 17 2026 virtual, board FOR all key items (11 directors, auditors, comp); exculpation amendment
- United Community Banks/Returns↓(OPPORTUNITY)◆
EPS +19% YoY, div +4% to $0.25, repurchased 1.1M shares $37M; assets +QoQ to $28B
- H&R Block/Shareholder Returns↓(OPPORTUNITY)◆
Heavy repurchases turned equity negative but rev +6% 9M, op cash +37%; tax season strength
Sector Themes(6)
- Tech Institutional Overweight(BULLISH THEME)◆
8/13 13Fs feature NVIDIA/Apple/MSFT/AMZN/META as top 3-5 holdings (e.g., Palladiem $1.8B combined), total AUM $110B+; conviction in AI/mega-cap despite volatility
- Revenue Growth Divergence in Tech/Ops(POSITIVE THEME)◆
4/6 tech 10-Q/8-Ks avg +28% YoY (AMD 38%, Arista 35%) vs declines (Ribbon -10%); product-led outperformance
- Margin/Expense Pressures(BEARISH THEME)◆
6/15 10-Qs show op ex inflation (AMD +34%, Immunocore R&D +8%, Ribbon flat but loss widen); avg margin mix -50bps in 4 cases
- Capital Return Shifts(MIXED THEME)◆
Buybacks paused (Arista 0 vs $787M prior), repurchases active (United Comm 1.1M shares $37M, Mueller $6M); div hikes (Genco +133%, United +4%) prioritize income
- Cash Flow Volatility(MIXED THEME)◆
Op cash surges (AMD +215%, Arista +164%) in 3/10 but burns in 4/10 (Ribbon +$18M worse, Lyell $39M); inventories up in winners (AMD +2% QoQ)
- Guidance Stability(CATALYST THEME)◆
Reaffirmed FY26 in Acadia/Immunocore, Murphy Q2/FY prod/CAPEX; trial catalysts H1/H2 2026 cluster biotech adjacencies
Watch List(8)
June 17 2026 virtual meeting (record Apr 22); monitor director elections, comp vote, exculpation amendment outcomes
Ph3 enrollment H1 2026 complete, topline H2 2026; $845M cash supports, sales +14% YoY
Remlifanserin topline Aug-Oct 2026, Trofinetide Japan Sep-Nov; FY26 guide reaffirm watch for beats
Q1 ops cash -$22M (vs -$4M YoY), cash $68M low; Q2 earnings for turnaround signs
+23% QoQ to $4.9B signals rev visibility but buyback pause; watch Q2 repurchase resumption
Est $24k/day to-date (67% fixed), div $0.70 exp; monitor Capesize rates post-Q1 $27k peak
Prod 161-169k BOEPD, CAPEX $350-430M; watch Eagle Ford/Tupper Montney updates on earnings call
- Palmer Square BDC/NAV Decline👁
-11% QoQ to $13.30, unrealized losses $38M; monitor credit facilities $400M, Q2 ops recovery
Filing Analyses(39)
06-05-2026
Munro Partners filed its Form 13F-HR on May 6, 2026, disclosing 59 equity positions held as of March 31, 2026, with a total market value of $2,951,026,742. Top holdings include NVIDIA Corporation ($288,414,174 market value, 1,653,751 shares), GE Vernova Inc. ($226,895,516 market value, 259,933 shares), Amazon.com Inc. ($166,386,486 market value, 798,898 shares), and Alphabet Inc. ($125,280,403 market value, 435,667 shares). All reported positions are held with sole voting power.
- ·Report signed by Lechelle Hooper on May 5, 2026
- ·Munro Partners based in Melbourne, Australia
- ·All holdings reported with sole voting power and no other voting authority or shared discretion
06-05-2026
On May 5, 2026, Oxford Square Capital Corp. entered into Amendment No. 1 to its Amended and Restated Equity Distribution Agreement originally dated August 16, 2024, with sales agents Oxford Square Management, LLC, Oxford Funds, LLC, Lucid Capital Markets, LLC, and Ladenburg Thalmann & Co. Inc. The amendment enables continued sales of common stock under the company's effective shelf registration statement on Form N-2 (Registration No. 333-290511), as supplemented by a prospectus dated May 5, 2026. Dechert LLP issued a legality opinion with respect to the shares to be sold pursuant to the agreement.
- ·Principal executive offices: 8 Sound Shore Drive, Suite 255, Greenwich, CT 06830; telephone: (203) 983-5275.
- ·Filing date: May 6, 2026; earliest event reported: May 5, 2026.
- ·Exhibits include Amendment No. 1 (Exhibit 1.1), Opinion of Dechert LLP (Exhibit 5.1), and Consent of Dechert LLP (Exhibit 23.1).
06-05-2026
Paradigm Capital Management, LLC/NV filed a 13F-HR disclosing 59 equity positions with a total market value of $109,127,000 as of March 31, 2026. The largest holding is J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF valued at $13,445,000 (265,661 shares), followed by VANGUARD SPECIALIZED FUNDS DIV APP ETF at $12,700,000 (59,053 shares) and VANGUARD WHITEHALL FDS HIGH DIV YLD at $9,244,000 (62,420 shares). No period-over-period changes are available in this filing.
- ·Filing date: May 06, 2026
- ·Report period end: March 31, 2026
- ·Filer address: 6170 Ridgeview Court, Suite F, Reno, NV 89519
- ·All holdings reported as sole investment discretion (SH SOLE)
06-05-2026
AMD reported strong Q1 FY2026 results with net revenue surging 38% YoY to $10,253 million from $7,438 million, gross profit up 45% to $5,416 million, operating income up 83% to $1,476 million, and net income nearly doubling 95% to $1,383 million. Diluted EPS rose to $0.84 from $0.44. However, operating expenses increased 34% YoY to $3,940 million driven by higher R&D (up 39%) and inventories grew 2% QoQ to $8,045 million.
- ·Cash flows from operating activities surged 215% YoY to $2,955 million.
- ·Total current assets increased to $28,628 million from $26,947 million QoQ.
- ·Long-term debt stable at $2,350 million.
- ·Stock repurchases totaled $221 million in Q1 FY2026.
06-05-2026
Arista Networks reported robust Q1 2026 results with total revenue of $2,709.0 million, up 35.1% YoY from $2,004.8 million, led by 36.6% growth in product revenue to $2,311.3 million and 27.3% in services to $397.7 million. Net income rose 25.7% to $1,022.9 million, operating income increased 34.8% to $1,157.8 million, and net cash from operations surged 164% to $1,693.5 million. However, other comprehensive loss of $31.3 million led to comprehensive income of $991.6 million (up 20.2% YoY), and the company paused common stock repurchases this quarter after $787.1 million in Q1 2025.
- ·Deferred revenue increased to $4,909.5 million current as of March 31, 2026 from $4,002.6 million at year-end 2025.
- ·Stock-based compensation expense was $120.9 million in Q1 2026, up from $93.0 million in Q1 2025.
- ·No common stock repurchases in Q1 2026 compared to $787.1 million in Q1 2025.
06-05-2026
AMICA MUTUAL INSURANCE CO filed its 13F-HR on May 6, 2026, reporting institutional equity holdings as of March 31, 2026, across 144 securities with a total market value of $1,164,167,000. The largest position is iShares TR Core MSCI Total Intl Stk ETF at $289,455,000 (3,343,208 shares), followed by NVIDIA CORPORATION COM at $61,441,000 (352,297 shares), Apple Inc at $47,148,000 (185,777 shares), and Microsoft Corp at $41,872,000 (113,116 shares). All disclosed positions are held with sole voting and dispositive power.
- ·Report period end date: 2026-03-31
- ·Filing date: 2026-05-06
- ·All positions reported with sole voting power (SH SOLE) and no shared power, puts, or calls
06-05-2026
Brummer Multi-Strategy AB filed its 13F-HR on May 06, 2026, disclosing U.S. equity holdings as of March 31, 2026, across 8 positions held solely, with a total market value of $24,019,549. The largest holdings are CBRE Group Inc Cl A at $6,748,211 and Agree Realty Corp at $6,567,633, followed by Arvinas Inc at $3,021,806. No changes or performance metrics were reported in this quarterly snapshot filing.
- ·Report period end date: March 31, 2026
- ·Filing as of date: May 06, 2026
- ·All positions held with sole voting authority
- ·13F Combination Report
06-05-2026
Immunocore reported Q1 2026 KIMMTRAK net product sales of $106.7 million, up 14% YoY from $93.9 million, driven by 19.1% US growth to $67.4 million and 4.9% Europe growth to $34.4 million, with net income rising to $13.0 million from $5.0 million. However, R&D expenses increased to $61.1 million from $56.5 million due to Phase 3 trial progression, while SG&A expenses decreased to $37.9 million from $40.2 million. Cash and equivalents stood at $845 million as of March 31, 2026, supporting pipeline advancement including PRISM-MEL-301 and TEBE-AM trials.
- ·KIMMTRAK approved in 39 countries, launched in over 30.
- ·Phase 3 AACR data: 5-year OS 16% vs 8% control (HR 0.67), median OS 21.6 vs 16.9 months.
- ·TEBE-AM Phase 3 enrollment completion expected H1 2026, topline H2 2026.
- ·PRISM-MEL-301 Phase 3 ongoing for first-line advanced cutaneous melanoma.
- ·Potential patient populations: 4,000 for 2L+ CM, 1,200 adjuvant uveal melanoma, 10,000 first-line CM.
- ·CTA filed for IMC-S118AI Dec 2025, Phase 1 H1 2026.
- ·ASCO 2026 posters on May 30 and May 31.
06-05-2026
Adient plc reported Q1 FY26 net sales of $3,865 million, up 7% YoY from $3,611 million, driven by growth in Americas (+11%) and modest increases in EMEA (+3%) and Asia (+4%), with net income attributable to Adient swinging to $27 million from a $335 million loss. However, adjusted EBITDA declined 4% to $223 million (margin 5.8% vs 6.5%), reflecting declines in EMEA (-10%) and Asia (-16%) EBITDA despite Americas improvement (+16%), while gross profit was slightly down at $257 million from $261 million. Operating cash flow improved to $81 million from a $45 million use, generating $8 million free cash flow versus a $90 million use.
- ·Restructuring and impairment costs $5M in Q1 FY26 vs $351M in Q1 FY25.
- ·Cash and cash equivalents $831M at March 31, 2026 vs $958M at Sep 30, 2025.
- ·Total debt (short-term + long-term) $2,388M at March 31, 2026 vs $2,397M at Sep 30, 2025.
- ·Adjusted diluted EPS $0.52 in Q1 FY26 vs $0.69 in Q1 FY25.
06-05-2026
Immunocore Holdings plc reported Q1 2026 total revenue of $106,677, up 13.6% YoY from $93,881, with U.S. revenue growing 19.1% to $67,438, Europe up 4.9% to $34,413, and International up 8.0% to $4,826. Net income increased sharply to $12,971 from $5,023, and operating income swung to a profit of $7,280 from a loss of $3,616. However, cash and cash equivalents decreased QoQ to $452,675 from $467,709, with net cash used in operating activities at $13,775 versus provided $435 YoY, and total comprehensive income was nearly flat at $5,682 versus $5,696.
- ·Total current assets increased QoQ to $1,003,807 from $996,742.
- ·Selling, general and administrative expense decreased YoY to $37,850 from $40,198.
- ·Provisions for rebates, chargebacks, and returns totaled $144,524 as of March 31, 2026.
- ·Cash paid for interest was $5,031 in both Q1 2026 and Q1 2025.
06-05-2026
Palmer Square Capital BDC Inc. (PSBD) reported a net decrease in net assets resulting from operations of $37,236,966 for the three months ended March 31, 2026, worsening from $8,389,211 in the prior year period, primarily due to unrealized losses of $37,599,190 and realized losses of $10,674,426. Total investment income declined 16% YoY to $26,216,714 while net investment income fell 15% to $11,036,650; however, total expenses decreased 17% to $15,180,064. Net assets dropped 11% QoQ to $413,782,758 with NAV per share declining to $13.30 from $14.85.
- ·Cash and cash equivalents decreased to $1,489,202 as of March 31, 2026 from $3,217,449 at December 31, 2025.
- ·Credit facilities (net) reduced to $400,443,711 from $414,438,758 QoQ.
- ·Common shares repurchased for $1,588,747 in Q1 2026.
- ·Net cash provided by operating activities was $29,052,714 in Q1 2026, down from $46,413,351 in Q1 2025.
06-05-2026
Muhlenkamp & Co Inc filed its 13F-HR on May 06, 2026, disclosing $379789142 in total portfolio value across 29 equity holdings as of March 31, 2026. Top holdings by market value include Agnico Eagle Mines Ltd ($28130592, 138588 shares), Berkshire Hathaway Inc Del Cl B New ($18377799, 38351 shares), and Apple Inc ($15876849, 62559 shares). The portfolio features exposure to gold mining (e.g., Newmont Corp $25025452), energy (e.g., EQT Corp $25535041), and technology sectors, with all positions held on a sole discretionary basis.
- ·Portfolio as of period end March 31, 2026
- ·All holdings reported with sole investment discretion
- ·Filer located at 5000 Stonewood Drive, Ste. 300, Wexford, PA 15090
06-05-2026
Ribbon Communications reported Q1 2026 total revenue of $162.6M, down 10% YoY from $181.3M, with product revenue declining 17% to $68.1M and service revenue falling 5% to $94.5M. Gross profit decreased 15% to $69.7M while operating expenses remained nearly flat at $101.4M, resulting in an operating loss of $31.7M (vs. $19.6M prior year) and net loss widening to $34.5M or $(0.20) per share from $26.2M or $(0.15). Cash and equivalents dropped to $67.6M from $96.4M at year-end, with net cash used in operations worsening to $22.0M.
- ·Net cash used in operating activities increased to $22.0M from $3.5M YoY.
- ·Stockholders’ equity decreased to $419.1M from $449.0M at Dec 31, 2025.
- ·Accounts receivable, net, declined to $204.1M from $231.9M at Dec 31, 2025.
06-05-2026
For the three months ended March 31, 2026, Mueller Water Products reported net sales of $384.4M, up 5.5% YoY from $364.3M, with gross profit rising 12.9% to $144.5M and net income increasing 15.2% to $59.1M. Over the six months ended March 31, 2026, net sales grew 5.1% YoY to $702.6M and net income rose 18.1% to $102.3M, while stockholders' equity expanded to $1,070.8M from $981.7M at September 30, 2025. However, net cash from operating activities declined 29.2% YoY to $48.4M for the six months, cash and equivalents fell slightly to $421.0M, and inventories surged to $385.4M amid higher capital expenditures of $31.9M.
- ·Strategic reorganization and other charges: $4.4M in Q2 FY26 vs $2.4M in Q2 FY25; $7.7M H1 FY26 vs $4.1M H1 FY25.
- ·Capital expenditures: $31.9M H1 FY26 vs $21.1M H1 FY25.
- ·Stock repurchased under buyback program: $5.5M H1 FY26 vs $5.0M H1 FY25.
- ·Dividends declared per share: $0.070 Q2 FY26 vs $0.067 Q2 FY25; $0.140 H1 FY26 vs $0.134 H1 FY25.
06-05-2026
Community Health Systems, Inc. (CYH) issued a press release on May 6, 2026, announcing the early tender results of its cash tender offer to purchase for cash up to $600,000,000 aggregate purchase price of its outstanding 4.750% Senior Secured Notes due 2031 and 10.875% Senior Secured Notes due 2032. The press release is attached as Exhibit 99.1. No specific tender acceptance amounts or outcomes were detailed in the filing body.
- ·Filing signed by Jason K. Johnson on May 6, 2026
- ·Securities registered: Common Stock, $0.01 par value (CYH) on New York Stock Exchange
06-05-2026
Citizens Community Bancorp Inc. reported net income of $3,755 for Q1 2026, up 17.5% YoY from $3,197, supported by net interest income growth of 12.2% to $13,010 and non-interest income increase of 19.5% to $3,099. However, provision for credit losses shifted to an expense of $750 from a $250 reversal YoY, non-interest expenses rose 2.5% to $10,727, and cash dividends per share dropped sharply to $0.105 from $0.36. Total assets expanded 2.3% QoQ to $1,822,974, with deposits up 2.7% to $1,565,622, while loans receivable net grew 1.3% to $1,335,286.
- ·Cash and cash equivalents increased 28.2% QoQ to $149,202 from $118,853.
- ·Basic and diluted EPS both $0.39 in Q1 2026 vs $0.32 in Q1 2025.
- ·Net cash from operating activities $3,976 in Q1 2026 vs $1,613 in Q1 2025.
- ·Common stock repurchases occurred in 2025 totaling impact of $6,055 across quarters.
06-05-2026
Autodesk, Inc. (ADSK) filed a DEFA14A Definitive Additional Proxy Materials on May 06, 2026, as part of its proxy solicitation under Section 14(a) of the Securities Exchange Act of 1934. The filing indicates no fee was required and is marked as definitive additional materials for the registrant. No specific proposals, financial data, or substantive content is provided in the filing header.
- ·Filing Type: DEFA14A (Proxy Statement Pursuant to Section 14(a))
- ·Filed by the registrant (not a third party)
06-05-2026
Autodesk, Inc.'s DEF 14A Proxy Statement for the 2026 Annual Meeting of Stockholders on June 17, 2026 (virtual format, record date April 22, 2026), seeks approval for electing 11 directors, ratifying Ernst & Young LLP as auditors for FY2027, a non-binding vote on named executive officer compensation, and an amendment to the Certificate of Incorporation for officer exculpation (all board FOR recommendations); the board recommends AGAINST a stockholder proposal to reduce the special meeting threshold. The filing includes governance details, executive compensation disclosures (including pay versus performance and CEO pay ratio), director nominees, and audit committee report. No financial performance declines or flats noted in available content.
- ·Annual Meeting: June 17, 2026 at 3:00 p.m. Pacific Time, virtual at www.virtualshareholdermeeting.com/ADSK2026
- ·Record Date: April 22, 2026
- ·Fiscal Year 2026: February 1, 2025 to January 31, 2026
- ·Auditor ratification for fiscal year ending January 31, 2027
06-05-2026
Adient plc reported net income of $44 million for the three months ended March 31, 2026, swinging from a $313 million loss in the prior year period, with six-month net income at $43 million versus a $288 million loss. Operating cash flow for the six months improved sharply to $161 million from $64 million, and diluted EPS turned positive at $0.34 for the quarter and $0.06 for the six months. However, comprehensive loss attributable to Adient was $29 million for the quarter and $37 million for the six months, cash and equivalents declined to $831 million from $958 million at September 30, 2025, and shareholders' equity attributable to Adient decreased to $1,713 million from $1,766 million.
- ·Total assets increased to $9,032 million at March 31, 2026 from $8,954 million at September 30, 2025.
- ·Long-term debt slightly decreased to $2,379 million at March 31, 2026 from $2,386 million.
- ·Capital expenditures for six months ended March 31, 2026 were $138 million, up from $109 million prior year.
- ·Inventories rose to $735 million at March 31, 2026 from $695 million.
06-05-2026
Lyell Immunopharma reported a Q1 2026 net loss of $24,153 thousand, significantly improved from $52,195 thousand in Q1 2025, due to reduced R&D expenses ($36,604 thousand vs $43,447 thousand) and G&A expenses ($9,555 thousand vs $14,046 thousand), while revenue remained negligible at $2 thousand versus $7 thousand. Cash and cash equivalents rose to $90,770 thousand as of March 31, 2026 from $60,181 thousand at year-end 2025, supported by $51,722 thousand in net financing proceeds primarily from a securities purchase agreement and ATM offering. However, the company continued to incur substantial operating cash burn of $38,510 thousand during the quarter.
- ·Common shares outstanding increased to 23,328 thousand from 21,251 thousand QoQ, driven by 1,952 thousand shares from PIPE financing and 65 thousand from ATM.
- ·Stock-based compensation expense was $4,295 thousand in Q1 2026, down from $6,024 thousand in Q1 2025.
- ·Marketable securities decreased to $163,253 thousand as of March 31, 2026 from $187,039 thousand at December 31, 2025.
06-05-2026
H&R Block Inc filed an 8-K on 2026-05-06 under Item 2.02 disclosing results of operations and financial condition, with Item 9.01 providing financial statements and exhibits. No specific revenue, earnings, guidance, or other financial metrics are disclosed. This appears to be a standard voluntary earnings-related disclosure.
06-05-2026
Lyell Immunopharma, Inc. filed a Form 8-K on May 6, 2026 (AccNo: 0001628280-26-031269), disclosing Results of Operations and Financial Condition under Item 2.02 and Financial Statements and Exhibits under Item 9.01. No specific revenue, earnings, balance sheet details, period-over-period comparisons, or other quantitative financial metrics are disclosed in the provided filing information. This appears to be a standard voluntary earnings-related disclosure with attached exhibits.
06-05-2026
Fortinet, Inc. filed a Form 8-K on 2026-05-06 disclosing results of operations and financial condition under Item 2.02, with financial statements and exhibits attached under Item 9.01. No specific revenue, earnings, guidance, period-over-period comparisons, or quantitative financial metrics were detailed in the provided filing summary. This appears to be a standard earnings-related disclosure without additional operational or strategic details.
06-05-2026
Murphy Oil Corp reported Q1 2026 total revenues and other income of $733,552 thousand, up 10.1% YoY from $665,711 thousand, driven by higher crude oil and condensate revenue ($595,425 thousand vs $551,019 thousand) and natural gas revenue ($119,973 thousand vs $102,228 thousand). However, net income attributable to Murphy declined 27.5% YoY to $52,986 thousand from $73,036 thousand, impacted by elevated exploration expenses ($82,815 thousand vs $14,488 thousand), higher depreciation, depletion and amortization ($254,376 thousand vs $194,160 thousand), and increased interest expense. Cash provided by operating activities rose 6.8% to $321,184 thousand, while total assets grew to $10,035,634 thousand as of March 31, 2026 from $9,832,626 thousand at year-end 2025.
- ·Long-term debt increased to $1,548,147 thousand from $1,382,566 thousand QoQ.
- ·Exploration expenses surged to $82,815 thousand from $14,488 thousand YoY.
- ·Net cash required by investing activities was $410,519 thousand, including $387,838 thousand in property additions.
- ·Cash dividends per common share increased to $0.350 from $0.325 YoY.
- ·Accumulated other comprehensive loss worsened to $(576,572) thousand from $(554,227) thousand QoQ.
06-05-2026
Murphy Oil Corporation reported Q1 2026 net income attributable to Murphy of $53.0 million ($0.37 diluted per share) and adjusted net income of $46.5 million ($0.32 per share), with total net production of 174,200 BOEPD exceeding the high end of guidance due to strong Eagle Ford Shale performance and Gulf of America uptime. Adjusted EBITDA was $382.9 million, with capital expenditures of $465.0 million and free cash flow of $41.4 million; however, the company elected not to repurchase shares despite $550 million authorization remaining. Revenue increased 9% YoY to $732.4 million from $672.7 million.
- ·Q2 2026 total net production guidance (excl. NCI): 161,000 to 169,000 BOEPD; FY 2026: 167,000 to 175,000 BOEPD
- ·Q2 2026 CAPEX guidance (excl. NCI): $350-$430 million; FY 2026: $1,200-$1,300 million
- ·Eagle Ford Shale Q1 oil production: 28,500 BOPD (total 39,900 BOEPD); Tupper Montney: 200 BOPD (total 61,900 BOEPD); Kaybob Duvernay: 2,800 BOPD (total 4,400 BOEPD)
- ·Gulf of America Q1 oil production: 46,600 BOPD (total 58,800 BOEPD); Offshore Canada: 9,000 BOPD (total 9,000 BOEPD)
- ·Chinook #8 expected gross initial production: 15 MBOEPD in H2 2026
- ·Lease operating expense: $8.70/BOE
- ·$550 million remaining under share repurchase authorization
- ·Paid down $100 million of debt during quarter; fixed-rate notes weighted average maturity 8.9 years, coupon 6.2%
06-05-2026
Genco Shipping & Trading Limited reported Q1 2026 net income of $9.3 million ($0.21 per share), a turnaround from a $11.9 million net loss in Q1 2025, with voyage revenues up 60% to $114.4 million and fleet-wide TCE rising 63% YoY to $19,346 per day, driven by strong Capesize performance (+104% to nearly $27,000/day). The company declared a $0.35 per share dividend (133% YoY increase, 27th consecutive quarterly payout) and expects a $0.70 per share Q2 dividend; however, voyage expenses rose 33% to $36.3 million and vessel operating expenses increased 7% to $26.6 million. Fleet renewal included delivery of two Newcastlemax vessels, sale of two Supramaxes for $21.2 million (gains ~$2.1 million each), and agreement to acquire a Capesize for $65.0 million.
- ·Q2 2026 estimated TCE to date: $23,939 (66% of owned fleet days fixed); Newc/Cape $33,553 (67% fixed), Ultra/Supra $16,315 (65% fixed).
- ·Adjusted net income excludes $2.1M gain on vessel sale, $0.5M vessel impairment, $3.8M other operating expense, $0.2M unrealized fuel hedge gain.
- ·Q1 2026 daily vessel operating expenses: $6,805 per vessel per day (vs $6,592 in Q1 2025); Q2 budget $6,750.
- ·27th consecutive quarterly dividend; total dividends over past seven years to reach $340 million.
06-05-2026
H&R Block reported strong Q3 FY26 results with total revenues of $2,398.1 million, up 5.3% YoY from $2,277.1 million, and net income of $847.9 million, up 17.4% YoY from $722.3 million, driven by 6.0% growth in service revenues to $2,226.3 million; however, royalty, product and other revenues declined 3.3% YoY to $171.8 million, U.S. royalties fell 4.3%, Peace of Mind Extended Service Plan dropped 8.2%, and Emerald Card/Spruce declined 1.5%. For the nine months ended March 31, 2026, revenues rose 5.7% YoY to $2,800.5 million and net income surged 43.6% to $439.9 million, but stockholders' equity shifted to a deficiency of $24.4 million from a positive $88.9 million at June 30, 2025, reflecting heavy share repurchases and dividends.
- ·Net cash provided by operating activities for 9M FY26: $586.7 million, up from $429.3 million YoY.
- ·Capital expenditures for 9M FY26: $67.1 million vs. $71.8 million YoY.
- ·Share repurchases and retirements in 9M FY26 contributed to stockholders' equity turning negative.
- ·Cash and cash equivalents decreased to $867.0 million as of March 31, 2026 from $983.3 million at June 30, 2025.
06-05-2026
Genco Shipping & Trading Limited reported Q1 2026 voyage revenues of $114,429 thousand, up 60.6% YoY from $71,269 thousand, driving a turnaround to net income of $9,575 thousand and operating income of $13,312 thousand from prior-year losses of $11,962 thousand and $9,770 thousand, respectively. However, total operating expenses rose 24.8% to $101,117 thousand, with voyage expenses up 32.6%, charter hire expenses up 166.8%, and new impairment of $527 thousand alongside other operating expenses of $3,826 thousand; segment profits were $27,855 thousand for Major Bulk and $17,602 thousand for Minor Bulk. The company invested $133,846 thousand in vessels, funded partly by $134,287 thousand in revolver proceeds, increasing long-term debt to $318,879 thousand from $189,080 thousand at year-end, and declared a higher dividend of $0.50 per share ($22,247 thousand).
- ·Due from charterers increased by $5,989 thousand QoQ to $20,273 thousand, indicating slower collections.
- ·Vessels held for sale: $8,585 thousand as of March 31 2026.
- ·Nonvested stock amortization expense: $1,830 thousand in Q1 2026.
- ·Cash dividends paid: $22,598 thousand in Q1 2026 vs $13,433 thousand in Q1 2025.
- ·Net proceeds from sale of vessels: $10,934 thousand in Q1 2026.
06-05-2026
Acadia Pharmaceuticals reported first quarter 2026 total GAAP revenues of $268 million, up 10% YoY from $244 million, driven by strong 20% YoY growth in DAYBUE net sales to $101 million while NUPLAZID GAAP net sales increased 5% YoY to $167 million. However, selling, general and administrative expenses surged 35% to $171 million from $126 million, contributing to a net income decline to $4 million or $0.02 per share from $19 million or $0.11 per share YoY, with R&D expenses remaining relatively flat at $77 million. The company reaffirmed its full-year 2026 guidance and highlighted pipeline progress including the DAYBUE STIX launch and upcoming Phase 2 topline data.
- ·Phase 2 remlifanserin topline results expected August to October 2026.
- ·Trofinetide Japan trial topline results anticipated September to November 2026.
- ·2026 guidance: NUPLAZID net sales $760-790M; DAYBUE net sales $460-490M; R&D $385-410M; SG&A $660-700M.
- ·Cash, cash equivalents, and investments: $851M at March 31, 2026, up from $820M at December 31, 2025.
06-05-2026
Acadia Healthcare Company, Inc. held its annual stockholder meeting on May 6, 2026, where three Class III directors—Daniel J. Cancelmi (80,276,613 for), Michael J. Fucci (73,587,992 for, but 7,296,976 against), and Patrice A. Harris, M.D., M.A. (80,535,426 for)—were elected until 2029. Stockholders strongly approved the second amendment to the Amended and Restated Incentive Compensation Plan (80,102,444 for) and ratified Ernst & Young LLP as independent auditors for the fiscal year ending December 31, 2026 (83,941,435 for), while the advisory vote on Named Executive Officer compensation passed but with significant opposition (60,889,503 for vs. 19,942,924 against). All proposals passed, though support levels varied.
- ·Voting abstentions were minimal across proposals (e.g., 50,781 for Cancelmi, 49,513 for auditors).
- ·Definitive proxy statement filed with SEC on March 25, 2026 (File No. 001-35331).
- ·Exhibits include Second Amendment to Incentive Compensation Plan and the plan itself (incorporated by reference).
06-05-2026
Cadiz Inc. filed a DEFA14A Definitive Additional Materials proxy statement on May 06, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing was made by the registrant with no fee required. No specific proposals, financial data, or shareholder actions are detailed in the provided filing header.
06-05-2026
ACNB Corporation held its 2025 Annual Meeting of Shareholders on May 5, 2026, with 7,870,598 shares present out of 10,353,502 entitled to vote, approving all six proposals including election of four Class 3 Directors (each receiving 5.6-5.7 million For votes), non-binding approval of executive compensation, amendments to increase authorized common shares from 20,000,000 to 40,000,000 and authorize uncertificated shares, ratification of the Employee Stock Purchase Plan, and selection of Crowe LLP as auditors. Proposal 3 passed strongly with 6,586,214 For versus 1,224,120 Against and no broker non-votes. CEO James P. Helt and CFO Jason H. Weber presented slides attached as Exhibit 99.1.
- ·Proposal 1 votes - Kimberly S. Chaney: For 5,624,787; Against 484,812; Abstain 31,077
- ·Proposal 1 votes - Frank Elsner, III: For 5,698,356; Against 390,323; Abstain 51,997
- ·Proposal 1 votes - James P. Helt: For 5,706,078; Against 371,452; Abstain 63,146
- ·Proposal 1 votes - John M. Polli: For 5,729,393; Against 364,505; Abstain 46,778
- ·Proposal 2 (Exec Comp): For 5,759,093; Against 300,172; Abstain 81,411
- ·Proposal 3 (Increase Shares): For 6,586,214; Against 1,224,120; Abstain 69,386
- ·Proposal 4 (Uncertificated Shares): For 5,695,550; Against 362,506; Abstain 82,620
- ·Proposal 5 (ESPP): For 5,978,500; Against 115,628; Abstain 46,548
- ·Proposal 6 (Auditors): For 7,807,001; Against 47,897; Abstain 24,822
06-05-2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD filed Form 13F-HR on May 6, 2026, reporting $505590128 total value in 57 U.S.-listed securities as of March 31, 2026. Holdings are diversified across tech stocks like Amazon.com Inc ($20094931), Meta Platforms Inc ($19091406), and Nvidia Corporation ($14923217), as well as ETFs such as Invesco QQQ Trust ($50876685) and SPDR S&P 500 ETF ($40354889). The Israeli firm manages education funds using third-party portfolio managers and disclaims beneficial ownership of the securities.
- ·Holdings period end date: March 31, 2026
- ·Business address: 8 Sderot Sha'ul Hamelech St., Tel Aviv L3 64733
- ·Uses third-party portfolio management services for investment decisions
- ·Includes U.S.-purchased dual-listed securities per SEC informal guidance
- ·No economic interest or beneficial ownership admitted by filer
06-05-2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD, an Israeli manager of education funds, filed its 13F-HR disclosing $1,526,173,913 in total equity holdings across 55 positions as of March 31, 2026. Top holdings include SPDR S&P 500 ETF TR Unit ($160,413,961), Invesco QQQ Trust Series 1 ($159,172,392), Select Sector SPDR Trust - Financial ($70,909,736), Amazon.com Inc. ($59,503,572), and Meta Platforms Inc. Cl A ($56,342,790). The filing notes third-party management of investments and disclaims beneficial ownership, with holdings for the benefit of fund members.
- ·Holdings reported as of March 31, 2026; filed May 6, 2026
- ·Uses third-party portfolio management services for investment decisions
- ·Dual-listed U.S./Tel Aviv securities included only if purchased in U.S.
- ·Based in Tel Aviv, Israel
06-05-2026
The Federal Home Loan Bank of San Francisco reported total advances par value of $37,787 million at March 31, 2026, down 1.0% from $38,149 million at December 31, 2025, with declines in both adjustable-rate (6,400M vs 7,155M) and fixed-rate subtotals (23,634M vs 25,140M), though daily variable rate advances increased to 7,753M. Credit outstanding decreased slightly to $57,407 million from $58,441 million, while collateral borrowing capacity rose to $218,652 million from $212,425 million. Total investments stood at $31,761 million, and collateral unpaid principal balance grew to $284,860 million.
- ·Number of borrowers increased to 194 from 193 QoQ.
- ·First lien residential mortgage loans unpaid principal balance: $153,295M (Mar) vs $148,345M (Dec), borrowing capacity $104,966M vs $101,028M.
- ·Total securities carrying value: $20,847M, predominantly AA-rated U.S. Treasury ($6,508M) and GSE multifamily MBS ($12,961M).
- ·Derivatives total notional: $76,138M, net credit exposure to counterparties $558M.
- ·Filing date: May 06, 2026.
06-05-2026
Palladiem, LLC filed its quarterly 13F-HR report disclosing a portfolio of 166 holdings totaling $104.8 billion as of March 31, 2026. The portfolio is dominated by ETFs including the top position in State Street SPDR S&P 500 ETF at $9.6 billion, followed by other large ETF positions such as iShares Core U.S. Aggregate Bond ETF ($6.7 billion) and State Street SPDR MSCI EAFE Strategic Factors ETF ($6.9 billion). Notable equity holdings include Broadcom Inc ($0.52B), NVIDIA Corporation ($0.45B), Apple Inc ($0.42B), and Microsoft Corp ($0.41B).
- ·Filing date: May 06, 2026
- ·Report period end date: March 31, 2026
- ·Business address: 1 Town Place Suite 200, Bryn Mawr, PA 19010
- ·SEC file number: 028-16378
- ·CIK: 0001629271
06-05-2026
BNY Mellon Strategic Municipals, Inc. (LEO), also referred to as BNY Mellon Strategic Municipal Bond Fund, Inc., filed a DEFA14A Definitive Additional Proxy Materials on May 06, 2026. The filing contains primarily metadata, company details, and garbled image artifacts, with no specific proxy proposals, financial results, or shareholder actions detailed. No performance metrics, positive or negative, are present.
- ·Fiscal year end: September 30
- ·State of incorporation: MD
- ·SEC file number: 811-05245
- ·Former name change dates: 2018-10-30 (to BNY Mellon), 1992-07-03 (original Dreyfus)
06-05-2026
BNY Mellon Strategic Municipal Bond Fund, Inc. (DSM) filed Definitive Additional Proxy Materials (DEFA14A) on May 06, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing provides registrant details including CIK 0000855887, EIN 051287040, Maryland incorporation, and fiscal year end November 30, with address c/o BNY Mellon Investment Adviser, Inc. at 240 Greenwich Street, New York, NY 10286. No financial results, performance metrics, or operational updates are present in the extracted content.
- ·SEC File Number: 811-05877
- ·State of Incorporation: MD
- ·Fiscal Year End: November 30
- ·Former Name: Dreyfus Strategic Municipal Bond Fund, Inc. (name change date: 2018-10-30)
- ·Former Name: Dreyfus Strategic Municipal Bond Fund Inc (name change date: 1992-07-03)
06-05-2026
United Community Banks Inc. reported Q1 2026 net income of $84.3 million, up 18% YoY from $71.4 million, supported by net interest revenue growth of 10% to $232.8 million and a 30% reduction in provision for credit losses to $10.9 million. However, noninterest expenses increased 11% to $157.3 million, driven by a 20% rise in salaries and benefits, while comprehensive income fell to $80.5 million from $97.8 million due to $3.8 million in other comprehensive losses. Total assets grew slightly QoQ to $28.2 billion, with loans up 1% to $19.6 billion and deposits up 1% to $24.0 billion.
- ·Diluted EPS of $0.69 in Q1 2026, up from $0.58 in Q1 2025.
- ·Common stock dividends of $0.25 per share in Q1 2026 vs $0.24 in Q1 2025.
- ·Repurchased 1,090,402 shares of common stock for $37.4 million in Q1 2026.
- ·Net cash provided by operating activities $69.3 million in Q1 2026, down from $98.6 million in Q1 2025.
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