S&P 500 Energy Sector SEC Filings — April 13, 2026

13-04-2026

Whalen Wealth Management Inc. filed its 13F-HR on April 13, 2026, reporting equity holdings as of March 31, 2026, totaling exactly $186656005 across 174 positions, all managed with sole voting and investment discretion. The portfolio is diversified with significant allocations to ETFs such as iShares 0-1 Year Treasury Bond ETF ($9437366) and technology stocks including NVIDIA Corporation ($8269176), Apple Inc. ($6191377), and Microsoft Corp. ($4756527). No period-over-period comparisons or performance metrics are provided in this snapshot filing.

• ·All 174 positions held as SH SOLE (sole voting and dispositive power)
• ·Business address: 7160 Rafael Rivera Way, Suite 220, Las Vegas, NV 89113
• ·Contact phone: 702-878-3900

13-04-2026

Marathon Petroleum Corporation entered into a Revolving Credit Agreement dated April 7, 2026, with aggregate commitments of $5,000,000,000. JPMorgan Chase Bank, N.A. acts as Administrative Agent, with multiple banks including Wells Fargo Securities, LLC, Barclays Bank PLC, and others serving as Joint Lead Arrangers and Joint Bookrunners. The agreement includes standard covenants, such as a maximum Consolidated Net Debt to Total Capitalization Ratio, and pricing based on credit ratings with no reported issues or declines.

• ·Alternate Base Rate floor of 1.00% per annum.
• ·Applicable Rates tiered by credit ratings from S&P, Moody’s, and Fitch, ranging from Level I (ABR Spread 0.000%, Term SOFR Spread 1.000%, Commitment Fee 0.100%) to Level V (ABR Spread 0.750%, Term SOFR Spread 1.750%, Commitment Fee 0.250%).
• ·Agreement filed as Exhibit 10.1 in 8-K on April 13, 2026.

13-04-2026

Southern Copper Corporation announced the unexpected passing of its President, Chief Executive Officer, and Board member, Mr. Oscar Gonzalez Rocha, on April 7, 2026. The Board of Directors plans to appoint a successor or interim CEO in the near future. The announcement was filed on April 13, 2026, and signed by General Counsel Andres Carlos Ferrero.

• ·Registrant incorporated in Delaware, Commission File Number 1-14066, IRS EIN 13-3849074
• ·Principal executive offices: 1440 E. Missouri Ave., Suite 160, Phoenix, AZ 85014
• ·Common stock trades on New York Stock Exchange (SCCO) and Lima Stock Exchange

13-04-2026

Chesley Taft & Associates LLC filed its 13F-HR report on April 13, 2026, for the period ended March 31, 2026, disclosing total holdings valued at $2392133977 across 621 positions. Notable holdings include Apple Inc. COM at $68487876, Broadcom Inc. COM at $63244345, and Alphabet Inc. CAP STK CL A at $28052341, with positions categorized as sole or other managed accounts. This filing provides a snapshot of holdings with no period-over-period comparisons or performance metrics available.

• ·Filing CIK: 0001164632
• ·SEC File Number: 028-10082
• ·Business address: 135 S. Lasalle Street, Suite 2900, Chicago, IL 60603
• ·Positions include both SOLE and OTR managed accounts

13-04-2026

Global X Japan Co., Ltd., based in Tokyo, filed a 13F-HR report on April 13, 2026, disclosing its U.S. equity holdings as of March 31, 2026, totaling $1,945,520,170 across 378 positions, all with sole voting power. Top holdings include its own Global X Nasdaq 100 Covered Call ETF ($270,544,183), Global X 1-3 Month T-Bill ETF ($122,601,181), Apple Inc. ($82,475,913), and Broadcom Inc. ($80,836,893). No changes from prior periods or performance metrics were detailed in the filing.

• ·Filing CIK: 0002027450
• ·Report period end: 03-31-2026
• ·All holdings reported with sole investment discretion and sole voting power (no shared or none)

13-04-2026

MKD Wealth Coaches, LLC filed its Form 13F-HR on April 13, 2026, reporting holdings in 28 securities as of March 31, 2026, consisting entirely of sole discretionary positions in stocks and ETFs with no shared voting or discretion. The portfolio features a heavy allocation to iShares ETFs, including the largest position of 248,765 shares in iShares Core S&P MCP ETF, 95,835 shares in Litman Gregory Fds Trimgp DBI Managed, and 84,945 shares in iShares Core S&P 500 ETF. Notable individual stock holdings include 13,700 shares of Ford Motor Co., 12,000 shares of GameSquare Holdings Inc., 6,554 shares of Dell Technologies Inc., 2,304 shares of Amazon.com Inc., 1,424 shares of Alphabet Inc Class A, and 1,095 shares of Apple Inc.; no performance metrics, changes, or market values are disclosed in this quarterly snapshot.

13-04-2026

John W. Brooker & Co., CPAs, a California-based investment advisor, filed its 13F-HR on April 13, 2026, disclosing holdings as of March 31, 2026, with a total portfolio value of $63,457,137 across 66 positions, all held with sole voting authority. Notable holdings include Vanguard S&P 500 ETF ($4,768,449, 7,980 shares), Schwab Strategic TR US Dividend Equity ETF ($3,078,361, 100,338 shares), and individual stocks such as Tesla Inc. ($788,062, 2,120 shares) and Apple Inc. ($589,418, 2,322 shares). No prior period comparisons or changes in holdings are provided in the filing.

• ·All 66 positions held with sole voting authority (SH SOLE); no shared, none, or other voting reported.
• ·Largest individual stock positions: Tesla (2,120 shares), NVIDIA (2,211 shares), Apple (2,322 shares).
• ·Firm's business address: 7677 Oakport Street, Suite 300, Oakland, CA 94621.