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Portfolio (Quarterly) Guide ↗

High Note Wealth, LLC

· CIK 0001807283
13F Portfolio $586M AUM 960 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 959 New
Page 11 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SGU STAR GROUP LP UNIT LTD PARTNR Energy 3,845.0 $49K 0.01% NEW $12.84 -2.0%
202 IBB ISHARES BIOTECHNOLOGY ETF 257.0 $49K 0.01% NEW $190.19 +12.3%
203 SNDK SANDISK CORP COM Technology 21.0 $48K 0.01% NEW $2273.71 -29.8%
204 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 95.0 $47K 0.01% NEW $496.73 +10.3%
205 SO SOUTHERN CO COM Utilities 490.0 $47K 0.01% NEW $95.71 -7.1%
206 C CITIGROUP INC COM NEW Financial Services 333.0 $47K 0.01% NEW $139.96 -5.9%
207 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 283.0 $46K 0.01% NEW $164.27 +2.3%
208 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 551.0 $46K 0.01% NEW $82.84 -1.5%
209 AZN ASTRAZENECA PLC ORD Healthcare 239.0 $45K 0.01% NEW $189.62 -12.5%
210 MRK MERCK & CO INC COM Healthcare 350.0 $45K 0.01% NEW $128.50 +18.7%
211 BUNGE GLOBAL SA COM SHS 416.0 $44K 0.01% NEW $106.73
212 GE GE AEROSPACE COM NEW Industrials 117.0 $44K 0.01% NEW $373.73 -6.8%
213 PEP PEPSICO INC COM Consumer Defensive 322.0 $44K 0.01% NEW $135.40 +6.0%
214 MS MORGAN STANLEY COM NEW Financial Services 205.0 $43K 0.01% NEW $209.04 +2.5%
215 CMCO COLUMBUS MCKINNON CORP N Y COM Industrials 2,819.0 $43K 0.01% NEW $15.13 +16.5%
216 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 374.0 $41K 0.01% NEW $109.77 -0.4%
217 CCEP COCA-COLA EUROPACIFIC PARTNERS SHS Consumer Defensive 406.0 $41K 0.01% NEW $100.07 +7.9%
218 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 126.0 $40K 0.01% NEW $317.53 -8.0%
219 SYK STRYKER CORPORATION COM Healthcare 126.0 $40K 0.01% NEW $314.84 +4.6%
220 PLD PROLOGIS INC. COM Real Estate 290.0 $39K 0.01% NEW $135.47 +4.7%
Page 11 of 48  ·  959 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.2%
Financial Services 17.2%
Communication Services 12.9%
Consumer Cyclical 11.3%
Industrials 7.8%
Healthcare 6.9%
Consumer Defensive 4.9%
Basic Materials 0.6%
Energy 0.6%
Utilities 0.4%