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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 12 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 JEF JEFFERIES FINANCIAL GROUP INC COM Financial Services 770.0 $38K 0.01% NEW $49.98 +5.0%
222 STM STMICROELECTRONICS N V NY REGISTRY Technology 500.0 $37K 0.01% NEW $74.89 -34.1%
223 KR KROGER CO COM Consumer Defensive 674.0 $37K 0.01% NEW $55.53 +6.1%
224 HSY HERSHEY CO COM Consumer Defensive 210.0 $37K 0.01% NEW $175.45 +8.3%
225 WELL WELLTOWER INC COM Real Estate 162.0 $37K 0.01% NEW $226.97 +6.2%
226 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 163.0 $37K 0.01% NEW $223.95 +26.6%
227 WMB WILLIAMS COS INC COM Energy 484.0 $36K 0.01% NEW $74.34 -5.8%
228 TOST TOAST INC CL A Technology 1,277.0 $36K 0.01% NEW $27.82 +32.1%
229 NEE NEXTERA ENERGY INC COM Utilities 402.0 $35K 0.01% NEW $87.77 -4.8%
230 GM GENERAL MTRS CO COM Consumer Cyclical 456.0 $35K 0.01% NEW $77.08 +12.8%
231 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 437.0 $35K 0.01% NEW $80.38 +19.9%
232 COF CAPITAL ONE FINL CORP COM Financial Services 174.0 $35K 0.01% NEW $200.62 +10.1%
233 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 112.0 $33K 0.01% NEW $291.41 -9.6%
234 CMCSA COMCAST CORP NEW CL A Communication Services 1,298.0 $32K 0.01% NEW $24.55 +10.2%
235 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 372.0 $31K 0.01% NEW $82.65 -1.8%
236 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 792.0 $31K 0.01% NEW $38.73 +58.8%
237 ISHARES IBONDS DEC 2030 TERM TREASURY ETF 1,508.0 $29K 0.01% NEW $19.54
238 ABT ABBOTT LABORATORIES COM Healthcare 324.0 $29K 0.01% NEW $90.74 +28.9%
239 AMT AMERICAN TOWER CORP COM Real Estate 176.0 $29K 0.01% NEW $163.57 +8.6%
240 CDNS CADENCE DESIGN SYSTEM INC COM Technology 75.0 $28K 0.01% NEW $375.32 -16.8%
Page 12 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%