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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 18 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CIEN CIENA CORP COM NEW Technology 29.0 $14K 0.00% NEW $490.55 -23.2%
342 ABNB AIRBNB INC COM CL A Consumer Cyclical 99.0 $14K 0.00% NEW $143.10 +33.0%
343 CAGE CALAMOS AUTOCALLABLE GROWTH ETF 510.0 $14K 0.00% NEW $27.71 +3.0%
344 CB CHUBB LIMITED COM Financial Services 41.0 $14K 0.00% NEW $340.73 +1.2%
345 STT STATE STR CORP COM Financial Services 81.0 $14K 0.00% NEW $169.60 +11.9%
346 LITE LUMENTUM HLDGS INC COM Technology 16.0 $14K 0.00% NEW $858.06 -2.8%
347 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 179.0 $14K 0.00% NEW $76.40 +2.1%
348 KEY KEYCORP COM Financial Services 587.0 $14K 0.00% NEW $23.05 -5.3%
349 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 34.0 $14K 0.00% NEW $397.68 -5.4%
350 SYY SYSCO CORP COM Consumer Defensive 161.0 $13K 0.00% NEW $83.58 +0.7%
351 STRL STERLING INFRASTRUCTURE INC COM Industrials 16.0 $13K 0.00% NEW $839.38 -41.6%
352 CL COLGATE PALMOLIVE CO COM Consumer Defensive 146.0 $13K 0.00% NEW $91.68 -0.1%
353 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 139.0 $13K 0.00% NEW $96.12 -49.2%
354 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 35.0 $13K 0.00% NEW $370.60 -3.5%
355 CG CARLYLE GROUP INC COM Financial Services 308.0 $13K 0.00% NEW $42.11 +16.1%
356 CTAS CINTAS CORP COM Industrials 76.0 $13K 0.00% NEW $170.08 +21.5%
357 FAST FASTENAL CO COM Industrials 269.0 $13K 0.00% NEW $48.03 +6.7%
358 L LOEWS CORP COM Financial Services 114.0 $13K 0.00% NEW $113.21 -1.5%
359 SHEL SHELL PLC SPON ADS Energy 166.0 $13K 0.00% NEW $77.54 +19.8%
360 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 215.0 $13K 0.00% NEW $59.00 -1.1%
Page 18 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%