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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 21 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 193.0 $10K 0.00% NEW $52.34 -0.6%
402 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 123.0 $10K 0.00% NEW $82.11 -0.1%
403 DHI D R HORTON INC COM Consumer Cyclical 62.0 $10K 0.00% NEW $162.89 -8.5%
404 NDAQ NASDAQ INC COM Financial Services 128.0 $10K 0.00% NEW $78.82 +25.2%
405 CYTK CYTOKINETICS INC COM NEW Healthcare 118.0 $10K 0.00% NEW $85.19 -9.1%
406 FORTINET INC COM 65.0 $10K 0.00% NEW $153.62
407 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 99.0 $10K 0.00% NEW $100.67 -0.0%
408 OTIS OTIS WORLDWIDE CORP COM Industrials 139.0 $10K 0.00% NEW $71.60 +0.4%
409 HUBB HUBBELL INC COM Industrials 19.0 $10K 0.00% NEW $523.21 -10.3%
410 BP BP PLC SPONSORED ADR Energy 268.0 $10K 0.00% NEW $36.95 +18.5%
411 EXR EXTRA SPACE STORAGE INC COM Real Estate 68.0 $10K 0.00% NEW $145.29 +0.8%
412 BLOCK INC CL A 130.0 $10K 0.00% NEW $76.00
413 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 71.0 $10K 0.00% NEW $139.08 -1.2%
414 QXO QXO INC COM NEW Industrials 570.0 $10K 0.00% NEW $17.28 -22.2%
415 PH PARKER-HANNIFIN CORP COM Industrials 10.0 $10K 0.00% NEW $978.10 +3.6%
416 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 113.0 $10K 0.00% NEW $86.09 +17.1%
417 SITM SITIME CORP COM Technology 13.0 $10K 0.00% NEW $745.54 -21.5%
418 XYL XYLEM INC COM Industrials 81.0 $10K 0.00% NEW $118.21 -3.6%
419 ENTG ENTEGRIS INC COM Technology 53.0 $10K 0.00% NEW $179.87 -22.8%
420 PSX PHILLIPS 66 COM Energy 56.0 $9K 0.00% NEW $169.05 +43.1%
Page 21 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%