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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 22 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NPO ENPRO INC COM Industrials 25.0 $9K 0.00% NEW $376.92 -19.1%
422 VIS VANGUARD INDUSTRIALS ETF 26.0 $9K 0.00% NEW $360.38 -4.9%
423 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 64.0 $9K 0.00% NEW $146.41 -3.1%
424 EWJ ISHARES MSCI JAPAN ETF 100.0 $9K 0.00% NEW $93.27 +1.7%
425 ESI ELEMENT SOLUTIONS INC COM Basic Materials 194.0 $9K 0.00% NEW $47.75 -26.4%
426 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 27.0 $9K 0.00% NEW $342.81 -12.3%
427 TPL TEXAS PACIFIC LAND CORPORATION COM Energy 21.0 $9K 0.00% NEW $437.62 -14.7%
428 AER AERCAP HOLDINGS NV SHS Industrials 63.0 $9K 0.00% NEW $145.78 +1.6%
429 PSMT PRICESMART INC COM Consumer Defensive 47.0 $9K 0.00% NEW $195.34 -10.4%
430 DY DYCOM INDS INC COM Industrials 18.0 $9K 0.00% NEW $505.61 -24.4%
431 BDX BECTON DICKINSON & CO COM Healthcare 60.0 $9K 0.00% NEW $151.33 +26.0%
432 NET CLOUDFLARE INC CL A COM Technology 37.0 $9K 0.00% NEW $245.27 +15.1%
433 SPXC SPX TECHNOLOGIES INC COM Industrials 37.0 $9K 0.00% NEW $245.16 -17.7%
434 PHM PULTE GROUP INC COM Consumer Cyclical 66.0 $9K 0.00% NEW $137.21 -5.3%
435 AFL AFLAC INC COM Financial Services 77.0 $9K 0.00% NEW $117.25 +0.7%
436 ING ING GROEP N.V. SPONSORED ADR Financial Services 287.0 $9K 0.00% NEW $31.38 +11.6%
437 RS RELIANCE INC COM Basic Materials 24.0 $9K 0.00% NEW $373.58 +2.0%
438 WFRD WEATHERFORD INTL PLC ORD SHS Energy 110.0 $9K 0.00% NEW $81.50 +8.9%
439 USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 174.0 $9K 0.00% NEW $51.29 -1.9%
440 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 25.0 $9K 0.00% NEW $350.08 -11.0%
Page 22 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%