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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 25 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 A AGILENT TECHNOLOGIES INC COM Healthcare 54.0 $7K 0.00% NEW $132.83 +16.4%
482 MLI MUELLER INDS INC COM Industrials 58.0 $7K 0.00% NEW $122.93 -48.4%
483 SMTC SEMTECH CORP COM Technology 44.0 $7K 0.00% NEW $161.84 -22.0%
484 FSS FEDERAL SIGNAL CORP COM Industrials 55.0 $7K 0.00% NEW $128.49 -7.2%
485 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 17.0 $7K 0.00% NEW $415.29 +16.9%
486 SXT SENSIENT TECHNOLOGIES CORP COM Basic Materials 57.0 $7K 0.00% NEW $123.30 +9.9%
487 AMH AMERICAN HOMES 4 RENT CL A Real Estate 209.0 $7K 0.00% NEW $33.52 +2.9%
488 EOG EOG RES INC COM Energy 54.0 $7K 0.00% NEW $129.72 +13.9%
489 LYV LIVE NATION ENTERTAINMENT INC COM Communication Services 38.0 $7K 0.00% NEW $183.11 +1.1%
490 GEN GEN DIGITAL INC COM Technology 278.0 $7K 0.00% NEW $24.89 +14.6%
491 CRCL CIRCLE INTERNET GROUP INC COM CL A Financial Services 110.0 $7K 0.00% NEW $62.63 +45.2%
492 CBSH COMMERCE BANCSHARES INC COM Financial Services 118.0 $7K 0.00% NEW $57.75 +0.7%
493 NVR NVR INC COM Consumer Cyclical 1.0 $7K 0.00% NEW $6813.00 -6.7%
494 VTRS VIATRIS INC COM Healthcare 429.0 $7K 0.00% NEW $15.88 +5.0%
495 FN FABRINET SHS Technology 12.0 $7K 0.00% NEW $562.08 -23.8%
496 EQH EQUITABLE HLDGS INC COM Financial Services 153.0 $7K 0.00% NEW $43.88 +11.3%
497 PTCT PTC THERAPEUTICS INC COM Healthcare 82.0 $7K 0.00% NEW $81.57 -11.2%
498 FISV FISERV INC COM Technology 136.0 $7K 0.00% NEW $49.05 +7.5%
499 WBS WEBSTER FINL CORP COM Financial Services 87.0 $7K 0.00% NEW $76.43 +1.5%
500 CTRE CARETRUST REIT INC COM Real Estate 164.0 $7K 0.00% NEW $40.35 -1.2%
Page 25 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%