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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 42 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 SBRA SABRA HEALTH CARE REIT INC COM Real Estate 101.0 $2K NEW $19.51 +4.5%
822 HCA HCA HEALTHCARE INC COM Healthcare 5.0 $2K NEW $389.80 +10.1%
823 WOR WORTHINGTON ENTERPRISES INC COM Industrials 36.0 $2K NEW $53.75 +5.8%
824 ALAB ASTERA LABS INC COM Technology 4.0 $2K NEW $483.00 -41.0%
825 XME STATE STREET SPDR S&P METALS & MINING ETF 18.0 $2K NEW $106.94 +11.6%
826 HASI HA SUSTAINABLE INFRA CAP INC COM Financial Services 49.0 $2K NEW $39.04 +1.1%
827 ADUS ADDUS HOMECARE CORP COM Healthcare 19.0 $2K NEW $100.47 +20.2%
828 CLX CLOROX CO DEL COM Consumer Defensive 20.0 $2K NEW $95.45 +11.8%
829 DOC HEALTHPEAK PROPERTIES INC COM Real Estate 89.0 $2K NEW $21.40 -0.0%
830 EL LAUDER ESTEE COS INC CL A Consumer Defensive 24.0 $2K NEW $78.96 +29.1%
831 UHT UNIVERSAL HEALTH RLTY INCOME SH BEN INT Real Estate 43.0 $2K NEW $43.86 -6.0%
832 ALC ALCON AG ORD SHS Healthcare 28.0 $2K NEW $67.11 +9.7%
833 PRVA PRIVIA HEALTH GROUP INC COM Healthcare 73.0 $2K NEW $25.73 -17.9%
834 SAFT SAFETY INS GROUP INC COM Financial Services 25.0 $2K NEW $74.88 +38.3%
835 TIP ISHARES TIPS BOND ETF 17.0 $2K NEW $109.41 -2.1%
836 TECHNIPFMC PLC COM 28.0 $2K NEW $66.29
837 ENOV ENOVIS CORPORATION COM Industrials 89.0 $2K NEW $20.70 +25.9%
838 RWL INVESCO S&P 500 REVENUE ETF 14.0 $2K NEW $131.50 +1.8%
839 UDR UDR INC COM Real Estate 46.0 $2K NEW $39.91 -5.4%
840 CENTA CENTRAL GARDEN & PET CO CL A NON-VTG Consumer Defensive 47.0 $2K NEW $38.77 -0.9%
Page 42 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%