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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 19 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 LNG CHENIERE ENERGY INC COM NEW Energy 52.0 $12K 0.00% NEW $239.02 +17.5%
362 SRE SEMPRA COM Utilities 134.0 $12K 0.00% NEW $92.71 -8.8%
363 AEIS ADVANCED ENERGY INDS COM Industrials 33.0 $12K 0.00% NEW $372.88 -26.3%
364 NSC NORFOLK SOUTHN CORP COM Industrials 39.0 $12K 0.00% NEW $314.59 +12.2%
365 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 37.0 $12K 0.00% NEW $330.46 -0.1%
366 RELY REMITLY GLOBAL INC COM Technology 537.0 $12K 0.00% NEW $22.41 +18.7%
367 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 355.0 $12K 0.00% NEW $33.83 +4.0%
368 T AT&T INC COM Communication Services 578.0 $12K 0.00% NEW $20.70 +24.1%
369 PAYX PAYCHEX INC COM Industrials 120.0 $12K 0.00% NEW $98.33 +28.1%
370 CRH PLC ORD 110.0 $12K 0.00% NEW $107.00
371 VRT VERTIV HOLDINGS CO COM CL A Industrials 35.0 $12K 0.00% NEW $334.83 -23.9%
372 CEREBRAS SYSTEMS INC COM CL A 53.0 $12K 0.00% NEW $221.00
373 UAL UNITED AIRLS HLDGS INC COM Industrials 86.0 $12K 0.00% NEW $135.99 -16.5%
374 EME EMCOR GROUP INC COM Industrials 14.0 $12K 0.00% NEW $829.86 -7.8%
375 APOS APOLLO GLOBAL MGMT INC COM 98.0 $12K 0.00% NEW $118.31
376 EEM ISHARES MSCI EMERGING MARKETS ETF 168.0 $11K 0.00% NEW $68.41 -3.4%
377 SNOW SNOWFLAKE INC COM SHS Technology 45.0 $11K 0.00% NEW $254.51 +26.8%
378 IWD ISHARES RUSSELL 1000 VALUE ETF 47.0 $11K 0.00% NEW $242.43 +6.6%
379 MCO MOODYS CORP COM Financial Services 25.0 $11K 0.00% NEW $452.92 +12.9%
380 FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 296.0 $11K 0.00% NEW $38.06 -1.4%
Page 19 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%