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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 27 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ANNALY CAPITAL MANAGEMENT INC COM NEW 282.0 $6K 0.00% NEW $22.36
522 RHI ROBERT HALF INC. COM Industrials 205.0 $6K 0.00% NEW $30.70 +47.0%
523 WPC WP CAREY INC COM Real Estate 88.0 $6K 0.00% NEW $71.50 +0.1%
524 CMC COMMERCIAL METALS CO COM Basic Materials 100.0 $6K 0.00% NEW $62.75 +3.4%
525 ON ON SEMICONDUCTOR CORP COM Technology 66.0 $6K 0.00% NEW $94.55 -23.9%
526 TXRH TEXAS ROADHOUSE INC COM Consumer Cyclical 32.0 $6K 0.00% NEW $193.22 +6.2%
527 PARR PAR PAC HOLDINGS INC COM NEW Energy 110.0 $6K 0.00% NEW $56.08 +32.5%
528 NXT NEXTPOWER INC CLASS A COM Technology 51.0 $6K 0.00% NEW $119.14 -28.9%
529 CBOE CBOE GLOBAL MKTS INC COM Financial Services 25.0 $6K 0.00% NEW $242.68 +27.0%
530 FHN FIRST HORIZON CORPORATION COM Financial Services 236.0 $6K 0.00% NEW $25.64 -4.3%
531 INDB INDEPENDENT BK CORP MASS COM Financial Services 72.0 $6K 0.00% NEW $83.72 -0.3%
532 KBWB INVESCO KBW BANK ETF 64.0 $6K 0.00% NEW $92.98 +3.4%
533 BIDU BAIDU INC SPON ADR REP A Communication Services 52.0 $6K 0.00% NEW $114.29 -19.3%
534 TRMK TRUSTMARK CORP COM Financial Services 129.0 $6K 0.00% NEW $46.01 +1.0%
535 LAMR LAMAR ADVERTISING CO CL A Real Estate 38.0 $6K 0.00% NEW $155.97 -2.1%
536 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 222.0 $6K 0.00% NEW $26.66 +7.6%
537 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 124.0 $6K 0.00% NEW $47.68 -2.3%
538 FBP FIRST BANCORP CORPORATION COM NEW Financial Services 225.0 $6K 0.00% NEW $26.07 +8.3%
539 VDC VANGUARD CONSUMER STAPLES ETF 26.0 $6K 0.00% NEW $225.50 +4.5%
540 PCTY PAYLOCITY HLDG CORP COM Technology 56.0 $6K 0.00% NEW $104.54 +45.8%
Page 27 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%