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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 28 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 LECO LINCOLN ELEC HLDGS INC COM Industrials 22.0 $6K 0.00% NEW $265.50 +6.3%
542 ACGL ARCH CAP GROUP LTD ORD Financial Services 60.0 $6K 0.00% NEW $97.07 +4.2%
543 IDXX IDEXX LABS INC COM Healthcare 11.0 $6K 0.00% NEW $526.45 +6.3%
544 PINS PINTEREST INC CL A Communication Services 275.0 $6K 0.00% NEW $21.03 +11.6%
545 ROCQ JPMORGAN NASDAQ EQUITY PREMIUM YIELD ETF 100.0 $6K 0.00% NEW $57.66 -5.1%
546 CHH CHOICE HOTELS INTL INC COM Consumer Cyclical 52.0 $6K 0.00% NEW $110.27 +0.8%
547 EIX EDISON INTL COM Utilities 77.0 $6K 0.00% NEW $74.45 -0.7%
548 CORE LABORATORIES INC COM 492.0 $6K 0.00% NEW $11.65
549 KGS KODIAK GAS SVCS INC COM Energy 76.0 $6K 0.00% NEW $75.13 -21.2%
550 RNR RENAISSANCERE HLDGS LTD COM Financial Services 18.0 $6K 0.00% NEW $316.89 +4.0%
551 NEM NEWMONT CORP COM Basic Materials 61.0 $6K 0.00% NEW $93.39 +41.2%
552 LSCC LATTICE SEMICONDUCTOR CORP COM Technology 37.0 $6K 0.00% NEW $152.97 -25.4%
553 PAYC PAYCOM SOFTWARE INC COM Technology 45.0 $6K 0.00% NEW $125.69 +82.7%
554 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 26.0 $6K 0.00% NEW $216.62 -7.0%
555 TRGP TARGA RES CORP COM Energy 21.0 $6K 0.00% NEW $268.14 +9.7%
556 BRO BROWN & BROWN INC COM Financial Services 87.0 $6K 0.00% NEW $64.15 +16.3%
557 JLL JONES LANG LASALLE INC COM Real Estate 18.0 $6K 0.00% NEW $309.94 +24.9%
558 GATES INDL CORP LTD COM SHS 199.0 $6K 0.00% NEW $27.97
559 ES EVERSOURCE ENERGY COM Utilities 77.0 $6K 0.00% NEW $72.27 -1.4%
560 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 70.0 $6K 0.00% NEW $79.41 +15.9%
Page 28 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%