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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 32 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 AVTR AVANTOR INC COM Healthcare 482.0 $5K 0.00% NEW $9.90 +44.0%
622 METALLUS INC COM 254.0 $5K 0.00% NEW $18.69
623 COHR COHERENT CORP COM Technology 12.0 $5K 0.00% NEW $394.50 -30.2%
624 FUL FULLER H B CO COM Basic Materials 81.0 $5K 0.00% NEW $58.28 -0.5%
625 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 80.0 $5K 0.00% NEW $58.92 -5.1%
626 MSA MSA SAFETY INC COM Industrials 27.0 $5K 0.00% NEW $174.59 +8.2%
627 CATY CATHAY GEN BANCORP COM Financial Services 76.0 $5K 0.00% NEW $61.99 +0.6%
628 HIW HIGHWOODS PPTYS INC COM Real Estate 155.0 $5K 0.00% NEW $30.16 +5.3%
629 JBL JABIL INC COM Technology 12.0 $5K 0.00% NEW $385.50 -20.9%
630 ADC AGREE RLTY CORP COM Real Estate 61.0 $5K 0.00% NEW $75.74 -1.5%
631 PRI PRIMERICA INC COM Financial Services 16.0 $5K 0.00% NEW $284.19 +5.6%
632 CART MAPLEBEAR INC COM Consumer Cyclical 96.0 $5K 0.00% NEW $47.35 +9.3%
633 ALV AUTOLIV INC COM Consumer Cyclical 39.0 $5K 0.00% NEW $116.18 +6.0%
634 IDCC INTERDIGITAL INC COM Technology 16.0 $5K 0.00% NEW $283.12 +20.5%
635 LNC LINCOLN NATL CORP IND COM Financial Services 128.0 $5K 0.00% NEW $35.35 +19.9%
636 SCHB SCHWAB U.S. BROAD MARKET ETF 156.0 $5K 0.00% NEW $28.96 +1.9%
637 HRB BLOCK H & R INC COM Consumer Cyclical 118.0 $4K 0.00% NEW $38.08 +41.0%
638 MSCI MSCI INC COM Financial Services 8.0 $4K 0.00% NEW $560.00 +2.0%
639 EPRT ESSENTIAL PPTYS RLTY TR INC COM Real Estate 150.0 $4K 0.00% NEW $29.85 +3.8%
640 VC VISTEON CORP COM NEW Consumer Cyclical 45.0 $4K 0.00% NEW $99.20 +2.7%
Page 32 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%