BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 33 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 STAG STAG INDUSTRIAL INC COM Real Estate 117.0 $4K 0.00% NEW $38.06 -3.5%
642 VERSIGENT PLC ORDINARY SHARES 106.0 $4K 0.00% NEW $42.01
643 MAA MID-AMER APT CMNTYS INC COM Real Estate 32.0 $4K 0.00% NEW $138.94 -4.7%
644 OKE ONEOK INC NEW COM Energy 51.0 $4K 0.00% NEW $86.94 +8.0%
645 FBRT FRANKLIN BSP RLTY TR INC COMMON STOCK Real Estate 537.0 $4K 0.00% NEW $8.14 +3.1%
646 LAD LITHIA MTRS INC COM Consumer Cyclical 15.0 $4K 0.00% NEW $290.47 +27.7%
647 LCII LCI INDS COM Consumer Cyclical 41.0 $4K 0.00% NEW $105.88 -2.5%
648 STWD STARWOOD PPTY TR INC COM Real Estate 265.0 $4K 0.00% NEW $16.38 -0.9%
649 SYF SYNCHRONY FINANCIAL COM Financial Services 57.0 $4K 0.00% NEW $76.05 +4.7%
650 IRT INDEPENDENCE RLTY TR INC COM Real Estate 259.0 $4K 0.00% NEW $16.69 +0.1%
651 JOE ST JOE CO COM Real Estate 69.0 $4K 0.00% NEW $62.62 +10.6%
652 VRSK VERISK ANALYTICS INC COM Industrials 24.0 $4K 0.00% NEW $179.54 +6.0%
653 DTE DTE ENERGY CO COM Utilities 28.0 $4K 0.00% NEW $152.36 -11.0%
654 GXO GXO LOGISTICS INCORPORATED COMMON STOCK Industrials 84.0 $4K 0.00% NEW $50.70 -8.6%
655 BLD TOPBUILD COR COM Industrials 12.0 $4K 0.00% NEW $354.50 +0.0%
656 MC MOELIS & CO CL A Financial Services 65.0 $4K 0.00% NEW $65.42 +3.8%
657 TPR TAPESTRY INC COM Consumer Cyclical 29.0 $4K 0.00% NEW $146.38 -9.5%
658 WMS ADVANCED DRAIN SYS INC DEL COM Industrials 27.0 $4K 0.00% NEW $156.96 -10.7%
659 FIS FIDELITY NATL INFORMATION SVCS COM Technology 109.0 $4K 0.00% NEW $38.88 +6.9%
660 DLTR DOLLAR TREE INC COM Consumer Defensive 35.0 $4K 0.00% NEW $120.94 +11.6%
Page 33 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%