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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 37 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 COLB COLUMBIA BKG SYS INC COM Financial Services 101.0 $3K 0.00% NEW $32.05 -4.4%
722 CBRE CBRE GROUP INC CL A Real Estate 24.0 $3K 0.00% NEW $134.71 +12.8%
723 BIO BIO RAD LABS INC CL A Healthcare 11.0 $3K 0.00% NEW $293.64 +30.0%
724 IFRA ISHARES U.S. INFRASTRUCTURE ETF 51.0 $3K 0.00% NEW $63.04 -5.3%
725 HUM HUMANA INC COM Healthcare 8.0 $3K 0.00% NEW $397.25 -2.7%
726 ZTS ZOETIS INC CL A Healthcare 44.0 $3K 0.00% NEW $71.86 +7.4%
727 WTS WATTS WATER TECHNOLOGIES INC CL A Industrials 8.0 $3K 0.00% NEW $391.50 -4.8%
728 FLO FLOWERS FOODS INC COM Consumer Defensive 396.0 $3K 0.00% NEW $7.90 -7.8%
729 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 91.0 $3K 0.00% NEW $34.00 +11.9%
730 CAH CARDINAL HEALTH INC COM Healthcare 13.0 $3K 0.00% NEW $237.54 -2.2%
731 PLNT PLANET FITNESS MASTER ISSUER L CL A Consumer Cyclical 59.0 $3K 0.00% NEW $52.17 +3.2%
732 EVR EVERCORE INC CLASS A Financial Services 9.0 $3K 0.00% NEW $341.44 -15.0%
733 FXG FIRST TRUST CONSUMER STAPLES ALPHADEX FUND 49.0 $3K 0.00% NEW $62.61 +6.9%
734 TNC TENNANT CO COM Industrials 35.0 $3K 0.00% NEW $87.54 -22.1%
735 BSY BENTLEY SYS INC COM CL B Technology 102.0 $3K 0.00% NEW $29.89 +26.1%
736 ROP ROPER TECHNOLOGIES INC COM Industrials 9.0 $3K 0.00% NEW $338.44 +22.8%
737 FORM FORMFACTOR INC COM Technology 19.0 $3K 0.00% NEW $159.95 -32.5%
738 RF REGIONS FINANCIAL CORP NEW COM Financial Services 100.0 $3K 0.00% NEW $30.20 +1.4%
739 RXO RXO INC COMMON STOCK Industrials 109.0 $3K 0.00% NEW $27.59 -22.9%
740 BANC BANC OF CALIFORNIA INC COM Financial Services 147.0 $3K 0.00% NEW $20.43 -8.7%
Page 37 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%