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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 46 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 FREL FIDELITY MSCI REAL ESTATE INDEX ETF 36.0 $1K NEW $29.31 +2.0%
902 PPL PPL CORP COM Utilities 28.0 $1K NEW $36.36 -5.4%
903 FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 32.0 $987.0 NEW $30.84 -0.1%
904 FOX FOX CORP CL B COM 21.0 $984.0 NEW $46.86
905 SCMB SCHWAB MUNICIPAL BOND ETF 34.0 $878.0 NEW $25.82 -2.1%
906 OCCIDENTAL PETE CORP WT EXP 080327 31.0 $826.0 NEW $26.65
907 MTCH MATCH GROUP INC NEW COM Communication Services 20.0 $761.0 NEW $38.05 +7.4%
908 NRG NRG ENERGY INC COM NEW Utilities 5.0 $730.0 NEW $146.00 -22.5%
909 MSTR STRATEGY INC CL A NEW Technology 8.0 $695.0 NEW $86.88 +37.3%
910 HNI HNI CORP COM Industrials 17.0 $687.0 NEW $40.41 +21.8%
911 TDY TELEDYNE TECHNOLOGIES INC COM Technology 1.0 $667.0 NEW $667.00 -4.6%
912 DOW DOW HLDGS INC COM Basic Materials 24.0 $657.0 NEW $27.38 +18.2%
913 WDAY WORKDAY INC CL A Technology 5.0 $612.0 NEW $122.40 +63.4%
914 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 9.0 $576.0 NEW $64.00 +16.9%
915 VRRM VERRA MOBILITY CORP CL A COM STK Technology 134.0 $570.0 NEW $4.25 +7.2%
916 RVMD REVOLUTION MEDICINES INC COM Healthcare 3.0 $562.0 NEW $187.33 +11.8%
917 FMB FIRST TRUST MANAGED MUNICIPAL ETF 10.0 $514.0 NEW $51.40 -2.4%
918 LUV SOUTHWEST AIRLS CO COM Industrials 10.0 $514.0 NEW $51.40 -21.4%
919 CNO CNO FINL GROUP INC COM Financial Services 10.0 $510.0 NEW $51.00 +4.9%
920 SRVR PACER DATA & INFRASTRUCTURE REAL ESTATE ETF 16.0 $508.0 NEW $31.75 -0.2%
Page 46 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%