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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 47 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 FSLR FIRST SOLAR INC COM Energy 2.0 $472.0 NEW $236.00 -9.2%
922 CPRT COPART INC COM Industrials 16.0 $451.0 NEW $28.19 +19.9%
923 MKSI MKS INC. COM Technology 1.0 $445.0 NEW $445.00 -37.3%
924 EMQQ EMQQ THE EMERGING MARKETS INTERNET ETF 14.0 $437.0 NEW $31.21 +9.6%
925 VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 9.0 $404.0 NEW $44.89 +1.8%
926 BNS BANK NOVA SCOTIA B C COM Financial Services 4.0 $347.0 NEW $86.75 +0.9%
927 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 7.0 $298.0 NEW $42.57 -2.1%
928 AMERICA MOVIL SAB DE CV SPON ADS RP CL B 11.0 $286.0 NEW $26.00
929 NTRA NATERA INC COM Healthcare 1.0 $271.0 NEW $271.00 +22.5%
930 PFGC PERFORMANCE FOOD GROUP CO COM Consumer Defensive 2.0 $224.0 NEW $112.00 -6.3%
931 INSM INSMED INC COM PAR $.01 Healthcare 2.0 $213.0 NEW $106.50 +18.1%
932 ITT ITT INC COM Industrials 1.0 $198.0 NEW $198.00 +5.1%
933 BMO BANK MONTREAL MEDIUM COM Financial Services 1.0 $177.0 NEW $177.00 -1.5%
934 EVRG EVERGY INC COM Utilities 2.0 $173.0 NEW $86.50 -6.5%
935 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 1.0 $168.0 NEW $168.00 +17.5%
936 FOXA FOX CORP CL A COM Communication Services 3.0 $156.0 NEW $52.00 +31.8%
937 SCI SERVICE CORP INTL COM Consumer Cyclical 2.0 $152.0 NEW $76.00 +9.6%
938 GGG GRACO INC COM Industrials 2.0 $151.0 NEW $75.50 +6.8%
939 NU NU HLDGS LTD ORD SHS CL A Financial Services 10.0 $134.0 NEW $13.40 +8.8%
940 SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD Financial Services 2.0 $127.0 NEW $63.50 +17.5%
Page 47 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%