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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 48 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 3.0 $123.0 NEW $41.00 +20.8%
942 DG DOLLAR GEN CORP COM Consumer Defensive 1.0 $115.0 NEW $115.00 +7.3%
943 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 1.0 $114.0 NEW $114.00 +30.9%
944 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 1.0 $87.0 NEW $87.00 +10.8%
945 BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR Financial Services 3.0 $75.0 NEW $25.00 +16.2%
946 SOLZ SOLANA ETF 10.0 $74.0 NEW $7.40 +22.7%
947 BBD BANCO BRADESCO S A SP ADR PFD NEW Financial Services 21.0 $73.0 NEW $3.48 -10.5%
948 EMBJ EMBRAER S.A. SPONSORED ADS Industrials 1.0 $64.0 NEW $64.00 +18.7%
949 ARMK ARAMARK COM Industrials 1.0 $57.0 NEW $57.00 +4.9%
950 SAN BANCO SANTANDER SA ADR Financial Services 4.0 $56.0 NEW $14.00 +4.2%
951 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF $54.0 NEW
952 GSK GSK PLC SPONSORED ADR Healthcare 1.0 $52.0 NEW $52.00 +0.8%
953 GSY INVESCO ULTRA SHORT DURATION ETF 1.0 $41.0 NEW $41.00 +22.7%
954 AMC ENTMT HLDGS INC CL A NEW 21.0 $40.0 NEW $1.90
955 AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF 1.0 $32.0 NEW $32.00 +55.5%
956 MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR Financial Services 3.0 $29.0 NEW $9.67 +6.3%
957 BCS BARCLAYS PLC ADR Financial Services 1.0 $27.0 NEW $27.00 -0.6%
958 GTO INVESCO TOTAL RETURN BOND ETF $15.0 NEW
959 OGN ORGANON & CO COMMON STOCK Healthcare 1.0 $14.0 NEW $14.00 -1.8%
Page 48 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%