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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 5 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UNP UNION PAC CORP COM Industrials 2,605.0 $709K 0.12% NEW $272.00 +13.3%
82 NUMG NUVEEN ESG MID-CAP GROWTH ETF 14,318.0 $672K 0.12% NEW $46.96 +3.2%
83 CVX CHEVRON CORPORATION COM Energy 3,696.0 $613K 0.10% NEW $165.76 +23.8%
84 TSLA TESLA INC COM Consumer Cyclical 1,405.0 $591K 0.10% NEW $420.60 -13.7%
85 ORCL ORACLE CORP COM Technology 3,958.0 $580K 0.10% NEW $146.55 -0.1%
86 SBUX STARBUCKS CORP COM Consumer Cyclical 5,660.0 $578K 0.10% NEW $102.19 +4.8%
87 BSX BOSTON SCIENTIFIC CORP COM Healthcare 12,972.0 $554K 0.09% NEW $42.68 +18.0%
88 SPGP INVESCO S&P 500 GARP ETF 4,325.0 $529K 0.09% NEW $122.29 +4.2%
89 VOO VANGUARD S&P 500 ETF 748.0 $514K 0.09% NEW $686.81 +2.5%
90 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 531.0 $497K 0.09% NEW $935.47 +1.3%
91 CLFD CLEARFIELD INC COM Technology 12,375.0 $492K 0.08% NEW $39.79 -30.8%
92 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 4,123.0 $455K 0.08% NEW $110.35 -0.0%
93 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 1,874.0 $437K 0.07% NEW $233.10 +1.9%
94 OEF ISHARES S&P 100 ETF 1,166.0 $427K 0.07% NEW $365.87 +3.3%
95 UMBF UMB FINL CORP COM Financial Services 2,623.0 $374K 0.06% NEW $142.76 +1.7%
96 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 715.0 $374K 0.06% NEW $522.39 +1.9%
97 ISHARES IBONDS DEC 2027 TERM TREASURY ETF 16,206.0 $363K 0.06% NEW $22.37
98 GKOS GLAUKOS CORP COM Healthcare 2,557.0 $357K 0.06% NEW $139.76 +32.3%
99 PNR PENTAIR PLC SHS Industrials 4,653.0 $357K 0.06% NEW $76.66 -16.0%
100 ISHARES IBONDS DEC 2028 TERM TREASURY ETF 14,961.0 $331K 0.06% NEW $22.14
Page 5 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%