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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 6 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HD HOME DEPOT INC COM Consumer Cyclical 935.0 $330K 0.06% NEW $352.68 -4.8%
102 AMAT APPLIED MATLS INC COM Technology 454.0 $328K 0.06% NEW $723.00 -31.9%
103 INTC INTEL CORP COM Technology 2,230.0 $311K 0.05% NEW $139.63 -35.5%
104 ITGR INTEGER HLDGS CORP COM Healthcare 3,209.0 $300K 0.05% NEW $93.45 +34.0%
105 MDT MEDTRONIC PLC SHS Healthcare 3,587.0 $281K 0.05% NEW $78.23 +19.3%
106 MCD MCDONALDS CORP COM Consumer Cyclical 1,002.0 $271K 0.05% NEW $270.19 +0.3%
107 SAP SAP SE SPON ADR Technology 1,687.0 $260K 0.04% NEW $154.11 +41.9%
108 IJR ISHARES CORE S&P SMALL CAP ETF 1,740.0 $258K 0.04% NEW $148.31 -0.7%
109 AMD ADVANCED MICRO DEVICES INC COM Technology 444.0 $258K 0.04% NEW $580.91 -18.5%
110 DIS DISNEY WALT CO COM Communication Services 2,641.0 $254K 0.04% NEW $96.25 +12.0%
111 V VISA INC COM CL A Financial Services 725.0 $249K 0.04% NEW $343.09 +8.1%
112 MMM 3M CO COM Industrials 1,494.0 $242K 0.04% NEW $161.91 +10.5%
113 CRM SALESFORCE INC COM Technology 1,488.0 $233K 0.04% NEW $156.66 +33.5%
114 MA MASTERCARD INCORPORATED CL A Financial Services 449.0 $231K 0.04% NEW $513.60 +13.1%
115 VUG VANGUARD GROWTH ETF 2,664.0 $229K 0.04% NEW $86.14 +1.6%
116 CAT CATERPILLAR INC COM Industrials 211.0 $225K 0.04% NEW $1064.90 -22.3%
117 IWM ISHARES RUSSELL 2000 ETF 727.0 $218K 0.04% NEW $300.45 -0.2%
118 BBY BEST BUY INC COM Consumer Cyclical 2,687.0 $204K 0.04% NEW $75.88 +13.2%
119 FFIV F5 INC COM Technology 484.0 $201K 0.03% NEW $415.96 -7.5%
120 XEL XCEL ENERGY INC COM Utilities 2,498.0 $201K 0.03% NEW $80.30 -5.0%
Page 6 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%