Inlet Private Wealth, LLC

CIK: 0001759751Latest portfolio: $431.1M · Q4 2025

Holdings

131

Total Value

$431.1M

New Positions

130

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
AAPLAPPLE INC
81,931$22.3M5.17%NEW
2
MSFTMICROSOFT CORP
39,195$19.0M4.40%NEW
3
MCKMCKESSON CORP
21,372$17.5M4.07%NEW
4
BRK/BBERKSHIRE HATHAWAY INC DEL
32,235$16.2M3.76%NEW
5
JPMJPMORGAN CHASE & CO.
48,740$15.7M3.64%NEW
6
GOOGALPHABET INC
43,582$13.7M3.17%NEW
7
STXSEAGATE TECHNOLOGY HLDNGS PL
47,186$13.0M3.01%NEW
8
CSCOCISCO SYS INC
145,964$11.2M2.61%NEW
9
TRVCCITIGROUP INC
93,580$10.9M2.53%NEW
10
GEGE AEROSPACE
31,949$9.8M2.28%NEW
11
RPRXROYALTY PHARMA PLC
225,800$8.7M2.02%NEW
12
WMWASTE MGMT INC DEL
38,583$8.5M1.97%NEW
13
CMECME GROUP INC
30,592$8.4M1.94%NEW
14
QCOMQUALCOMM INC
47,672$8.2M1.89%NEW
15
BMTABRITISH AMERN TOB PLC
141,128$8.0M1.85%NEW
16
MOALTRIA GROUP INC
126,861$7.3M1.70%NEW
17
AMGNAMGEN INC
22,334$7.3M1.70%NEW
18
MRKMERCK & CO INC
69,410$7.3M1.69%NEW
19
SONYSONY GROUP CORP
276,774$7.1M1.64%NEW
20
GOOGLALPHABET INC
22,571$7.1M1.64%NEW
21
BACBANK AMERICA CORP
126,949$7.0M1.62%NEW
22
DHID R HORTON INC
46,305$6.7M1.55%NEW
23
ITRNITURAN LOCATION AND CONTROL
132,770$5.7M1.32%NEW
24
PHGKONINKLIJKE PHILIPS N V
181,530$4.9M1.14%NEW
25
CVSCVS HEALTH CORP
61,266$4.9M1.13%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($1.5704835469824236e+80T)
Technology0.0% ($2.2273189551299408e+70T)
Industrials0.0% ($9.841847738843e+65T)
Healthcare0.0% ($1.753187247310731e+54T)
Consumer Defensive0.0% ($7.314455319261614e+34T)
Unknown0.0% ($1.6203109197990358e+26T)
Consumer Cyclical0.0% ($6.669449728192193e+25T)
Energy0.0% ($4731228622.3T)
Communication Services0.0% ($136767065.0T)
Basic Materials0.0% ($41503.6T)
Real Estate0.0% ($921.2M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 21, 2026$431.1M131
Q3 2025Oct 31, 2025$443.1B0
Q2 2025Aug 5, 2025$406.9B127
Q1 2025May 7, 2025$384.7B127

Fund Information

CIK0001759751
Most Recent FilingJan 21, 2026
Number of Filings4

Inlet Private Wealth, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $431.1M across 131 holdings. The largest position is APPLE INC (AAPL), representing 5.2% of the portfolio. Compared to the previous quarter, the fund opened 131 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.