Inlet Private Wealth, LLC

CIK: 0001759751SEC EDGAR →

Portfolio Value

$431.1M

Holdings

131

As of

Q4 2025

New Positions

131

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC

81,931$22.3M
5.17%
2

MICROSOFT CORP

39,195$19.0M
4.40%
3

MCKESSON CORP

21,372$17.5M
4.07%
4

BERKSHIRE HATHAWAY INC DEL

32,235$16.2M
3.76%
5

JPMORGAN CHASE & CO.

48,740$15.7M
3.64%
6

ALPHABET INC

43,582$13.7M
3.17%
7

SEAGATE TECHNOLOGY HLDNGS PL

47,186$13.0M
3.01%
8

CISCO SYS INC

145,964$11.2M
2.61%
9

CITIGROUP INC

93,580$10.9M
2.53%
10

GE AEROSPACE

31,949$9.8M
2.28%

Quarterly Changes

Top Buys

AAPLNEW
$22.3M
MSFTNEW
$19.0M
MCKNEW
$17.5M
$16.2M
JPMNEW
$15.7M

Top Sells

No sells this quarter

New Positions (131)

$22.3M · 82K shares
$19.0M · 39K shares
$17.5M · 21K shares
$16.2M · 32K shares
$15.7M · 49K shares
$13.7M · 44K shares
$13.0M · 47K shares
$11.2M · 146K shares
$10.9M · 94K shares
$9.8M · 32K shares
$8.7M · 226K shares
$8.5M · 39K shares
$8.4M · 31K shares
$8.2M · 48K shares
$8.0M · 141K shares
$7.3M · 127K shares
$7.3M · 22K shares
$7.3M · 69K shares
$7.1M · 277K shares
$7.1M · 23K shares
$7.0M · 127K shares
$6.7M · 46K shares
$5.7M · 133K shares
$4.9M · 182K shares
$4.9M · 61K shares
$4.7M · 107K shares
$4.7M · 23K shares
$4.6M · 69K shares
$4.6M · 5K shares
$4.6M · 40K shares
$4.5M · 23K shares
$4.5M · 21K shares
$4.4M · 23K shares
$4.2M · 14K shares
$4.2M · 42K shares
$4.1M · 61K shares
$3.9M · 17K shares
$3.8M · 63K shares
$3.8M · 4K shares
$3.7M · 16K shares
$3.6M · 10K shares
$3.6M · 41K shares
$3.6M · 30K shares
$3.5M · 14K shares
$3.2M · 61K shares
$3.2M · 39K shares
$3.0M · 34K shares
$3.0M · 5K shares
$2.8M · 384K shares
$2.8M · 24K shares
$2.6M · 67K shares
$2.6M · 20K shares
$2.5M · 4K shares
$2.4M · 8K shares
$2.3M · 27K shares
$2.3M · 19K shares
$2.2M · 15K shares
$2.2M · 8K shares
$2.2M · 5K shares
$2.2M · 10K shares
$2.2M · 21K shares
$2.1M · 22K shares
$2.0M · 29K shares
$1.9M · 17K shares
$1.8M · 64K shares
$1.7M · 77K shares
$1.7M · 5K shares
$1.6M · 11K shares
$1.6M · 14K shares
$1.5M · 28K shares
$1.4M · 4K shares
$1.4M · 10K shares
$1.3M · 15K shares
$1.3M · 15K shares
$1.2M · 12K shares
$1.1M · 18K shares
$1.1M · 2K shares
$1.0M · 10K shares
$1.0M · 4K shares
$1.0M · 1K shares
$994K · 4K shares
$981K · 9K shares
$970K · 1K shares
$931K · 20K shares
$921K · 28K shares
$890K · 46K shares
$847K · 4K shares
$784K · 8K shares
$782K · 3K shares
$769K · 3K shares
$754K · 141 shares
$714K · 4K shares
$705K · 25K shares
$659K · 307 shares
$658K · 79K shares
$634K · 11K shares
$633K · 9K shares
$611K · 3K shares
$566K · 2K shares
$559K · 2K shares
$540K · 6K shares
$521K · 6K shares
$509K · 1K shares
$478K · 3K shares
$433K · 692 shares
$419K · 10K shares
$405K · 2K shares
$394K · 4K shares
$389K · 16K shares
$353K · 4K shares
$346K · 678 shares
$318K · 13K shares
$299K · 2K shares
$295K · 3K shares
$283K · 4K shares
$267K · 1K shares
$265K · 388 shares
$257K · 377 shares
$256K · 4K shares
$254K · 726 shares
$252K · 208 shares
$232K · 1K shares
$228K · 67 shares
$222K · 819 shares
$220K · 380 shares
$211K · 2K shares
$210K · 2K shares
$204K · 2K shares
$201K · 352 shares
$156K · 13K shares
$28K · 30K shares

Sector Breakdown

Sector# HoldingsValue%
Technology20$114.7M26.6%
Healthcare17$75.3M17.5%
Financial Services26$62.2M14.4%
Unknown9$46.5M10.8%
Industrials21$44.2M10.3%
Consumer Defensive12$23.3M5.4%
Communication Services5$22.2M5.2%
Consumer Cyclical10$20.8M4.8%
Energy5$11.9M2.8%
Basic Materials4$8.8M2.0%
Real Estate2$1.1M0.2%