§ 13F · FUND PROFILE
Inlet Private Wealth, LLC.
AUM · $411M (13F)Positions · 133Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 66K | $19M | 4.6% | −10% |
| 2 | MSFT | MICROSOFT CORP | 38K | $14M | 3.4% | −1% |
| 3 | CSCO | CISCO SYS INC | 118K | $14M | 3.4% | −8% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 26K | $13M | 3.1% | −9% |
| 5 | JPM | JPMORGAN CHASE & CO | 39K | $13M | 3.1% | −10% |
| 6 | RPRX | ROYALTY PHARMA PLC | 211K | $12M | 2.9% | −2% |
| 7 | GOOG | ALPHABET INC | 33K | $12M | 2.9% | −13% |
| 8 | MCK | MCKESSON CORP | 15K | $12M | 2.8% | −14% |
| 9 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 12K | $11M | 2.8% | −30% |
| 10 | C | CITIGROUP INC | 81K | $11M | 2.7% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INLET SIGNAL
AC read
Inlet Private Wealth, LLC is a Other fund managing $411 million in assets. The fund runs a portfolio of 133 positions.
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