§ 13F · FUND PROFILE
Inlet Private Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $443M (13F)Positions · 133Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 73K | $19M | 4.8% | −10% |
| 2 | MCK | MCKESSON CORP | 18K | $15M | 3.9% | −17% |
| 3 | MSFT | MICROSOFT CORP | 38K | $14M | 3.6% | −2% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 28K | $14M | 3.5% | −12% |
| 5 | JPM | JPMORGAN CHASE & CO | 43K | $13M | 3.3% | −11% |
| 6 | GOOG | ALPHABET INC | 38K | $11M | 2.8% | −12% |
| 7 | RPRX | ROYALTY PHARMA PLC | 216K | $10M | 2.6% | −4% |
| 8 | CSCO | CISCO SYS INC | 129K | $10M | 2.6% | −11% |
| 9 | C | CITIGROUP INC | 85K | $10M | 2.5% | −10% |
| 10 | CME | CME GROUP INC | 29K | $8M | 2.2% | −7% |
§ 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 $443 million in assets. The fund runs a portfolio of 133 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed