Institutional Fund
Inlet Private Wealth, LLC
Jupiter, FLCIK 17597515 filings on record
Portfolio Value
$391.57M
Q1 2026
Holdings
128
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-9.2%
from $431.12M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.8%
- Mckesson Corp3.9%
- Microsoft Corp3.6%
- Berkshire Hathaway Inc Del3.5%
- Jpmorgan Chase & Co.3.3%
- Alphabet Inc2.8%
- Other78.2%
Portfolio Holdings
128 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 73.4K | $18.64M | 4.8% | −8.5K | Reduced |
| 2 | Mckesson Corp | 17.7K | $15.28M | 3.9% | −3.7K | Reduced |
| 3 | Microsoft Corp | 38.3K | $14.17M | 3.6% | −910 | Reduced |
| 4 | Berkshire Hathaway Inc Del | 28.3K | $13.56M | 3.5% | −3.9K | Reduced |
| 5 | Jpmorgan Chase & Co. | 43.4K | $12.78M | 3.3% | −5.3K | Reduced |
| 6 | Alphabet Inc | 38.3K | $11.00M | 2.8% | −5.3K | Reduced |
| 7 | Royalty Pharma PLC | 216.0K | $10.36M | 2.6% | −9.8K | Reduced |
| 8 | Cisco Sys Inc | 129.3K | $10.03M | 2.6% | −16.6K | Reduced |
| 9 | Citigroup Inc | 84.7K | $9.60M | 2.5% | −8.9K | Reduced |
| 10 | Cme Group Inc | 28.6K | $8.44M | 2.2% | −2.0K | Reduced |
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