Universe · entity
Inlet Private Wealth, LLC
Institutional manager (13F) · CIK 1759751
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $314M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $19M | 73,431 |
| 2 | MCKESSON CORP | $15M | 17,652 |
| 3 | MICROSOFT CORP | $14M | 38,285 |
| 4 | BERKSHIRE HATHAWAY INC DEL | $14M | 28,300 |
| 5 | JPMORGAN CHASE & CO | $13M | 43,440 |
| 6 | ALPHABET INC | $11M | 38,332 |
| 7 | ROYALTY PHARMA PLC | $10M | 216,000 |
| 8 | CISCO SYS INC | $10M | 129,314 |
| 9 | CITIGROUP INC | $10M | 84,680 |
| 10 | CME GROUP INC | $8M | 28,592 |
| 11 | WASTE MGMT INC DEL | $8M | 35,233 |
| 12 | GE AEROSPACE | $8M | 27,969 |
| 13 | BRITISH AMERN TOB PLC | $8M | 133,818 |
| 14 | ALTRIA GROUP INC | $8M | 118,161 |
| 15 | AMGEN INC | $7M | 20,394 |
| 16 | MERCK & CO INC | $7M | 59,410 |
| 17 | SUNCOR ENERGY INC NEW | $7M | 102,770 |
| 18 | SEAGATE TECHNOLOGY HLDNGS PL | $7M | 16,722 |
| 19 | DAVITA INC | $6M | 40,500 |
| 20 | ITURAN LOCATION AND CONTROL | $6M | 125,370 |
| 21 | BANK AMERICA CORP | $6M | 118,919 |
| 22 | D R HORTON INC | $6M | 40,805 |
| 23 | SONY GROUP CORP | $6M | 270,424 |
| 24 | ALPHABET INC | $6M | 19,436 |
| 25 | QUALCOMM INC | $5M | 42,184 |
| 26 | COSTCO WHOLESALE CORPORATION | $5M | 5,080 |
| 27 | KONINKLIJKE PHILIPS N V | $5M | 183,608 |
| 28 | CHUBB LTD SWITZ | $5M | 13,924 |
| 29 | NEWMONT CORP | $4M | 41,120 |
| 30 | FLEXTRONICS INTL LTD | $4M | 65,520 |
| 31 | JOHNSON & JOHNSON | $4M | 17,079 |
| 32 | CVS HEALTH CORP | $4M | 57,116 |
| 33 | BECTON DICKINSON & CO | $4M | 24,770 |
| 34 | FISERV INC | $4M | 67,860 |
| 35 | LABCORP HOLDINGS INC | $4M | 13,937 |
| 36 | EBAY INC. | $4M | 39,350 |
| 37 | COPART INC | $3M | 103,560 |
| 38 | UNION PAC CORP | $3M | 13,780 |
| 39 | BLOCK H & R INC | $3M | 102,752 |
| 40 | WHEATON PRECIOUS METALS CORP | $3M | 24,820 |
| 41 | EVERUS CONSTR GROUP | $3M | 27,400 |
| 42 | ABBVIE INC | $3M | 14,801 |
| 43 | TEXTRON INC | $3M | 36,415 |
| 44 | BLACKROCK INC | $3M | 3,291 |
| 45 | ARCOS DORADOS HLDGS INC | $3M | 378,888 |
| 46 | CHEVRON CORPORATION | $3M | 14,606 |
| 47 | ISHARES GOLD TR | $3M | 34,242 |
| 48 | ORACLE CORP | $3M | 19,846 |
| 49 | FEDERATED HERMES INC | $3M | 49,750 |
| 50 | EXXON MOBIL CORP | $3M | 16,484 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.