Universe · entity

Inlet Private Wealth, LLC

Institutional manager (13F) · CIK 1759751
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $314M
#IssuerValueShares
1APPLE INC$19M73,431
2MCKESSON CORP$15M17,652
3MICROSOFT CORP$14M38,285
4BERKSHIRE HATHAWAY INC DEL$14M28,300
5JPMORGAN CHASE & CO$13M43,440
6ALPHABET INC$11M38,332
7ROYALTY PHARMA PLC$10M216,000
8CISCO SYS INC$10M129,314
9CITIGROUP INC$10M84,680
10CME GROUP INC$8M28,592
11WASTE MGMT INC DEL$8M35,233
12GE AEROSPACE$8M27,969
13BRITISH AMERN TOB PLC$8M133,818
14ALTRIA GROUP INC$8M118,161
15AMGEN INC$7M20,394
16MERCK & CO INC$7M59,410
17SUNCOR ENERGY INC NEW$7M102,770
18SEAGATE TECHNOLOGY HLDNGS PL$7M16,722
19DAVITA INC$6M40,500
20ITURAN LOCATION AND CONTROL$6M125,370
21BANK AMERICA CORP$6M118,919
22D R HORTON INC$6M40,805
23SONY GROUP CORP$6M270,424
24ALPHABET INC$6M19,436
25QUALCOMM INC$5M42,184
26COSTCO WHOLESALE CORPORATION$5M5,080
27KONINKLIJKE PHILIPS N V$5M183,608
28CHUBB LTD SWITZ$5M13,924
29NEWMONT CORP$4M41,120
30FLEXTRONICS INTL LTD$4M65,520
31JOHNSON & JOHNSON$4M17,079
32CVS HEALTH CORP$4M57,116
33BECTON DICKINSON & CO$4M24,770
34FISERV INC$4M67,860
35LABCORP HOLDINGS INC$4M13,937
36EBAY INC.$4M39,350
37COPART INC$3M103,560
38UNION PAC CORP$3M13,780
39BLOCK H & R INC$3M102,752
40WHEATON PRECIOUS METALS CORP$3M24,820
41EVERUS CONSTR GROUP$3M27,400
42ABBVIE INC$3M14,801
43TEXTRON INC$3M36,415
44BLACKROCK INC$3M3,291
45ARCOS DORADOS HLDGS INC$3M378,888
46CHEVRON CORPORATION$3M14,606
47ISHARES GOLD TR$3M34,242
48ORACLE CORP$3M19,846
49FEDERATED HERMES INC$3M49,750
50EXXON MOBIL CORP$3M16,484
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.