Inlet Private Wealth, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $425 Million distributed in 133 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.5M, Microsoft Corp with a value of $20.5M, Mckesson Corp with a value of $17M, Berkshire Hathaway Inc Class B with a value of $17M, and Jpmorgan Chase & CO with a value of $15.9M.
Examining the 13F form we can see an increase of $40.4M in the current position value, from $385M to 425M.
Below you can find more details about Inlet Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$425 Million
Technology: $119 Million
Financial Services: $81.9 Million
Healthcare: $72.8 Million
Industrials: $38.8 Million
Consumer Defensive: $37.7 Million
Consumer Cyclical: $22.7 Million
Communication Services: $21.6 Million
Energy: $11.5 Million
Other: $19 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
