Inlet Private Wealth, LLC Portfolio Holdings

Inlet Private Wealth, LLC

  • $425 Million
  • Q3 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.32B
$3.37 Million 0.79% of portfolio
64,850
Q3 2025 Reduced 1.52%
$9.03B
$2.99 Million 0.7% of portfolio
94,650
Q3 2025 Added 36.74%
$2.56B
$2.41 Million 0.57% of portfolio
200,250
Q3 2025 Reduced 1.62%
$8.76B
$2.01 Million 0.47% of portfolio
44,454
Q3 2025 Added 0.08%
$3.38B
$1.71 Million 0.4% of portfolio
50,600
Q2 2025 Reduced 4.71%
$7.82B
$1.13 Million 0.26% of portfolio
4,840
Q2 2025 New
$4.11B
$551,000 0.13% of portfolio
22,000
Q3 2025 Reduced 1.79%
$8.63B
$473,000 0.11% of portfolio
15,500
Q1 2025 Reduced 81.78%

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $425 Million
  • Prior Value $385 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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