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Inlet Private Wealth, LLC

Q2 2026 13F filing

Updated 37 days ago

133 disclosed positions worth $411.3M

Portfolio value
$411.3M
Total holdings
133
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-07

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

Value
$19.1M
Shares
65.9K
% Port
4.64%
M

MICROSOFT CORP

Value
$14.1M
Shares
37.8K
% Port
3.43%
C

CISCO SYS INC

Value
$13.9M
Shares
118.4K
% Port
3.38%
B

BERKSHIRE HATHAWAY INC DEL

Value
$12.9M
Shares
25.8K
% Port
3.14%
J

JPMORGAN CHASE & CO

Value
$12.7M
Shares
38.9K
% Port
3.10%
R

ROYALTY PHARMA PLC

Value
$11.8M
Shares
211.2K
% Port
2.88%
G

ALPHABET INC

Value
$11.7M
Shares
33.2K
% Port
2.85%
M
8.MCK

MCKESSON CORP

Value
$11.5M
Shares
15.3K
% Port
2.80%
S
9.STX

SEAGATE TECHNOLOGY HLDNGS PL

Value
$11.3M
Shares
11.7K
% Port
2.75%
C
10.C-PR

CITIGROUP INC

Value
$11.3M
Shares
80.7K
% Port
2.75%
L
11.LPG

FLEX LTD

Value
$10.5M
Shares
64.6K
% Port
2.55%
D
12.DVA

DAVITA INC

Value
$9M
Shares
40.5K
% Port
2.19%
G
13.GE

GE AEROSPACE

Value
$8.8M
Shares
23.5K
% Port
2.14%
M
14.MO

ALTRIA GROUP INC

Value
$8.1M
Shares
112.3K
% Port
1.96%
B

BRITISH AMERN TOB PLC

Value
$7.8M
Shares
126.3K
% Port
1.90%
I
16.ITRN

ITURAN LOCATION AND CONTROL

Value
$7.6M
Shares
125.4K
% Port
1.86%
W
17.WM

WASTE MGMT INC DEL

Value
$7.3M
Shares
32.7K
% Port
1.77%
A
18.AMGN

AMGEN INC

Value
$6.9M
Shares
19.0K
% Port
1.67%
Q
19.QCOM

QUALCOMM INC

Value
$6.7M
Shares
36.5K
% Port
1.64%
M
20.MRK

MERCK & CO INC

Value
$6.6M
Shares
51.2K
% Port
1.60%
B

BANK OF AMER CORP

Value
$6.3M
Shares
110.9K
% Port
1.54%
G

ALPHABET INC

Value
$6.2M
Shares
17.5K
% Port
1.52%
C
23.CVS

CVS HEALTH CORP

Value
$5.9M
Shares
57.1K
% Port
1.44%
C
24.CME

CME GROUP INC

Value
$5.9M
Shares
26.7K
% Port
1.43%
D
25.DNP

D R HORTON INC

Value
$5.8M
Shares
35.3K
% Port
1.40%
S
26.SU

SUNCOR ENERGY INC NEW

Value
$5.5M
Shares
102.8K
% Port
1.34%
S

SONY GROUP CORP

Value
$5.4M
Shares
267.8K
% Port
1.31%
R

KONINKLIJKE PHILIPS N V

Value
$5M
Shares
185.3K
% Port
1.22%
C
29.CB

CHUBB LIMITED

Value
$4.8M
Shares
14.0K
% Port
1.16%
C
30.COST

COSTCO WHOLESALE CORPORATION

Value
$4.8M
Shares
5.1K
% Port
1.16%
E
31.ECG

EVERUS CONSTR GROUP

Value
$4.5M
Shares
27.4K
% Port
1.11%
H
32.HRB

BLOCK H & R INC

Value
$4.3M
Shares
113.9K
% Port
1.05%
B
33.BDX

BECTON DICKINSON & CO

Value
$4.2M
Shares
27.8K
% Port
1.02%
J
34.JNJ

JOHNSON & JOHNSON

Value
$4.1M
Shares
15.9K
% Port
0.98%
L
35.LH

LABCORP HOLDINGS INC

Value
$3.9M
Shares
13.9K
% Port
0.95%
N

NEWMONT CORP

Value
$3.8M
Shares
41.1K
% Port
0.93%
E
37.EBAY

EBAY INC.

Value
$3.8M
Shares
34.1K
% Port
0.93%
A
38.ABBV

ABBVIE INC

Value
$3.6M
Shares
14.4K
% Port
0.88%
F
39.FISV

FISERV INC

Value
$3.3M
Shares
68.1K
% Port
0.81%
T
40.TXT

TEXTRON INC

Value
$3.3M
Shares
36.2K
% Port
0.81%
A
41.ARCO

ARCOS DORADOS HLDGS INC

Value
$3M
Shares
377.9K
% Port
0.74%
U
42.UNP

UNION PAC CORP

Value
$2.9M
Shares
10.8K
% Port
0.71%
B
43.BSTZ

BLACKROCK INC

Value
$2.9M
Shares
3.0K
% Port
0.71%
C
44.CPRT

COPART INC

Value
$2.9M
Shares
103.5K
% Port
0.71%
B
45.BKNG

BOOKING HOLDINGS INC

Value
$2.9M
Shares
16.1K
% Port
0.70%
T
46.TGT

TARGET CORP

Value
$2.8M
Shares
21.6K
% Port
0.69%
F
47.FN

FABRINET

Value
$2.6M
Shares
4.6K
% Port
0.63%
I
48.IAU

ISHARES GOLD TR

Value
$2.6M
Shares
34.3K
% Port
0.63%
C
49.CVX

CHEVRON CORPORATION

Value
$2.6M
Shares
15.5K
% Port
0.63%
B

BANK OF NY MELLON CORP

Value
$2.6M
Shares
17.7K
% Port
0.62%