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INLET PRIVATE WEALTH, LLC
INLET PRIVATE WEALTH, LLC
Latest filing: 2026-06-30
INLET PRIVATE WEALTH, LLC runs INLET PRIVATE WEALTH, LLC and currently holds 133 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $411.33M. Their top holdings are AAPL, MSFT, CSCO, BRK-B, JPM. The top five represent 17.7% of reported portfolio weight. INLET PRIVATE WEALTH, LLC ranks #550 out of 1000 investors tracked by Alpha Score. In the most recent quarter, INLET PRIVATE WEALTH, LLC initiated 1 new position. They added to 17 existing positions. They trimmed 56 positions. Their current best-performing preview position is FLEX with returns of +147.59%.
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133 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 4.64% | $45.23 | $309.35 | +583.95% | Trimmed -10.21% |
 MSFT MICROSOFT CORP | 3.43% | $119.69 | $483.24 | +303.74% | Trimmed -1.34% |
 CSCO CISCO SYS INC | 3.38% | $46.53 | $111.04 | +138.64% | Trimmed -8.47% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 3.14% | $220.00 | $495.77 | +125.35% | Trimmed -8.67% |
 JPM JPMORGAN CHASE & CO | 3.10% | $103.04 | $351.64 | +241.26% | Trimmed -10.36% |
 RPRX ROYALTY PHARMA PLC | 2.88% | $27.74 | $61.31 | +121.02% | Trimmed -2.25% |
 GOOG ALPHABET INC | 2.85% | $60.30 | $341.75 | +466.75% | Trimmed -13.44% |
 MCK MCKESSON CORP | 2.80% | $119.39 | $859.69 | +620.07% | Trimmed -13.54% |
 STX SEAGATE TECHNOLOGY HLDNGS PL | 2.75% | $84.85 | $850.00 | +901.77% | Trimmed -29.90% |
 C CITIGROUP INC | 2.75% | $57.15 | $131.67 | +130.39% | Trimmed -4.72% |
Showing 1-10 of 133