Holdings
Inlet Private Wealth, LLC
As of Jun 30, 2026, Inlet Private Wealth, LLC reported 112 positions worth US$356M. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 65,930 | US$19.1M | −7,501 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 50,262 | US$18M | −7,413 | Jun 30, 2026 |
| Microsoft Corp. | 37,772 | US$14.1M | −513 | Jun 30, 2026 |
| Cisco Systems, Inc. | 118K | US$13.9M | −10,950 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 25,845 | US$12.9M | −2,455 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 38,940 | US$12.7M | −4,500 | Jun 30, 2026 |
| Mckesson Corporation | 15,262 | US$11.5M | −2,390 | Jun 30, 2026 |
| Citigroup, Inc. | 80,680 | US$11.3M | −4,000 | Jun 30, 2026 |
| Davita Inc. | 40,475 | US$9M | −25 | Jun 30, 2026 |
| Ge Aerospace | 23,519 | US$8.79M | −4,450 | Jun 30, 2026 |