Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Inlet Private Wealth, LLC (CIK 1759751) reported $391.6M across 128 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($18.6M, 4.76%), MCK ($15.3M, 3.90%), MSFT ($14.2M, 3.62%), BRK/B ($13.6M, 3.46%), JPM ($12.8M, 3.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $18.6M | 4.76% | 73,431 | Trimmed |
| 2 | MCK | MCKESSON CORP | $15.3M | 3.90% | 17,652 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $14.2M | 3.62% | 38,285 | Trimmed |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $13.6M | 3.46% | 28,300 | Trimmed |
| 5 | JPM | JPMORGAN CHASE & CO | $12.8M | 3.26% | 43,440 | Trimmed |
| 6 | GOOG | ALPHABET INC | $11.0M | 2.81% | 38,332 | Trimmed |
| 7 | RPRX | ROYALTY PHARMA PLC | $10.4M | 2.65% | 216,000 | Trimmed |
| 8 | CSCO | CISCO SYS INC | $10.0M | 2.56% | 129,314 | Trimmed |
| 9 | C | CITIGROUP INC | $9.6M | 2.45% | 84,680 | Trimmed |
| 10 | CME | CME GROUP INC | $8.4M | 2.16% | 28,592 | Trimmed |
| 11 | WM | WASTE MGMT INC DEL | $8.1M | 2.07% | 35,233 | Trimmed |
| 12 | GE | GE AEROSPACE | $7.9M | 2.03% | 27,969 | Trimmed |
| 13 | BTI | BRITISH AMERN TOB PLC | $7.8M | 2.00% | 133,818 | Trimmed |
| 14 | MO | ALTRIA GROUP INC | $7.8M | 1.99% | 118,161 | Trimmed |
| 15 | MRK | MERCK & CO INC | $7.1M | 1.83% | 59,410 | Trimmed |
| 16 | AMGN | AMGEN INC | $7.2M | 1.83% | 20,394 | Trimmed |
| 17 | SU | SUNCOR ENERGY INC NEW | $6.8M | 1.74% | 102,770 | Trimmed |
| 18 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $6.6M | 1.67% | 16,722 | Trimmed |
| 19 | DVA | DAVITA INC | $6.2M | 1.59% | 40,500 | Added |
| 20 | ITRN | ITURAN LOCATION AND CONTROL | $6.1M | 1.57% | 125,370 | Trimmed |
| 21 | BAC | BANK AMERICA CORP | $5.8M | 1.48% | 118,919 | Trimmed |
| 22 | DHI | D R HORTON INC | $5.6M | 1.43% | 40,805 | Trimmed |
| 23 | SONY | SONY GROUP CORP | $5.6M | 1.43% | 270,424 | Trimmed |
| 24 | GOOGL | ALPHABET INC | $5.6M | 1.43% | 19,436 | Trimmed |
| 25 | QCOM | QUALCOMM INC | $5.4M | 1.39% | 42,184 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31