StockDriftsStockDriftsTop 50 Inlet Private Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.76% | 73.4K | $18.6M | -10.37%(-8.50K) | $48.81(+510.93%) | 2026-03-31 | |
| MCK | MCKESSON CORP | 3.9% | 17.7K | $15.3M | -17.41%(-3.72K) | $121.53(+514.85%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.62% | 38.3K | $14.2M | -2.32%(-910) | $121.36(+237.37%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.46% | 28.3K | $13.6M | -12.21%(-3.94K) | $219.67(+120.36%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.26% | 43.4K | $12.8M | -10.87%(-5.30K) | $105.41(+184.51%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.81% | 38.3K | $11.0M | -12.05%(-5.25K) | $61.32(+547.66%) | 2026-03-31 | |
| RPRX | ROYALTY PHARMA PLC | 2.65% | 216.0K | $10.4M | -4.34%(-9.80K) | $27.26(+95.92%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 2.56% | 129.3K | $10.0M | -11.41%(-16.65K) | $47.20(+144.77%) | 2026-03-31 | |
| C | CITIGROUP INC | 2.45% | 84.7K | $9.6M | -9.51%(-8.90K) | $67.59(+84.66%) | 2026-03-31 | |
| CME | CME GROUP INC | 2.16% | 28.6K | $8.4M | -6.54%(-2.00K) | $193.41(+53.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.40% | +70.23% |
| Top 20 Holdings Unweighted | +19.20% | +69.38% |
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