StockDriftsStockDriftsTop 50 Inlet Private Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.64% | 65.9K | $19.1M | -10.22%(-7.50K) | $48.81(+525.62%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.43% | 37.8K | $14.1M | -1.34%(-513) | $121.36(+300.52%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 3.38% | 118.4K | $13.9M | -8.47%(-10.95K) | $47.20(+140.57%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.14% | 25.8K | $12.9M | -8.67%(-2.46K) | $219.67(+128.22%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.1% | 38.9K | $12.7M | -10.36%(-4.50K) | $105.41(+245.99%) | 2026-06-30 | |
| RPRX | ROYALTY PHARMA PLC | 2.88% | 211.2K | $11.8M | -2.25%(-4.85K) | $27.26(+117.20%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.85% | 33.2K | $11.7M | -13.44%(-5.15K) | $61.32(+458.76%) | 2026-06-30 | |
| MCK | MCKESSON CORP | 2.8% | 15.3K | $11.5M | -13.54%(-2.39K) | $121.53(+619.95%) | 2026-06-30 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 2.75% | 11.7K | $11.3M | -29.90%(-5.00K) | $54.03(+1749.59%) | 2026-06-30 | |
| C | CITIGROUP INC | 2.75% | 80.7K | $11.3M | -4.72%(-4.00K) | $67.59(+107.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.84% | +80.88% | +15.53% | +105.77% |
| Top 20 Holdings Unweighted | +22.59% | +84.22% | +14.26% | +94.76% |
Inlet Private Wealth, LLC reports $411.33M in US-listed equity holdings across 133 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.6%), MSFT (3.4%) and CSCO (3.4%). The top 20 holdings account for 51% of reported assets. Its disclosed equity book has returned +80.88% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Inlet Private Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1759751). View Inlet Private Wealth, LLC’s 13F filings on SEC