Filed: 10/31/2025ACC: 0001172661-25-004520
📋 What this filing means
INLET PRIVATE WEALTH, LLC filed this quarterly 13F‑HR report disclosing 133 equity positions with a total reported market value of $443.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
133
Positions
$443.10M
Total AUM (reported)
4.83M
Total Shares
Allocation by class
COM$290.42M65.5%
COM NEW$26.04M5.9%
CL B NEW$16.96M3.8%
SPONSORED ADR$16.21M3.7%
SHS$14.20M3.2%
ORD SHS$14.08M3.2%
CAP STK CL C$11.37M2.6%
Portfolio Concentration
Top 3$59.06M13.3%
4–10$88.79M20.0%
11–25$112.16M25.3%
Rest$183.08M41.3%
Top 3 weight
13.3%
Top 10 weight
33.4%
Voting Authority Distribution
Total shares with voting rights: 4.83M
Sole
Full voting authority
4.83M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole133
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings133
Rows:
APPLE INC
SOLEShares84.59K
TypeSH
Market value$21.54M
4.86%
Sole
84.59K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares39.59K
TypeSH
Market value$20.51M
4.63%
Sole
39.59K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares22.03K
TypeSH
Market value$17.02M
3.84%
Sole
22.03K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares33.73K
TypeSH
Market value$16.96M
3.83%
Sole
33.73K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares50.49K
TypeSH
Market value$15.93M
3.59%
Sole
50.49K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares59.65K
TypeSH
Market value$14.08M
3.18%
Sole
59.65K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares46.68K
TypeSH
Market value$11.37M
2.57%
Sole
46.68K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares152.46K
TypeSH
Market value$10.43M
2.35%
Sole
152.46K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares99.63K
TypeSH
Market value$10.11M
2.28%
Sole
99.63K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares32.95K
TypeSH
Market value$9.91M
2.24%
Sole
32.95K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares39.88K
TypeSH
Market value$8.81M
1.99%
Sole
39.88K
Shared
0.00
None
0.00
ALTRIA GROUP INC
SOLEShares132.84K
TypeSH
Market value$8.78M
1.98%
Sole
132.84K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares31.91K
TypeSH
Market value$8.62M
1.95%
Sole
31.91K
Shared
0.00
None
0.00
SONY GROUP CORP
SOLEShares291.62K
TypeSH
Market value$8.40M
1.89%
Sole
291.62K
Shared
0.00
None
0.00
ROYALTY PHARMA PLC
SOLEShares235.15K
TypeSH
Market value$8.30M
1.87%
Sole
235.15K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares49.42K
TypeSH
Market value$8.22M
1.86%
Sole
49.42K
Shared
0.00
None
0.00
D R HORTON INC
SOLEShares47.36K
TypeSH
Market value$8.03M
1.81%
Sole
47.36K
Shared
0.00
None
0.00
BRITISH AMERN TOB PLC
SOLEShares147.13K
TypeSH
Market value$7.81M
1.76%
Sole
147.13K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares25.39K
TypeSH
Market value$7.14M
1.61%
Sole
25.39K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares134.55K
TypeSH
Market value$6.94M
1.57%
Sole
134.55K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares23.69K
TypeSH
Market value$6.69M
1.51%
Sole
23.69K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares26.17K
TypeSH
Market value$6.36M
1.44%
Sole
26.17K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares74.52K
TypeSH
Market value$6.25M
1.41%
Sole
74.52K
Shared
0.00
None
0.00
KONINKLIJKE PHILIPS N V
SOLEShares227.68K
TypeSH
Market value$6.21M
1.40%
Sole
227.68K
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares85.16K
TypeSH
Market value$5.62M
1.27%
Sole
85.16K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 84.59K | SH | $21.54M 4.86% | 84.59K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 39.59K | SH | $20.51M 4.63% | 39.59K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 22.03K | SH | $17.02M 3.84% | 22.03K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 33.73K | SH | $16.96M 3.83% | 33.73K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 50.49K | SH | $15.93M 3.59% | 50.49K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 59.65K | SH | $14.08M 3.18% | 59.65K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 46.68K | SH | $11.37M 2.57% | 46.68K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 152.46K | SH | $10.43M 2.35% | 152.46K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 99.63K | SH | $10.11M 2.28% | 99.63K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 32.95K | SH | $9.91M 2.24% | 32.95K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 39.88K | SH | $8.81M 1.99% | 39.88K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 132.84K | SH | $8.78M 1.98% | 132.84K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 31.91K | SH | $8.62M 1.95% | 31.91K | 0.00 | 0.00 |
SONY GROUP CORPSOLE | SPONSORED ADR | 291.62K | SH | $8.40M 1.89% | 291.62K | 0.00 | 0.00 |
ROYALTY PHARMA PLCSOLE | SHS CLASS A | 235.15K | SH | $8.30M 1.87% | 235.15K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 49.42K | SH | $8.22M 1.86% | 49.42K | 0.00 | 0.00 |
D R HORTON INCSOLE | COM | 47.36K | SH | $8.03M 1.81% | 47.36K | 0.00 | 0.00 |
BRITISH AMERN TOB PLCSOLE | SPONSORED ADR | 147.13K | SH | $7.81M 1.76% | 147.13K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 25.39K | SH | $7.14M 1.61% | 25.39K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 134.55K | SH | $6.94M 1.57% | 134.55K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 23.69K | SH | $6.69M 1.51% | 23.69K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 26.17K | SH | $6.36M 1.44% | 26.17K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 74.52K | SH | $6.25M 1.41% | 74.52K | 0.00 | 0.00 |
KONINKLIJKE PHILIPS N VSOLE | NY REGIS SHS NEW | 227.68K | SH | $6.21M 1.40% | 227.68K | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | COM | 85.16K | SH | $5.62M 1.27% | 85.16K | 0.00 | 0.00 |
Page 1 of 6
…