Filed: 1/21/2026ACC: 0001172661-26-000231
📋 What this filing means
INLET PRIVATE WEALTH, LLC filed this quarterly 13F‑HR report disclosing 131 equity positions with a total reported market value of $431.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
131
Positions
$431.12M
Total AUM (reported)
4.26M
Total Shares
Allocation by class
COM$284.19M65.9%
COM NEW$24.17M5.6%
CL B NEW$16.20M3.8%
SPONSORED ADR$15.08M3.5%
SHS$14.29M3.3%
CAP STK CL C$13.68M3.2%
ORD SHS$12.99M3.0%
Portfolio Concentration
Top 3$58.76M13.6%
4–10$90.58M21.0%
11–25$106.92M24.8%
Rest$174.86M40.6%
Top 3 weight
13.6%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 4.26M
Sole
Full voting authority
4.26M
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)
Sole131
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings131
Rows:
APPLE INC
SOLEShares81.93K
TypeSH
Market value$22.27M
5.17%
Sole
81.93K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares39.20K
TypeSH
Market value$18.96M
4.40%
Sole
39.20K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares21.37K
TypeSH
Market value$17.53M
4.07%
Sole
21.37K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares32.23K
TypeSH
Market value$16.20M
3.76%
Sole
32.23K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares48.74K
TypeSH
Market value$15.70M
3.64%
Sole
48.74K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares43.58K
TypeSH
Market value$13.68M
3.17%
Sole
43.58K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares47.19K
TypeSH
Market value$12.99M
3.01%
Sole
47.19K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares145.96K
TypeSH
Market value$11.24M
2.61%
Sole
145.96K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares93.58K
TypeSH
Market value$10.92M
2.53%
Sole
93.58K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares31.95K
TypeSH
Market value$9.84M
2.28%
Sole
31.95K
Shared
0.00
None
0.00
ROYALTY PHARMA PLC
SOLEShares225.80K
TypeSH
Market value$8.72M
2.02%
Sole
225.80K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares38.58K
TypeSH
Market value$8.48M
1.97%
Sole
38.58K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares30.59K
TypeSH
Market value$8.35M
1.94%
Sole
30.59K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares47.67K
TypeSH
Market value$8.15M
1.89%
Sole
47.67K
Shared
0.00
None
0.00
BRITISH AMERN TOB PLC
SOLEShares141.13K
TypeSH
Market value$7.99M
1.85%
Sole
141.13K
Shared
0.00
None
0.00
ALTRIA GROUP INC
SOLEShares126.86K
TypeSH
Market value$7.31M
1.70%
Sole
126.86K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares22.33K
TypeSH
Market value$7.31M
1.70%
Sole
22.33K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares69.41K
TypeSH
Market value$7.31M
1.69%
Sole
69.41K
Shared
0.00
None
0.00
SONY GROUP CORP
SOLEShares276.77K
TypeSH
Market value$7.09M
1.64%
Sole
276.77K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares22.57K
TypeSH
Market value$7.06M
1.64%
Sole
22.57K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares126.95K
TypeSH
Market value$6.98M
1.62%
Sole
126.95K
Shared
0.00
None
0.00
D R HORTON INC
SOLEShares46.30K
TypeSH
Market value$6.67M
1.55%
Sole
46.30K
Shared
0.00
None
0.00
ITURAN LOCATION AND CONTROL
SOLEShares132.77K
TypeSH
Market value$5.71M
1.32%
Sole
132.77K
Shared
0.00
None
0.00
KONINKLIJKE PHILIPS N V
SOLEShares181.53K
TypeSH
Market value$4.92M
1.14%
Sole
181.53K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares61.27K
TypeSH
Market value$4.86M
1.13%
Sole
61.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 81.93K | SH | $22.27M 5.17% | 81.93K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 39.20K | SH | $18.96M 4.40% | 39.20K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 21.37K | SH | $17.53M 4.07% | 21.37K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 32.23K | SH | $16.20M 3.76% | 32.23K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 48.74K | SH | $15.70M 3.64% | 48.74K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 43.58K | SH | $13.68M 3.17% | 43.58K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 47.19K | SH | $12.99M 3.01% | 47.19K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 145.96K | SH | $11.24M 2.61% | 145.96K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 93.58K | SH | $10.92M 2.53% | 93.58K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 31.95K | SH | $9.84M 2.28% | 31.95K | 0.00 | 0.00 |
ROYALTY PHARMA PLCSOLE | SHS CLASS A | 225.80K | SH | $8.72M 2.02% | 225.80K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 38.58K | SH | $8.48M 1.97% | 38.58K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 30.59K | SH | $8.35M 1.94% | 30.59K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 47.67K | SH | $8.15M 1.89% | 47.67K | 0.00 | 0.00 |
BRITISH AMERN TOB PLCSOLE | SPONSORED ADR | 141.13K | SH | $7.99M 1.85% | 141.13K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 126.86K | SH | $7.31M 1.70% | 126.86K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 22.33K | SH | $7.31M 1.70% | 22.33K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 69.41K | SH | $7.31M 1.69% | 69.41K | 0.00 | 0.00 |
SONY GROUP CORPSOLE | SPONSORED ADR | 276.77K | SH | $7.09M 1.64% | 276.77K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 22.57K | SH | $7.06M 1.64% | 22.57K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 126.95K | SH | $6.98M 1.62% | 126.95K | 0.00 | 0.00 |
D R HORTON INCSOLE | COM | 46.30K | SH | $6.67M 1.55% | 46.30K | 0.00 | 0.00 |
ITURAN LOCATION AND CONTROLSOLE | SHS | 132.77K | SH | $5.71M 1.32% | 132.77K | 0.00 | 0.00 |
KONINKLIJKE PHILIPS N VSOLE | NY REGIS SHS NEW | 181.53K | SH | $4.92M 1.14% | 181.53K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 61.27K | SH | $4.86M 1.13% | 61.27K | 0.00 | 0.00 |
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