Filed: 5/13/2026ACC: 0001172661-26-001766
📋 What this filing means
INLET PRIVATE WEALTH, LLC filed this quarterly 13F‑HR report disclosing 128 equity positions with a total reported market value of $391.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
128
Positions
$391.57M
Total AUM (reported)
4.14M
Total Shares
Allocation by class
COM$265.14M67.7%
COM NEW$20.53M5.2%
CL B NEW$13.56M3.5%
SPONSORED ADR$13.42M3.4%
SHS$12.07M3.1%
CAP STK CL C$11.00M2.8%
SHS CLASS A$10.36M2.6%
Portfolio Concentration
Top 3$48.08M12.3%
4–10$75.78M19.4%
11–25$99.71M25.5%
Rest$168.00M42.9%
Top 3 weight
12.3%
Top 10 weight
31.6%
Voting Authority Distribution
Total shares with voting rights: 4.14M
Sole
Full voting authority
4.14M
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)
Sole128
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings128
Rows:
APPLE INC
SOLEShares73.43K
TypeSH
Market value$18.64M
4.76%
Sole
73.43K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares17.65K
TypeSH
Market value$15.28M
3.90%
Sole
17.65K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares38.28K
TypeSH
Market value$14.17M
3.62%
Sole
38.28K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares28.30K
TypeSH
Market value$13.56M
3.46%
Sole
28.30K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares43.44K
TypeSH
Market value$12.78M
3.26%
Sole
43.44K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares38.33K
TypeSH
Market value$11.00M
2.81%
Sole
38.33K
Shared
0.00
None
0.00
ROYALTY PHARMA PLC
SOLEShares216K
TypeSH
Market value$10.36M
2.65%
Sole
216K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares129.31K
TypeSH
Market value$10.03M
2.56%
Sole
129.31K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares84.68K
TypeSH
Market value$9.60M
2.45%
Sole
84.68K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares28.59K
TypeSH
Market value$8.44M
2.16%
Sole
28.59K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares35.23K
TypeSH
Market value$8.10M
2.07%
Sole
35.23K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares27.97K
TypeSH
Market value$7.94M
2.03%
Sole
27.97K
Shared
0.00
None
0.00
BRITISH AMERN TOB PLC
SOLEShares133.82K
TypeSH
Market value$7.82M
2.00%
Sole
133.82K
Shared
0.00
None
0.00
ALTRIA GROUP INC
SOLEShares118.16K
TypeSH
Market value$7.80M
1.99%
Sole
118.16K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares20.39K
TypeSH
Market value$7.18M
1.83%
Sole
20.39K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares59.41K
TypeSH
Market value$7.15M
1.83%
Sole
59.41K
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares102.77K
TypeSH
Market value$6.79M
1.74%
Sole
102.77K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares16.72K
TypeSH
Market value$6.55M
1.67%
Sole
16.72K
Shared
0.00
None
0.00
DAVITA INC
SOLEShares40.50K
TypeSH
Market value$6.22M
1.59%
Sole
40.50K
Shared
0.00
None
0.00
ITURAN LOCATION AND CONTROL
SOLEShares125.37K
TypeSH
Market value$6.14M
1.57%
Sole
125.37K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares118.92K
TypeSH
Market value$5.80M
1.48%
Sole
118.92K
Shared
0.00
None
0.00
D R HORTON INC
SOLEShares40.80K
TypeSH
Market value$5.60M
1.43%
Sole
40.80K
Shared
0.00
None
0.00
SONY GROUP CORP
SOLEShares270.42K
TypeSH
Market value$5.60M
1.43%
Sole
270.42K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares19.44K
TypeSH
Market value$5.59M
1.43%
Sole
19.44K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares42.18K
TypeSH
Market value$5.43M
1.39%
Sole
42.18K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 73.43K | SH | $18.64M 4.76% | 73.43K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 17.65K | SH | $15.28M 3.90% | 17.65K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 38.28K | SH | $14.17M 3.62% | 38.28K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 28.30K | SH | $13.56M 3.46% | 28.30K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 43.44K | SH | $12.78M 3.26% | 43.44K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 38.33K | SH | $11.00M 2.81% | 38.33K | 0.00 | 0.00 |
ROYALTY PHARMA PLCSOLE | SHS CLASS A | 216K | SH | $10.36M 2.65% | 216K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 129.31K | SH | $10.03M 2.56% | 129.31K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 84.68K | SH | $9.60M 2.45% | 84.68K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 28.59K | SH | $8.44M 2.16% | 28.59K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 35.23K | SH | $8.10M 2.07% | 35.23K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 27.97K | SH | $7.94M 2.03% | 27.97K | 0.00 | 0.00 |
BRITISH AMERN TOB PLCSOLE | SPONSORED ADR | 133.82K | SH | $7.82M 2.00% | 133.82K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 118.16K | SH | $7.80M 1.99% | 118.16K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 20.39K | SH | $7.18M 1.83% | 20.39K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 59.41K | SH | $7.15M 1.83% | 59.41K | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 102.77K | SH | $6.79M 1.74% | 102.77K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 16.72K | SH | $6.55M 1.67% | 16.72K | 0.00 | 0.00 |
DAVITA INCSOLE | COM | 40.50K | SH | $6.22M 1.59% | 40.50K | 0.00 | 0.00 |
ITURAN LOCATION AND CONTROLSOLE | SHS | 125.37K | SH | $6.14M 1.57% | 125.37K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 118.92K | SH | $5.80M 1.48% | 118.92K | 0.00 | 0.00 |
D R HORTON INCSOLE | COM | 40.80K | SH | $5.60M 1.43% | 40.80K | 0.00 | 0.00 |
SONY GROUP CORPSOLE | SPONSORED ADR | 270.42K | SH | $5.60M 1.43% | 270.42K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 19.44K | SH | $5.59M 1.43% | 19.44K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 42.18K | SH | $5.43M 1.39% | 42.18K | 0.00 | 0.00 |
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