Inlet Private Wealth, LLC
•CIK: 1759751•Filing: Q4 2025
**Inlet Private Wealth, LLC** manages $431M across a portfolio of 131 positions, exhibiting a concentrated, large-cap tilt. Top holdings reveal significant allocations to technology and financials, notably AAPL at $22.3M and MSFT at $19.0M. The fund maintains substantial exposure to established blue-chip names, including MCK ($17.5M) and BRK/B ($16.2M). This structure suggests a disciplined, value-oriented approach within major market sectors.
Total AUM
$431.1M
QoQ Performance
-2.7%
Positions
127
Top 10 Concentration
34.6%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL5.2%
MSFT4.4%
MCK4.1%
BRK/B3.8%
JPM3.6%
GOOG3.2%
STX3.0%
CSCO2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other48.9%
Technology21.8%
Financial12.7%
Healthcare7.3%
Industrial3.7%
Consumer2.5%
Consumer Staples2.2%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW8 new positions
↑11 increased
↓76 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023