Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Inlet Private Wealth, Llc > Profile

Instuitional Investor - Inlet Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Inlet Private Wealth, Llc
Portfolio Value $411,329,156
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 65,930 $19,077,411 4.64%
2.
Microsoft Corp
 MSFT 37,772 $14,089,592 3.43%
3.
Cisco Systems Inc.
 CSCO 118,364 $13,903,068 3.38%
4.
Berkshire Hathaway Inc
 BRK-B 25,845 $12,932,749 3.14%
5.
Jpmorgan Chase & Co
 JPM 38,940 $12,746,165 3.1%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.