Inlet Private Wealth, LLC
Top Portfolio Positions
120 positions ·
$427,302,345 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
12,271 | $51,664,834 | 12.09% | |
| AAPL |
Apple Inc.
Technology
|
73,431 | $18,636,053 | 4.36% | |
| MCK |
Mckesson Corp
Healthcare
|
17,652 | $15,275,334 | 3.57% | |
| MSFT |
Microsoft Corp
Technology
|
38,285 | $14,171,958 | 3.32% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
28,300 | $13,561,360 | 3.17% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
43,440 | $12,778,310 | 2.99% | |
| RPRX |
Royalty Pharma plc
Healthcare
|
216,000 | $10,361,520 | 2.42% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
129,314 | $10,033,473 | 2.35% | |
| C |
Citigroup Inc
Financial Services
|
84,680 | $9,603,558 | 2.25% | |
| CME |
Cme Group Inc.
Financial Services
|
28,592 | $8,444,647 | 1.98% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ARCO
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,125,826 | 378,888 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,819,939 | 384,188 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,780,919 | 411,988 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,912,104 | 369,088 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $398,067 | 49,388 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $315,864 | 43,388 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $230,103 | 26,388 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $237,492 | 26,388 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $293,434 | 26,388 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $249,630 | 26,388 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $273,603 | 26,693 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $205,803 | 26,693 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $226,815 | 27,131 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $197,784 | 27,131 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $224,408 | 33,295 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $360,915 | 44,393 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $258,811 | 44,393 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $628,638 | 122,781 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $781,574 | 130,917 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $684,416 | 134,463 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $677,017 | 134,596 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $592,843 | 144,596 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $597,913 | 142,700 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $476,618 | 142,700 | Shares | Sole | 2020-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||