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 SONY
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,597,776 | 270,424 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,085,414 | 276,774 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $8,395,854 | 291,624 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $7,513,559 | 288,650 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,335,171 | 288,900 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,113,124 | 288,900 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,176,222 | 60,900 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,033,841 | 60,850 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,053,573 | 61,440 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,163,550 | 61,440 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,064,572 | 64,590 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,164,307 | 64,655 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,170,382 | 64,555 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $992,479 | 65,055 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $836,608 | 65,309 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,068,684 | 65,347 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,342,255 | 65,342 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,598,808 | 63,244 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,419,382 | 64,179 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,250,813 | 64,329 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,363,394 | 64,305 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,346,753 | 66,605 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,026,915 | 66,900 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $955,376 | 69,100 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $817,867 | 69,100 | Shares | Sole | 2020-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||