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Filers›Pension Fund›Inlet Private Wealth, LLC
DOSSIER · 13F-HR · Q1 2026

Inlet Private Wealth, LLC

Inlet Private Wealth's pension fund based in New York, NY — $392M in tracked AUM across 128 positions as of Q1 2026.

IP
Inlet Private Wealth·New York, NY·Pension Fund
CIK 0001759751 · last filed Mar 31, 2026
Total AUM
$392M
▼ 17.6%
vs prior
Holdings
128
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Tech
35% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Inlet Private Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$19M73K4.8%
02
MCK
MCKESSON CORP
$15M18K3.9%
03
MSFT
MICROSOFT CORP
$14M38K3.6%
04
BRK/B
BERKSHIRE HATHAWAY INC DEL
$14M28K3.5%
05
JPM
JPMORGAN CHASE & CO
$13M43K3.3%
06
GOOG
ALPHABET INC
$11M38K2.8%
07
G7709Q104
ROYALTY PHARMA PLC
$10M216K2.6%
08
CSCO
CISCO SYS INC
$10M129K2.6%
09
C
CITIGROUP INC
$10M85K2.5%
10
CME
CME GROUP INC
$8M29K2.2%

Filing history

Filing history loading…
AI Agent · grounded in Inlet
haiku-4-5 · 128 positions indexed
Sector mix
  • Tech35%
  • Financials19%
  • Health Care4%
  • Communications22%
  • Energy8%
  • Other12%
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