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Portfolio (Quarterly) Guide ↗

Inlet Private Wealth, LLC

· CIK 0001759751
13F Portfolio $392M AUM 128 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 22 Added 66 Reduced 7 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ACGL ARCH CAP GROUP LTD Financial Services 5,800.0 $557K 0.14% +170.0 +3.0% $95.99 -5.0%
22 IJH ISHARES TR 3,940.0 $266K 0.07% +60.0 +1.6% $67.53 +12.2%
Page 2 of 2  ·  22 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.8%
Healthcare 19.7%
Financial Services 16.6%
Industrials 11.3%
Consumer Defensive 9.2%
Consumer Cyclical 6.2%
Communication Services 5.0%
Energy 4.5%
Basic Materials 2.5%
Real Estate 0.3%