BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 T AT&T INC Communication Services 11,328.0 $328K 0.08% -2K -11.7% $28.99 -24.1%
62 VXUS VANGUARD STAR FDS 3,700.0 $285K 0.07% -62.0 -1.6% $77.11 +12.5%
63 PM PHILIP MORRIS INTL INC Consumer Defensive 1,613.0 $267K 0.07% -253.0 -13.6% $165.31 +7.9%
64 COF CAPITAL ONE FINL CORP Financial Services 1,287.0 $235K 0.06% -1K -44.3% $182.42 +10.5%
65 IVV ISHARES TR 359.0 $235K 0.06% -29.0 -7.5% $653.21 +14.8%
66 APLE APPLE HOSPITALITY REIT INC Real Estate 11,200.0 $129K 0.03% -2K -15.2% $11.51 +44.1%
Page 4 of 4  ·  66 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%