Long-term investor
Inlet Private Wealth, LLC @inletprivatewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001759751).
Record
- Tracked since 2025-06-30 (448 days), 78 trades recorded
- Returns: week n/a · month n/a · 90 days +8.1% · 6 months n/a · 1 year +19.2% · all +19.2%
- Max drawdown n/a · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.6% · long · since 2025-06-30
- MSFT · 3.4% · long · since 2025-06-30
- CSCO · 3.4% · long · since 2025-06-30
- BRK-B · 3.1% · long · since 2025-06-30
- JPM · 3.1% · long · since 2025-06-30
- RPRX · 2.9% · long · since 2025-06-30
- 02079K107 · 2.9% · long · since 2025-06-30
- MCK · 2.8% · long · since 2025-06-30
- STX · 2.8% · long · since 2025-06-30
- C · 2.7% · long · since 2025-06-30
- FLEX · 2.5% · long · since 2025-06-30
- DVA · 2.2% · long · since 2025-06-30