Titelia

Holdings of Inlet Private Wealth, LLC

113 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 35.8 % of the equity sleeve

Sector breakdown

  • Financials 20.5 %
  • Technology 18.4 %
  • Health care 13.8 %
  • Industrials 9.6 %
  • Consumer staples 8.5 %
  • Communication 7.0 %
  • Consumer discretionary 6.1 %
  • Energy 1.5 %
  • Materials 1.4 %
  • Funds 0.4 %
  • Unattributed 12.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 95.9 %
  • GB 2.6 %
  • NL 1.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US110325.5M $95.90 %
2GB28.9M $2.62 %
3NL15M $1.48 %

Positions

RankCompanySharesValueWeight
101ConocoPhillips 2,106278K $
102Philip Morris International Inc. 1,613266.6K $
103iShares Core S&P Mid-Cap ETF 3,940266.1K $
104Analog Devices Inc 819260.6K $
105Caterpillar Inc 352249.1K $
106State Street SPDR S&P 500 ETF Trust 377245.2K $
107Capital One Financial Corp 1,287234.8K $
108iShares Core S&P 500 ETF 359234.5K $
109GE Vernova Inc 261227.8K $
110AutoZone Inc 67227.6K $
111NVIDIA Corp 1,248217.7K $
112Apple Hospitality REIT Inc 11,200128.9K $
113DYADIC INTERNATIONAL INC DEL 30,00024.6K $