Institutions / Inlet Private Wealth, LLC / Activity
Activity — Inlet Private Wealth, LLC
27 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | Booking Holdings Inc Common stock | $2.85M | +16K +11351.06% | 16,146 0.70% of portfolio | low |
| Q2 2026 as of | Add | Copart Inc Common stock | $1.02M | +36K +53.61% | 103,450 0.71% of portfolio | low |
| Q2 2026 as of | Add | Becton Dickinson & Co Common stock | $780.9K | +5K +22.81% | 27,780 1.02% of portfolio | low |
| Q2 2026 as of | Add | J M SMUCKER Co Common stock | $768.9K | +7K +66.07% | 17,180 0.47% of portfolio | low |
| Q2 2026 as of | Add | Vitesse Energy, Inc. Common stock | $678.1K | +43K +92.97% | 89,250 0.34% of portfolio | low |
| Q2 2026 as of | Add | SS&C Technologies Holdings, Inc. Common stock | $566.8K | +9K +60.54% | 24,225 0.37% of portfolio | low |
| Q2 2026 as of | Add | Kla Corp Common stock | $564.0K | +2K +898.56% | 2,077 0.15% of portfolio | low |
| Q2 2026 as of | Add | General Dynamics Corp Common stock | $426.5K | +1K +29.44% | 5,293 0.46% of portfolio | low |
| Q2 2026 as of | Add | Fiserv Inc Common stock | $356.1K | +7K +11.93% | 68,095 0.81% of portfolio | low |
| Q2 2026 as of | Add | Eagle Materials Inc Common stock | $331.9K | +1K +35.98% | 5,575 0.30% of portfolio | low |
| Q2 2026 as of | Add | Flex Ltd. Common stock | $297.4K | +2K +2.92% | 64,605 2.55% of portfolio | low |
| Q2 2026 as of | Add | 25243Q205 Common stock | $221.4K | +3K +18.49% | 17,656 0.35% of portfolio | low |
| Q2 2026 as of | Add | Pultegroup INC/MI Common stock | $205.5K | +1K +10.90% | 15,240 0.51% of portfolio | low |
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $184.7K | +775 +8.15% | 10,280 0.60% of portfolio | low |
| Q2 2026 as of | Add | Textron Inc Common stock | $165.1K | +2K +5.23% | 36,215 0.81% of portfolio | low |
| Q2 2026 as of | Add | Chubb Ltd Common stock | $153.3K | +450 +3.32% | 14,024 1.16% of portfolio | low |
| Q2 2026 as of | Add | Chevron Corp Common stock | $150.0K | +905 +6.20% | 15,511 0.63% of portfolio | low |
| Q2 2026 as of | Add | Hp Inc Common stock | $111.0K | +5K +6.53% | 82,450 0.44% of portfolio | low |
| Q2 2026 as of | Add | 500472303 Common stock | $102.3K | +4K +2.07% | 185,291 1.22% of portfolio | low |
| Q2 2026 as of | Add | Markel Group Inc Common stock | $95.7K | +49 +15.96% | 356 0.17% of portfolio | low |
| Q2 2026 as of | Add | Davita Inc. Common stock | $87.9K | +395 +0.99% | 40,475 2.19% of portfolio | low |
| Q2 2026 as of | Add | AT&T Inc. Common stock | $76.6K | +4K +28.84% | 16,528 0.08% of portfolio | low |
| Q2 2026 as of | Add | Lockheed Martin Corp Common stock | $50.9K | +100 +4.53% | 2,306 0.29% of portfolio | low |
| Q2 2026 as of | Add | 46137V357 Common stock | $26.2K | +123 +3.30% | 3,851 0.20% of portfolio | low |
| Q2 2026 as of | Add | Molson Coors Beverage Co Common stock | $23.2K | +596 +2.99% | 20,550 0.19% of portfolio | low |
| Q2 2026 as of | Add | Coca Cola Co Common stock | $8.1K | +100 +1.10% | 9,163 0.18% of portfolio | low |
| Q2 2026 as of | Add | Autozone Inc Common stock | $3.2K | +1 +1.49% | 68 0.05% of portfolio | low |