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Ted E. Furniss

Inlet Private Wealth, Llc

Assets Managed
$391.567M
Holdings
128
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
-9.17%(2Q avg: -5.93%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Inlet Private Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 128 positions.

Assets under management

The assets under management (AUM) of Inlet Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 391.567M in assets, with a quarterly growth rate of -9.17% and a 2-quarter average growth rate of -5.93%. The portfolio is managed by Ted E. Furniss, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -10.37%
4.76%
$18.636M
73,431 shares@ $253.79 avg price
MCK
Mckesson Corp
Recent Activity
Decreased -17.4%
3.91%
$15.275M
17,652 shares@ $865.36 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.32%
3.62%
$14.172M
38,285 shares@ $370.17 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -12.2%
3.47%
$13.562M
28,300 shares@ $479.21 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -10.87%
3.27%
$12.778M
43,440 shares@ $294.16 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -12.04%
2.81%
$10.996M
38,332 shares@ $286.87 avg price
RPRX
Royalty Pharma Plc- Cl A
Recent Activity
Decreased -4.34%
2.65%
$10.362M
216,000 shares@ $47.97 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -11.4%
2.57%
$10.033M
129,314 shares@ $77.6 avg price
C
Citigroup Inc
Recent Activity
Decreased -9.51%
2.46%
$9.604M
84,680 shares@ $113.42 avg price
CME
Cme Group Inc
Recent Activity
Decreased -6.53%
2.16%
$8.445M
28,592 shares@ $295.36 avg price

1-10 of 128