The Analysis of INKWELL CAPITAL LLC's Holdings


Currently, INKWELL CAPITAL LLC holds 29 types of securities in its portfolio with a total value $98.1M. In the most recent quarter, they have increased their positions in IEFA (+25.0K shares, valued at $2.2M), VXUS (+29.5K shares, valued at $2.2M), UNH (+2.7K shares, valued at $928.2K); decreased their positions in META (-1.5K shares, valued at $1.1M), GOOGL (-415 shares, valued at $100.9K), RSP (-528 shares, valued at $100.2K); initiated new positions in IEFA (+25.0K shares, valued at $2.2M), VXUS (+29.5K shares, valued at $2.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW14.3K shares-1.16%2025-09-302025-11-10history
GOOGL ALPHABET INC CAP STK CL A28.7K shares-1.43%2025-09-302025-11-10history
RSP INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT30.1K shares-1.72%2025-09-302025-11-10history
MKL MARKEL GROUP INC COM2.6K shares-1.35%2025-09-302025-11-10history
MA MASTERCARD INCORPORATED CL A7.7K shares-1.63%2025-09-302025-11-10history
AMZN AMAZON COM INC COM19.3K shares-1.68%2025-09-302025-11-10history
DG DOLLAR GEN CORP NEW COM40.2K shares-1.14%2025-09-302025-11-10history
DIS DISNEY WALT CO COM35.5K shares-1.15%2025-09-302025-11-10history
Sponsored
NSC NORFOLK SOUTHN CORP COM12.0K shares-1.24%2025-09-302025-11-10history
SCHW SCHWAB CHARLES CORP COM37.3K shares-1.19%2025-09-302025-11-10history
HSY HERSHEY CO COM18.7K shares-1.14%2025-09-302025-11-10history
AAPL APPLE INC COM13.7K shares-1.29%2025-09-302025-11-10history
NKE NIKE INC CL B49.1K shares-1.14%2025-09-302025-11-10history
META META PLATFORMS INC CL A4.6K shares-25.07%2025-09-302025-11-10history
XOM EXXON MOBIL CORP COM29.0K shares-1.39%2025-09-302025-11-10history
MCO MOODYS CORP COM6.7K shares-1.63%2025-09-302025-11-10history
Sponsored
QSR RESTAURANT BRANDS INTL INC COM50.0K shares-1.58%2025-09-302025-11-10history
SBUX STARBUCKS CORP COM37.8K shares-1.22%2025-09-302025-11-10history
KMX CARMAX INC COM64.5K shares35.22%2025-09-302025-11-10history
BLDR BUILDERS FIRSTSOURCE INC COM23.0K shares-1.16%2025-09-302025-11-10history
OXY OCCIDENTAL PETE CORP COM58.5K shares-1.13%2025-09-302025-11-10history
UHAL.B U HAUL HOLDING COMPANY COM SER N49.9K shares-1.02%2025-09-302025-11-10history
UNH UNITEDHEALTH GROUP INC COM6.9K shares63.86%2025-09-302025-11-10history
AXP AMERICAN EXPRESS CO COM6.6K shares0.00%2025-09-302025-11-10history
Sponsored
IEFA ISHARES TR CORE MSCI EAFE25.0K sharesnew addition2025-09-302025-11-10history
VXUS VANGUARD STAR FDS VG TL INTL STK F29.5K sharesnew addition2025-09-302025-11-10history
MSFT MICROSOFT CORP COM2.5K shares-0.28%2025-09-302025-11-10history
ELV ELEVANCE HEALTH INC COM3.3K shares-1.71%2025-09-302025-11-10history
WFC-PL WELLS FARGO CO NEW PERP PFD CNV A195 shares5.41%2025-09-302025-11-10history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available