Werlinich Asset Management, LLC

data from 30/09/2025

Capitalization

$ 201.276 M 9.87 %

Average holding period

13 ans

Performance

$ 100.131 M 75.48 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Werlinich Asset Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 20.03% 40.319 M $ 216095 2021/03/31 6.493 M $ 18.10 %
2025/09/30 JPM JPMORGAN CHASE & CO. 5.52% 11.102 M $ 35197 2021/03/31 898.227 K $ 8.80 %
2025/09/30 HUBB HUBBELL INC 5.28% 10.622 M $ 24684 2021/03/31 540.579 K $ 5.36 %
2025/09/30 UNP UNION PAC CORP 4.33% 8.709 M $ 36845 2021/03/31 231.126 K $ 2.73 %
2025/09/30 MSFT MICROSOFT CORP 3.86% 7.769 M $ 15000 2021/03/31 308.100 K $ 4.13 %
2025/09/30 LMT LOCKHEED MARTIN CORP 3.77% 7.583 M $ 15190 2021/03/31 546.280 K $ 7.79 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 3.20% 6.438 M $ 39792 2021/03/31 791.462 K $ 14.02 %
2025/09/30 BX BLACKSTONE INC 3.13% 6.302 M $ 36887 2021/03/31 782.991 K $ 14.22 %
2025/09/30 GLW CORNING INC 2.89% 5.820 M $ 70955 2021/03/31 2.089 M $ 55.98 %
2025/09/30 IRM IRON MTN INC DEL 2.62% 5.282 M $ 51812 2021/03/31 -32.641 K $ -0.61 %
2025/09/30 SRE SEMPRA 2.41% 4.841 M $ 53800 2021/03/31 800.023 K $ 18.75 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 2.18% 4.386 M $ 7198 2021/03/31 800.696 K $ 21.87 %
2025/09/30 RTX RTX CORPORATION 2.15% 4.328 M $ 25864 2021/03/31 551.161 K $ 14.59 %
2025/09/30 ABBV ABBVIE INC 2.04% 4.112 M $ 17760 2021/03/31 815.539 K $ 24.74 %
2025/09/30 NFLX NETFLIX INC 2.00% 4.022 M $ 3355 2021/03/31 -470.404 K $ -10.47 %
2025/09/30 AAPL APPLE INC 1.86% 3.744 M $ 14705 2021/03/31 727.309 K $ 24.11 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 1.78% 3.585 M $ 12214 2021/03/31 -178.114 K $ -4.83 %
2025/09/30 COST COSTCO WHSL CORP NEW 1.67% 3.358 M $ 3628 2021/03/31 -233.316 K $ -6.50 %
2025/09/30 MS MORGAN STANLEY 1.59% 3.190 M $ 20070 2023/12/31 363.266 K $ 12.85 %
2025/09/30 DELL DELL TECHNOLOGIES INC 1.49% 2.996 M $ 21136 2025/06/30 405.177 K $ 15.64 %
2025/09/30 GOOGL ALPHABET INC 1.45% 2.911 M $ 11976 2021/03/31 800.835 K $ 37.94 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.40% 2.826 M $ 15240 2021/03/31 484.822 K $ 21.39 %
2025/09/30 HON HONEYWELL INTL INC 1.39% 2.796 M $ 13283 2021/03/31 -295.035 K $ -9.61 %
2025/09/30 MRK MERCK & CO INC 1.20% 2.420 M $ 28835 2021/03/31 137.304 K $ 6.03 %
2025/09/30 PFE PFIZER INC 1.17% 2.365 M $ 92800 2021/03/31 116.932 K $ 5.12 %
2025/09/30 PSA PUBLIC STORAGE OPER CO 1.11% 2.240 M $ 7755 2023/09/30 -32.469 K $ -1.56 %
2025/09/30 VRT VERTIV HOLDINGS CO 1.03% 2.080 M $ 13785 2024/09/30 309.473 K $ 17.48 %
2025/09/30 ANET ARISTA NETWORKS INC 1.02% 2.060 M $ 14140 2024/12/31 613.676 K $ 42.42 %
2025/09/30 CAT CATERPILLAR INC 1.00% 2.012 M $ 4217 2021/03/31 375.059 K $ 22.91 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.96% 1.930 M $ 5660 2021/09/30 279.264 K $ 16.92 %
2025/09/30 ABT ABBOTT LABS 0.96% 1.925 M $ 14370 2021/03/31 -28.503 K $ -1.52 %
2025/09/30 ASML ASML HOLDING N V 0.94% 1.897 M $ 1960 2024/12/31 313.396 K $ 20.80 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.89% 1.788 M $ 10685 2025/03/31 470.887 K $ 35.76 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.87% 1.747 M $ 9085 2021/03/31 -242.084 K $ -12.99 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.84% 1.691 M $ 8304 2024/03/31 -8.470 K $ -0.50 %
2025/09/30 DLR DIGITAL RLTY TR INC 0.80% 1.618 M $ 9358 2023/06/30 -13.503 K $ -0.83 %
2025/09/30 WY WEYERHAEUSER CO MTN BE 0.79% 1.600 M $ 64535 2021/03/31 -58.081 K $ -3.50 %
2025/09/30 AMZN AMAZON COM INC 0.73% 1.471 M $ 6700 2021/03/31 1.206 K $ 0.08 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.64% 1.288 M $ 2627 2024/09/30 -49.729 K $ -3.72 %
2025/09/30 NSC NORFOLK SOUTHN CORP 0.61% 1.219 M $ 4059 2021/03/31 180.381 K $ 17.36 %
2025/09/30 WM WASTE MGMT INC DEL 0.51% 1.025 M $ 4640 2023/03/31 -35.076 K $ -3.49 %
2025/09/30 MA MASTERCARD INCORPORATED 0.46% 934.555 K $ 1643 2021/03/31 11.287 K $ 1.22 %
2025/09/30 HII HUNTINGTON INGALLS INDS INC 0.46% 931.389 K $ 3235 2021/03/31 150.265 K $ 19.24 %
2025/09/30 FTNT FORTINET INC 0.45% 911.007 K $ 10835 2023/09/30 -230.466 K $ -20.47 %
2025/09/30 CSX CSX CORP 0.44% 888.673 K $ 25026 2021/03/31 72.074 K $ 8.83 %
2025/09/30 HD HOME DEPOT INC 0.38% 755.274 K $ 1864 2022/06/30 71.857 K $ 10.51 %
2025/09/30 CARR CARRIER GLOBAL CORPORATION 0.37% 753.593 K $ 12623 2021/03/31 -170.284 K $ -18.43 %
2025/09/30 OTIS OTIS WORLDWIDE CORP 0.33% 654.182 K $ 7155 2021/03/31 -54.306 K $ -7.67 %
2025/09/30 ORCL ORACLE CORP 0.32% 653.883 K $ 2325 2022/12/31 145.568 K $ 28.64 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.30% 605.711 K $ 2221 2022/09/30 -20.510 K $ -3.31 %
2025/09/30 PAYX PAYCHEX INC 0.30% 595.772 K $ 4700 2021/03/31 -86.487 K $ -12.86 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 0.29% 583.333 K $ 1910 2021/03/31 104.228 K $ 21.75 %
2025/09/30 AWK AMERICAN WTR WKS CO INC NEW 0.28% 562.884 K $ 4044 2023/06/30 317.000 $ 0.06 %
2025/09/30 DGX QUEST DIAGNOSTICS INC 0.28% 554.588 K $ 2910 2021/03/31 31.864 K $ 6.10 %
2025/09/30 TTD THE TRADE DESK INC 0.27% 551.608 K $ 11255 2025/06/30 -278.172 K $ -31.92 %
2025/09/30 ZTS ZOETIS INC 0.24% 489.148 K $ 3343 2024/06/30 -29.592 K $ -6.18 %
2025/09/30 S SENTINELONE INC 0.18% 360.389 K $ 20465 2025/09/30 0.000 $ 0.00 %
2025/09/30 CRM SALESFORCE INC 0.18% 359.055 K $ 1515 2023/03/31 -41.685 K $ -13.09 %
2025/09/30 LIN LINDE PLC 0.13% 253.206 K $ 1340 2025/09/30 0.000 $ 0.00 %
2025/09/30 DHR DANAHER CORPORATION 0.11% 230.973 K $ 1165 2025/06/30 766.000 $ 0.36 %
2025/09/30 RCAT RED CAT HLDGS INC 0.11% 228.321 K $ 22060 2025/09/30 0.000 $ 0.00 %
2025/09/30 XOM EXXON MOBIL CORP 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 LDOS LEIDOS HOLDINGS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %