Werlinich Asset Management, LLC

CIK: 0002000493SEC EDGAR →

Portfolio Value

$202.9M

Holdings

59

As of

Q4 2025

New Positions

3

Closed Positions

2

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NVIDIA CORPORATION

215,795$40.5M
19.94%
2

JPMORGAN CHASE & CO.

35,235$11.4M
5.61%
3

HUBBELL INC

24,184$10.8M
5.32%
4

UNION PAC CORP

36,910$8.6M
4.24%
5

ADVANCED MICRO DEVICES INC

39,725$8.6M
4.21%
6

LOCKHEED MARTIN CORP

15,240$7.4M
3.66%
7

MICROSOFT CORP

14,525$7.1M
3.49%
8

CORNING INC

70,905$6.3M
3.10%
9

BLACKSTONE INC

37,128$5.7M
2.83%
10

SEMPRA

53,800$4.8M
2.36%

Quarterly Changes

Top Buys

IRM↑ Increased
$956K
NFLX↑ Increased
$876K
ARCCNEW
$771K
BX↑ Increased
$556K
FIGRNEW
$540K

Top Sells

AMD↓ Decreased
$2.1M
WYCLOSED
$1.6M
MSFT↓ Decreased
$689K
APDCLOSED
$606K
TTDCLOSED
$552K

New Positions (5)

$771K · 38K shares
$540K · 13K shares
$463K · 6K shares
$458K · 9K shares
$402K · 7K shares

Closed Positions (7)

$1.6M · 65K shares
$606K · 2K shares
$552K · 11K shares
$489K · 3K shares
$360K · 20K shares
$359K · 2K shares
$228K · 22K shares

Sector Breakdown

Sector# HoldingsValue%
Technology13$80.4M39.6%
Industrials20$56.0M27.6%
Financial Services5$19.4M9.6%
Healthcare7$15.4M7.6%
Real Estate3$8.1M4.0%
Communication Services2$6.9M3.4%
Unknown3$5.8M2.9%
Utilities1$4.8M2.4%
Consumer Defensive1$3.1M1.5%
Consumer Cyclical2$2.4M1.2%
Basic Materials2$703K0.3%