Werlinich Asset Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 6, 2026, for the 2025 Q4 period, Werlinich Asset Management, LLC held in its portfolio 59 assets valued at $202,944,757 (i.e. $202.95M).

The most valuable assets in the portfolio included: NVIDIA CORPORATION ($40.47M), JPMORGAN CHASE & CO. ($11.40M), and HUBBELL INC ($10.80M).

The chart below shows the top 10 valuable assets, and the table below shows the top 59 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Werlinich Asset Management, LLC Portfolio
NVIDIA CORPORATION
JPMORGAN CHASE & CO.
HUBBELL INC
UNION PAC CORP
ADVANCED MICRO DEVICES INC
LOCKHEED MARTIN CORP
MICROSOFT CORP
CORNING INC
BLACKSTONE INC
SEMPRA
Werlinich Asset Management, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
NVIDIA CORPORATION 215795 40470194 COM
JPMORGAN CHASE & CO. 35235 11395704 COM
HUBBELL INC 24184 10800816 COM
UNION PAC CORP 36910 8602245 COM
ADVANCED MICRO DEVICES INC 39725 8554382 COM
LOCKHEED MARTIN CORP 15240 7437120 COM
MICROSOFT CORP 14525 7080647 COM
CORNING INC 70905 6300618 COM
BLACKSTONE INC 37128 5746672 COM
SEMPRA 53800 4793042 COM
RTX CORPORATION 25864 4759235 COM
IRON MTN INC DEL 51907 4326951 COM
NORTHROP GRUMMAN CORP 7198 4135755 COM
ABBVIE INC 17860 4103156 COM
APPLE INC 14680 4008814 COM
ALPHABET INC 11976 3758668 CAP STK CL A
MORGAN STANLEY 20070 3594136 COM NEW
AUTOMATIC DATA PROCESSING IN 12982 3369218 COM
JOHNSON & JOHNSON 15240 3153308 COM
NETFLIX INC 33550 3146319 COM
COSTCO WHSL CORP NEW 3624 3137116 COM
MICRON TECHNOLOGY INC 10685 3126752 COM
MERCK & CO INC 28835 3058240 COM
DELL TECHNOLOGIES INC 21173 2708450 CL C
HONEYWELL INTL INC 13373 2625922 COM
CATERPILLAR INC 4217 2434854 COM
PFIZER INC 91100 2276589 COM
VERTIV HOLDINGS CO 13785 2265459 COM CL A
ASML HOLDING N V 1960 2101394 N Y REGISTRY SHS
ABBOTT LABS 15645 1967828 COM
GENERAL DYNAMICS CORP 5660 1921400 COM
AMERICAN TOWER CORP NEW 10650 1882068 COM
ARISTA NETWORKS INC 14185 1878661 COM SHS
PUBLIC STORAGE OPER CO 7087 1850628 COM
DIGITAL RLTY TR INC 10595 1656952 COM
PALO ALTO NETWORKS INC 8407 1570848 COM
AMAZON COM INC 6700 1557951 COM
CROWDSTRIKE HLDGS INC 2627 1249480 CL A
WASTE MGMT INC DEL 5388 1196783 COM
NORFOLK SOUTHN CORP 4059 1177556 COM
HUNTINGTON INGALLS INDS INC 3235 1106305 COM
MASTERCARD INCORPORATED 1643 948701 CL A
CSX CORP 25026 911447 COM
FORTINET INC 11160 896260 COM
HOME DEPOT INC 2329 806649 COM
ARES CAPITAL CORP 38030 771629 COM
CARRIER GLOBAL CORPORATION 12698 678454 COM
OTIS WORLDWIDE CORP 7175 631472 COM
L3HARRIS TECHNOLOGIES INC 1910 564348 COM
FIGURE TECHNOLOGY SOLUTIO 12965 540381 COM CL A
AMERICAN WTR WKS CO INC NEW 4109 538813 COM
PAYCHEX INC 4750 538602 COM
QUEST DIAGNOSTICS INC 3030 531735 COM
KRATOS DEFENSE & SEC SOLUTIO 6095 463098 COM NEW
ORACLE CORP 2325 458513 COM
SOLSTICE ADVANCED MATLS INC 9375 458062 COM SHS
SYMBOTIC INC 6683 402784 CLASS A COM
DANAHER CORPORATION 1170 269884 COM
LINDE PLC 1340 245689 SHS