WERLINICH ASSET MANAGEMENT, LLC

PrivateCIK: 2000493
Location

STAMFORD, CT

58
Positions
$261.67M
Total AUM (reported)
1.27M
Total Shares

Allocation by class

TOTAL AUM$261.67M58 positions
COM$226.45M86.5%
CL C$9.62M3.7%
COM CL A$5.85M2.2%
COM NEW$5.07M1.9%
CAP STK CL A$4.24M1.6%
N Y REGISTRY SHS$3.90M1.5%
COM SHS$3.24M1.2%

Portfolio Concentration

Top 331.4%4–1026.7%11–2524.5%Rest17.4%TOP 1058.1%0%100%
Top 3$82.19M31.4%
4–10$69.93M26.7%
11–25$64.08M24.5%
Rest$45.48M17.4%

Top 3 weight

31.4%

Top 10 weight

58.1%

Voting Authority Distribution

Total shares with voting rights: 1.27M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.27M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole58
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings58
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares205.57K
TypeSH
Market value$41.13M
15.72%
Sole
0.00
Shared
0.00
None
205.57K

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares39.51K
TypeSH
Market value$22.95M
8.77%
Sole
0.00
Shared
0.00
None
39.51K

CORNING INC

SOLE
COM
Shares70.88K
TypeSH
Market value$18.10M
6.92%
Sole
0.00
Shared
0.00
None
70.88K

MICRON TECHNOLOGY INC

SOLE
COM
Shares10.60K
TypeSH
Market value$12.24M
4.68%
Sole
0.00
Shared
0.00
None
10.60K

HUBBELL INC

SOLE
COM
Shares23.18K
TypeSH
Market value$12.13M
4.64%
Sole
0.00
Shared
0.00
None
23.18K

JPMORGAN CHASE & CO

SOLE
COM
Shares35.26K
TypeSH
Market value$11.54M
4.41%
Sole
0.00
Shared
0.00
None
35.26K

UNION PAC CORP

SOLE
COM
Shares37.03K
TypeSH
Market value$10.07M
3.85%
Sole
0.00
Shared
0.00
None
37.03K

DELL TECHNOLOGIES INC

SOLE
CL C
Shares22.29K
TypeSH
Market value$9.62M
3.68%
Sole
0.00
Shared
0.00
None
22.29K

LOCKHEED MARTIN CORP

SOLE
COM
Shares15.24K
TypeSH
Market value$7.76M
2.97%
Sole
0.00
Shared
0.00
None
15.24K

IRON MTN INC DEL

SOLE
COM
Shares51.98K
TypeSH
Market value$6.57M
2.51%
Sole
0.00
Shared
0.00
None
51.98K

MICROSOFT CORP

SOLE
COM
Shares14.63K
TypeSH
Market value$5.46M
2.09%
Sole
0.00
Shared
0.00
None
14.63K

RTX CORPORATION

SOLE
COM
Shares25.91K
TypeSH
Market value$4.92M
1.88%
Sole
0.00
Shared
0.00
None
25.91K

ABBVIE INC

SOLE
COM
Shares18.54K
TypeSH
Market value$4.66M
1.78%
Sole
0.00
Shared
0.00
None
18.54K

VERTIV HOLDINGS CO

SOLE
COM CL A
Shares13.76K
TypeSH
Market value$4.61M
1.76%
Sole
0.00
Shared
0.00
None
13.76K

CATERPILLAR INC

SOLE
COM
Shares4.22K
TypeSH
Market value$4.49M
1.72%
Sole
0.00
Shared
0.00
None
4.22K

SEMPRA

SOLE
COM
Shares47.80K
TypeSH
Market value$4.43M
1.69%
Sole
0.00
Shared
0.00
None
47.80K

BLACKSTONE INC

SOLE
COM
Shares37.34K
TypeSH
Market value$4.39M
1.68%
Sole
0.00
Shared
0.00
None
37.34K

ALPHABET INC

SOLE
CAP STK CL A
Shares11.88K
TypeSH
Market value$4.24M
1.62%
Sole
0.00
Shared
0.00
None
11.88K

APPLE INC

SOLE
COM
Shares14.58K
TypeSH
Market value$4.22M
1.61%
Sole
0.00
Shared
0.00
None
14.58K

MORGAN STANLEY

SOLE
COM NEW
Shares20.10K
TypeSH
Market value$4.20M
1.61%
Sole
0.00
Shared
0.00
None
20.10K

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares1.96K
TypeSH
Market value$3.90M
1.49%
Sole
0.00
Shared
0.00
None
1.96K

JOHNSON & JOHNSON

SOLE
COM
Shares15.24K
TypeSH
Market value$3.87M
1.48%
Sole
0.00
Shared
0.00
None
15.24K

MERCK & CO INC

SOLE
COM
Shares28.84K
TypeSH
Market value$3.71M
1.42%
Sole
0.00
Shared
0.00
None
28.84K

NORTHROP GRUMMAN CORP

SOLE
COM
Shares7.05K
TypeSH
Market value$3.59M
1.37%
Sole
0.00
Shared
0.00
None
7.05K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares3.62K
TypeSH
Market value$3.39M
1.30%
Sole
0.00
Shared
0.00
None
3.62K
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