Fund HoldingsWerlinich Asset Management, LLC

Total Portfolio Value
$261.67M
Total Bought
$10.26M
Total Sold
$45.91M
Net Transaction
-$35.64M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ADVANCED MICRO DEVICES INC(AMD)39,65539,505-1508,06722,9498.77%+14,882
MICRON TECHNOLOGY INC(MU)10,68510,600-853,61012,2354.68%+8,626
CORNING INC(GLW)70,90570,880-259,64118,1056.92%+8,464
DELL TECHNOLOGIES INC(DELL)22,29322,29303,6599,6193.68%+5,960
NVIDIA CORPORATION(NVDA)205,620205,570-5035,86041,13315.72%+5,272
PALO ALTO NETWORKS INC(PANW)9,6199,61901,5423,2801.25%+1,738
JACOBS SOLUTIONS INC(J)013,115+13,11501,6520.63%+1,652
CATERPILLAR INC(CAT)4,2174,21702,9884,4911.72%+1,503
HONEYWELL INTL INC06,686+6,68601,4970.57%+1,497
HONEYWELL AEROSPACE INC06,686+6,68601,4780.56%+1,478
ASML HLDG NV
N Y REGISTRY SHS
1,9601,96002,5893,8991.49%+1,310
IRON MTN INC DEL(IRM)51,98251,98205,3096,5662.51%+1,256
JPMORGAN CHASE & CO(JPM)35,23535,260+2510,36511,5424.41%+1,177
VERTIV HOLDINGS CO(VRT)13,78513,760-253,4544,6071.76%+1,153
UNION PAC CORP(UNP)37,03537,03508,98510,0743.85%+1,088
CROWDSTRIKE HLDGS INC(CRWD)2,6922,69201,0512,0540.79%+1,003
MORGAN STANLEY(MS)20,10020,10003,3084,2021.61%+894
ALPHABET INC(GOOG)11,87611,87603,4154,2441.62%+829
AST SPACEMOBILE INC(ASTS)08,850+8,85007860.30%+786
EMERSON ELEC CO(EMR)05,491+5,49107860.30%+786
HUBBELL INC(HUBB)23,18423,184011,37712,1304.64%+753
ARISTA NETWORKS INC(ANET)14,18514,170-151,7422,4070.92%+666
REDWIRE CORPORATION(RDW)053,350+53,35006520.25%+652
ABBVIE INC(ABBV)18,48518,535+504,0204,6641.78%+644
FIREFLY AEROSPACE INC(FLY)020,172+20,17205930.23%+593
APPLE INC(AAPL)14,68014,580-1003,7264,2191.61%+493
PUBLIC STORAGE(PSA)6,6126,61201,7912,1050.80%+314
AUTOMATIC DATA PROCESSING IN13,41613,41602,7263,0051.15%+279
MERCK & CO INC(MRK)28,83528,83503,4693,7051.42%+237
AMAZON COM INC(AMZN)6,8956,945+501,4361,6550.63%+219
CSX CORP(CSX)25,02625,02601,0271,1890.45%+162
JOHNSON & JOHNSON(JNJ)15,24015,24003,7253,8711.48%+145
SOLSTICE ADVANCED MATLS INC(SOLS)9,3759,37507148310.32%+117
NORFOLK SOUTHN CORP(NSC)4,0844,08401,1721,2850.49%+113
BLACKSTONE INC(BX)37,24237,342+1004,2824,3941.68%+112
HOME DEPOT INC(HD)2,3292,464+1357668690.33%+103
GENERAL DYNAMICS CORP(GD)5,6755,67501,9482,0100.77%+63
MICROSOFT CORP(MSFT)14,58514,630+455,3995,4572.09%+58
QUEST DIAGNOSTICS INC(DGX)3,0803,08006046530.25%+49
MASTERCARD INCORPORATED(MA)1,7031,728+258518880.34%+37
ARES CAPITAL CORP(ARCC)38,53038,880+3506947200.28%+26
DIGITAL RLTY TR INC(DLR)10,74510,74501,9361,9300.74%-7
FIGURE TECHNOLOGY SOLUTIO(FGRS)13,83514,950+1,1154704590.18%-11
WASTE MGMT INC DEL(WM)8,5188,568+501,9571,9100.73%-48
RED CAT HLDGS INC(RCAT)22,73522,73502982420.09%-55
SYMBOTIC INC(SYM)8,0088,108+1004263640.14%-62
RTX CORPORATION(RTX)25,91425,91404,9994,9171.88%-82
AMERICAN TOWER CORP(AMT)10,96011,035+751,8911,8050.69%-86
KRATOS DEFENSE & SEC SOLUTIO(KTOS)13,61317,373+3,7609608660.33%-94
L3HARRIS TECHNOLOGIES INC(LHX)1,9101,91006595550.21%-104
CONSTELLATION ENERGY CORP(CEG)5,4755,580+1051,5291,3860.53%-143
LINDE PLC(LIN)1,3400-1,3402080-208
SEMPRA(SRE)47,80047,80004,6454,4321.69%-213
COSTCO WHOLESALE CORPORATION(COST)3,6243,62403,6113,3901.30%-221
DANAHER CORP DEL(DHR)1,2950-1,2952460-246
HUNTINGTON INGALLS INDS INC(HII)3,2353,23501,2299050.35%-324
PFIZER INC(PFE)92,20092,20002,5892,2200.85%-369
CARRIER GLOBAL CORPORATION(CARR)14,6980-14,6988280-828
NETFLIX INC.(NFLX)34,15034,15003,2842,4380.93%-845
NORTHROP GRUMMAN CORP(NOC)7,0487,04804,8083,5901.37%-1,219
LOCKHEED MARTIN CORP(LMT)15,24015,24009,2117,7642.97%-1,447
ABBOTT LABORATORIES19,9350-19,9352,0470-2,047
HONEYWELL INTL INC(HON)13,3730-13,3733,0230-3,023
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