Fund HoldingsWerlinich Asset Management, LLC

Total Portfolio Value
$157.47M
Total Bought
$6.69M
Total Sold
$9.59M
Net Transaction
-$2.90M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
MICRON TECHNOLOGY INC(MU)010,570+10,57009180.58%+918
ABBVIE INC(ABBV)17,76017,76003,1293,7212.36%+592
JOHNSON & JOHNSON(JNJ)13,33014,840+1,5101,9112,4611.56%+550
RTX CORPORATION(RTX)25,86425,86402,9803,4262.18%+446
NORTHROP GRUMMAN CORP(NOC)7,3237,32303,4163,7492.38%+333
AMERICAN TOWER CORP NEW(AMT)8,4758,560+851,5421,8631.18%+321
UNION PAC CORP(UNP)36,65036,695+458,3498,6695.51%+320
ABBOTT LABS13,77013,77001,5531,8271.16%+273
JPMORGAN CHASE & CO.(JPM)35,19735,19708,4238,6345.48%+210
AUTOMATIC DATA PROCESSING IN11,92911,954+253,4953,6522.32%+157
ZOETIS INC(ZTS)2,1983,043+8453575010.32%+144
WASTE MGMT INC DEL(WM)4,3904,39008881,0160.65%+128
AMERICAN WTR WKS CO INC NEW3,7393,969+2304655860.37%+121
NETFLIX INC(NFLX)3,3553,35503,0213,1291.99%+108
WEYERHAEUSER CO MTN BE(WY)63,98563,98501,7851,8731.19%+89
COSTCO WHSL CORP NEW(COST)3,6283,62803,3463,4312.18%+86
OTIS WORLDWIDE CORP(OTIS)7,1557,15506627380.47%+76
HUNTINGTON INGALLS INDS INC(HII)3,1103,235+1255866600.42%+74
GENERAL DYNAMICS CORP(GD)5,5805,660+801,4701,5430.98%+73
PAYCHEX INC(PAYX)4,6254,62506477140.45%+66
QUEST DIAGNOSTICS INC(DGX)3,4103,41005155770.37%+62
EXXON MOBIL CORP2,7372,877+1402893420.22%+53
PFIZER INC(PFE)92,73598,435+5,7002,4502,4941.58%+44
MASTERCARD INCORPORATED(MA)1,7181,71809039420.60%+39
PUBLIC STORAGE OPER CO(PSA)6,0006,055+551,7751,8121.15%+37
NORFOLK SOUTHN CORP(NSC)4,0844,109+259549730.62%+20
AIR PRODS & CHEMS INC2,1932,19306336470.41%+14
FORTINET INC(FTNT)10,65010,65001,0131,0250.65%+12
CROWDSTRIKE HLDGS INC(CRWD)2,6392,63909229300.59%+9
MERCK & CO INC(MRK)25,59028,120+2,5302,5172,5241.60%+7
L3HARRIS TECHNOLOGIES INC(LHX)1,9101,91003994000.25%+1
BANK AMERICA CORP5,5905,59002452330.15%-12
HOME DEPOT INC(HD)1,8191,81907086670.42%-42
CARRIER GLOBAL CORPORATION(CARR)12,59812,623+258608000.51%-59
ORACLE CORP(ORCL)2,3252,32503883250.21%-63
ASML HOLDING N V
N Y REGISTRY SHS
1,9601,964+41,3641,3010.83%-63
CSX CORP(CSX)25,02625,02608057370.47%-68
SALESFORCE INC(CRM)1,1681,16803923130.20%-79
PALO ALTO NETWORKS INC(PANW)8,3048,354+501,5301,4260.91%-104
CORNING INC(GLW)70,95570,95503,3593,2482.06%-111
CATERPILLAR INC(CAT)4,2174,21701,5311,3910.88%-140
MORGAN STANLEY(MS)20,77020,77002,6122,4231.54%-189
HONEYWELL INTL INC(HON)13,17313,183+102,9852,7921.77%-194
NOVO-NORDISK A S(NVO)12,30512,370+651,0558590.55%-196
AMAZON COM INC(AMZN)6,7006,70001,4831,2750.81%-208
DIGITAL RLTY TR INC(DLR)9,2339,313+801,6271,3340.85%-293
ALPHABET INC(GOOG)11,93611,976+402,2831,8521.18%-431
SMURFIT WESTROCK PLC(SW)51,90051,90002,7832,3391.49%-444
APPLE INC(AAPL)15,14515,14503,8203,3642.14%-455
SEMPRA(SRE)51,30056,300+5,0004,4814,0182.55%-463
ARISTA NETWORKS INC(ANET)14,22014,22001,5851,1020.70%-483
LOCKHEED MARTIN CORP(LMT)15,14015,145+57,3186,7654.30%-553
VERTIV HOLDINGS CO(VRT)13,72513,830+1051,5949990.63%-596
MICROSOFT CORP(MSFT)15,00015,00006,3725,6313.58%-742
IRON MTN INC DEL(IRM)51,68751,812+1255,3594,4582.83%-902
ADVANCED MICRO DEVICES INC(AMD)41,42039,792-1,6285,0714,0882.60%-983
BLACKSTONE INC(BX)36,81236,81206,3345,1463.27%-1,188
UNITED PARCEL SERVICE INC(UPS)15,1900-15,1901,9040-1,904
HUBBELL INC(HUBB)24,68424,684010,3478,1685.19%-2,179
NVIDIA CORPORATION(NVDA)227,960227,345-61531,34224,64015.65%-6,703
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