Fund HoldingsWerlinich Asset Management, LLC

Total Portfolio Value
$206.17M
Total Bought
$11.51M
Total Sold
$9.96M
Net Transaction
+$1.55M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CORNING INC(GLW)70,90570,90506,3019,6414.68%+3,340
LOCKHEED MARTIN CORP(LMT)15,24015,24007,4379,2114.47%+1,774
CONSTELLATION ENERGY CORP(CEG)05,475+5,47501,5290.74%+1,529
VERTIV HOLDINGS CO(VRT)13,78513,78502,2653,4541.68%+1,189
IRON MTN INC DEL(IRM)51,90751,982+754,3275,3092.58%+982
DELL TECHNOLOGIES INC(DELL)21,17322,293+1,1202,7083,6591.77%+951
WASTE MGMT INC DEL(WM)5,3888,518+3,1301,1971,9570.95%+761
NORTHROP GRUMMAN CORP(NOC)7,1987,048-1504,1364,8082.33%+673
HUBBELL INC(HUBB)24,18423,184-1,00010,80111,3775.52%+577
JOHNSON & JOHNSON(JNJ)15,24015,24003,1533,7251.81%+572
CATERPILLAR INC(CAT)4,2174,21702,4352,9881.45%+553
KRATOS DEFENSE & SEC SOLUTIO(KTOS)6,09513,613+7,5184639600.47%+497
ASML HLDG NV
N Y REGISTRY SHS
1,9601,96002,1012,5891.26%+487
MICRON TECHNOLOGY INC(MU)10,68510,68503,1273,6101.75%+483
COSTCO WHOLESALE CORPORATION(COST)3,6243,62403,1373,6111.75%+474
MERCK & CO INC(MRK)28,83528,83503,0583,4691.68%+410
HONEYWELL INTL INC(HON)13,37313,37302,6263,0231.47%+397
UNION PAC CORP(UNP)36,91037,035+1258,6028,9854.36%+383
PFIZER INC(PFE)91,10092,200+1,1002,2772,5891.26%+312
RED CAT HLDGS INC(RCAT)022,735+22,73502980.14%+298
DIGITAL RLTY TR INC(DLR)10,59510,745+1501,6571,9360.94%+279
SOLSTICE ADVANCED MATLS INC(SOLS)9,3759,37504587140.35%+256
RTX CORPORATION(RTX)25,86425,914+504,7594,9992.42%+240
CARRIER GLOBAL CORPORATION(CARR)12,69814,698+2,0006788280.40%+149
NETFLIX INC.(NFLX)33,55034,150+6003,1463,2841.59%+137
HUNTINGTON INGALLS INDS INC(HII)3,2353,23501,1061,2290.60%+123
CSX CORP(CSX)25,02625,02609111,0270.50%+116
L3HARRIS TECHNOLOGIES INC(LHX)1,9101,91005646590.32%+95
ABBOTT LABORATORIES15,64519,935+4,2901,9682,0470.99%+79
QUEST DIAGNOSTICS INC(DGX)3,0303,080+505326040.29%+72
GENERAL DYNAMICS CORP(GD)5,6605,675+151,9211,9480.94%+26
SYMBOTIC INC(SYM)6,6838,008+1,3254034260.21%+23
AMERICAN TOWER CORP(AMT)10,65010,960+3101,8821,8910.92%+9
NORFOLK SOUTHN CORP(NSC)4,0594,084+251,1781,1720.57%-5
DANAHER CORP DEL(DHR)1,1701,295+1252702460.12%-24
PALO ALTO NETWORKS INC(PANW)8,4079,619+1,2121,5711,5420.75%-29
LINDE PLC(LIN)1,3401,34002462080.10%-37
HOME DEPOT INC(HD)2,3292,32908077660.37%-41
PUBLIC STORAGE OPER CO(PSA)7,0876,612-4751,8511,7910.87%-60
FIGURE TECHNOLOGY SOLUTIO(FGRS)12,96513,835+8705404700.23%-71
ARES CAPITAL CORP(ARCC)38,03038,530+5007726940.34%-77
ABBVIE INC(ABBV)17,86018,485+6254,1034,0201.95%-83
MASTERCARD INCORPORATED(MA)1,6431,703+609498510.41%-98
AMAZON COM INC(AMZN)6,7006,895+1951,5581,4360.70%-122
ARISTA NETWORKS INC(ANET)14,18514,18501,8791,7420.84%-137
SEMPRA(SRE)53,80047,800-6,0004,7934,6452.25%-148
CROWDSTRIKE HLDGS INC(CRWD)2,6272,692+651,2491,0510.51%-198
APPLE INC(AAPL)14,68014,68004,0093,7261.81%-283
MORGAN STANLEY(MS)20,07020,100+303,5943,3081.60%-286
ALPHABET INC(GOOG)11,97611,876-1003,7593,4151.66%-344
ORACLE CORP(ORCL)2,3250-2,3254590-459
ADVANCED MICRO DEVICES INC(AMD)39,72539,655-708,5548,0673.91%-487
PAYCHEX INC(PAYX)4,7500-4,7505390-539
AMERICAN WTR WKS CO INC NEW4,1090-4,1095390-539
OTIS WORLDWIDE CORP(OTIS)7,1750-7,1756310-631
AUTOMATIC DATA PROCESSING IN12,98213,416+4343,3692,7261.32%-643
FORTINET INC(FTNT)11,1600-11,1608960-896
JPMORGAN CHASE & CO(JPM)35,23535,235011,39610,3655.03%-1,031
BLACKSTONE INC(BX)37,12837,242+1145,7474,2822.08%-1,464
MICROSOFT CORP(MSFT)14,52514,585+607,0815,3992.62%-1,682
NVIDIA CORPORATION(NVDA)215,795205,620-10,17540,47035,86017.39%-4,610
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