Fund HoldingsWerlinich Asset Management, LLC

Total Portfolio Value
$160.69M
Total Bought
$13.79M
Total Sold
$1.87M
Net Transaction
+$11.93M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)25,286252,860+227,57422,82131,35219.51%+8,531
APPLE INC(AAPL)15,23015,145-852,6403,2432.02%+603
IRON MTN INC DEL(IRM)51,69051,747+574,1424,6162.87%+474
MICROSOFT CORP(MSFT)15,00015,00006,3216,7934.23%+471
COSTCO WHSL CORP NEW(COST)3,6383,628-102,6633,0861.92%+423
ALPHABET INC(GOOG)11,92611,936+101,7992,2131.38%+414
CORNING INC(GLW)70,55570,955+4002,3302,7381.70%+408
ZOETIS INC(ZTS)02,118+2,11803740.23%+374
PALO ALTO NETWORKS INC(PANW)4,1324,152+201,1661,4150.88%+249
SEMPRA(SRE)51,30051,30003,6553,8962.42%+241
NETFLIX INC(NFLX)3,3553,35502,0582,2961.43%+238
ARISTA NETWORKS INC3,6553,65501,0541,2720.79%+218
AIR PRODS & CHEMS INC1,5632,193+6303805770.36%+197
LOCKHEED MARTIN CORP(LMT)15,09515,130+356,8957,0684.40%+173
HONEYWELL INTL INC(HON)13,08813,163+752,6852,8221.76%+137
AMAZON COM INC(AMZN)6,7006,70001,2051,3260.82%+121
ADOBE INC(ADBE)1,9121,940+289641,0610.66%+96
RTX CORPORATION(RTX)26,71426,814+1002,6032,6981.68%+95
CARRIER GLOBAL CORPORATION(CARR)12,59812,59807277970.50%+70
GENERAL DYNAMICS CORP(GD)5,3705,37001,5141,5710.98%+57
MORGAN STANLEY(MS)20,77020,77001,9421,9891.24%+47
DIGITAL RLTY TR INC(DLR)9,2339,23301,3271,3730.85%+46
AMERICAN WTR WKS CO INC NEW3,5343,664+1304294740.29%+44
ORACLE CORP(ORCL)2,2552,325+702823260.20%+43
PFIZER INC(PFE)88,81090,160+1,3502,4672,5061.56%+39
WESTROCK CO51,90051,90002,5532,5821.61%+28
AMERICAN TOWER CORP NEW(AMT)8,1558,350+1951,6101,6311.01%+21
L3HARRIS TECHNOLOGIES INC(LHX)1,9101,91004064260.27%+20
PUBLIC STORAGE OPER CO(PSA)5,9255,995+701,7071,7181.07%+11
BANK AMERICA CORP5,5655,590+252102190.14%+9
QUEST DIAGNOSTICS INC(DGX)3,9053,755-1505125160.32%+4
EXXON MOBIL CORP2,6272,62703023020.19%-0
WASTE MGMT INC DEL(WM)4,3354,33509289220.57%-6
JPMORGAN CHASE & CO.(JPM)35,19735,19707,0237,0104.36%-12
PAYCHEX INC(PAYX)4,6254,62505625450.34%-17
OTIS WORLDWIDE CORP(OTIS)7,1557,15507146870.43%-28
SNOWFLAKE INC(SNOW)1,4301,500+702292010.13%-28
MASTERCARD INCORPORATED(MA)1,6781,718+408027610.47%-41
SALESFORCE INC(CRM)1,1231,168+453382950.18%-43
MERCK & CO INC(MRK)25,59025,59003,3713,3222.07%-49
FORTINET INC(FTNT)10,47010,650+1807046390.40%-65
HOME DEPOT INC(HD)1,7991,819+206946210.39%-73
INTEL CORP(INTC)32,30543,825+11,5201,4141,3410.83%-73
STANLEY BLACK & DECKER INC(SWK)6,0006,00005824890.30%-94
CSX CORP(CSX)25,02625,02609228270.51%-95
HUNTINGTON INGALLS INDS INC(HII)2,5452,575+307376380.40%-99
ABBOTT LABS13,44513,595+1501,5261,4230.89%-103
AUTOMATIC DATA PROCESSING IN11,90411,929+252,9562,8311.76%-125
JOHNSON & JOHNSON(JNJ)13,08013,130+502,0661,9141.19%-152
CATERPILLAR INC(CAT)4,2174,21701,5381,3810.86%-157
NORFOLK SOUTHN CORP(NSC)3,9343,959+259908310.52%-159
UNITED PARCEL SERVICE INC(UPS)16,10016,160+602,3722,1951.37%-177
ABBVIE INC(ABBV)17,62517,650+253,1792,9831.86%-196
BLACKSTONE INC(BX)36,81236,81204,8184,5692.84%-249
NORTHROP GRUMMAN CORP(NOC)7,3137,323+103,4913,1851.98%-306
WEYERHAEUSER CO MTN BE(WY)65,51065,51002,3541,8491.15%-505
UNION PAC CORP(UNP)36,55036,55008,9418,1685.08%-773
ADVANCED MICRO DEVICES INC(AMD)41,76541,790+257,5016,6644.15%-836
BECTON DICKINSON & CO(BDX)3,3950-3,3958370-837
HUBBELL INC(HUBB)24,68424,684010,2169,1295.68%-1,087
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