Fund HoldingsWerlinich Asset Management, LLC

Total Portfolio Value
$183.20M
Total Bought
$5.30M
Total Sold
$17.82M
Net Transaction
-$12.52M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)227,345227,095-25024,64035,87919.58%+11,239
DELL TECHNOLOGIES INC(DELL)021,136+21,13602,5911.41%+2,591
HUBBELL INC(HUBB)24,68424,68408,16810,0815.50%+1,913
MICROSOFT CORP(MSFT)15,00015,00005,6317,4614.07%+1,830
JPMORGAN CHASE & CO.(JPM)35,19735,19708,63410,2045.57%+1,570
ADVANCED MICRO DEVICES INC(AMD)39,79239,79204,0885,6463.08%+1,558
NETFLIX INC(NFLX)3,3553,35503,1294,4932.45%+1,364
THE TRADE DESK INC(TTD)012,105+12,10508710.48%+871
IRON MTN INC DEL(IRM)51,81251,81204,4585,3142.90%+856
VERTIV HOLDINGS CO(VRT)13,83013,785-459991,7700.97%+772
CORNING INC(GLW)70,95570,95503,2483,7322.04%+483
CROWDSTRIKE HLDGS INC(CRWD)2,6392,627-129301,3380.73%+407
MORGAN STANLEY(MS)20,77020,070-7002,4232,8271.54%+404
MICRON TECHNOLOGY INC(MU)10,57010,685+1159181,3170.72%+398
BLACKSTONE INC(BX)36,81236,81205,1465,5063.01%+361
RTX CORPORATION(RTX)25,86425,86403,4263,7772.06%+351
ARISTA NETWORKS INC(ANET)14,22014,140-801,1021,4470.79%+345
DIGITAL RLTY TR INC(DLR)9,3139,31301,3341,6240.89%+289
HONEYWELL INTL INC(HON)13,18313,18302,7923,0701.68%+279
PALO ALTO NETWORKS INC(PANW)8,3548,304-501,4261,6990.93%+274
PUBLIC STORAGE OPER CO(PSA)6,0557,105+1,0501,8122,0851.14%+273
ALPHABET INC(GOOG)11,97611,97601,8522,1111.15%+259
LOCKHEED MARTIN CORP(LMT)15,14515,14506,7657,0143.83%+249
SEMPRA(SRE)56,30056,30004,0184,2662.33%+248
CATERPILLAR INC(CAT)4,2174,21701,3911,6370.89%+246
LEIDOS HOLDINGS INC(LDOS)01,340+1,34002110.12%+211
DANAHER CORPORATION(DHR)01,065+1,06502100.11%+210
ASML HOLDING N V
N Y REGISTRY SHS
1,9641,880-841,3011,5070.82%+205
AMAZON COM INC(AMZN)6,7006,70001,2751,4700.80%+195
ORACLE CORP(ORCL)2,3252,32503255080.28%+183
COSTCO WHSL CORP NEW(COST)3,6283,62803,4313,5921.96%+160
CARRIER GLOBAL CORPORATION(CARR)12,62312,62308009240.50%+124
HUNTINGTON INGALLS INDS INC(HII)3,2353,23506607810.43%+121
GENERAL DYNAMICS CORP(GD)5,6605,66001,5431,6510.90%+108
FORTINET INC(FTNT)10,65010,65001,0251,1260.61%+101
CSX CORP(CSX)25,02625,02607378170.45%+80
L3HARRIS TECHNOLOGIES INC(LHX)1,9101,91004004790.26%+79
NORFOLK SOUTHN CORP(NSC)4,1094,059-509731,0390.57%+66
ABBOTT LABS13,77013,77001,8271,8731.02%+46
AUTOMATIC DATA PROCESSING IN11,95411,95403,6523,6872.01%+34
HOME DEPOT INC(HD)1,8191,864+456676830.37%+17
SALESFORCE INC(CRM)1,1681,16803133190.17%+5
AMERICAN TOWER CORP NEW(AMT)8,5608,435-1251,8631,8641.02%+2
WASTE MGMT INC DEL(WM)4,3904,39001,0161,0050.55%-12
MASTERCARD INCORPORATED(MA)1,7181,643-759429230.50%-18
ZOETIS INC(ZTS)3,0433,073+305014790.26%-22
AIR PRODS & CHEMS INC2,1932,196+36476190.34%-27
OTIS WORLDWIDE CORP(OTIS)7,1557,15507387080.39%-30
AMERICAN WTR WKS CO INC NEW3,9693,96905865520.30%-33
PAYCHEX INC(PAYX)4,6254,62507146730.37%-41
EXXON MOBIL CORP2,8772,737-1403422950.16%-47
QUEST DIAGNOSTICS INC(DGX)3,4102,910-5005775230.29%-54
NORTHROP GRUMMAN CORP(NOC)7,3237,32303,7493,6612.00%-88
JOHNSON & JOHNSON(JNJ)14,84014,84002,4612,2671.24%-194
PFIZER INC(PFE)98,43594,300-4,1352,4942,2861.25%-209
UNION PAC CORP(UNP)36,69536,745+508,6698,4544.61%-215
WEYERHAEUSER CO MTN BE(WY)63,98564,535+5501,8731,6580.90%-216
BANK AMERICA CORP5,5900-5,5902330-233
MERCK & CO INC(MRK)28,12028,785+6652,5242,2791.24%-245
APPLE INC(AAPL)15,14514,705-4403,3643,0171.65%-347
ABBVIE INC(ABBV)17,76017,76003,7213,2971.80%-424
NOVO-NORDISK A S(NVO)12,3700-12,3708590-859
SMURFIT WESTROCK PLC(SW)51,9000-51,9002,3390-2,339
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