Fund HoldingsWerlinich Asset Management, LLC

Total Portfolio Value
$171.93M
Total Bought
$8.55M
Total Sold
$11.13M
Net Transaction
-$2.58M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)228,160227,960-20027,70831,34218.23%+3,634
ARISTA NETWORKS INC(ANET)014,220+14,22001,5850.92%+1,585
ASML HOLDING N V
N Y REGISTRY SHS
01,960+1,96001,3640.79%+1,364
NOVO-NORDISK A S(NVO)012,305+12,30501,0550.61%+1,055
JPMORGAN CHASE & CO.(JPM)35,19735,19707,4228,4234.90%+1,002
BLACKSTONE INC(BX)36,81236,81205,6376,3343.68%+696
NETFLIX INC(NFLX)3,3553,35502,3803,0211.76%+641
MORGAN STANLEY(MS)20,77020,77002,1652,6121.52%+447
ALPHABET INC(GOOG)11,93611,93601,9802,2831.33%+303
APPLE INC(AAPL)15,14515,14503,5293,8202.22%+291
HONEYWELL INTL INC(HON)13,16313,173+102,7212,9851.74%+264
AMAZON COM INC(AMZN)6,7006,70001,2481,4830.86%+234
VERTIV HOLDINGS CO(VRT)13,72513,72501,3661,5940.93%+229
SMURFIT WESTROCK PLC(SW)51,90051,90002,5652,7831.62%+218
AUTOMATIC DATA PROCESSING IN11,92911,92903,3013,4952.03%+194
SEMPRA(SRE)51,30051,30004,2904,4812.61%+191
FORTINET INC(FTNT)10,65010,65008261,0130.59%+187
CROWDSTRIKE HLDGS INC(CRWD)2,6392,63907409220.54%+182
CORNING INC(GLW)70,95570,95503,2043,3591.95%+155
DIGITAL RLTY TR INC(DLR)9,2339,23301,4941,6270.95%+133
COSTCO WHSL CORP NEW(COST)3,6283,62803,2163,3461.95%+129
PALO ALTO NETWORKS INC(PANW)4,1528,304+4,1521,4191,5300.89%+110
SALESFORCE INC(CRM)1,1681,16803203920.23%+72
MASTERCARD INCORPORATED(MA)1,7181,71808489030.53%+55
PAYCHEX INC(PAYX)4,6254,62506216470.38%+27
BANK AMERICA CORP5,5905,59002222450.14%+24
ABBOTT LABS13,69513,770+751,5611,5530.90%-8
ORACLE CORP(ORCL)2,3252,32503963880.23%-8
EXXON MOBIL CORP2,6272,737+1103082890.17%-18
AIR PRODS & CHEMS INC2,1932,19306536330.37%-20
WASTE MGMT INC DEL(WM)4,3854,390+59108880.52%-22
HOME DEPOT INC(HD)1,8191,81907377080.41%-29
NORFOLK SOUTHN CORP(NSC)4,0094,084+759969540.55%-43
L3HARRIS TECHNOLOGIES INC(LHX)1,9101,91004543990.23%-55
ZOETIS INC(ZTS)2,1182,198+804143570.21%-57
CSX CORP(CSX)25,02625,02608648050.47%-60
QUEST DIAGNOSTICS INC(DGX)3,7553,410-3455835150.30%-68
AMERICAN WTR WKS CO INC NEW3,6643,739+755364650.27%-71
OTIS WORLDWIDE CORP(OTIS)7,1557,15507446620.39%-81
MICROSOFT CORP(MSFT)15,00015,00006,4556,3723.71%-82
HUNTINGTON INGALLS INDS INC(HII)2,5753,110+5356815860.34%-95
CATERPILLAR INC(CAT)4,2174,21701,6491,5310.89%-119
GENERAL DYNAMICS CORP(GD)5,3705,580+2101,6231,4700.85%-153
CARRIER GLOBAL CORPORATION(CARR)12,59812,59801,0148600.50%-154
PFIZER INC(PFE)90,38592,735+2,3502,6162,4501.43%-166
LINDE PLC(LIN)1,3000-1,3002120-212
DANAHER CORPORATION(DHR)7800-7802170-217
JOHNSON & JOHNSON(JNJ)13,13013,330+2002,1281,9111.11%-217
HUBBELL INC(HUBB)24,68424,684010,57310,3476.02%-226
RTX CORPORATION(RTX)26,81425,864-9503,2492,9801.73%-269
UNITED PARCEL SERVICE INC(UPS)16,35015,190-1,1602,2291,9041.11%-326
ABBVIE INC(ABBV)17,65017,760+1103,4863,1291.82%-356
WEYERHAEUSER CO MTN BE(WY)63,78563,985+2002,1601,7851.04%-375
MERCK & CO INC(MRK)25,59025,59002,9062,5171.46%-389
AMERICAN TOWER CORP NEW(AMT)8,3508,475+1251,9421,5420.90%-400
PUBLIC STORAGE OPER CO(PSA)6,0006,00002,1831,7751.03%-408
NORTHROP GRUMMAN CORP(NOC)7,3237,32303,8673,4161.99%-451
UNION PAC CORP(UNP)36,55036,650+1009,0098,3494.86%-660
IRON MTN INC DEL(IRM)51,74751,687-606,1495,3593.12%-790
ADOBE INC(ADBE)1,9400-1,9401,0040-1,004
ARISTA NETWORKS INC3,6550-3,6551,4030-1,403
INTEL CORP(INTC)60,5500-60,5501,4210-1,421
LOCKHEED MARTIN CORP(LMT)15,13015,140+108,8447,3184.26%-1,526
ADVANCED MICRO DEVICES INC(AMD)41,79041,420-3706,8575,0712.95%-1,785
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