Fund Holdings — Werlinich Asset Management, LLC

Total Portfolio Value
$202.94M
Total Bought
$7.25M
Total Sold
$8.77M
Net Transaction
-$1.52M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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ADVANCED MICRO DEVICES INC(AMD)39,79239,725-676,4388,5544.22%+2,116
MICRON TECHNOLOGY INC(MU)10,68510,68501,7883,1271.54%+1,339
ALPHABET INC(GOOG)11,97611,97602,9113,7591.85%+847
ARES CAPITAL CORP(ARCC)038,030+38,03007720.38%+772
MERCK & CO INC(MRK)28,83528,83502,4203,0581.51%+638
FIGURE TECHNOLOGY SOLUTIO(FGRS)012,965+12,96505400.27%+540
CORNING INC(GLW)70,95570,905-505,8206,3013.10%+480
KRATOS DEFENSE & SEC SOLUTIO(KTOS)06,095+6,09504630.23%+463
SOLSTICE ADVANCED MATLS INC(SOLS)09,375+9,37504580.23%+458
RTX CORPORATION(RTX)25,86425,86404,3284,7592.35%+431
CATERPILLAR INC(CAT)4,2174,21702,0122,4351.20%+423
MORGAN STANLEY(MS)20,07020,07003,1903,5941.77%+404
SYMBOTIC INC(SYM)06,683+6,68304030.20%+403
JOHNSON & JOHNSON(JNJ)15,24015,24002,8263,1531.55%+328
JPMORGAN CHASE & CO.(JPM)35,19735,235+3811,10211,3965.62%+294
APPLE INC(AAPL)14,70514,680-253,7444,0091.98%+264
ASML HOLDING N V
N Y REGISTRY SHS
1,9601,96001,8972,1011.04%+204
VERTIV HOLDINGS CO(VRT)13,78513,78502,0802,2651.12%+186
HUBBELL INC(HUBB)24,68424,184-50010,62210,8015.32%+179
HUNTINGTON INGALLS INDS INC(HII)3,2353,23509311,1060.55%+175
WASTE MGMT INC DEL(WM)4,6405,388+7481,0251,1970.59%+172
NVIDIA CORPORATION(NVDA)216,095215,795-30040,31940,47019.94%+151
AMERICAN TOWER CORP NEW(AMT)9,08510,650+1,5651,7471,8820.93%+135
AMAZON COM INC(AMZN)6,7006,70001,4711,5580.77%+87
HOME DEPOT INC(HD)1,8642,329+4657558070.40%+51
ABBOTT LABS14,37015,645+1,2751,9251,9680.97%+43
DIGITAL RLTY TR INC(DLR)9,35810,595+1,2371,6181,6570.82%+39
DANAHER CORPORATION(DHR)1,1651,170+52312700.13%+39
CSX CORP(CSX)25,02625,02608899110.45%+23
MASTERCARD INCORPORATED(MA)1,6431,64309359490.47%+14
LINDE PLC(LIN)1,3401,34002532460.12%-8
GENERAL DYNAMICS CORP(GD)5,6605,66001,9301,9210.95%-9
ABBVIE INC(ABBV)17,76017,860+1004,1124,1032.02%-9
FORTINET INC(FTNT)10,83511,160+3259118960.44%-15
L3HARRIS TECHNOLOGIES INC(LHX)1,9101,91005835640.28%-19
OTIS WORLDWIDE CORP(OTIS)7,1557,175+206546310.31%-23
QUEST DIAGNOSTICS INC(DGX)2,9103,030+1205555320.26%-23
AMERICAN WTR WKS CO INC NEW4,0444,109+655635390.27%-24
CROWDSTRIKE HLDGS INC(CRWD)2,6272,62701,2881,2490.62%-39
NORFOLK SOUTHN CORP(NSC)4,0594,05901,2191,1780.58%-42
SEMPRA(SRE)53,80053,80004,8414,7932.36%-48
PAYCHEX INC(PAYX)4,7004,750+505965390.27%-57
CARRIER GLOBAL CORPORATION(CARR)12,62312,698+757546780.33%-75
PFIZER INC(PFE)92,80091,100-1,7002,3652,2771.12%-88
UNION PAC CORP(UNP)36,84536,910+658,7098,6024.24%-107
PALO ALTO NETWORKS INC(PANW)8,3048,407+1031,6911,5710.77%-120
LOCKHEED MARTIN CORP(LMT)15,19015,240+507,5837,4373.66%-146
HONEYWELL INTL INC(HON)13,28313,373+902,7962,6261.29%-170
ARISTA NETWORKS INC(ANET)14,14014,185+452,0601,8790.93%-182
ORACLE CORP(ORCL)2,3252,32506544590.23%-195
AUTOMATIC DATA PROCESSING IN12,21412,982+7683,5853,3691.66%-216
COSTCO WHSL CORP NEW(COST)3,6283,624-43,3583,1371.55%-221
RED CAT HLDGS INC(RCAT)22,0600-22,0602280—-228
NORTHROP GRUMMAN CORP(NOC)7,1987,19804,3864,1362.04%-250
DELL TECHNOLOGIES INC(DELL)21,13621,173+372,9962,7081.33%-288
SALESFORCE INC(CRM)1,5150-1,5153590—-359
SENTINELONE INC(S)20,4650-20,4653600—-360
PUBLIC STORAGE OPER CO(PSA)7,7557,087-6682,2401,8510.91%-389
ZOETIS INC(ZTS)3,3430-3,3434890—-489
THE TRADE DESK INC(TTD)11,2550-11,2555520—-552
BLACKSTONE INC(BX)36,88737,128+2416,3025,7472.83%-555
AIR PRODS & CHEMS INC2,2210-2,2216060—-606
MICROSOFT CORP(MSFT)15,00014,525-4757,7697,0813.49%-689
NETFLIX INC(NFLX)3,35533,550+30,1954,0223,1461.55%-876
IRON MTN INC DEL(IRM)51,81251,907+955,2824,3272.13%-955
WEYERHAEUSER CO MTN BE(WY)64,5350-64,5351,6000—-1,600
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Werlinich Asset Management, LLC — 13F Holdings — Q4 2025 | TickerTrail