Werlinich Asset Management, LLC Diversified Active

Location: Stamford, CT

CIK: 0002000493 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 8, 2026

Total Value: $206M (100.0% shares, 0.0% debt)

Holdings (56)

NVDA NVIDIA CORPORATION 17.4%
Value $35.86M Shares 205,620 Est. Cost $92.83 Unrealized +101.0%
HUBB HUBBELL INC 5.5%
Value $11.38M Shares 23,184 Est. Cost $159.48 Unrealized +210.6%
JPM JPMORGAN CHASE & CO 5.0%
Value $10.36M Shares 35,235 Est. Cost $127.25 Unrealized +144.7%
GLW CORNING INC 4.7%
Value $9.641M Shares 70,905 Est. Cost $33.53 Unrealized +233.1%
LMT LOCKHEED MARTIN CORP 4.5%
Value $9.211M Shares 15,240 Est. Cost $299.96 Unrealized +100.3%
UNP UNION PAC CORP 4.4%
Value $8.985M Shares 37,035 Est. Cost $188.09 Unrealized +29.4%
AMD ADVANCED MICRO DEVICES INC 3.9%
Value $8.067M Shares 39,655 Est. Cost $92.50 Unrealized +139.7%
MSFT MICROSOFT CORP 2.6%
Value $5.399M Shares 14,585 Est. Cost $222.90 Unrealized +95.0%
IRM IRON MTN INC DEL 2.6%
Value $5.309M Shares 51,982 Est. Cost $27.21 Unrealized +205.9%
RTX RTX CORPORATION 2.4%
Value $4.999M Shares 25,914 Est. Cost $67.21 Unrealized +192.5%
NOC NORTHROP GRUMMAN CORP 2.3%
Value $4.808M Shares 7,048 Est. Cost $278.19 Unrealized +142.2%
SRE SEMPRA 2.3%
Value $4.645M Shares 47,800 Est. Cost $61.22 Unrealized +46.2%
BX BLACKSTONE INC 2.1%
Value $4.282M Shares 37,242 Est. Cost $58.99 Unrealized +138.8%
ABBV ABBVIE INC 2.0%
Value $4.02M Shares 18,485 Est. Cost $94.69 Unrealized +135.1%
AAPL APPLE INC 1.8%
Value $3.726M Shares 14,680 Est. Cost $125.06 Unrealized +110.1%
JNJ JOHNSON & JOHNSON 1.8%
Value $3.725M Shares 15,240 Est. Cost $144.16 Unrealized +58.1%
DELL DELL TECHNOLOGIES INC 1.8%
Value $3.659M Shares 22,293 Est. Cost $102.20 Unrealized +16.5%
COST COSTCO WHOLESALE CORPORATION 1.8%
Value $3.611M Shares 3,624 Est. Cost $331.35 Unrealized +190.9%
MU MICRON TECHNOLOGY INC 1.8%
Value $3.61M Shares 10,685 Est. Cost $95.71 Unrealized +304.4%
MRK MERCK & CO INC 1.7%
Value $3.469M Shares 28,835 Est. Cost $65.87 Unrealized +73.5%
VRT VERTIV HOLDINGS CO 1.7%
Value $3.454M Shares 13,785 Est. Cost $82.73 Unrealized +141.6%
GOOGL ALPHABET INC 1.7%
Value $3.415M Shares 11,876 Est. Cost $108.32 Unrealized +198.5%
MS MORGAN STANLEY 1.6%
Value $3.308M Shares 20,100 Est. Cost $75.25 Unrealized +138.8%
NFLX NETFLIX INC. 1.6%
Value $3.284M Shares 34,150 Est. Cost $102.01 Unrealized -17.8%
HON HONEYWELL INTL INC 1.5%
Value $3.023M Shares 13,373 Est. Cost $176.65 Unrealized +27.9%
CAT CATERPILLAR INC 1.4%
Value $2.988M Shares 4,217 Est. Cost $192.52 Unrealized +255.5%
ADP AUTOMATIC DATA PROCESSING IN 1.3%
Value $2.726M Shares 13,416 Est. Cost $169.38 Unrealized +42.2%
PFE PFIZER INC 1.3%
Value $2.589M Shares 92,200 Est. Cost $27.46 Unrealized -4.7%
ASML ASML HLDG NV 1.3%
Value $2.589M Shares 1,960 Est. Cost $707.25 Unrealized
ABT ABBOTT LABORATORIES 1.0%
Value $2.047M Shares 19,935 Est. Cost $111.61 Unrealized +3.4%
WM WASTE MGMT INC DEL 0.9%
Value $1.957M Shares 8,518 Est. Cost $184.57 Unrealized +22.5%
GD GENERAL DYNAMICS CORP 0.9%
Value $1.948M Shares 5,675 Est. Cost $183.50 Unrealized +93.2%
DLR DIGITAL RLTY TR INC 0.9%
Value $1.936M Shares 10,745 Est. Cost $99.78 Unrealized +55.4%
AMT AMERICAN TOWER CORP 0.9%
Value $1.891M Shares 10,960 Est. Cost $190.12 Unrealized -8.1%
PSA PUBLIC STORAGE OPER CO 0.9%
Value $1.791M Shares 6,612 Est. Cost $261.31 Unrealized -1.1%
ANET ARISTA NETWORKS INC 0.8%
Value $1.742M Shares 14,185 Est. Cost $102.84 Unrealized +31.3%
PANW PALO ALTO NETWORKS INC 0.7%
Value $1.542M Shares 9,619 Est. Cost $173.48 Unrealized -0.8%
CEG CONSTELLATION ENERGY CORP 0.7%
Value $1.529M Shares 5,475 Est. Cost $301.15 Unrealized 0.0%
AMZN AMAZON COM INC 0.7%
Value $1.436M Shares 6,895 Est. Cost $111.50 Unrealized +103.4%
HII HUNTINGTON INGALLS INDS INC 0.6%
Value $1.229M Shares 3,235 Est. Cost $174.20 Unrealized +135.6%
NSC NORFOLK SOUTHN CORP 0.6%
Value $1.172M Shares 4,084 Est. Cost $229.07 Unrealized +30.2%
CRWD CROWDSTRIKE HLDGS INC 0.5%
Value $1.051M Shares 2,692 Est. Cost $287.62 Unrealized +49.9%
CSX CSX CORP 0.5%
Value $1.027M Shares 25,026 Est. Cost $30.16 Unrealized +27.7%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.5%
Value $960K Shares 13,613 Est. Cost $93.21 Unrealized +9.9%
MA MASTERCARD INCORPORATED 0.4%
Value $851K Shares 1,703 Est. Cost $350.40 Unrealized +53.8%
CARR CARRIER GLOBAL CORPORATION 0.4%
Value $828K Shares 14,698 Est. Cost $40.79 Unrealized +46.3%
HD HOME DEPOT INC 0.4%
Value $766K Shares 2,329 Est. Cost $291.27 Unrealized +29.4%
SOLS SOLSTICE ADVANCED MATLS INC 0.3%
Value $714K Shares 9,375 Est. Cost $47.08 Unrealized +38.5%
ARCC ARES CAPITAL CORP 0.3%
Value $694K Shares 38,530 Est. Cost $19.80 Unrealized +1.1%
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value $659K Shares 1,910 Est. Cost $169.70 Unrealized +102.2%
DGX QUEST DIAGNOSTICS INC 0.3%
Value $604K Shares 3,080 Est. Cost $116.45 Unrealized +63.6%
FIGR FIGURE TECHNOLOGY SOLUTIO 0.2%
Value $470K Shares 13,835 Est. Cost $40.59 Unrealized +21.6%
SYM SYMBOTIC INC 0.2%
Value $426K Shares 8,008 Est. Cost $65.15 Unrealized -6.9%
RCAT RED CAT HLDGS INC 0.1%
Value $298K Shares 22,735 Est. Cost $13.00 Unrealized 0.0%
DHR DANAHER CORP DEL 0.1%
Value $246K Shares 1,295 Est. Cost $196.49 Unrealized +14.3%
LIN LINDE PLC 0.1%
Value $208K Shares 1,340 Est. Cost $470.63 Unrealized -2.3%