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| Happy Holidays!! thanks for using AUM13F!! |
| Werlinich Asset Management LLC
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| CRD # | 125663 |
| SEC # | 801-64023 |
| CIK # | 0002000493 |
| AUM | $178.0 M (2025-01-03) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 914-260-3230 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 35.9 | ||
| J P Morgan Chase & Co | 10.2 | ||
| Hubbell Inc | 10.1 | ||
| Union Pacific Corp | 8.5 | ||
| Microsoft Corp | 7.5 | ||
| Lockheed Martin Corp | 7.0 | ||
| Advanced Micro Devices Inc | 5.6 | ||
| Blackstone Group LP | 5.5 | ||
| Iron Mountain Inc | 5.3 | ||
| Netflix Inc | 4.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 3.0 |
| (b) Individuals (high net worth individuals) | 20 | 130.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 41.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 27 | 178.0 |
| By Discretionary | ||
| Discretionary | 27 | 178.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 27 | 178.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 176.6 | |
| Total | 27 | 178.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002000493] |
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