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| Werlinich Asset Management LLC
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|---|---|
| CRD # | 125663 |
| SEC # | 801-64023 |
| CIK # | 0002000493 |
| AUM | 209.0 M (2026-01-30) |
| 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 | 41.1 | ||
| Advanced Micro Devices Inc | 22.9 | ||
| Corning Inc /NY | 18.1 | ||
| Micron Technology Inc | 12.2 | ||
| Hubbell Inc | 12.1 | ||
| J P Morgan Chase & Co | 11.5 | ||
| Union Pacific Corp | 10.1 | ||
| Denali Holding Inc | 9.6 | ||
| Lockheed Martin Corp | 7.8 | ||
| Iron Mountain Inc | 6.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 1.7 |
| (b) Individuals (high net worth individuals) | 24 | 162.3 |
| (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 | 0 | 45.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 28 | 209.0 |
| By Discretionary | ||
| Discretionary | 28 | 209.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 28 | 209.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 207.3 | |
| Total | 28 | 209.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002000493] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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