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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) |
|---|
| CIK | Period |
|---|---|
| 0002000493 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 35.9 | |
| J P Morgan Chase & Co | 10.2 | |
| Hubbell Inc | 10.1 | |
| Union Pacific Corp | 8.5 | |
| Microsoft Corp | 7.5 | |
| Lockheed Martin Corp | 7.0 | |
| Advanced Micro Devices Inc | 5.6 | |
| Blackstone Group LP | 5.5 | |
| Iron Mountain Inc | 5.3 | |
| Netflix Inc | 4.5 | |
| Sempra Energy | 4.3 | |
| United Technologies Corp /DE/ | 3.8 | |
| Corning Inc /NY | 3.7 | |
| Automatic Data Processing Inc | 3.7 | |
| Northrop Grumman Corp /DE/ | 3.7 | |
| Costco Wholesale Corp /NEW | 3.6 | |
| AbbVie Inc | 3.3 | |
| Honeywell International Inc | 3.1 | |
| Apple Inc | 3.0 | |
| Morgan Stanley | 2.8 | |
| Denali Holding Inc | 2.6 | |
| Pfizer Inc | 2.3 | |
| Merck & Co Inc | 2.3 | |
| Johnson & Johnson | 2.3 | |
| Alphabet Inc | 2.1 | |
| Public Storage | 2.1 | |
| Abbott Laboratories | 1.9 | |
| American Tower Corp /MA/ | 1.9 | |
| GS Acquisition Holdings Corp | 1.8 | |
| Palo Alto Networks Inc | 1.7 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
D'Arcy Capital Management LLC
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|
CA | 0.2 |
|
Polaris Investment Advisors LLC
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|
MA | 0.2 |
|
Personal Choice Financial Advisors LLC
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OH | 0.2 |
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JE Simmons & Co PC
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TX | 0.2 |
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Lauer Wealth LLC
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IN | 0.2 |
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Tranquilli Financial Advisor LLC
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NJ | 0.2 |
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WFA of San Diego LLC
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CA | 0.2 |
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Bauer Wealth Management Inc
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CO | 0.2 |
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Greenshields Capital LLC
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CA | 0.2 |
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Santa FE Advisors LLC
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NM | 0.2 |