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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) |
|---|
| CIK | Period |
|---|---|
| 0002000493 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 41.1 | |
| Advanced Micro Devices Inc | 22.9 | |
| Corning Inc /NY | 18.1 | |
| Micron Technology Inc | 12.2 | |
| Hubbell Inc | 12.1 | |
| J P Morgan Chase & Co | 11.5 | |
| Union Pacific Corp | 10.1 | |
| Denali Holding Inc | 9.6 | |
| Lockheed Martin Corp | 7.8 | |
| Iron Mountain Inc | 6.6 | |
| Microsoft Corp | 5.5 | |
| United Technologies Corp /DE/ | 4.9 | |
| AbbVie Inc | 4.7 | |
| GS Acquisition Holdings Corp | 4.6 | |
| Caterpillar Inc | 4.5 | |
| Sempra Energy | 4.4 | |
| Blackstone Group LP | 4.4 | |
| Alphabet Inc | 4.2 | |
| Apple Inc | 4.2 | |
| Morgan Stanley | 4.2 | |
| ASML Holding NV | 3.9 | |
| Johnson & Johnson | 3.9 | |
| Merck & Co Inc | 3.7 | |
| Northrop Grumman Corp /DE/ | 3.6 | |
| Costco Wholesale Corp /NEW | 3.4 | |
| Palo Alto Networks Inc | 3.3 | |
| Automatic Data Processing Inc | 3.0 | |
| Netflix Inc | 2.4 | |
| Arista Networks Inc | 2.4 | |
| Pfizer Inc | 2.2 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Babb Wealth Advisors LLC
✚
|
AZ | 0.2 |
|
Wharton Wealth Management LLC
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|
PA | 0.2 |
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Creative Investment Group LLC
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TN | 0.2 |
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Capital Asset Management LLC
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CO | 0.2 |
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Reservoir Retirement Management LLC
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OH | 0.2 |
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CAVU Wealth Management Inc
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CA | 0.2 |
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Madson Wealth Advisors Inc
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CA | 0.2 |
|
Southcol Advisors LLC
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FL | 0.2 |
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Clarity Wealth Development LLC
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OR | 0.2 |
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Blum Financial LP
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TX | 0.2 |