Instuitional Investor - Werlinich Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Werlinich Asset Management, Llc
Portfolio Value $201,276,490
Filing Period:
No. Security Ticker Shares Value % Port
1. NVDA 216,095 $40,319,005 20.03%
2. JPM 35,197 $11,102,190 5.52%
3. HUBB 24,684 $10,621,772 5.28%
4. UNP 36,845 $8,709,053 4.33%
5. MSFT 15,000 $7,769,250 3.86%