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Werlinich Asset Management, LLC

Q3 2022 Holdings

Filed 2023-11-13 | 55 holdings | $97.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
JPMorgan Chase & Co(JPM)COM46625H100$4.0M38,0654.1%
Nvidia Corporation(NVDA)COM67066G104$4.9M40,3305.0%
Lockheed Martin Corp(LMT)COM539830109$6.3M16,3506.5%
Hubbell Inc(HUBB)COM443510607$6.3M28,4506.5%
Union PAC Corp(UNP)COM907818108$7.3M37,4057.4%
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