IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Werlinich Asset Management, LLC

Q4 2022 Holdings

Filed 2023-11-13 | 56 holdings | $108.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Sempra(SRE)COM816851109$4.0M26,0003.7%
JPMorgan Chase & Co(JPM)COM46625H100$5.1M38,2654.7%
Nvidia Corporation(NVDA)COM67066G104$5.5M37,9105.1%
Hubbell Inc(HUBB)COM443510607$6.5M27,6846.0%
Union PAC Corp(UNP)COM907818108$7.7M37,2607.1%
Lockheed Martin Corp(LMT)COM539830109$7.8M15,9807.2%
PreviousPage 2 of 2