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Werlinich Asset Management, LLC

Q4 2023 Holdings

Filed 2024-01-10 | 57 holdings | $132.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Microsoft Corp(MSFT)COM594918104$5.7M15,2004.3%
Advanced Micro Devices Inc(AMD)COM007903107$6.2M42,3074.7%
JPMorgan Chase & Co(JPM)COM46625H100$6.3M37,1974.8%
Lockheed Martin Corp(LMT)COM539830109$6.8M15,0805.1%
Hubbell Inc(HUBB)COM443510607$8.4M25,6846.4%
Union PAC Corp(UNP)COM907818108$9.0M36,5056.8%
Nvidia Corporation(NVDA)COM67066G104$14.3M28,88610.8%
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