0001085146-23-004286.txt : 20231113 0001085146-23-004286.hdr.sgml : 20231113 20231113140812 ACCESSION NUMBER: 0001085146-23-004286 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20231113 DATE AS OF CHANGE: 20231113 EFFECTIVENESS DATE: 20231113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Werlinich Asset Management, LLC CENTRAL INDEX KEY: 0002000493 IRS NUMBER: 133942345 STATE OF INCORPORATION: CT FISCAL YEAR END: 1223 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23437 FILM NUMBER: 231397619 BUSINESS ADDRESS: STREET 1: 746 RIVERBANK RD. CITY: STAMFORD STATE: CT ZIP: 06903 BUSINESS PHONE: 9142603230 MAIL ADDRESS: STREET 1: 746 RIVERBANK RD. CITY: STAMFORD STATE: CT ZIP: 06903 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002000493 XXXXXXXX 03-31-2022 03-31-2022 false Werlinich Asset Management, LLC

746 RIVERBANK RD. STAMFORD CT 06903

13F HOLDINGS REPORT 028-23437 N Greg Werlinich 914-260-3230 /s/Greg Werlinich Stamford CT 11-13-2023 0 56 131245607 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 1604962 13560 SH SOLE 0 0 13560 ABBVIE INC COM 00287Y109 2862863 17660 SH SOLE 0 0 17660 ADOBE SYSTEMS INCORPORATED COM 00724F101 592762 1301 SH SOLE 0 0 1301 ADVANCED MICRO DEVICES INC COM 007903107 6015340 55015 SH SOLE 0 0 55015 ALPHABET INC CAP STK CL A 02079K305 1613183 580 SH SOLE 0 0 580 AMAZON COM INC COM 023135106 391194 120 SH SOLE 0 0 120 AMERICAN TOWER CORP NEW COM 03027X100 1440244 5733 SH SOLE 0 0 5733 APPLE INC COM 037833100 3234650 18525 SH SOLE 0 0 18525 AUTOMATIC DATA PROCESSING IN COM 053015103 2829460 12435 SH SOLE 0 0 12435 BECTON DICKINSON & CO COM 075887109 1250200 4821 SH SOLE 0 0 4821 BLACKSTONE INC COM 09260D107 5231451 41212 SH SOLE 0 0 41212 BLOCK INC CL A 852234103 845466 6235 SH SOLE 0 0 6235 CARRIER GLOBAL CORPORATION COM 14448C104 588971 12840 SH SOLE 0 0 12840 CATERPILLAR INC COM 149123101 885710 3975 SH SOLE 0 0 3975 CORNING INC COM 219350105 2598649 70405 SH SOLE 0 0 70405 COSTCO WHSL CORP NEW COM 22160K105 2275759 3952 SH SOLE 0 0 3952 CSX CORP COM 126408103 1011150 27000 SH SOLE 0 0 27000 DOCUSIGN INC COM 256163106 1692710 15802 SH SOLE 0 0 15802 DROPBOX INC CL A 26210C104 723075 31100 SH SOLE 0 0 31100 EXPEDIA GROUP INC COM NEW 30212P303 948021 4845 SH SOLE 0 0 4845 FISKER INC CL A COM STK 33813J106 992526 76940 SH SOLE 0 0 76940 GENERAL DYNAMICS CORP COM 369550108 1292725 5360 SH SOLE 0 0 5360 HONEYWELL INTL INC COM 438516106 2510666 12903 SH SOLE 0 0 12903 HUBBELL INC COM 443510607 5228257 28450 SH SOLE 0 0 28450 HUNTINGTON INGALLS INDS INC COM 446413106 483642 2425 SH SOLE 0 0 2425 IRON MTN INC NEW COM 46284V101 2927864 52840 SH SOLE 0 0 52840 JOHNSON & JOHNSON COM 478160104 2057109 11607 SH SOLE 0 0 11607 JPMORGAN CHASE & CO COM 46625H100 5216285 38265 SH SOLE 0 0 38265 L3HARRIS TECHNOLOGIES INC COM 502431109 514084 2069 SH SOLE 0 0 2069 LOCKHEED MARTIN CORP COM 539830109 7274272 16480 SH SOLE 0 0 16480 LUMENTUM HLDGS INC COM 55024U109 1189451 12187 SH SOLE 0 0 12187 MASTERCARD INCORPORATED CL A 57636Q104 767652 2148 SH SOLE 0 0 2148 MEDTRONIC PLC SHS G5960L103 1762441 15885 SH SOLE 0 0 15885 MERCK & CO INC COM 58933Y105 2190325 26695 SH SOLE 0 0 26695 MICROSOFT CORP COM 594918104 5190707 16836 SH SOLE 0 0 16836 NETFLIX INC COM 64110L106 1335413 3565 SH SOLE 0 0 3565 NORFOLK SOUTHN CORP COM 655844108 1313438 4605 SH SOLE 0 0 4605 NORTHROP GRUMMAN CORP COM 666807102 3506205 7840 SH SOLE 0 0 7840 NVIDIA CORPORATION COM 67066G104 11656579 42720 SH SOLE 0 0 42720 ORACLE CORP COM 68389X105 231644 2800 SH SOLE 0 0 2800 OTIS WORLDWIDE CORP COM 68902V107 525184 6825 SH SOLE 0 0 6825 PAYCHEX INC COM 704326107 614115 4500 SH SOLE 0 0 4500 PFIZER INC COM 717081103 4009328 77445 SH SOLE 0 0 77445 QUEST DIAGNOSTICS INC COM 74834L100 1052453 7690 SH SOLE 0 0 7690 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2517765 25414 SH SOLE 0 0 25414 SEMPRA COM 816851109 4371120 26000 SH SOLE 0 0 26000 SPLUNK INC COM 848637104 1325155 8917 SH SOLE 0 0 8917 STANLEY BLACK & DECKER INC COM 854502101 896753 6415 SH SOLE 0 0 6415 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 291928 2800 SH SOLE 0 0 2800 TESLA INC COM 88160R101 215520 200 SH SOLE 0 0 200 UNION PAC CORP COM 907818108 10294553 37680 SH SOLE 0 0 37680 UNITED PARCEL SERVICE INC CL B 911312106 2004129 9345 SH SOLE 0 0 9345 VERIZON COMMUNICATIONS INC COM 92343V104 1838425 36090 SH SOLE 0 0 36090 VICARIOUS SURGICAL INC COM CL A 92561V109 291633 57635 SH SOLE 0 0 57635 WESTROCK CO COM 96145D105 2196301 46700 SH SOLE 0 0 46700 WEYERHAEUSER CO MTN BE COM NEW 962166104 2524140 66600 SH SOLE 0 0 66600