0001085146-23-004282.txt : 20231113 0001085146-23-004282.hdr.sgml : 20231113 20231113140645 ACCESSION NUMBER: 0001085146-23-004282 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 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: 231397612 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 03-31-2021 03-31-2021 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 55 113823661 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 1649598 13765 SH SOLE 0 0 13765 ABBVIE INC COM 00287Y109 1943631 17960 SH SOLE 0 0 17960 ADVANCED MICRO DEVICES INC COM 007903107 3682828 46915 SH SOLE 0 0 46915 ALPHABET INC CAP STK CL A 02079K305 1196262 580 SH SOLE 0 0 580 AMAZON COM INC COM 023135106 371290 120 SH SOLE 0 0 120 AMERICAN TOWER CORP NEW COM 03027X100 1324392 5540 SH SOLE 0 0 5540 APPLE INC COM 037833100 2405866 19696 SH SOLE 0 0 19696 AUTOMATIC DATA PROCESSING IN COM 053015103 2359644 12520 SH SOLE 0 0 12520 BECTON DICKINSON & CO COM 075887109 1186572 4880 SH SOLE 0 0 4880 BLACKSTONE GROUP INC COM 09260D107 3061320 41075 SH SOLE 0 0 41075 CARRIER GLOBAL CORPORATION COM 14448C104 533028 12625 SH SOLE 0 0 12625 CATERPILLAR INC COM 149123101 857919 3700 SH SOLE 0 0 3700 CORNING INC COM 219350105 3107702 71425 SH SOLE 0 0 71425 CORTEVA INC COM 22052L104 1545453 33150 SH SOLE 0 0 33150 COSTCO WHSL CORP NEW COM 22160K105 1445873 4102 SH SOLE 0 0 4102 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 777403 6380 SH SOLE 0 0 6380 CSX CORP COM 126408103 867780 9000 SH SOLE 0 0 9000 DOCUSIGN INC COM 256163106 3012456 14880 SH SOLE 0 0 14880 DROPBOX INC CL A 26210C104 850454 31900 SH SOLE 0 0 31900 GILEAD SCIENCES INC COM 375558103 955231 14780 SH SOLE 0 0 14780 HONEYWELL INTL INC COM 438516106 2794776 12875 SH SOLE 0 0 12875 HUBBELL INC COM 443510607 5317021 28450 SH SOLE 0 0 28450 HUNTINGTON INGALLS INDS INC COM 446413106 597994 2905 SH SOLE 0 0 2905 IRON MTN INC NEW COM 46284V101 1955608 52840 SH SOLE 0 0 52840 JOHNSON & JOHNSON COM 478160104 1851403 11265 SH SOLE 0 0 11265 JPMORGAN CHASE & CO COM 46625H100 5825081 38265 SH SOLE 0 0 38265 L3HARRIS TECHNOLOGIES INC COM 502431109 419345 2069 SH SOLE 0 0 2069 LOCKHEED MARTIN CORP COM 539830109 6342468 17165 SH SOLE 0 0 17165 LUMENTUM HLDGS INC COM 55024U109 1042304 11410 SH SOLE 0 0 11410 MASTERCARD INCORPORATED CL A 57636Q104 820695 2305 SH SOLE 0 0 2305 MEDTRONIC PLC SHS G5960L103 1740646 14735 SH SOLE 0 0 14735 MERCK & CO. INC COM 58933Y105 1980828 25695 SH SOLE 0 0 25695 MICROSOFT CORP COM 594918104 4018935 17046 SH SOLE 0 0 17046 NETFLIX INC COM 64110L106 1852415 3551 SH SOLE 0 0 3551 NORFOLK SOUTHN CORP COM 655844108 1290239 4805 SH SOLE 0 0 4805 NORTHROP GRUMMAN CORP COM 666807102 2577793 7965 SH SOLE 0 0 7965 NVIDIA CORPORATION COM 67066G104 6033409 11300 SH SOLE 0 0 11300 OTIS WORLDWIDE CORP COM 68902V107 426101 6225 SH SOLE 0 0 6225 PAYCHEX INC COM 704326107 477848 4875 SH SOLE 0 0 4875 PFIZER INC COM 717081103 3172842 87575 SH SOLE 0 0 87575 QUALCOMM INC COM 747525103 1577821 11900 SH SOLE 0 0 11900 QUEST DIAGNOSTICS INC COM 74834L100 1032495 8045 SH SOLE 0 0 8045 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1908260 24696 SH SOLE 0 0 24696 ROKU INC COM CL A 77543R102 611796 1878 SH SOLE 0 0 1878 SEMPRA ENERGY COM 816851109 3447080 26000 SH SOLE 0 0 26000 SQUARE INC CL A 852234103 1528047 6730 SH SOLE 0 0 6730 STANLEY BLACK & DECKER INC COM 854502101 1280883 6415 SH SOLE 0 0 6415 TOMI ENVIRONMENTAL SOLUTIONS COM NEW 890023203 67736 16725 SH SOLE 0 0 16725 UNION PAC CORP COM 907818108 8337008 37825 SH SOLE 0 0 37825 UNITED PARCEL SERVICE INC CL B 911312106 1639554 9645 SH SOLE 0 0 9645 VERIZON COMMUNICATIONS INC COM 92343V104 2234995 38435 SH SOLE 0 0 38435 VIATRIS INC COM 92556V106 778129 55700 SH SOLE 0 0 55700 WESTROCK CO COM 96145D105 2430735 46700 SH SOLE 0 0 46700 WEYERHAEUSER CO MTN BE COM NEW 962166104 2370960 66600 SH SOLE 0 0 66600 XILINX INC COM 983919101 905709 7310 SH SOLE 0 0 7310