0001085146-23-004288.txt : 20231113 0001085146-23-004288.hdr.sgml : 20231113 20231113140825 ACCESSION NUMBER: 0001085146-23-004288 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 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: 231397623 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 09-30-2022 09-30-2022 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 55 97851720 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 1292714 13360 SH SOLE 0 0 13360 ABBVIE INC COM 00287Y109 2350017 17510 SH SOLE 0 0 17510 ADOBE SYSTEMS INCORPORATED COM 00724F101 414726 1507 SH SOLE 0 0 1507 ADVANCED MICRO DEVICES INC COM 007903107 3212415 50701 SH SOLE 0 0 50701 AIR PRODS & CHEMS INC COM 009158106 349095 1500 SH SOLE 0 0 1500 ALPHABET INC CAP STK CL A 02079K305 1052150 11000 SH SOLE 0 0 11000 AMAZON COM INC COM 023135106 271200 2400 SH SOLE 0 0 2400 AMBARELLA INC SHS G037AX101 577811 10285 SH SOLE 0 0 10285 AMERICAN TOWER CORP NEW COM 03027X100 1329637 6193 SH SOLE 0 0 6193 APPLE INC COM 037833100 2404680 17400 SH SOLE 0 0 17400 AUTOMATIC DATA PROCESSING IN COM 053015103 2708625 11975 SH SOLE 0 0 11975 BECTON DICKINSON & CO COM 075887109 811101 3640 SH SOLE 0 0 3640 BLACKSTONE INC COM 09260D107 3422242 40887 SH SOLE 0 0 40887 BLOCK INC CL A 852234103 292547 5320 SH SOLE 0 0 5320 CARRIER GLOBAL CORPORATION COM 14448C104 459257 12915 SH SOLE 0 0 12915 CATERPILLAR INC COM 149123101 652218 3975 SH SOLE 0 0 3975 CORNING INC COM 219350105 1993819 68705 SH SOLE 0 0 68705 COSTCO WHSL CORP NEW COM 22160K105 1767234 3742 SH SOLE 0 0 3742 CSX CORP COM 126408103 719280 27000 SH SOLE 0 0 27000 DOCUSIGN INC COM 256163106 793067 14832 SH SOLE 0 0 14832 EMBECTA CORP COMMON STOCK 29082K105 279983 9725 SH SOLE 0 0 9725 FISKER INC CL A COM STK 33813J106 556737 73740 SH SOLE 0 0 73740 GENERAL DYNAMICS CORP COM 369550108 1124501 5300 SH SOLE 0 0 5300 HOME DEPOT INC COM 437076102 509385 1846 SH SOLE 0 0 1846 HONEYWELL INTL INC COM 438516106 2154414 12903 SH SOLE 0 0 12903 HUBBELL INC COM 443510607 6344350 28450 SH SOLE 0 0 28450 HUNTINGTON INGALLS INDS INC COM 446413106 537138 2425 SH SOLE 0 0 2425 IRON MTN INC DEL COM 46284V101 2303588 52390 SH SOLE 0 0 52390 JOHNSON & JOHNSON COM 478160104 1879784 11507 SH SOLE 0 0 11507 JPMORGAN CHASE & CO COM 46625H100 3977793 38065 SH SOLE 0 0 38065 L3HARRIS TECHNOLOGIES INC COM 502431109 430000 2069 SH SOLE 0 0 2069 LOCKHEED MARTIN CORP COM 539830109 6315842 16350 SH SOLE 0 0 16350 LUMENTUM HLDGS INC COM 55024U109 790064 11522 SH SOLE 0 0 11522 MASTERCARD INCORPORATED CL A 57636Q104 573798 2018 SH SOLE 0 0 2018 MEDTRONIC PLC SHS G5960L103 1273428 15770 SH SOLE 0 0 15770 MERCK & CO INC COM 58933Y105 2226633 25855 SH SOLE 0 0 25855 MICROSOFT CORP COM 594918104 3773213 16201 SH SOLE 0 0 16201 NETFLIX INC COM 64110L106 809914 3440 SH SOLE 0 0 3440 NORFOLK SOUTHN CORP COM 655844108 866903 4135 SH SOLE 0 0 4135 NORTHROP GRUMMAN CORP COM 666807102 3452149 7340 SH SOLE 0 0 7340 NVIDIA CORPORATION COM 67066G104 4895659 40330 SH SOLE 0 0 40330 OTIS WORLDWIDE CORP COM 68902V107 499235 7825 SH SOLE 0 0 7825 PAYCHEX INC COM 704326107 504945 4500 SH SOLE 0 0 4500 PFIZER INC COM 717081103 3332105 76145 SH SOLE 0 0 76145 QUEST DIAGNOSTICS INC COM 74834L100 866805 7065 SH SOLE 0 0 7065 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2009581 24549 SH SOLE 0 0 24549 SEMPRA COM 816851109 3898440 26000 SH SOLE 0 0 26000 SPLUNK INC COM 848637104 622430 8277 SH SOLE 0 0 8277 STANLEY BLACK & DECKER INC COM 854502101 482472 6415 SH SOLE 0 0 6415 UNION PAC CORP COM 907818108 7287242 37405 SH SOLE 0 0 37405 UNITED PARCEL SERVICE INC CL B 911312106 1489399 9220 SH SOLE 0 0 9220 VERIZON COMMUNICATIONS INC COM 92343V104 1408307 37090 SH SOLE 0 0 37090 VICARIOUS SURGICAL INC COM CL A 92561V109 171269 51125 SH SOLE 0 0 51125 WESTROCK CO COM 96145D105 1442563 46700 SH SOLE 0 0 46700 WEYERHAEUSER CO MTN BE COM NEW 962166104 1887816 66100 SH SOLE 0 0 66100