0001085146-23-004289.txt : 20231113 0001085146-23-004289.hdr.sgml : 20231113 20231113140832 ACCESSION NUMBER: 0001085146-23-004289 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 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: 231397624 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 12-31-2022 12-31-2022 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 108051437 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 1428368 13010 SH SOLE 0 0 13010 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 2829791 17510 SH SOLE 0 0 17510 ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 506478 1505 SH SOLE 0 0 1505 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 3264408 50400 SH SOLE 0 0 50400 AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 462390 1500 SH SOLE 0 0 1500 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 987735 11195 SH SOLE 0 0 11195 AMAZON COM INC COM 023135106 BBG001S5PQL7 220080 2620 SH SOLE 0 0 2620 AMBARELLA INC SHS G037AX101 BBG001V1SN18 830523 10100 SH SOLE 0 0 10100 AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 1333235 6293 SH SOLE 0 0 6293 APPLE INC COM 037833100 BBG001S5N8V8 2234796 17200 SH SOLE 0 0 17200 AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 2836463 11875 SH SOLE 0 0 11875 BECTON DICKINSON & CO COM 075887109 BBG001S5P374 911666 3585 SH SOLE 0 0 3585 BLACKSTONE INC COM 09260D107 BBG001S7H949 3050841 41122 SH SOLE 0 0 41122 BLOCK INC CL A 852234103 BBG001TFLWL5 307602 4895 SH SOLE 0 0 4895 CARRIER GLOBAL CORPORATION COM 14448C104 BBG00RP5HZM1 532744 12915 SH SOLE 0 0 12915 CATERPILLAR INC COM 149123101 BBG001S5PJ06 952251 3975 SH SOLE 0 0 3975 CORNING INC COM 219350105 BBG001S5RLH1 2175274 68105 SH SOLE 0 0 68105 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1727853 3785 SH SOLE 0 0 3785 CSX CORP COM 126408103 BBG001S5Q7Q3 836460 27000 SH SOLE 0 0 27000 DOCUSIGN INC COM 256163106 BBG001T535D5 802315 14477 SH SOLE 0 0 14477 EMBECTA CORP COMMON STOCK 29082K105 BBG014L7D4H0 233300 9225 SH SOLE 0 0 9225 FISKER INC CL A COM STK 33813J106 BBG00LPWLFF2 525912 72340 SH SOLE 0 0 72340 GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 1314983 5300 SH SOLE 0 0 5300 HOME DEPOT INC COM 437076102 BBG001S5RTW7 583078 1846 SH SOLE 0 0 1846 HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 2765113 12903 SH SOLE 0 0 12903 HUBBELL INC COM 443510607 BBG001S5S1L9 6496881 27684 SH SOLE 0 0 27684 HUNTINGTON INGALLS INDS INC COM 446413106 BBG001V0PDL3 559399 2425 SH SOLE 0 0 2425 IRON MTN INC DEL COM 46284V101 BBG001SCQ2X1 2611642 52390 SH SOLE 0 0 52390 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 2037128 11532 SH SOLE 0 0 11532 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 5131337 38265 SH SOLE 0 0 38265 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 430786 2069 SH SOLE 0 0 2069 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 7774110 15980 SH SOLE 0 0 15980 LUMENTUM HLDGS INC COM 55024U109 BBG0073F9RS8 601103 11522 SH SOLE 0 0 11522 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 666946 1918 SH SOLE 0 0 1918 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 1199220 15430 SH SOLE 0 0 15430 MERCK & CO INC COM 58933Y105 BBG001S5TC52 2868612 25855 SH SOLE 0 0 25855 MICROSOFT CORP COM 594918104 BBG001S5TD05 3842156 16021 SH SOLE 0 0 16021 NETFLIX INC COM 64110L106 BBG001SF6L46 1002592 3400 SH SOLE 0 0 3400 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 975823 3960 SH SOLE 0 0 3960 NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 4015690 7360 SH SOLE 0 0 7360 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 5540167 37910 SH SOLE 0 0 37910 ORACLE CORP COM 68389X105 BBG001S5SJG6 202715 2480 SH SOLE 0 0 2480 OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 612776 7825 SH SOLE 0 0 7825 PAYCHEX INC COM 704326107 BBG001S5V135 520020 4500 SH SOLE 0 0 4500 PFIZER INC COM 717081103 BBG001S5V466 3920372 76510 SH SOLE 0 0 76510 QUEST DIAGNOSTICS INC COM 74834L100 BBG001S9GX43 1091951 6980 SH SOLE 0 0 6980 RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 2485054 24624 SH SOLE 0 0 24624 SEMPRA COM 816851109 BBG001SBVZ73 4018040 26000 SH SOLE 0 0 26000 SPLUNK INC COM 848637104 BBG001TWMNG3 694058 8062 SH SOLE 0 0 8062 STANLEY BLACK & DECKER INC COM 854502101 BBG001S5WHT1 481895 6415 SH SOLE 0 0 6415 UNION PAC CORP COM 907818108 BBG001S5X2M0 7715428 37260 SH SOLE 0 0 37260 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 1627142 9360 SH SOLE 0 0 9360 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 1483016 37640 SH SOLE 0 0 37640 VICARIOUS SURGICAL INC COM CL A 92561V109 BBG00VSHDVQ2 100647 49825 SH SOLE 0 0 49825 WESTROCK CO COM 96145D105 BBG008NXC581 1641972 46700 SH SOLE 0 0 46700 WEYERHAEUSER CO MTN BE COM NEW 962166104 BBG001S5XL11 2049100 66100 SH SOLE 0 0 66100