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Werlinich Asset Management, LLC

All holdings · as of Dec 31, 2025

59 positions

CompanyClassValueShares% of portfolio
American Water Works Company, Inc.$538.8K4,1090.3%
PAYCHEX INC$538.6K4,7500.3%
Quest Diagnostics Inc$531.7K3,0300.3%
Kratos Defense & Security Solutions Inc$463.1K6,0950.2%
ORACLE CORP$458.5K2,3250.2%
Solstice Advanced Materials Inc.$458.1K9,3750.2%
Symbotic Inc.$402.8K6,6830.2%
DANAHER CORP /DE$269.9K1,1700.1%
LINDE PLC$245.7K1,3400.1%
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