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WERLINICH ASSET MANAGEMENT, LLC 13F portfolio summary

WERLINICH ASSET MANAGEMENT, LLC of WERLINICH ASSET MANAGEMENT, LLC has 56 current stock holdings with a reported portfolio value of $206.2M. The portfolio 1 year return is +31.17%. Top holdings include NVDA (17.39%), HUBB (5.52%), JPM (5.03%), GLW (4.68%), LMT (4.47%).

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WERLINICH ASSET MANAGEMENT, LLC

WERLINICH ASSET MANAGEMENT, LLC
Latest filing: 2026-03-31

WERLINICH ASSET MANAGEMENT, LLC runs WERLINICH ASSET MANAGEMENT, LLC and currently holds 56 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $206.17M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WERLINICH ASSET MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WERLINICH ASSET MANAGEMENT, LLC's portfolio at WERLINICH ASSET MANAGEMENT, LLC has delivered returns of +31.17%. Their 3-year annualized return is +88.64%. Looking at the 5-year horizon, WERLINICH ASSET MANAGEMENT, LLC has achieved +99.23% annualized returns at WERLINICH ASSET MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+31.17%
#0/1000
3 Year
+88.64%
#0/1000
5 Year
+99.23%
#0/1000

Portfolio Value

$206.17M

Alpha Score

72.8

#0 of 1000

Holdings

56

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change